career profile

 

qualified professional with 15+ years of proven success in accounting, office administration, and financial management. spearhead vision, strategy, and execution of financial operations. highly analytical with strong knowledge of financial management, a/r and a/p, able to prepare financial statements with great accuracy and precision. maintain record of assets, liabilities, profit/loss, and payroll expenses. record of achievement developing and directing the activities of multifunctional personnel in ever-changing, dynamic environments. intuitive leader with astute ability to analyze business trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses. intuitive leader with acute business acumen and expertise in analyzing budgets, preparing periodic reports that comparing prospective costs versus actual costs. core competencies include:

 

 

technical competency in microsoft word, excel, dms systems with adp and ibm as400.

career history

 

reagan automotive group/reagan buick, 1987 c present

 

comptroller

• advise management on short-term and long-term financial objectives, policies, and actions.
• prepare daily cash reports, investment in commercial paper and directed all accounting functions with personnel for payroll, tax reports, general ledger reconciliation, accounts receivable, and accounts payable.
• analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
• provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
• compute, withhold, and account for all payroll deductions.
• direct and coordinate financial and budget activities to fund operations, maximize investments, and increase efficiency.
• conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
• create and maintain relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
• develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• lead staff training and development in budgeting and financial management areas.
• maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

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office manager / office manager trainee

• directed the success of a 6-member team; determined work schedules, production, delivered performance review, and took disciplinary action against sub-par work performance.
• formulated policies, managed daily operations, and planned the use of materials and human resources; determined staffing requirements, and interviewed, hired and trained new employees, or oversaw those personnel processes.
• administrated employee/health insurance benefits and has/disability programs.
• negotiated dealership insurance purchases to include workers compensation, garage keepers, open lot coverage, employee health insurance, disability insurance, dental insurance, life insurance and 401k programs.
• established and monitored dealership human resources, red flag, non-disclosure and safety programs to comply with federal and state laws.
• implemented departmental policies, goals, objectives, and procedures, conferring with management, organization officials, and staff members as necessary.
• monitored departmental activity to ensure that they efficiently and effectively provide needed services while staying within budgetary limits.
• reviewed financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.

 

education

 

bachelor of science in business administration (finance)                                                                   

university of northern colorado

 

community involvement

 

boy scouts of america scout master, 2008 c present

boy scouts of america soaring eagle district advancement chair, 2007 c 2008

boy scouts of america soaring eagle district popcorn kernel, 2005 c 2006