Highly-motivated retired professional with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
33
33
years of professional experience
4
4
years of post-secondary education
Work History
Started Non-Profit Organization
Amazing Grace Equine Therapy, Inc.
Camby, Indiana
09.2020 - Current
Worked with nonprofit attorney to set up the new organization.
Processed initial donation of $345,000 to purchase land and buildings.
Assisted in appointing board members.
Created documentation procedures for board meeting requirements.
Created form 990 for the year 2020.
Returned in 2022 to do 2021 filing of 990-EZ.
Returned in 2025 to bring up-to-date three years prior filings for form 990-EZ for 2022, 2023, 2024.
Currently working to regain nonprofit status due to automatic revocation of status not filing prior 3 years by the deadline.
Volunteer Non- Profit Accountant
Loyal Order of Moose Lodge
Beechgrove, IN
02.2024 - 08.2025
Reviewed and analyzed financial statements including Profit & Loss and Balance Sheet back to 2018.
Created Form 990 and Schedules A, G, O, for prior years back to 2018 and for current 2023.
Provided required documentation and worked with IRS to obtain reinstatement for Automatic Revocation.
Obtained forgiveness of IRS $3,500 penalty fee for non- filing.
Returned as volunteer to create 990 plus schedules to meet deadline for tax year 2024.
Supported efficient ongoing accounting procedures with administrative staff.
Accounting Manager Consultant
Robert Half & AccounTemps
Grand Rapids, MI
01.1993 - 08.2006
Worked as Consultant at small- to medium-size companies to implement or rectify accounting procedures.
Researched complex accounting issues and provided solutions to management team and on-site staff.
Performed payroll duties including verifying
documentation of migrant workers.
Conducted regular reviews of existing processes and procedures and suggest improvements when necessary.
Created reports summarizing current financial status by collecting analyzing and presenting key data points.
Assistant Controller thru Y2K Transition
MacDonald Industrial Products, Inc.
Grand Rapids, Michigan
05.1999 - 06.2002
Cash account management to meet daily requirements. Supervised and assessed 5 on-site accounting staff members, updated procedures to GAAP specification, implemented software changeover to accommodate Y2K changes.
Assisted Controller with interview and hiring of new accounting staff, participated weekly in corporate departmental meetings on current status of Y2K preparation and software update.
Coordinated finance departments in 4 other states, reviewed audited findings and recommendations with senior leadership team members.
Bookkeeping and Tax preparation for this Non-Profit Organization at All Things Possible Medical FundraisingBookkeeping and Tax preparation for this Non-Profit Organization at All Things Possible Medical Fundraising