Construction Management

TRICIA WALTHORN, CPA

***** ******* **** • Bath, Michigan 48808

abnntk@r.postjobfree.com • www.linkedin.com/in/triciawalthorn • cell 517-***-****

Outsourced Controller/CFO

Interim Controller/CFO • Strategic Planning • Special Projects

Accomplished CPA with experience serving both publicly traded and privately held companies on a contract

basis. Results oriented leader, with proven success operating as an outsourced solution for businesses who

desire accurate and meaningful financial statements, without the additional overhead of a full-time salaried

position. Proven track record of improving speed and efficiency of monthly financial reporting, and reducing

costs associated with year-end audits/reviews. Executes special projects on a variety of subject matters,

including those of a confidential nature. Excels in a dynamic and demanding environment, while remaining

focused on corporate goals and objectives.

Core Competencies

• Accounting Management • Product Margin Analysis • Regulatory Compliance

• Variance Analysis • Liquidation • Process Improvements

Analysis/Monitoring

• Budget/Forecasting • Corporate Goal Setting

• Cost Reduction Analysis

CAREER EXPERIENCE

INTERIM SOLUTIONS, LLCS, Lansing, Michigan 2004 – Present

Outsourced Controller/CFO

Experience serving a broad range of entities, including:

• Manufacturing (pharmaceutical, forging and machining)

• Construction (commercial and residential, general and subcontractors)

• Non-profit

Experience includes:

Conduct month-end/year-end close, and entity consolidation

Facilitate year-end, external financial statement audit and employee benefit plan audits

Communicate monthly financial results to shareholders, both foreign and domestic

Analyzed cash flow potential of new product lines

Assisted in forecasting and decisions regarding staffing levels

Prepare/review quarterly/annual payroll tax filings

Improved efficiency of fixed asset tracking/reporting of an entity with ten subsidiaries, allowing

for quicker and more accurate consolidations

Analyzed companies for liquidity and prepared liquidation budgets and forecasts for creditors

Managed SOX implementation

Designed, implemented and monitored a performance management system for shareholders/key

Continued…

TRICIA WALTHORN, CPA • Page 2

CAREER EXPERIENCE CONTINUED

managers

Lead shareholder groups in corporate goal setting and strategic planning

Assist CFOs and Controllers with specialized and confidential projects

PLANTE & MORAN, PLLC, East Lansing, Michigan 1998-2004

Associate, Assurance Department

Perform financial statement reporting and assurance services for clients primarily in the

construction, manufacturing and not-for-profit industries

Demonstrated excellent analytical, communication and interpersonal skills, evident by continued

success in establishing and maintaining relationships with key client contacts, as well as ability to

effectively manage and lead Plante & Moran staff

Tax preparation for C-Corporations, Subchapter S Corporations and not-for-profit organizations

Member of firm-wide training team responsible for organizing and providing internal technical

training to the construction practice

SOFTWARE EXPERIENCE

Microsoft Office applications

Timberline

Made 2 Manage

SAP

Peachtree

QuickBooks Pro

EDUCATION AND CREDENTIALS

Certified Public Accountant (CPA) • MICHIGAN

Bachelor of Arts, Accounting • MICHIGAN STATE UNIVERSITY East Lansing, Michigan (1998) Graduated

with High Honors

Leadership/Professional Associations

Michigan Association of Certified Public Accountants (MACPA) • Member

Construction Financial Managers Association (CFMA) • LANSING CHAPTER, Past Secretary

National Association of Women in Construction (NAWIC) • LANSING CHAPTER, Past Board Member

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