Professional Documents
Culture Documents
Proven skills to identify key financial issues, and drive plans to attain business results. Solid change agent and coalition
builder. Expertise in-depth financial analysis, reporting, forecasting, budgeting, problem solving, operational analysis,
process improvement, Best Practices, and implementation. HR payroll and benefits. Extensive, valuable working relations
with Sales, IT, Engineering, Tax, and Production departments. Multi-site management experience. High Ethics.
SYSTEMS EXPERIENCE
Microsoft Excel, Word, Access & Outlook MAS-90
Oracle MRP, now ERP
Navision Internally Developed Applications
Summit (PEO Payroll/Benefit System) Applications Support
BOSS & POS SYSTEM (Restaurant) Systems Conversion / Implementation
CAREER HIGHLIGHTS
Accounting Contractor for recruiters and private concerns (Salem, OR and Denver, CO). Mar 2008 to now
• Accounting (Software, GL, Payroll, Record Retention) and personnel consulting for a small business.
• Converted basic Cash Flow Budgets for three business structures over a five year period into Projected GAAP financial
statements:
Balance Sheet, P&L, Cash Flow, and Break Even Analysis to pay Venture Capital debt.
• Audited personnel record documentation and prepared Excel exception reports for company managed business locations.
On Command, Acquired by LodgeNet (Manufacture of Racks and configured computer systems, Installation, Testing,
distributor of movies, games, and TV to over 9,300 hotels worldwide), Acquired, Moved to So. Dakota Mar 2007 to Feb 2008
Fixed Assets Accountant and Analyst
• Accounting for $415 million+ Fixed/Intangible Assets for 7 locations in Oracle, and all month end financial closings.
• Capital Budgeting, Spending/Capitalization, and Executive Planning reports in Access and Excel.
KEY ACCOMPLISHMENTS:
• Developed methods to convert 44K+ assets to LodgeNet’s appraised values. Determined loss and gain amounts for Good Will.
• Established excellent interfacing relations with GL, IT, A/P, Purchasing, and Field operations for improved Accounting
processes.
Accounting Contractor of note worthy Positions during: Jul 2006 to Mar 2007
Trammel Crow Residential (TCR), Construction Division (with Accountants Choice)
• Job/Project auditing and analysis of 3 operational sub-contractors, draws and costing. Created Excel exception reports.
KEY ACCOMPLISHMENTS:
• Eliminated city auditor $45K Use Tax assessment. Found city owed TCR $10K.
• Audited, reconciled out of agreement TCR and Partnership GL's from 2004. Enabled draw reimbursement
Restaurant Solutions, Inc. (Financial, Payroll, Tax Accounting for Restaurants) Feb 2006 to Jul 2006
KEY ACCOMPLISHMENTS:
• Audited, adjusted client’s financials for entire year. and prepared their income taxes.
• Prepared client’s backlogged bank reconciliations, made accounting adjustments, to avoid non-compliance and law suits.
• Coordinated with IT and Operations to focus on best practices for better financial/operational/tax audit methods during the year.
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Wellshire Inn: as an employee of managing partner company Levy Restaurants Dec 2001 to Sep 2002
Financial Services Manager
Projected, reported variances weekly and monthly sales/budgets with Levy’s Restaurant Manger, and did month end closings.
KEY ACCOMPLISHMENTS:
• Reconciled prior partnership financials for due diligence for Levy. Updated and prepared further sales/use taxes.
• Structured new position that accounted for food & beverage revenues, costs, payables, receivables and general ledger.
• Transferred 275 prior partnership employees to Levy’s payroll system. Managed all HR, benefits and payroll processing.
• Converted Levy’s accounting system, BOSS, and instrumental in implementing new ePOSI-Touch. Trained operations.
• Awarded “Manager of the Quarter” for outstanding performance and operational accounting activities and training.
ADP Total Source, Vincam, Staff Administrators, Inc.; Public Professional Employer Organization Apr 1996 to Oct 2000
Manager of Financial Systems
• Managed cash flow, financial statements and internal reports for $100 million revenue region with 4 locations that out-sourced
payroll, human resources, insurance, cafeteria benefits, workers’ compensation and risk management.
KEY ACCOMPLISHMENTS:
• Combined with H.R. and Risk Control for clients to offset costly mistakes.
•Developed systems and procedures with Payroll/Insurance processors and IT to assure best practices for earning codes, expense
reimbursements, taxes, direct deposits, insurance, C-125, 401K, W-2 and 1099 reporting, and all GL matching.
• Reconciled client’s unemployment turnover. Instrumental in saving over $75,000 in state unemployment costs.
• Produced 3 years of financials with public auditors for successful due diligence in merger; Staff Administrators to Vincam 1997.
• Awarded “Best Employee of Month” 6 times.
Previous achievements in highly visible financial and operational accounting positions in various industries; Manufacturing and
Costing Management, Resolution Trust US Government, Research and Development, Engineering, and Financed/Leased Sales
Officer of the Institute of Management Accountants (IMA): First President of new combined Denver-Centennial Chapter, current
Board member, and prior Regional President of NM, CO and parts of WY. Continuing Education business and management programs
such as Best Practices, ERP, SOX, Balanced Scorecard, 6 Sigma and Supply Chain Management.
Crestcom Bullet Proof Manager Training: 12-month program completed for managing all operational business and employees.
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