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Education
The University
of Texas
at Austin Austin,
TX
Master
in Professional Accounting, May
1992
Bachelor
of
Business Administration, Professional Program in
Accounting,
May
1992
*Graduated
with Highest Honors
Certified Public Accountant
(Florida
License)
Professional
Experience
5/2006-Present
&
6/1995-7/2003
Consultant
- Project Management, Financial
Management and Training
- Clients
range in size from Fortune Global
500 companies to large and small not-for-profits
- Projects
have ranged from 4 months to 5
years in various industries including Manufacturing, Healthcare,
Banking,
Sales, and Hospitality.
- Provide
a
combination of the following services:
- Project
Manage major company initiatives
from concept through implementation
- Includes
major software design and implementation
projects
- Integration
of new business acquisitions and
entity consolidations
- Process
review, development and
implementation of improvements utilizing LEAN principles
- Serve
also as additional resource on all
projects
- Serve
in high level finance role on interim
basis
- CFO,
Director of Finance, Controller,
Finance Manager, etc.
- Oversight
of annual external Audit and Tax
return preparation
- Consultation
and management in all Finance
areas (Financial Reporting and Analysis, Payroll, Accounts Payable,
Budgeting
and Forecasting, Industrial Engineering, Cost Accounting, etc.)
- Develop
training classes and materials and
hold training sessions on variety of subjects and software
- Hold
sessions for 1- 100+ employees
- Develop
web based classes to be taken
without instructor present, including voice-overs
- Account
reconciliation & research
- Development
and implementation of policies
and procedures
7/2003-5/2006
Community CarePartners, Inc.
Director of Finance
- Responsible
for financial operations for 3 entities
- Oversight
and responsibility for the following functions:
- Financial Reporting and Analysis,
Payroll, Accounts Payable,
- Cost
Accounting,
Budgeting, Cash Management, Training on Financial Concepts and Systems,
External Audit and Tax Return Preparation
- Communicate
operating results, variances and explanations to Executive
Management
- Develop
and
implement policies and procedures
- Significant
achievements include:
- Served
as
project manager or team member on various strategic, business and
financial
planning initiatives leading to a significant improvement in the
profitability
of the organizations
- Through
efforts on efficient operations, reduced expenses of Finance department
by
average of 15% per year
- Developed
a user friendly, efficient budget process, thereby reducing
organizational time
allocated to the budget process by 40%
- Revised
and automated cash management process thereby eliminating interest
expense and
generating interest revenue
- Achieved
100% on staff satisfaction survey in questions relating to personal leadership, mentoring,
motivation and
interpersonal skills
8/1994-6/1995
Computer Express
International
Account
Sales Executive/Technical Recruiter
- Primarily
responsible for new business development - Introduced company services
and
procedures to potential clients
- Discussed
and analyzed project requirements with existing clients
- Recruited
consultants for current and future project opportunities
9/1992-8/1994
Arthur Andersen & Co.
Senior
(In-Charge), Audit Division
- Received
advanced promotion to Senior level
- Developed,
supervised and performed audits of clients in a variety of industries
- Significant
SEC client experience including IPO's
Computer Skills Microsoft
(Excel, Word, PowerPoint, Visio, Outlook);
Adobe Captivate; Meditech, BPCS; SAP; Hyperion; Systematic; Kreg;
QuickBooks;
SQL; Numerous operating systems (Windows (XP, 2000, NT, 98 &
95), DOS,
UNIX); Software implementation and training
Activities
Significant
acting experience in Theater and Film
Languages
Basic
conversational Spanish & German
References
Available
on request
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