Experience

Valent Group

• United States
• Insurance
• 1 - 100 Employee

• Vice President of Finance

  • Apr 2010 - Present

  Valent Group provides risk consulting and insurance services for businesses, employee benefits groups and individuals. As a wholly owned subsidiary of EBSCO Industries, Inc., a multibillion dollar Forbes Top 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency. Valent Group provides risk consulting and insurance services for businesses, employee benefits groups and individuals. As a wholly owned subsidiary of EBSCO Industries, Inc., a multibillion dollar Forbes Top 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency.



S.S Nesbitt and Company

• Vice President of Finance

  • Apr 2010 - Feb 2019

  With roots dating back to the 1890s, S.S. Nesbitt is one of the largest privately held insurance brokerages in the Southeast providing employee benefits, business insurance and personal insurance. And as a wholly owned subsidiary of EBSCO Industries, a Fortune 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency. Twenty years of fiscal management in industries ranging from real estate to healthcare has equipped me with a deep expertise in the financial and liability concerns of small and large businesses. From investment analysis and budgeting to financial reporting, I understand risk assessment and analysis and can work with organizations of all sizes to help them make financially sound decisions. I have also served on numerous nonprofit boards. Show less



SouthernCare Hospice Services

• Controller

  • 2007 - 2010

  Supervised accounting function for one of the nation’s largest providers of hospice care with over $200 million in annual revenue and 100+ locations. Prepared monthly individual agency and consolidating financial statements with supporting schedules. Prepared and submitted 100+ annual Medicare cost reports. Provided annual tax schedules. Primary liaison with Ernst and Young, independent auditors. Supervised accounting function for one of the nation’s largest providers of hospice care with over $200 million in annual revenue and 100+ locations. Prepared monthly individual agency and consolidating financial statements with supporting schedules. Prepared and submitted 100+ annual Medicare cost reports. Provided annual tax schedules. Primary liaison with Ernst and Young, independent auditors.



AIG BAKER Shopping Center Properties, LLC

• Real Estate
• 1 - 100 Employee

• Accounting Manager

  • 2005 - 2007

  Managed accounting function for 25+ retail properties both operational and under construction. Responsibilities expanded to include organizing operating budgets and implementing accounting systems for a new mixed-use resort line of business. Performed in a remote controller capacity directing the on-site accounting staff as new resort properties transitioned from construction to operational phase. Managed accounting function for 25+ retail properties both operational and under construction. Responsibilities expanded to include organizing operating budgets and implementing accounting systems for a new mixed-use resort line of business. Performed in a remote controller capacity directing the on-site accounting staff as new resort properties transitioned from construction to operational phase.



Snow and Associates

• Design Services

• Client Accountant

  • 1994 - 2007

  Affiliated with Snow and Associates, I worked on the following: Independent Presbyterian Church Foundation 1995-2001 Recruited to newly created position established to manage accounting function for $40 million in permanent funds; prepared and delivered financial reports and monitored investment and distribution policies. Proposed and implemented financial model to monitor balance of investment allocation and spending policies. Refined and implemented grant application and distribution guidelines. Wyatt R. Haskell (Haskell Properties) 1995-2001 Recruited to coordinate all aspects of accounting function for various real estate ventures and financial investments. Worked closely with tax advisor and investment bankers. Developed investment models for analysis. Maintained and organized investment records. Compiled tax information and produced annual personal financial statements. Prattville Memorial Chapel and Memory Gardens 1993-2001 Developed comprehensive business plan which influenced the securing of special SBA (504) financing. Designed and implemented accounting system. Proposed accounting and reporting guidelines to The Department of Insurance (regulatory authority) with respect to new legislation governing the sale of preneed cemetery and funeral merchandise and services. Show less



SUNBELT GOLF CORP

• United States
• 1 - 100 Employee

• Independent Contractor

  • Jan 1992 - Dec 1993

  Assisted in transitioning the accounting system from construction phase to operational. Reconciled financial records were delivered to the new Director of Finance. Assisted in transitioning the accounting system from construction phase to operational. Reconciled financial records were delivered to the new Director of Finance.



Stanford University

• United States
• Higher Education
• 700 & Above Employee

• Independent Consultant

  • Sep 1990 - Aug 1991

  Developed job function and launched transitional position to assist in segregation of endowment management group from other university treasury functions. Collaborated with multiple departments to develop transitional operating budgets. Designed a cash flow forecasting model and prepared annual reports for the faculty housing loan program. Continued monthly maintenance of models for several years via the internet after returning home to Birmingham. Developed job function and launched transitional position to assist in segregation of endowment management group from other university treasury functions. Collaborated with multiple departments to develop transitional operating budgets. Designed a cash flow forecasting model and prepared annual reports for the faculty housing loan program. Continued monthly maintenance of models for several years via the internet after returning home to Birmingham.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Supervising Senior Auditor

  • Jul 1986 - Mar 1990

  Joined the professional audit staff as an assistant accountant and was promoted in accordance with an increasing level of technical and supervisory responsibilities. Lead engagements for a wide-variety of businesses. Specialized in the real estate and non-profit sectors. Joined the professional audit staff as an assistant accountant and was promoted in accordance with an increasing level of technical and supervisory responsibilities. Lead engagements for a wide-variety of businesses. Specialized in the real estate and non-profit sectors.