Accounting Sales

PENNY RATERMAN

*** ********** ***, ********, ** *2919

503-***-****, Email *******@*****.***

PROFESSIONAL EXPERIENCE

Contract Controller/Consultant – 12/2010 – present

Scope of consulting:

o Existing businesses – identify and recommend areas for streamlining and efficiencies in

processes, internal controls and systems management. Create procedural documents as well as

training documents for new efficient processes. Assist in system conversions and business

reorganization. Assist in Month end/Yearend close, Yearend tax preparation, GL reconciliation

and analysis, financial statement preparation and analysis, Asset management, cash flow,

budgeting and forecasting, Inventory management and cost accounting, banking relations,

vendor relations and credit & collections.

o New businesses - Set up and train new business owners/employees their accounting systems.

Assist and train them with their daily/monthly accounting processes and procedures which

includes cash management (including credit card processing and accounting of), accounts

payable, accounts receivable, inventory management, asset management, bank reconciliations,

cost accounting as well as their month end journal entries and financial statement preparation.

Assist in systems maintenance. Assist in creating and writing their procedures.

Clients include:

• Touchstone Crystal a division of Swarovski North America Limited

Licensed Boutiques a division of Swarovski North America Limited

•

Chamilia a division of Swarovski North America Limited

•

• PW Enterprises LLC

Controller/CFO – Sunstone Circuits LLC, Mulino OR3 - /2008 – 1/2011

Responsibilities include all cash management, cash projections, cost accounting, month end financial

reviews with each department, Balance sheet preparation and analysis, quarterly financial reporting to

banks and lenders, annual budget preparation, assist with yearend tax preparations with CPA. Continually

involved in special projects such as improving the CRM system and new product development. Manage

a staff of four.

Accomplishments

Created a more effective chart of accounts. Created a new budgeting method for each department with

monthly reviews. Reorganized the office duties aligning like duties thus streamlining each position to be

more efficient. Automated the credit card cash receipts posting by importing the transactions directly

into the accounting system to be posted. Implemented a new purchase order system within the

accounting software. Created a central corporate filing system process, file retention program and asset

tracking system.

Controller for two companies - BPM Development (property mgt company) & Star Park (parking

mgt company), Portland OR - 2005 – 2008

Oversee financial reporting for five properties, thirty four parking lots/garages, four investment

companies, one partnership and one development company (all in the same office with the same

ownership). Managed a staff of seventeen people and seven departments. Responsibilities include all

cash management, cash projections, month end P & L and Balance sheet reviews, quarterly roll up of all

companies’ financial reports, budgeting, retirement accounting, year end taxes and several special

projects. Help write leasing contracts for the parking lots/garages. Develop reporting methods for each

contract.

Accomplishments

Revamped the chart of accounts for all the companies’ account structure to look the same for ease of

producing the company’s consolidated financials. Converted all the companies from the cash method to

the accrual method. Streamlined and made each positions more efficient thus eliminating the need for

two or three people in the same department. Created a central corporate filing system.

Self employed as a Contract Controller, Portland OR -1995-2005 (side business)

Set up new company’s books and trained them on how to maintain their records. For existing companies

I evaluated existing processes, wrote and implemented more efficient processes and procedures for cash

handling and reconciliations, accounts payable, accounts receivable, inventory management, payroll, cost

accounting and month end closing of books and financial statement preparation.

Accomplishments

Successfully did an accounting software conversion accounting methods (cash to accrual) for a company

that has seven entities and sets of books. With in the same company I reorganized and streamlined their

accounts receivable position cutting the processing time in half.

Senior Accountant, Carson Oil Company, Portland OR - 2000 – 2003

Position eliminated due to downsizing

Financial analysis, general ledger account reconciliation, month end/yearend journal entries, cost

accounting, prepare for yearend audit.

Supervision of accounts receivable, accounts payable, and fuel invoicing departments

Reconcile customer and vender accounts, manage A/P and A/R aging reports

Assist in Interviewing, hiring, and training of new employees.

Cost accounting – FIFO cost of sales, inventory management, Job Costing

EFT and Wire transfers, daily banking

Accomplishments

Played a key role in converting the financial accounting software to Mas90/200. Wrote, implemented

and trained the staff on the new processes for sales order, bill of lading, invoicing, accounts receivable,

accounts payables and cash posting in Mas90/200

Controller, Bodell Precision Mfg., Portland OR -1998 – 2000

Company went out of business

Responsible for Accounts Receivable, Accounts Payable, Payroll, Human Resources, Customer and

vendor account reconciliation, General ledger reconciliation, bank reconciliation, cost accounting,

evaluation and streamlining of processes, Cash deposits, Daily cash postings, Month end/yearend journal

entries, financial statement analysis and preparation, audit preparation.

Accomplishments

Rebuilt six months of financial records after the crash of the server and the backed up unknowingly had

not been working for 6 months.

Controller, Pacific Coast Seafood Co, Warrenton OR - 1995 – 1998

My family relocated to Portland

Responsible for all financial and administrative operations, including cash management, financial

statements, internal controls and financial presentations. Implement strategies and action plans of the

multi-divisional company. Prepare annual budgets, financial statements, journal entries, fixed assets and

depreciation schedules. Maintained consolidated accounts receivable, and cost center accounting,

negotiated contracts, prepared and maintained customer notes. Maintained the daily consolidated

banking for the five processing divisions. Maintained the LOC’s from the parent company to each of the

processing companies. Cost accounting – FIFO cost of sales, inventory management, Job Costing, cost

accounting. Labor analysis. Supervision of six people - P/R, H/R, A/P, consolidated A/R and reception

departments. Interviewing, hiring, and training of new employees, conduct annual reviews. Purchasing

and training of computers, computer applications and office equipment.

Accomplishments

Played a key role in converting the financial accounting software for four divisions to Mas90. Trained

all departments on the Mas90 modules.

Reconciled A/P and A/R aging reports with the GL account and maintained all the other balance sheet

accounts with supporting documents, which hadn’t been done in two years.

Wrote, implemented and trained the processes for Accounts Receivable, Accounts Payables and cash

posting for Mas90 program.

EDUCATION

Master’s in Business Administration

American Intercontinental University, Hoffman Estates, IL

February 2004

Bachelors in Business Administration

University of Phoenix, Clackamas

January 2002

Associates in Accounting

Clatsop Community College, Astoria, OR

March 1991

Computers/Computer Applications

IBM, IBM Compatible, Macintosh and Hewlett Packard Main Frame.

Great Plains/Dynamics, Mas90/200, MS Office suite 2003 & 2007, Vista, AccPac, Peachtree, Quick

Books Pro, Cognos, Works, Word, PowerPoint, Excel, Access, Lotus, Email, and Internet.

Continuing Business and Management Education

New Vision for Supervision, The Pursuit of Excellence, The Wall, The Advancement of Excellence, How to Manage

Successfully, Total Quality Management, Communicating with Diplomacy and Tact, State Budget Laws and

Regulations, How to Develop and Administer a Budget, Financial Aid Reporting and Administration Regulations.

References

Dan Benefiel 503-***-****

Tammy Kimball 503-***-****

Deward Akers 602-***-****

Debbee Whitney 503-***-****

Audrey McMorrow 401-***-****

Debbee Holmes 401-***-****

Jim Fox 401-***-****

Roger Laflamme 401-***-****

Beth Connors 401-***-****

Contact this candidate