Pauline Murphy is a member of Warren Whitney’s accounting service team. She provides clients with accounting services typically performed by a bookkeeper or senior accountant. Pauline has worked in the nonprofit, healthcare, construction, and retail industries. She is particularly talented at running an efficient and cost-effective administrative function. In addition to serving clients, Pauline has been the office manager with Warren Whitney for more than 15 years. She has more than 20 years of management experience, with a background in computers and accounting in a variety of industries.
Management Experience
Pauline generally services her clients in the role of bookkeeper or database manager. She has more than 20 years of experience in accounts payable and receivable, payroll and benefit solutions, budget and audit preparation, reconciliations, financial report generation and database management. She is also experienced in vendor negotiations, as well as preparing policy and procedure manuals.
Prior to joining Warren Whitney, Pauline was the executive assistant for the administrator of a home health agency, and a DME company. She was responsible for auditing client records, Medicare/Medicaid, third-party billing, purchasing office and medical supplies, and HR functions. She was also an office manager for a national construction firm and the executive assistant to the vice president of another construction company, where she was responsible for contracts, OSAS logs, processing A/P, and payroll, as well as other management functions.
Pauline possesses excellent computer skills and is proficient with MS Office and QuickBooks Pro, Peachtree and OSAS, as well as other accounting software.
Education and Professional Associations
Pauline graduated summa cum laude from J. Sargeant Reynolds with a degree in Computer Information Systems. She is also a Notary Public with the Commonwealth of Virginia.
Haley Jones is the Administrative Assistant for Warren Whitney. She provides recruiting, research, and administrative services to clients whilst managing the firm’s daily operations and website. Haley writes, edits, and distributes various external communications including Warren Whitney e-newsletters and announcements, and also serves as Warren Whitney’s event coordinator. Industry experience includes professional administrative support, nonprofits, academic research, fundraising, and museums.
Management Experience
Prior to joining Warren Whitney, Haley worked at the National Galleries of Scotland as a Curatorial Assistant Intern. She conducted research for upcoming exhibitions, provided proofreading and editing services to the curatorial staff, assisted with event coordination, and compiled museum survey data.
Haley also worked at the University of Richmond Museums as a Curatorial Assistant, Visitor Services Museum Attendant, and Joel and Lila Harnett Research Fellow. She conducted research while co-curating two exhibitions, drafted press releases and museum labels, and assisted with the coordination of public events and tours. Haley also provided administrative and visitor support, including cataloging works, updating the museums’ online database, and answering visitor inquiries.
Education and Professional Associations
Haley earned her M.S. in Modern and Contemporary Art History from the University of Edinburgh, and her B.A. in Leadership Studies from the University of Richmond. She was a member of Sigma Tau Delta National English Honour Society, Omicron Delta Kappa Leadership Honour Society, and Golden Key International Scholastic Honour Society.
Accounting and Management Experience:
Bonnie Grow joined Warren Whitney in December of 2012 as a senior accountant after a 27 year career as Finance Director of a non-profit assisted living facility serving low-income elderly and disabled residents. As such, she has extensive experience in all aspects of the accounting function including A/R, A/P and payroll processing, both in-house and out-sourced. She was also responsible for preparation of monthly financial statements, year-end closings, budgeting and completion of numerous reports for local departments of social services and state agencies.
Bonnie also has experience in the banking industry preparing job descriptions and creating audit program guides for a local Savings & Loan Association.
She is currently serving as a senior accountant for several clients in the non-profit sector and the for-profit industry.
Education and Professional Associations:
Bonnie has an undergraduate degree in Biology from Mary Washington College and a post-baccalaureate certificate in Accounting from Virginia Commonwealth University. She currently serves on the Board of Trustees of her local community association.
Gene Gregory is a director of Warren Whitney, working with clients requiring senior level operations, accounting, or financial management. He brings over 30 years of progressive experience helping organizations establish and meet growth and profitability through active and ongoing management decision making.
Management Experience:
Gene generally serves clients in the role of CFO or COO. He brings to clients a creative and enthusiastic, but studied approach to problem solving and broad, multidisciplined experience in effectively managing numerous projects and people to meet organizational goals.
Gene has served Warren Whitney for over twelve years, starting originally in 1993, with a break in service for a successful 11-year entrepreneurial stint as an owner of a specialized home medical equipment company. Returning in 2007, Gene has continued to serve not-for-profit clients with a variety of social enterprises and missions and business clients in a variety of industries. Clients have included:
- A local mental health and educational services organization,
- A multi-location health and fitness business,
- A regional family-owned quarry operation,
- A national membership organization,
- A local home health agency,
- A regional computer value-added reseller,
- A local family-owned heavy equipment service center,
- A local home health agency,
- A local performing arts organization.
Gene assists clients by identifying the organization’s strengths and weaknesses in operational and financial systems and processes, helping clients leverage strengths and correct deficiencies. Because of his broad functional experience, he favors comprehensive management to achieve an organization’s goals and can perform as a leader or management team member.
From 1996 to 2006, he was the senior vice president and part owner of Medical Modalities Inc. (MMI), a North Carolina based home medical equipment dealer. During that tenure with MMI, he managed operational and financial functions of the company, leading the company from its small business roots to regional recognition and success. He formalized organization and processes as the staff grew in number from eight to 55. Working with his partner, the company’s founder and president, Gene helped MMI open new product markets in profitable niches. Sales grew 800% over 10 years and the company’s market expanded from one to five states. The partners sold the company to a venture capital group with the financial capabilities to launch a national expansion, thus meeting a goal set when Gene joined MMI.
Prior to Gene’s earlier years with Warren Whitney, he was a senior manager for McGladrey & Pullen, a national public accounting and consulting firm. He coordinated financial consulting, auditing, and accounting services to manufacturing, distribution, and service companies, as well as to a variety of not-for-profit organizations including colleges, trade associations, and charitable entities. Perhaps uniquely, his experience with non-taxable entities added a fundamental knowledge of fund accounting and government reporting requirements to his other business skill sets. Before joining McGladrey & Pullen, Gene was an instructor of accounting and economics at Averett College.
Education and Professional Associations:
Gene holds an MBA from the University of North Carolina at Greensboro and a BA in Economics from Clemson University. He is licensed as a Certified Public Accountant by the Commonwealth of Virginia. He is a past member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the North Carolina Association of Medical Equipment Suppliers and the Virginia Government Finance Officers Association.
Stephanie T. Ford is a director of Warren Whitney and is responsible for Business Development. Stephanie spearheads discussions with company owners and executive management to understand the unique challenges of their business. She collaborates with Warren Whitney’s professionals to offer practical solutions that produce results for organizations going through different stages in their business life cycle.
Management Experience:
Stephanie has 20 years of experience in finance, commercial banking, and business strategy. A Richmond native, she came to Warren Whitney in 2004 and works with company CEOs and CFOs to analyze their organizations and achieve their most important financial objectives. Stephanie is adept at recognizing companies’ needs and finding appropriate, value-added solutions. Her client experience is diverse, including manufacturers, distributors, service firms, real estate, and nonprofits.
After learning about the needs of an organization, she determines the most cost-effective approach to match the right Warren Whitney talent level to the task. Because of her background, Stephanie is able to provide insight into strategic planning issues and perspective on a variety of business situations.
Stephanie directly assists clients in the following areas:
- Sales management and business development
- Business strategy
- Exit strategy
- Marketing strategy
- Financing alternatives
Prior to joining Warren Whitney, Stephanie was a commercial lending officer for NationsBank (now Bank of America) and BB&T. In a high-service, client-focused environment, she worked with companies with $5-$500 million in revenues with capital markets, insurance, leasing, cash management, private client, and asset management services. Senior management recognized her ability to work through complex situations, asking her to intercede in several crisis situations to save key accounts. In relationship reviews, clients frequently cited Stephanie’s skills in financial analysis, deal structuring, and credit approval, as well as her ability to listen to their most important needs and get to the heart of the matter.
She also knows what it takes to work inside organizations going through dynamic change, having worked with GE Financial Assurance (now Genworth) during a period of rapid acquisition and integration. As a financial analyst in their insurance division, her experience included improving processes, enhancing internal efficiencies, product-line forecasting, and profitability analysis.
Education and Professional Associations:
Stephanie holds a BBA in Marketing from James Madison University, as well as an MBA in Finance from the University of Richmond. Stephanie is also a 2005 graduate of Leadership Metro Richmond (LMR). Stephanie remains active in the community in a variety of ways. She is serving in her fourth term on the Board of Directors of the Henrico County Economic Development Authority where she carried the role of Treasurer, Vice Chair and Chair. She also serves on the board of Richmond Montessori School, where she led the Unfold Our Future Capital Campaign and was an integral part of defining the Master Campus Plan for their expansion. Other prior multi-year trustee terms include The Richmond Ballet, Trinity United Methodist Church, and the local Risk Management Association. Stephanie has been a participant in the Greater Richmond Chamber’s Business Roundtable program since 1996 and remains active in the local business community through a variety of professional organizations, such as the Virginia Council of CEOs.
Charles “Rique” Flato is a director of Warren Whitney. Rique generally serves his clients in the role of controller or CFO. He has a consistent record with various companies, utilizing financial expertise to improve accounting practices and turn problematic business conditions into profitable operations. The primary businesses served include construction, retail, real estate, and service organizations.
Management Experience:
Rique has broad experience in financial reporting in accordance with GAAP. He has been successful in developing appropriate internal accounting control systems and is also skilled at introducing and managing change while maintaining organizational relationships and management processes.
Prior to joining Warren Whitney, Rique was the controller for Fountainhead Development Group, a real estate development company. Rique played an integral role in helping to generate historic tax credits on development projects that the company owns and manages in Shockoe Slip, Shockoe Bottom, and Manchester areas of Richmond. Before joining Fountainhead, Rique was an independent business consultant to small- and medium-sized businesses. Services provided were similar to controllership and consulting services provided under the current Warren Whitney business model.
Rique also served as vice president and corporate treasurer for Fas Mart Convenience Stores, which operated 160 convenience stores in three states with annual revenues of approximately $200 million and 500 employees. During his tenure at Fas Mart, Rique was in charge of managing the accounting and financial record keeping with respect to the operating company, its affiliates, and related entities, including financial planning, budgeting, and profitability planning. In addition, he was responsible for the management of financial accounting systems and implementation of policies and procedures with respect to the control of cash and other elements of loss control. Responsibilities also included managing deposit and credit relationships with banks and for cash management and treasury operations.
Prior to joining Fas Mart, Rique was treasurer of Brooks Transfer and Storage Company and supervisor at McGladrey and Pullen, a national public accounting and consulting firm. During his five-year tenure at McGladrey, Rique supervised multiple audit teams led by senior auditors, revised audit documents to ensure proper compliance with GAAP, trained staff members in auditing procedures, and prepared and reviewed corporate, individual, proprietor, Sub-chapter S, and not-for-profit tax returns.
Education and Professional Associations:
Rique holds a BBA in Accounting from Sam Houston State University in Texas. Rique has served on the Board of Directors of Ducks Unlimited as treasurer, is a member of the West Richmond Businessman’s Association, Willow Oaks Country Club and is involved in many sports organizations in the Richmond community.
Janet Duncan, a Warren Whitney professional, has over 20 years of varied Human Resources and Compensation management experience fostering in long term, competitive strategies to attract, retain and engage top talent and achieve cost management. Her primary focus has been with Fortune 500 companies at the corporate, regional and manufacturing / distribution work environments. Her industry experience spans healthcare, energy (oil & coal), consumer products, and education. Janet provides a full range of HR consulting services and strategic solutions that are customized for each client and that provide a clear direction to company goals and objectives.
Management Experience:
Janet’s specialties are implementing HR projects and processes including acquisition/merger compensation, performance management, employment/ staffing and training/development. She enjoys rolling up her sleeves whether in an interim HR management role or working on a short-term project. Janet serves her clients in the following areas:
- Recruiting and Executive Search services
- Compensation consulting
- HR audits
- Performance management
- Employee focus groups and culture definition
- Change management
- Compliance, process improvement, and policy development
- Leadership development and counsel
Education and Professional Associations:
Janet received her M.S. in Human Resources Management from Georgia State University and her B.S. in Sociology with a Concentration in Analysis and Research (CAR) from the University of Wisconsin at Madison. She also holds two national certifications in Human Resources and facilitated HR accreditation courses for eight years. She is a member of the Richmond Society of Human Resources Management (SHRM) and national SHRM organizations.
Data Directions Inc.