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Independent Trader Resume Example

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INDEPENDENT TRADER
Accomplishments
  • Prepared monthly financial statements, P & L, Balance Sheets, Cash Flow.
  • Arranged bank financing and leasing for major equipment purchases.
  • Created financial projections showing P & L, cash flow & payback analysis. Analysis showed effect of changes in estimates.
  • Created various what if options to show effect of changes in estimates.
  • Calculated & managed weekly and monthly cash flow needs during economic down turns.
  • Created custom database & sales reports for management such as sales history, salesperson commissions calculations, Work in Progress, & Percentage of Completions.
  • Calculated overhead, break-even analysis, and labor recovery rates on annual & monthly budgets and forecasts.
  • Controlled costs and negotiated medical, worker compensation, and business insurance.
Skills
  • Financial reporting in accordance GAAP.
  • Expert in QuickBooks Pro, Word, Excel and database programs.
  • Implemented multiple accounting system migrations to new software packages, i.e., A/R, A/P, G/L, P/L B/S and payroll.
  • Arranged bank loans, equipment and lease financing.
  • Instituted 401k & Trustee.
  • Negotiated, purchased, & controlled business, medical & workmen\'s comp insurance.
  • Established Budgets & cost projections.
  • Corporate tax planning.
  • Coordinated & worked with Auditors.
  • Letters of credit.
  • Percentage of Completion and Work in Process calculations.
  • Supervised 6 direct accountants and 7 indirect associates in payroll area for production of 6,0000 employees.
Work History
Independent Trader, 05/1996 to Current
Broadway Trading, Schonefled, Hold Brothers – New York, NY
Independent Stock Trader New York City.
Controller, 08/1992 to 05/1995
Climate Control International, operations in Turkey & Russia – Harrisburg, PA
  • Responsible for monthly financial statements.
  • International banking, letters of credit, federal and state tax filings.
Controller, 07/1991 to 08/1992
Dynasty Boats, Cullman , AL
  • Updated and improved supporting accounting records.
  • Produced monthly P & L, managed cash flow, and taxes.
Director of General Accounting, 02/1990 to 06/1991
Enstar Specialty Retail
  • Monthly & Quarterly financial statement for consolidation into SEC reports.
  • Supervised 12 associates. Company sales of $350,000,000, 3 divisions and 730 stores selling shoes, women's apparel, & general merchandise with 6,000 associates.
Treasurer, CFO, Controller, 08/1986 to 02/1990
Prawl Engineering, HVAC Contractor
  • Prepared monthly P & L, Work in Process Reports & custom database reports
  • Implemented and converted to new accounting software.
  • Responsible for overhead calculations & labor recover rates
  • Managed cash flow, Accounts Receivable financing, and collections.
  • Arranged bank and lease financing.

Education
Bachelor of Science: Accounting and Finance, 1977
University of Nebraska - Lincoln, NE
GPA 3.6/4.0
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Resume Overview

Companies Worked For:

  • Broadway Trading, Schonefled, Hold Brothers
  • Climate Control International, operations in Turkey & Russia
  • Dynasty Boats, Cullman , AL
  • Enstar Specialty Retail
  • Prawl Engineering, HVAC Contractor

School Attended

  • University of Nebraska

Job Titles Held:

  • Independent Trader
  • Controller
  • Director of General Accounting
  • Treasurer, CFO, Controller

Degrees

  • Bachelor of Science : Accounting and Finance , 1977

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