Accounting Sales

Professional Summary

Highly competent, diligent, goal-oriented accounting and finance

professional with expertise in accounting processes, applications, and

systems. A multi-tasking problem solver with strong leadership and

management skills, superior work ethic, and a pro-active positive attitude.

Proven qualifications and abilities in all areas of financial and

management accounting, budgeting, forecasting, strategic planning,

financial planning and analysis, accounting information systems, systems

analysis and design, income tax minimization strategies, sales tax

compliance, and client audit representation before government agencies.

Manufacturing Experience and Selected Achievements

Aerospace Defense Contractor - International Company

Standard Cost System

The Challenge: Find a more efficient way of assigning direct labor costs

to contracts and eliminate inaccuracies in labor reporting using a standard

cost system.

Achievements: Spearheaded a cost accounting systems team that investigated

and analyzed the labor reporting system being used in the assembly

departments. Researched and recommended viable solutions using Net Present

Value, Cost Benefit Analysis, and other criteria such as system expansion

capabilities. Installed and trained assembly department personnel in the

use of a "state of the art" automated timekeeping system, providing

accurate labor reporting by contract on a timely basis.

Results: This system eliminated the need for manual time card calculations

and manual posting of direct labor hours to specific contracts achieving a

cost savings in excess of $ 100,000 the first year.

Manufacturer of Styrofoam Food Containers

Process Cost System

The Challenge: To increase profits by reducing expenses without having a

detrimental impact on company operations.

Achievements: Leader of a 3 member team that investigated and analyzed

company operations. Drastically reduced the general and administrative

expense budget, and restructured work assignments in the administrative

departments to eliminate duplication of effort. Negotiated with vendors to

reduce prices on raw materials and supplies.

Results: These efforts achieved an improvement in net profits of

approximately $ 25,000 each month.

High Tech Digital Video Editing Equipment and Software Developer -

International Company

Job Cost System

The Challenge: Company management had only a general idea of how much it

cost to produce and deliver a custom video editing system. Company did not

have an effective or an accurate accounting system, and was not tracking

warranty costs or inventory items used for replacement parts during service

calls.

Achievements: Supervised a staff of two that analyzed company operations

and designed a job cost system to provide accurate and timely production

reports. Designed and implemented a complete accounting system using GAAP

to provide accurate management reports and financial statements on a timely

basis.

Result: This new system resulted in accurate and timely financial

information for more informed decision making, and increased the efficiency

of all departments. This achieved an increased net profit of 8% during the

first 6 months.

[pic] Employment History [pic]

Chief Financial Officer Source One Tax Consultants, Inc. (

Claremont, CA

From November 1995 to Present

Source One Tax Consultants, Inc., is a business consulting company

specializing in designing accounting systems, improving accounting

processes, determining appropriate accounting applications, financial

consulting, entity structuring for asset protection and tax savings, and

income tax consulting. Client base ranged from small sole proprietorships

to corporations with multi-state operations, over 200 employees and sales

revenues of $ 60 Million annually.

Responsibilities included the day to day operations of the business, review

of financial records, issuing of financial statements, and compliance with

all government agencies. Developed and consistently updated strategic

planning model for a 5 and 10 year plan. Monitored annual budget and

updated12 month rolling forecast revising strategy as necessary to achieve

organizational goals.

Company services included accounts receivable/payable management, payroll

processing and reporting, all aspects of financial accounting, (except

certified auditing), budgeting and forecasting, real estate investments and

management, multi-state sales/income tax preparation, client representation

before taxing authorities, tax agency problem resolution, income tax

planning, and income tax research.

Selected Achievements

> Implemented and monitored accounting policies and procedures,

internal controls, and regulatory agency compliance for a variety of

companies in various industries.

> Facilitated client in seizing new business opportunities to increase

revenues by 14% and profits by 12% without incurring additional

payroll costs.

> Utilized opportunities in the Internal Revenue Code to save client

over $100,000 in tax savings.

> Spearheaded an audit defense team that saved client over $ 250,000 in

assessments by the State Board of Equalization.

> Negotiated liability and Workers' Compensation insurance rates and

reduced premium costs by 12% annually.

Cost Analyst - Temporary Contract Lucky Container, Inc. ( Vernon, CA

Basis

From April 1995 to November 1995

Lucky Container, Inc., was a manufacturer and wholesale distributor of

Styrofoam cups and food containers with gross revenues of $8 Million

annually.

Contracted to find ways of increasing profits by reducing expenses without

causing a detrimental impact to company operations.

Controller Bio Medics, Inc. ( Orange, CA

From December 1990 to April 1995

Bio Medics, Inc. operated 4 blood plasma centers in Southern California

with gross revenues of $20 Million annually.

Responsibilities included all accounting and financial activities on a day

to day basis for the corporation. Developed, installed, and monitored a

complete accounting system to maintain an accurate general ledger and issue

timely financial statements using GAAP. Analyzed and tested company

policies and procedures for proper internal control effectiveness.

Instituted new company policies and procedures and implemented an effective

system of internal controls to protect company assets. Prepared all

required government filings including Federal and Multi-State Corporate and

Partnership Income Tax Returns.

[pic] Education [pic]

Master of Business Administration

University of La Verne ( La Verne, CA

Bachelor of Science in Accounting and Finance

California Polytechnic University ( Pomona, CA

[pic] Professional License [pic]

Enrolled Agent (Enrolled to practice before the Internal Revenue Service)

[pic] Software Proficiency [pic]

Microsoft Office Suite (Word, Excel, PowerPoint, and Access), MAS90, and

QuickBooks Pro.

Some experience with MACOLA and Crystal Reports

Contact this candidate