Experience

Claremont School of Theology

• United States
• Higher Education
• 1 - 100 Employee

• Financial Management Consultant

  • Feb 2019 - Present

  Responsible for Accounting, Payroll, Budgeting, Purchasing and Financial Services departments. Manage Budgeting, Month-End Close, Cash-Flows, Forecasting, Variance Analysis, Operational Reviews, Expense Reductions, Contract Reviews, Benefits Analysis, Expense Reduction Measures, Financial Audits, Vendor Accounts Audits, Strategic Plans, Financial Statements and Data Analysis. Implement new policies. Reassign staff duties. Institute goal oriented focus. Added dead-lines and benchmarks. Enhanced efficiency and productivity of staff.

• Controller / Director Budgeting

  • Jun 2014 - Feb 2019

  Prepared Cash-Flow, Budgeting, Forecasting and Variance Analysis. Accounting/Audit policies. Strategic Plans, Financial Statements, Data Analysis, Cost-Benefit Scenarios, Manage Systems and Applications, Data Modeling, Supervise AR, AP, PR, PO, Month End Close, Capex, Vendor Accounts Audits. Upgraded Information Systems and Electronic Interfaces. Achievements: In 2015, upgraded Accounting and Payroll Systems to Cloud Software. In 2016, developed new Reconciliation process for Pension, Payroll and Benefits expenses. In 2017, Redesigned advanced reporting systems for Board and Departmental reports.



US Environmental Services, Inc.

• Downingtown, PA

• Director of Financial & Administrative Services

  • Oct 2012 - Dec 2013

  Financial Statements, Database Applications, Budgets, Forecasting, Quantitative Analysis, Strategic Plan, Month-End Close, Business Analysis, Financial Services, MIS, Operations Analysis, Data Modeling, Supervision of staff, Cash Flow Projections, Capex, Expense Containment, Audit & Compliance, Vendor Accounts Audits, Contracts. Member of Executive Committee. Achievements: In 2013, recouped $92K in credit from vendors. In increased Revenue for customer (Sunoco Refinery) by 11% by billing all missed revenue. In July 2013 developed and implemented Job Costing System.



The Art Institute of California - San Bernardino & Las Vegas

• San Bernardino and Las Vegas, NV

• Director of Administrative and Financial Services

  • Sep 2002 - Sep 2012

  Prepared Budgets, Monthly Forecasts, Financial Statements, Billing, Invoicing, Cost-Benefit Analysis, Capex, Supervision, Month End Close, Reconciliations, Expense Controls, AR, AP, PR, PO, Asset Management, Operations Reviews, Assist in Software’s upgrades, Internal/External Audits, SOX Compliance, Quarterly SOX-302 Disclosures, Cash Flow Projections, Contracts Negotiations and Facilities Management. Managed Supply Store on campus. Achievements: Instituted and managed SOX Compliance since 2002. In Las Vegas, exceeded Budget bottom-line by 12.5%, 17.1% and 13.6% in FY05, FY06 and FY07. In San Bernardino, exceeded bottom-line by 17.9% and 36.6% in FY10 and FY11. In Internal/External audits, achieved zero findings for 10 years in a row.



Hydrochem Industrial Services

• Canal Fulton, Oh

• Division Controller

  • Aug 1989 - Oct 2001

  Profitability Analysis of 20 Operating Units, Budgeting, Annual Business Plan, Capex, Data Analysis, Variance Analysis, Forecast, Data Research, Financial Modeling, Audits, AR, AP, PO, Inventory, Month-End closing and MIS functions. Supervised staff of 20 operating locations. Prepared Pricing Proposals, Statistical Reports and Cost schedules for T&M contracts. Negotiated with Vendors. Achievements: In 1996, implemented Job Costing System and achieved “Outstanding Performance” award from CEO. In 1997 instituted customized Billing System. In 1999 initiated a system of Scorecard of Business Units. In Nov. 2000, assisted newly acquired Division’s conversion and reduced expenses to increase profitability by 21%+ and was awarded “Personal Best” award.