EDUCATION
Clarion University of Pennsylvania
Degree: Bachelor of Science in Business Admin.
Major: Accounting
Graduation Date: May 11, 1991
Ranking: 172/1274 Seniors Overall QPA: 3.55/4.00
Medical Terminology Certification Feb. 2010
APSA Certification Feb. 2010
COMPUTER EXPERIENCE
CSIU School Software
Edunet & Weidenhammer School Software
Microsoft Apps: Excel, Works, Access, PowerPoint
Quickbooks
Lotus and QuatroPro
IFAS Financial Software
SouthWare
EMPLOYMENT HISTORY
Laurel Baye Healthcare, Mount Pleasant, SC – Assistant Controller – August 2010 – Present
• Assistant Controller to all Companies including Allied Health Resources, Impact Therapy, Therapy 4 Seniors, Laurel Baye Healthcare, Laurel Baye Medical, Southeastern Healthcare, with the focus being on Allied Health Resources with annual revenue of $6.9Million
• Completed the Annual Budget for Allied Health Resources with a focus on maximizing revenue and reducing expenses
• Implemented a software transition to Southware
• Focused on Process Improvement in policies and procedures inventory, billing and accounting departments
• Supervised Staff in Payroll, Accounts payable, Billing, Accounting, (including making hiring decisions)
• Cash forecasting, Weekly and Monthly Financial Reporting, including journal entries and cash transfers
• Responsible for Financing of Lines of Credits for purchases of Inventory and Fixed Assets
• Inventory reconciliations and any and all other related duties to ensure operations
City of Charleston, Charleston, SC – Assistant Finance Director - April 2008 – August 2010
• Supervisor to Treasurer’s Office, Payroll Department, Bank Reconciliations and Accounts Payable Department including hiring decisions
• Liaison between Human Resources and the Finance Division
• Responsible for working hand and hand with the IT department to improve procedures in all areas of the Finance Division
• Responsible for cultivating banking relationships and supervising reconciliations of accounts
• Put in place Check Recovery system and worked with Legal to draft a policy and procedure to recover funds for the City
• Preparation of state reports
• Journal Entries and related processed to balance accounts
• Part of the team preparing Comprehensive Annual Financial Report to State Agencies
• Member of Government Finance Officers Association
• Property Tax calculations
• Work with all City departments to facilitate policies and procedures Recordkeeping
• Helped write the City’s Investment Policy and complete CD investments
• Track Daily Cash Flows through online banking, Complete all wire transfers of funds
• Team leader for Grant Accounting procedures and compliance
• Responsible for the Budget function for the Finance Division
• Review Capital Project Accountant state reports
• Any other accounting projects assigned by the Finance Director
Brookville Area School District, Brookville, PA – Business Administrator – December 2006 – April 2008
• Chief Financial Officer for the School District
• Transportation Director
• Supervisory role for Payroll, Payables, Transportation, Personnel, Bids, Tax Collections, Reconciliations, Insurance, Attendance, Journal Entries, Revenue, and Student Activity Accounts
• Responsible for $25Million Budget function, Purchasing function, Investments, Monthly and Annual fund reconciliations
• Liaison between district and auditors
• Implementation of CSIU software applications for Fund Accounting, Personnel and Payroll
• Monitoring and reporting to the Department of Education for the Alternative Education Program
• Assistant Board Secretary
• Annual Financial Reporting to the Department of Education
• Inventory and Capital asset valuations
• Bond Refinancing
• Insurance Consortium Member
• Contract Negotiations (Personnel and Service Provider)
• E-Rate Fund Coordinator
• Capital Reserve Fund Project
• Scholastic Foundation Board Member
• Charter School Reconciliations
• Implementation of new programs for the district: Flexible Spending Account, GASB 45 compliance, New 403 (b) Tax Sheltered Annuity Regulations
• Member of Pennsylvania Association of School Busines...
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