Bio
Experience
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Compassion International
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Colorado Springs, Colorado, United States
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Accountant
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Jul 2019 - Jan 2021
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Colorado Springs, Colorado, United States
Experienced accountant responsible for maintaining various general ledger accounts within the organization's assigned area of responsibility. Worked closely with internal clients across the organization to answer financial questions and provide advice on proper accounting for a newly implemented ERP system (Workday). I was a key contributor in the preparation of financial statements and monthly expense analysis in response to ongoing business needs, using GAAP, internal financial systems and other accounting standards to conduct research and analysis, review and interpret historical transactional activity, and provided a key role in month-end and year-end close processes. Generally worked independently on moderately complex accounting projects and processes as a member of larger teams.
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CGI
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Colorado Springs, Colorado Area
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Financial Accounting Analyst
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Jun 2017 - Jan 2019
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Colorado Springs, Colorado Area
Directly responsible for client billing and collection of healthcare insurance premiums on behalf of small business entrepreneurs in Colorado. Also directly involved in the monthly reconciliation of bank accounts and disbursement of premiums to several major healthcare providers.
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Chevron
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Houston, Texas Area
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Financial Analyst
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Jun 1982 - Jan 2016
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Houston, Texas Area
Corporate Financial Planning and Analysis for several operating companies in the course of my career. Main responsibilities included monthly variance analysis of Actual Operating Expense vs Budget, coordination and submission of annual operating expense business plans, G/L account reconciliations, Product Costing at chemical plants in Ohio and Louisiana, Cash Flow analysis, reporting company safety performance metrics, SOX Testing & Compliance, Customer Sales & Services financial support and Intercompany accounting.
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Financial Aid Counselor
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May 1980 - May 1981
Counseling & Assisting students applying for Federal Financial Aid awards. Determined the financial need analysis of prospective students and conducted seminars on How To Apply for the University's numerous Financial Aid programs.
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Education
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1983 - 1985Houston Baptist University
Masters of Accountancy, Accounting and Finance -
1979 - 1980University of Houston
Bachelor of Arts (B.A.), Spanish Language & Bilingual Studies
Suggested Services
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Industry Focus. “Accounting and Auditing”
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