Sales Accounting

SUSAN V. SHEPHERD

**** ********** ***** 405-***-****

Edmond, OK 73012 *****.************@*****.***

SUMMARY

Proven Accountant with a broad spectrum of business, administrative and management skills critical to the function of daily operations. Major strengths in organization, accuracy, planning and supervision. Proficient in developing procedures, saving costs, improving efficiencies and increasing revenues. Resourceful and creative problem-solver who can analyze and develop solutions utilizing highly effective written and verbal communications. Able to work independently while meeting deadlines. Knowledge of Generally Accepted Accounting Principles (GAAP). Experienced in both the transactional and operational aspects of manufacturing.

PROFESSIONAL EXPERIENCE

Tech Providers Inc., Oklahoma City, OK –11/18 – 03/19

Division Accounting Manager at Crawford & Company - Contract

Ensured integrity of financial statements, maintain effective internal controls over reporting processes.

Implemented policy and procedures and recommend improvements.

Managed the general ledger conversion from Intacct to Peoplesoft.

Analyzed balance sheets accounts, verification of assets, and inventory adjustments.

RSM Development, Inc. and Rugged Transport, LLC, Edmond, OK - 10/16- 04/18

Controller – Steel Erectors and Trucking

Reported directly to the Managing Partner.

Prepared monthly financials for both companies

Coordinated the preparation of the budget and variance reports.

Implemented the conversion of Sage Software to Computerease software.

Managed accounts receivable, accounts payable, payroll, general ledger and cost accounting.

Processed AIA (A/R) billings and change orders.

Preformed Workers’ Compensation audits, review insurance and risk management, resulting in a $6,500.00 premium return.

401 K Administrator

Managed all state and federal government reporting requirements and filings for payroll.

Developed business processes and accounting policies and strengthen internal controls.

Hertz Corporate, Oklahoma City, OK - 07/15 – 10/16

Senior Accountant

Analyzed monthly revenues and expenses to ensure they are recorded appropriately.

Produced monthly management reports and accompanying schedules, worksheets, and narratives, including “Budget vs. Actual” variance reports.

S & W Power Systems and Bi-Fuel Power Co, Oklahoma City, OK - 03/13 – 06/14

Controller – Engine Mfg - Merged with Houston Company, position eliminated

Prepared monthly financial statements is Sage Mas 200.

Prepared month end close for the CPA firm.

Supervised accounts receivable and payable.

Prepared weekly payroll, payroll taxes, W2’s, 1099s.

Produced project and cost accounting, developed Bill of Materials (BOM) and labor burdens.

Prepared annual budget and budget to actual cost comparisons, analyzed cost variances.

Prepared GL account analysis, reconciliations, adjusting entries.

Monitored purchase orders, receipt of goods and invoices.

Set up inventory item codes and maintained inventory in Sage software.

Reconciled bank accounts, balance sheet accounts, and produced borrowing base.

Prepared sales and property taxes. Audited prior year sales tax for both companies.

Susan Shepherd PAGE 2

Consulting Engagements - 2010 –2013

Mercer Valve Manufacturing, Oklahoma City, OK – Plant Controller

Provided software recommendations in Sage 200 for sales tax, sales, and cost.

Reviewed financial statements and produced general ledger reconciliations.

Assisted with month end close.

Filed Sales and Use taxes and audited prior years.

Worked with the Lean Manufacturing and ISO 9000 teams.

Implemented Avatax Software and assisted with month end close.

Americlaim Insurance, (Accountemps) Oklahoma City, OK - Financial Controller

Implemented Peachtree accounting software for compliance with FEMA contract.

Produced financial statements, month end close and reconciled insurance software.

Produced payroll, payroll taxes and labor distribution.

Supervised accounts receivable and payable.

Audited 2009-2011 FEMA Government Contract for compliance with FAR.

FAA-Contract, Oklahoma City, OK – Accounting Supervisor

Supervised 25 accountants to assure compliance with Governmental policies and procedures.

Arvin Meritor, Inc., Chickasha, OK - 12/08 – 11/09

Senior Financial Accountant - Aftermarket Parts - Company Sold

Prepared financial statements, explaining variances from AOP and forecast.

Prepared month end close and journal entries, reconciling Chickasha and Brentwood, TN.

Coordinated inventory audit and maintained fixed assets.

Arranged plant audit process for balance sheet reconciliation.

Assisted with new software conversion from DOS to Mfg Pro.

Conducted inventory audit for Tool Crib and put processes in place for issuing and replenishing tools.

Monitored $750,000 of supply inventory and trained employees on new software.

Monitored all departments for SOX compliance related to proper internal control procedures.

Initiated process for preparation and evaluation of annual operating plan.

Established process for monthly and quarterly forecasts.

Verified appropriate material, labor and burden standards.

Set up and maintained Capital Expenditures (CAPEX) of $268,000 for buildings and equipment.

Stewart & Stevenson, LLC, Edmond, OK - 12/07 – 09/08

Senior Financial Accountant - Oil Rig Manufacturer – Position transferred to Houston

Prepared financial statements, annual budget, and month end close in JD Edwards

Produced project and cost accounting, developed Bill of Materials (BOM) for oil rigs.

Prepared reports for budget to actual cost comparisons.

Analyzed cost variances; managed inventory audit.

Prepared daily financial forecast and percentage of completion reports.

Prepared GL account analysis, reconciliations, adjusting entries.

SSI Technologies, LLC, Edmond, OK - 10/06 – 12/07

Controller - Plastic Card Manufacturer

Prepared financial statements, cash management and month end close in AccPac Software.

Supervised accounts receivable and payable.

Produced payroll, payroll taxes, W2’s,1099s and sales tax reports.

Analyzed and reconciled the general ledger.

Eliminated excess inventory by eliminating obsolete inventory, recognized by ownership for outstanding job.

Worked with management to identify and implement strategies for process improvements (lean manufacturing), resulting in quality improvement and increased cost savings.

EDUCATION

Bachelor of Science-Accounting, University of Central Oklahoma, Edmond, Oklahoma (2003)

Software - JD Edwards, Oracle, SAP, Peoplesoft, Sage (Mas 90, 200, Accpac, Intacct, Peachtree, Business Works), Quickbooks, Great Plains, Timberline, MFG Pro, Computerease, Quantum, Excel, Word - Licensed Notary

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