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Durham, NC 27713
Finance Professional
10 years experience W2
Average rating
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Experienced and detail-oriented small business controller with 12+ years across such roles as production planner, CFO, controller, and accountant in a manufacturing environment. Possessing of an expansive history in the accounting industry and demonstrated proficiency with internal controls and instituting process improvements. Excels at entering organizations at their low points to bring functions back from a failing position through rebuilding the entire operational structure from the ground up.

  • Cost Accounting. Superior comprehension of budgeting, cash flow, and forecasting which leads to effective operational and cost accounting.
  • Financial Officer. C-suite level financial officer with strong operative skills in full-cycle accounting, possessing a familiarity with business operations to perform in-depth financial analysis relative to aging, turnover, costs, and trends.
  • Forecasting. Outstanding ability to engage in predictive forecasting to drive data-gathering to facilitate decision-making and monitoring appropriate controls in place.
  • Loss Prevention. Ability to minimize losses and maximize profits through retaining revenues, reducing expenses, and safeguarding organizational assets.
  • Leadership. Effectively leads global teams to drive auditing, treasury, revenue analysis, and payroll and benefits administration processes demonstrated capacity for increasing profitability and brand presence, even during economic recessions. Motivated to continue career growth with a long-term position as a controller, chief financial officer, or director of finance, to contribute professional specialty of performing controlling to small
  • and mid-sized businesses. Actively seeking new career opportunities for new challenges in an established team setting particular interest in working within the software or manufacturing sectors.


  • Business Operations
  • Growth Strategies
  • Long-Term Client Relations
  • Resource & Program Management
  • Project Coordination
  • Process & Change Management
  • Conflict Resolution
  • Team Leadership
  • Project Implementation
  • Strategic Planning
  • Mentoring & Coaching
  • New Team Member Onboarding
  • Financial Analysis
  • Employee Benefits Administration
  • Revenue Recognition
  • Budgeting, Cash Flow, & Forecasting
  • Internal Controls
  • Operational & Cash Accounting
  • Accounts Receivable (A/R)
  • Accounts Payable (A/P)
  • Procurement
  • Financial Risk Mitigation
  • Management Contracts
  • Profitability Modeling
  • Grants & Commercial Funding

Chief Financial Officer
Jan 2020 - present
  • Manage financial risk tolerance and exposure, then devise strategies for ownership within prominent, multi-million dollar local restaurant group.
  • Organize and facilitate management contracts for two new brick-and-mortar locations to expand brand presence locally and secure a broader portion of the consumer market.
  • Devise profitability models, outlining future business plans to capture revenue-producing opportunities while also reviewing existing business models to assess and evaluate profitability prospects.
  • Analyze infrastructure and relevant improvements, specifically focused on inventory and financial software, hardware, to procure and implement additional improvements.
  • Architect forecasting models, leading to better time management tools and visual display tools which support business goals by delineating specific scheduling timeframes.
  • Pursue and secure grants and commercial funding through COVID-19 pandemic, allowing the capacity to maintain staffing levels and operations through economic downturn.
  • Direct third-party accounting and audit firm relative to outsourced functions including but not limited to: A/R, A/P, payroll, taxes, and annual audits efforts facilitated ongoing operations and compliance with established regulations.
Business Operations Internal Controlls Financial Statements Month End Close Cash management Budget Analysis Accounting Excel Financial Reporting Regulatory Reporting
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Controller / Human Resources Manager
Jan 2019 - Jan 2020
  • For short-term role with pre-determined time period, coordinated with external audit firm to undergo first audit procedure engage in all actions related to performing a comprehensive audit, adhering to compliance and regulations throughout.
  • Worked to maximize return on financial assets through creation and refining of financial policies and controls, using reporting systems for insight into operations.
  • Monitored cash flow and treasury, creating projections and reports along with revenue analysis for presentation to senior decision-makers.
  • Compiled financial results related to monthly and quarterly performance, then present to board of directors to communicate current status and give recommendations for improvements.
  • Developed monthly close procedures and defined key performance indicators (KPIs) to give insight into operations, identify goals, and close gaps.
  • Implemented internal controls and processes for manufacturing client, then led full-scale production for global organization, thereby promoting budget objective achievement.
  • Led small team of local finance and global shared service accounting professionals through month
  • and year-end close procedures, while investigating and reporting to senior C-suite level executives abroad.
  • Managed operating expenses budget of $12M and capital expenses budget of $4M+ for startup plant, effectively growing profit margin sufficient to support an increase in new team members by 35%.
Business Operations Internal Controlls Financial Statements Month End Close Cash management Budget Analysis Accounting Excel IFRS Financial Reporting Regulatory Reporting
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Jan 2017 - Jan 2018
  • Directed accounting functions across global organization which included knowledge of correct procedures and recording techniques across multiple different currencies.
  • Managed cash flow organization-wide as well as expense reimbursement and banking activity to promote reducing unnecessary costs and increasing profit margins.
  • Materially participated in human resources actions to include payroll, benefits enrollment, and benefits administration.
  • Coordinated regular financial reporting packages as well as taking ownership of preparing and filing applicable tax returns reconciled accounts payable and accounts receivable.
Business Operations Internal Controlls Financial Statements Month End Close Cash management Budget Analysis Accounting Excel Financial Reporting Regulatory Reporting IFRS
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Sr. Cost Accountant
Jan 2012 - Jan 2017
  • Began as Senior Financial Analyst and, through proving ability to add professional value to the team, was advanced to higher-profile position to take on additional responsibilities.
  • Reconciled material, labor costs, and inventory levels for more than a dozen locations situated around the globe.
  • Analyzed and presented revenue margins and manufacturing efficiencies for four countries resulting in operational efficiency and streamlining.
  • Prepared comparative analysis during process of selecting new contract manufacturers, presenting results to senior management for informed decision-making.
  • Post-acquisition, took ownership over and led transition with respect to financial analytics and reporting.
Business Operations Financial Statements Month End Close Budget Analysis Accounting Excel Financial Reporting Regulatory Reporting
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Edit Skills
Non-cloudteam Skill
Bachelor's in Music
University of North Carolina, 2002 - 2006
Minor: Business Administration
Budget Analysis
Business Operations
Financial Reporting
Financial Statements
Month End Close
Regulatory Reporting
Cash management
Internal Controlls
English, Fluent/Bilingual
& Commercial Funding, 0