Experience

McInnes Group, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2018 - Present

  • Responsible for overall financial strategy and providing leadership on all strategic decisions affecting the organization. • Directs budgeting process, monthly financial review and profitability analysis including presentation to Executive Leadership. • Oversees Accounting, Accounts Payable, Accounts Receivable, Commissions and Financial Reporting. • Manages all Treasury functions including banking relationships, cash flows and long-term cash projections. • Responsible for Human Resources, IT and Administrative functions.



Broadridge

• United States
• Financial Services
• 700 & Above Employee

• Senior Finance Manager

  • Apr 2018 - Jul 2018

• Finance Manager

  • Jul 2016 - Apr 2018



DST Systems

• United States
• Information Technology & Services
• 700 & Above Employee

• Lead Financial Analyst

  • 2012 - 2016

• Senior Financial Analyst

  • 2006 - 2012

• Financial Analyst

  • 2004 - 2006

• Senior Accountant

  • 2002 - 2004

• Staff Accountant

  • 2001 - 2002