Analytical Assistant Controller recognized for exceptional productivity and efficiency in financial operations. Expertise in financial reporting, communication, and leadership fosters effective team collaboration and problem-solving. Demonstrated ability to adapt quickly and master new skills independently. Strong work ethic and interpersonal skills contribute to seamless task execution and operational success.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Assistant Controller
National Trailer Source, LLC
Decatur
08.2021 - Current
Assisted in managing financial reporting and compliance processes, ensuring GAAP adherence.
Prepared monthly financial statements for internal review, analyzed, and validated the integrity of financial data.
Monitored cash flow and daily incoming and outgoing wires, adjusting based on operational needs.
Supported audits by compiling necessary documentation and producing comprehensive reports.
Developed internal control procedures to enhance process efficiency and improve department communication.
Collaborated with departments to ensure accurate reporting of financial information.
Provided insight and guidance to the software team to improve efficiency and address issues during the current software transition.
Managed the accounting team, investigating and resolving issues affecting inventory, accounts payable, accounts receivable, and payroll.
Business Manager
Mission Mountain School
Condon
07.1994 - 04.2022
Managed daily operations and resources for an educational environment.
Supervised administrative staff, providing guidance and direction to ensure successful completion of projects.
Performed all business accounting functions, including purchasing, accounts payable, accounts receivable, payroll, bank reconciliations, and financial reporting.
Consulted with CPAs on retainer for annual reports and tax preparation.
Accounting Consultant
Self-employeed
Seeley Lake
04.2001 - 07.2021
Provided independent services including payroll, accounts payable and receivable, budgeting, and financial statements, to a variety of small business clients and non-profit groups.
Engaged by Flagstar Bank to prepare loan closing documents for their local transactions.
Owner/Founder
Montana Equestian Tours, LLP
Condon
03.1996 - 10.2002
Developed marketing strategies that increased brand visibility and customer engagement.
Established vendor relationships to secure quality products and negotiate competitive pricing.
Trained new employees on company policies and operational procedures to enhance performance.
Directed daily operations,, ensuring compliance with regulations, providing a unique client experience, and efficient workflow.
Accounting Coordinator
Therapy Resources, Inc.
Novato
02.1992 - 07.1994
Processed vendor invoices and ensured timely payment approvals.
Coordinated with team members to resolve medical billing discrepancies efficiently.
Coordinated with team members to fulfill rehabilitation contract care and timely billing.
Processed accounts receivable and payable transactions, including journal entries and bank deposits.
Administrative Director
Century 21 Regency
Petaluma
02.1989 - 05.1993
Coordinated office operations and administrative procedures for real estate transactions.
Facilitated communication between clients, agents, and management to enhance collaboration.
Prepared financial and administrative reports and statements for management.
Negotiated contracts, relocation referrals while collaborating with lenders and title companies to effect a high ratio of successful transactions.
Managed financial activities such as accounting, payroll processing, AP, AR and budgeting.
Police Officer
San Rafael Police Department
San Rafael
09.1986 - 02.1992
Enforced local laws and regulations in the community.
Responded to emergency calls and incidents promptly.
Conducted thorough investigations of crimes and incidents.
Prepared detailed reports on arrests and incidents.
Utilized communication systems for effective coordination with dispatchers.
Protected citizens by preventing crime, enforcing laws and apprehending suspects.
Patrolled assigned areas to detect and prevent criminal activity.
Gathered evidence, interviewed victims and interrogated suspects to conduct thorough criminal investigations.
Attended training sessions to maintain proficiency in law enforcement techniques.
Conducted traffic stops in accordance with departmental protocol.
Arrested suspects following established procedures while exercising caution and good judgment.
Provided testimony in court when necessary concerning investigations conducted.
Performed CPR and other rescue techniques on individuals in medical emergencies.
Served criminal warrants and subpoenas to suspects in public and private locations.
Counseled victims of domestic violence regarding available resources and legal options.
Education
Associate of Science - Criminal Justice
Santa Rosa Junior College
Santa Rosa, CA
05-1986
Skills
Problem solving
Team leadership
Attention to detail
Audit assistance
Financial analysis
Cash flow oversight
Financial reporting
Affiliations
Horse breeding, riding and training
Bicycling and fitness
Cattle and poultry farming
Certification
Private Pilot
Ambulance First Responder
Property Management
Real Estate Sales Associate
Volunteer Organizations
Samaritan's Purse - Operation Christmas Child
First Baptist Church Learning Center - past secretary and board member
Condon Quick Response Unit - past treasurer, board member, ambulance first responder on-call for medical emergencies in rural, wilderness community.
Condon Community Church - past treasurer and board member