20 years of Controller/CFO experience in small to medium-sized firms.Expertise covers manufacturing, service, non-profit and multiple-location entities.Performed due diligence in M&A transactions.Arranged and maintained banking relationships.Served as corporate Secretary-Treasurer.Improved accounting processes to significantly reduce period-end closing time.

Business Manager in the U-verse / Lightspeed Organization, providing weekly and monthly reporting to upper management for actual financial results, budgets, cash flow, employee turnover and headcount.Using Excel’s Statistical Tools, conducted ‘internal audit’ of employee and contractor timesheet entries to ensure proper recording of time. Documented and implemented required process changes.Created documentation on processes where none existed previously; conducted training sessions with the stakeholders to assure a smooth implementation. Held follow up meetings.Trained end-users on the use of various tools (Visio) to enable them to prepare their required reports.

Technical Architect, providing System Test technical solutions in Quality Assurance for AT&T enterprise-wide Payment Management and Collections Systems.Direct responsibility for 15 Team Members’ (Analysts and Senior Analysts) deliverables related to System Test.Managed multiple System Test Releases simultaneously, monitored testing progress, tracked estimated to actual hours, assessed jeopardies, and took required action when needed. Developed and nurtured a solid working relationship with business unit end-users of Payment Management and Collections Systems. They were invited to System Test Team calls, assessed our Test Plans, and provided post-release feedback on performance.Assisted in the creation and use of software tools that automated several manual tasks.

Analyst; then promoted to Senior Analyst in Quality Assurance, Payment Management Systems Test.Developed testing procedures for Account Collection Report and four related reports.Assisted in test planning and execution for Mainframe to Oracle Data Warehouse project.Used various desk-top, mainframe and in-house tools to develop and monitor test conditions.Worked in team environment with developers and application programmers.Involved in Y2K testing for Collection Management System.

IT Consultant working with several clients, including Ameritech (now part of AT&T).Complemented client staff to deliver IT solutions on time and within budget.

Monthly preparation of 4 Division financial statements, using Effective Management Systems software and various PC applications.Human Resource functions, including compliance and administration.Coached and evaluated seven employees.Improved annual audits in terms of preparation and date of completion.Improved cashflow of firm through better collection efforts and cash forecasting.Enhanced banking relationship through better communications and reporting.Involved in data processing function, including mini computer and PC’s.

Computerized preparation of quarterly consolidated financial statements for multiple-location, seven-company organization, using Great Plains Accounting Software.Performed all data processing functions, including systems design, purchase and implementation.Enhanced banking relationships, including annual budgets and financing requests.Performed turnaround of poorly functioning accounting department and improved accounting department communications with other members of the management team.Coached and evaluated three employees.Instituted annual budgeting process for all companies.Involved in acquisition of additional company locations.Attended trade shows in order to improve customer relations.

Controlled all financial and administrative functions of a four-location, multi-million dollar business, including mergers and divestitures.Directed all data processing functions, including systems design, purchase and implementation.Implemented and maintained the 401(k) and Cafeteria Plans.Improved banking relationships, including cash management services implementation.Selected, improved and maintained all insurance coverages.Coached and evaluated the performance of five employees.Performed all Secretary-Treasurer duties of the Corporation.

Designed and implemented various financial and tax reporting systems.Improved overhead allocation to various association activities as part of an IRS audit of Unrelated Business Income.Controlled all aspects of several Sales and Use Tax Audits.Directed the production of monthly financial statements for six separate corporations.Planned and supervised the activities of 15 staff members.Improved work efficiency and productivity through recommended computer software changes.

Instructed in the following courses: Managerial AccountingFinancial ManagementCost AccountingAccounting Principles

Part-time Instructor of :Managerial AccountingAccounting PrinciplesOffice and Clerical Mathematics

Retail farm equipment dealership.

Nationwide firm of CPA’s and Consultants.