Deerfield Beach, Florida
USA 33441-4139
Telephone: 954-***-****
******@*******.***
Business Analyst, Project & Change Manager Ideally: PM/Liaison: IT / Business Functions (Accounting – Finance – Operations)
Summary of Qualifications:
Comprehensive Business Functions Analyst and former member of the Institute of Management Accountants.
MBA focus in Multinational Finance with applied Accounting/Financial Analysis and Operations/Project Management experience.
Almost 20 years as a Business Management Consultant specializing in design, development, and implementation of Management Accounting Information Systems particularly for clients with difficulty incorporating GAAP to properly reflect their operations
(e.g., Construction: Factoring, Progress Billing, Retainage; Healthcare: Co-Pay, Third-Party Pay; etc.).
Began career in IT industry at and have advised and remained involved with IT at every position held since.
Majority of work history in “hands-on,” P & L responsible, Management and Supervisory roles, primarily with MNCs.
Change Manager: Advocating Total Quality Management (i.e., Six Sigma, ISO), & facilitator of “Leadership by Example.”
Relevant Experience:
Management Accountant
Deanna D Fisher, CPA and Associates, LLC 3/2014 to Present
West Palm Beach, Florida (1099)
General Accounting, Cost Accounting, Bookkeeping, and QuickBooks installations.
Independent Consultant & Project Management (Business Analytics, ERP, Management Accounting, Software Integration)
TutoRich Consulting Services (sole proprietor) 10/97 to Present
Deerfield Beach, Florida (ad hoc)
Direct-contracting as 1099 entity for Project Management, Business Analytics, Accounting, or Software Integration services.
Assist small- to medium-size firms achieve their goals by developing solid and progressive business plans; designing, developing, and implementing of Management Accounting Information Systems; and installing standard procedures with performance standards
Often serving as an interim Controller, Financial, HR, Operations or General Manager on an ad hoc basis.
Assist Govt. & NGO Econometric research as well as subcontracting individual and classroom instruction with FAU and Nova SEU.
IT/Tax Manager, Tax Systems & Projects
AT&T, Inc. 12/2007 to 11/2008
North Palm Beach, Florida (contract)
Develop, liaise, and manage IT projects for automated Fed & SALT compliance systems in constantly changing regulatory environment.
Perform Acceptance Testing and serve as Subject Matter Expert & Department Representative to internal clients and global vendors.
Senior Business Consultant
International Profit Associates, Inc. 8/2003 to 5/2005
Buffalo Grove, IL (Headquarters) (100% Travel)
Although I tended to gravitate toward AIS issues, each project entailed, to differing synergistic degrees, the following responsibilities, tasks, and duties:
Plan and develop each project to maximize client value through analytical surveys of each organization’s current Sales & Marketing, Organizational, Operational, and Financial & Accounting policies, procedures, records, and strategies – SWOT (or TOWS) Analysis.
Implement corrective procedures, policies, tactics and strategies as well as the creation and installation of qualitative and quantitative methods of forecasting and measurement – i.e., Total Quality Management, GAAP, Econometric & Financial Modeling, Decision Information Systems, CoAs, Budgets (Divisional & Consolidated), Cash Flow, etc.
Measure efficacies of corrective actions through the charting, gathering, and statistical & regression analyses of post-implementation data [e.g., Customer and Employee Surveys, Ratios (ROI, P&L, IRR, Break-Even, etc.), Variance and Flash Reporting, etc.], then comparing results to historical records and forecasted expectations – creating customizable Dashboards.
Control the entire process dynamics by continually auditing & reevaluating results, running “what if” scenarios, and, only when necessary, revisiting or readjusting the Planning, Implementation, or Measurement Phases.
Consulting Projects Manager
George S. May International Company 9/2000 to 12/2002
Park Ridge, IL (Headquarters) (100% Travel) Manage Consulting Projects and participants with similar duties and responsibilities as Senior Business Consultant but with different Company-directed methodology.
Specialization in Accounting Information Systems for Manufacturing, Pharmaceutical/Healthcare, and Construction related industries.
Adjunct Professor of Economics
Broward Community College 8/2000 to 1/2002
Davie, Florida
Teach undergraduate courses in Accounting, Business, Economics, Econometric Software, and Finance.
Other Professional Highlights
Auditor
MeriStar Hotels & Resorts, Inc.
Ft. Lauderdale, Florida 12/99 to 9/2000
Position responsibilities include: (while working on MBA)
Investigate and resolve Night Audit discrepancies.
Review, adjust, post, and close out daily journals and ledgers.
Generate and distribute daily audit reports.
Daily re-initiation of IS processors.
Equities Trader
Generic Trading of Philadelphia
Boca Raton, Florida 7/98 to 6/2000
Position responsibilities include:
Identify inequalities and imbalances in securities and markets through economic modeling, financial analysis and research.
Capitalize on the opportunities these imbalances create in an efficient market through short-term, open market trading.
Logistics Manager (Scheduling/Dispatch Center)
CSR Florida, Inc.
Palm Beach District
Lake Worth, Florida 5/94 - 9/97
Performed manufacturing & logistical coordination of highly perishable product flow and distribution with customer needs as well as continual resource planning to support other members of the management team on an ad hoc basis while maximizing labor and capital efficiencies in a constantly changing environment.
Director of Quality Assurance and Technical Services
Thomas Concrete of Florida, Inc.
Delray Beach, Florida 6/90 - 8/93
Advancement Timeline:
Plant Operations Manager (2/93) Quality Assurance Technician (5/92) Assistant Plant Manager (1/91)
Supervisor: Computer Operations Library
International Business Machines (IBM)
Boca Raton, Florida 6/86 – 9/89
Education:
Master of Business Administration with concentration in Economics, Multinational Finance, International Business
Florida Atlantic University (3.7 GPA) 2000
Baccalaureate of Science in Finance / International Economics
Florida Atlantic University 1998
Emphasizing:
Cost, Managerial, and Basic Financial Accounting (GAAP)
Econometrics (Statistical analysis [including ARCH & GARCH] applied to Economic and Financial Modeling and Forecasting)
Financial Analysis (APT, IRR, NPV, Risk Management, ROA, ROI, WACC, etc.)
International (Arbitrage Theory, Interest & Exchange Rate Theories, Risk Exposures, Transfer Pricing, etc.)
Relevant Graduate Coursework:
Advanced Accounting
Advanced Econometrics II
Advanced Managerial Finance
Corporate Financial Analysis
Decision Information Systems
Global Business Strategies
International Business Operations
Multinational Finance
Operations Management
Quantitative Methods in Administration
Fields of Specialization & Research:
Econometrics
International Business
International Economic Development
Multinational Finance
Software:
PC: ACT!; Acrobat; Crystal, dBase; Lotus; MS Dynamics; MS Explorer; MS FrontPage; MS Office (Access, Excel, Outlook, PowerPoint, Word); MS Project; MYOB; Peachtree; QuickBooks Pro; Quicken; SAS; SHAZAM; SPSS; Timberline; Visio; Windows, WordPerfect; and various Industry-specific Programs/Applications (including POSs).
MacIntosh: Adobe; Claris Works; FileMaker Pro; HyperCard; MacDraw; MacPaint; MacWrite; MS Explorer; MS Office (Access, Excel, PowerPoint, Word); QuickBooks; Quicken; ResEdit; SPSS; Visio; WordPerfect; and various Industry-specific Programs/Applications (including POSs).
Other: SharePoint; SQL; UNIX/Linux; as well as plethora of Accounting, Database, ERP, MIS (w/ OLAP), – i.e. Hyperion, Oracle, SAP, etc. – and industry-specific operations applications and systems.
Multilingual: Conversationally fluent in German and familiar with Spanish.