Bio
Experience
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Owner/Partner - Controller
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Apr 2009 - Present
* Starting up family run consulting firm with my daughter to provide small business accounting and income tax services, including Quickbooks and other small businesss applications software.* General administrative, business training and specialized consulting services prodivded as needed.
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Procurement Agent
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Apr 2008 - Mar 2009
Contracts, Supplier Management* Prepared Procurement Boards, Requests For Quotes, Proposals;* Assisted in negotiating long term contracts with several Systems/Interiors suppliers.* Prepared High and Low Value Documentation packages; * Maintained management reporting status for procurement activity, contract information
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Business Analyst
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Sep 2005 - Apr 2008
Resources, Supplier Management* Prepared annual business plans, quarterly forecasts, overhead, headcount and non-labor, schedules and requirements, reconcile and analyze performance reports, charts, CABS and PRAS experience.* Maintained Supplier Banked Material databases inventory inputs, reports and metrics, coordinated meetings and training with procurement groups* Developed procedures, assist auditors with reviews and SOX compliance * Business Management Lean Focal, active in Lean projects and process improvements
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Cost Accountant
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Aug 2004 - Sep 2005
Supplier Management* Prepared monthly general ledger entries, reconciliations, financial review for liability accruals, monthly allocations to programs, Intra-company Transactions*Approved divisional Business Expense Reports via online Travel Manager system
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Accountant Consultant
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Sep 2003 - May 2004
Maintained all Domestic, International Sales Orders, Invoicing and Receivables *Prepared International Shipping and Export Declarations *Processed Purchase Orders, Shipping Receivers, Vendor Invoices and maintained Finished Goods Inventory, including all inter-company transactions *General Ledger...
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Accountant Consultant
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May 2003 - Aug 2003
Reconciled bank and related accounts for 2001-2004 in preparation for external audit, including Liabilities, Deferred Revenues and Receivables*Converted accounting system from Quickbooks to Great Plains Accounting
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Senior General Ledger Accountant
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Aug 2002 - Aug 2003
Bus/Rail Transportation/Construction Company* Audited, reconciled and approved all balance sheet general ledger entries * Reviewed, posted Cash Receipts, Investment activities, Grant Revenues and Operational Revenue Programs, maintained Accruals, Prepaid Expenses, * Published monthly, annual fina...
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Owner/Partner - Controller
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Jan 1993 - May 2003
* Built small auto repair shop from scratch to annual 50,000 plus Sales* Services includes auto and truck repairs, body repairs, paint, light fabrication, welding, transmission rebuilds* Employed up to 4 full-time and several contract employees* Provided repair services to City of Gold Bar, and C...
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Tax Preparer/Accountant
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Oct 2001 - Apr 2002
Tax Preparation /Accounting Firm * Prepared over 150 1040 Tax Returns, 10 State Returns and Estimated TaxPayments and 22 Non-Profit Tax Returns for churches, service organizations * Performed monthly, quarterly accounting, sales tax, payroll, state and federal tax preparation for over 20 corporat...
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Senior Financial Accountant / Procurement
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Jul 1999 - Jun 2001
Developed several complex, multi-year, multi-million dollar government and commercial cost proposals, contract modifications, pricing adjustments (average of 10 to 20 concurrent proposals) * Liaison with DCAA contracting officers, auditors for contract award reviews, contract administration and b...
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Senior Accountant/Procurement Administration
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Nov 1998 - May 1999
Management * Supervised staff of three for payroll and accounts receivable, payable * Liaison with US Navy for contract administration, primary Navy Contract Delivery Orders Purchases, Contract billings and credits * Managed and maintained all accounting, budgets and 3rd Party billings forairfiel...
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Financial Accountant
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Jun 1996 - Nov 1998
Main Finance * Prepared general ledger and consolidating entries for over 15 entities * Prepared monthly and year end financial statements and assisted auditors * Prepared SEC, Tax and governmental reports and schedules * Prepared performance reports and adjusting entries for inventory, equipment and Research and Development costs * Reconciled and reported Domestic and International Sales and Operations * Accounting lead on McDonnell Douglas merger-consolidation team Accomplishments: Uncovered several hundred million dollars of unused R&D Tax Credits over fourteen year period, and developed exigent method of reporting related cost data for taxing authorityManaged off-site audit of new tank-line facility for Oregon PollutionControl Tax Credits, generating over $8 million of credits over ten year
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Program Management Analyst
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Jun 1990 - May 1996
Developmental Manufacturing * Developed, maintained schedules and budgets for over 2 million hours of multiple research and development test projects, including Earned Value Management baseline and variance reporting* Managed monthly, quarterly cost and schedule status reviews * Team leader/facilitator for Quality Improvement, Lean Manufacturing teams Accomplishments: Lead schedule/budget analyst for 3 year, $200 million 777 Airplane Static and Fatigue test program, requiring intense coordination between Support, Engineering, and Manufacturing groups to meet required construction, instrumentation and testing schedules and budgets.
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Budget Analyst
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Aug 1987 - Jun 1990
Developmental Manufacturing * Developed $80 million divisional budgets for labor, non-labor, inventory, capital * Prepared, presented monthly and quarterly financial reports * Reconciled labor charging and direct charges to projects and accounts * United Way Booster for 2 yearsAccomplishments: Planned and coordinated 3 major telecommunication /facility relocation projects of several manufacturing shops and office groups
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Financial Analyst
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Mar 1981 - Aug 1987
* Developed annual $25 million budget for domestic, international service offices * Maintained all customer warranty, maintenance agreements * Prepared monthly, year end financial reports * Supervised the on-site acquisition audits of 2 subsidiaries, for outside auditorsAccomplishments: Develope...
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Accounting Supervisor
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Apr 1980 - Mar 1981
* Supervised 11 staff for Payables, Receivables, General Ledger,Fixed Assets, developed department procedures * Prepared monthly, year end financial reports and vouchers for District BoardAccomplishments: Implementation of computerized budget, general ledger BARSsystem and subsequent in-house tra...
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Accounting Coordinator
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Jun 1978 - Mar 1980
Computer HW & SW Sales * Prepared Payroll, Receivables, General Ledger and Fixed Assets Accomplishments: Reconciled all accounts, streamlined procedures to transfer to new centralized accounting by parent company in Illinois
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Staff Accountant
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Sep 1977 - Dec 1978
Public Multi-Site University * Managed Payroll, Receivables, General Ledger and Fixed Assets, budgets * Accounting lead in 6 month Self Audit Team, reconciled accounts, developed policies, procedures and financial, performance reporting systems for state accreditation
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Education
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City University
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1977 - 1978Griffin Business College
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City University
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Bellevue Community College
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