Experience

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  New Career Opportunities

  • Looking

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  New Career Opportunities

  • Looking

    • Jan 2016 - Present

    Finance / Accounting Professional in TransitionWide Ranging Industry Experience in the following: Automotive / Aviation / Banking / Brewing / Commercial & Residential Construction / Health Care & Other Employee Benefits / Manufacturing / Non-Profit / Skilled Nursing Facilities / Oil & Gas Exploration / Property Management of Residential, Commercial, Office & Shopping Center Developments / Public Accounting / Real Estate Purchases, Sales & Development / Research & Development

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  Bertin Associates, Inc.

  • President / CEO

    • May 2006 - Present

    • Provided business, income tax and accounting advice to clients in the auto repair, commercial art, entertainment, property management, real estate, landscaping, and manufacturing industries.• Consulted with small business clients in the following areas:~ Developed complex financial models.~ Assisted with bookkeeping services.~ Prepared business plans.• Assisted clients with tax advice and tax return preparation including: ~ Prepared Federal and State individual income tax.~ Prepared Federal and State small business income tax.~ Assisted with probate court filings and prepared estate tax returns.~ Prepared federal and state payroll tax returns

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  ITT Technical Institute

  • Westminster, CO

  • Adjunct Professor - Economics

    • Dec 2012 - May 2013
    • Westminster, CO

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  KST Construction, LLC

  • Fraser, Colorado

  • Chief Financial Officer

    • Nov 2007 - May 2009
    • Fraser, Colorado

    www.coloradomountainestates.comwww.shorelinebahamas.com• Acted as primary local point of contact for owners based in Florida and the Bahamas.• Developed and implemented financial reporting standards including: ~ Preparation of periodic financial statements and operational reports to the owners.~ Implementation of accrual based reporting.• Developed and implemented construction accounting standards including:~ Establishment of system for allocation of company overhead to various construction activities.~ Preparation and maintenance of construction budgets.• Established and maintained multiple banking and loan relationships.• Participated in proposed new businesses inclulding:~ Preparation of financial models.~ Negotiation with private equity fund managers.~ Review of legal documents to insure congruence between legal and business agreements.• Consulted with owners regarding United States income tax implications of various transactions.

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  Kaftan Enterprises, Inc.

  • Southfield, Michigan

  • Vice President / CFO / Partner

    • May 1982 - May 2006
    • Southfield, Michigan

    www.kaftancommunities.com• Performed financial and administrative functions for a $400 million real estate portfolio.• Prepared requests and obtained loans for lines of credit and all acquisition, development, construction and permanent financing.• Assisted in the preparation of private placement offerings of limited partnership interests.• Participated in acquisition of new developments as follows: ~ Developed and actively participated in due diligence. ~ Reviewed, analyzed, and made recommendations. ~ Involved in document preparation and review of documents.• Provided tax planning for current and proposed businesses.• Administered and assisted staff in the following areas: ~ Accounting & Tax Return Preparation ~ Cash Management & Treasury Services ~ Risk Management & Claims Administration ~ Human Resources & Employee Benefits ~ Information Technology• Maintained multiple banking relationships.• Entrusted with personal finances of key principals.

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  Macomb County Habitat for Humanity

  • Mt. Clemens, Michigan

  • Board Member / Treasurer

    • Jun 1997 - Dec 2000
    • Mt. Clemens, Michigan

    www.macombhabitat.org/• Established accounting system including methods and procedures for the following:~ Billings & Collections~ Job Costing ~ Mortgage Servicing~ Accounts Payable ~ Escrow Accounts~ Donations, Grants & Other Revenue• Established and maintained banking relationships.• Assisted in the hiring of an Executive Director to assume day to day operations.• Prepared federal income tax returns.

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  Deloitte & Touche, LLP

  • Detroit, Michigan

  • Senior Accountant

    • Feb 1980 - May 1982
    • Detroit, Michigan

    www.deloitte.com• Supervised assistants for audit engagements.• Planned and controlled engagement procedures and budgets.• Prepared financial statements including appropriate disclosures.• Participated in audits of clients in banking, brewing, construction, employee benefits, healthcare, manufacturing, non-profit, oil & gas, property management, publishing, real estate development and research.

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  Michigan National Corporation

  • Senior Auditor

    • Apr 1976 - Feb 1980

    • Supervised and assisted in the financial and operational audits of subsidiary banks.• Assisted independent accountants with interim and year end audit procedures.• Specifically requested by Senior Management to participate in various special projects. • Assisted FBI Agents in investigation of irregularities.