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Senior Controller

Forward thinking leader with significant experience in multiple industries. Has

an ability to translate numbers into business reality. Executive-level business
and management consultant including governmental budget analysis. Track record o
f integrity and cost-savings results.
Treasurer for Cheda Knolls Homeowners Association. Manage and prepare $400K annu
al budget including year-end work with outside auditors. Managed $5.5M reconstru
ction fund during 3-year period.
Consolidated $36.5B budget for the Federal Office of Management & Budget.
$80M Non-Profit National Spill Response Company
Region Controller
Reporting to the Region Vice President and indirectly to the Vice President CFO
prepared and reported on various items such as budgets, expenditures, audits an
d special projects.
Prepared and reviewed annual operating budget to include distribution of monthl
y operating results, identifying problem areas and training supervisors to enhan
ce understanding of the results.
Reviewed and approved all region expenses according corporate guidelines and bu
Prepared and evaluated capital authorizations for qualification; Monitored and
reported status.
Maintained and reconciled regions checking account.
Prepares regions property lease schedule for vessels and properties.
Maintained regions fixed asset system to include reconciling to the general led
ger, asset movement and annual inventory counts.
Key financial person in all billable activities. Prepared all estimates and bil
lings to customer in accordance with company guidelines.
Assist in all internal and external audits.
Developed and updated budget templates necessary to determine business needs.
Initiated monthly and quarterly financial reviews with 8 supervisors to identif
y positive and negative results so budgets not exceeded.
Installed cost savings methods in office supplies $3K, postage $5K and other ad
ministrative areas.
$60M Parking and Transportation Company
Division Controller
Managed the SFO Shuttle Bus Division an organization with revenue in excess of
Senior Staff Member reporting to the CFO; frequent interaction with the Preside
nt and GMs.
Adept at managing multiple personnel and projects.
Responsible for all administrative functions of this seven-profit center entity
Prepared Monthly Financial Statements according to corporate timetable.
Prepared operating budgets, recommending improvements to operating groups.
All Treasury responsibilities: deposits, collections, transfers, and weekly cas
h flow analysis.
Prepared monthly invoices in minimum time for these contracts to maximize worki
ng capital usages.
Reconcile A/R to invoices including collections and delinquency reporting as ne
Review all A/P prior to processing; manage payments and vendor terms to maximiz
e cash flow.
Assist in financial aspects of business development.
Developed and updated budget templates necessary to determine business needs an
d profits.
Converted from non-integrated accounting system to Solomon IV through interacti
on with CFO; included financial reporting, account mapping, system design, repor
t writing, account reconciliations and deadline requirements. Reports updated to
address changing business needs.
Expanded cash flow technique, suggesting cash needs, freeing CFO to plan corpor
ate strategy.
Transformed manual payroll system into computerized system, including timely an
d accurate payroll reporting and 401-K administration.
Developed complex billing templates for clients. Invoices ranged from 4 to 50 p
International Property Managers Subsidiary of Equitable Real Estate
(Currently LaSalle Partners)
Project Accountant
Bank of America Project Designed and compiled annual budget for each of the 2,
600 properties; 19 million square feet through western US utilizing MRI accounti
ng system.
Created spreadsheet to provide quick response to client needs during budget sea
Prepared miscellaneous journal entries, resulting in streamlined reporting for
senior management
Improved accuracy of vendor ledger and 1099 performance, precluding audits.
Contracted with 10 different companies and handled payroll, accounts payable, re
ceivable, collections, and cash flow projections. Prepared monthly journal entri
es, financial statements, payroll, sales and property tax returns, year-end prep
aratory tax and audit work papers.
Clients included: Garrison & Associates, Stern & Associates, Dahlgren Control S
ystems, Ocular Sciences, Alvarado Street Bakery, Universal Biologics and Jay Hoy
t Bakery.
$1 Billion manufacturer of pulp and paper products
Control Analyst
Promoted from $30M division, functioning as assistant controller.
Cost Accounting Supervisor, Ripon Paper Division
Prepared Annual Budget. Integrated budget into daily workload, eliminating over
Prepared monthly financial statements and variance analysis.
Supervised 2 exempt and 2 non-exempt employees.
Bachelor of Science in Accounting - California State University Sacramento, CA
Member Institute of Management Accountants