Rick Scheffel, Cpa Email & Phone Number

Atlanta, GA, US

Atlanta, GA, US

• Performs audits (compliance, operational and financial) of all departments at our corporate offices and furniture manufacturing facilities based on assigned risk ratings.
• Schedules audits, coordinates document requests, reviews data, and summarizes results.
• Documents business processes, performs tests of controls, and prepares audit reports for Management/Audit Committee.

• Responsible for tracking costs associated with warranty claims.
• Performed analysis on Product Development Sales Agreements.
• Verified the existence of excess assets used on a $1.5 billion transmission project.
• Facilitated the transfer of excess assets to other company projects.

Kansas City, MO, US

• Responsible for providing an outstanding client experience by utilizing interview techniques that help determine a client’s needs.
• Provided accurate and complete individual tax returns, using a high degree of ethics and integrity.
• Increased billable revenue by 40% over prior year.

• Created and monitored an investment portfolio through market analysis, fundamental and technical analysis of emerging markets, international, and small to large cap stocks.

• Lead and directed, with limited supervision, the accounting functions for multiple entities; Business Markets, Communications, and Healthcare with annual revenues exceeding $58 million.
• Oversight of the Accounts Payable Department with annual expenditures totaling $115 million.
• Performed account and variance analysis on performance against budget/forecast versus actual.
• Worked closely with operational executives, auditors, and customers to provide financial advice and interpretation of data.
• Consolidated General Ledger activity in accordance with GAAP from the various collection systems in area of responsibility through the use of journal entries.
• Reviewed and prepared balance sheet reconciliations while providing timely resolution on reconciling items.

• Financial and administrative support for 30 retail locations with revenues of approximately $30 million.
• Prepared weekly forecast and budget variance analysis for corporate and regional management.
• Acted as Credit Manager to the retail locations.
• Field contact for software issues, including but not limited to licensing, users and ad hoc reports.
• Ensured that retail locations had adequate supply of propane inventory for resale.
• Acted as purchasing manager for major asset purchases.

• Sarbanes-Oxley (SOX) auditor for the State Healthcare division, which represented approximately $500 million in annual revenues.
• Analyzed and audited financial statements and monthly reports.
• Examined accounting/statistical records, interviewed appropriate personnel to assess accuracy of departmental records and effectiveness of internal controls.
• Identified internal control issues and inefficiencies and made recommendation for improvements.
• Generated reports to examine efficiency/effectiveness of internal systems.
• Maintained appropriate documentation for areas of responsibility.

King Of Prussia, Pennsylvania, US

• Financial oversight for a four state region consisting of 11 markets and 96 retail locations with revenues of $172 million and net assets of $95 million.
• Prepared the annual financial and capital budgets.
• Developed budgets that promoted ownership by the Market and Field Managers.
• Conducted variance analysis on performance against budget.
• Recommended corrective measures to ensure achievement of financial objectives.
• Coached Market Managers and Field Managers on financial topics.

King Of Prussia, PA, US

• Trained and coached staff in proper auditing procedures for the company’s retail locations.
• Developed and promoted the initial phase of automating the audit work papers.
• Supervisory responsibility for Staff Auditors.
• Conducted operational and financial audits of the propane retail locations.
• Performed due diligence reviews for acquisitions.
• Corporate audit work included: Auditing of the Company’s Year-End and Quarterly Financial Statements, Treasury Reviews, and audits of the Employee Benefit Plans