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SUMMARY OF QUALIFICATIONS

A results oriented financial professional with demonstrated auditing experience in both public and private sectors. Experience in reviewing existing financial operations and controls and providing solid recommendations for improvement where necessary. Provided tax counsel to corporations, partnerships, not for profits, and individuals. Experience in the electric, gas and wastewater treatment utilities in performing financial audits and rate studies. Worked with governments on the preparation and analysis of the annual budget. Controllership experience.

AREAS OF STRENGTH

PROFESSIONAL ACCOMPLISHMENTS

• Performed the first financial audit by an outside accountant for the local wastewater treatment plant, convention center, and enterprise zone.
• Developed a more efficient method in terms of the time needed to reconcile the cash balance per the general ledger to the corresponding balance per the bank statement for the local wastewater treatment plant.
• Identified a major computer error in the calculation of insurance policy dividends while at Prudential Insurance Company.
• Completed an audit of a Head Start Program for an organization in Chicago, which resulted in the awarding of a $2,500,000 grant.
• First internal auditor in the history of the local school corporation. Discovered an employee theft of funds in the amount of $35,000. Other accomplishments available upon request.

PROFESSIONAL EXPERIENCE

Certified Public Accountant

Internal Auditor/Purchasing

• Performed internal audits which evaluated and tested the effectiveness of internal accounting controls and tested compliance by the School Corporation to Board policies and procedures, state statutes and State Board of Accounts policies and procedures.
• When internal controls were found to be deficient, provided recommendations for improvement. Also worked with IT to improve deficient internal controls.
• Discussed audit reports with school principals, treasurers, and in some cases, the Board of School Trustees.
• Worked on special financial projects as assigned.
• Supervised and coordinated the letting of bids and RFP's for goods and services worth millions of dollars. Work included advertising of goods and services to be purchased, writing specifications and evaluation of bids and RFP's received in compliance with state law.
• Supervised employees in the central warehouse and the property control department. The property control department is responsible for maintaining fixed asset records worth millions of dollars plus it is responsible for moving these assets. The warehouse fills orders for various office and janitorial supplies for various schools and departments and delivers these supplies to the appropriate department or school.
• Supervised the physical inventory and ordered supplies when inventory quantities were low by analyzing these quantities on the computer.

Certified Public Accountant

• Private practice providing auditing, review and tax services for individual and business clients in various industries such as construction, retail, law, waste water treatment, and trucking to name a few. Work closely with clients in establishing tax planning strategies.
• Devised auditing procedures necessary for the expression of the audit opinion. Expression of audit opinion requires a thorough knowledge of GAAP.
• Supervised part-time employees in the preparation of financial statements and expense analysis.
• Trained staff in the use of accounting software.
• Consulted with outside professionals including bank representatives, legal counsel, and tax authorities.

Controller

• Performed the duties of the controller while in private practice.
• Supervised revenue processing, accounts payable, payroll processing, payroll tax preparation and reporting.
• Supervised monthly closing of accounting records and preparation of monthly reports, including financial statements.
• Attended monthly meeting of the Board of Directors to discuss financial operations and other related matters.
• Prepared annual budget and met with state officials to get the budget approved.

Staff Accountant

• Responsible for audit, review, and compilation work for clients in industries including electronics, trucking, railroads, insurance, utilities, school districts, and colleges.
• Prepared and analyzed financial statements and participated in compliance tests, flow charting, and expense analysis.

Internal Auditor

• Performed internal control audits and compliance tests on various operating divisions of the Mid-American Home office.

EDUCATION

M.S. in Accounting - ROOSEVELT UNIVERSITY - Chicago, Illinois
B.S. in Business/Accounting -- INDIANA UNIVERSITY -- Gary, Indiana
Licensed CPA - Indiana

Software Skills - Microsoft Excel and Word
Accounting Software - RDS, DAC Easy and Quickbooks

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