Experience

• 

  Private practice

  • Boulder, CO

  • Accounting, Tax, and Management Consultant

    • 1984 - Present
    • Boulder, CO

    Perform outsourced accounting and management consulting for clients in all aspects of business operations. Clients include consultants, law firms, real estate professionals, non-profits, trade associations, and companies in the medical device, engineering and telecommunications industries. A Current High-Tech Company- Prepare job-cost based financial statements on a monthly basis- Prepare all payroll tax returns- Prepare federal and state corporate tax returns- Prepare job cost reports- Invoice clientsA Current Publicly Traded Company- Draft 10-K and 10-Q - Prepare supporting audit schedules for 10-K and 10-Q- Prepare consolidation on a quarterly basis- Prepare account reconciliations for parent company and research historicalaccounting activity- Liaison between Portuguese subsidiary and parent company, including reconciliation of foreign financial statements to U.S. statements - Prepare cash flow analysis for future cash requirements- Perform Sarbanes Oxley testing- Assist in converting financial statements and footnotes into EDGAR HTML document for filing with the SEC- Review all federal and state tax returns and payroll tax returns- Perform audit preparation , including schedules and variance analysis- Research recent accounting pronouncements, SEC requirements, & tax requirements at federal and state level.- Research XBRL, including SEC requirements, vendor qualifications and method of implementationA Current Non-Profit Organization- Prepare all audit work papers for outside auditors- Prepare all journal entries on a monthly basis- Prepare property tax return- Prepare federal Form 990- Calculate group-term life amounts for payroll- Reconcile all bank accounts on a monthly basis- Prepare 1099’s

• 

  Deloitte

  • Denver, CO

  • Senior Accountant

    • 1981 - 1983
    • Denver, CO

    - Served clients in telecommunications, manufacturing, real estate, construction, local government and non-profit sectors- Prepared reports, including those for SEC clients- Managed client audits, recommended improvements in client accounting systems and controls

• 

  API

  • Washington D.C. Metro Area

  • Assistant to the V.P. of Management & Budget

    • 1977 - 1981
    • Washington D.C. Metro Area

    - Developed organizational budgets, created policy and procedures for accounting functions, conducted research and performed financial analysis