Accounting Sales

PHILLIP D. OKONCZAK

abichh@r.postjobfree.com ***** Chelsea

Chase, Oklahoma City, OK 73170

Ph. 805-***-****

EDUCATION

University of Southern California - Marshall School of Business - Los

Angeles, CA

BS-Business Administration

BACKGROUND

An accountant wishing to return to a regular accounting function from an

accounting consultant career. Willing to provide own relocation and

enthusiastically pursue non-managerial positions of potential. Ten plus

years of Accounting, Financial Analysis, and Operations Reporting

experience in various industries, domestic and international. Outstanding

ability to communicate effectively with people of differing backgrounds

combined with equally exceptional presentation skills. I have a strong work

ethic, motivated and the ability to grasp complex financial concepts and

technical matters quickly. I am a resourceful problem solver with a strong

understanding of accounting processes and systems with excellent PC and

network skills.

PROFESSIONAL EXPERIENCE

Accounting Consultant

Partial Listing of Businesses

Various Businesses in the Southern California and Oklahoma City Areas

Washington Mutual Bank, Inc.

Card Service International (CSI), Inc.

Amgen Inc.

09/05 - Present

Execute month end close, including analysis/reconciliation adjusting

entries of various P&L and Balance Sheet Accounts.

. Assist in SEC reporting related to equity compensation.

Advise and recommend procedures and processing of company accounting

functions with a view to automation.

Automate reports and journal preparation substantially increasing

efficiency of accountants' month end reporting process.

Provide analysis, prepare schedules and posting of equity compensation in

accordance with FAS 123R. Including NQ/ISO Stock Options, Restricted

Stock Units and Restricted Stock both deferred and non-deferred awards.

Reconcile stock option exercises including restricted stock to outside

broker information in accordance with FAS 123R.

. Various fixed asset projects determining proper depreciation/expensing.

Calculate, track and post dividends whether payout or reinvest including

the tax calculation for share withholding.

Assist in Foreign Currency Hedge Accounting, including analysis and

schedule preparation in accordance with FAS 133/Sarbanes-Oxley.

SEC/IRS reporting and analysis/prepare documentation of personal use of

company aircraft and automobiles.

Timely filing of sales/use tax for various state, county and municipal

obligations. Responsible for changes in tax laws and advised on tax

saving measures.

Workrite Uniform Company, Inc., Oxnard, CA

Accounting Manager/Controller

8/03 - 3/05

. Managed full-service accounting department including Accounts Payable,

Accounts Receivable (including a Credit and Collections departments) and

an in-house Payroll department.

. Accounting for depreciation related to plant equipment including start up

of regional warehouse.

. Executed Month End close, including analysis/reconciliation of all B/S &

P/L accounts.

. Reported financial results against budget to CFO and parent company.

. Directed periodic audits including: ERISA, Year End and Sales Tax audits.

. Directed inventory for two national warehouses.

. Reported and prepared analysis of required information/filings to various

governmental agencies.

. Responsible for all cash applications including offshore transfers, daily

reporting etc.

. Prepared multi-state sales tax returns.

. Reviewed and approved marketing/sales and executive expense reports

including policy decisions.

. Prepared/enforced companywide accounting/financial policies. Managed and

mentored accounting dept. of 12.

. Acted as company source for all accounting, budgeting projects, and

accounting/finance policies.

. Reduced Accounts Receivable over 60 by over 75% in 6 months through a

series of systematic steps.

. Reduced yearly banking fees from credit card charges by over $15k by

leading projects to capture more card data.

WellPoint Health Networks Inc./Blue Cross of California, Woodland Hills, CA

Senior Financial Analyst

7/00 - 8/02

. Managed and executed the process forecasting administrative expenses and

P/L projections for an $850 million operational unit through analysis and

consultative interviews of Business Unit management.

. Analyzed, consolidated and formatted forecasting information and

presented results to company officers.

. Created and maintained complex financial models utilizing various

external databases integrated into Excel and MS Access utilizing Visual

Basic for Applications, freeing Sr. Analysts from data input.

. Re-engineered the process, procedures and models with a view to

streamlining the methodology for gathering information and populating the

supporting models, reducing budgeting process time by days.

Kinko's Inc., Ventura, CA

Staff Accountant III

7/98 - 6/00

. Researched, prepared and supervised monthly projects including analysis,

reconciliation of Balance Sheet Accounts, variance analysis of

inventories & expenses of over 70 company branches.

. Post adjusting journal entries for month end, quarter end and year end.

. Calculated treatment of store equipment dealing with complex capital

leasing agreements determining proper treatment.

. Supervised staff of 8 accountants and trained them on processes,

procedures and use of accounting software.

. Conducted presentations to Regional Operating Managers on accounting

concepts, as well as to communicate the results of internal research on

various financial issues.

SOFTWARE APPLICATIONS / TECHNICAL SKILLS

Advanced level user of Excel, Access and PowerPoint as well as proficiency

with Excel VBA, and Word. Working knowledge of report programs such as

Monarch. Highly systems proficient.

Comprehensive experience with the following software applications and

systems:

JD Edwards, PeopleSoft/ADP Payroll, IFM, Lawson, QuickBooks, Peachtree,

Great Plains, ReMacs, Real World, Oracle, EIS and various Data Warehouse

software packages including Cognos, PowerPlay and MetaCube. Experience with

the AS400.

ACHIEVEMENTS

. Veteran - United States Marine Corps including duty with U.S. State

Department, American Embassy as well as responsibilities in multiple

international assignments. Ensured compliance with the safe guard of

personnel and classified information at various diplomatic missions.

. Inactive Top Secret Security Clearance.

. Certified Spanish Linguist through the Defense Foreign Language

Institute.

. Southwestern University School of Law - Los Angeles, CA - Completed First

Half of Juris Doctorate Program

. Defense Language Institute - Monterey, CA - Completed Language Training

in Top Five Percent of Class

. Marine Security Guard School - Quantico, VA - Completed Diplomatic

Security School in Top Ten Percent of Class

Contact this candidate