Experience

St. Francis In-The-Fields Episcopal Church

• Religious Institutions
• 1 - 100 Employee

• Financial Manager

  • Apr 2023 - Present

  Louisville, Kentucky, United States



Ramsey Quantitative Systems, Inc. (RQSI)

• United States
• Investment Management
• 1 - 100 Employee

• Accountant

  • Nov 2021 - Apr 2023

  Louisville, Kentucky, United States



St. John Center

• United States
• Individual and Family Services
• 1 - 100 Employee

• Director of Finance and Personnel Management

  • Mar 2020 - Dec 2021

  Louisville, Kentucky, United States



Utterly Organized

• CPA

  • Jul 2004 - Mar 2020

  Louisville, Kentucky Area • Full management responsibilities involving developing and executing the company’s business strategy—oversee financial operations, business development, and administrative functions. • Guide and assist corporations and individuals in areas of accounting, tax preparation, financial audits, reporting, payroll, review, and compilation level statements. • Advise owners on business reorganization—perform professional accounting work that requires the application of accounting theories… Show more • Full management responsibilities involving developing and executing the company’s business strategy—oversee financial operations, business development, and administrative functions. • Guide and assist corporations and individuals in areas of accounting, tax preparation, financial audits, reporting, payroll, review, and compilation level statements. • Advise owners on business reorganization—perform professional accounting work that requires the application of accounting theories, concepts, principles, and standards. Show less



SHPS Inc

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

• Project Leader (Implemented PeopleSoft and other projects)

  • 2002 - 2004

  Louisville, Kentucky Area · Project Leader for PeopleSoft Financials implementation including modules: General Ledger, Accounts Receivable, Accounts Payable and nVision Reporting. • Promoted to implement PeopleSoft. • Maintained all internal and external monthly financial reports—presented findings and recommendations to management and operations. • Provided senior level accounting and financial oversight including financial statements, executive reporting, GL, cash, revenue cycle recording, fixed… Show more · Project Leader for PeopleSoft Financials implementation including modules: General Ledger, Accounts Receivable, Accounts Payable and nVision Reporting. • Promoted to implement PeopleSoft. • Maintained all internal and external monthly financial reports—presented findings and recommendations to management and operations. • Provided senior level accounting and financial oversight including financial statements, executive reporting, GL, cash, revenue cycle recording, fixed assets, and long-term debt. · Led the PeopleSoft team through Design, Development, Testing and Implementations phases of the project · Performed project management activities including managing: scope, resources, schedule, issues/risk management. · Worked with developers to ensure proper business process analysis and system design. · Designed new workflow process for accounting team. · Lead team in creating test strategies, test cases, and test scripts. · Lead testing efforts through Unit Testing, System Testing, User Acceptance Testing and Parallel Testing Phases. · Ensured the development of proper process documentation. · Trained users on system/business changes.

• Controller / Assistant Controller

  • 2000 - 2002

  Louisville, Kentucky Area • Progressively demanding decision-making positions directing day-to-day accounting functions. • Managed and directed finance and accounting functions involving GL, budgeting, investments, and financial reporting. • Maintained all internal and external monthly financial reports—presented findings and recommendations to management and operations. • Provided senior level accounting and financial oversight including financial statements, executive reporting, GL, cash, revenue cycle… Show more • Progressively demanding decision-making positions directing day-to-day accounting functions. • Managed and directed finance and accounting functions involving GL, budgeting, investments, and financial reporting. • Maintained all internal and external monthly financial reports—presented findings and recommendations to management and operations. • Provided senior level accounting and financial oversight including financial statements, executive reporting, GL, cash, revenue cycle recording, fixed assets, and long-term debt. • Played an instrumental role in setting up the accounting department.

• Accounting Manager

  • 1998 - 2000

  Louisville, Kentucky Area • As an Accounting Manager analyzed and resolved high profile accounting issues. • Developed basis for current financial reporting structure utilizing FRx (financial reporting software). • Reconciled the balance sheet. • Established a budget process and implemented budget software. • Assisted with documentation to take the company public.



Vencor Inc

• Benefits and Insurance Accounting Manager

  • 1995 - 1998

  Louisville, Kentucky Area • Provided senior level financial analysis and accounting related to business insurance and employee benefits. • Prepared financial statements for the insurance system and created detailed reports for the Executive Leadership Team. • Supervised several employees with training and performance evaluation responsibilities. • Participated in the team which implemented Lawson and Hyperion.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Auditor

  • 1989 - 1994

  • Responsible for planning audits, managing daily field work and completing documentation supporting audit opinion. • Audit clients primarily included retail and manufacturing, SEC to small partnerships.