Marsha Rock, CPA
**** ****** ******, *****, ******** 24153
559-***-**** ***.**********@*****.***
CAREER SUMMARY
Highly motivated and progress-driven professional with 21 years of expertise in finance operational strategies. Demonstrated talents integrating and executing the day-to-day responsibilities for planning, implementing, managing and controlling all financial-related activities. Developing initiatives that streamline processes, including accounting, finance, forecasting, strategic planning, cost and contract analysis, legal, asset management, negotiations, investor relationships, taxes, compliance and institutional financing. Proven skills in effectively balancing the financial well-being of the organization. Outstanding communication, interpersonal relations, mentoring, and organizational skills.
EDUCATION
Chapman University: Bachelor of Science Degree in Accounting, 1994 Oak Harbor, Washington
QuickBooks ProAdvisor for 7 years
Proficient in use of Microsoft Office
Experience with MAS90 and Microsoft Dynamics
PROFESSIONAL EXPERIENCE
Chief Financial Officer (CFO) 2010 – 06/14/2016
UXB International, Inc., Blacksburg, Virginia
1. Direct and oversee the day-to-day aspects of the Finance & Accounting functions for the organization. 2. Develop financial strategies by contributing timely financial and accounting information, analysis and recommendations.
3. Measure and determine financial productivity, quality, and customer-service data. 4. Analyze organization operations, identify opportunities for improvement, cost reduction, and systems enhancement.
5. Develop financial strategies by forecasting capital, facilities, and staff requirements. 6. Accumulate capital to fund expansion.
7. Monitor financial performance by measuring and analyzing results, initiate corrective actions and minimize the impact of variances.
8. Maximize return on invested funds by building relationships with the investment community. 9. Provide leadership in the development of short and long-term strategic financial objectives. 10. Lead the development, implementation and maintenance of a comprehensive job cost system. 11. Oversee payroll and tax functions.
12. Ensure that effective internal controls are in place and ensure compliance of GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting. 13. Coordinate internal and external audits.
14. Update job knowledge by awareness of new regulations; participate in educational opportunities; read professional publications; maintain personal networks, and participate in professional organizations. Bookkeeper/Staff Accountant/Certified Public Accountant 1996 to 2010 Tracy Bressler, CPA, Lemoore, California
1. Prepared monthly bank reconciliations.
2. Examined, coded and posted general ledger entries. 3. Generated and reviewed financial statements for small businesses and prepared required government reports.
4. Processed payroll, prepared federal and state payroll reports, including workers compensation reports. 5. Served as audit assistant for government and non-profit audits. 6. Processed federal and state income tax returns for corporations, partnerships, non-profits, and individuals.
7. Prepared written communications with IRS and Franchise Tax Board. 8. Reviewed income tax returns.
9. Managed and assigned workload to other team members. 10. Interviewed prospective employees.
11. Provided QuickBooks training to clients
12. Completed sales tax preparation.
CERTIFICATIONS & COMPENTENCIES
Certified Public Accountant, 01.04.2005
Strategic Finance Certificate 04.12.2016
Financial Planning & Strategy
Managing Profitability
Strategic Planning
Vision
Quality Management
Promoting Process Improvement
Forecasting
Corporate Finance
Developing Budgets
Problem Solver
Remote Office Accountability
Integrity
Detail Oriented
Employee & Client Focused
PC Proficiency
PROFESSIONAL ASSOCIATIONS
AICPA
California Board of Accountancy