Controller

Lee V. Thomas

W*** Hillside Drive

DePere, WI *4115

*********@***.***

Home 920-***-****

Cell 920-***-****

EDUCATION

Continuous Improvement Team member 2/94 to 03/20

Central Accounting Department - Oneida Nation of WI

1)Strive to become an effective facilitator to assist in problem solving situations with other departmental programs.

2)Always working to enhance communication and personnel skills.

3)Customer Service orientated.

Lakeland College 9/94 to 12/00

Baccalaureate Degree in Accounting

Graduated Summa Cum Laude, grade point average - 3.400

Northeast Wisconsin Technical College 9/92 to 12/93

Associate Degree in Accounting

Graduated with Honors, grade point average - 3.537

Seymour High School 9/72 to 5/85

Diploma

College preparation classes taken

WORK EXPERIENCE

Controller 12/08 to 03/20

Central Accounting Department – Oneida Nation of WI

Responsibilities:

1)Focus of this position is the coordination and compilation of the yearly financial external audit and the appropriate tax and reporting requirements. Review of audited statements to ensure compliance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB).

2)The review of internal controls for all Tribal departments including Accounts Payable, Accounts Receivable, Fixed Assets, Intra-Tribal, Payroll, and General Ledger. Including Standard Operating Procedures (SOP) development and enhancement.

3)Oversight and training of one Assistant Controller and four Accounting Managers within accounting, financial software, and proper management skills.

4)Daily review of cash and investment balances and determination of anticipated cash flow needs.

5)Review of financial software security pertaining to individual access as well as ensuring external access is restricted.

6)Review and compile financial information into a monthly Treasurer’s report to include Profit & Loss, Balance Sheet, and Cash Flow statements.

7)Assist with developing specific financial reports and graphs for management.

8)Review and approve tax and other financial reporting documents.

Assistant Controller 02/06 to 12/08

Central Accounting Department – Oneida Nation of WI

Responsibilities:

1)Focus of this position is the coordination and compilation of the yearly financial external audit.

2)Oversight and training of two Senior Accountants and two General Accounting staff on audit requirements, audit schedules, and appropriate audit lead documents.

3)Review of financial software security pertaining to individual access as well as ensuring external access is restricted.

4)Review and compile financial information into a monthly Treasurer’s report to include Profit & Loss, Balance Sheet, and Cash Flow statements.

5)Review and update documentation of standard operating procedures for all Central Accounting operations, specializing in cash handing procedures.

6)Volunteered to be one of the lead facilitators for implementing and developing a “Balanced Scorecard” program within the Finance Division of the Oneida Nation.

Accounting Manager - Enterprise 11/98 to 02/06

Central Accounting Department - Oneida Nation of WI

Responsibilities:

1)Assist in the development and continual analysis of Central Accounting’s operational and capital expenditure budgets.

2)Assist in the development of goals and objectives as a division and as a department within the division.

3)Monthly communication update to the Accounting Managers on the achievements and continuous growth of the Enterprise staff in meeting the divisional goals and objectives.

4)Incorporated the use of measurement tools so that the staff could see their improvements and their accomplishments in fulfilling the Enterprise department’s goals and objectives.

One of the measurement tools is the development and implementation of Standard Operating Procedures (SOP).

All of our standard operating procedures have been reviewed and/or updated within the last fiscal year.

5)Monthly review of the operational budgets for the Enterprise area. Areas of concern are documented and reported along with the monthly Treasurer’s report.

6)Facilitate training and managing and evaluating five staff employees in the completion of daily and monthly activities for the Enterprise fund units.

7)Assist in the development and implementation of various projects and upgrades that affect the Accounting Division. Major projects would include the Point of Sale implementation for the Retail Division and the implementation of GASB requirements for the Tribe’s financial reporting.

Financial System Development Specialist 1/96 to 11/98

Central Accounting Department - Oneida Nation of WI

Responsibilities:

1)In-depth understanding of the Accounting financial software system (Infinium).

2)Helped to identify the process for implementing the new software system for the Accounting Division.

3)Developed training materials and assisted with the training of various departments on the new financial software.

Program Accountant 11/93 to 1/96

Central Accounting Department - Oneida Nation of WI

Responsibilities:

1)Monitored Federal, State, and Local grants/contracts awarded to the Oneida Nation as well as Tribal funded programs.

2)Provided technical assistance to Program Directors as well as to the contact people at the funding sources.

3)Processed allowable budget modifications and journal entries upon reviewing monthly journals for Payroll, Accounts Payable, Cash Disbursements, Cash Receipts, Insurance, and other month end reports.

4)Monthly reconciliation of Federal and State funds, drawn and received.

5)Work closely with the monthly Balance Sheet to reconcile accounts.

6)Work with Auditors and Program Accounting Manager in explaining/retrieving requests and documentation.

7)Assist the Program Accounting Manager at year end with the Single Audit Report and in closing all types of contracts.

8)Work directly with the Program Directors to identify budget shortfalls and savings.

9)Adhering to the guidelines set by the funding sources such as:

Financial Reporting Requirements

Allowable Expenditures

Proper Payment/Fund Drawdowns

Modification and/or Closing Procedures

Account Clerk - Travel and Advance 6/93 to 11/93

Central Accounting Department - Oneida Nation of WI

Responsibilities:

1)Reconcile and prepare necessary paperwork of advance payments for Education, Supplies, Food, and Travel.

2)Processed all Utility bills for the Oneida Nation.

SPECIAL SKILLS AND QUALIFICATIONS

I continue to develop a sense of ownership to all the work I am responsible for. I am a hardworking, quick learning individual with the ability to communicate effectively with a variety of personalities. I worked fulltime while attending school fulltime in order to achieve a degree in Accounting. I have become quite proficient with the AS 400 financial software system as well as Microsoft and Corel Office Suites (Word, Excel, Quattro Pro and Word Perfect). I always try to focus on the positive, no matter what the situation. I encourage everyone I work with to bring their best efforts forward, learn from our mistakes, and always accept responsibility for our actions. I also strive to learn something new everyday.

I volunteered as a personal caregiver for my wife’s mother since March 2020.

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