Experience

Southwest College of Naturopathic Medicine & Health Sciences

• Sr. Accountant

  • Jan 2022 - Present



Daystar Products International, Inc.

• Phoenix, Arizona Area

• Sr accountant

  • Jan 2020 - Dec 2021

  Sr. Accountant for medium-sized private equity held company. Sr. Accountant for medium-sized private equity held company.



Solugenix

• Scottsdale, Arizona

• Sr Accountant

  • Feb 2018 - Jan 2020

  Sr. Accountant in medium-sized privately held company. Sr. Accountant in medium-sized privately held company.



US Foods

• United States
• Food and Beverage Services
• 700 & Above Employee

• Sr Controls and Compliance Analyst

  • Jun 2015 - Feb 2018

• Contract - Sr Financial Analyst

  • Sep 2014 - Jun 2015

  Streamlining several process in account and bank reconciliations to improve accuracy and process times.



SkyMall

• Phoenix, AZ

• Contract - Vendor Payables Supervisor

  • May 2014 - Sep 2014

  Responsible for daily processing ,updating databases, new vendor setup, reconciliations, and monthly processing in a high volume AP department. Managed 4 analysts. Responsible for daily processing ,updating databases, new vendor setup, reconciliations, and monthly processing in a high volume AP department. Managed 4 analysts.



Mutual of Omaha Bank

• Contract - Profitability and Costing Project

  • Nov 2013 - Apr 2014

  Create, conduct, and monitor timing studies with various departments. Analyze and convert study results to cost to be used in profitability analysis. Prepare and present presentations on results to Sr managememt. Create, conduct, and monitor timing studies with various departments. Analyze and convert study results to cost to be used in profitability analysis. Prepare and present presentations on results to Sr managememt.



Immunodiagnostic Systems (IDS)

• Scottsdale, AZ

• Contract - Senior Staff Accountant

  • Sep 2013 - Nov 2013

  Month-End Entries and Reconciliation. Bring Sales Tax and licensing current in multiple states. Month-End Entries and Reconciliation. Bring Sales Tax and licensing current in multiple states.



First Fidelity Bank (Formerly Sunrise Bank of Arizona)

• Phoenix, AZ

• Sr Credit Adminstration Analyst

  • Nov 2011 - Oct 2013

  Monitor loan portfolio, credit administration, and regulatory reporting. Prepare loan portfolio and analysis reports to Chief Credit Officer, Bank President, and other executives. Maintain credit administration databases, spreadsheets, and documents used for internal and external reporting and analysis to include board reports. Prepare loan reports for Chief Credit Officers and Commercial Bankers Underwrite, analyze, and prepare financial statement/tax return spreads and analysis for loan presentations. Analyze credit and collateral aspects of business and individual loans both secured and unsecured.



O'Reilly Auto Parts

• United States
• Retail
• 700 & Above Employee

• Sr Financial Analyst

  • 2007 - 2011

• Inventory Accounting Supervisor

  • 2001 - 2007

  Responsible for performance management and supervision of 8 accounting employees.Created GL reconciliation program in Access resulting in substantial time savings.Scheduling & managing physical inventories for 1300+ stores.Created & coordinated the implementation of new physical inventory variance reports that saved the company over 25,000 labor hours per year and helped to reduce inventory service expense increases.Reconciling and booking inventory results.Creating new methods of analysis of both cut-off issues & system deficiencies.Participated in SOX404 flow charts and process maps.



O'Reilly Automotive

• Business Development Analyst

  • 1998 - 2001

  Application development & architecture for commercial sales department. Maintenance & generation of all management reports. Developed new pricing analysis routine, which increased gross profit on sales by more than ½ %. Application development & architecture for commercial sales department. Maintenance & generation of all management reports. Developed new pricing analysis routine, which increased gross profit on sales by more than ½ %.



Cruise America

• Assistant Regional Controller

  • 1996 - 1998

  Eastern Region Assistant Controller responsible for AP, AR & GL for all states except California which represented 2/3rds of the business. Responsible for performance management & supervision of 9 employees and temporary personnel. Maintained Canadian rental fleet of approximately 3,500 vehicles (125-200 MM Canadian dollars). Currency translations. Maintained depreciation schedules, asset acquisition/retirement, etc. Prepared and interfaced with Toronto Dominion Bank in regards to a major debt refinancing project. Coordinated workflow of revenue stream between accounting department and 17 company owned locations. Managed customer rental deposits, collections (domestic & International). Setup and maintained accounting procedures and controls for a joint venture between Cruise America and another large company. Experienced with internal/external auditors from KPMG, D & T.



Crusie America, Inc.

• Accounting Supervisor

  • 1995 - 1996

  Assisted in external income & sales tax audits. (U.S. and Canadian). Responsible for training new sales tax and property tax personnel. Compiled records for sales journals and reviewed income sub ledgers. Responsible for performance management & supervision of 4 accounting employees. Assisted in external income & sales tax audits. (U.S. and Canadian). Responsible for training new sales tax and property tax personnel. Compiled records for sales journals and reviewed income sub ledgers. Responsible for performance management & supervision of 4 accounting employees.



Cruise America, Inc.

• Staff Accountant

  • 1993 - 1995

  Prepared sales and personal property tax for 35 states & Canada. Maintained sales fleet & flooring accounts for a fleet of over 1000 vehicles. Prepared sales journals, inventory reports, receivable tracking, acquisitions & retirements. Tracked, reconciled & processed AMEX and Diner’s Club accounts/chargebacks. Multiple general ledger account reconciliation’s. Prepared sales and personal property tax for 35 states & Canada. Maintained sales fleet & flooring accounts for a fleet of over 1000 vehicles. Prepared sales journals, inventory reports, receivable tracking, acquisitions & retirements. Tracked, reconciled & processed AMEX and Diner’s Club accounts/chargebacks. Multiple general ledger account reconciliation’s.