Controler

• Apr 2020 - Present

Owner

• Mar 2013 - Present

Helping small businesses be successful by taking care of their bookkeeping, taxes and back office tasks so they can focus on growing their business. I can assess your current bookkeeping/accounting structure; make recommendations or implement improvements. Helping small businesses be successful by taking care of their bookkeeping, taxes and back office tasks so they can focus on growing their business. I can assess your current bookkeeping/accounting structure; make recommendations or implement improvements.

Accountant

• Jul 2011 - Present

Oversight of Chamber bookkeeping and making recommendations for streamling operations. Preparation of monthly financial reports and annual budget. Oversight of Chamber bookkeeping and making recommendations for streamling operations. Preparation of monthly financial reports and annual budget.

Damsel PRO

• Dec 2017 - Present

Educating, Empowering and Equipping individuals with Self Defense Tools. Interested in hosting an event? Hostess receives Free + 1/2 price items based on event sales. Educating, Empowering and Equipping individuals with Self Defense Tools. Interested in hosting an event? Hostess receives Free + 1/2 price items based on event sales.

Controller

• May 2018 - Sep 2019

Responsibilities • Overall authority for the financial operation of the organization, budget preparation and administration, external audit and taxation, accounting, monthly closing of books, account reconciliation, journal entry adjustments and Cash Management. • Managed all areas of accounting including Financial Reporting and month end closing, Accounts Receivable, Accounts Payable, Payroll and Payroll Tax Reporting • Managed team of three individuals. • Researched and recommend ways to improve and streamline operations. Accomplishments • Learned through others and self-teaching how to work with Deltek Vision Software; which was designed by Engineers for Engineers and not for accounting. • Reconciled Balance Sheet Accounts which had not been done by my predecessors. • Modified spreadsheets used for summarizing items such as Payroll Tax Liability and 401K for entering AP Vouchers and Payments to IRS via EFTPS. • Improved Financial Reporting and was praised by all four Partners who said they were the best and more meaningful than they ever received. • Mentored and guided a staff member that was just starting his career as an accountant • Improved many of their accounting processes; some with minor tweaks and some with major improvements such as credit cards and processing thereof, which included downloading charges and uploading into Deltek Vision; thus making it more efficient for the Credit Card Holders to code and process their charges and for accounting to reconcile. • Collaborated with a staff member to switch from writing/printing checks to ACH payments and Bank File Uploads. Skills Used • Excel spreadsheet creation and modification • Adapted to Deltek Visions, the most difficult Project Management/Accounting software program. Show less

Controller

• Apr 2013 - Feb 2018

Managed Cash Flow. Prepared and improved Financial Reporting. Improved and oversaw accounting processes. Prepared semi-monthly payroll, paid payroll taxes and funded 401(k). Prepared and submitted Sales Tax Reports. Generated and submitted quarterly payroll reports. Improved and modernized spreadsheets as needed including the project code list to track event dates and billing status. Continuously looked for ways to fine tune reports to assist project managers and coordinators. Implemented Tallie, an expense reporting program and TSheets, a time sheet program, that sync with Quickbooks. Tallie streamlined the reporting and entering of credit card transactions. TSheets includes mobile tracking of time and eliminated manual time sheets. The ease of use is simply amazing for both TSheets & Tallie; the employees love the simplicity and because they are constantly on the go, they love the mobility. I am a very creative accountant who consistently looks for ways to improve processes for the entire company. Show less

District Treasurer

• Jul 2014 - Jun 2015

Responsible for Financial record keeping for Toastmasters District 55 Responsible for Financial record keeping for Toastmasters District 55

Regional Controller and Treasury

• Jun 2012 - Mar 2013

Accepted full time position as Regional Controller and Treasury Accepted full time position as Regional Controller and Treasury

Director of Finance

• Nov 1995 - Apr 2011

Preparation of annual budget and monthly financial reports. Direct all finance and accounting processes. Set up accounting processes and procedures for new owners in 2001 when Schwartz Engineering Company was sold to Jet Aviation. Researched, recommended and implemented Dynamics SL, an accounting and project managment software program. Transitioned to new ownership in 2008 when General Dynamics purchased Jet Aviation. Preparation of annual budget and monthly financial reports. Direct all finance and accounting processes. Set up accounting processes and procedures for new owners in 2001 when Schwartz Engineering Company was sold to Jet Aviation. Researched, recommended and implemented Dynamics SL, an accounting and project managment software program. Transitioned to new ownership in 2008 when General Dynamics purchased Jet Aviation.

Controller

• 1991 - 2001

Organized and streamlined bookkeeping operations, managed cash flow, provided financial oversight for manufacturing and inventory control. Worked with owner on business strategies. Prepared monthly financial reports, payroll and tax returns. Managed all aspects of accounting. Organized and streamlined bookkeeping operations, managed cash flow, provided financial oversight for manufacturing and inventory control. Worked with owner on business strategies. Prepared monthly financial reports, payroll and tax returns. Managed all aspects of accounting.