Bio
Experience
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Certified Public Accountant
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May 2010 - Present
Consultant and Contract ControllerAccounting and management consulting: resolve accounting issues and financial statement presentation, resolve process issues, increase efficiency and accounting expertise in client staff, business processing engineering design and implementation, full audit support and documentation for financials and 401(k) planPrepare corporate, partnership and individual tax returnsPerformed all aspects of compilation and write-up, payroll, payroll tax, sales tax and financial statement preparation for retail, service and manufacturing businesses and not-for-profit organizationsTaught technical college business coursesAudited school districts for Gulfport, MS local CPA firmVolunteered in IRS-VITA program at military baseApril 1985 - March 1996 and May 2010 - presentCGMA certification July 2012 - August 2023
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Accounting Manager/Controller functions
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Mar 1999 - May 2010
Privately-held manufacturer of sour cream and cottage cheeseBusiness Processes:Lead and implement results of inter-department collaboration for process improvements reducing company costs and headcount requirementsRedesigned accounts receivable resolution process, saving company over $1million Established trade funds management process and tracking providing relevant information across departmentsIn-house lead for ERP (Enterprise Resource Planning) software implementation; project successfully launchedLearned business flow, processes and procedures for every department and translated knowledge into new processes under new systemFunctioned as "go to" person for several years for all in-house systems questions / solutionsAnticipated and resolved business process updates needed in double-digit-growth environmentPersonnel management:Elevated staff talent pool from non-degreed to degreed cohesive teamProvided staff development, elevation, training and supportAccomplished staff retention rate of 90%, one of best in companyPersonnel leadership practices were implemented in other departmentsMaintained consistent highly effective written and oral communication skillsFinancial Reporting:Provided accurate financial reporting, analysis, planning, and budgetingMaintained 98% current receivables after redesigning resolution processReduced over-90-days past-dues from 12% to ½ % and consistently maintained level for over six yearsDemonstrated expertise in financial statements, general ledger, budgeting, payroll providing timely and accurate information to departments and ownerSaved company over $50million in reduced waste on promotional funds through process, recording and reporting improvements
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Vice President Finance
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Apr 1996 - Mar 1999
Introducing Broker / DealerNational Association of Securities Dealers, Series 27 Financial & Operations Officer Functional and supervisory responsibility for all accounting functions and staff for*Financial statements*Budget*Cash management*Audit support and tax preparation*SEC reporting and complianceImproved financial reporting function, resulting in timely and accurate statementsRedesigned commission payout process, resulting in consistently accurate and timely payout of independent broker commissions
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Independent Consultant
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1986 - 1995
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Entrepreneurial Services Group
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Jun 1983 - May 1985
Planned, supervised and assisted in all aspects of audits and reviews forwide variety of privately owned enterprises including manufacturing,sales distribution, insurance brokers, printers, publishers, andpension and profit-sharing trusts
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Education
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Messiah University
Bachelor of Science, Accounting; Business Administration
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