Cole Scharton Email and Phone Number

Responsible for the company finance and operations. Managed accounting, HR, payroll, insurance, and operations in 9 states and 225+ employees with multiple divisions and equipment.

Responsible for the oversight of accounting processes and department, as well as the preparation of regulatory and financial reporting while ensuring compliance. Also responsible for creating key performance indicators by utilizing financial information and internal processes/procedures to create operational efficiencies throughout all operations in Ritchie Trucking, JBC Product Management and Bruce Logistics as they relate to both operations and accounting. This position is also responsible for management of the staff within the accounting department.

Position Summary: This position was responsible for creating key performance indicators by utilizing financial information and internal processes/procedures to create operational efficiencies throughout all operations in Ritchie Trucking, JBC Product Management and Bruce Logistics as they relate to both operations and accounting.Summary of Key Responsibilities: Worked closely with the Controller and all Accounting personnel to identify processes and procedures for improvement as they relate to billing and other Accounting personnel job functions.Acted as primary contact with our telecommunications, computer technology and electronic technology consultants to improve software maintenance and upgrades, computer maintenance and upgrades, phone system maintenance and upgrades and internet maintenance and upgrades.Acted as a primary contact with employees for issues related to telecommunications, computer technology and electronic technology.Worked with the General Manager to identify areas for operational improvements within each business as it relates to expenses.Created and maintained a budget for all Terminal Managers in each of our facilities to help identify areas for improvement in expenses, improve budgeting/planning and set goals.Created a process for Capital Expenditure Requests annually.Identified efficiency comparisons by facility and costs per delivery to help make staffing and operational expense decisions.Looked for partners nationally for vendors such as uniforms, temporary agencies, office supplies, cleaning supplies, etc.Review contracts with Contract Service Providers and negotiate CSP payments when a new CSP is contracted or an increase request is submitted.Established strategic goals by gathering pertinent business, financial, service, and operational information; identifying and evaluating trends and options; choosing a course of action; defining objectives; evaluating outcomes by strategically managing the P&L.

Turning your data into the product you need. On a project basis, I can assist your business with specific and complex Microsoft Excel work. I have a vast knowledge base in Excel, having taught advanced Excel workshops and trained businesses employees in beginning, intermediate and advanced Microsoft Excel, I have the skills necessary to help your business use your data in an effective way. I can help to generate custom reports and spreadsheets in the exact format needed in a very efficient time frame. If you need help in your business, please contact me. I would be happy to consult on any projects you have available.

• Developed and conducted an Excel training program and trained firm employees and members of the CalCPA Society. • Collaborated with the Fresno Food Expo and assisted in implementing the New Product Awards.• Member of the Food and Beverage Committee to help develop this niche for the firm.• Facilitated in the implementation of a new paperless document storage system to move the firm toward a paper free environment.• Created spreadsheets to assist clients with purchase opportunities to evaluate break-even and profit.• Coordinated with the Community Food Bank to have regular volunteer days for firm employees.• Prepared tax returns for individuals, partnerships, corporations, fiduciaries, gifts and tax planning, with an emphasis in agriculture.

• Founded and managed the Enterprise Zone program within the firm, which entailed vouchering employees, amending previous returns and preparing related credits.• Prepared tax returns for individuals, partnerships, corporations, fiduciaries and gifts.• Provided monthly and quarterly accounting services to clients.• Restructured the firm’s internal workpapers and spreadsheets to improve documentation and reconciliation.• Analyzed business operations of clients and provided consulting services to improve profitability.• Member of the TWIST (Torosian & Walter Information Systems Team).

• Prepared tax returns for individuals, partnerships, C and S Corporations, estates and gifts.• Elected to Staff Advisory Board to represent all tax staff in two offices. Spoke on their behalf to the executive committee of partners on a monthly basis.• Co-Founder of firm wide Speech Club to develop public speaking, marketing, promotional and sales conversations with people outside of the firm in an effort to better the employees’ soft skills.

• Tax and Audit• Performed substantive audit tests and walkthroughs• Interacted with client to ensure valid information and documentation• Completed returns for individuals, partnerships and corporations• Communicated with the IRS and FTB to verify client information

• Answer sales calls and emails from customers worldwide,• Planned the Fresno Magicians Swap Meet January 2007 and 2008,• Keep financial records in order and prepare quarterly statements

• Direct and develop events including Meet The Firms and Business Etiquette Workshops,• Delegated responsibilities while ensuring completion of tasks.• Authorized finances and reconciled allocated budget.• Generated new and successful fundraisers with new club technology such as Fall Finals Gift Baskets.

• Extensive management training.• Facilitate community events, e.g. Halloween For Kids and Lasallian Barbeque.• Uphold school policy to ensure a positive living environment.• Established a successful community through programming and community bonding.

• Generated Bank Reconciliation forms,• Sorted and edited out of date or incorrect financial information,• Managed and trained employees in procedures and computer software,• Reprogrammed company software for more efficient use