Daniel Baumberger, Cma Email & Phone Number

Mills River, North Carolina, United States

Asheville, North Carolina, United States

- Prepare period-end financial statements and present to ownership.- Analyze and reconcile G/L accounts.- Monitor and assess company’s financial health through ratio analysis.- Coordinate with outside CPA firm to prepare tax filing.- Compile and submit bi-weekly payroll.- Analyze and assess financial exposure and/or liabilities and provide available remedy.

East Flat Rock, North Carolina, United States

- Make month end General Journal entries.- Enter daily production.- Make appropriate inventory entries and adjustments for physical counts.- Enter vendor invoices.- Prepare regular payment schedule, process, and prepare vendor payments.- Reconcile bank statements, credit cards, and vendor accounts.- Review sales order accuracy.

Asheville, North Carolina Area

• Accounting / Finance ConsultantClassic Paint and BodyController Performed month end close.
• Established processes and procedures for the accounting department.
• Established and implemented internal controls to safeguard company assets.
• Hired and trained new accounting personnel.
• Reconciled bank, credit card, and vendor statement monthly.
• Established and developed vendor relationships.

Telecommute

• Preparation of monthly Financial Statements.
• Implementation of internal controls.
• Creation and maintenance of operating budget.
• Financial data and trend analysis.
• QuickBooks Pro 2014 maintenance and oversight.
• Special projects as directed by the president.

Asheville, North Carolina Area

Created EXCEL workbook with historical financial data and performed analysis of key performance indicators for management.Experience with General and Subsidiary Ledger entries.Reconciled corporate credit cards, invoices, and account payables.Experience with IQMS accounting software.

Alpharetta, GA

• Provide pre-approvals, accurately assess buyers’ ability to purchase, originate and close residential home loans in support of Beazer Homes and Bank of America’s mutual goals.
• Ranked #1 mortgage loan officer for November and December 2011 in the country among the Bank of America loan officers dedicated to the Beazer Homes national account.
• Analyze customer financial statements including personal and corporate tax returns and income statements.
• Coordinate all parties (buyer, seller/homebuilder, and underwriting) to ensure financing is in place for the set closing date.

Alpharetta, GA

• Generate new mortgage business through referral. Provide level of service exceeding expectations of both customers and referral partners.
• Received recognition for highest customer service score in Branch, first quarter 2009.
• Contribute to Branch’s operations success; received recognition as having Highest File Submission Quality in Branch through first three quarters in 2009.

Greater Atlanta Area

• Made day to day operations decision to achieve P&L goals and required margins for branch office and presented the loan pipeline status to senior managers weekly.
• Supervised staff of 4 processors and 5 loan officers.
• Increased mortgage capture rate from approximately 45% to 65% from 2005 to 2008.
• Designated to conduct shut down of the Atlanta Branch office when the company ceased operations in February 2008.
• Monitored SOX compliance.

• Made day to day operations decision to achieve P&L goals and required margins for branch office and presented the loan pipeline status to senior managers weekly.
• Supervised staff of 4 processors and 5 loan officers.
• Increased mortgage capture rate from approximately 45% to 65% from 2005 to 2008.
• Designated to conduct shut down of the Atlanta Branch office when the company ceased operations in February 2008.
• Monitored SOX compliance.

Pompano Beach, Florida

• Achieved P&L budget and enforced compliance with corporate directed training and safety goals.
• Supervised staff of 3 shift supervisors, 1 office manager, and 40+ employees.
• Implemented inventory control systems.
• Selected to train the new site manager for the Houston, Texas facility in company policies, procedures, reporting requirements, and inventory control methods.
• Developed and analyzed budget in coordination with corporate management.
• Adjusted staffing and overtime based on business volume and budget variance analysis.

Asheville, North Carolina

• Ensured compliance with company, state, and federal safety policies.
• Measured, established, and enforced production rates and quality standards.
• Direct reports included 3 shift supervisors.
• Maintained and revised, as necessary, budget models and forecasts based on economic trends, sales volume, and changing expense forecasts.
• Participated in the development and implementation of processes and procedures for ISO certification.