SSeenniioorr AAccccoouunnttaanntt

SSUUMMMMAARRYY OOFF QQUUAALLIIFFIICCAATTIIOONNSS

Results-oriented FFiinnaannccee PPrrooffeessssiioonnaall with over thirteen years of experience in financial analysis,

accounting, & management in a variety of industries. Proven ability to analyze processes identifies

inefficiencies / errors, and implements solutions that reduce losses and increase revenue. A hardworking leader

who is self motivated and works well independently or as part of a goal oriented team. Posses excellent

communication skills and excels in building strong long lasting relationships.

Technical expertise: SAP | Oracle Financials | Timberline | Solomon IV | QuickBooks Pro | AS400 | FAS Encore | FRX | Excel | Access | PowerPoint | Word | Outlook | Lotus Notes

PPRROOFFEESSSSIIOONNAALL EEXXPPEERRIIEENNCCEE

SSeenniioorr AAccccoouunnttiinngg AAnnaallyysstt –– FARMERS LIFE INSURANCE, Mercer Island, WA 2006 – 2010

(Farmers Life Insurance generates revenues of $6.4 billion annually).

• Prepared monthly general expense packages as part of the month end close.

• Prepared departmental annual budgets and forecasts.

• Performed monthly variance analysis and presented the results to the executive staff.

• Prepared monthly accruals; journal entries including posting the entries.

• Prepared CFO summary and external auditor requests relating to cash reporting.

• Reconciled various balance sheet and inter-company accounts as well as complex bank reconciliations.

• Prepared annual premium taxes for three different business units; prepared personal property taxes.

• Supported the development of capital projects through financial reporting, created and prepared monthly WIP schedule.

• Worked with project managers to review financial results, forecasting and support inclusion of capital projects in annual corporate financial plans and subsequent periodic forecasts.

Key Accomplishments

♦ Played a major role in the transfer of accounting duties back to Kemper Financial, by providing well documented files and extensive training to the Kemper staff.

♦ Changed the depreciation calculation on software and EDP equipment from five to three years in order to comply with statutory guidelines.

♦ Built a financial model to accurately calculate the monthly GAAP to Statutory adjustment on fixed assets in order to comply with both GAAP and statutory reporting requirements.

MMaannaaggeerr AAccccoouunnttss RReecceeiivvaabbllee – KIESLER ENTERPRISES, Glendale, AZ 2005 – 2006

(Privately held custom cabinet manufacturer with annual revenues between $1 - $10 million)

• Managed billings and collections; forecasted cash projections; performed job cost analysis; created and prepared monthly WIP schedule.

• Reconciled customer accounts; calculated and analyzed Days Sales Outstanding (DSO).

• Performed monthly bank certification calculations and reconciliations.

• Calculated earned revenue based upon percentage of completion; invoiced customers based upon terms of contract relative to percentage of completion.

Key Accomplishments

♦ Played a vital role in the conversion from QuickBooks Pro to Timberline.

♦ Improved quality and accuracy of reports provided to the executive staff.

SSeenniioorr AAccccoouunnttaanntt PPaaggee TTwwoo

PPRROOFFEESSSSIIOONNAALL EEXXPPEERRIIEENNCCEE

FFiinnaanncciiaall AAnnaallyysstt Revenue – SWIFT TRANSPORTATION, Phoenix, AZ 2003 – 2005

(Swift largest trucking company in North America with annual revenues of $3.4 billion)

• Analyzed customer contracts, billing, and payments to ensure compliance with negotiated rates.

• Analyzed existing business and RFP’s by completing sensitivity analysis on applicable lanes, market rates, average company rates and potential volume in order to determine best freight at the best rate.

• Researched payment history of top accounts to pinpoint and resolve short pay issues.

• Evaluated unbilled data in order to reduce overall DSO; authorized the write-off of bad debt.

Key Accomplishments

♦ Generated $2.1M in additional revenue through analysis of major contracts.

♦ Generated additional revenue by standardizing rounding methodologies within the price quote system.

♦ Increased efficiency in receiving billed revenue by analyzing data and recommending improvements in pricing, contracts, and billing processes.

FFiinnaanncciiaall AAccccoouunnttiinngg AAnnaallyysstt // FFuueell MMaannaaggeerr – MESA AIR GROUP, Phoenix, AZ 2001 – 2003

(Mesa Air Group is a regional airline with annual revenues of $1.3 billion)

• Solely managed all aspects of $120M annual fuel expenses; prepared the annual fuel budget and quarterly forecasts. Performed trend analysis on fuel expense and in to plane fees.

• Provided executive staff with monthly financial analysis and reports on the progress toward achievement of strategic financial plans. Provided ad hoc reports and tools to aid in executive decision-making.

• Prepared RFPs and negotiated fuel contracts on behalf of the corporation; established excellent relationships with fuel suppliers and fixed-based operators. Managed a staff of two fuel accountants.

Key Accomplishments

♦ Recovered $1.2M in fuel over payments after implementing new policies and procedures for fuel expense management and accountability. Increased efficiency in the fuel pass-through process.

♦ Transformed the month-end calculation methodology and analysis process to provide a more accurate and detailed fuel accruals and variance analysis.

SSeenniioorr AAccccoouunnttaanntt – UGLY DUCKLING CORPORATION, Phoenix, AZ 2000 – 2001

(Publicly traded subprime lender & used car dealership & with annual revenues of $600 million)

SSttaaffff AAccccoouunnttaanntt – CYGNET FINANCIAL SERVICES, Phoenix, AZ 1998 – 2000

(Privately held subsidiary of the Ugly Duckling Corporation with annual revenues of $100 million)

EEDDUUCCAATTIIOONN

FLORIDA INSTITUTE OF TECHNOLOGY

MBA in Accounting and Finance, 2011

ARIZONA STATE UNIVERSITY WEST, Glendale, AZ

B.S. in Global Business Management - Finance, 1998