Management Accounting

Ken McConnell CPA CGMA

Director of Finance - Tulsa Opera, Inc

Tulsa, OK

***************@***.*** - 918-***-****

• Strong Financial Reporting and Month End Closing skills

• Strong Financial Statement Review and Analysis skills

• Solid Forecasting, Budgeting, and Consolidation experience

• Cash Management and Cash Forecasting experience

• Tax Planning and Strategy Experience (C-Corp, Pass Thru Entities, Individual, Not For Profits and Trusts)

• Accounting Software (Pro Systems, Microsoft Office Suite, Oracle, Great Plains, QuickBooks, MAS 90,

Business Works, Peachtree, Taxwise)

WORK EXPERIENCE

Director of Finance

Tulsa Opera, Inc - Tulsa, OK - January 2014 to Present

10 Direct Reports

• Manage the monthly financial reporting and accounting functions

• Manage bank and lending relationships and ensure all reporting requirements are met

• Manage internal control policies, guidelines, and procedures, federal and state policies and directives, and

current accounting standards

• Coordinate and lead the annual audit process with external auditors

• Prepare the monthly consolidated budget, and forecast

• Analyze the financial details of past, present, and expected operations to identify development opportunities

and areas where improvement is needed

• Communicate and present financial statements, budgets, and forecasts to the board of directors

Tax Accountant

Schusterman Family Interest - Tulsa, OK - February 2011 to December 2013

Prepare Federal and State Returns (C-Corp, S-Corp, Partnership, Trust, and Not For Profit Returns)

• Plan and developed Tax Strategy for Pass Thru Entities

• Tax Research

• Prepare Financial Statements for 5 Partnerships (Cash & Accrual Basis)

• Not For Profit Accounting Experience

• Prepare the Monthly Consolidated Budget, and Forecast for the Schusterman Family Foundation.

• Provide Financial Statement, Budgeting, and Cash Flow Variance Analysis

Legal, Property Management, Real Estate

Ken McConnell Accounting & Consulting - Tulsa, OK - January 2009 to January 2011

Client Services:

• Prepare Federal and State Returns (C-Corp, S-Corp, Partnership, Trust, and Individual Returns)

• Plan and developed Tax Strategy for Pass Thru Entities

• Tax Research

• Prepare Financial Statements

• Provided Budgeting and Cash Flow Planning

• Provided Financial Statement Analysis

• Performed Business Process Redesign Analysis

Controller

Coldwell Banker Select LLC - Tulsa, OK - May 2008 to December 2008

20 Direct Reports

19 Locations

• Gross Annual Revenues $ 42.5 million

• Manage the monthly financial reporting and month end close process.

• Prepare the monthly consolidated budget and forecast and present results to senior management

• Manage both Treasury and Payroll functions

Controller

Garrett Law Office P.C - Tulsa, OK - March 2005 to May 2008

12 Direct Reports

3 Locations

• Gross Annual Revenues $15.5 million

• Manage the monthly financial reporting and month end close process.

• Prepare the monthly consolidated budget and forecast and present results to senior management

• Manage both Treasury and Payroll function

Sr. Sox Consultant -Contracted through Acctknowledge

Alliance Resource Partners & Unit Corp - Tulsa, OK - April 2004 to March 2005

Perform internal audit reviews and document accounting processes and functions to ensure compliance with

Sarbanes-Oxley Section 404.

• Compile and present audit findings and recommendations to Senior Management.

Sr. Consultant

Deloitte Consulting LLP - Tulsa, OK - October 2000 to April 2004

Industries Served: Legal, Real Estate, Restaurant Franchises

Clients: Akin Gump, American Express, AFC-Churches, Popeyes, Cinnabon, Diebold

Client Services:

• Prepared the monthly consolidated actual and forecast package for presentation to senior management

• Performed extensive acquisition and pricing strategy analysis for senior management.

• Performed accounting software implementations for clients

• Performed business process redesign analysis for clients

Trading Analyst - Contracted through Acctknowledge

Citgo Petroleum - Tulsa, OK - January 1999 to October 2000

Prepared and distributed daily management report to inform traders of current positions and P&L changes.

• Provided support to traders as it relates to their specific portfolios

Financial Analyst

Chrysler-Dollar Thrifty Automotive Group - Tulsa, OK - June 1993 to December 1998

Assisted in preparation of 10-Q and 10-K reports and upload into Edgar

• Prepared the monthly Dollar and Thrifty Rent A Car consolidated profit forecast for presentation to senior

management.

• Prepared corporate operating statistics for both Dollar and Thrifty.

• Prepared monthly Dollar and Thrifty Rent A Car consolidated capital forecast.

EDUCATION

M.B.A. in Finance

University of Phoenix-Tulsa - Tulsa, OK

2002

B.A. in Economics

Oklahoma State University-Stillwater - Stillwater, OK

1991

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