Controller / Finance Manager
Dynamic Controller, Finance Manager and Accountant with demonstrated ability to improve accounting systems and internal controls, uncovering financial and operational performance trends, devising corrective actions, and providing appropriate solutions to complex challenges resulting in reducing costs, higher revenues and enhanced efficiency.
¨ Managerial Finance
¨ Cost Accounting / Job Costing
¨ Financial Statement Preparations
¨ Financial Analysis & Audits
¨ Variance Analysis
¨ Management & Training
¨ Internal Control Implementations
¨ Business Planning
¨ Financial Forecasting
¨ Strong Leadership
¨ Tax Preparations
¨ Account Reconciliations
¨ Journal / Adjusting Entries
¨ Benefit Administration
¨ MBA with Accounting focus and Bachelors of Accounting, preparing to sit for CPA
¨ Experienced Controller, Staff Accountant with Accounting and bookkeeping skills in various industries, both non-profit (501 C3) & for-profit organizations
¨ Performing functions as a controller for a medical corporation, their multiple underlying entities and numerous physician accounts. Duties performed include: managing accounting department; overseeing and ensuring proper internal controls are put into place; creating policies and procedures and enforcing internal control measures; implementation of new and more efficient cost effective systems; monitoring of business transactions; Job, physician and department costing; producing P&L, various financial reports and prior period variance reporting; payroll supervising
¨ Performed staff accounting functions assisting clients with a variety of financial needs. Directly responsible for 15 clients, which included: overseeing payroll using Intuit EasyACCT, QuickBooks or Quicken for 30+ employees, payroll taxes, quarterly payroll reports etc. Processed sales and use tax returns, lodging tax returns, payroll tax returns, A/P, A/R, G/L, AJE, reconciliations, analyzed financials and prepared financial statements in accordance with GAAP standards. Cost Accounting.
¨ Audited time and expense reports for over 37 employees, auditing books (uncovered embezzlement at two different employers) and revenue auditing.
¨ As a bank employee, worked with the fraud department in different aspects from bogus checks, fraudulent deposits, stolen checks and money orders, forgery, employee theft and embezzlement
¨ Assisted CPA in a governmental audit, wrote engagement letter, performed tests and analysis, and wrote the Unqualified Opinion Standard Report in accordance with GAAS and Governmental Auditing Procedures
¨ Directly responsible for grant reporting of state, federal and tribal grants in excess of 500k etc.
¨ Prepare and review income tax returns to include 1040’s, 1120, 1120S, 1065’s and amended returns
¨ Generated W-2’s, W-3’s, 1098’s, 1099’s & 1096’s and prepared end of year payroll reports
¨ Over 7 years in management experience as an Accounting, Finance, Office, Store and Assistant Managers.
¨ I have been employed as an office manager for a couple different organizations. These positions required scheduling appointments, scheduling employees, screening incoming calls, making travel arrangements (local/national/international), ordering supplies, maintaining inventory, bookkeeping, payroll, billing and various administrative duties.
¨ I was a store manager of a pizza chain restaurant as well as an assistant store manager of video store, and managed all aspects related to these positions. I successfully managed over twenty employees. These positions required interviewing candidates, hiring, training new and existing employees, terminations, payroll, inventory and ordering of products & supplies, bookkeeping, employee reviews, scheduling employees etc., as well as successfully handling customer inquiries and complaints.
¨ Co-owned a construction company which included managing all aspects of the business from employees and jobs to insurance and liabilities. In this position I interviewed candidates, hiring, terminations, bookkeeping, payroll, made estimates, calculated bids, collections etc.
¨ As an intern I worked for the Small Business Development Center (SBDC), writing and assisting clients in writing business & marketing plans and financial forecasting. I have worked to prepare these clients on bank presentations for loans, and helped my clients obtain funding of over 2.5 million during my internship.
¨ As an employee of an Auto Dealership I successfully maintained the website for internet advertising and was responsible for their advertising and marketing for vehicle sales and special promotions via print, radio, television and internet with a 5k+ monthly budget. I also prepared and updated a business plan for lender financing and the resale of the business.
¨ I have over ten years’ experience as an Administrative Assistant, Executive Administrative Assistant and Secretary. These positions included: customer service; creating employee manuals; writing correspondence, memos, form letters; creation of high speed presentations; creation of spreadsheets with ability to graph data; filing and reorganization of filing system; auditing time and expense reports for over 37 employees; data entry; scheduling meetings; making travel arrangements (Local/National/International), as well as various other tasks as needed.
Chadron State College — Chadron, NE
Masters of Business Administration, with Accounting emphasis 12/2011
Chadron State College — Chadron, NE
Bachelors of Accounting, 5/2010
Controller & finance manager
Shasta Orthopaedics & Sports Medicine, Redding, CA
George Klein, CPA, Chadron, NE 2009 – 2010
Fred A Lockwood & Co, Chadron, NE 2009
Internet & Marketing Manager / Sales
Timberline Autoplex, Chadron, NE 2007- 2008
Office MANAGER - Business plan writer
NBDC at Chadron State College, Chadron, NE 2007 -2009
Office Manager / Bookkeeper
Chadron Native American Center, Chadron, NE 2006 – 2007
Revenue Auditor / Tabulation
Comanche Nation Games, Lawton, OK 2006
Partner / Co-Owner
Appetite 4 Construction, LLC, Lawton, OK 2004 – 2006
Fort Sill National Bank, Ft. Sill, OK 2002 – 2004 & 2004 - 2005
Airbus Industries, Adecco, Minneapolis, MN 2004
Blockbuster Inc., Colorado Springs, CO 2001 – 2002
AWARDS & ORGANIZATIONS
¨ CRTP – CTEC Registered Tax Preparer & maintains Surety Bond and PTIN
¨ Member of the Association of Certified Fraud Examiners (ACFE)
¨ Member of Delta Mu Delta International Honor Society
¨ US NAVY – Airman E-3, Boot camp 11/2008 to 1/2009, Great Lakes Naval Base, IL
¨ Volunteer / Work Study with the NBDC assisting directors and clients in office work, writing business plans, financial forecasting and counseling clients for economic development.