EDWARD B. MITCHELL
Edgewood,WA
Summary
30+ YEARS OF TRANSFORMATIVE BUSINESS LEADERSHIP EXPERIENCE ACROSS MULTIPLE INDUSTRIES Results and profit-oriented leader with expertise in management, accounting, finance, and information systems. Proven success in creating an environment of ongoing optimization. Highly effective problem solver with an ability to see “the big picture.” A motivating manager noted for strong staff development ability. Technically savvy. Comfortable and capable of delivering presentations to audiences of all sizes. Outstanding rapport building, team building, and communications skills. Intelligent, innovative, and articulate.
Overview
37
37
years of professional experience
4
4
years of post-secondary education
Work History
CEO | PRINCIPAL CONSULTANT
Management Resources Consulting Group, Inc, Orchard
Port Orchard & Nashville, WA, TN
1994 - Current
- Direct all facets of self-built management advisory firm delivering a broad range of business solutions across accounting, corporate management, and information technology functions
- Interface with C-level client leadership to gather, analyze and translate specific needs into targeted strategies
- Source and secure new contracts with cross-industry clients ranging from small businesses to multinational Fortune 500 entities
- Plan and direct multistate projects against aggressive requirements
- Execute mission-critical functions for clients, including project management, policy and procedure development, workflow analysis, and spreadsheet modeling
- Formulated and implemented complex budgeting model to consolidate budgets from 100+ retail outlets into regional and corporate models without having to re-key data
- Worked with clients to provide financial packages to banks and investors for loans on projects
- Developed business plans and forecasting tools for clients
- Establish controls and processes for tracking $35M in consigned inventory across nine states
- Initiated changes between purchasing, accounts payable, and warehouse that dramatically increased accuracy and decreased processing time for processing vendor payments
- Worked with various companies to implement system changes, restructure and set up accounting systems, document and implement month-end and year-end procedures
- Taught CLE classes for lawyers on Sarbanes-Oxley (SOX) compliance
- Prepared Individual, Partnership, and Corporate returns (1120 and 1120S) for clients
- Early career roles included BUDGET ANALYST for The Boeing Company (Built, allocated, and managed $25M department budget)
- CONTROLLER for Jennison Enterprises ($6 Million manufacturing firm with 250 employees and Staff Accountant for Southard Beckham Atwater and Splett
- TAX PREPARER for Beneficial Income Tax Service.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Directed market expansions to propel business forward, meet changing customer needs.
- Established foundational processes for business operations.
- Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
ACCOUNTING MANAGER (CONTROLLER)
Best Tire Centers/Tires to you
Mercer Island, WA
2021 - 2022
- Managed accounting and finance team
- Managed all accounting, tax, finance, Purchasing, and Human Resources
- Worked with staff to develop them so they could work to their strengths
- Compiled management reports
- Coordinated financial statements
- Created and implemented a cash management system
- Developed annual operating budget
- Developed Flash reports and cash forecasting models
- Wrote and implemented new policy and procedures
- Worked post conversion to work out problems with a poor system conversion
- Managed banking reconciliations and monthly balance sheet statements.
- Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Educated accounting team on forecasting, financial statuses and financial strategies to assist in annual budget creation.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Initiated comprehensive account assessments to check viability, stability and profitability of business operations.
- Managed journal entries, collection efforts, reconciliations and payroll processing.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Implemented cost control procedures and cost management processes,
- Implemented budget and expense controls and financial policies by analyzing income and expenditures.
- Proposed and published metrics and KPIs to be incorporated into monthly financials and scorecards.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Generated sales tax reports for each operational jurisdictions, monitored bi-weekly payroll and prepared and paid out sales commissions.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Developed metrics for Sales objectives, supporting key sales results.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
CONTROLLER/CFO
Agility AVL
, WA
2019 - 2020
- Managed accounting and finance team
- Managed all accounting, tax, finance, Purchasing, and Human Resources
- Compiled Board of Directors and management reports
- Coordinated financial statements
- Created and implemented a cash management system
- Developed annual operating budget
- Developed Flash reports and cash forecasting models
- Wrote and implemented policy and procedures.
- Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Advised other executive leaders on strategies and intelligence to form relationships, understand current performance and set agenda for execution.
- Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Devised benchmarks to align goals and strategies with underlying financials.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
CORPORATE CONTROLLER
Tennessee Quick Cash, Inc
Nashville, TN
2017 - 2019
- Managed accounting and finance team
- Managed all accounting, tax, and finance of seven Tennessee and Puerto Rico Companies
- Compiled Board of Directors and management reports
- Coordinated consolidated financial statement audit of US and foreign entities
- Coordinated BSA Audits with the IRS for all locations
- Interacted with CPA firm for the Annual Audit
- Created and implemented cash management system and developed operating budget
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Worked with Four executives to create annual budget and track actual expenses against projected expenses.
- Created and distributed reports on internal and external finances, audits and budgets.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Oversaw annual audits, reducing banking requirements from full audit to compilation based on consistent accuracy of reporting.
- Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with finance and accounting departments.
- Prepared balance sheets, cash flow reports and income statements.
- Oversaw all aspects of monthly financial reporting and relationships with banks.
- Updated and reviewed financial reporting packages and managed financial reporting processes.
- Supervised and guided accounting staff.
BUDGET ANALYST
Boeing
Seattle, WA
10.1990 - 01.1994
- Exceeded goals through effective task prioritization and great work ethic.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Drove operational improvements which resulted in savings and improved profit margins.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Carried out day-to-day duties accurately and efficiently.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Saved $9,000,000 by implementing cost-saving initiatives that addressed long-standing problems.
- Participated in team-building activities to enhance working relationships.
- Improved operations through consistent hard work and dedication.
- Conducted research, gathered information from multiple sources and presented results.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
- Generated annual budget forecasting information for executive and corporate reports.
- Implemented budgetary monitoring techniques to improve corporate spending habits.
- Submitted recommendations to budgets and forecasts for approval or disapproval.
- Developed, analyzed and modified budgets to allocate current resources and estimate future financial requirements.
STAFF ACCOUNTANT
Southard, Beckham, Atwater & Berry
Port Orchared, WA
1990 - 1990
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Performed Client Write-up.
CONTROLLER
Jenninson Enterprises
Chino, CA
04.1987 - 12.1989
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Created and distributed reports on internal and external finances, audits and budgets.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
- Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Prepared balance sheets, cash flow reports and income statements.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Prepared external audit documentation and financial reports for [Type] operations with more than $[Amount] in yearly revenue.
Education
Bachelor of Science - Business Administration/Accounting
Biola University
Master of Arts - Christian Leadership
Dallas Theological Seminary
Dallas, TX 2018 - Current
Certified Business Manager (CBM), Association of Professionals in Business Management Certified QuickBooks ProAdvisor, Intuit Six Sigma Yellow Belt, 6sigmastudy - undefined
Skills
C-Level LeadershipStrategic Planning & ExecutionChange ManagementDue DiligenceGAAPMetricsAudit RepresentationHuman ResourcesTime ManagementSystem conversionsConsultative LeadershipAccounting ManagementInformation SystemsTechnology ImplementationM&A SupportMonth End CloseBalanced ScorecardTax StrategyGeneral LedgerBusiness StartupMulti Company ConsolidationsNew Business DevelopmentTeam Building & LeadershipInvestor & Board RelationsStrategic CommunicationsC-Level CollaborationForecastingBudgetsReconciliationsTax PreparationPresentationsIntercompany AccountingSoftware/Hardware UseMicrosoft OfficeQuickBooks EnterpriseWindows OSExcelMicrosoft DynamicsProjectSage (50,100,200)Adobe Creative SuiteMac OSWordGoogle DocsVisioATX Tax SoftwareTaxwiseProconnect Tax OnlinePowerPointMicrosoft TeamsOutlook
Business start up
Financial leadership
Corporate leadership
Policy development and optimization
Shareholder accountability
Operational leadership
Organizational turnaround
Process improvements
Budgeting
Policy Development
Financial Oversight
Financial Management
Cash Management
Operating budgets
Profit & Loss
Consulting
Operational Oversight
Operations management
Negotiation
Staff Management
Organizational leadership
Project Management
Business planning
Capital expenditures
Strategic planning
Business Management
Affiliations
Institute of Management Accountants
National Federation of Independent Business
American Institute of Small Business Consultants
National Association of Tax Preparers
Associations of Professionals in Business Management
Timeline
ACCOUNTING MANAGER (CONTROLLER)
Best Tire Centers/Tires to you
2021 - 2022
CONTROLLER/CFO
Agility AVL
2019 - 2020
Master of Arts - Christian Leadership
Dallas Theological Seminary
2018 - Current
CORPORATE CONTROLLER
Tennessee Quick Cash, Inc
2017 - 2019
CEO | PRINCIPAL CONSULTANT
Management Resources Consulting Group, Inc, Orchard
1994 - Current
BUDGET ANALYST
Boeing
10.1990 - 01.1994
STAFF ACCOUNTANT
Southard, Beckham, Atwater & Berry
1990 - 1990
CONTROLLER
Jenninson Enterprises
04.1987 - 12.1989
Bachelor of Science - Business Administration/Accounting
Biola University