Peter Montgomery

**** *** ****** *****

Birmingham, Alabama 35203

Phone 205-***-****

email: abgra5@r.postjobfree.com

OBJECTIVE

To give your company a competitive advantage by leveraging exceptional accounting, investment expertise and

information technology skills

Key Skills: Financial Instruments – Stocks, Options, Futures, Commodities, Foreign Exchange, Hedging Financial

Information and Research – Bloomberg, Numerous Financial Data Sources Published Author with Precious Metals

Emphasis – one example here: http://www.resourceinvestor.com/pebble.asp?relid=23419

Accounting Systems – Epicor, Oracle Financials, Peoplesoft, SAP Accounting – SEC Reporting, SOX, Forensic and

Restatements, Public Accounting, Tax Havens Databases – Oracle, SQL Server, Magic eDeveloper

EXPERIENCE

SEVEN MILE CAPITAL Birmingham, AL

January, 2002 to Present

International Investment Manager, Author and Financial Software Developer

Managed portfolios of stocks, options, commodities, precious metals and foreign currencies

Used tax havens to reduce taxes and derivatives to minimize currency, interest rate and credit risk

Financial author of Pot o’ Gold newsletter with precious metals emphasis and trading recommendations

Extensive use of SEC reports in financial publications regarding current company events

Financial systems developed with Magic eDeveloper 10 and MS SQL Server

Significant consulting contracts:

GE WATER and INFRASTRUCTURE Norfolk, VA

December, 2007 to March, 2008

Epicor Consultant and Magic Database Developer

Conversion from Epicor to SAP Full documentation of all table structures and account mappings

Testing routines to verify data post conversion

Magic eDeveloper 10 used as translation tool between Epicor/Peoplesoft and SAP

SQL Server training for GE personnel

Ticker: GE, http://www.nyse.com/about/listed/lcddata.html?ticker=ge

DEMANDTEC San Carlos, CA

September, 2007 to November, 2007

Epicor Consultant and Magic Database Developer

DemandTec is a SaaS provider to the retail industry

Designed, programmed and tested complex invoicing routines using Epicor and SQL Server tables

Invoice routines included billing, customer, time, and foreign currency functionality

Epicor software was E4SE

Magic 8x and eDeveloper 10 as primary development tools

Now a part of IBM http://www.demandtec.com/mydemandtec/home

HEALTHSOUTH CORPORATION Birmingham, AL

March, 2005 to March, 2006

Restatement Financial Accounting Consultant

HealthSouth (Ticker: HLS, http://www.nyse.com/about/listed/lcddata.html?ticker=HLS)

Restructure consultant on 3.5 billion dollar debt securities

Wrote and reviewed company’s SEC filings during extremely tight deadlines

Extensive data conversion and extraction from Peoplesoft to Oracle and SQL Server and SAP

Company relisted on NYSE during contract time because of timely SEC reports

Software tools were Oracle, Peoplesoft, Crystal Reports and Magic

ALLSTATE INSURANCE Northbrook, IL

September, 2002 to November, 2002

Financial Systems Developer on Transcend Financial Application

Allstate (Ticker: ALL, Link: http://www.nyse.com/about/listed/lcddata.html?ticker=ALL)

Transcend developer for fixed annuity, GIC, and structured settlement activities

High profile project to forecast cash flow needs of 10 billion dollars using Magic front-end with Oracle database

DATALEX Atlanta, GA

June, 2000 to June, 2001

Magic Database Financial Consultant on Bookit! Tour

Company went public on the Dublin Stock Exchange during contract

Magic developer on the company’s premier travel agency and accounting package

Oracle to SQL Server and SQL Server to Oracle conversion and integration with SAP financials including XML and

HTML coding

LOWNDES COUNTY ADVOCACY RESOURCE CENTER Valdosta, GA

1999 to 2004

Financial Systems Developer and Consultant

Nonprofit mental health service agency serving 11 counties in south Georgia

Annual budget of over $ 5,000,000

Customized accounting package developed in MAGIC 8.30 with full financials

WILSHIRE ASSOCIATES Santa Monica, CA

1998

Epicor Financial Accounting and Magic Database Consultant

Wilshire (Link: http://www.wilshire.com/) developed the Wilshire 5000 Stock Index

Institutional and high net worth individual asset management

Firm’s trading operations accounted for 5 to 6 % of NYSE daily trading volume

Founder, Dennis Tito (link: http://www.spaceadventures.com/index.cfm?fuseaction=orbital.dennis_tito ) is outer space

pioneer

Company implemented Epicor SQL Server based accounting system with Magic customization

As a mezzanine and bridge financier, required filing of regulatory agency documents

LUCKMAN INTERACTIVE Los Angeles, CA

1996-1997

Epicor Financial Accounting and Magic Database Consultant

Company went public on the Toronto Stock Exchange during contract

Wrote and reviewed filing documents for initial public offering on the TSX

Luckman was at the forefront of internet web design and site directories during this time

Full accounting system design, implementation and support including supply chain Epicor Software accounting system

YDK AMERICA Canton, GA

1989-1995

Epicor Financial Accounting, Supply Chain Process and Magic Database Consultant

Japanese company electro shielded computer components for major computer manufacturers

Epicor accounting software design, setup and implementation including supply chain

Magic software customization, foreign currency translation and ADP integration

PIOLAX CORPORATION Canton, GA

1989-1995

Epicor Financial Accounting, Supply Chain Process and Magic Database Consultant

As a Japanese company and Honda automotive supplier, business required extensive supply chain process software design

and integration between Honda EDI and Epicor

Setup production scheduling and procurement processes with Epicor and Magic software

Cut procurement times from a major supplier in Japan from two weeks to 3 days

THE GILMORE CENTER Thomaston, GA

1989-1998

Magic Financial Database Consultant

Mental Health Service Agency

Developed and supported a full accounting package written in MAGIC software

Annual budget of almost three million dollars covered an eleven county area in middle Georgia

Programs developed were also used in the Atlanta area by Cobb Community Services

LEARNING INITIATIVES IBM TOWER Atlanta, GA

1989-1990

Magic Database Consultant

IBM related firm for educators Conversion from DBASE to MAGIC software System design, implementation and

training

Certified Public Accounting Experience

PETER MONTGOMERY, CPA Montgomery and Tallassee, AL

1985-1989

Certified Public Accountant

Full service CPA practice with financial and estate planning emphasis

Supervised and trained three bookkeepers in two different offices

Firm was sold to a larger CPA practice and continues today

WILSON, PRICE, BARRANCO, BLANKENSHIP & BILLINGSLEY, CPAs MONTGOMERY, AL

1981-1984

Senior Staff Accountant - CPA

Auditor and tax preparer on firm’s largest SEC client, Durr Fillauer, a large medical supply distributor, now part of

Amerisource Bergen http://www.nyse.com/about/listed/lcddata.html?ticker=ABC

Wrote and reviewed Durr Fillauer’s SEC financial and stock offering documents

Prepared tax returns for high net worth executives, corporations, trusts, partnerships, and estates

Filed multi-national tax returns and financial statements

Trained other accountants on the use of spreadsheet and tax projection software

Hospice Chaplain Experience

HOSPICE CARE OF LOUISIANA Baton Rouge, LA

July, 2001 to February, 2002

Chaplain

Volunteer initially and then hired as a chaplain

Personal empathy toward patients because of losing wife Beverly to breast cancer after six year battle

Responsible for the spiritual care of individuals with terminal illnesses

Cared for and comforted patients and families of patients located in medical facilities and private homes

Followed up with families of deceased patients in bereavement care and counseling

The hospice was purchased by Odyssey

EDUCATION

Auburn University at Montgomery

Bachelor of Science in Business Administration, 1982, Accounting Major

The Master’s Seminary

Sun Valley, California

Masters of Divinity, 1998

PROFESSIONAL CERTIFICATIONS

Passed CPA exam in 1982

Passed NASD Series 7 exam in 2003

State of Louisiana Life and Health Insurance license

VOLUNTEER ORGANIZATIONS

Amedisys Hospice, Volunteer Chaplain http://www.amedisys.com/

Hospice Care of Louisiana, Volunteer Chaplain

Anne Frank in the World Holocaust Exhibit, Docent http://holocaust.georgia.gov/anne-frank-world-1929-1945

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