(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Motivated accounting professional with over 25 years of experience in financial analysis, reporting, budgeting and strategic planning. Focused on maintaining accurate, compliant records and controls. Responsive to dynamic operating conditions. Detail-oriented and methodical with excellent mathematical skills, GASB expertise and GAAP knowledge.

  • Knowledgeable in Accounting; GAAP/GASB
  • General ledger accounting, A/R, A/P, H/R, Payroll, and Financial statement analysis
  • Proficient in Microsoft Office; Outlook and Excel, Peoplesoft, Quickbooks Online, and BSA Software.
  • Strong verbal/written communication
  • Goal-oriented; quick learner; high attention to detail
  • Exceptional problem solver; organizational strengths
Oakland University Rochester, MI Expected in 12/1996 Bachelor of Science : Accounting - GPA :
Aquestive Therapeutics, Inc. - Accountant
Los Angeles, CA, 03/XXX0 - 02/XXX1
  • Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
  • Attended MGFOA Annual Fall Training Webinar; as well as attended several Plante and Moran Webinars regarding GASB Updates; including but not limited to GASB 87 Leases, and How COVID-19 affects Single Audit.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files while working remotely.
  • Investigated and resolved discrepancies in monthly bank accounts; including reconciling the General, Payroll, Investment, and Tax Account.
  • Daily review and posting of cash receipts for Treasurer Department.
  • Grant Accounting including but not limited to: accounting and preparing documents needed for Coronavirus Relief Local Government Grants (CRLGG) program that was created under XXX0 Public Act 144, First Responder Hazard Pay Premiums Program (FRHPPP), and Public Safety and Public Health Payroll Reimbursement Program (PSPHPR).
  • Maintained accurate accounts for cash, A/R, fixed assets and other accounting transactions for Water and Sewer Department.
  • Reviewed coding on invoices and other records to maintain organized and accurate records.
  • Prepared year end documents for Township Audit with Plante and Moran.
Berry Global Group Inc. - Supervisor II - Accounting
Muscatine, IA, 05/2006 - 11/2019

Parks and Recreation (P & R) Accounting

Supervisor II, March 2019 - November 2019

Water Resources Commissioner (WRC) Accounting

Supervisor II, February 2016 - November 2019

Accountant II, and III, January 2007-February 2016

Medical Care Facility Accounting

Accountant 1, May 2006 - January 2007

  • Functioned as a supervisor; within Oakland County Fiscal Services Division; over a group of professional, para-professional and clerical employees. Trained internal staff members on administrative processes, work instructions and procedures to facilitate consistent and seamless county operations for various departments. Instructed, assigned, scheduled, checked, and appraised performance and recommended employees for increases or promotions. Effectively made recommendations on hiring, disciplinary action and discharge.
  • Performed all related accounting functions including but not limited to general ledger accounting, accounts receivable and accounts payable for a portion of Oakland County general fund, proprietary funds (both internal service funds and enterprise funds), special revenue funds, capital project funds, and debt service funds.
  • Assisted Chief with coordination of year end processes for assigned staff, including training and/or guiding staff with preparing financial statements, cash flow statements, and year end asset reports for preparation of Comprehensive Annual Financial Report (CAFR) for assigned departments.
  • Oversaw appropriate accounting, budgeting, and/or rate setting support provided by WRC within the Fiscal Services Division. (WRC enterprise funds have approximately $400 Million in assets)
  • Ensured that fiscal services practices were in accordance with accepted techniques, GASB, and legislative requirements.
  • Participated in RFP group as an alternate SME for asset management portion of software to choose the new financial system; Workday; for Oakland County.
  • Provided auditor assistance for both internal and external auditors for both Oakland County and other municipalities.
  • Prepared and/or assisted in the preparation of a variety of financial reports and documents for the Oakland County Board of Commissioners, federal, state, and local agencies.
  • Prepared the Annual Report for the Oakland County Water Resources Commissioner Office which consisted of approximately 600 different funds.
Us Government Other Agencies And Independent Organizations - Controller
Lodi, CA, 09/2000 - 05/2006
  • Assets of Carb-R-All, Inc., PCD of America, Dia-Tool and Spiral Carbide were purchased by DCT Company, LLC. Approximately $5 Million sales annually.
  • Integrated records of all four companies.
  • Prepared monthly financial statements.
  • Maintained general ledger, including the consolidation of three different software packages.
  • Prepared weekly collateral bank reports, handled mandated bank collateral audits, and acted as a liaison with the bank for all financial needs.
  • Supervised A/R, A/P, invoicing, and collections and Cash Discbursement staff.
  • Supervised human resources staff and prepared payroll for over 70 employees.
  • Assisted outside CPA firm with year-end audit of company's financial statements.
Aquestive Therapeutics, Inc. - Staff Accountant
Portage, IN, 09/1999 - 08/2000
  • Compiled financial statements.
  • Assisted in the preparation of reviewed financial statements.
  • Assisted in the preparation of audited financial statements.
  • Prepared corporate, as well as, individual tax returns.
  • Prepared payroll and payroll tax forms.
Oakland County Community Mental Health Authority - Accountant
City, STATE, 10/1994 - 06/1999

Accountant, December 1997-June 1999

Jr. Accountant, June 1997-December 1997

Account Clerk II, September 1996-June 1997

  • In Jan. 1999, Oakland County Community Mental Health was separated from Oakland County and became its own separate entity, thus, was responsible for the coordination of many new accounting processes and procedures necessary to make the transition.
  • Prepared financial statements including, Balance Sheet, Statement of Revenues and Expenditures, Variance Report, and Statement of Cash Flows; Accounted for $170M annual budget.
  • Supervised accounts payable and accounts receivable staff.
  • Receipted for all deposits/wires from Medicaid, Medicare, Blue Cross, MORC and Commercial Insurances.
  • Performed billing and auditing duties for over ten CMH agencies and reconciled over 300 A/R accounts.

Oakland County Department of Management and Budget

Financial Support Staff, October 1994-September 1996

  • Promoted to position from internship.
  • Supported budget managers and eight analysts who plan, publish, and monitor the Bi-annual budget process for Oakland County.

XXX1 National Association of Certified Public Bookkeepers:

Payroll, Bookkeeping, Quickbooks Online, and Accounting Analysis.

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