12316 Hampton Way, Suite 104
Wake Forest, NC  27587
252) 916-2288
This email address is being protected from spambots. You need JavaScript enabled to view it.

OBJECTIVE:To obtain a position that utilizes my 10 years of management, accounting, tax, and information technology experience as a team member within a growing company.


CAPITAL MARKETING GROUP ($2MM) - Chief Operating Officer                    1/14-Present

  • Responsible for managing all hands-on operational aspects of the company.
  • Develop and implement plans for the operational infrastructure of systems, processes, and personnel.
  • Build a success-oriented, accountable environment within the company.

HEALTHLINK OF AMERICA ($11MM) - Accounting & IT Director                    1/10-1/14

  • Work directly with CEO, COO, and CCO in planning and directing strategic plan, budgets, and business units.
  • Responsible for oversight and supervision of accounting, benefits, and IT.
  • Develop accounting and IT policies, procedures, and internal controls.
  • Managing and directing finances of 100+ staff at 4 locations in North Carolina.

Key Accomplishments:

  • Within three months of my appointment, I uncovered over $70,000 in health benefit overbilling(s) and reorganized workflow to a more efficient functional alignment to eliminate future errors.
  • Designed and implemented a network-provider contract system to achieve additional revenue streams and position the company’s structure to apply for MCO status as part of strategic plan.
  • Designed and built an intranet system to enhance operations which included: VoIP, capturing staff time and attendance, facilitating staff training and testing, and improving document management.

 A.T. ALLEN & COMPANY, LLP - Senior Accountant             2/07-5/09

  • Conducted evaluations of internal controls, performed assessments, and offered solutions to clients.
  • Prepared audit programs for approval and performed initial SOX compliance with risk based approach.
  • Managed the audit/assurance process from acceptance to final billing.
  • Reviewed and prepared non-profit, individual, and business tax returns.

Key Accomplishments:

  • Developed and implemented a paperless audit work paper system to reduce cost and enable better collaboration among audit team members.
  • After my first year I was designated as the firm’s staff responsible for drafting and reporting on internal control related matters identified during an audit.

MICKLE & ASSOCIATES, P.A. - Business Owner             8/06-2/07

  • Prepared corporate, partnership, and individual tax returns.
  • Prepared payroll and sales tax returns for local business entities.
  • Grew practice to $30k in less than 6 months.

PITTARD, PERRY & CRONE, INC. - Staff Accountant             7/05-7/06

  • In-charge auditor on several audits of local businesses and local government entities.
  • Prepared corporate, partnership, and individual tax returns.
  • Provide assistance to audit manager(s) and perform field work.
  • Conducted evaluations of internal controls and drafted flow charts for client files.

ASMO of GREENVILLE NC - Network Administrator             2/04-7/05

  • Designed computer process improvements for various departments.
  • Managed wired and wireless user network traffic, files, and folders.
  • Managed servers and backup files for AS/400 and JDE.

EAST CAROLINA UNIVERSITY - Graduate Assistant         8/03-1/04

  • Worked with Distance Learning Department and reconciled student payments to deposits.
  • Maintained an Excel spreadsheet to reconcile with Registrar and Cashier's Office.
  • Processed incoming manual checks, prepared deposit for accounting, and recorded in database.

H&R BLOCK CORPORATE - District Bookkeeper/Instructor         11/01-1/04

  • Maintained PeopleSoft HR database.
  • Reconciled monthly bank accounts and general ledger.
  • Reconciled credit card transactions and batch reports.
  • Taught advanced level tax courses for incoming and existing students.
  • Formulated a recruitment program for local university and community college.


EAST CAROLINA UNIVERSITY, Greenville, North Carolina
Master of Science in Accounting, Tax Concentration         July 2005

EAST CAROLINA UNIVERSITY, Greenville, North Carolina
Bachelor of Science in Accounting                 December 2003


Windows, any Microsoft Office Product, TaxCut, Quicken, TurboTax, QuickBooks, UltraTax, ProSystem Audit and Tax, RIA, CCH, ATX, TaxAnalyst, BNA Tax Research and Projection, ProQuest, Peachtree, Sage, Joomla, Internet, AS/400, MK, JDE, Visual Basic, HTML, CSS, PHP, and Lotus Notes.

 REFERENCES: Available upon request.