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Work Background
PKS & Company, P.A.Staff Accountant
Mar. 2024Salisbury, Maryland, United States
CrabPlace.comDirector of Finance
Dec. 2016 - Feb. 2023Maryland, United StatesAs Director of Finance at Crabplace.com, Inc., I embraced a leadership role marked by strategic vision and relentless pursuit of excellence, Guiding the company's financial planning, my team and I focused on insightful analyses to strategically navigate risks and opportunities, always keeping a keen eye on the financial position of the company. Internal and external audits were not just a procedural requirement but an opportunity for growth; they were meticulously led to foster transparency and efficiency. Daily operational controls were a part of my purview, encompassing areas such as accounts receivable and payable, payroll management, and benefits planning. I took pride in crafting comprehensive forecasts and reporting our achievements and insights to my fellow executives. Partnering with the CEO, our collaboration ensured alignment and momentum in achieving our shared vision for success.
Landmark Insurance & Financial Group, Inc.Controller
May. 2012 - Apr. 2014Princess Anne, Maryland, United StatesI held the crucial role of Controller, where my responsibilities were vast and pivotal in steering the financial direction of the organization. My focus was on crafting a robust framework for budget accounting, cash and credit management, aligning them with the vision of the company. I worked diligently in coordinating various financial aspects such as budgeting, procurement, and investment activities, always keeping an eye on compliance with regulatory requirements. Establishing firm financial controls within the accounting department was key, and I took pride in directing the financial decisions by monitoring and enforcing meticulously designed policies. Creating budgets, forecasting, and presenting detailed financial reports was a regular part of my role, and I had the pleasure to guide the management in commercial and financial matters, reinforcing the company's financial integrity.
Insurance Management Group, Inc.Comptroller
Sep. 2009 - May. 2011Ocean City, Maryland, United StatesI exhibited comprehensive financial leadership, reconciling bills, overseeing payables, receivables, and expenses, and managing the general ledger. I prepared quarterly reports, collaborated on billing resolutions, and monitored tax activities for compliance. My stewardship also extended to payroll, commission tracking, fraud prevention, and budget control. As an administrator for 401K and employee benefits, I ensured the alignment of financial practices with organizational objectives. My role also included updating and managing HR records, reflecting a holistic commitment to fiscal and organizational excellence.
Blue Water Business DevelopmentSales Manager
Jan. 2005 - Aug. 2008Berlin, Maryland, United StatesI oversaw the full staff management lifecycle including recruitment, training, onboarding, and termination when necessary. I skillfully coordinated and monitored operational activities, determining salaries, scheduling work hours, and resolving workplace conflicts. My expertise in administering customized employee training programs emphasized sales ethics, techniques, and quota-maintaining strategies. I regularly organized and led team meetings to review progress and sales goals, driving productivity. My leadership also extended to developing sales campaigns and promotions, and managing marketing and advertising efforts. All these responsibilities were diligently aligned with the company's overarching financial and business goals.
Self EmployedBookkeeper/Tax Preparer
Jan. 1998 - Jan. 2016Navigating the intricate world of finance, I spent years as a self-employed bookkeeper and tax preparer, embracing both the challenges and freedoms that come with autonomy. My work encompassed recording daily financial transactions with precision, ensuring that everything aligned correctly across various ledgers. But it was more than just number crunching; it was about understanding the individual needs of each client, whether advising on tax strategies or calculating payments. I also managed the complex arenas of accounts receivable/payable and timely payroll processing. Researching new tax laws and completing forms became second nature. This experience taught me resilience, critical thinking, and how to create tailored solutions, attributes that have proven invaluable in my continued journey as an independent leader in the financial domain.
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