Taylorsville, Utah 84129
Areas of Expertise:
Financial clean-ups; Audit Preparations; Financial Performance Evaluations; Internal Control Evaluations; Project Management; General Ledger Processing; Month-End, and Annual Closings; Payroll Set-Up and Processing; Team Management; Developing Financial Policy and Procedure Manuals; System Conversions; Compiling and Analyzing Income Statements and Balance Sheets; Developing Forecasting and Budgeting Models; Cash Flow Management.
Quickbooks OnLine and Desktop, Excel, Word. Some knowledge of Blackline, Banner, Intacct, Peoplesoft, PayChex, ADP, Gusto, Bamboo.
Consulting Positions: 10/2015 to present
12/2020 to Present: Temporary position as a Financial Analyst for successful local manufacturer in shutdown phase because of purchase by a large conglomerate. Performed a variety of financial tasks associated with shut-down efforts.
2017 to present: Small business accountant/consultant in Salt Lake City using Quickbooks:
Reviewed and improved client financial records for newly purchased business; Performed monthly updates/closing; Set-up inventory and margin analysis for all revenue sources; Developed business plan for expansion and provided advice on financial management.
Worked with mature NPO to revise accounting system and prepare for annual report.
Worked with small business to address issues in Quickbooks Online conversion.
2015 to 2017: Small business accountant/consultant in Washington DC using various software solutions:
Consultant for large political PR firm: Rewrote contract language and implemented contract management processes; wrote Policy and Procedure Manual and Employee Manual; identified and corrected system issues; reviewed internal control issues; developed process flowcharts and job responsibilities.
Part-time Controller for small aerospace research firm: Developed direct cost and overhead rates for new NASA proposal; redesigned financial process to comply with contract requirements; designed cash flow model to support three new contracts; developed budget analysis.
Accountant for online marketing firm: Converted financial recordkeeping and inventory turnover analysis to Quickbooks; Developed budget model for expected rapid growth.
Other DC consulting projects include:
Acting Purchasing Manager for international non-profit organization;
Accountant for national PR firm: Required streamlining accounting system to provide for better accountability, improved 1099 process, and managed financial records;
Acting CFO at Greenpeace International Headquarters for six months during search for permanent employee;
Acting Controller for AIDS-related agency during search for permanent employee;
Accountant for National Bar Association, reviewing grants for overseas legal support program;
Accountant for medical practice in Annapolis, providing consulting during purchase of practice and on-going financial support;
Consultant for business plan for Annapolis start-up specialty restaurant.
Previous Permanent Positions:
Bert Smith & Co. CPA; DC Regional Accounting Firm: 10/1999 – 10/2015
Successful and varied financial and accounting experience working with governmental agencies and small businesses. Demonstrated strengths in financial statement preparation, budgeting, forecasting, closings, journal entries, managing payroll, process engineering, and project management. Wrote several policy and procedure manuals which included GAAP requirements.
Manager for several major financial investigation projects resulting in better systems and recovery of funds. Projects also included managing payroll department for six months during a major DC agency conversion to Peoplesoft; identifying discrepancies in school system payroll budget; identifying and correcting issues with bank reconciliations and grants management.
1995: Juris Doctor:
Golden Gate University,
San Francisco, Ca.
Passed 1995 California Bar Exam
1972: Bachelor of Science, Accounting
Weber State University