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Management Accounting

Location:
Rancho Cucamonga, CA, 91730
Posted:
July 05, 2010

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Resume:

Seasoned, talented, and participative leader with strong decision-making

and people skills, highly competent and motivated to maximize

organizational performance and profitability as a financial and operational

executive in high-growth and established organizations

I have worked hard to be considered a top choice. However, it takes more

than knowledge and experience, even though they are key. It takes being a

visionary to intuitively understand and apply strategies in decision

making; and it takes being a charismatic leader who has character and

tolerance for being able to direct and listen to staff. I am grateful to

my teachers, mentors, and parents for my progress and influencing my 3-

point practices re:

"Strategy Skill Sensitivity"

Accomplished, operationally-oriented, financial executive offering

leadership to multiple-industry start-ups, turnarounds and high-growth

private and public organizations generating $11 million - $300 million in

revenue / Highly proficient in development of strategic financial models

and concepts for use in support of long-range planning / Demonstrated

ability to quickly synthesize and execute a cohesive improvement plan

despite operational and financial challenges

Solid history of expertise in most organizational functions - auditing,

finance, accounting, treasury, human resources, IT, and supply chain

functions / Exceptional reputation for leading diverse staff and improving

operational efficiency / Success in strategic planning and implementation

with start-ups and established businesses for budgeting, financial

reporting, MIS, and internal controls.

Financial and General Management Related Expertise:

Strengths: Sarbanes-Oxley Business Code of

Using Sarbanes-Oxley Act and fraud Conduct

prevention/detection in accounting Fraud Prevention and Detection

program and procedures Forensic and Business Investigations

Developing articulation between Project Management and Contract

financial reporting and IT regarding Procurement

SOX 404 (internal controls) Business and Management Consulting

Detected and reported major fraud in Business Plan Preparation

financial reporting and compliance of Strategic Planning

audit client Business Law

Developed IS report generation and Legal Issues in Cyber-crime

procedures saving a county 35% in Cash Flow Management

payroll allocation procedural costs Financial, Cost, and Forensic

Negotiated accounts payable Accounting

debt-repayment for client-buyers of Accounting and Management -

existing small businesses International Business

Completed and filed requirements for Governmental and Advanced Accounting

501(c)(3) non-profit status (acquiring Marketing (SWOT) Analysis/Research

funding through government and Tax Preparation (Individual,

fund-raising efforts) Business)

Assisted Strategic Planning & Negotiable Instruments

Implementation team with major IS/IT SOX Compliance in IT Planning

conversion MACOLA, MAS90/200, Peachtree,

Prepared static budgets and supported QuickBooks, TurboTax,

functional managers in preparing and and Business Plan Pro, Financial and

maintaining annual budgets Budgeting Applications

Audited and implemented Internal Business Systems Software

Systems and Controls augmenting Design and Development

policies and procedures Information Security

Familiarity with GAAP/FASB/GASB/GAAS Business Data Communications and

Excellent interactive manager and team Networks

player, encouraged team building and E-Commerce (Infrastructures and

retention methodologies without Databases)

compromising budgets Strategic Management and

Excelled as leader and Decision-making

results-oriented visionary efficiently Organizational Behavior Analyses and

utilizing tools for financial and Change Management

information systems decision-making Human Resources Management

Superb motivational educator and Development/Online Technology

public speaker Administrative Staff

Development/Classroom Instruction

Public Speaking

Para-legalism

Projects:

Business planning and development and negotiating investments and

commercial loans ($2.5-$500 million)

Personal and Business Financial Planning customized for success in current

economic downturn

Grant Writing and Operational and Financial Consulting

Board member, International Research Association, Licensed International

Financial Analyst Exam Program

Board member, eStocko, Inc., developer of recreational and educational

investment simulation

Curriculum Developer for Accounting, Auditing, Forensics and Finance

courses

Founded and developing for-profit organization, seminars and texts focusing

on financial education for children

Professional Experience

Cameron Funding LLC - Alta Loma, California

Financial Consulting Company; related negotiable instruments and

contracts up to $500 million, business planning, and accounting and taxes

Sr Financial Advisor/Consultant/Owner, 1996 - Present

Accounting: Manage strategic operational planning and budgeting; full-

charge bookkeeping including financial statements and advisory decision

making

Spearhead transactions regarding diversified debt (negotiable)

instruments up to $500 million with private individuals, businesses,

investors, and other key decision-makers

Prepare and interpret financial reports and tax filings for businesses

and individuals (Bookkeeping and Taxes)

Technology: Consult clients, as project manager, regarding small systems-

information security and technology, financial reporting and cost

analyses, strategic planning, and fraud detection and prevention

Management: Analyze and report strategic and tactical application and

techniques for clients, incorporating updates in Sarbanes-Oxley Act of

2002, and personal enhancement, touting growth rates up to 85%

Serve as public speaker on cash flow management and business staff

trainer/developer

Accomplishments: Founded three additional businesses:

GreenhouseFinances.com, specializing in teaching children about finances;

OneBookkeeperToGo(.homestead.com) specializing in bookkeeping, taxes, and

turn-arounds; and ErinSims.com, providing resources for women,

entrepreneurships, and internships

Business Plans and Accounting and Business Systems Implementation

Financial planning for families and businesses including tax planning,

exit strategies, succession plans, employer/ee benefits; Implemented

Pension Program for Large Churches - Life, Health, Disability license

#0754235CA; Re-instating Securities licenses series 6 and 63, 65 (World

Financial Group/World Group Securities)

Improved clients' cash management by identifying internal resources

Expert consultation for Gerson Lehrman Group, Inc., which provides

services and systems to manage expert networks

Funded several corporate projects via investor negotiations

DeVry University, DeVry, Inc. - Pomona, California

New York Stock Exchange(DV) for-profit, internationally renowned

university of business and technology programs, as well as medical and

health information technology programs; total revenues of $843 million

(2006)

Professor, Accounting and Business (BSBA Programs),1994 - June 30, 2007

Accounting: Instruct traditional and online undergraduate students in

core accounting courses, such as intermediate series, auditing

(incorporating Sarbanes-Oxley Act of 2004 (SOX) and fraud detection and

prevention), government (not-for-profit), advanced accounting, and

business law

Teach, in addition to accounting courses, legal environment of business,

economics, management, business and technology, Accounting Information

Systems, organizational operations, finance, systems analysis and design,

project management, and algebra and business mathematics

Technology: Co-chair Information Technology Assessments and Requirements

Board, and Electronic-Instruction Committee

Initiated technology in the classroom through e-classroom platform,

Web-Course-In-a-Box (currently using e-College and eLearn Portal;

formerly used Blackboard)

Management: Curriculum Developer for Accounting, Auditing, Forensics and

Finance courses

Faculty Advisory Committee for Faculty and Staff Enhancement

Senior Accounting Majors Final Projects Advisor and Course Development

Manage and advise accounting seniors on thesis and oral presentations of

real-world situations on behalf of business executives, using various

accounting applications, MAS90, Peachtree, etc.

Business Plans and Accounting and Business Systems Implementation

Manage and advise campus Students In Free Enterprise (SIFE), 2004-5

Sam Walton Fellow for university Students in Free Enterprise (SIFE)

program

Advisor for Student Chapters of SIFE and NSBE

Accomplishments: Published case studies text for the classroom

Edit and review accounting, project management, and business textbooks

for various publishers

Manager/Developer of information websites for campus business and

accounting certifications

Self Assessment Committee for NCAA Staff

Administer/facilitate university accreditation and professional

development

Campus co-Coordinator for Volunteer Income Tax Assistance (VITA) Program

Faculty Symposium Board and Inception Staff (two years)

Mainway Services Group - Ontario, California

Financial Services Company; small business services, and insurance and

securities planning

Financial Advisor/Consultant, 1991-1994

Accounting: Managed financial reporting and administered tax planning and

filing of returns

Prepared, implemented, and managed functional departments' Policies and

Procedures Manuals

Evaluated and prepared Business Plans for revenues up to $20 million

Technology: Prepared Accounting and Business Systems and Technology

Implementation plans for clients using knowledge of ERP and various

financial applications

Accomplishments: Applied results-oriented, strategic decisions for

reporting and planning financial and marketing activities Saved buyers of

existing business 25%

Prepared Pension Program proposals for large religious organizations for

budgeted funding up to $5 million

Auditor-Controller's Office; Department of Health - Riverside, California

Government fiscal services and financial reporting; culminating annual

budgets of approximately $850 million

Principal Accountant (i.e. Controller), 1988 - 1991

Accounting: Consolidating over 120 government programs and funds, and

possessing knowledge of GAAP, GAAS, FASB, GASB, administered and prepared

the audited financial reports, comprising the government and enterprise

financial statements with related disclosures, for the County of

Riverside

Revised Functional Departments' Policies and Procedures Manuals

Technology: Automated the allocation and reporting process of the $14-20

million bi-weekly, county-wide payroll, including design, internal

controls, and reporting requirements

Management: Managed 30+ staff in accounting, budgeting, reporting, and

medical insurance billing

Accomplishments: Restructured the organization chart to avert downsizing,

resulting in zero-layoffs, with improved performance levels of 110%,

resulting in a promotion from Senior Accountant to Principal Accountant

(second to the Chief Fiscal Officer) within one year

Integrated several inter-departmental budgets, saving the County close to

$2 million in costs per quarter

Participated as Hospital CAO appointee to the Hospital Administration

Task Force during the merger efforts of the County Hospital and Health

Department

Served as liaison to the Auditor-Controller, reporting legislation that

impacted the county Health Department County Task Force for

Reorganization Plan (General Hospital, Health Department)

Bell Industries, Inc. - Los Angeles, California

Electronics and Graphic Arts Distributorship (then publicly traded);

annual revenues of $35 million

Controller, 1982 - 1988

Accounting: Responsible for $35 million revenues and reporting, and

submitting monthly divisional financial statements and cash management

reports to corporate headquarters

Originally served on internal audit team, directly reporting at that time

to the CFO, auditing, observing and summarizing, and reporting

operational and compliance results of various national divisions

Technology: Initiated computer conversion from manual system to

automated, decentralized divisional AIS

Management: Managed accounting department of 25+ performing operational

tasks in transaction processing, payroll, and receivables and payables,

overseeing sales and credit, and purchasing and inventory controls

Accomplishments: Improved internal controls of division enhancing

operational efficiency by 30%, resulting in promotion from Internal

Auditor to Controller in 8 months

Vavrinek, Trine, Day, CPAs and Company- Rancho Cucamonga, California

Auditing and Consulting Certified Public Accounting firm

Senior Auditor, 1980 - 1982

Accounting: Audited financial reporting and internal control operations

and compliance of governmental, educational, corporate, and banking

institutions

Prepared client (business and individual) tax returns

Management: Managed numerous audits related to government, banking, and

corporate entities as Senior-in-charge

Accomplishments: Uncovered major fraud in a large governmental client

program, resulting in further investigation and criminal sentencing

Education and Credentials Professional Associations Honors

Master of Information Systems International Research Association

Management (MISM), Forensics/Project (IRA-LIFA)

Management focus (shy capstone Assoc'n of Professionals in Business

course) Management (APBM-CBM)

Keller Graduate School of American Cash Flow Association

Management, Pomona, 2007 (ACFA-DCFS)

Master of Business Administration National Notary Association (NNA)

(MBA), IS/IT focus Association of Certified Fraud

West Coast University, Los Angeles, Examiners (ACFE-CFE)

1989 Institute of Management Accountants

Bachelor of Science, Business (IMA)

Administration (BSBA), Accounting American Accounting Association

major (AAA)

California State Polytechnic American Institute of Professional

University, Pomona, 1980 Bookkeepers (AIPB)

Certified Professional Bookkeeper National Association of Women

(CPB, 2008) Business Owners (NAWBO)

Licensed International Financial National Association of Female

Analyst (LIFA, 2006) Executives (NAFE)

Certified Business Manager (CBM, National Association of Women MBAs

2001) (NAWMBA)

Certified Diversified Cash Flow Assoc'n of Collegiate Business

Specialist (DCFS, 1996) Schools and Programs (ACBSP)

Notary Public (Commissioned since

1998) 2009 - Nominee, Entrepreneur of the

CTEC Registered Tax Preparer (CRTP, Year Award

licensed since 1992) 2007 - Cambridge Who's Who,

Certified Fraud Examiner (CFE www.cambridgewhoswho.com

associate/candidate 2011, 2006-7 - Fulbright Scholar Program

membership/experience requirements Candidate for Faculty

fulfilled) 2005-7 -Editor, Textbooks: Global

Certified Public Accountant (CPA Business Today by Charles W. L.

exam candidate 2011, Hill, McGraw-Hill/Irwin, 4th e.

experience requirement fulfilled) (0-07-319175-2); Project Management

Publishing (pending) Financial by Gray and Larson,

Planning Manuals for Kids, 2010 McGraw-Hill/Irwin, 3rd e.

Published Business, Case Studies in (0-07-297863-5); Accounting: What

Business Strategies, the Numbers Mean by Marshall,

McGraw-Hill/Irwin, 2004, ISBN McManus, and Viele,

0-390-47479-7 McGraw-Hill/Irwin, 7th e.

Published Poetry, A Grasp At 2005, 2001 - Who's Who Among

Eternity, Watermark Press, 2001, Businesses and Professionals

ISBN 07-795*-****-*-****, 2002, 2001 - Leaders of

Distinction

2002, 2001 - Distinguished Faculty



Contact this candidate