Management Accounting

Gerald Wilk,Jr.

Email: *********@********.***

Address: **** ** ****** ******* *****

City: Hillsboro

State: OR

Zip: 97124

Country: USA

Phone: 360-***-****

Skill Level: Experienced

Salary Range: 60

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

GERALD S. WILK, JR., MBA

5841 NE Orenco Gardens Drive a Hillsboro, OR 97124

*********@********.*** a 360-***-****

ACCOUNTING AND FINANCE POSITIONS

Analytical and vigilant accounting professional with experience supporting corporate financial objectives.

Leverage diverse and in-depth knowledge of financial management functions including treasury,

accounting, and investor activities to align activities across departments and corporate levels.

Demonstrated record of success streamlining procedures to improve accuracy, minimize inefficiencies,

and eliminate avoidable expenditures. History of supporting executives in budget preparation, forecasting,

and financial statement preparation.

Financial Management Strengths

a Corporate Treasury / Accounting a A/R & A/P Management

a Forecasting & Budget Preparation a Due Diligence Documentation

a Process Analysis / Cost Control a Purchasing Oversight

CAREER EXPERIENCE

SHILO INNS, CORPORATE OFFICE, Portland, OR, 2003 a Present

Treasury Management Specialist / Accountant

Assistant to CEO / CFO

Promoted from staff accountant role to perform a range of financial management and accounting

functions in this multifaceted role

Key Contributions as Treasury Management Specialist:

a Played a key role in the successful sale of 3 properties totaling more than $12.5M.

a Assist the Treasurer with planning and forecasting daily cash needs, balancing the daily cash

reports, verifying accuracy of deposits, and in charge of making transfers and transmitting wire

transactions using Wells Fargo Online Banking System.

a Responsible for reconciling $7M Accounts Payable account and for reconciling and tracking Video

Poker activity for 7 restaurants which generate over $100,000/month worth of revenue.

a Assist the CEO / CFO to generate proformas for 40 hotels and create equity schedules for $300M

hotel portfolio.

Key Contributions as Staff Accountant:

a Created Excel spreadsheets to calculate franchise and management fees and manager bonuses.

a Successfully researched and resolved reoccurring penalties issued by the California Franchise Tax

Board by recognizing a failure to send payments in advance, ultimately saving thousands of dollars.

a Two-time recipient of the Employee of the Month award.

a Performed various balance sheet account reconciliations, prepared and posted general ledger

entries to AS400 accounting system and assisted in financial statement preparation.

continued...

GERALD S. WILK, JR. a PAGE 2

CHRISTIAN SUPPLY, Portland, OR, 1999 a 2003

Project Accountant / Cash Analyst

Provided diverse accounting services for one of Americaas former largest specialty book and supply

retailers. Executed project-specific accounting functions, including updating reconciliations for more than

20 stores throughout Oregon. Managed cash concerns; partnered with store managers and bank

representatives to resolve cash discrepancies. Oversaw daily reconciliation of gift certificates, as well as

cash, check, and credit reports, and prepared budgets.

Key Contributions:

a Recognized for Excel knowledge, allowing company to capitalize on personal insights to implement

more efficient processes and improving overall accuracy.

a Maintained exceptional record of accuracy and thoroughness, successfully identifying large

discrepancies and missing deposits, significantly reducing opportunity for theft.

SUNDANCE HOME SALES / NORTHWEST TEMPORARY SERVICES, Portland, OR, 1996 a 1999

General Ledger Accountant

Supported Controller by preparing financial statements, reconciling balances sheet accounts, preparing

bi-monthly payroll, and maintaining accounts payable and accounts receivable functions. Managed

general ledger and ensuring audit-ready documentation.

Key Contribution:

a Recipient of Northwest Temporary Services Contract Employee of the Month Award.

EDUCATION

WILLAMETTE UNIVERSITY, Portland, OR, Master of Business Administration, 2011, 3.67 GPA

UNIVERSITY OF OREGON, Eugene, OR, Bachelor of Science, Accounting

LEADERSHIP/TECHNICAL EXPERIENCE

PORTLAND KITCHEN, LLC, Portland, OR, 2011 - Present

Treasurer / Secretary (Part-time)

a Assist Executive Director/President and Vice President with launching non-profit program by 2012,

which is aimed at teaching disadvantaged children how to cook healthy meals for themselves.

a Disburse corporation funds as directed by board of directors and help prepare budgets.

a Keep and maintain adequate and correct accounts of the corporationas properties and business

transactions, including accounts of assets, liabilities, receipts, disbursements, gains and losses.

a Prepare meeting minutes and responsible for keeping bylaws current.

NEW GENERATIONS ROTARY CLUB MEMBER,

a Participate in service projects in the Portland Area.

COMPUTER SKILLS: Word, Advanced Excel, PowerPoint, Access, Outlook, Crystal, AS400, JD

Edwards, and ProTerm, Internet Explorer, Turbo Tax, QuickBooks, Quicken, Minitab.

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