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Work Background
Shoes For CrewsAccounting Manager/Controller
Oct. 2019 - Apr. 2023Boca Raton, FL
amg™ (Audiology Management Group, Inc.) now WS Audiology, Inc.Accounting Manager/Controller
Jul. 2018 - Oct. 2019Miami/Fort Lauderdale AreaPrivate Equity Owned - Acquired
-Provided both operational and fiscal support to the organizations' financial and plant management, as well as logistics and procurement teams,
-Lead the day to day accounting, financial, and inventory management.
-Directly assisted CFO on strategic and tactical financial matters as they related to acquisition, sales closing, budget planning, forecasting, financial management/reporting, and securing funding.
-Ensures legal and regulatory compliance for all accounting and financial reporting functions.
-Reviews and monitors internal controls, while maintaining an adequate system of accounting records.
-Facilitated the transition to new systems, through process redesign, implementation, and training. -Participated in Lean Six Sigma Projects and Kaizen events. Acted as a liaison for external audits and other projects as needed.
-Lead the financial preparation for successful private equity sale. Also playing a key role in the transition over to the management team.
Derby Building Products Inc.Controller
Oct. 2015 - Apr. 2018Miami/Fort Lauderdale AreaPrivate Equity Owned - Acquired
-Directly assisted CFO on strategic and tactical financial matters as they related to budget planning, forecasting, financial management/reporting, and internal controls. Proactively analyzed variances and communicated issues and opportunities to senior and operations management.
-Lead the day to day accounting, financial, and inventory management.
-Lead the month-end closing functions and the preparation of all monthly financial reports and ad hoc reports.
-Provided both operational and fiscal support to the organizations’ financial and plant management, as well as logistics and procurement teams.
-Lead the financial reporting package preparation for successful private equity sale. Also playing a key role in the transition over to the new management team. Facilitated the transition to new systems, through process redesign, implementation, and training. Also participating in Lean Six Sigma Projects & Kaizen events.
Women's Prosperity NetworkMember
Jan. 2012 - Dec. 2013
Helen. B. Bentley Family Health CenterChief Financial Officer (Consulting Role)
Jun. 2009 - Jul. 2012Miami, FL-Lead financial operations of this nonprofit organization and chartered the development, implementation, and ongoing oversight of the operational and capital budgets.
-Played a key role in providing senior management with key decision-making data by leading timely and accurate completion of monthly and annual fiscal reports.
-Contributed to annual strategic planning by providing guidance and leadership through the preparation of operational budgeting processes and performance of improvement plans. Lead a team of 9 including the accounting, grants management, billing, cashier, and MIS departments.
Preferred Accounting and Management Solutions, LLCPresident/CEO
Apr. 2009 - Apr. 2016Hollywood, FloridaA sole-owner consulting company with clients in industries ranging from Montessori schools, health care, online corporate apparel, real estate development and property management, and other small business entities. -CFO services (virtual and onsite), monthly accounting services (personal and business) including QuickBooks services, Audit facilitation assistance (pre-audit preparation & audit findings resolution), -Nonprofit financial management, Tax planning & preparation
Sharpton, Brunson, & Company PAAudit Supervisor
Jun. 2006 - Apr. 2009Miami/Fort Lauderdale AreaResponsible for overseeing client engagements, including multimillion-dollar operations spanning multi-year contracts. Managed the total customer experience through nurturing relationships and superior service. -Managed engagement audit efficiencies and maximized profit realizations by leading efforts across budgeting, scheduling, job assignments, audit teams, and third-party interactions.
-Developed financial improvement plans which included preparing and presenting audit findings, business improvement ideas, and industry development trends to senior management, audit committees, and boards of directors.
-Improved practice development initiatives by evaluating and counseling audit team members, and contributing to the new employee hiring, orientation, and training process. Led staff development programs by developing and conducting in-house educational training.
SHARPTON BRUNSON AND COMPANY P.A.Senior Auditor/Staff Auditor
Jun. 1999 - Jun. 2006MiamiInteracted with audit managers to ensure accuracy and integrity of financial statement reporting, compliance reporting, and required note disclosures. Chartered with assisting in development of audit plans as well as evaluation of various types of internal control environments and accounting operations. Included extensive experience with Single Audits and Yellow Book Standards. -Recognized for personal productivity and performance by receiving the “Extra Mile Award”.
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