Management Human Resources

TERRY N. SHIFFERT, CPA *******@***.***

Hatboro, PA 19040 267-***-****

SENIOR FINANCE EXECUTIVE

Accomplished finance professional and Certified Public Accountant.

Extensive experience with internal / external reporting, Profit & Loss, and

General Ledger. Track record of identifying and implementing process and

procedures that drive down both risk and excessive costs associated with

insurance / workers compensation claims and premiums. Far-reaching

experience in corporate finance and private/public accounting firms.

SIGNATURE STRENGTHS

Strategic Business Relationship Building & Financial Analysis / Risk

Planning Management Management

Relationship Management Motivational Team Leader Inventory Management

Payroll/Cost Accounting Contract Negotiations Policy Development

Benefits Management Financial Statements Change Management

Internal Reporting Internal Controls Audits/Budgets/P&L

CAREER NARRATIVE

WINDOWIZARDS INC., Levittown, PA; 1994 - Present

$24 million window and door sales and installation company, downsized from

$37 million sales, distribution and installation company with 130 employees

and locations in five states. Ranked 14th largest remodeling company in the

US, 2008, recognized by trade publication, Replacement Contractor Magazine

in 2009.

Controller

Scope of responsibilities includes staff management, strategic planning,

development, implementation and management of all corporate cash

management, treasury, accounting, financial reporting, financial analysis

and insurance and risk management. Concurrent executive responsibility for

corporate administration, human resources and employee benefits. Manage

relationships with outside professionals including accountants, bankers and

consultants.

. Conceived and implemented contractor / company agreement comprised of

expectations and insurance coverage requirements. Delivered more than

$500,000 in Workers Compensation (WC) cost savings and instituted

light duty program expediting return to work and reducing WC claims

and premiums.

. Eliminated outside accountant expenses by performing internal

reporting saving up to $100,000 annually.

. Negotiated commercial insurance policies and health benefit costs.

Increased existing coverage and included polices for additional

protection. Secured cost-effective employee health benefits.

. Saved company $5,000 per annum by changing weekly payroll to bi-weekly

payroll.

. Pivotal in acquiring new building material dealer software package

attaining $500,000 equipment lease purchase for new software and

hardware.

. Obtained Line of Credit with bank, increasing it by $250,000 within

one year.

. Instrumental in completing vehicle fleet replacement as integral part

of negotiating team.

CPA experience:

Provided more than 15 years consulting and financial services to numerous

CPA Firms throughout PA.

Margolis and Co. P.C. / Clairmont, Paciello & Co. P.C. / Fishbein & Co. /

Zelenkofske, Axelrod & Co, and Cunningham, Porter and Phillips

EDUCATION

BLOOMSBURG UNIVERSITY, Bloomsburg, PA

Bachelor's Degree, Business Administration, Accounting

PROFESSIONAL AFFILIATIONS

AICPA / PICPA

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