senior accountant
DESCRIPTION
Senior AccountantTRANSCRIPT
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