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RELEVANT SKILLS & EXPERIENCE
• Public/Private Company Experience
• Great Plains, SunSystems, QuickBooks, Excel, Access
• Sales/Use Tax, Property Tax, Payroll Tax, EDI
• Flexible, can-do attitude
• Accounting System Conversions
• Recouped $50K on Business Taxes
• Achieved 35% Cost Savings on Office Supplies
EXPERIENCE
2008-2010
Consultant
•TAX-Aid 2010
•Anacor Pharmaceuticals (Biopharmaceutical)
• DonSueMor, Inc. (Bakery)
2006-2008
ThinkEquity, LLC (Financial Services – 160 Employees, $51-100M)
Accounting Systems – Great Plains, SunSystems
Accounting Manager
• A/R, A/P, Payroll, Insurance, Fixed Assets & Depreciation, Bank Reconciliations, Accruals, Prepaid Expenses
• Project Accounting, Expense Accounts, G/L Analysis, Inter-company Consolidation
• Monthly Financial Reporting, Month-End Close, Dept. Reporting Packets, Ad-hoc Reporting, Investment Valuation, Bank Compliance
• Sales/Use Tax, Property Tax, SF Business Tax, Government Filings
• FOCUS Reporting to FINRA, Weekly Dashboard, Yearly Audit
• Accomplishments: Accounting system conversion, speedup of closing cycle, recouped $50K on SF business taxes
• Manage, Motivate and Mentor staff of 4
2005-2006
Consultant
• Blackfoot Inc. (Applied Business Analytics)
• San Mateo County Transit District (Public Transportation)
2004-2005
NOW Corporation (Brand Marketing – 25 Employees, $6-10M)
Accounting Systems – Great Plains, MS Small Business Financials, QuickBooks Pro
Controller
• Accounts Receivable, Accounts Payable, Payroll, Purchase Orders, EDI, Accruals
• Project Accounting, Expense Accounts, G/L Analysis, Cash Flow Management
• Monthly Financial Reporting, Month-End Close, Ad-hoc Reporting
• Sales/Use Tax, Government Tax Reporting
• Conversion of Accounting System (Great Plains to Small Business Financials and QuickBooks Pro)
2003-2004
Pacific Auxiliary Fire Alarm Co. (Fire Alarm Systems – 25 Employees, $6-10M)
Accounting Systems – Real World, Vertical Market Software
Controller
• A/R, A/P, Payroll, Inventory, Accruals
• Project Accounting, Union Reporting, Cash Management
• Monthly Financial Reporting, Month-End Close, Ad-hoc Reporting
• Sales/Use Tax, Property Tax, Business Licenses, Government Tax Reporting
• Accomplishments: Conversion of Payroll Service (Paychex to Intuit Payroll)
• Manage staff
1997-2002
DASSE Design Inc. (Structural Engineers – 55 Employees, $6-10M)
Accounting System – Sema4 (Deltek), QuickBooks Pro
Business Manager
• A/R, A/P, Payroll, Fixed Assets & Depreciation, Bank Reconciliations
• Business Licenses, Property Taxes, Workers’ Compensation, Employee Benefits
• Project Accounting, Expense Accounts, Budget Preparation, Cash Flow Analysis
• Monthly Financial Reporting, Month-End Close, G/L Analysis, Ad-hoc Reporting
• Accomplishments: Implementation of budget forecasts, $25K cost savings on office supplies
• Manage staff of 2
1997
Consultant
• Douglas Broadcasting (Radio Stations)
• Lincoln Property Company (Real Estate)
• Trammell Crow Company (Real Estate)
1992-1996
L.E. Wentz Company (General Contractor – 50 Employees, $26-50M)
Accounting System – McCosker Corporation (AS/400 Platform)
Assistant Controller
• A/R, A/P, Fixed Assets & Depreciation, Payroll, Expense Accounts, Lien Releases
• Job Costing, Union Reporting, Network Administration, Cash Management
• Business Licenses, Property Taxes, Insurance, Mortgages, Workers’ Compensation, Health/Welfare Benefits
• Monthly Financial Reporting, Yearly Audit, 401k Administration
• Accomplishments: Implementation of Novell Network and Installation of Gateway into AS/400
SKILLS
IBM / Macintosh / AS/400 platforms: Microsoft Word, Excel, Access,
PowerPoint, Outlook, Great Plains, SunSystems, QuickBooks Pro, Lacerte
Tax, Capital IQ, Xtiva, Vertical Market, Sema4 (Deltek), FAS Fixed
Assets, ADP/PayChex/Intuit Payroll, etc.
EDUCATION
San Francisco State University – San Francisco, CA
Master of Business Administration – Finance
California State University, Northridge - Northridge, CA
Bachelor of Science – Accounting
LICENSES
CPA (CA - current/active)
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