Steve Pool Email & Phone Number

After many years working as an accountant, analyst, English and reading tutor, and small business owner, I wrote a book and produced a podcast series.

Portland, Oregon

Oversaw all accounting and financial functions, including GL, AR/AP, and payroll. Forecast annual budgets and financial projections. Collaborated with external CPA firms to prepare federal and state revenue filings, and complete year-end close tasks.Managed company's daily business operations. Oversaw the information technology systems and video-conferencing applications used for remote tutoring sessions.Developed curriculum for and taught English and reading comprehension courses for high school students preparing for SAT, PSAT, and ACT college entrance exams.

Charlotte, North Carolina Area

Organized monthly revenue accruals and monitored 12B-1, Sub T/A, and administrative marketing mutual fund fees for one of nation's largest financial institutions. Analyzed variance between received fees and forecasted revenue and provided comments for presentations. Prepared aging reports and accurately maintained rates and assets database of fund companies. Adjusted GL entries for mutual fund fees, broker payments, and marketing revenue share fees.* Saved $800K in project development costs for new software application database upgrade with careful research, analysis, and evaluation of in-house and external vendor options.* Improved operational efficiency with developed departmental data backup and recovery plan for critical applications and databases.* Co-facilitated launch and implementation of Office 2007 upgrade for department.

Charlotte, North Carolina Area

Provided wide variety of accounting services as member of large, well-established employment agency requiring attention to detail, team collaboration, and ability to adapt to changing work environments. Conducted daily accounting and month-end close activities, preparing GL, AP/AR entries, and reconciliation. Issued AP payments and AR deposits. Created reports for financial statements, weekly, and monthly pledge receipts. Researched IRS 501(c)(3) eligibility requirements related to donations. Audited and reconciled billing systems.* Clients: Girl Scouts of the USA, Pioneer Council; United Way of Central Carolinas; Hepaco, Inc.* Increased revenue by identifying over $100K in unrecorded billable hours for Hepaco, Inc.

Greater San Jose Area & Charlotte

Managed projects and provided technical design support to software developers and internet service providers. Developed databases for online authentication and commerce transactions. Configured, installed, and administered variety of systems, including servers, network routers, switches, storage, data backup, mail servers, DNS servers, and remote authentication databases requiring attention to detail and high level of accuracy.System Administration experience includes:Solaris, Linux, IRIX, HP-UX, FreeBSD, and WindowsCisco Core and Border Network RoutersRAID storage systemsUNIX and Windows Mail ServersWeb and DNS ServersRADIUS and LDP Authentication ServersShell Scripting and SQL scripting

Bachelor Of Science - Bs, Accounting, 3.95 Gpa

Activities and Societies: Magna Cum Laude, Alpha Chi National Honor Society, National Society of Collegiate Scholars

Master'S Degree, Accounting