Accounting Consultant, CPA

Location preferences: San Francisco financial district or East Bay

EMPLOYMENT HISTORY

Accounting Management Consultant, via boutique consulting firm, 2003-Present

Clients include: Westaff-Interim Accounting Director, Shorenstein-Interim Assistant Controller, UCSF Foundation-Interim Assistant Director, Kaiser Permanente, Dreyer’s Grand Ice Cream, Wells Fargo Bank, Bank of the West, Pegasus Aviation, Babcock & Brown, Carl Zeiss Meditec, Lawrence Berkeley National Laboratories

· Assessed accounting system structures and converted an acquired company’s accounting system to PeopleSoft

· Managed leasing firm general accounting operations and transitioned operations to new management

· Increased UCSF Foundation donor records scanning capacity in excess of 50%

· Uncovered $500,000 manufacturing budget process errors by developing a multiple source analytical auditing tool

· Upgraded Bank Of The West remote ATM operations and procedures

· Evaluated PeopleSoft accounts receivable detail level mapping to the general ledger. Recommended clean up process to effectively use the accounts receivable sub-ledger for accounting and customer attribute reporting. Executed accounts receivable reporting enhancements and reconciliation procedures

· Established Wells Fargo Bank Regional Banking accounting training procedures. Managed bank derivatives group 300 general ledger account reconciliations

· Manage the accounting operations, accounting close, reporting, reconciliations, and the annual external audit

McKesson Corporation, Accounting Manager, San Francisco, CA, 2001-2002

· Managed $240 million prescription drug rebate revenue program forecasting, operations, accounting close and reporting

· Analyzed investment buy programs deferred revenue recognition. Analyzed revenue from prescription drug patent expirations and generic drug introductions

ReSourcePhoenix.com, Senior Accounting Manager, Alameda, CA, 2000-ceased operations

· Directed multiple accounting system conversions into a web enabled Oracle financial platform for clients in the Financial Services and Venture Capital industries. Evaluated accounting requirements during discovery meetings with potential clients

· Managed the accounting close, accounts payable, and financial reporting for multiple clients

Chevys Mexican Restaurants, Senior Accountant, Emeryville, CA, 1996-1999

· Managed property accounting personnel and operations

· Recouped $85,000 in prior years property tax assessments. Outsourced property tax compliance, appeals, and audit services. Negotiated a ten percent reduction in the outsourcing contract fee.

· Installed, Tested, and Managed the Company’s first fixed asset system and supervised the subsequent conversion to Great Plains. This system managed sixty percent ($100 million) of the company assets.

· Performed trend analysis for regions with over $100 million annual revenue

· Designed, Implemented, and Trained accounting personnel on account reconciliation policies and procedures

Safeway, Internal Auditor, Oakland, CA, 1994-1996

· Recaptured in excess of $50,000 in vendor merchandise allowances. Strengthened pharmacy operations access controls and inventory procedures. Developed construction department capital expenditure procedures

· Interviewed personnel, documented business operations, identified business risks and controls, recommended and presented audit findings solutions to senior management

Longs Drug Stores, Financial Reporting Analyst, Walnut Creek, CA, 1991-1993

· Recouped 1,200 hours annually for store managers by redesigning the store sales budget preparation and reporting process

· Analyzed internal operating performances and prepared financial reporting

Jones, Schiller & Company CPA's, Auditor, San Francisco, CA, 1987-1990

SOFTWARE PeopleSoft, SAP, Oracle, Great Plains, Excel, Access

EDUCATION Bachelor of Science, Business Administration - Accounting. California State University, Hayward

LICENSE Certified Public Accountant (CPA)

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