CMA, Corporate Finance and Accounting, Controller

Corporate Financial Executive/Forensic Accountant/Professor

Current Goal: Secure a permanent financial position with a firm that will allow for a secure work environment and will utilize my skills to the fullest.

Broad Expertise in Teaching, Computers, Forensic Accounting and Corporate Finance

Finance executive with extensive and diverse experience in a variety of industries. Expertise includes a consistent record of improving financial results through innovative business processes. Significant strengths include evaluating business processes and initiating change management to improve financial results and performance. Teaching strength lies mainly in being able to perceive student’s/target’s learning style and adapting teaching style to meet them. Crossed experience in corporate finance provides a unique blend rarely found in University Professors. Forensic accounting experience including fraud detection in fast food, restaurant, corporate finance, and private industries. Proven leadership skills in business, professional and personal organizations.

AREAS OF EXPERTISE

Finance/Accounting:

Finance operations

Financial statement preparation/presentation

Profitability improvement/revenue cycle

Procedure documentation

Departmental profitability evaluation

Supervision

Payroll, general ledger, accounts payable, accounts receivable, inventory, job cost

Teaching:

Financial, managerial and cost accounting

Bookkeeping

MAS 90/200® by Sage, Crystal Reports, FRx

BusinessWorks® by Sage

QuickBooks® by Intuit

Access, Excel, Word, PowerPoint

Lotus 123, WordPerfect

Time Management

Computers:

Accounting Software Implementation

System conversion

Multiple operating systems

Networks

Data management and decision support

MSGovern, SAP, software in Teaching section

Forensic Accounting:

Embezzlement detection/prosecution

Misappropriation detection

Analyze and help make decisions on corporate shutdowns/moves

Private audits to determine profitability

Deposed/testified in multiple cases as expert

PROFESSIONAL EXPERIENCE

Pro Vital Solutions, Inc./Profit Solutions, Aliso Viejo, Modesto, Merced, Atwater, CA

(Sole proprietorship then S Corp serving clients using Sage 100, BusinessWorks® by Sage, QuickBooks® by Intuit, and other accounting systems)

Owner and President – 1986 to Current (part-time, after-hours servicing a few local clients)

Sell (former reseller of Sage products), install, train and provide technical support to clients-MAS 90/200® and BusinessWorks® by Sage Software, Inc., QuickBooks® ProAdvisor-Intuit. Travel as necessary for on-site visits. Design and implement Internal Audit procedures. Set up accounting systems. Prepare financial statements. Consult in financial and capital budgeting, cost accounting, payroll services. Computer hardware/software. Personal bookkeeping and budgeting. Forensic accounting.

Extensive Beta testing while engaged as a reseller of Sage products

Provide software support

Help clients decide on direction of accounting software

Aid in hiring accounting staff/train existing staff members

Implement best practices for clients

Data entry support for clients, when required

Successful conversion of payroll system to/from ADP/Paychex/Paylocity/etc. from/to in-house systems

Aid in capital budgeting analysis, advise clients in decisions regarding large capital outlays

Cost analysis, and Cost Accounting design, setup and implementation and analysis

Save clients’ money in analyzing cash flow/financing options and advising where changes would prove profitable

Selected Experience:

Valley Tool & Manufacturing, Inc. and Valley Farm Supply Stores, Inc., Hughson, CA

Controller – Jul, 2013 to Apr, 2024

Reference: Vaughn Brenda, 209-***-****, Vice President, Valley Tool & Manufacturing, Inc.; President, Valley Farm Supply Stores, Inc.

Responsible for financial reporting, all aspects of daily accounting including general ledger, payroll, accounts receivable, accounts payable, sales order, purchase order, work order, accounting software maintenance (Sage 100), coordinate computer maintenance, monitor POS system (CounterPoint), etc.

Automated manual check writing and cash management

Implemented CounterPoint POS system in Valley Farm Supply Stores, Inc.

Implemented control procedures in all areas of accounting

Performed upgrades and technical support for Sage 100 Advanced

E. & J. Gallo Winery, Modesto, CA (thru Accountemps® A Robert Half Company, Modesto, CA)

Temporary Analyst – Jul 2012 to Apr 2013

Reference: Gerrit Wright, 209-***-****, Project Manager, Corporate Engineering

Worked with Project Managers, tracking the expenditures and forecasting future expenditures for a large capital project.

Revised the existing Excel spreadsheet to incorporate accounting data (JD Edwards)

Prepared Pivot Tables in Excel to analyze current changes in spending on PO’s

Conducted meetings to review data and acquire approval for current spending asks

China Peak Mountain Resort, LLC, Huntington Lake, CA (Ski resort)

Consultant – Jul 2008 to Nov 2024

Reference: Debbie Neely, 559-***-****, Ext 4100, CFO.

Reported to the CFO, accountabilities included converting MAS500 data from previous owner to MAS90. Setup procedures for accounting, general ledger, accounts payable, purchase order, accounts receivable, sales order, inventory. Data conversion for several past years’ financial data.

Setup budget import from Excel

Go Pure Foods, Inc. (formerly G. Debbas Chocolatier, Inc.), Fresno, CA (Gourmet chocolate and food confectioner)

Controller – Feb 2010 to Oct 2011

Reference: Debi Watts, 559-***-****, daughter of owner, trained her to take on controller functions for company as I transitioned out.

Reported to the CEO/COO, accountabilities included accounting, accounts payable, payroll, and business office functions. Revised financial policies and procedures, presented financial, cost, and operations reports to owners and lenders, and coordinated fiscal year-end audit. Used QuickBooks.

Converted financial reporting methodology from cash to accrual basis accounting

Developed budgeting and cost accounting templates

Successfully negotiated financing change, saving approximately $30K per year in interest

Performance Sports, Inc., Santa Ana, CA (Manufacturer of precision racing Catamarans)

Consultant – Jul 2007 to Dec 2008

Reference: Stephanie Elliott, 949-***-****, also a consultant for Performance Sports, Inc., and existing client.

Reported to the CEO, accountabilities included converting MAS200 data from previous owner to MAS90. Setup cost accounting, including MRP. Setup procedures for accounting, general ledger, accounts payable, purchase order, accounts receivable, sales order, inventory, bill of materials, MRP. Revised financial policies and procedures, presented financial, cost, and operations reports to owners and lenders.

Revealed errors in previous accounting Bill of Materials

Developed budgeting and cost accounting templates

Spruce Grove, Inc., Santa Ana, CA (Property Management-Residential and Professional, Resorts, Winery)

Consultant – Sep 1996 to Aug 2007

Reference: Jeff Carter, 714-***-****, CFO.

Reported to the CFO, accountabilities included converting to windows on MAS90, and then to MAS200 from MAS90. Setup procedures for accounting, general ledger, accounts payable, accounts receivable, payroll. Revised financial policies and procedures, presented financial, cost, and operations reports to owners.

Setup reporting for resort and spa

Forensic accounting for resort and spa (aid in revealing credit card fraud, performed by waiters/waitresses)

Train Resort Controller in all areas of accounting

Developed bank reconciliation procedures

Southwestern Composites, Inc., Santa Ana, CA (Composite Manufacturer serving the aerospace industry)

Controller – 1993-1993

Reported to the owners, accountabilities included overseeing computer systems, accounting, accounts payable, payroll, personnel, cash flow, and business office functions. Liaison to external and government auditors. Monitor internal controls. Forensic accounting.

Supervised staff of two

Implemented cash flow procedures to accommodate negative cash flow during economic downturn, relieving $60K per year

Implemented accounting system conversion in-house, saving $50K in consulting fees

Discovered misappropriation—handled internally

Some specific detail is omitted due to sensitivity of confidential information. Prior experience includes restaurants and fast food companies, serving in management positions/forensic assignments, including supervision and successful theft detection/prosecution.

Teaching Positions:

California State University, Stanislaus, Turlock, CA

Adjunct Professor – 2005 to 2009

Instruct students in Financial Accounting (ACC 2110) and Managerial Accounting (ACC 2130). Sample syllabus available upon request.

California State University, Stanislaus-Extended Education, Turlock, CA

Instructor – 2005 to 2006

Instruct students in a Certificate in Bookkeeping course using QuickBooks® by Intuit.

Learning Tree University, Irvine, CA

Instructor – 1995 to 1997

Instruct students in Bookkeeping I, Accounting Transactions, Computerized General Ledger, Applied Bookkeeping, Accounting and Business Decisions, Access, Lotus Part 1&2, WordPerfect Part 1&2, Word Part 1&2, Excel Part 1&2, Windows, Windows95, Introduction to PC's.

DeVry Institute of Technology, Pomona, CA

Adjunct Professor – 1993 to 1994

Instruct students in Principles of Business (MGMT-303) and Computer Applications for Management (COMP-410)/Lab (COMP-410L).

EDUCATION/CREDENTIALS

Certified Management Accountant (CMA), Institute of Management Accountants – 1991

Passed an examination covering accounting and related topics. Had work experience at a level where judgments are made using management accounting principles. Retained with continuing education (CE) credits. Scope of exam and CE include management accounting, cost accounting, financial accounting, finance, IT, ethics, and management.

BS in Management with concentration in Finance, Oakland University, Rochester, MI – 1981

GPA: 3.75. Graduated with high honors. Earned and maintained academic scholarships. Worked as a tutor/grader. Served as Secretary/Treasurer for dorm student council.

PROFESSIONAL MEMBERSHIPS/OTHER ACTIVITIES

Landmark Tabernacle, Atwater, CA – 2001 to current

Pro Bono Accountant including financial statement preparation and presentation to Pastor and lending institutions, training staff, and advising on financial management.

Institute of Management Accountants (IMA), Golden West Council, Central California Chapter and Orange Coast Chapter – 1990 to current

Member of Board of Directors of each Chapter and Council.

Positions held in Golden West Council:

Secretary, June 2018-Current

Vice President of Young Professionals, June 2014-May 2018

REST (Annual Conference held in Reno, NV each February) Support, June 2016-Current

President, June 2012- May 2014

President Elect, June 2010-May 2012

Regional Director, June 2008-May 2010

Positions held in Central California Chapter:

President, 2023-Present

Member of Board of Directors, 1997-Present

Delegate to Golden West Council, 2008-Present

Positions held in Orange Coast Chapter, 1990-1997:

Vice President of Communications

Director of Newsletter

Director of Special Events

Secretary

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