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Title: |
Controller, CFO
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Location: |
US-North Carolina-Raleigh/Durham-RTP
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Work History: |
Director of Finance, Alpha Omega Health, Inc., Raleigh, NC (Sept 2008-Present) Responsible for preparation of interim financial statements, quarterly payroll tax returns and state cost reporting. Managed accounts payable and receivables. Participated in business and financial decisions for clinic operations. Involved in daily cash requirements forecasting and funds management.
Controller, Bear Rock Franchise Systems, Cary, NC (Feb 2007-Sept 2008). Prepared budgets and forecasts, internal financial statements sales tax and payroll tax returns, and cash requirements. Prepared schedules and analysis for investors and for external auditors. Assisted in lease negotiations and renegotiated bank financing. Managed accounting operations, accounts payable, receivables, cash balances and credit card processing for company-owned restaurants. Due to business consolidation, the corporate office functions were transferred to Atlanta, GA effective Aug. 15, 2008.
Controller, Market Center Operations Manager, Keller Williams Realty of Greensboro, Greensboro, NC (Jan. 2005-July 2006). Was instrumental in helping establish new franchise. Managed office operations and accounting. Was responsible for technology applications and telecommunications, including website maintenance and design, network administration and training.
Photographer, Lifetouch/Prestige Studios, High Point, NC (Aug. 2003-Jan. 2005). Portrait photographer & Road Studio Manager. A short career change that began as an offer to purchase the territory. Learned photography operations and managed personnel on remote studio assignments. Left to resume my career in accounting
President, Treasurer & Controller, N.C.Travel, Inc., Eden, NC & Summerfield, NC (FT Feb. 1989 to Aug 2003; PT Aug 2003-Feb 2007) Co-owned business. Managed accounting and finance, credit, taxes, and marketing. Negotiated contracts with vendors and information systems providers. Prepared payrolls and managed sales personnel. Sold the Eden store in 2000 and continued to operate as a home-based sales business.
Financial Officer, Bassett Mirror Company, Bassett, VA. (Mar. 1987 to Sept. 1988) Responsible for financial management, tax planning & compliance, planning and development of manufacturing cost and inventory control systems. Assisted in union contract negotiations in Canada. Consulted on product pricing, oversaw transportation systems and customs compliance, and was responsible for Canadian subsidiary financial operations.
VP, Treasurer & Controller, Rives S. Brown Realtors, Inc., Martinsville, VA. (May 1984 to Mar. 1987) Supervised the accounting department of real estate management and sales company, was responsible for financial and banking relationships, managed the cinema division, and was responsible for tax compliance and planning..
CPA Practitioner, R. H. Brooks CPA, Martinsville, VA. (FT Oct. 1983 to May 1984; PT to Mar. 1987) Advised clients in minimizing tax liabilities, prepared tax returns and provided financial consulting to individuals and small businesses. Continued my practice part-time after being hired by Rives S. Brown, Inc.
Manager, Tax Analysis, Reynolds Metals Company, Richmond, VA. (July 1981 to Oct 1983) Researched and helped implement tax reduction strategies, prepared and supervised preparation of income tax returns, supervised accounting for corporate income taxes, and assisted in preparation of annual financial statements including the income tax accrual.
Tax Manager, James River Corporation, Richmond, VA. (Jan. 1979 to July 1981) Established and built the corporate tax
department, performed research and special projects, was responsible for wage/price control reporting, assisted in merger & acquisition planning and accounting for corporate income taxes.
Senior Accountant, Ernst & Young CPA's, Richmond, VA. (July 1974 to Jan. 1979) Performed and supervised financial audits for corporate and nonprofit entities, performed income tax planning and preparation, management consulting, and staff training.
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Skills: |
Excel, Word, Powerpoint, Network Administration, Quickbooks, CYMA, OnTarget, MYOB
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Education: |
Certified Public Accountant, Virginia
Masters in Taxation, Virginia Commonwealth University, Richmond, VA
Bachelor of Science in Commerce, University of Virginia, Charlottesville, VA
Series 7 & 66 (Inactive)
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