Bio
Experience
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Little
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Tulsa, Oklahoma
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Little Lighthouse
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Sep 2012 - Present
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Tulsa, Oklahoma
Classroom Volunteer - Assist teachers and support staff with various classroom activities dwesigned to improve cognitive abilities. My class of eight students deals entirely with cognitive disabilities.
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Cabinet Shop Volunteer
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Jun 2011 - Present
The shop is an organized assembly process. My work included installation of doors, cutting of raw wood stock to size for various cabinet components, and assembly of pieces in to finished cabinets. Also working with various crews on the construction of houses in the fall and spring building periods.
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Member
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Oct 2009 - Present
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Member - Finance Committee
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2009 - 2011
Review and advise on monthly financial statements, as well as provide advice on financial operating issues.
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Treasurey Manager
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Sep 1990 - Sep 2009
Position created for operational oversight and coordination of cash reserves, debt resources, insurance operations, trademarks, supply chain, and reporting for facilities worldwide. Managed a staff of 4 employees.• Reduced expenses by $250K annually by renegotiating multiple administrative service contracts.• Created and managed the first internal cash reporting structure from foreign subsidiaries.• Established internet banking for parent and subsidiaries worldwide.• Directed insurance operations, as well as renewals, claims, and coverage evaluation.• Prepared and presented company performance data to financial institutions in order to negotiate optimal terms on lines and letters of credit.• Developed and implemented rules to facilitate consistent and regular flow of all cash information from foreign subsidiaries to parent company. This enabled us to analyze cash reserves on a daily and weekly basis to support cash utilization decisions.• Created standard RFP format for vendor solicitation and negotiation.
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Former Employee
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1988 - 2009
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Manager - Planning and Analysis
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Jan 1988 - Jan 1990
Lead manager in the budget preparation cycle and monthly financial consolidation process.• Negotiated annual insurance coverage and credit renewals, with accountability for submitting monthly reports to lending institutions, complying with loan covenants.• Created commentary-variance report to clarify budget variances on a monthly basis.• Developed management commentary format for senior management. • Monitored performance of and maintained “good standing” status for all subsidiaries.
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Financial Analyst
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Jan 1980 - Jan 1988
Primary lead in preparation of division annual budgets, operating plans and five year strategic plans. • Coordinated and prepared annual budget, 5 year strategic plan and operating plan for an annual budget of $50M to $80M in revenue.• Analyzed and revised monthly projections for Y / E results, with accountability for presenting detailed explanations for any variances to budget.• Performed special projects as required by local management.
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Staff Accountant
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Jan 1977 - Jan 1980
International Manufacturer of pipeline maintenance equipment; Administer commission agreements with foreign representatives including foreign and domestic payments.Administer documentation of letters of credit.Organize monthly financial closing including publication of deadline dates. Prepare monthly closing entries. Administer documentation of letters of credit on foreign sales.Created systems and practices for evaluating credit worthiness of prospective customers
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Education
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2010 - 2010Tulsa Community College
Continuing Education - QuikBooks 2007, Business Software and Tools -
2010 - 2010Tulsa Community College
Continuing Education, Excel 2007 Advanced - Business Software and Tools -
2010 - 2010HR Block training for tax preparer status
Continuijng Education, Personal Income Taxes -
1975 - 1978The University of Tulsa
Bachelor of Science - Business Administration, Accounting -
1969 - 1973Bowling Green State University
Bachelor of Science, Business Administration; Finance Major, Accounting, Economics, and Law Minors
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