Manager Management

Professional Summary

Over ** years combined experience as a Controller/Accounting Manager in the retail industry and service industry. Continuously upgrade skills and knowledge receiving MBA in 2011 and Masters’ in Accounting and Financial Analysis (MAFA) in 2014.

Core Competencies

Excel knowledge (advance level)

Customer trend analysis

Financial analysis

HR knowledge establishing accountability through development of functional job descriptions

Pricing model development

Functional operating budget with capital budgeting timelines

Knowledge of Warehouse Management System (WMS) software (WM9/WM10/RAMP)

Mentor CSRs and Office Managers to develop strategic thinking

Inventory control

Employment History

June 6, 2005 to present

Controller/Office Manager

American Cold Storage-Tulsa, LP, Tulsa, Oklahoma

September, 2012 to February 2013

Adjunct Professor of Accounting

National American University

Tulsa, Oklahoma

March, 2003 to May, 2005

Self Employed-consultant

Your Home Office Services, Tulsa, Oklahoma

August, 1978 to August, 2002

Controller/Office Manager

Carpet City, Tulsa, Oklahoma (no longer in business)

Professional Accomplishments

Controller for American Cold Storage

Create and review monthly financial statements. Analyze variances and identify trends.

Support management goals by creating and providing monthly Contribution Margin format financial statement.

Continually reviewing ways to improve data presentation to operations management such as labor trends and efficiencies so that this information can assist them in improving productivity.

Review areas of potential tax credits. Such review resulted in tax refunds of over $150,000 in the last three years.

Member of risk management team whose objectives are to ensure operations and facilities are operating safely and in compliance with government regulations.

Member of management team responsible for evaluating benefits of Co-Employer partnership with third party leasing company. Evaluated absolute monetary costs, risk exposure benefits, improved healthcare options, etc. Justify recommendations by by assigning quantitive values to various risk exposures as well as benefits gained to arrive at cost/benefit monetary equivalents for risks/benefits which could then be included with known costs.

Established and implemented methods of review for all commercial insurance policies which include industry specific policies such as Warehouse Legal Liability coverage to insure all replacement values were accurate and coverage limits appropriate, deductibles were appropriate for each policy, and insurable risk exposures were in line with owners risk tolerance. Saved company over $200,000 in first year of handling commercial insurance policies renewal.

Created operational productivity reports that provided operations managers the information needed to evaluate their facilities productivity and costs.

Member of the transition team that introduced and assisted in training of employees through three warehouse management software changes.

Created operations processing procedures for CSRs and Office Managers to assist training and support the processors.

Management team member implementing RF, bar coding, EDI processing required to ensure traceability or all products shipped.

Adjunct Professor of Accounting-National American University

Subjects: Principles of Accounting I and II

Prepared lectures, Power Points, etc.

Owner of “Your Home Office Services”

Small business consulting offering financial accounting services as well as business plan development.

Controller/Office Manager for Carpet City

Grew with company starting from one location to as many as eight locations over a 24 year period.

Prepared financial statements with analysis.

Established and prepared analysis of product trends to assist in developing and implementing product/price strategies to target consumers in all price point areas and maximize inventory rotation.

Hired, trained, and supervised administrative support staff which included accounts payable, receivables clerks, three inventory control people, and sales assistance clerks at remote locations.

Developed annual advertising plan and solicited coop advertising support from suppliers/manufacturers.

Supported outside auditor requests for information involving annual accounting audit.

Education

December 13, 2014

May 11, 2011

December 22, 1986

Masters of Accounting & Financial Analysis (MAFA)

Masters’ of Business Administration

MBA

Bachelors-Business Administration; Major: Accounting (BSBA)

Northeastern State University, Broken Arrow, Oklahoma

University of Phoenix, Tulsa, Oklahoma

University of Tulsa, Tulsa, Oklahoma

Contact this candidate