Sales Management

James Wonnell

*** ******* **. . ********, ** . Phone: 517-***-**** . Email:

******@*****.***

Career Goal: Controller/Senior Accountant/ Financial Analyst

Summary: Dedicated accountant with fifteen years experience developing

and implementing financial systems, strategies, processes and controls

that significantly improve P&L scenarios. Expert in establishing

accounting functions, systems, and best practices; cost-reduction,

automation & cash management strategies; and lasting business

relationships to ensure goal-surpassing fiscal performance. Computer

skills include MRI, Excel, Word, Access, PowerPoint, Peachtree,

QuickBooks and ERP Systems.

Professional Experience

McKinley, Inc. - Ann Arbor, MI

Residential Real Estate

Residential Senior Accountant, 8/2008 to Present/Interim Residential

Controller 11/2008-2/2009

Senior Accoutant: Provide month-end analysis, reconciliation and

support for fourteen Residential Properties totaling more than 3500

units. Responsible for detailed analysis, research and integrity of

the accounting transactions for each site. Maintain the balance sheet

accounts via approval of each invoice, reconciliation of balance sheet

and timely communication of property issues. Maintain strong

communication with management on site, operations management

regionally and senior management of the residential portfolio, as

needed.

Interim Residential Controller: Oversaw owned portfolio of fifty

residential properties with annual sales of $100M. Managed team of

eight accountants. Responsible for entire portfolio financial

statements, budget, cash flow of owned portfolio.

Key Results:

Managed three year financial audit of a prime Residential property.

Successfully met timeline goals for completion.

Managed three-year sales tax audit for three properties. Exceeded

expectations with audit results.

Reviewed and managed the Year-end Financial Process for Tax Return

Preparation.

National Transportation Associates, LLC-Manitou Beach, MI

Property, Casualty, Life & Health Insurance

Controller, 11/2004-8/2008

Setup accounting and office organization from startup. Financial

statement preparation, analysis, and G/L reconciliation. Additions

and deletions to customer policies. Supervise five administrative and

accounting personnel. Prepared company's strategic business and

operating plans. Marketing, Sales Management, Human Resources,

Customer service and Computer management. Prepared Partnership, Sales,

Payroll and specialized tax returns.

Key Results:

Evaluated, selected and implemented Industry specific ERP software

package.

Diversified company to expand into fifteen states from five.

Oversaw 225% increase in sales during two year period and 200% rise in

income.

Designed Program and trained new agents to pass the insurance exams.

American Health and Nutrition, Inc.-Ann Arbor, MI

Food Manufacturing and Wholesale

CFO/Controller, 2/2001-11/2004

Promoted to CFO 1/2004. Supervised five Accounting, one IT, and eight

Warehouse Personnel. Financial statement preparation, Cash management,

borrowing base calculation, budget preparation, inventory control,

human resources, fixed asset management, onsite and warehouse

facilities, computer administration, and leader of management team.

Prepared reporting for prospective mergers and acquisitions. Managed

Annual CPA reviews and quarterly bank audits. Negotiated asset based

lending for organization.

Key Results:

Cleaned up two years of financial statements and G/L accounts upon

hire.

Instrumental in company's 2000-2003 annual organic growth: 53%

increase in sales, Gross Margin increased 58% and annual profits up

$500K.

Developed a database ERP system to process all sales, purchase and

inventory transactions within organization, resulting in 50% faster

billing of customers and 11% decrease in lost product contracts.

Implemented sales costing and analysis procedures that increased GM%

32%.

Reduced A/R average days outstanding by 35%.

Transitioned 401K plan and Health Insurance plans to new organization.

James Wonnell

710 Wenonah St. . Tecumseh, MI . Phone: 517-***-**** .

Email:******@*****.***

Gentner Trucking, Inc. - Saline, MI

Sand and Gravel Trucking

Accounting/Human Resource Manager 8/99-2/01

Managed Accounts Payable, Accounts Receivable, Payroll, billing and

inventory control positions. Expense analysis, balance sheet

reconciliation, asset management and computer administration. Human

resources for sixty union drivers and twenty-five administrative and

shop personnel.

Key Results:

Involved in union negotiations.

Created Logistics spreadsheet to tighten driver time and load

efficiency.

Atlas Oil/Silmic, Inc. - Taylor, MI/Ann Arbor, MI

Fuel Distribution, Storage & Retail Convenience Stores

Treasurer 8/97-8/99

Cash Manager/Sr. Financial Accountant 2/91-2/97

Banking Clerk 5/90-2/91

Served as Interim Controller for 4 months, supervising eleven

accounting personnel. As Treasurer, supervised six accounting

personnel. 3-A/R, A/P, P/R & G/L Accountant. Managed month end and

year-end closing process for seven divisions. Financial statement

preparation & analysis, inventory Control, fixed assets, accounting

for building of tanker trucks, calculated monthly borrowing base,

fuel/excise taxes, cash management, capital financing and reconciled

all g/l accounts. Silmic was sold to Atlas in 1997. Reconciled and

managed 32 store bank accounts. Inter-company reconciliations.

Key Results:

At Atlas- Successfully cleaned up Balance sheet for audit that prior

year was given a poor rating.

Atlas- Reconciled Fuel Tax account that was $750K out of balance.

Atlas- tightened cash management process to reduce interest

$45,000/Yr.

Silmic- redesigned bank accounts to move daily deposits to main

account two days quicker and eliminate $62,000 a year in LOC interest.

Silmic- Reconciled 2 years of bank statements for 80 stores upon

hire..

Silmic- Monthly financial statement consolidations for International

Parent Company.

Borders Group, Inc. - Ann Arbor, MI

Retail Book Stores

P/R Accountant 2/97-8/97

P/R Bank account reconciliation for Borders and Waldenbooks.

Reconciliation of other P/R G/L Accounts. Review and Record cashed

stock options. Journal entries and other duties as needed.

Key Result:

Reconciled Prior two years P/R G/L accounts that was $1M out of

balance.

Education

University of Phoenix, Online

MBA, 3.5, GPA

University of Cleary, Ann Arbor, MI

Bachelor of Science in Business Management 1998, 3.6 GPA

Washtenaw Community College, Ann Arbor, MI

Associates of Applied Science in Accounting 1997, 3.9 GPA

Memberships, Additional Training and Computer skills

Membership in Institute of Managerial Accountants since 2003

Enrollment in CMA program.

Over 40 credit hours in accounting classes.

Additional Classes in: Managerial Accounting, Intermediate Excel, ERP

Systems.

Computer skills: MRI, Rcash, Track-it, Microsoft Office (Excel, Word,

Access and PowerPoint), Peachtree Accounting, MAS90, QuickBooks,

Factor Accounting Software, Hyperion Accounting, Lawson Accounting,

AS/400, Oracle Software, AMS 360 Software and Crystal Reports.

Contact this candidate