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