Kerrie A. Williams
CFO | Insurance Operations Leader | Applied Epic Strategist | Driving Agency Growth & Innovation
- Role
- Chief Financial Officer at SIA Group, Inc.
- Location
- Jacksonville, NC, US
- LinkedIn followers
- 500 followers
About Kerrie A. Williams
Strategic and results-driven CPA with 10+ years of progressive experience in finance…
Experience
Chief Financial Officer
Feb 2024 — Present · Jacksonville, NC, US
Oversee agency-wide implementation, optimization, and workflow standardization within Applied Epic, ensuring effective usage across departments-Drive adoption of complementary platforms, focusing on automation, productivity, and reporting improvements-Collaborate with senior management to improve data visibility, streamline financial processes, and support performance-driven decision-making-Lead strategic forecasting and scenario planning for headcount, revenue, and acquisitions, enabling proactive decision-making to support sustainable agency growth and adapt to evolving market conditions-Manage people operations including DEI initiatives, compensation planning, and employee engagement programs across multiple locations and remote environments-Support the team serving affiliated Master Agency partners by overseeing financial processes, facilitating timely payments, and enabling educational initiatives to promote partner success and growth.
Education
Coastal Carolina Community College
Associate of Arts (A.A.)
2014 — 2015
Western Governors University
Master of Science, Accounting
2017 — 2017
University of North Carolina at Charlotte
Doctorate in Business Administration
2021 — 2024
Skills
- Journal Entries
- Reynolds
- Fiscal Policy
- Accruals
- Bank Reconciliation
- Fixed Assets
- Customer Service
- Communication
- Outsourcing
- Automotive
- Digital Media
- Accounts Payable & Receivable
- Investments
- International Business Development
- Computer Security
- Research
- Quickbooks
- Team Motivation
- Business Analysis
- Liability
- Gaap
- Management
- Balance Sheet
- Microsoft Excel
- Powerpoint
- General Ledger
- Cost Accounting
- Training
- Creative Solutions Accounting Software
- Microsoft Word
- Team Leadership
- Suspense
- Team Synergy
- Marketing
- Profit Margins
- Social Media
- Microsoft Office
- Teamwork
- Asset Allocation
- Banking
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