Financial Analyst Staff Accountant
Resume:
Phillip L Maxfield - Resume
RESUME
Phillip L. Maxfield
PO Box 956
Auburn, WA 98071
adyvys@r.postjobfree.com
EDUCATIONAL BACKGROUND
Brigham Young University, Provo, UT 1962-73
Bachelor of Science Degree in Business Management and Finance with a minor in Accounting and Economics
Pacific Lutheran University, Tacoma, WA 1977-80
MBA Graduate Studies
EXPERIENCE
Contract Administrator for ACE Improvements, General Contractor, Covington, WA 2022 to 2023.
Performed competitive bidding to obtain federal, state, and local governmental construction contracts in the Greater Puget Sound area. Senior Missionary for The Church of Jesus Christ of Latter-day Saints, Salt Lake City, Utah, 2002 to 2021.
Served for two years as a missionary, supporting the young missionaries, managing finances and legal matters, with my spouse, in the following countries: 2002 to 2004
- Ljubljana Slovenia; 2007 to 2009 - Rostov and Volgograd Russia; 2011 to 2013 - Tacloban, Philippines; 2014 to 2016 - Hamilton, Bermuda; and 2017 to 2019 - Tirana, Albania; and 2019 to 2021 – Tirana, Albania and Pristina, Kosovo. Management Consultant, Staff Accountant/Financial Analyst for Maxland & Associates, self-employed, Tacoma, WA 1991, 1999 – 2000, 2002.
Provided accounting, financial analysis and management consulting services to entities in the public and private sectors.
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Staff Accountant/Financial Analyst, Gig Harbor/Auburn, WA 2000 - 2001
Provided temporary financial analysis and accounting services to POS DATA, Inc. and the City of Auburn, Finance Department.
Property and Construction Manager for Prime Pacific Properties, Inc., the Developer, for the construction and operation of a 147-unit multi-family apartment project in Port Orchard, WA 1991 – 1992.
Represented the Owner weekly during construction site meetings
Monitored progress of scheduled work
Reviewed and maintained proforma financial projections for investor and lending institutions
Approved pay requests
Complied with bank requirements regarding loan draws and requested funds within established budgeted funds
Inspected and punched work for substantial completion and final acceptance
Supervised lease-up and provided management oversight to on-site management and leasing personnel
Secured permanent financing
Property and Construction Manager for Prime Pacific Properties, Inc., the Developer, for the construction and operation of a 240-unit luxury multi-family apartment construction project in Federal Way, WA 1993 -1997
Identified attractive investment property and proceeded with the purchase of the same from the Resolution Trust Corp. (RTC)
Secured agency permits from the City of Federal Way and King County
Met with neighborhood associations to address concerns and develop good public relations
Developed construction and operating budgets for investors and lending institutions
Negotiated A/E and construction agreements
Obtained bank construction loan
Represented the Owner weekly during construction site meetings
Monitored progress of scheduled work
Approved pay requests
Complied with bank requirements regarding loan draws and requested funds per budget
Inspected and punched work for substantial completion and final acceptance
Negotiated acceptance of water and sewer systems with utility provider Phillip L Maxfield - Resume
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Supervised lease-up and provided management oversight to on-site management and leasing personnel
Secured permanent financing
Facilitated the sale of the property in 1997
Development Manager for Prime Pacific Properties, Inc., the Developer, for the development of an 80-acre agricultural site into a preliminary plat for 350 single family homes in Lacey, WA. 1992 - 1993
Represented the Owner in meetings with city officials, school district personnel, elected officials, neighborhood associations, and at City Council public hearings
Coordinated the work of A/E professionals to achieve City approval of preliminary plat
Negotiated impact fees with school district officials
Developed soft and hard cost estimates for development of plat
Negotiated sale of approved preliminary plat to developer Operations Manager/CFO for The Tsang Partnership, Inc., a major northwest architectural firm in Seattle - Tacoma, WA 1991 – 1999
Review all Owner/Architect Agreements for Architectural Services for compliance with contract terms and conditions
Review all Architect/Consultant Agreements for Architectural Services for compliance with contract terms and conditions
Prepare documentation and justification for equitable adjustments when architectural/engineering services exceed the defined scope or contract time is exceeded through no fault of the Design Team
Supervise the maintenance of computerized contract invoicing system for the preparation of Owner invoices
Supervise the scheduling and allocation of professional staff for the design and construction administration phases of each project
Assist in the preparation of data and performance information for the preparation of Statements of Qualifications
Capital Projects Manager for the Tacoma Public Library, a public entity, for the design and construction of nine (9) new and/or remodeled library buildings (145,000 S.F.), and the design and acquisition of an automated library circulation system, funded by $15.8 million dollar bond issue, 1984 - 1990.
Negotiated and administered professional services agreements with five (5) architectural firms selected through a public selection process
Negotiated and administered construction agreements with nine (9) general Phillip L Maxfield - Resume
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contractors selected through a public bid process
Negotiated and administered contracts for the removal of asbestos and other hazardous materials from existing library buildings
Filed a successful claim for the recovery of costs for asbestos abatement and removal
Monitored the design process for program and code compliance
Prepared bid documents and administered contracts for interior furnishings, shelving, compact shelving, and HVAC system controls
Monitored independent testing and estimating services for concrete strength, soil compaction, cost estimating, structural elements, paint application, and ambient air quality
Scheduled and coordinated the construction to minimize disruption of library services for the following:
1. The Main/Carnegie Library– 80,000 S.F. historical renovation and addition 2. Moore Regional Library – 15,000 S.F. new construction 3. McCormick Regional Library - 15,000 S.F. renovation and addition 4. Swasey Branch Library – 8,000 S.F. renovation and addition 5. Mottet Branch Library – 5,000 S.F. renovation
6. South Tacoma Branch Library – 5,000 S.F. renovation and addition 7. Fern Hill Branch Library – 10,000 S.F. new construction 8. Martin Luther King Branch Library – 4,000 S.F. new construction 9. Swan Creek Branch Library – 4,000 S.F. new construction Assistant Director for Management Services for the Tacoma Public Library, a public entity, responsible for the repair, maintenance, and operation of ten (10) library facilities 1973 – 1990
Prepared public bid documents for the repair and maintenance of a variety of building heating, ventilating, and cooling systems
Negotiated and administered construction contracts for improvements to facilities
Provided management oversight to Maintenance Supervisor and staff
Monitored Tacoma Public Library Trust Funds for the development of library public services and the construction of the Kobetich Branch Library in Northeast Tacoma.
WORKING KNOWLEDGE AND COMPUTER SKILLS
Knowledge of HVAC, plumbing, hydronic heating, electrical, & structural systems
Proficient in Microsoft Suite and accounting and payroll software.
Proficient in writing Community Development Grants, Asbestos Claims & funding requests.
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OTHER EMPLOYMENT EXPERIENCE
Counter-intelligence Agent/Investigator, US Army, Military Intelligence Command, 115th MI Group, Fort Lewis, WA 1968-71
Performed background investigations for security clearances and participated in intelligence gathering activities
COMMUNITY EXPERIENCE
Committee Chair, Boy Scouts of America Troop 480, Lakewood, Washington, 1988 – 1998
Scout Leader, Boy Scouts of America Troop 480, Mt. Rainier Council, Tacoma, WA 1973-87, 1991
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