CERTIFIED PUBLIC ACCOUNTANT (CPA)
FINANCIAL, OPERATIONAL, AND INFORMATION TECHNOLOGY EXPERTISE
ENGAGEMENT MANAGEMENT
PROJECT SCOPING
PROPOSAL DEVELOPMENT
NEGOTIATIONS PRESENTATIONS
TEAM BUILDING
FINANCIAL / ANALYTICAL / PROBLEM-SOLVING SKILLS
I am experienced in dealing with business and accounting issues, systems, and technology deployments
Project Management: Works with professionals from diverse disciplines and backgrounds to plan, direct, and administer work efforts. Excellent written and verbal communication skills.
Functional Design/Testing: Creates designs that meet client functional requirements, and designs functional architecture to support user requirements. Documents test to ensure applications meet user requirements and functional specifications.
Business Process Acumen I Conversions: Applies knowledge of core business processes to assist organizations in altering outcomes. Plans and executes transition of new applications, minimizing the impact on users. Performed financial modeling and conducted variance analysis.
Industry Acumen: Develops and implements solutions based on industry-specific trends, opportunities, needs, and market/technology direction.
Quality Management: Ensures client-driven management methods focusing on continuous process improvement.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Certified Public Accountant
Synergy Consulting Group, Inc.
09.1989 - 09.2013
Partnered with clients in financial planning and business planning
Performed business analysis to deliver solutions in support of new and developing business strategies for improving bottom-line performance.
Executive Consultant
IBM
01.1990 - 12.1994
Provided leadership to local trading areas in establishing their consulting practices
Engaged in direct consulting with IBM clients to improve the effectiveness of their application development environment.
Consulting Manager
Deloitte
06.1986 - 09.1989
Helped organizations create their future through all aspects of engagement management and the development/deployment of the life-cycle of solutions
Emphasizing teamwork, I led 5-15 consultants and analysts in methodology-based consulting engagements to address business transformation and process improvement through information systems.
Senior Vice President
BarclaysAmerican/Financial Inc
01.1981 - 12.1985
As Controller and Manager of Information Systems, I directed 15 accounting and information systems employees in budgeting, financial analysis, cash management, system support, and policy and procedure development
Engaged in day-to-day problem-solving.
Consulting Manager
Andersen Consulting
06.1975 - 01.1981
Performed project scoping, prepared proposals, and made Powerpoint presentations
Developed project plans using Microsoft Project then led, coached, and mentored multi-disciplined project teams comprised of firm and client personnel.
Auditor
Peat Marwick Mitchell & Co
06.1971 - 09.1974
Served as a staff accountant and obtained CPA certification.
Education
Master of Business Administration (MBA) - Finance
UNC Kenan-Flagler Business School
BS of Business Administration - Accounting
UNC Kenan-Flagler Business School
Master of Information Systems Management -
Keller Graduate School of Management of DeVry University
Master of Project Management -
Keller Graduate School of Management of DeVry University
Skills
Accounting
Generally Accepted Accounting Principles (GAAP)
Auditing
Analytical Skills
Budgeting
Financial Analysis
Financial Reporting
Business Process
Project Management
Leadership
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
General Ledger
Account Reconciliation
Account Receivable
Account Payable
Finance
Financial Accounting
Financial Planning
Financial Modeling
Forecasting
Customer Service
Engagement Management
Project Scoping
Teamwork
Management
Communication
Presentations
Cash Management
Banking
Process Improvement
Research Projects
Strategic Planning
Data Analysis
User Requirements
Application Design
Problem Solving
Certification
Certified Public Accountant (CPA), Georgia
Certified Public Accountant (CPA), North Carolina
Timeline
Executive Consultant
IBM
01.1990 - 12.1994
Certified Public Accountant
Synergy Consulting Group, Inc.
09.1989 - 09.2013
Consulting Manager
Deloitte
06.1986 - 09.1989
Senior Vice President
BarclaysAmerican/Financial Inc
01.1981 - 12.1985
Consulting Manager
Andersen Consulting
06.1975 - 01.1981
Auditor
Peat Marwick Mitchell & Co
06.1971 - 09.1974
Master of Business Administration (MBA) - Finance
UNC Kenan-Flagler Business School
BS of Business Administration - Accounting
UNC Kenan-Flagler Business School
Master of Information Systems Management -
Keller Graduate School of Management of DeVry University
Master of Project Management -
Keller Graduate School of Management of DeVry University
VP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global GroupVP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global Group