David A. Loete
RESULTS-ORIENTED MANAGER
Focused, results-oriented accounting and financial leader with excellent
organizational, management, and marketing skills. Proven abilities to
increase business and foster growth through effective leadership, staff
motivation and development, and data-driven analysis and decision-making.
AREAS OF EXPERTISE
Commitment to Quality Calculating Financial Management
Delivery Management Administration Customer Service
Supervision Time Management Problem Solving
Accounting P and L Responsibility Analyzing
Marketing Cost Analysis and Initiative
Reduction
SELECTED ACHIEVEMENTS
ACCOUNTING
. Performed all accounting functions using QuickBooks Professional
computerized accounting software. Provided company's board of
directors and shareholders with a quick and accurate measure of the
business's financial health and well-being.
. Processed payroll for twenty employees, including all withholding
taxes, garnishments, direct deposits, and issuance of W2 and 1099
forms. Ensured fair compensation of employees while controlling
labor costs.
. Generated financial statements including Balance Sheets, Income
Statements, and Cash Flow Statements on a monthly basis.
Effectively communicated organization's financial condition to
company board of directors, shareholders, creditors, and government
entities.
ANALYZED DATA OR SITUATION
. Developed and set up a month-by-month and yearly budget for Bent
River Brewing Company. Provided the company with a "road map" to
guide and forecast future revenues and expenditures.
. Determined and recommended dividends to be paid to shareholders of
the company. Restored shareholder confidence in company after more
than five years of non-payment of dividends.
DECISION MAKING
. Selected and approved all forms of advertising and marketing for
company products and programs. Tripled sales and took company to
profitability over a three year period.
. Approved venders and purchases based on price criteria. Brought
company to profitability for the first time since establishment
after more than five years of losses.
DESIGNED/CREATED
. Designed and created all forms of printed advertising and
marketing. Increased consumer awareness of company, resulting in a
200% increase in sales.
. Designed items incorporating use of company logo including gift
cards, employee name tags and uniforms, menus, and merchandise for
resale. Resulted in the maintaining of a consistent and vibrant
company image.
INITIATED ACTION
. Implemented QuickBooks Professional computerized accounting
software. Brought all accounting functions in-house, saving
company $3,800 per year as opposed to using a public accounting
firm, while facilitating improved tracking of sales and expenses.
. Developed and implemented reloadable gift card program. Improved
ease of operation over former gift certificate program, while
increasing sales.
ORGANIZED
. Codified policies and procedures into a logical and cohesive order.
Expedited ability to write employee handbook in an easily readable
and understandable format.
. Devised and maintained an asset and depreciation schedule for over
sixty-five classes of assets in five asset categories. Enabled
management to effectively evaluate new asset and equipment
purchases and accurately determine depreciation rates.
TROUBLE SHOOTING AND PROBLEM SOLVING
. Maintained computers and Point-of-Sale terminals in an up-to-date
and virus free condition. Enabled operations to continue in a
smooth, uninterrupted fashion.
. Developed a working relationship with various repair and
maintenance companies and services. Enabled quick and efficient
repair and upkeep of equipment and premises while obtaining optimum
pricing for services.
RESEARCHED/INVESTIGATED/DISCOVERED
. Learned the art and science of zymurgy and brewing beer through
self-study and hands-on experience. Facilitated business growth
and prosperity through advanced knowledge of beer styles, types,
and flavors.
PROFESSIONAL EXPERIENCE
Tax Return Preparer Self-employed, Moline, Illinois
2001 - Present
Tax Return Preparer B & C Income Tax (Manpower),
Davenport, Iowa 2010
Accountant Atwell Heating & Air
(Accountemps), Davenport, Iowa 2009 - 2010
General Manager Bent River Brewing Co., Moline,
Illinois 2004 - 2008
Office Manager Bent River Brewing Co.,
Moline, Illinois 2003 - 2004
Accountant Bent River Brewing Co.,
Moline, Illinois 2001 - 2003
Route Sales Representative J. B. Sanfilippo & Sons, Elk Grove
Village, Illinois 1998 - 2002
EDUCATION
Bachelor of Arts, Business Administration, Accounting Saint Ambrose
University, Davenport, Iowa
Associate of Arts, Accounting Blackhawk College, Moline, Illinois
309-***-**** (H)
1845 5th Street
Moline, Illinois 61265
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