Professional Profile

I am a CPA with more than 25 years of professional experience across an unusually broad scope of industries.

I have 13 years background in Public Accounting, with partnership level responsibilities in engagement performance for many clients in many different industries of all sizes, for many different types of tax, audit, and turnkey accounting engagements.

I have spent 12 years in industry accounting as the acting Controller for a mid-size Organization where I am completely responsible for the knowledge, performance, maintenance and design of the accounting system, the HR system and compliance with all federal, state and specialized industry tax filings as well as cash flow management, budgeting, and banking.

I spent two years in big Industry, as an Assistant to the Controller in a major multi-billion dollar mortgage banking firm where my primary responsibility was designing and preparing management reports to assess departmental and consolidated results of an insurance division, along with banking, treasury, G/L, A/P and reconciliation duties.

PROFESSIONAL EXPERIENCE

1994-present
CPA / Industry and Public

Responsible for complete accounting system, acting in Controller capacity. Responsible for the accurate and timely completion of all accounting, treasury, finance, audit and tax processes as well as special projects and custom-tailored problem-solving solutions. Advanced budget and Excel training for systems process and analysis. Hands-on cross-training and oversight of non-accounting personnel in Payroll and Accounts Payable under both Quckbooks and One Write systems. 2 full mid-year Accounting System conversions with attendant journal entries, reconcilations and employee training.

1995-present
McCoskey Associates, CPAs/Laura McCoskey, CPA

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. Including 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.

1987-1995
CPA-Nolan Trent, Certified Public Accountant

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 & hardware.

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.

Industries: insurance, real estate, manufacturing, retail, agricultural, construction, non- profit, professional service, education, municipal, oil & gas, restaurant, business leagues, and others.

1985-1987
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.

EDUCATION
Bachelor of Arts - 1988
University 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

PROFESSIONAL ACTIVITIES
1993-95 Board of Directors - Texas Society of CPAs
1991-93 Board of Directors - Dallas Chapter/TSCPAs
1991/92 "Outstanding Chairman Award" - Dallas Chapter/TSCPA
Chaired and served on numerous committees for Dallas Chapter and TSCPA
Dallas Chapter/TSCPA softball team

COMMUNITY ACTIVITIES
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

REFERENCES
Available on request