Accounting Assistant

BRIAN W. ROSE

**** ******* **** **. ******: 813-***-****

Valrico, FL 33596 E-mail: *********@*****.***

OBJECTIVE

With more than 35 years of experience developing and tailoring business reporting systems to meet specific management needs and increasing departmental productivity and efficiency through information technology, I seek continued professional growth with a company that is committed to advancing accounting methods and boosting profitability.

EXPERIENCE

2011-15 Assistant Vice President Citi Bank, Tampa FL.

1.5 Years with FRO Closing:

Testing new PeopleSoft GL based upon the department’s needs.

Communicate the department’s requirements to the implementation team.

Convert department’s current work papers and processes to the new account format.

Develop and modify Business Object reports to supply required ledger data.

Train team members on the use of the new PeopleSoft General Ledger.

1 Year with REG Reporting:

Updating and improving support access databases and processes to use the new GL format.

Develop and modify Business Object reports to supply required ledger data.

Train team members on the use of the new General Ledger.

Developed method to supply customer information to the federal auditor for the first time.

Support the team as needed.

2 Years with Global Full Suite Implementation:

Preform and document tests for the weekly releases of new programing code to validate that the changes did not damage any existing functions and preforms as designed.

Attend programmers and testers meeting with US and off shore teams.

Train users on the use of the new functions as they become available.

Supply input for improving the processes

Write procedures for new functions as they come on line.

Act as the PeopleSoft resource for the product processor conversion team.

Monitor daily processes in the test environments.

Support the team as needed.

2004-09 Assistant Controller Ring Power Corporation, St. Augustine FL

Named Assistant Controller of largest U.S. Caterpillar dealership following corporate merger of Ringhaver Equipment Co. and Ring Power Corporation

Developed automated Vendor Statement reconciliations for major high volume accounts

Implemented ad-hoc reporting system using Microsoft Access and Cognos Impromptu to supply data not available directly from existing system

Supervised staff of 9 direct reports (2 professional and 7 clerical personnel) including training and professional improvement

Responsible for Inventory, Accounts Payable, Imaging, Payroll; shared responsibility for General Ledger

oDeveloped account reconciliation methods within the General Ledger

oImproved and expanded the recording systems as needed

oAdministered and managed corporate credit card usage

oManaged internal electronic fuel system and fuel purchase card usage

oOversaw sales tax compliance in seven states and 44 Florida counties

Served as liaison to assist all departments with systems, procedures and PC applications

BRIAN W. ROSE Page 2

2000-04 Controller Ringhaver Equipment Co., Riverview FL

1986-00 Assistant Controller

Served as Accounting Representative for both companies during the acquisition of Rozier Machinery and transition to Ringhaver Equipment

Assumed additional duties of other assistant controller (A/P, Taxes, Payroll)

Supervised accounting staff of 3 professional and 7 clerical personnel

Implemented and trained accounting personnel to use parent company General Ledger, Inventory, Accounts Payable and Payroll systems

Spearheaded the transition from “green screen” terminals to PC based mainframe access

oSupervised the installation of first branch PC LAN network

oTrained and promoted the use of PC in daily duties throughout the company (Microsoft Office)

oImplemented computer-based daily check reconciliation

oResearched, purchased, implemented and administered the company’s first image storage system

Implemented online banking for daily funding

Served on team to research/purchase Ultipro payroll software

oDeveloped codes and processes to adapt software to company structure

Served as company’s Accounting Representative during yearlong transition to Caterpillar dealer business reporting system (DBS)

oRe-worked 100% of the company’s business procedures

oDesigned translation tables needed by the system to interface with the General Ledger

oDeveloped new account structure to facilitate collection of management data in the GL

oAssisted all departments with the development of the processes needed to feed the GL

oWorked with consultants to integrate financial reporting package (COGNOS) with IAS GL

oDeveloped ad-hoc reporting system using Microsoft Access and Cognos Impromptu to supply data not provided by the system

Developed controls for input and review of accounts

Developed and automated monthly key management data reports

Trained accounting personnel in the use of the new systems

1984-86 Assistant Controller Rozier Machinery Co., Tampa FL

Managed General Ledger, Inventory, Financial Reporting and Fixed Assets

Supervised staff of 5 clerical personnel

Completed and improved installation of McCormack and Dodge GL system (hired nine months into failed install)

Developed accounting structure to collect data on sales, cost and expenses at department cost center levels

oImplemented monthly key data reporting package for management review

oImplemented standard monthly account reconciliation processes

oDeveloped accounting GL interface with IT systems

Trained accounting personnel to use Lotus 123, WordPerfect, dBASE, FAS for daily departmental activities

1978-84 Manager of Operational Accounting/Cost Accounting Manager.. Milford Rivet and Machine Co., Milford CT

Revamped company’s accounting system from paper to 100% computerized system to collect true cost and production variances

oConverted annual cost calculation from manual to digital (first PC in company)

oDeveloped accounting interface with IT department

Led conversion from internal General Ledger to Info-National GL package and to McCormack and Dodge GL package after spin-off

Led successful integration of accounting systems of purchased company that doubled the existing volume

Oversaw control, reconciliation and costing of all company inventories (both project and batch costing)

Worked with independent auditors on annual review

Supervised Accounts Payable system

oManaged sales billing and salesman commissions systems

oMaintained sales tax compliance at eight different locations in various states

Produced monthly general, accruals and variance entries

oPerformed account and variance analyses as requested by management

SPECIAL SKILLS

Advanced knowledge of Excel, Access, Word, FAS, UltiPro, Cognos, Impromptu, Lotus 123, IAS GL, Business Objects Reporting, PeopleSoft GL, Ultra-edit, SQL developer.

Working knowledge of PowerPoint, McCormack and Dodge GL, Info-National GL, Inquiry Framework reporting.

EDUCATION

1974 – BS/Accounting, Central Connecticut State College, New Britain CT

1972 – AS/Accounting, South Central Community College, New Haven CT

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