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Click here or scroll down to respond to this candidate Candidate's Name , CPA
Street Address Bendemere Drive
Leland, North Carolina Street Address
PHONE NUMBER AVAILABLE
EXECUTIVE SUMMARY:
A results-oriented Controller/ CPA with a distinctive career in general and
financial management, including the direction and streamlining of corporate financial
operations with full responsibility for financial reporting and cost reduction. A
progressive career within diverse business atmospheres, including manufacturing,
distribution, and entrepenurial business start-up. Broad-based experience encompasses
business restructuring and re-engineering, strategic planning, and cost containment.
Recognized for ability to coach and develop staff. Computer experience includes
Microsoft Excel, Word, Outlook, MAS 200, American Contractor and Maxwell Systems
Support Software, and Great Plains Software.
AREAS OF EXPERTISE:
* Financial Management * General Accounting * Budget Development/ Administration *
Cash Management * Financial Planning * Bank Reconciliation * Financial Analysis *
Staff Development * Cost Accounting * Banking Relationships * Auditing & Sales
Forecasting * Tax Reporting * Insurance Reporting * Policy Formulation and
Implementation
PRIVATE INDUSTRY EXPERIENCE:
2004-2009 UNITED SERVICE COMPANY & MILLENNIUM AVIATION
INC.
CONTROLLER
Prepare monthly and year-to-date financial statements for both companies.
Managed day-to-day operations of five employees in the preparation of
Accounts Receivable, Accounts Payable, and billing.
Maintain banking relationships and prepare yearly financial projections for
financial institution clients.
Review insurance policies to ensure proper coverage and maintain costs.
Collections efforts weekly to reduce bad debt expenses.(includes telephone
contact, e-mailing and faxing invoice copies to customers for speedier payment
Significant Achievements:
Successfully implemented a complete Accounting Software System (MAS
200) for both companies.
Originated budgets at both companies and Variance Analysis Reports to
monitor trends and deviations.
Successfully completed the installation of Purchase Order, Bill of
Materials, Inventory, and Work Order modules that have streamlined work activity
and have lead to better purchasing and cost control procedures.
2001 2004: ALBARELL ELECTRIC, INC.
CONTROLLER
Direct day-to-day financial operations for this Electrical Contractor and its
five divisions.
Preparation of both consolidated and divisional monthly financial statements.
Collection of all Accounts Receivable invoices including retainage charges.
Computation of labor wage and benefit rates for 13 union labor categories for
four different unions.
Insurance policy renewals and data collection on wages and revenues for
insurance purposes and quarterly meetings with Insurance Agency head to
provide updated wage and revenue estimates.
Preparation of weekly Job Cost reports and Job profitability reports that
allowed owner to question project managers on actual vs. budget amounts.
Maintenance of Job budget estimates (normally 100 to 125 jobs per week).
.
Significant Achievements:
o For three of the four years company achieved the three highest profitability
levels in its history partly due to comparisons of Actual Job Revenue and
Cost Performance as measured against budget estimates that I prepared.
o Reduced Insurance Costs (especially Workers Compensation) by 12 to
15% mainly by working with the firm s insurance company and
emphasizing safety issues and the need for less overtime hours.
o Streamlined union wage and benefit data by reporting timely actual
amounts to project managers and the owner on 4 or 5 different Union
Locals and their various worker classifications.
o Reduced days outstanding on Accounts Receivable by 10 to 12 days by
being in touch weekly with General Contractors personnel responsible for
project progress payments.
o Cleared up confusion on Job Change Order revenue and costs by having
the software developer write a special program to monitor these changes.
1998 2001: CENTRAL PLUMBING AND HEATING CO., INC.
CONTROLLER
Prepared monthly financial statements and year-end audits; and managed
accounts receivable/ payable and payroll and taxes. .
Prepared weekly JobCost Reports for all four Company divisions
HVAC, Sprinkler, Plumbing, and Electrical.
Collection of all receivable accounts from project owners and general
contractors personnel.
Significant Achievements:
Reduced costs by working with the project managers on their labor
estimates by giving the project managers accurate Union Wage and Benefit data in
spread-sheet format.
Decreased insurance costs by more than 25% by researching insurance
policies and having quarterly meetings with Insurance owner and updating
quarterly estimates.
Reduced average days outstanding on accounts receivable by 14 days
bymaintaining weekly contact with project owners and general contractors
personnel.
Implemented a 401K profit-sharing plan in order to boost employee
morale.
1993 1998: BKG COMPANY, INC.
CONTROLLER
Direct all accounting and financial operations of BKG and its affiliated
company (Walter R. Dorn, Inc.).
Prepared monthly financial statements for both companies.
Maintained a Job history report by Project Manager/ Estimater for year-end
bonus purposes.
Administer all policy development, sales, payroll, and corporate tax
reporting.
Significant Achievements:
Developed monthly financial reports and conducted year-end audits
Implemented Great Plains software packages for General Ledger,
Accounts Receivable, and Accounts Payable.
Increased company sales volume by 5 to 10% by assisting in the
establishment of separate divisions with revenue and cost budgets,
thus emphasizing the need for project managers and estimaters to
be extra careful in bidding and quoting functions.
Built the Accounting Department from the ground up.
EDUCATION:
M.B.A. degree from Lehigh University, Bethlehem, Pennsylvania. Top 10%
of the class. Course work in Accounting, Finance, Management Science, and Economics.
B.S. degree in Accounting from Lehigh University. Dean s List for two out of
the four years.
Pennsylvania State Certified Public Accountant.
Additional training at IBM Corporation in Los Angeles, in Business Planning and
Development of Information Systems.
PROFESSIONAL AFFILIATIONS:
Member of both the American Institute of Certified Public Accountants and the
Pennsylvania Institute of Certified Public Accountants. Former member of
Historic Bethlehem, Inc. (board member) , Silver Creek Country Club, The
Financial Executives Institute and , for a period of nine years, was Treasurer and board
Member of a United Way Agency.
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