Controller/Accountant
Resume:
Dennis C. Moffitt
Lake Oswego, OR 97035
Day Tel: 503-***-****
Eve Tel: 503-***-****
Email: jfilcz@r.postjobfree.com
Summary
● Business Consultant 25 yrs
● Financial Analysis 25 yrs
● Estate Planning 25 yrs
● Tax Planning 25 yrs
● Merger & Acquisitions 15 yrs
● Advanced software skills with MS Excel, Word, PowerPoint, Access, Acrobat
● Experienced Public Speaker
Professional Experience
1992 – Current Advanced Planning, Problem Solving Consultant
Providing services to individuals and privately held small businesses, including:
● Advanced tax planning to individuals and business clients
● Comprehensive Estate Tax Planning
● Risk Management – Captive Insurance Company consulting
● Conceptual planning on various projects
● Life insurance planning and sales
● Employee deferred compensation planning
● Income tax and capital gain mitigation
● Bookkeeping/Accounting/Financial auditing
● Forensic analysis – Evidentiary preparation for litigation in criminal and civil matters.
● Computer support – Directing application development for new programs
o MS Office (Word, Excel, PowerPoint, Access)
o Various software packages, including AccPac, PeachTree, QuickBooks
● Project Manager –
o Mergers & Acquisitions of companies with enterprise value of $4mm to $130mm
o Insurance portfolio $20mm
o Estate Planning projects
1989 - 1992 Planning Group Member, Smith Barney, San Francisco Bay Area, CA
Financial Advisor and National Planning Group Program member, responsible for San Francisco Bay Area region, comprised of 10 local branches of Smith Barney. Provided financial planning services to high net worth clients, including:
● Estate planning
● Comprehensive planning for the divestiture of high value appreciated assets
● Sales of financial products
1983 - 1989 Certified Public Accountant, Self Employed, Santa Rosa, CA
As a self employed CPA provided engagement planning and implementation to small business clients and individuals:
● Engagement planning and execution for income tax, estate tax, estate planning
● Planning for sales of appreciated business assets
1979 - 1983 Certified Public Accountant, Pisenti & Brinker, CPAs, Santa Rosa, CA
Working at this full service public accounting firm I earned my CPA certificate while providing engagement planning and implementation to small business clients and individuals:
● Engagement planning and execution for income tax, estate tax, estate planning
● Pension plan administration
● GAAP Financial statement preparation
● auditing and analysis
● Trust accounting
● Tax Research
Education
Bachelor of Arts (Honors) Accounting & Management, Sonoma State University, Rohnert Park, CA
Associate of Arts, Criminal Justice, Santa Rosa Community College, Santa Rosa, CA
High School Diploma, Rancho Cotate High School, Rohnert Park, CA
Licenses
CPA (California, 1984, Expired) Securities, Series 7, Securities, Series 63 (Current)
Insurance, Life & Health (Current) Real Estate Broker, 1996 (Expired)
Software Skills
Excel, Advanced Access, Intermediate zCalc, Advanced
Word, Advanced Outlook, Intermediate LexisNexis, Advanced
PowerPoint, Advanced Acrobat, Intermediate
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