CERTIFIED PUBLIC ACCOUNTANT
7 B Lane
Pursuant to your advertisement as posted on Careerbuilder.com, I would appreciate
your consideration of me for the position of Controller.
Based on a review of your listed job requirements and preferences, I seem to be uniquely suited to your position
as an individual who has the in-depth skills and experience in the wide range of necessary skills and characteristics that
I am particularly interested in "growing the company" through the accounting process. I am seeking a position as a financial
director for an organization that is cognizant of the contributions that sophisticated accounting techniques can bring to
the bottom line.
After many years of refining my skills in the Public Accounting arena, I would
like to focus my financial expertise on the operations of an entity that recognizes that it could enhance its fiscal success
through advanced process, accounting management, reporting and analysis techniques.
I am a CPA with over 16 years of experience. In my current position, I serve as CPA and continue to provide,
financial and management reporting, financial statement audits and tax planning, research and preparation, including advanced
Excel based financial analysis and training in various type of budgets for profit planning and control.
My most extensive experience is in public accounting, where I am responsible for the maintenance of client
accounts. I currently work with financial reporting and controller duties for multiple clients, as well as tax compliance.
This necessitates superior communication and public relation skills, as I am responsible for attracting, retaining and expanding
accounts. I also serve as an essential link between client's management and their staff regarding implementation, training,
and communication of accounting matters.
At Lomas & Nettleton, I was directly responsible for management-oriented financial reporting, producing
monthly operational and budgeting analyses, reports and graphs for multiple companies. These included individual unit results,
consolidated results, performance comparisons, budget variance analyses and sales forecasts. I also served as Cash Management/Treasury/Purchasing
for 10 regional Companies within the division.
I am a fast learner with excellent critical thinking, problem solving and communication skills. My energy
and dedication have led to advancement and respect in my professional endeavors. I believe that I have the necessary knowledge,
experience, and intelligence to quickly become a contributing asset to your firm.
I would appreciate your review of the enclosed resume in relation to your current needs. Please email or
call me if you need further information or to arrange an interview.
7 B Lane
SUMMARY OF QUALIFICATIONS
Seasoned Certified Public Accountant who is used to heavy responsibility, deadline pressures and public relations.
I have a can-do attitude and aptitude that allows me to thrive and excel in any position.
Completely responsible for solicitation and maintenance of client accounts. Appropriate delegation, training,
oversight and review of staff members.
Financial: Perform all general ledger and financial statement functions.
Know and adhere to OCBOA/GAAP and applicable industry standards. Perform analytical review of results. Budget setup &
analyze. Provide client support & training. Spreadsheet origination & maintenance of various management analysis &
reporting as required/requested. Consultation & forecasting.
Management Consulting/Controller: Serve
as turnkey outsourced accounting staff to entities. Includes policies and procedures, cash receipts & disbursements, payroll,
G/L maintenance, bank reconciliation, file maintenance, financial statement preparation, management interface.
Audit: Supervisor. Planning, program, Analytical Review procedures.
Internal control analysis, management recommendations. Footnote and report preparation, File review, and QC document standards.
Peer review results-full pass with no qualifying remarks or comments.
Tax: Federal, State. Personal, Corporate,
Individual, Partnership, Non Profit, Estate, Fiduciary. Research, preparation, consultation & planning.
Responsible for complete accounting system, acting in Controller
capacity. Advanced budget and Excel training for systems process and analysis.
Financial: Monthly maintenance of the
complete financial records of numerous corporate clients, including general ledger maintenance and review, financial statement
preparation and analysis, asset management.
Management Consulting/Controller: Review and restructure financial information to analyze specific
areas of operations. Identify income/expense trends; track various product lines performance. Set up of computer systems,
including hardware and software selections, training of staff and conversion of existing accounts. Communications software
Audit: Perform financial and internal audits. Test financial statements for conformity with GAAP
and review internal control structures for adequacy. Recommend changes that improve efficiency and control over company assets.
Tax: Knowledgeable and experienced in all major areas of federal, state and local taxation, including
partnership, corporate, and individual tax laws.
real estate, manufacturing, retail, agricultural, construction, non- profit, professional service, education, municipal, oil
& gas, restaurant, business leagues, and others.
Assistant to the Controller/Insurance Division-Lomas and Nettleton Corporation
Accounting: Responsible for the development and maintenance of monthly managerial financial reports.
Analysis of financial data of 10 different companies utilizing various Lotus 123 and dBase III models. Consolidation of financial
statements. Maintenance of corporate general ledger through journal entries summarizing divisional companies' PC-based general
ledgers and overhead cost allocations.
Management Consulting/Controller: Compile budget models and analyze monthly variances to identify
operational trends and problems. Produce sales forecast models to analyze potential for new product lines. Cash management
& treasury: tracking daily cash flow, making transfers, adjusting investments to maximize income, A/P for 10 companies.
Assist in the development, documentation and implementation of Divisional "Accounting Policies and Procedures Manual".
July 1988-September 1991
Free Lance Technical Writer-Mostad & Christensen Professional Marketing Services
Produced an average of 9-12 articles per year on various tax and accounting subjects.
Bachelor of Arts - 1988University of Texas at Dallas
30 hours of Accounting. Cumulative GPA 3.4
Member of Phi Theta Kappa honor fraternity, Dean's List, Honor Roll
Passed all four parts of the CPA Exam on first attempt, May 1987
At least 40 hours of Continuing Professional Education each year
1993-95 Board of Directors - Texas Society of CPAs
1991-93 Board of Directors - Dallas Chapter/TSCPAs
1991/92 "Outstanding Chairman Award" - Dallas
Chaired and served on numerous committees for Dallas
Chapter and TSCPA
Dallas Chapter/TSCPA softball team
1994 - Treasurer, Episcopal Church of the Epiphany, Richardson, TX
Volunteered for numerous organizations through the Volunteer Center,
Business Volunteer Council and the Dallas Chapter/TSCPA
Available on request