OVERVIEW: Summary of Accomplishments
CPA, MBA, PhD Candidate (Finance, Marketing, Accounting), Accounting Manager; Financial & Management Systems Development & Implementation; Turn-around Management Consultant-Problem ID, Development & Implementation of Solutions/Corrective Action Plans; Firm/Business Owner; Auditor (compliance, operations & internal); Financial Controls Management; Financial Modeling & Forecasting/Pro-Formas; Director of Internal Audit Program ($100 million manufacturing & sales organization); Due-diligence/Cost-Benefit Analysis.
Will travel.
PROFESSIONAL EXPERIENCE
North Carolina Department of State Treasurer 1999, 2000, 2005 - Present
Compliance Auditor, Financial Management Advisor 2005 – Present
Compliance Auditor – Contract Employee 2002, 2003, 2004
Accountant and Systems Consultant
Controller and Manager of Corporate Accounting
North Carolina Department of State Treasurer, Raleigh, NC, 05/1999 to Present
- Currently Systems Accountant: Visual Basic for Applications and Excel and Word Querying to maintain web site data and reporting.
- Advised NC Governmental units regarding accounting system installation, maintenance, and compliance with GAAP, GAAS, NCGS, budget preparation, development of practices and procedures on operational and financial processes.
- Reviewed audit reports for compliance with General Accepted Accounting Principles, Generally Accepted Auditing Standards, North Carolina General Statutes, and sound financial management practices.
- Developed the North Carolina Department of State Treasurer policy manual regarding cash management, purchasing, conflict of interest, and audit checklist.
- Attended Board and Council meetings as an advisor to present financial statements, budgets, findings and commensurate corrective actions plans for improving operational performance and financial position.
- Project advisor regarding turn around management of financial condition of medium size municipality resulting in Board of Commissioners voting unanimously on a $972,000 balanced budget with a growth of $82,000 in expenditures with anticipated revenue streams matching the increase.
- Duties included: compilation of data from local and municipal governments and assimilation of same into reports.
- Reviewed compliance provisions with General Statues and Generally Accepted Accounting Principles. Communicated with local governments regarding discrepancies.
- Provided advisory and consulting services to small municipalities regarding operations
- Installed networks, accounting systems, and policy and procedure matters.
- Gathered data and developed precursor to e-commerce policy for the Fiscal Management Section of the State Treasurer's Office.
George E. Harris, Certified Public Accountant and Consulting 1996
- Installing and supporting networks and accounting systems
- Consulting; configuring hardware and software, networking Windows 95, NT, and Windows for Workgroups and troubleshooting.
- Installing computer components and troubleshooting hardware problems-desktops, servers, and laptops.
- Project management: needs analysis and implementation of automated accounting and management information system.
- Preparing individual, corporate and partnership tax returns
MICROAGE COMPUTERS, Raleigh, NC 1993 to 1996 Sales and System Consultant
- Duties included planning and designing systems and sales of computers and peripherals.
- Developed contacts, analyzed customer needs, wrked with customers to determine best possible setup for equipment selections (servers, stand-alones, laptops, printers, plotters, networks).
- Accomplished sales of approximately four million dollars in equipment in a two-year period.
- Installed computer networks.
- Responsible for accounting: payroll, financial statement preparation, bank reconciliation, purchasing of products for resale, loan borrowing and curtailments, check writing and payment of invoice determination.
- Project management: automation of sales force throughout U. S. and Canada-350 sales/engineers personnel.
- Developed marketing plans, business plans, project plans for various companies including equipment / software feasibility, installing, training, and support.
PUBLIC ACCOUNTING - Durham and Raleigh, NC 1983 to 1991
- Prepared financial statements, income tax returns and related documents for corporations, partnerships, and individuals.
- Performed various consulting and administrative services on contractual basis including company start up. Established, implemented and automated cost and financial/management information systems.
- Responsible for cash planning controls and investments, maintenance of employee records, compensation, retirement benefits, employee insurance and corporate insurance.
- Supervised accounting and administrative personnel. Project management: information systems, accounting systems, payroll and personnel systems for various companies including multi-state auto maintenance insurance, freight and storage, multi-site auto repair centers, and radio communications.
- Developed spreadsheet application applicable to processing tax returns - consolidating K-1 data, rental financial data
- Developed spreadsheet applications applicable to cost data for various entities - budget analysis, overhead schedules and analysis, variable costing analysis
- Loan covenants and compliance initiatives
HARRIET AND HENDERSON YARNS, INC. Henderson, NC, 1971 to 1983 Manager of Corporate Accounting
- Reported to the Chief Executive Officer and Vice President of Finance ($100 million plus gross sales/1800 employees, 8 corporations and 1 non-profit (501c) prior to merger
- Prepared/supervised financial statements preparation, payroll tax reports/deposits: multi state/city, corporate, Sub S and partnership, non profit/trust (501c) tax returns
- Designed, implemented and maintained corporate budget system
- Analyzed capital investment
- Loan covenants and compliance initiatives
- Developed and implemented management information system (accounting and cost, including fixed assets, payroll, accounts payable, general ledger, inventory and shipping) in the environment of minicomputers.
- Planned and supervised physical inventory taking (raw materials, in process, finished goods, supplies and merchandise-FIFO, LIFO, and average-cost methods).
- Managed accounting for fixed assets
- Set up new manufacturing plants and companies' systems and coordinated equipment/machinery installations
- Responsible for coordinating year-end inventory and financial audits. Supervised accounts receivable, accounts payable, payroll, and shipping (11 employees)
- Major merger - eight companies into one, with 10Q and 10K filings
- Project management: setup of a manufacturing facility; responsible for the design, implementation and maintenance of corporate budget system; supervised internal audit team; inventory systems; management information system
1991-1993: Sales of Miscellaneous Products
EDUCATION
- PhD Candidate: Finance, Marketing and Accounting
- Masters in Business Administration - Regis University, October, 2000
- Bachelor of Science in Business Administration and Accounting, Campbell University, Buies Creek, NC, 1969, 1970
- Young Executive Institute, University of North Carolina at Chapel Hill, NC 1981
COMPUTER SOFTWARE EXPERIENCE
- VBA Excel and Excel Query development.
- Databases: Microsoft Access and Oracle.
- Spreadsheets: Microsoft Excel and Lotus 123.
- Accounting Systems: CYMA, Open Systems, Peachtree, Solomon, Quicken and others
- Word Processors: Microsoft Word, Word Perfect, DacEasy, Samna
- Visual Basic and C++ programming courses, Windows NT
COMPUTER SYSTEMS EXPERIENCE
- Networking in Windows 95, NT, and Windows for Work Groups, Powerlan Environments.
- Configuring hardware and software systems.
LICENSURE/PROFESSIONAL DESIGNATIONS
- Certified Public Accountant
- A+ Computing Technology Industry Association Certification (CompTIA)
REFERENCES: Available upon request