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Candidate's Name , CMA, MBA, AFAStreet Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLESenior Accounting ProfessionalCertified Business Accountant Tax Professional with over 25 years experience of successful accounting, finance and project management.PROFESSIONAL EXPERIENCECorporate FACTS 12/2023-presentSenior financial consultantHelp business clients maintain efficient and accurate accounting practices. Provide expertise to help clients understand the meaning behind their financial data and how those numbers affect their business. Provide recommendations for improved profitability.Lydech 12/2/22  12/31/23 (contract)Senior Cost AccountantBuilding BOMsPrepare cost cards to present to leadership for approval.Costing variances, variable overheadMonth end account analysisCogent Analytics 12/1/21  12/1/22 (contract)Senior Accounting ConsultantHelp business clients maintain efficient and accurate accounting practices. Provide expertise to help clients understand the meaning behind their financial data and how those numbers affect their business. Provide recommendations for improved profitability.North Carolina School of the Arts 5/16/16  12/1/21Senior Staff Accountant/AnalysisAccount analysisPrepare financial statement under GAAP principles.Supervisor of AR and AP clerkBudget and forecast planningMonth end closingAccount lead for yearly auditSealy High Point, NC (contract) 3/2/2015-9/2016Senior Analysis Costing/Special ProjectsSuspense account research and reconciliationProcess daily balancing functionsSpecial audit research and analysisYadkin Valley Finance District Booneville, NC (contract) 4/2014-3/2015Assistant Finance DirectorAccount analysisPrepare financial statements under GAAP principles.Budget and forecast planningSpecial projects requested by management.Supervisor and train staffBB&T Winston Salem, NC (contract) -1/13 2/2014Senior Financial Planning Analyst IVSupport and provide leadership as needed for the Corporations annual budgeting and monthly forecasting processes.Support the Forecasting Manager in the monthly forecasting process. Assist in the various trend analyses and develop forecasting models to validate forecasts. Serve as a liaison to the forecasters to help understand forecast variances and improve the monthly accuracy levels.Perform month-end close variance analysis. Provide thorough variance explanations.that Executive Management will utilize for performance assessment and strategic decision making. Serve as a primary point of contact for planning, accounting and general ledger.questions for managers and analysts throughout the corporation. Assist with analysis, reporting, inputting of profit plans, troubleshooting, etc.Active participant in the preparation of the Corporations annual financial plan and forecasting.Provide ad hoc analysis and project management support as necessary.SOX ReportingTK Holdings (Takata), Greensboro, NC (contract) 1/2013-6/2013Senior AccountantHyperion (Oracle) base account analysis under GAAP principlesPrepare and reconcile intercompany financial statements.SEC and SOX ReportingOther projects requested be management.Truliant Federal Credit Union, Winston-Salem, NC (contract) 1/1/12-12/2012Financial AnalystPerformed accounting functions for organization, maintains chart of accounts and assign codes in accordance with internal policiesPrepared month-end entries, monitors prepaid, accounts receivables and accounts payable for organization along with its subsidiariesPerformed periodic review of financial reports and verifies accuracy and fiscal solvencyPerformed statistical analysis of expense and income accounts and budgetsMonitored and evaluated budgetary line items for appropriateness to ensure fiscal solvency and accountabilityMaintained communication with internal management regarding issues/questionsMaintained statistical reports and monitors timelines to meet strict deadlines in internal and external reporting regulationsAssisted with the review and verification of statistical and financial information including independent audit reportsResearched and analyzed financial data for internal managementCreated, organized, and maintains files using database and spreadsheet programsCollected, retrieved and organized data to identify financial discrepancies and resolves management inquiresKeller Williams Real Estate, Winston-Salem, NC 2009-2011CFOPrepared monthly financial statementsyearly budgetaccount analysisreceivablepayablespayrollquarterly taxesRandolph Community College, Asheboro, NC 2007-2009Accounting Professor (part time)Teaching financial, cost, and managerial accounting in the eveningAlternative Brands, Inc Mocksville, (company closed) 2006-2007Corporate ControllerPrepared financial statements, accounts payable, taxes, budgets and projects for the presidentAnalyzed monthly accruals, prepays and prepared depreciation and debt schedulesSupervised an accounting staff of ten, coaching and counseling, performance reviews, etc.Costing Evaluation.TCI Logistics, Kernersville, NC (company closed) 2004-2006ControllerPrepared financial statements, accounts payable, taxes, budgetsAnalyze monthly accruals, prepays and prepare depreciation and debt schedulesCosting Analysis  fuelSupervised and coached an accounting staff of sevenEnergy United, Statesville, NC 1999-2003Accounting ManagerPrepare financial statementsaccounts payableaccounts receivablegeneral ledgerCostingdeveloping accounting reports and supervised an accounting staffOther: During lay-offs and gaps of employment, work in Longs Accounting Service and previous assignments include Temporary Consultant for Vulcan Materials, Reynolds American and Substitute Teacher for Forsyth County Schools.CertificationsCertified Business (Public) AccountantAccredited Tax and Accounting PreparerNCACPA Staff Accountant Training Accredited Financial Analysis and lendingEducationMBA Accounting, Western University (online)B.S. Business, Appalachian State UniversityConcentration, Accounting, High Point UniversityCUNA, Lending certification University of Wisconsin School of BusinessProfessional AssociationsHPU Accounting SocietyRegional Alumni Director  KWUFormer Board Member  YMCA