Controller/Treasurer/Manager Resume Example

• Home base in Colorado contracting for clients in Las Vegas, Seattle, Fort Worth, Alaska and the Western Slope of Colorado performing services including but not exclusive to the following:


• Implemented FIMS (Financial Information Management System) for a community foundation.


• Audited Qualified Pension Plan of a public utility.


• Reconciled 6 inter-company bank accounts for a 24-month period and recovered approximately $1,000,000 in incorrect credit card charge backs and fee billing issues along with bank clearing errors.


• Write manual of procedures for Timberline Software Accounts Payable system.


• Consult with small businesses (for profit and not for profit), advising on organization and results of their operations.

Conducted analysis to address [issue] which led to [positive outcome].Increased sales by 17% over two-year period.Provided onsite training.Monitored multiple databases to keep track of all company inventory.Successfully led key projects which resulted in [positive outcome].Planned and executed [project].Effectively controlled the release of proprietary and confidential information for general client lists.Completed all company insurance renewals including property, Workers' Compensation, general liability, cargo, aviation and K & R documents.Prepared departmental contracts for attorney approval.Organized and coded all documents related to due diligence for acquisitions.Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies.Prepared routine legal correspondence and memoranda for attorney partners.Prepared correspondence, accounting and financial documents for analysis.

• Own and operate public accounting firm.
• Solely responsible for directing 4 employees and overseeing the competent and timely completion of all projects going through my office.
• Clientele includes sole proprietors, partnerships and corporations in various fields including retail stores, education, the arts, real estate, homeowners associations, property management, timeshare, restaurants, investments, and the environment.
• Install and implement computerized accounting systems.
• Formulate procedures and train personnel for clients and myself.
• Complete all applicable tax reports including sales and use, personal property, payroll and income taxes for corporations, partnerships, sole proprietors, individuals and not-for-profit entities.
• Compile financial statements for internal use and 3rd parties.
• Prepare budgets and do ratio analysis for reports to owners and Boards of Directors.
• Employ various techniques in tax planning and cash flow estimates.
• Provide litigation support testifying in court for clients in civil suits.
• Represent clients before the IRS.
• Crisis Accounting"-reconstruct books and identify and correct issues of companies with internal control and compliance problems.
• Own and use IBM compatible software packages including, but not exclusive to, Professional Office 2007, QuickBooks , ATX tax solutions, and TimeSlips Billing.