Sign in

Accounting Manager

January 10, 2020

Contact this candidate



Analysis - Financial, Marketing and Operations Management

Tempe, AZ 85281 480-***-****

Experienced in business operations: accounting, finance, production, quality control, logistics, supply chain, online digital marketing/B2B sales, retail sales, WordPress sites, M&A, call center activities. Expert in analysis, projects, key metrics – KPI’s, process improvement – incremental/paradigm and Financial, Market, Industry, Materials research.


Master's (MBA) - Decision Analysis, Process Improvement - W.P. Carey - Arizona State University - Tempe, AZ

B.S. in Accounting - University of Nebraska - Lincoln, NE

Associate equivalents in Psychology and Anthropology in Behavioral and Social Sciences (two years Biology studies).

Military Branch: US Army - Technical in Medicine - Field Medic (EMT) - San Antonio, TX, Photography - NE

Rank: E6 Commendations: Soldier of the Year


• Accounting (15+ years) • Analysis Modeling (10+ years) • Tax and Audit (5+ years) • Budgeting (10+ years) • Contract Administration (4 years) • Cost Accounting (8 years)

• Credit (10+ years) • Credit Management (6 years) • Financial Analysis (15+ years)

• Forecasts (10+ years) • Government Contracts (4 years) • Logistics (10+ years)

• Logistics Management (3 years) • Marketing (10+ years) • Operations (10+ years)

• Process Analysis (10+ years) • Project Management (10+ years) • Negotiation (10+ years)

• CRM Software (5 years) • Mergers/Acquisitions (3+ years) • Management up to 40 persons


C&R (with analysis) - Bank of America - Phoenix, AZ November 2017 to Present Credit, collections and servicing of consumer card, analysis and projects for nearly 2,250 accounts monthly. Negotiations and advisory responsibilities in a call center environment.

Technical Advisor - Concentrix - (Randstad) contract roles call center - Tempe, AZ March 2017 to September 2017

Turbo Tax: Client advisory for tax related software issues, compliance, financial, etc. Seasonal role.

Apple: Customer advisory role for multi-platform IOS software and hardware troubleshooting, etc.,

SharePoint Administrator - Chase – (Experis) - Phoenix, AZ February 2017 to March 2017

(Contract complete). Advised Chase to reinstall SharePoint Foundation/Developer 2013 or acquire/install SharePoint Developer 2016. Editing 9 million records under 2016 SharePoint Foundation package would take 50,000 hours (without SharePoint Developer each record would be edited one at a time). Under either package with SharePoint Developer would take a fraction of time under Batch - 100 records at a time. Savings would amount to $1.8 million.

Sr. Pricing Analyst - Honeywell - (Infotree Services) - Tempe, AZ October 2016 to February 2017

(Contract complete). Financial (contract, costing, pricing) requirements, analysis/modeling in teams for from $1 million to $1.4 billion USD – projects – commercial (FAR12), defense contractors/government/DOD (NON-FAR, FAR15) with TINA based proposals, audit adherence, high level clearance/national security oversight requirements. Project team coordination (Salesforce) and oversight in pricing projects (in SAP make/buy commodities), coordination with IT. Training team members on software (Excel/Access add-ins, various other software), etc.,

Accounting Manager/Analyst – GXI Outdoors - Phoenix, AZ June 2016 to September 2016

(Post-bankruptcy company moved accounting department back east to Carolina site). Controllership responsibilities included but not limited to reporting, regulatory, logistics, audit, controls for company assets (large quantities of obsolete finished goods cannibalized for repair orders for western United States).

Managing accounting staff: AP, AR, collections, costing, inventory, payroll, banking, fixed assets, EEOC issues, etc.,

Business mapping - documents, file and systems review for ongoing incremental improvements.

Market review, comparison/analysis for product lines - warrantee, product improvement, costs, defects, FTC, etc.,

Sr. Cost Manager/Analyst - Paragon - Subsidiary of Valeant (Bausch Health) - Mesa, AZ January 2016 to April 2016

(All contract roles ended when Valeant issues came out). Operations, Lot Costing (commodity raw materials - polymers), BOMS, Build Routes, Financial Modeling, Production/Fixed Assets Analysis for forecast/demand, etc., Market historical analysis, GL responsibilities, Internal Audit, Budgeting, Process Mapping, FDA/SFDA review, training, Implementation/migration of accounting/production information from SBT/Access to Syteline ERP.

Sr. Financial Research Analyst - Networth SVCS (software issues) - Scottsdale, AZ October 2015 to December 2015

(Role changed to Business Analyst needs). Corporate actions, accounting, research, financial modeling/analysis: funds, stocks, bonds, REITs, FTC, SEC, etc., Reconcile valuations, collecting data: M&A&D (spinoffs, splits, reverse) impacts. Marketing/lead contact responsibilities to stakeholders, database management, software testing, etc.,

Senior Financial Analyst - Closed Loop Refining & Recovery - Phoenix, AZ April 2014 to August 2015

(Operations/Production/Costing/Pricing at CERCOM - Special Materials)

(EPA closed company due to the 5-year limit ending). Financial analysis for two regions (Western division - Arizona, Eastern division - Ohio), analytics, presentations, EPA, OEM's, OSHA. Accounting responsibilities COGS, (A/P - A/R), contract requirements, negotiations, compliance. Regulatory research - EPA, ADEQ, Interstate Commerce for hazardous materials, EHS/SOP's for production. Software review and change to new ERP platform, creating and maintaining marketing/sales CRM. Website development and maintenance, Cloud development, coordination and maintenance. Auditing of incoming raw materials and WIP production for Teardown, Commodities and other Finished Goods departments to warehouse, various intermediaries, locales and outside vendors. Market analysis and sales for materials - precious metals, industrial applications, end life dispositions. Materials analysis in conjunction with R&D for various recycled/restrictive downstream products. Production planning/scheduling for outbound materials, developing, maintaining and management of logistics department for both domestic and international with delivery to Mexico, Spain, India and China. Internal/External presentations - senior management, marketing, customers (Sony, etc.,) and regulatory agencies: EPA, DEQ, ADOT, etc., Marketing (identifying customers) and sales (key decision makers) lead for CERCOM division. Intermediary entity CERCOM needed to be in place.

Operations Management/Accountant/Analyst - MBS - Phoenix, AZ 2003 to 2014

(Divorce closed company). Accounting and tax consulting, State and Federal regulatory reporting. Financial analysis, modeling and valuations - Asset, Income and Market, CAPEX, IRR, etc., Start-ups, business process/internal controls review, Accounting/Statistical software installations. Worked in numerous industries including transportation, energy, retail and services. Coordinated with IT consultants to migrate data over to new systems resulting in material savings. Internal controls implementation saved clients $100,000's in labor costs, security and compliance. Marketing/Sales management presentations.

Finance Manager/Analyst - Durrant Inc - Phoenix, AZ 1999 to 2003

(Acquisitions of other AECM's, then layoffs, company closed later). Business management for architectural, engineering and construction management, financial reporting of western region and projects to senior management, involved in negotiations, risk analysis, litigation dealings and insurance contract requirements, conducted operational and project analysis (ad hoc - analytical, budgets, forecasts, financial reporting), coordinated project lead financial contract administration. Executed accounting duties (invoicing, A/P, ROPs, schedules, time billings) for projects. Identified over $500,000 in additional revenues and change orders in AECM contracts, $100,000 in costs savings in first year. Conducted industry and clientele research/special projects.

Financial Analyst - Kohlberg & Co (Southwest Supermarkets, Sweigmann's, Bay Area) - Phoenix, AZ 1997 to 1998

(Project work contract ended - divisions closed). Mergers, Acquisitions, Divestitures - analyzed operational and strategic business acquisitions for 150 store chains. Budgeted P&L from Gross Sales through EBITDA for subsidiary, measured store performance metrics for senior management - closures and subsidiaries realignment, audited store activities, inventory changes and contracts for agriculture products for nearly 100 stores/cash controls to present to all levels of management, administered $53,000,000 credit line/debt covenant requirements third party reporting to potential investors. Led projects for $10,000,000 cost reduction incentives, CAPEX programs in stores and divisions. Negotiated 5-10% or $215,000 to $430,000 savings per year in utilities (a commodity) and related expenses.

Controller - Southwest Farm Services - Phoenix, AZ 1995 to 1997 (Commute of 80 miles round trip and started MBA program). Accounting statements, managed A/P, A/R, payroll and collections, developed internal controls and established credit reporting to financial institutions, miscellaneous management duties two corporations, one partnership, one Schedule F entity, filed four years of delinquent IRS income, WC and property tax filings. Researched software, hardware and directed consultants, inventory pricing agriculture products drop-ship to California, Arizona and Colorado, supervised staff. $10,000 in cost reductions.

Public Accountant - Padgett Business Services Public Accounting - Mesa, AZ 1993 to 1995

(Sold Company). Accounting and Tax services: Corporations, Partnerships and Sole Proprietorships.

Divisional Cost Accountant - Rockford-Fosgate - Tempe, AZ 1991 to 1993

(Acquisitions of other companies Hafler/Acoustat resulted months later in mass layoffs and VC departed). COGS, build-ups, bills of material, routing, order maintenance and variance review. Analyzed and developed budgets, forecasts and standard costing by product and between divisions, WIP transfers, inventory counts, MRP/MRPII (Pre ERP environment) coordination between departments, performed physical inventory audits along with production output and inventory level tracking, assisted with month-end and year-end closing and preparation of internal reports, completed worker's compensation, state use tax and payroll audit filings for government agencies. Negotiated and reduced penalties/potential penalties with regulatory agencies.

Senior Cost Accountant - GSI Semiconductors - A Square D Company - Tempe, AZ 1989 to 1991

(Company moved to India – production department issues required labor change). COGS, build-ups, bills of material, routing, order maintenance, made WIP transfers, inventory counts and MRP (Pre ERP environment) coordination between departments, freight audit, precious metals tracking, inventory valuations, depreciation schedules.

OTHER EXPERIENCE: (while in college and in stepfamily businesses):

Auto/Trucking services, transportation, heavy equipment, retail oil and gas companies, power transmission and natural gas construction, agriculture construction estimating, Wells Fargo-courier, retail banking Com Fed Savings and Loan (now BNP PARIBAS). Family agriculture (farms), farm equipment (John Deere and New Holland), Real Estate onsite management, restaurants work up to management – Chi Chi’s and Reuben’s Steakhouse - Lincoln, NE.


SAP, Ariba, Fieldglass, Oracle, Essbase, “Aerospace Est. Cost. Sys.”, Pro Pricer, Doc. Webtop 6.7, Costpoint, Salesforce, Smart Manager, Microsoft Office 2003-19, Office 365(Access, Excel, Word, PowerPoint, SharePoint, Outlook, Visio, Project), Tableau Analytics, Time Work Bench, ADP, Quickbooks - Enterprise, Syteline, SBT/ACCPAC, REDMINE, Adaptive Analytics, Microstrategy, ProjectPlace, IBM WATSON, MAS 90, Lawson, Great Plains, SAGE, CYMA, Navision, Deltek Adv., Turbo Tax, HRBlock, Lacerte, Best Depreciation, Primavera, Sure-Track, BI360, Minitab, Vensim, Atlas TI 8.x, Asana, CopperPoint, Google Suite, (Python, R, SQL studies: Data Camp, Notepad++, etc.,)


Top producer - Arizona Site - Bank Of America - Most account production/impact for month. January 2019

Project Management Certification (PMI): GoSkills Cert.: 74936357 May 2019

IQ 139 test result, <>/ Mon, May 13, 2019 at 5:59 PM

Google Adwords – digital online marketing certification ( October 2019

Excel Intermediate Cert.: MyExcelOnline Academy - October 2019

SharePoint Administration Online/Office365 - Linkedin – Cert.: Ae6Xy2cbTFRW15U6mEndcuHTujPd November 2019

Choosing a Cloud Platform for Developers: AWS, Azure and GCP - Projects/process change, data warehousing, new apps. development/launch. Linkedin - Cert.: AXbDQIL8y2y98poi8HALX3EKZHX7 November 2019

Excel Advanced Certification – EDUCBA – Cert.: URL December 2019

R For Excel Users – Linkedin - Cert.: AZ5PUEbxKTtAcqpVbx-9wVSdzsvY December 2019 Tableau Essentials, additional training – Linkedin - Cert.: AT22kyyNdbMbpiBXoEI7IQInsONc December 2019

Python 3.8 Training - Jupyter Notebook, Anaconda4, Ipython, Github, Stack Skills, Reddit: in training

SQL/MYSQL Training - Microsoft Azure: Stack Social, Udemy, DataCamp, Microsoft: in training

Google Analytics: in training SAP: in training

Contact this candidate