Experience

Muse Knoxville

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

• Director of Finance & Operations

  • Apr 2021 - Present

  Insourced Finance and Accounting Functions - Insourced all accounting functions from external CPA firm - Instituted financial controls and policies to align with SOX controls - Directly supervisor Finance and Admin Coordinator Financial and Sales Strategy - Provided full financial oversight for $1.6 million non-profit - Member of Muse Executive Leadership Team - Assisted Executive Director with Sales, Grants and Event Strategy Budgeting & Reporting - Provided annual budget for Board of Directors’ approval - Created department level expense tracking and reporting to control cost - Redesigned reporting to provide decision-making information and KPI tracking Daily Accounting Functions - Handled all daily accounting functions, including AP, AR, revenue recognition, grant accounting, month-end close functions and financial reporting Process Improvement - Redesigned purchasing and accounts payable procedures to better control cost Audit - Facilitated full annual external audit - Provided financial schedules, testing documents, and analysis to auditors



Self-employed

• Real Estate
• 1 - 100 Employee

• Stock Investor

  • Jan 2019 - Apr 2021

  - Utilized fundamental analysis to establish trading positions in equities - Analyzed company financial statements to determine fair market value - Calculated financial ratios to determine undervalued equities - Generated 37% return in 2019, above market average - Provided trading strategies and advice to novice investors - Utilized fundamental analysis to establish trading positions in equities - Analyzed company financial statements to determine fair market value - Calculated financial ratios to determine undervalued equities - Generated 37% return in 2019, above market average - Provided trading strategies and advice to novice investors



BRIDG

• United States
• Software Development
• 1 - 100 Employee

• Financial analyst

  • May 2018 - Nov 2018

  - Assisted in the creation of budget plans and expense tracking. - Reviewed financials for variance analysis and forecasting, - Established a process for loading data and budgets in to Quickbooks. - Created fixed assets list and depreciation schedule. - Drafted financial policies for travel and purchasing. - Created more detailed reporting for management - Coordinated external financial audit, provided schedules, reconciliations and documentation to auditors. - Coded and entered payables in to the system.



University of Central Florida

• United States
• Higher Education
• 700 & Above Employee

• Accounting Coordinator (Senior Accountant)

  • Nov 2015 - May 2018

  - Responsible for managing approximately $28 million of annual budget - Reviewed and approved all transactions relating to the budget - Forecasted tuition fee revenue and expenses for decision making - Worked closely with department Directors to prioritize initiatives and financial needs - Provided monthly and quarterly reports to Executive Management - Delegated purchasing and other assignments to accounting staff as needed - Ensured accounting was in accordance with University and State requirements



ADAPCO, Inc.

• United States
• Software Development

• Senior Accountant

  • Sep 2014 - Oct 2015

  - Prepared company’s monthly and quarterly financial statements - Handled month end closing activities, including journal entries, accruals and prepaids - Responsible for all accounts payable functions, including PO Verification and entry - Maintained accounting for fixed assets and depreciation - Provided all financial reporting to management for AP, AR, inventory and sales - Reconciled accounts payable, assets, and liabilities accounts - Prepared tax documents including 1099’s and property tax returns



Healthland

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Revenue Accountant

  • Mar 2012 - Sep 2014

  - Q4 Champion Award winner for outstanding contributions - Solely responsible for all revenue accounting activities for a $73 million private software Company - Recognized revenue for license, services, hosting, subscription and maintenance - Created revenue impairment process to eliminate audit deficiency - Discovered 500k in missed revenue after auditing past revenue - Provided revenue and cash forecasting analysis to CFO and Controller - Handled other ad-hoc reporting for revenue as requested by CFO - Reviewed contracts as needed for determining revenue requirements



Lawson Software

• United States
• Software Development
• 700 & Above Employee

• Associate Revenue Accountant

  • Jun 2007 - Mar 2012

  - Lead accountant on Learning Credits Program, including design, system testing, implementation and processing. Program estimated to generate an additional $1.2 million in revenue in year one and approximately $5 million per year by year five - Responsible for invoicing and revenue recognition of travel expenses and training classes - Provided system testing for software upgrades and invoicing enhancements - Handled system setup for revenue necessities, such as billing activities, account category structure and GL codes Accountant June 2007 through February 2008 - Responsible for recording monthly interest and impairment investments - Prepared journal entries relating to accruals, prepaids and monthly close items - Handled account reconciliations for accruals, prepaids, and cash accounts - Prepared needed audit schedules for internal and external audits