Heavy Equipment Property Management

DON SPELLMAN

**** ***** ******, **. ***, Eugene, OR 97402 541-***-**** ****@********************.***

I am a degreed accountant with over 35 years of experience, working as a C.F.O.; Controller; & Commercial Banker in manufacturing; medical; & financial services. For the past 14 years, I have been providing accounting; bookkeeping; and property management services to medical professionals, on a contract basis.

EXPERIENCE

2010 - 2024

Contract Accountant Pacific Surgery Center, LLC; Chase Gardens Surgery Center, LLC, et al

I provided Controller level accounting/bookkeeping and 401k administrative services for a group of medical companies under the ownership of Scott Cherne, M.D.

Financial Statement Preparation & Reporting

Cashflow Analysis

Budgeting & Forecasting

G/L Reconciliation

A/P Processing

A/R Processing

Payroll Administration & Processing

Quarterly Payroll Tax Reporting

401k Administration

Commercial Property Management

2003 – 2010

Finance Director Pape’ Bros., Inc. I Eugene, OR

Responsible for Heavy Equipment Sales financing; credit management; and administration. I managed a $200M heavy equipment loan portfolio.

Arranged financing for new & used heavy equipment sales, both in house and with outside financial institutions.

Credit management of a $200 million equipment & parts loan portfolio.

Opened Lines of Credit

Collections

DON SPELLMAN

1699 Terry Street, Sp. 201, Eugene, OR 97402 541-***-**** ****@********************.***

1993 – 2003

C.F.O. / Controller Rosen Products, LLC Eugene, OR

Oversight and responsibility for all financial activities of this $250M automotive & aviation OEM. I supervised an accounting staff of 6.

Financial Statement Preparation & Reporting

Software Implementation

Financial Analysis Reporting

Cost Accounting

Physical Inventory & Reconciliation

Cashflow Analysis

Budgeting & Forecasting

G/L Reconciliations

A/R Staff Supervision

A/P Staff Supervision

401k Administration

1980 – 1993

V.P. Credit & Operations PacifiCorp Financial (Formerly ORBANCO) Portland, OR

I began my career as a financial auditor rising through the ranks as an audit manager and ultimately becoming V.P. I had credit management and administrative responsibilities over a $250M commercial loan portfolio. This included staff management of 12 employees.

Managed a $250 million commercial loan portfolio, spanning California; Oregon; and Washington.

Chief Credit Analyst

Credit Review & Analysis

Supervised a staff of 6 CPA’s and 6 clerical staff.

EDUCATION

May 1979

Pacific University Forest Grove, OR

B.S. – Accounting / Mathematics

DON SPELLMAN

1699 Terry Street, Sp. 201, Eugene, OR 97402 541-***-**** ****@********************.***

SKILLS

Software Installation / Conversions

New Company Setup

Financial Activity Reconstruction

Financial Reporting & Analysis

A/R & A/P Management

Forensic Auditing

Financial Budgeting & Cash Flow Management

Partnership Tax Return Preparation – Form 1065 and K-1’s

Payroll Processing & Reporting

Certified in Quickbooks; Microsoft Office; & Advanced Excel

REFERENCES

Scott Cherne, M.D. 541-***-**** *******@***.***

Bala Ambati, M.D. 706-***-**** *******@*****.***

Diane Martell, Admin. 541-***-****

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