Experience

MPI Corporation
• Taiwan
• Semiconductor Manufacturing
• 1 - 100 Employee
• Corporate Controller

  • Oct 2012 - Dec 2018

Kauffman Engineering
• United States
• Appliances, Electrical, and Electronics Manufacturing
• 100 - 200 Employee
• Controller/CFO

  • Jun 2011 - Jun 2012


Manweb Services, Inc

• United States
• Executive Offices
• 1 - 100 Employee

• Staff Accountant

  • Aug 2009 - Nov 2009

  Managed the wind down of Tiernan & Hoover, Inc. d/b/a The Freije Company which Manweb Services, Inc. acquired August 28, 2009. This was significantly complete mid-November 2009, so my employment was terminated. Returned subsequently as a contractor to prepare tax work papers and assist with state and federal audits. Managed the wind down of Tiernan & Hoover, Inc. d/b/a The Freije Company which Manweb Services, Inc. acquired August 28, 2009. This was significantly complete mid-November 2009, so my employment was terminated. Returned subsequently as a contractor to prepare tax work papers and assist with state and federal audits.



Freije Company {Construction & Service

• Controller

  • Feb 2006 - Aug 2009

  Software Used: Great Plains, FAS Fixed Asset, TValue, Excel, Word Enhanced usage of Great Plains and provided others with better understanding of the system and how to utilize it more effectively and efficiently Implemented forecast meetings to review construction jobs in process for better management throughout the jobs Worked closely with external accountants in US and PR for annual review and tax returns Managed daily accounting function by supervising four to five… Show more Software Used: Great Plains, FAS Fixed Asset, TValue, Excel, Word Enhanced usage of Great Plains and provided others with better understanding of the system and how to utilize it more effectively and efficiently Implemented forecast meetings to review construction jobs in process for better management throughout the jobs Worked closely with external accountants in US and PR for annual review and tax returns Managed daily accounting function by supervising four to five individuals Compiled financial information for company valuation, prospective buyers and refinancing efforts Provided feedback in effort to reduce overhead Maintained real estate holding company Set up budgets and enhanced system for departmental reporting Implemented several paperless methods of maintaining records Managed cash and provided weekly reports to owners and financial institution Laison with bank, external accountants, & insurance agents Worked closely with owners in all financial matters providing options and best case scenerios. Worked closely with companies interested in acquiring Freije and their accounting firms to provide data Show less Software Used: Great Plains, FAS Fixed Asset, TValue, Excel, Word Enhanced usage of Great Plains and provided others with better understanding of the system and how to utilize it more effectively and efficiently Implemented forecast meetings to review construction jobs in process for better management throughout the jobs Worked closely with external accountants in US and PR for annual review and tax returns Managed daily accounting function by supervising four to five… Show more Software Used: Great Plains, FAS Fixed Asset, TValue, Excel, Word Enhanced usage of Great Plains and provided others with better understanding of the system and how to utilize it more effectively and efficiently Implemented forecast meetings to review construction jobs in process for better management throughout the jobs Worked closely with external accountants in US and PR for annual review and tax returns Managed daily accounting function by supervising four to five individuals Compiled financial information for company valuation, prospective buyers and refinancing efforts Provided feedback in effort to reduce overhead Maintained real estate holding company Set up budgets and enhanced system for departmental reporting Implemented several paperless methods of maintaining records Managed cash and provided weekly reports to owners and financial institution Laison with bank, external accountants, & insurance agents Worked closely with owners in all financial matters providing options and best case scenerios. Worked closely with companies interested in acquiring Freije and their accounting firms to provide data Show less



Katz, Sapper & Miller

• United States
• Accounting
• 300 - 400 Employee

• Seasonal Accountant

  • Jan 2005 - Jan 2006

  Software Used: Yardi, Quickbooks, Prosystems (Tax software), FAS Fixed Asset, TValue, Excel, Word Client service that provides controller type functions including improving system utilization, reconciling accounts, converting multiple company records from Quickbooks to Yardi, record land & building sales transactions, tax planning, and general financial reporting assistance. Prepare 1120S, 1165 & 1040 federal tax returns & various state returns Software Used: Yardi, Quickbooks, Prosystems (Tax software), FAS Fixed Asset, TValue, Excel, Word Client service that provides controller type functions including improving system utilization, reconciling accounts, converting multiple company records from Quickbooks to Yardi, record land & building sales transactions, tax planning, and general financial reporting assistance. Prepare 1120S, 1165 & 1040 federal tax returns & various state returns



Robertson & Associates

• United States
• Telecommunications
• 1 - 100 Employee

• Principal

  • Nov 2002 - Dec 2004

  Software Used: Quickbooks, Turbo Tax, PPT (Personal Property Tax software), TValue, Excel, Word Provide feedback on treatment of items, in one case, avoidance of fraud Prepare 1120S, 1165 & 1040 federal tax returns & various state returns Assist two clients with cash management and maintenance of accounts receivables and accounts payable files Prepare property tax forms for all clients, payroll and sales tax forms and remittances for one client Researched and amended… Show more Software Used: Quickbooks, Turbo Tax, PPT (Personal Property Tax software), TValue, Excel, Word Provide feedback on treatment of items, in one case, avoidance of fraud Prepare 1120S, 1165 & 1040 federal tax returns & various state returns Assist two clients with cash management and maintenance of accounts receivables and accounts payable files Prepare property tax forms for all clients, payroll and sales tax forms and remittances for one client Researched and amended seven years of federal and state returns for disability settlement for one Show less Software Used: Quickbooks, Turbo Tax, PPT (Personal Property Tax software), TValue, Excel, Word Provide feedback on treatment of items, in one case, avoidance of fraud Prepare 1120S, 1165 & 1040 federal tax returns & various state returns Assist two clients with cash management and maintenance of accounts receivables and accounts payable files Prepare property tax forms for all clients, payroll and sales tax forms and remittances for one client Researched and amended… Show more Software Used: Quickbooks, Turbo Tax, PPT (Personal Property Tax software), TValue, Excel, Word Provide feedback on treatment of items, in one case, avoidance of fraud Prepare 1120S, 1165 & 1040 federal tax returns & various state returns Assist two clients with cash management and maintenance of accounts receivables and accounts payable files Prepare property tax forms for all clients, payroll and sales tax forms and remittances for one client Researched and amended seven years of federal and state returns for disability settlement for one Show less



HDG Mansur

• United States
• Real Estate
• 1 - 100 Employee

• Controller

  • Jan 1997 - Nov 2002

  Software Used: Timberline, Best Software, TValue, Excel, Word Through utilization of job costing, significantly contributed to converting the average home construction loss of approximately $10,000 per unit to an industry standard profit of 15 to 20% of sales price Worked closely in the separation of long term partnership where multiple companies were involved Liaison with 401K provider in the transition from a large combined 401K plan to a new plan that provided the owner and key… Show more Software Used: Timberline, Best Software, TValue, Excel, Word Through utilization of job costing, significantly contributed to converting the average home construction loss of approximately $10,000 per unit to an industry standard profit of 15 to 20% of sales price Worked closely in the separation of long term partnership where multiple companies were involved Liaison with 401K provider in the transition from a large combined 401K plan to a new plan that provided the owner and key employees with maximum benefits Evaluated, employed and assisted in the utilization of a third party human resource firm Prepared and presented multiple options for impending business transactions Coordinated closing documents for operations acquired in London, England working closely with management there Managed the cash and accounting function for the London office Interacted frequently with accounting and law firms in London in relation to that office Compiled London office financial statements in pounds for governing body and local office Aligned US staff to meet culture of company through counseling, terminating, hiring, and/or developing their skills Enhanced daily procedures to better utilize systems by eliminating duplicate manual processes and by requiring better supporting documentation for future referencing Managed daily accounting function by supervising four to five individuals in US office Advised owner of cash requirements and future obligations Produced budgets, forecasts, and financial statements for multiple affiliated companies Prepared annual work papers to expedite tax return preparation and minimize fees for over 40investment entities Show less Software Used: Timberline, Best Software, TValue, Excel, Word Through utilization of job costing, significantly contributed to converting the average home construction loss of approximately $10,000 per unit to an industry standard profit of 15 to 20% of sales price Worked closely in the separation of long term partnership where multiple companies were involved Liaison with 401K provider in the transition from a large combined 401K plan to a new plan that provided the owner and key… Show more Software Used: Timberline, Best Software, TValue, Excel, Word Through utilization of job costing, significantly contributed to converting the average home construction loss of approximately $10,000 per unit to an industry standard profit of 15 to 20% of sales price Worked closely in the separation of long term partnership where multiple companies were involved Liaison with 401K provider in the transition from a large combined 401K plan to a new plan that provided the owner and key employees with maximum benefits Evaluated, employed and assisted in the utilization of a third party human resource firm Prepared and presented multiple options for impending business transactions Coordinated closing documents for operations acquired in London, England working closely with management there Managed the cash and accounting function for the London office Interacted frequently with accounting and law firms in London in relation to that office Compiled London office financial statements in pounds for governing body and local office Aligned US staff to meet culture of company through counseling, terminating, hiring, and/or developing their skills Enhanced daily procedures to better utilize systems by eliminating duplicate manual processes and by requiring better supporting documentation for future referencing Managed daily accounting function by supervising four to five individuals in US office Advised owner of cash requirements and future obligations Produced budgets, forecasts, and financial statements for multiple affiliated companies Prepared annual work papers to expedite tax return preparation and minimize fees for over 40investment entities Show less



Valued Manufacturing, Inc.

• Controller

  • Jul 1995 - Jan 1997

  Software Used: Made2Manage, Lotus, Word Perfect Originally hired to develop and maintain accounting systems for new product line featuring hydraulic equipment driven by GPS technology Entrusted by corporate office to hold operations and engineering managers to corporate objectives Provided recommendations to corporate office to minimize losses when product line failed including the reduction of accounting staff to one and some operational cut backs As a result of above, gained… Show more Software Used: Made2Manage, Lotus, Word Perfect Originally hired to develop and maintain accounting systems for new product line featuring hydraulic equipment driven by GPS technology Entrusted by corporate office to hold operations and engineering managers to corporate objectives Provided recommendations to corporate office to minimize losses when product line failed including the reduction of accounting staff to one and some operational cut backs As a result of above, gained invaluable experience in data entry for accounts receivable and payable Conducted 1995 and 1996 year end inventories Enhanced usage of job cost system for both accounting and operations Significantly improved documentation of quote process, accounting and other critical business procedures Developed 1996 and 1997 budget and provided monthly departmental results to Corporate Show less Software Used: Made2Manage, Lotus, Word Perfect Originally hired to develop and maintain accounting systems for new product line featuring hydraulic equipment driven by GPS technology Entrusted by corporate office to hold operations and engineering managers to corporate objectives Provided recommendations to corporate office to minimize losses when product line failed including the reduction of accounting staff to one and some operational cut backs As a result of above, gained… Show more Software Used: Made2Manage, Lotus, Word Perfect Originally hired to develop and maintain accounting systems for new product line featuring hydraulic equipment driven by GPS technology Entrusted by corporate office to hold operations and engineering managers to corporate objectives Provided recommendations to corporate office to minimize losses when product line failed including the reduction of accounting staff to one and some operational cut backs As a result of above, gained invaluable experience in data entry for accounts receivable and payable Conducted 1995 and 1996 year end inventories Enhanced usage of job cost system for both accounting and operations Significantly improved documentation of quote process, accounting and other critical business procedures Developed 1996 and 1997 budget and provided monthly departmental results to Corporate Show less



Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Accountant

  • Jul 1989 - Jul 1995

  Software Used: Pascal database programming, Lotus, Word Perfect Assisted in transitioning the regulatory accounting function to staff based in Fort Wayne, IN Facilitated regulatory accounting merger with another telephone company Coordinated and lead conference calls and meetings as necessary to resolve issues Conducted large group educational meetings Developed several procedures for accounting group to follow and assisted with accounting and system questions Found $2… Show more Software Used: Pascal database programming, Lotus, Word Perfect Assisted in transitioning the regulatory accounting function to staff based in Fort Wayne, IN Facilitated regulatory accounting merger with another telephone company Coordinated and lead conference calls and meetings as necessary to resolve issues Conducted large group educational meetings Developed several procedures for accounting group to follow and assisted with accounting and system questions Found $2 million over accrual that was reversed to net income and eliminated future duplicate expense impact Consolidated general accounting function with remote locations (California and Florida, the two largest regions) to the centralized location Discovered offsite collection agents were diverting funds and provided support for legal proceedings First in department to learn database language and write adhoc reports, assisted others in learning the language resulting in wide spread usage and training Established time saving download process for obtaining monthly results for analysis with MACROS - the rest of the department began utilizing Monitored executives' budget which involved monthly status meetings directly with the executives Performed lease versus buy analysis for purchases under $100,000 Supervised the preparation of monthly journal entries and account reconciliations. Analyzed and closed the general ledger monthly Show less Software Used: Pascal database programming, Lotus, Word Perfect Assisted in transitioning the regulatory accounting function to staff based in Fort Wayne, IN Facilitated regulatory accounting merger with another telephone company Coordinated and lead conference calls and meetings as necessary to resolve issues Conducted large group educational meetings Developed several procedures for accounting group to follow and assisted with accounting and system questions Found $2… Show more Software Used: Pascal database programming, Lotus, Word Perfect Assisted in transitioning the regulatory accounting function to staff based in Fort Wayne, IN Facilitated regulatory accounting merger with another telephone company Coordinated and lead conference calls and meetings as necessary to resolve issues Conducted large group educational meetings Developed several procedures for accounting group to follow and assisted with accounting and system questions Found $2 million over accrual that was reversed to net income and eliminated future duplicate expense impact Consolidated general accounting function with remote locations (California and Florida, the two largest regions) to the centralized location Discovered offsite collection agents were diverting funds and provided support for legal proceedings First in department to learn database language and write adhoc reports, assisted others in learning the language resulting in wide spread usage and training Established time saving download process for obtaining monthly results for analysis with MACROS - the rest of the department began utilizing Monitored executives' budget which involved monthly status meetings directly with the executives Performed lease versus buy analysis for purchases under $100,000 Supervised the preparation of monthly journal entries and account reconciliations. Analyzed and closed the general ledger monthly Show less



Zionsville Presbyterian Church

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Treasurer

  • Jan 1989 - Jan 1992

  Compile financial statements and provide operational assistance to Noah's Ark, a day care mission of Zionsville Presbyterian Church Compile financial statements and provide operational assistance to Noah's Ark, a day care mission of Zionsville Presbyterian Church



KPMG

• Brazil
• Construction

• Senior Accountant

  • Sep 1987 - Jul 1989

  Audited hospitals, financial institutions, not-for-profits, and various manufacturing entities. Supervised staff accountants in teams of one to four individuals. Reduced $2 million from a client's IRS tax assessment. Audited hospitals, financial institutions, not-for-profits, and various manufacturing entities. Supervised staff accountants in teams of one to four individuals. Reduced $2 million from a client's IRS tax assessment.



BKD, LLP

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Aug 1985 - Sep 1987

  Audited banks, savings and loan associations, and credit unions. Trained beginning staff accountants in various areas of an audit. Supervised audit, two director's exams and a review. Audited banks, savings and loan associations, and credit unions. Trained beginning staff accountants in various areas of an audit. Supervised audit, two director's exams and a review.