Experience

Life Time Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Financial Consultant

  • Sep 2002 - Present

  Meet with clients to determine suitable products in regards to investments, annuities, life insurance, etc. to meet the client’s objectives and goals. Manage a practice with three employees and four other associates. Handle all the accounting, compliance, and human resources issues for our team. Our team's tagline is "Teaming Up for You" since we have created a succession plans for when team members retire. This will allow us to give continued service to our client base. Meet with clients to determine suitable products in regards to investments, annuities, life insurance, etc. to meet the client’s objectives and goals. Manage a practice with three employees and four other associates. Handle all the accounting, compliance, and human resources issues for our team. Our team's tagline is "Teaming Up for You" since we have created a succession plans for when team members retire. This will allow us to give continued service to our client base.



The Trane Company

• United States
• 1 - 100 Employee

• Senior Accountant, Financial Accountant/Analyst II, Financial Services Analyst III, Accountant III

  • Jan 1996 - Aug 2002

  SENIOR ACCOUNTANT and FINANCIAL ACCOUNTANT/ANALYST II: Prepared consolidations, eliminations, Canadian group ledgers, reports, and intercompany reconciliations for the company-owned sales offices. Worked on a team to complete the budgeting process including presentations to and for senior management. Handled payroll for highly compensated District Managers. Mapped general ledger accounts for a conversion. Lead a project team to implement a new budgeting/forecasting software package (Hyperion Planning). FINANCIAL SERVICES ANALYST III: Manage risk of open account sales through the use of bond and lien laws, prepayment programs, and various secured terms. Review the credit worthiness of customers, purchase orders and other pertinent information for the credit approval process. Daily interaction with customers and sales offices to get various issues resolved and unpaid invoices collected. ACCOUNTANT II AND III: Worked with an offshore consulting firm to develop a new Sales Cost Matching System that would be used by all business units within Trane. Learned the Oracle Payables system and developed a training manual and conducted training sessions for the Accounts Payable Department. Responsible for various general accounting duties such as preparing various reconciliations, costing of goods sold, preparing various graphs for the financial statements, coordinating the monthly overhead forecast, coordinating the Visa purchasing card program for the business unit, and coordinating the expenditure order process for the business unit. Show less



First Federal Savings Bank

• United States
• Banking
• 1 - 100 Employee

• Internal Auditor, Staff Accountant, Accounting Processor-Daily Balancing

  • Nov 1989 - Jan 1996

  INTERNAL AUDITOR: Prepared various financial, procedural, compliance, internal control, and credit-scoring audits and discussed recommendations with management. Prepared year-end work papers for the external auditors. Conducted surprise audits on branch locations. STAFF ACCOUNTANT/GENERAL ACCOUNTING: Responsible for the Bank’s fixed asset system and preparing personal property tax returns. Prepared excess servicing computations, entries, and reevaluations. Maintained and balanced all monthly accrual accounts. ACCOUNTING PROCESSOR/DAILY BALANCING and PROOF OPERATOR Show less