Project Manager Customer Service

Donald Bartz

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

Address: **** ****** *****, #****

City: Irving

State: TX

Zip: 75038

Country: USA

Phone: 469-***-****

Skill Level: Director

Salary Range: $200,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Donald Bartz, CPA

1174 Hidden Ridge #2404, Irving, TX 75038

Mobile: 469-***-****

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

High energy audit executive with demonstrated strategic and operational financial leadership skills

Career Goal

Executive audit position reporting to senior management focused on improving organizational performance through critical analysis, process evaluation, collaboration, and engaging technology solutions.

Professional skills

Progressive accounting and auditing experience primarily in manufacturing related industries

Proven evaluator of business processes using LEAN to eliminate waste, improve productivity and increase assurance

Extensive knowledge of US GAAP, COSO, SEC, IASB, FCPA and Sarbanes Oxley Act

Decisive leader with collaborative management style promoting professional value oriented action environment

Exceptional oral presentation skills communicating initiatives, expectations and best practices to ensure alignment across multiple cross-functional teams

Proven ability to mentor staff and enhancing employee engagement and team capabilities focusing on customer service

Effective project manager for change management

Demonstrated success in developing relationships with operations management and selling business concepts to executive leadership teams

Creative innovative problem solver

Clear and concise business writer for communicating complex concepts

Career Achievements

Director Corporate Audit Services Controls Group August 2005 to Present

Flowserve Corporation

Global manufacturer of industrial pumps and valves having 120 operating locations and 40 different ERP systems with annual revenue of $4.5 billion

Key functions:

Created and communicated assessment plan, budget, status and results to Audit Committee, Executive SOX Steering Committee and 12 Platform/Sector Executive Teams.

Directed global team of 12 professionals and 45 guest auditors responsible for the annual assessment of internal controls over financial reporting under the Sarbanes Oxley Act of 2002.

Reported assessment findings and issues in monthly global accounting teleconferences.

Major Achievements included:

Eliminated 26 material weaknesses.

Created and deployed web-based global application to document all control activities, communicate control risks, evidence recertification, promote test plan standardization and provide real time reporting through dashboards.

Reduced external audit fees by 27% by expanding external audit support responsibilities and reduced cost center expense by 22% from 2006 through enhanced risk assessment and technology improvements.

Deployed Microsoft SharePoint to enhance team efficiency and effectiveness, to create a virtual global organization of SOX coordinators and to improve collaboration with external auditors.

Designed and executed business acquisition due diligence procedures.

Created comprehensive automated risk assessment including qualitative and quantitative factors.

Created site controls manual outlining expected control activities and associated financial risks

Created training videos communicating control expectations and best practices on transaction processing.

Speaker at MarcusEvans compliance conference

Steering Committee member on Flowserve Enterprise Risk Assessment and Oracle iExpense projects

Assurance Senior Manager October 2003 to August 2005

BDO

International professional services firm providing assurance, tax, financial advisory and consulting services.

Key functions:

Plan and supervise financial statement audits of domestic and international clients.

Mentor audit staff

Major Achievements included:

Co-created Sarbanes Oxley audit framework for $9 billion retail operation

Achieved superior realization on engagements through identification and reliance on internal controls to reduce substantive procedures

Identified revenue recognition, equity accounting and tax provision errors resulting in the restatement of two previously audited financial statements issued by another public accounting firm

Controller August 2002 to September 2003

Carrington Laboratories, Inc.

Public biopharmaceutical company engaged in research and development of naturally derived complex carbohydrates used in wound treatment and vaccine delivery.

Key functions:

Supervised accounting department responsible for all accounting processes and financial reporting including SEC filings

Coordinated audit with external auditors

Major Achievements included:

Redesigned close procedures and processes to improve efficiency and reduce monthly close cycle

Supervised finance due diligence procedures in connection with business acquisition

Streamlined product cost analysis for contract manufacturing services

Assurance Senior Manager November 1990 to July 2001

Ernst & Young

Global professional services firm with annual US revenue of $22 billion.

Key functions:

Planned and executed financial statement audits of Fortune 500 companies and related SEC filings including IPOs

Major Achievements included:

Achieved superior realization by evaluating internal controls to reduce substantive audit procedures.

Directed overall coordination of French German joint venture aerospace manufacturer

Performed financial statement audit and Form S-1 procedures for $2 billion retail IPO

Supervised due diligence valuation and pricing analysis on business acquisitions

Coordinated financial benchmarks and best practices for manufacturers in Southwest Area

Assurance Manager August 1984 to November 1990

Laventhol & Horwath International

International public accounting firm

Key functions:

Planned and supervised financial statement audits primarily in real estate and hospitality industries

Major Achievements included:

Supervised local teams to secure financial records and reconcile account balances in connection with FSLIC and FDIC takeovers of insolvent savings and loan institutions

Created three national continuing professional education courses

Group Supervisor August 1982 to August 1984

Computer Business Services

Accounting compilation and tax service company

Key functions:

Supervised accounting group responsible for processing monthly accounting transactions and payroll filings

Major Achievements included:

Designed accounting processes for small and medium sized companies

Led internal process improvement team to enhance productivity through flash metrics

Education and Affiliations

Education Bachelor of Business Administration Accounting 1982 Iowa State University

Affiliations

American Institute of Certified Public Accountants

Texas Society of Certified Public Accountants

DFW SharePoint User Group

Boy Scouts of America

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