Senior Controller
Forward thinking leader with significant experience in multiple
industries. Has an ability to translate numbers into business reality.
Executive-level business and management consultant including governmental
budget analysis. Track record of integrity and cost-savings results.
SIGNIFICANT ACHIEVEMENTS
Treasurer for Cheda Knolls Homeowners Association. Manage and prepare $400K
annual budget including year-end work with outside auditors. Managed $5.5M
reconstruction fund during 3-year period.
Consolidated $36.5B budget for the Federal Office of Management & Budget.
PROFESSIONAL EXPERIENCE
MARINE SPILL RESPONSE CORP 2008-2010
$80M Non-Profit National Spill Response Company
Region Controller
. Reporting to the Region Vice President and indirectly to the Vice
President CFO prepared and reported on various items such as budgets,
expenditures, audits and special projects.
. Prepared and reviewed annual operating budget to include distribution of
monthly operating results, identifying problem areas and training
supervisors to enhance understanding of the results.
. Reviewed and approved all region expenses according corporate guidelines
and budgets.
. Prepared and evaluated capital authorizations for qualification;
Monitored and reported status.
. Maintained and reconciled regions checking account.
. Prepares regions property lease schedule for vessels and properties.
. Maintained regions fixed asset system to include reconciling to the
general ledger, asset movement and annual inventory counts.
. Key financial person in all billable activities. Prepared all estimates
and billings to customer in accordance with company guidelines.
. Assist in all internal and external audits.
Achievements
. Developed and updated budget templates necessary to determine business
needs.
. Initiated monthly and quarterly financial reviews with 8 supervisors to
identify positive and negative results so budgets not exceeded.
. Installed cost savings methods in office supplies $3K, postage $5K and
other administrative areas.
SAN FRANCISCO PARKING, INC. 1999-2008
$60M Parking and Transportation Company
Division Controller
. Managed the SFO Shuttle Bus Division - an organization with revenue in
excess of $15M.
. Senior Staff Member reporting to the CFO; frequent interaction with the
President and GM's.
. Adept at managing multiple personnel and projects.
. Responsible for all administrative functions of this seven-profit center
entity.
. Prepared Monthly Financial Statements according to corporate timetable.
. Prepared operating budgets, recommending improvements to operating
groups.
. All Treasury responsibilities: deposits, collections, transfers, and
weekly cash flow analysis.
. Prepared monthly invoices in minimum time for these contracts to maximize
working capital usages.
. Reconcile A/R to invoices including collections and delinquency reporting
as necessary.
. Review all A/P prior to processing; manage payments and vendor terms to
maximize cash flow.
. Assist in financial aspects of business development.
Achievements
. Developed and updated budget templates necessary to determine business
needs and profits.
. Converted from non-integrated accounting system to Solomon IV through
interaction with CFO; included financial reporting, account mapping,
system design, report writing, account reconciliation's and deadline
requirements. Reports updated to address changing business needs.
. Expanded cash flow technique, suggesting cash needs, freeing CFO to plan
corporate strategy.
. Transformed manual payroll system into computerized system, including
timely and accurate payroll reporting and 401-K administration.
. Developed complex billing templates for clients. Invoices ranged from 4
to 50 pages.
COMPASS MANAGEMENT & LEASING, INC.
International Property Managers - Subsidiary of Equitable Real Estate
(Currently LaSalle Partners)
Project Accountant
. Bank of America Project - Designed and compiled annual budget for each of
the 2,600 properties; 19 million square feet through western US utilizing
MRI accounting system.
Achievements
. Created spreadsheet to provide quick response to client needs during
budget season.
. Prepared miscellaneous journal entries, resulting in streamlined
reporting for senior management
. Improved accuracy of vendor ledger and 1099 performance, precluding
audits.
ACCOUNTING CONSULTANT
Contracted with 10 different companies and handled payroll, accounts
payable, receivable, collections, and cash flow projections. Prepared
monthly journal entries, financial statements, payroll, sales and property
tax returns, year-end preparatory tax and audit work papers.
. Clients included: Garrison & Associates, Stern & Associates, Dahlgren
Control Systems, Ocular Sciences, Alvarado Street Bakery, Universal
Biologics and Jay Hoyt Bakery.
SIMPSON PAPER COMPANY
$1 Billion manufacturer of pulp and paper products
Control Analyst
. Promoted from $30M division, functioning as assistant controller.
Cost Accounting Supervisor, Ripon Paper Division
. Prepared Annual Budget. Integrated budget into daily workload,
eliminating overtime.
. Prepared monthly financial statements and variance analysis.
. Supervised 2 exempt and 2 non-exempt employees.
EDUCATION
Bachelor of Science in Accounting - California State University
Sacramento, CA
Member Institute of Management Accountants