Bio
Experience
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JTL Enterprises, Inc.
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Clearwater
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Cost & Tax Analyst
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Aug 2015 - Present
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Clearwater
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Tandel Systems Inc.
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Oldsmar, FL
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Accounting Manager
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Nov 2011 - Mar 2015
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Oldsmar, FL
Manage the accounting department of this engineering firm, which provides engineering and production services in the aerospace industry.- Company contracts include: Time and Material, Fixed Price and Government Cost Plus contracts.- Implementation of an integrated Microsoft Dynamics ERP, CRM and PSA systems utilizing Concerto PSA to automate end-to-end processes into a single cloud-based application. Planned, managed and implemented the entire process from start to finish as a BETA site. This implementation integrated the entire life cycle of our projects, from lead generation to invoicing.
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Accountant II
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May 2011 - Sep 2011
Balance Sheet Analysis, Account Reconciliations, General Ledger Journal Entries, Created process to issue customer statements and maintained process. Inventory Analysis including troubleshooting inconsistencies in reporting.
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Senior Staff Accountant
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Jan 2008 - Jan 2011
Financial management, budgeting, accounting and cash management for this extremely progressive fast paced $3.368B Department of Health and Human Services “DHHS Service Center” for the Office of Elder ServicesGrant Reporting for 30 federal grants totaling $11M Analyze and interpret Federal and State laws, regulations, codes and ordinances to ensure complianceCash Flow Analyze- Oversee the management of cash for $16M is State Funds and $11M in Federal Grant FundsFiscal Analysis – Reconcile complex accounts, formulate corrections and make adjusting entries -Analyzed Personnel Costs and made appropriate changes to the Time and Attendance Management System •Budget Analysis – Annual budget projections as well as recommend Annual Budget Initiatives - Monitor allotment and formulate analysis to recommend budget orders and financial orders - Oversee budgeted funds in order to meet program objectives Fiscal Liaison to Program Directors to facilitate program management of all Office of Elder Services programsSuccessfully corrected and reported two years of incorrect financial filings of a $6M grant, resulting in clean audit finding and federal restrictions being rescindedRecommended many system and process changes by collaborating with the department program managers, the service provider managers as well as the necessary department officialsAnalyze many complex financial issues and designed, documented and implemented necessary internal controls to comply with GAAP, GASB guidelines and federal grant rules & regulationsMember of the Association of Government Accountants (AGA)
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Loan Officer
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Jan 2006 - Jan 2008
Financial, Administrative and Operational functions of this mortgage company
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Education
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1983 - 1992Salem State College
Accounting
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