Loretta Buckman
**** * ****** ** ( SUPERIOR, COLORADO 80027
cell 347-***-**** e-mail: **********@*****.***
www.buckmanassociates.com
EDUCATION
Masters of Business Administration, 1998
Lincoln University - Jefferson City, Missouri
Bachelors of Business / Accounting, 1993
University of Missouri- Columbia, Missouri
Bachelors of Business / Accounting (major) and Marketing (minor), 1992
Edith Cowan University of Western Australia
Former Australian CPA, CPA eligible in US
Passed all 4 CPA exams within the state of Colorado. Awaiting certification
in Colorado
PROFESSIONAL SUMMARY
. Self-directed, team-oriented, and goal-oriented CFO with more than 18
years industry and Big 4 public accounting experience.
. As an Australian CPA, served as a Public Accountant with Deloitte and
Touch , handling auditing and management consulting assignments for small-
to-mid-sized client companies. Worked with companies in the software,
technology, mining, exploration, property management, and manufacturing
industries, as well as nonprofit sector.
. Thorough understanding of fiscal and operational responsibilities at all
levels.
. Progressive management experience, including management of professional
and administrative staff.
. Strong private and public accounting experience that coincides with the
thorough understanding of generally accepted accounting principles and
standards, more specifically how these relate to financial reporting
(both external and internal) and professional accounting.
. Advanced computer / systems skills including strong knowledge and
understanding of automated information systems, encompassing the
methodologies prevalent in large financial management systems.
. Continuously involved in strategic planning; management by objectives and
monitoring alignment to goals and mission orientation.
. History of recommending and implementing policies and procedures to
ensure effective internal accounting controls and allow for
efficient/effective operations.
. Sound knowledge and working experience with Sarbanes Oxley initiatives.
. Entrepreneurial leadership with strong written and oral communication
skills complimented with professional interpersonal and effective public
speaking skills.
. Ability to inspire, creating loyalty, dedication, teamwork and
motivation, with a resultant effect in employee productivity and staff
satisfaction.
. Able to maintain the trust and confidence of executive management, staff,
volunteers, et al, via open communication, integrity and discretion.
. Former board member for North West New Jersey Community Action Plan.
Board member for the Center of Contemporary Opera, New York. Board member
for the Carcinoid Cancer Foundation.
. Adjunct professor for University of Colorado, MPA program.
PROFESSIONAL WORK EXPERIENCE
DEPUTY CHIEF FINANCIAL OFFICER
Doe Fund, Inc - New York, New York - weekly commute to Colorado
07/2009 to 6/2011
National nonprofit entity serving the homeless, formerly incarcerated
and drug abuse populations.
. Key executive administrator responsible for all accounting and finance
related activities.
. Manage 2 departments - Accounting Department and Information Technology
Department.
. Outside of fiscal responsibilities, key role with regard to managing
infrastructure; internal audit function, corporate governance; staff
training/development initiatives and strategic planning.
. Staff liaison to external parties including independent auditors, board
members, bankers, and the like.
CHIEF FINANCIAL OFFICER
Education Commission of the States - Denver, Colorado
05/06 - 12/08
Governmental national education research and policy entity serving
both public and private constituents.
. Key executive administrator fully responsible for all accounting and
finance related activities.
. Managed 3 departments outside of the Accounting Department. These
included Human Resources, Central Services and Information Technology
Department.
. Successfully completed complex financial, accounting, investment,
analytical and operational-related tasks, in fast-paced, stressful
environments, meeting all deadlines.
. Began as a consultant, being hired full time within a 4 week period.
Worth noting, this organization experienced significant financial
difficulties when hired. Currently in sound financial condition as a
direct result of my appointment.
CFO/CONTROLLER
Bonfils Stanton Foundation - Denver, Colorado
3/05 - 4/06
Prestigious, private nonprofit foundation
. Full management responsibilities for the accounting, budgeting, and
financial reporting of the foundation.
. In accordance to GAAP, responsible for, but not limited to, preparation
of financial statements, capital assets, cost accounting, budgeting,
forecasting, analytical operational/variance analysis, real estate
management and policy/procedure recommendation and implementation.
. Responsible for the continued focus on internal controls and improved
efficiencies.
. Managed over 15 domestic and international fund managers that make up the
Foundation's portfolio, including accounting for all transactions and
investment/accounting reporting.
. Served as a liaison to fund managers.
. Treasurer for the Bonfils Stanton Foundation Board; member of the Denver
Foundation Tax Group, and former Board member for Australian nonprofit in
Denver, Colorado.
CFO/ASSOCIATE EXECUTIVE DIRECTOR
Northern Arizona University Foundation - Flagstaff, AZ
1/01 - 9/04
. Responsible for the overall professional accounting, budgeting,
analytical and financial reporting requirements of the foundation in
accordance to GAAP, GAAS, GASB & FASB.
. VP of the NAU Foundation Board and member of the Strategic University
Council.
. Key staff liaison to Finance and Investment Committees; ensured
foundation budget alignment with strategic priorities; oversaw
investment, trust and real estate portfolio, managed financial operations
including insurance and banking, asset growth and protection, provided
appropriate treasury tasks.
. All tasks furnished with appropriate accountability, transparency,
discretion and timely communication.
. Satisfied informational requirements via presentations to Board of
Directors, university administrators, independent and state auditors,
government agencies, and other external parties.
. Sarbanes implementation - conflict of interest, code of ethics, whistle
blowing policies.
. Ongoing review of accounting software and database where recommendations
were made for areas that had room for improvement.
. Upon employment, recommended and led the implementation of new accounting
software, scanning software (created a "paperless" office) and investment
module/software (automated the calculation of market value providing
daily real time information - formerly a complex manual calculation that
was only available on a quarterly basis by external parties).
. Managed, trained, and evaluated both professional and administrative
personnel.
. Reduced operational expenditures by 20% and maintained clean audit
reports during period of employment.
DIRECTOR OF ACCOUNTING
National Benevolent Association - Columbia, MO 1/97 -
8/00
Healthcare / Retirement Community / Acute Care Facility
. Chief accountant and key administrator for a 500 bed, nonprofit health
care facility under for-profit platform.
. Responsible for all accounting, budgetary and financing operations,
investments, treasury and taxation functions, facilities/fixed assets,
and preparation of internal/external monthly and annual financial
reports.
. Created various analytical reports that led to significant operational
changes and cost reductions.
. Managed and trained both administrative and professional personnel and
provided overall management direction. Created a team oriented, healthy
work environment.
. Ex-officio member to the Board of Directors.
PUBLIC ACCOUNTANT / CPA
Deloitte and Touch - Perth, Australia 12/93 -
8/96
Global accounting firm - Big 6
. Public accounting assignments encompassing financial report preparation
of financial statements and income tax returns for both private and
public entities. SEC filings.
. Worked with small to mid-sized client companies in a variety of
industries, including software, high tech, mining, oil & gas,
exploration, restaurant, manufacturing and nonprofits.
. Was part of the business services division (consulting service) that
provided clients with improved management practices, turnaround
management, merger and acquisitions, corporate restructuring.
. Supervised administrative personnel and mentored junior accounting staff.
ACCOUNTING FACULTY / COST ACCOUNTING
Curtin University - Perth, Australia 12/93 -
12/95
. Taught cost accounting to 20+ first-year university students.
. Taught on a part-time basis while employed full time at Deloitte and
Touch .
ACCOUNTANT / PART-TIME ARMY RESERVIST
Australian Army Reserve - Perth, Western Australia 1/86 -
12/90
. Responsible for all accounting functions including budgeting, human
resources and operational transactions.
. Supervised administrative and professional staff.