ADVANCED
ANALYST - COST
SPECIALIST
HAWAII WORK - GOVERNMENT CONTRACTS
(SENSITIVE
INFORMATION)
MEMBER AGA
MANAGEMENT
CONSULTANT -
INDEPENDENT CONTRACTOR
Ewa Beach,
HI
SPECIALIST FOR
NON-PROFITS AND THEIR AUDITORS ~ INDIRECT
COST RATES ~ COST ACCOUNTING SYSTEMS ~
FEDERAL AGENCY LIAISONS
INDIRECT COST RATE
CALCULATIONS ~ COST ACCOUNTING SYSTEM
DESIGNS IN ACCORDANCE WITH FEDERAL COST PRINCIPLES
~ GRANT AND FUNDING PROPOSALS ~ ANNUAL
BUDGETS AND COST CONTROLS
DOD AND FEDERAL
COST ACCOUNTING WORK ~ AUDITS PER DCAA
(DEFENSE CONTRACT AUDIT AGENCY) ~ JOB
COSTING ~ FEDERAL PROPOSALS AND ANNUAL
BUDGET PREPARATION
ADVANCED ANALYST FOR
COMPLEX COST ISSUES ~ CONSULTANT AND
INSTRUCTOR FOR CPA FIRMS
SPECIALIST ~
WRITTEN INTERNAL CONTROLS PER SOX ~ ADVANCED
EXCEL MODELS DESIGNED AND TAILORED TO MEET SPECIFIC
CLIENTS NEEDS
ON-CALL SERVICES FOR
CFO AND UPPER MANAGEMENT functions
RESOURCES
CONNECTION
2003
Associate (on call) -
providing experienced and
high-caliber accounting, finance AND internal audit SERVICES
Honolulu,
HI
OLI
Air Force / Naval Research Contractor
1996-1999
Environmental, Ocean, and Research Engineer
Hono, Maui-Haleakala, Kauai-PMFR
PACOPS WORK TYPES
FEDERAL,
STATE, CITY/COUNTY, PRIVATE
MANAGER OF
ACCOUNTING,
FEDERAL CONTRACTS, ADMINISTRATION, HR
HANDS ON
DoD, FAR, DCAA, NCMA, AF, ONR, SBIR, NSF
RAYTHEON SERVICES
Defense
Nuclear Agency (DNA) M&O Contract
NEVADA (RSN)
Dept
of Energy (DOE) Programs - PACOPS
1991-1996
JohnstonAtoll,
Marshall Islands,
Mt.Haleakala
WORK FOR SENIOR MGMT
TEAM LEADER
- COMPLEX ENVIRO COMPLIANCE & COST REPORT
MID-MANAGER FOR
FINANCE,
BUDGET AND COST DEPARTMENTS
REPORTS PREPARED
ALL DIV
FINANCIALS - CONTROLLER OF GL - CONSOLIDATIONS
PRESENTATIONS TO
SR OFFICERS
+ DIRECTORS OF AIR FORCE & ENERGY DEPTS
TECHNICAL WRITER
DIVISION
FINANCE MANUALS - DESK PROCEDURES - INTERNAL CONTROLS
FINANCE MANAGEMENT
ACTING
FINANCE MANAGER, DEPUTY
REVIEW & AUDIT
DIVISION
PROGRAMS - CLEANUP & MISSILE TEST COSTS, INVENTORY, FAC
ENVIRONMENTAL
CHEMICAL/WEAPONS
DISPOSAL PER CFR'S
COMPUTERS/LANS/WANS
SOPHISTICATED
HANDS-ON / TEACHER OF ACCOUNTING SYSTEMS
COOPERATIVE NATIONAL
National
Parks
Service,
US Dept of the Interior
PARKS STUDIES UNIT
(CPSU)
University of
Hawaii, Dept of Botany
UNIVERSITY OF
HAWAII - 1991
Federal,
State, University Work
ADMINISTRATION
TEMPORARY
ASSIGNMENT FOR DR. CLIFFORD SMITH, DIRECTOR
FEDERAL & STATE
CONTRACT
COMPLIANCE;
PO'S; WO'S
MAINLAND WORK
QUANTUM, INC.
National Manufacturer / Distributor
1982-1989
Natural Health Care Products
Eugene,
Oregon
FOUNDER
BOD
/ MAJOR SHAREHOLDER / CFO / DESIGNED ALL OPS & ACCT SYS
BUSINESS SIZE
SALES
3.5M IN 5 YEARS / 4,200 CLIENTS / 2,000 INVENTORY
RETIRED
SALARY
50K
ACCOUNTING /
Professional Services
BUSINESS MANAGEMENT /
Accounting and Management Systems
CONSULTANT
Eugene,
Oregon
1982-1991
CLIENT TYPES
>
300 DIVERSIFIED / CORPS / PARTNERSHIPS / INDIV / NON-PROFITS
SYSTEMS DESIGNS
ACCTG
/ BUSINESS / CASH MANAGEMENT / TAX / ESTATE / COMPUTER
SPECIALTY
INTERNAL
CONTROLS DESIGNS + INSTRUCTION
RATES
$50/HR
THE
OREGON
Major Regional Non-Profit Corporation
COUNTRY FAIR
Public Event - 100,000 Attendees
12/82-12/88
Eugene,
Oregon
REGIONAL EVENT
MAJOR
ENTERTAINMENT / ARTS EVENT / 500 BOOTHS / 100K PERSONS
OFFICER
BOD
/ EXECUTIVE BUDGET DIRECTOR / OPS MGMT
OPS MGMT
30+
CASH HANDLERS / 25 CREWS / 700 STAFF
CREW SUPV
ADMISSIONS
/ COMMUNICATIONS / FIRE / ENTERTAINMENT / TRAFFIC
CONCERT MGMT
11
STAGES; BACKSTAGE & CASH; GRATEUL DEAD & WINDAM HILL
OTHER WORK HISTORY
* LEE, ALLEN, FARLEY, CPA'S (MEDICAL),
OREGON 1978 - 1983
* ARCHITECTURAL DESIGN ASSOCIATES (SCHOOLS,
CITY/COUNTRY/STATE BLDGS),
FLORIDA 1973 - 1976
* NON-PROFIT OFFICER 1983 - 1989
* CONCERTS AND EVENTS CASH AND MANAGEMENT CONTROL
* BUDD, SISLER, CPA'S (GENERAL)
FLORIDA 1976-1977
* FULL SERVICE BOOKKEEPER TO 100 DIVERSIFIED CLIENTS
FLORIDA 1974 - 1978
UNIVERSITY
OF
FLORIDA; EXECUTIVE
ADMINISTRATION; DEPT OF ACCOUNTING 1973 - 1974
* PACIFIC GAS AND ELECTRIC, CITY OF
SAN FRANCISCO 1968
EDUCATION
CERTIFIED PUBLIC ACCOUNTANT
(CPA) EXAM
5/84
PASSED
ALL SECTIONS = CPA CANDIDATE
EUGENE,
OREGON
UNIVERSITY OF
OREGON
9/79-6/82
BACHELOR SCIENCE GPA 3.53
EUGENE,
OREGON
DEPT OF ACCOUNTING / MANAGEMENT
LANECOMMUNITY COLLEGE
9/78-7/79
ASSOCIATE ARTS - BUSINESS GPA 3.53
EUGENE,
OREGON
UNIVERSITY OF
FLORIDA
1/74-3/74
UNDERGRADUATE GPA 3.95
GAINESVILLE,
FLORIDA
FLORIDAJUNIOR COLLEGE
1/72-3/72
UNDERGRADUATE GPA 3.86
JACKSONVILLE,
FLORIDA
HONORS
AND SPECIAL STUDIES
US AIR FORCE LETTER OF
COMMENDATION - JUNE '98
US DEPT OF ENERGY PAC OPS DIV - OPERATIONAL MANAGEMENT - FIRST PLACE
US DEPT OF ENERGY - PAC OPS DIV - SITUATIONAL LEADERSHIP MANAGEMENT - FIRST
PLACE
US DEPT OF ENERGY - PAC OPS DIV - TOTAL QUALITY MANAGEMENT (TQM) - MIDDLE
MANAGER
US DEPT OF ENERGY - PAC OPS DIV - MANAGING MULTIPLE PROJECTS; WRITING
POLICIES
DEAN'S LIST - FLORIDA JUNIOR COLLEGE
HONOR GRADUATE; EDITOR NEWSPAPER - ORANGE PARK HIGH SCHOOL - FLA
EWA BEACH ELEMENTARY - PRESIDENT EISENHOWER'S PENNIES FOR PEACE
PUBLIC + CHARITABLE ACTIVITIES
VOLUNTEER - HAWAII FOOD BANK
VOLUNTEER OPS MANAGER - OREGON COUNTRY FAIR - 700 VOLUNTEERS
NON-PROFIT EVENT OFFICER - TREASURER - OREGON COUNTRY FAIR
EVENT - COMMUNICATIONS/SECURITY OFFICER - CITY OF EUGENE CELEBRATION
EVENT - COMMUNICATIONS/SECURITY OFFICER - GRATEFUL DEAD CONCERTS
INTERNATIONAL "SPONSOR CHILD" PARENT
STATE OF FLORIDA - NOTARY
STATE OF FLORIDA - BROWNIE TROOP LEADER
REFERENCES
UPON REQUEST