SUMMARY:
- Financial Controller and Accounting Manager who conducts all aspects of financial management including corporate accounting, governmental accounting, tax accounting, regulatory and financial reporting, budgeting and forecasts preparation.
- Expertise is in defining internal control policies and procedures, completing financial reports for the boards and banks, ensuring ontime reports, payroll AR/AP processing, and preparing contracts and grants.
- Success directing all accounting operations including billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting and Revenue Recognition. Core competencies include financial statement preparation, regulatory reporting, month - end / year-end closing, quality control and cash / investment management.
- Proven performance assessing organzational issues to gain an understanding of current procedures, then offering recommendations designed to improve existing processes or introduce new systems.
TECHNICAL SKILLS:
- SAP
- Excel
- Cougar Mountain
- RFMS
- QuickBooks
- ATX
- Great Plains
- MS Works
- Llama
- Caselle
- Finance Plus
- ADP
- Banner
- Innoprise
PROFESSIONAL EXPERIENCE:
BUDGET & FINANCE DIRECTOR
Confidential | Greeley, CO
Responsibilities:
- Partnered with department leaders in developing and managing the public works budget while controlling expenditures. Scope encompassed overseeing the grant program, and drafting and monitoring department contracts.
FINANCE DIRECTOR
Confidential | Platteville, CO
Responsibilities:
- Managed financial records for the town, which entailed financial planning, accounting, revenue administration, treasury management, A/P, A/R, payroll and benefits management.
- Collaborated with external auditors to plan, prepare and finalize annual audits.
- Additionally, served as ‘go-to’ resource on financial matters, providing answers to finance-related questions at board meetings and planning sessions.
ACCOUNTANT
Confidential | Greeley, CO
Responsibilities:
- Recruited to oversee resolution of Fixed Assets and Sales Tax issues.
- Responded to customer inquires regarding sales tax policies, updating new and retired assets for the City, and rectifying sales tax accounts.
- Additionally, served as accountant for specified government funds and compiled various sections of CAFR.
TEMP ACCOUNTANT II
Confidential | Brighton, CO
Responsibilities:
- Focused on stabilizing the bank reconciliation process for all cash and investment accounts.
- In addition to improving the payroll liability reconciliation process, established standard procedures for current accounting process.
- Stabilized bank reconciliation process for all cash and investment accounts.
- In addition to improving payroll liability reconciliation process, established standard procedures for current accounting process.
ACCOUNTANT
Confidential | Greeley, CO
Responsibilities:
- Administered all aspects of Accounts Receivable, as well as Credit Manager Functions.
- Scope included developing procedures for Accounts Receivable and Collections. Demonstrated proficiency in software through self-taught approach.
- Slashed new customer time from 3 ½ weeks to 1 week after acquiring credit manager process from sales department.
- Inherited payroll functions: ran 70+ employees through ADP on a biweekly basis and performed all journal entries.
ACCOUNT ANALYST
Confidential | Greeley, CO
Responsibilities:
- Balanced, analyzed, researched and corrected differences in assigned portfolios.
- Deisgnated to administer one of the largest portfolios. Provided training to new employees on bank reconciliation procedures, encompassing collections, expense, suspense and personal property taxes.
- Reduced process time from 1 month to 2 weeks with the implementation of new procedures.
- Conceptualized procedure for balancing and analyzing holding general ledgers for transferring between 2 different software packages.
- Consistently gained recognition for going above and beyond assigned duties.
PRINCIPAL ACCOUNTANT
Confidential
Responsibilities:
- Principally directed this firm, which provided accounting services for up to 20 clients on a monthly basis.
- Administered clients payroll and reports, financial statements, bank and general ledger reconciliations.
- Additionally, completed individual, partnership and corporate tax returns for ~400 clients.
