Experience

We Are Sharing Hope SC

• United States
• Medical Practices
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2011 - Present

  Charleston, South Carolina Area -Responsible for all financial operations of $30M nonprofit organ procurement and tissue recovery organization. -Report directly to the CEO and oversee staff in Finance & Accounting department -Oversee annual Medicare cost reports -Oversee annual budget process -Responsible for all financial policies and procedures -Present financial reports to Executive, Management Teams and Board of Directors -Responsible for continual process improvements and strategic planning



The Oaks

• Chief Financial Officer

  • Dec 2009 - Jul 2011

  -Direct all accounting/financial functions of nonprofit continuing care retirement community - Report directly to CEO and supervise six staff in the Business Office - Present financial reports to the Finance Committee of the Board of Trustees - Maintain all auditor, banking, and insurance relationships, including all regulatory agencies - Responsible for developing, implementing, and monitoring internal controls and financial policies and procedures - Prepare and present annual… Show more -Direct all accounting/financial functions of nonprofit continuing care retirement community - Report directly to CEO and supervise six staff in the Business Office - Present financial reports to the Finance Committee of the Board of Trustees - Maintain all auditor, banking, and insurance relationships, including all regulatory agencies - Responsible for developing, implementing, and monitoring internal controls and financial policies and procedures - Prepare and present annual budgets and periodic forecasts as needed - Prepare and monitor investments and loan covenants - Coordinate preparation of annual Medicare and Medicaid cost reports Show less



Lutheran Homes of South Carolina, Inc.

• Vice President of Finance

  • Dec 2006 - Mar 2009

  - Directed all accounting functions of $60M nonprofit healthcare, which owns and operates nursing homes/retirement communities (CCRC's) across the state and also included hospice and home care services - Reported directly to CFO and supervised 4 direct reports with a total accounting staff of 13 in Billing, Financial Reporting, Accounts Payable, and Payroll - Presented consolidated financial reports monthly as part of the Senior Management Team and quarterly to the Finance Committee of… Show more - Directed all accounting functions of $60M nonprofit healthcare, which owns and operates nursing homes/retirement communities (CCRC's) across the state and also included hospice and home care services - Reported directly to CFO and supervised 4 direct reports with a total accounting staff of 13 in Billing, Financial Reporting, Accounts Payable, and Payroll - Presented consolidated financial reports monthly as part of the Senior Management Team and quarterly to the Finance Committee of the Board of Trustees - Worked closely with Financial Managers of each facility, including organizing and leading a Finance Team who met quarterly - Maintained all auditor relationships, including all regulatory agencies - Responsible for developing, implementing, and monitoring internal controls and financial policies and procedures - Prepared and presented annual budgets and periodic forecasts as needed - Reviewed and monitored bond covenants in conjunction with the CFO - Coordinated preparation of annual Medicare and Medicaid cost reports - Served as point person to build reports from billing system for various reporting requirements and data analysis projects - This position was eliminated amid budget cuts in March 2009 Show less



Carolina Children's Home

• Director of Finance

  • Jan 2005 - Dec 2006

  - Directed all financial and information systems operations of $6M nonprofit organization, a residential group home for children in the custody of DSS - Supervised staff in Billing, Accounts Payable, and Payroll - Prepared and presented financial reports monthly to Finance Committee of the Board of Trustees - Attended monthly meetings of Board of Trustees - Maintained banking, insurance, and auditor relationships - Monitored internal controls and financial policies and… Show more - Directed all financial and information systems operations of $6M nonprofit organization, a residential group home for children in the custody of DSS - Supervised staff in Billing, Accounts Payable, and Payroll - Prepared and presented financial reports monthly to Finance Committee of the Board of Trustees - Attended monthly meetings of Board of Trustees - Maintained banking, insurance, and auditor relationships - Monitored internal controls and financial policies and procedures - Prepared and presented annual budget and periodic forecasts as needed - Prepared annual Medicaid cost reports Show less



Historic Charleston Foundation

• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2002 - Jan 2005

  - Directed the financial, human resources, and information systems operations of historic preservation nonprofit organization - Served as primary support to the Executive Director on financial matters - Prepared and presented financial reports monthly to Finance Committee - Attended meetings bimonthly of Board of Trustees - As member of Senior Management, worked closely with all department head in monitoring financial results and on the preparation of the annual budget -… Show more - Directed the financial, human resources, and information systems operations of historic preservation nonprofit organization - Served as primary support to the Executive Director on financial matters - Prepared and presented financial reports monthly to Finance Committee - Attended meetings bimonthly of Board of Trustees - As member of Senior Management, worked closely with all department head in monitoring financial results and on the preparation of the annual budget - Supervised Staff Accountant, Accounting Clerk, and Systems Administrator - Maintained banking, insurance, and external auditor relationships Show less



Sydney Harbour, Inc.

• Financial Director

  • Sep 1999 - Mar 2002

  - Responsible for all financial aspects of wholesale distributor and retail operator of fine leather goods - Responsibilities included accounting, financial reporting, cash management, inventory management, payroll, and human resources - Supervised Staff Accountant and Receptionist - Prepared and coordinated annual external audit - Maintained banking and shareholder relationships - Worked regularly with partners in Australia and China - Responsible for pro-forma development… Show more - Responsible for all financial aspects of wholesale distributor and retail operator of fine leather goods - Responsibilities included accounting, financial reporting, cash management, inventory management, payroll, and human resources - Supervised Staff Accountant and Receptionist - Prepared and coordinated annual external audit - Maintained banking and shareholder relationships - Worked regularly with partners in Australia and China - Responsible for pro-forma development and ad-hoc reporting - Company closed in 2002 Show less



Physician Practices

• Controller

  • Sep 1996 - Aug 1999

  - Supervised and directed the daily financial activities of a Cardiology and Ear Nose & Throat practice - Prepared, reviewed and analyzed the monthly financial reports and physician compensation schedules - Monitored and implemented internal controls and accounting policies and procedures - Prepared annual financial budgets and forecasts



Pratt-Thomas & Gumb

• Staff Accountant

  • Jul 1991 - Jul 1996

  - CPA fim in Charleston (now Dixon-Hughes) - Performed and supervised audits of corporations and nonprofit organizations - Performed and reviewed compilation and review engagements for clients in various industries, including healthcare, nonprofit, telecommunications, and construction - Prepared and reviewed corporate, partnership, individual, nonprofit and trust income tax returns - Prepared Medicare cost reports for healthcare client