Chief Financial Officer

• 2020 - Present

Chief Financial Officer

• 2012 - 2020

During this time, I helped grow the company from 7 to 30+ staff while expanding the footprint from 1 to 3 offices while increasing revenue by 300%+. I also managed a shared services department while overseeing finance, human resources, general operations, technology, and continuing education while managing a multi-million operational budget. While in this role, I oversaw reporting, investment income, corporate budgeting, collections, and cashflow while directing accounting and supervising the agency’s CPA firm for tax filings. I also directed working capital, expenditures, debt, and budget planning and monitoring while providing oversight and auditing for payroll processing, quarterly filings, compliance, and vendor relations. My contributions include: * Established and enhanced policies and procedures for cashflow and financial management. * Performed bank statement reconciliations, prepared financial statements and reports, and oversaw producer compensation calculations and payments as well as performance analysis and reporting. * Administered outside lending and equity relationships, vendor relations, and 401 (k) savings plans. * Oversaw lease and purchase negotiations while controlling expenses for facility improvement/remodeling. * Established a book of business and grew it from zero to $250K during tenure, pitching and marketing insurance agency programs for both business and individual clients. * Developed employee handbook and departmental SOPs for best practices. Show less

Chief Financial & Operating Officer

• 2010 - 2012

As CFO/COO, I managed financial, operational, and technological aspects of the organization with more than 100 employees and a multi-million dollar operational budget. During this time, I managed a full technology overhaul while reassigning personnel to optimize resource allocation to support a complete organizational turnaround. My contributions include identifying and promoting top talent, identifying and addressing areas of weakness in systems, tools, processes, and procedures, and transitioning the operation from Applied TAM to Applied EPIC. Show less

President & Senior Consultant

• 2008 - 2010

Within this role, I prospected new clients, identified needs, and created solutions that met their operational and technological requirements. During this time, I consulted executives and completed needs analysis with owners to review their existing technology and operations. Then I partnered with financial leaders and executives to create an improvement plan. Within this role, I prospected new clients, identified needs, and created solutions that met their operational and technological requirements. During this time, I consulted executives and completed needs analysis with owners to review their existing technology and operations. Then I partnered with financial leaders and executives to create an improvement plan.

Area Chief Operations Officer | Director of Operations

• 2000 - 2008

In this role, I managed finance, operations and technology for a large insurance agency / brokerage firm and was instrumental in merging four offices into Arthur J. Gallagher & Co, the world’s second largest broker. During this time, I served as the main point person for the merger of CCA into AJG for all office in North Carolina. My other contributions include leading the implementation and development of processes and controls to meet entry approvals, compensation accruals and primary audit contact. Managed processes and controls to meet public company accounting standards (was the first North Carolina Insurance Broker to be acquired by Arthur J. Gallagher & Company). Additionally, I realigned all agency operations into a shared services unit: finance, IT, HR, licensing, continuing education and general operations. Oversaw proper enrollment of all team benefits while managing payroll, vendor payables, carrier payables, commission statements, and general ledger responsibilities. Show less