Experience

Combat Waffle Studios Inc

• United States
• Computer Games
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2023 - Present

  United States



Samurai Finance LLC

• Business Accountant

  • Feb 2020 - May 2023

  Remote - Oversight of various accounting teams working in remote locations: Reconciliation Team Payroll Group Accounts Payable Accounts Receivable -Period end accounting - Review and analysis of financial statements - Payroll audit and report management, Journal Entries - Medicaid billing audit - Ongoing projects: GL Mapping for outsourced services, ACA Compliance review, Time and Management program implementation Software used: QuickBooks Online Paychex… Show more - Oversight of various accounting teams working in remote locations: Reconciliation Team Payroll Group Accounts Payable Accounts Receivable -Period end accounting - Review and analysis of financial statements - Payroll audit and report management, Journal Entries - Medicaid billing audit - Ongoing projects: GL Mapping for outsourced services, ACA Compliance review, Time and Management program implementation Software used: QuickBooks Online Paychex Flex Gusto Show less



Prestige Talent Management

• Co-Founder, Accountant

  • Mar 2017 - Dec 2021

  United States Accounting services for Prestige Talent Management. - sales and client representation - customer service - preparation of financial statements - oversight over large volume cash transactions - reconciliations



Presbyterian Church (U.S.A.) Foundation

• United States
• Investment Management
• 1 - 100 Employee

• Senior Operations Manager

  • Jul 2020 - Nov 2021

  Leadership of remote team of 5 staff Coaching, development, management and activity oversight Daily task management of ACH/checks processing, gift receipts and deposits, trade and account instructions, trade settlement and reconciliation Ensure monthly/quarterly/annual financial and report processing is completed timely and accurately Frequent business logistics and contingency planning due to current environment of both tasks and team members Continuous process… Show more Leadership of remote team of 5 staff Coaching, development, management and activity oversight Daily task management of ACH/checks processing, gift receipts and deposits, trade and account instructions, trade settlement and reconciliation Ensure monthly/quarterly/annual financial and report processing is completed timely and accurately Frequent business logistics and contingency planning due to current environment of both tasks and team members Continuous process improvement of current procedures and policies to best follow local and regulatory guidelines Project management - weekly/monthly/quarterly/annual projects organized by priority - Creation of Sharepoint workflows and libraries - Review of manual processes for automation: assessment, testing, implementation Reporting to Senior Vice President and key stakeholders as needed Show less



Brinly-Hardy Company

• United States
• Manufacturing
• 1 - 100 Employee

• Accounting Services Manager

  • Nov 2019 - Jul 2020

  Jeffersonville Oversee accounting team Management of AR, AP, treasury activity, client relationships and compliance Month-end procedures and accruals Payroll upload Reconciliations: BS, Revenue, Cash Financial Reporting and Analysis



Happy Moose Indiana

• Co-Owner

  • Apr 2019 - May 2020

  Madison, Indiana Closed due to COVID19 Partner in a minority owned retail business. Responsibilities included: - Sales and marketing - Accounting - Cash flow management - Management of AP, AR - Inventory management - Customer service - Team scheduling and leadership



Schulte Hospitality Group

• United States
• Hospitality
• 400 - 500 Employee

• Regional Controller

  • Oct 2019 - Nov 2019

  Louisville, Kentucky Area Oversee accounting functions with the Corporate accounting team Oversee month-end close processes including balancing, timely upload of all month endreports, and reconciliation and accuracy of all ledgers and reports submitted Participate in monthly review of financial statements and review of all general ledger account classifications with Corporate Office, General Manager and other property level managers Ensure accurate and timely monthly journal entries, account… Show more Oversee accounting functions with the Corporate accounting team Oversee month-end close processes including balancing, timely upload of all month endreports, and reconciliation and accuracy of all ledgers and reports submitted Participate in monthly review of financial statements and review of all general ledger account classifications with Corporate Office, General Manager and other property level managers Ensure accurate and timely monthly journal entries, account reconciliations and research on financial questions as appropriate Lead, direct and manage staff accountants, Accounts Payable Specialists and Tax Specialists Perform analysis of budget-to-actual variations and ensure accuracy of financial results Direct monthly forecasting and annual budget process Oversee month end inventory calculation and ensure accuracy of physical counts, pricing and related worksheets Oversee all hotel cash handling operations and procedures Ensure compliance with SOX compliance requirements Oversee daily & monthly reconciliation of sales & occupancy tax requirements Oversee Accounts Payable invoices, verifying accuracy of coding Create and implement internal audit SOPs and standards Advise General Managers in controlling expenses and maintaining department checkbooks Perform Accounts Receivable functions including proper credit approval, accurate and timely billing, weekly review of aging and collection follow-up Ensure that property meets internal and external audit standards as outlined in the Internal Audit guidelines and other Corporate Office communications Providing direction and training to hotel operational team in areas related to financial reports, internal controls, standard operating procedures, expense controls, and payroll Perform other duties as assigned to meet business objectives

• Senior Staff Accountant

  • Feb 2018 - Nov 2019

  Louisville, Kentucky Daily work included oversight of financial positions, cash management of concentration accounts, forecasts, financial reporting, reconciliation of portfolio balance sheets, cash, owner distributions, coordinating efforts with accounts payable to improve efficiencies and controls over disbursements, management of staff for several REIT and other hotel portfolios including 100+ properties. Conducted monthly cash flow analysis to ensure any operating cash ($15-20M) was utilized as efficiently… Show more Daily work included oversight of financial positions, cash management of concentration accounts, forecasts, financial reporting, reconciliation of portfolio balance sheets, cash, owner distributions, coordinating efforts with accounts payable to improve efficiencies and controls over disbursements, management of staff for several REIT and other hotel portfolios including 100+ properties. Conducted monthly cash flow analysis to ensure any operating cash ($15-20M) was utilized as efficiently as possible while any surplus funds were distributed to ownership without causing any cash related business interruptions. Accrued/booked JE affecting each portfolio as it related to monthly equity transactions ($1-10M), FF&E and PIP reserves ($4-10M+), construction accruals, loan payments and transfers to ensure that management receives all portfolio reports prior to deadlines being able to utilize the additional time elsewhere Prepared interest expense budget based on analysis of financial markets, LIBOR forecasts and lender draws to ensure property budgets are financially prepared to handle any increased cash flow burdens associated with rate changes and principal increases Successfully built journal entries to book refinancing of mortgage loan(s) ($260+M) for real estate portfolios (22+ properties) ensuring all old debt, capitalized expenses and associated amortizations were properly retired Achievements: Received “Exceeds All Expectations” in job related competencies during most recent review overall. Created a procedure improving the tracking and reconciliation of insurance claims through relationship with Risk Management and gaining comprehensive knowledge of the current process which eliminated material weaknesses in the current insurance reconciliation and accounting.



State of Indiana

• United States
• Government Administration
• 700 & Above Employee

• Field Examiner

  • Apr 2016 - Feb 2018

  Indiana State Board of Accounts Auditing of Indiana governmental units (cities, townships, counties, schools, hospitals, etc.) Responsibilities include auditing transactions of entities receiving federal, state and local funds for compliance with applicable rules and regulations: Analytical review of funds and overall financial activity Preparation of work papers detailing auditing procedures followed and conclusions reached during the testing performed in obtaining sufficient competent… Show more Auditing of Indiana governmental units (cities, townships, counties, schools, hospitals, etc.) Responsibilities include auditing transactions of entities receiving federal, state and local funds for compliance with applicable rules and regulations: Analytical review of funds and overall financial activity Preparation of work papers detailing auditing procedures followed and conclusions reached during the testing performed in obtaining sufficient competent evidence Application of applicable laws and principles to a particular transaction; and the preparation of an audit report. Attain a satisfactory level of communication with officials and other governmental personnel, informing them of problems found throughout the audit and advising them of solutions to these problems Show less



Madison Armory

• Co-Owner

  • Dec 2016 - Dec 2017

  Madison, Indiana Gunsmith Operation serving the Madison Community.



Club Z! In-Home Tutoring Services

• United States
• Education Management
• 300 - 400 Employee

• Independent Contractor

  • Oct 2015 - Mar 2016

  New Albany, IN Tutoring College Students: - Managerial Accounting - Computers in Business (Excel, Access)



Hilliard Lyons - A Baird Company

• United States
• Financial Services
• 300 - 400 Employee

• Anti-Money Laundering Compliance Analyst

  • Aug 2015 - Mar 2016

  Louisville, Kentucky Area Responsible for Customer Identification Program, client verification as prescribed by the HL CIP procedures and policies to comply with section 326 of the USA PATRIOT Act. Responsible for identifying and investigating customer relationships and transactions that represent an increased risk for money laundering or terrorist financing, primarily utilizing an automated AML surveillance system. Reviewing system generated reports/alerts to identify, investigate, and report suspicious activity;… Show more Responsible for Customer Identification Program, client verification as prescribed by the HL CIP procedures and policies to comply with section 326 of the USA PATRIOT Act. Responsible for identifying and investigating customer relationships and transactions that represent an increased risk for money laundering or terrorist financing, primarily utilizing an automated AML surveillance system. Reviewing system generated reports/alerts to identify, investigate, and report suspicious activity; conducting enhanced due diligence on higher risk customers; and, support management in developing controls and procedures related to transaction monitoring. Show less



Indiana University Southeast

• United States
• Higher Education
• 500 - 600 Employee

• Student

  • Aug 2013 - Aug 2015

• Work Study - Student Development Center

  • Jan 2014 - Dec 2014

  New Albany, IN Monitoring Supplemental Instruction Leaders, student attendance and grades. Project: Access Database. Build and implement attendance system. Tracking of attendance, exams, grades with final reports with comparisons, averages, and ratios. Also developing macros, procedure manual and updates for current and future users.

• Supplemental Instruction

  • Jan 2014 - Dec 2014

  New Albany, IN Requested by professor to lead a Supplemental Instruction class. - Review of material covered in class using Q&A and collaborative techniques - Engage students in analysis of current events to reinforce the concepts taught in class Course: Introduction to Financial Accounting Course: Introduction to Economics - Micro, Macro



Strothman and Company (now part of LBMC)

• United States
• Accounting
• 1 - 100 Employee

• Intern

  • Jan 2015 - Jul 2015

  Jeffersonville, IN Preparation of personal and small business tax returns Bank statements reconciliations Payroll Adjusting entries and financial statements preparation for tax reporting purposes



Olive Garden

• Server

  • Sep 2013 - Jul 2014

  Received Hospitaliano! Award for 100% guest satisfaction within 2 months of beginning my work.



PNC

• United States
• Financial Services
• 700 & Above Employee

• Transactions Monitoring and Verification Sr. Operations Analyst

  • Mar 2012 - Aug 2013

  Louisville, Kentucky Area Received multiple Spotlight and Applause Awards for excellence in customer service, quality work and extracurricular efforts Assisted management with procedure and policy preparations, review and implementation for special projects for LexisNexis and Account Takeover Participated in training of new team members and developed Quick Reference Guides to assist them with learning Assisted Card Services department with Smart Access Cards maintenance and training of the management… Show more Received multiple Spotlight and Applause Awards for excellence in customer service, quality work and extracurricular efforts Assisted management with procedure and policy preparations, review and implementation for special projects for LexisNexis and Account Takeover Participated in training of new team members and developed Quick Reference Guides to assist them with learning Assisted Card Services department with Smart Access Cards maintenance and training of the management team Reviewed Early Warning Services report for high risk clients Monitored Adjustments Credit Report for proper balancing and internal fraud prevention Reviewed and monitored accounts for potential kite/money laundering issues, check fraud Info verification: Check Orders documents, ACH(CashEdge) calls Account Takeover review Lexis Nexis review and client verification Additional Activities at PNC: • DRU-Voice Committee: Process improvement program for Louisville Operations • Diversity and Inclusion Committee: Louisville Representative • Wellness Team Committee • Volunteer activity: GrowUp Great, Louisville Half Marathon, Huber’s Farm Halloween with PNC, MidAmerica Conversion Team

• Transactions Monitoring and Verification Operations Analyst

  • Apr 2010 - 2013

  Louisville, Kentucky Area Assisted management with updates to procedure manuals for OD55 and INPCLS reports Reviewed and monitored clients with excessive overdraft activity OD55: Reviewed, took action and closed accounts with negative balances over 55 days INPCLS: Reviewed why system unable to close and resolve all associated issues Processed requests for fraud suspect holds, closures, charge offs and reported appropriately

• Branch Sales and Service Representative

  • Aug 2006 - Apr 2010

  Louisville, Kentucky Area Recognized for team work and leadership during MidAmerica Conversion in Chicago Recognized for Customer Service Excellence WorkPlace Banking - Outside branch sales to enrolled business’s employees