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Phyllis is a pragmatic and solutions-focused finance leader with over 20 years of experience spanning accounting, auditing, and controllership roles across both private and multi-location organizations. She brings deep expertise in financial reporting, general ledger management, internal controls, and process transformation, with a strong track record of driving operational improvements in complex, high-volume environments. Phyllis has led cash-to-GAAP conversions, implemented cash reconciliation frameworks across distributed teams, and developed scalable policies and procedures for acquisitions and ERP integrations. Her experience also includes tax compliance across multiple jurisdictions, remote payment solutions, and accounting process design for healthcare, HVAC, nonprofit, and other service-driven industries.

LICENSES
  • Certified Public Accountant (CPA)
EDUCATION
  • Wake Forest University – Bachelor of Science, Accountancy