Accounting Process Improvement

MICHELLE FALKSTEIN

***** **********, *** *******, ***** 78231

Cell: 210-***-****

*****************@*****.***

SUMMARY

Financial Accountant with 10+ years of experience, specializing in financial planning, valuation, reporting and

analysis in both private and public sectors. Experience in forensic accounting and litigation. Preparing to sit for

CPA exams in 2014

HIGHLIGHTS

Valuation specialist Business process improvement

Forecasting and planning Advanced problem solving abilities

Financial modeling PeopleSoft expert

Cost Benefit Analysis (CBAs) Bookkeeping

Budgeting MS Office Suite

Variance analysis QuickBooks

Budget analysis

ACCOM PL I SHM ENTS

Investigated cash flow discrepancies, uncovered $1.5 million in duplicate billings from IT system error.

Resolved and improved billing process and recommended controls to prevent from reoccurring.

Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued

expenses and reconciliation of accounts.

Converted multiple companies accounting systems to Quickbooks and straightened out the books from past

accounting errors.

Changed cash based accounting to accrual based accounting

Prepared monthly deck report to inform equity investors of organizations performance.

Cost analysis which allowed a division chief to hire three faculty/clinicians

Profitability analysis for budgeting purposes

Break even analysis for current operations and proposed expansion.

Streamlined physical therapy room to shorten time patients are in the facility.

Valuation which gave client the confidence to acquire an downstream business.

Increased profitabi lity through elimination of branches which were losing money

Reassigned employees to functions which best matched their skill sets

Evaluated marketing approach with recommendations to Board

Increased return on deposits by adding more risk to portfolio.

EXPERIENCE

L M F VAL UATI ON & CONSUL TI NG, L L C

San Antonio, T X

A ccount i ng and Fi nance Consul t ant

08/2003 to Current

Cl i ent s

Scooter Store

Alamo Federal Credit Union

Art From the Streets

ErgoWellness Physical Therapy

Wolfe Creek Lumber

Carters Tires

Hurricane Harry's

CPA's and Attorneys in San Antonio, Austin, Dallas, Houston, McCallen (usually confidential in nature)

UNI VERSI TY OF PHOENI X

San Antonio, T X

I nstr uctor

01/2010 to Current

Teach accounting and finance classes at both the undergraduate and graduate levels.

EDUCATI ON

M ASTER OF BUSI NESS ADM I NI STRATI ON: FINANCE

2002

St. Edwar d' s Univer sity, Austin, Texas

BACHEL OR OF BUSI NESS ADM I NI STRATI ON

2000

St. Edwar d' s Univer sity, Austin, Texas

M ASTER OF ACCOUNTI NG PROGRAM

Univer sity of Texas, San Antonio, Texas

18 hours of upper level accounting

ACCOUNTING

Uni ver si t y of Phoeni x, San Antonio, Texas

Forensic Accounting and Financial Reporting (6hrs) Graduate Classes

PROFESSI ONAL AFFI L I ATI ONS

Methodology NACVA, successful completion of course and exam

Specialized Education: Expert Witness Boot Camp

NACVA Designations Certified Valuation Analyst (CVA)

National Association of Certified Valuation Analysts Master Analyst Financial Forensics (MAFF)

Pr esent at i ons 2011

Fraud Primer" NACVA Texas State Chapter meeting

Building Value in a Financial Advisory Practice" Money Concepts Conference

Sof t war e

HCM People Soft

Hyperion

Data Warehouse Info View

CMS Knowledge Center

Sharepoint

Adaptive Planning

MS Excel Advanced

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