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Click here or scroll down to respond to this candidate Candidate's Name
Street Address Logan Drive Phone: PHONE NUMBER AVAILABLEFremont, CA Street Address
Email: EMAIL AVAILABLEPrincipal Areas of Practice I am an experienced Senior Accountant with more than twenty years experience in Accounting and Financial Reporting. My hands-on experience covers all cycles of accounting, from day-to-day applications (A/P, A/R, & Payroll) to more complex accounting including Financial Statement Preparation, Budgeting and Job Cost Accounting, primarily in small metal fabrication companies. Most of my experience consists of serving in Controllership and full charge bookkeeping positions. I also have Public Accounting, significant tax experience, significant financial analysis experience, and some semi-conductor, construction, and start up experience.
Professional ExperienceDuke Capital Venture, LLC 5/14 to 9/9/15 . Fund Accountant for real-estate purchasing and property management firm. . G/L, reporting, A/P, A/R. tax, insurance, payroll, analysis, and any other responsibilities assigned.Waypoint Group (formerly Wiel Brien, LLC.) 3/10 to 3/12 . Fund Accountant for start-up real-estate purchasing, LPO, and property management firm. . G/L, reporting, A/P, A/R. tax, insurance, payroll and any other responsibilities assigned. . Helped company with 40 single-family properties grow to over 1200 properties including 80 sales. . Helped company grow from two smaller funds to seven funds with capitalization of over 100M. Participation in planned startup of new funds with institutional investors.Independent Contractor VariousWorked as independent contractor for Northwood Proline, Inc. and MetroFraming, Inc. . Performed part-time accounting services for struggling companies including forensic accounting and reconstruction of financials.Robert HalfEngagements Include:Mattson Technology. Industry: Semiconductor Equip. Manufacturer 12/07 - 03/08Sr. Financial Analyst-Contract . Review and adjustment of all company wide cost centers . Preparation of managerial reporting for cost center Managers and Senior Management . Preparation of variance and budget to actual reporting for cost centers . Various other ad hoc reporting as requested by Operations Controller . Helped in preparation of next annual budgetSipex/Exar Corporation Industry: IC Technology Company 06/07 - 09/07International Accountant- Contract . Preparation of reports and all Quickbooks entries for specific International Subsidiaries of Sipex including Canada, China and France/Belgium during transition to Exar Corporate books . Reconciliation of assigned general ledger accounts with other team members . Preparation of assigned journal entries . Part of team to review daily cash for discrepancies and wire confirmations in and out . Part of team to control accounts payable disbursement process for internal control purposesArrow Sign Corporation Industry: Sign Manufacturer and Service Co. 06/06 - 02/07Controller . In charge of all accounting, reporting, tax and banking functions. . Directly managed a staff of three . Directly input weekly CBIZ payroll for all employees . Performed significant HR functions, PSP and 401K administration functions . Performed numerous lien, court action enforcement functions, and other legalR.F. MacDonald Co., Industry: Boiler Installation Manufacturer andService Co. 06/05 - 10/05Accounting Manager . In charge of accounts payable, receivable, payroll, general ledger and financial statement preparation . Reconciliation of all balance sheet and specific income statement accountsSanta Clara County District Attorneys Office, Industry: Government 04/04 - 05/05Grant Accountant-Contract . Worked as part-time Grant Accountant for the High Technology Theft Apprehension and Prosecution Program . Performed all accounting and reporting functions for this inter-agency California grantWavezero, Inc. Industry: Startup Technology 06/04 - 05/05Senior Accountant-Contract . Part-time accountant for a small startup reporting to European parent company . Performed all payroll, accounts payable, general accounting and reporting functions . Helped President with budget and forecast preparationDoo Wah Products, Inc. (sales 4M) Industry: Contract Metal Fabricator 06/00 - 07/03Controller . Hired as Controller after starting as a consultant to help sell the business. . In charge of all accounting functions and supervised one clerk . Initiated all new procedures for cost accounting and general accounting functions . Prepared Corporation for first time audit completed with no qualifications in 2001 . Created cash control system and re-organized accounts receivable and accounts payable functions to better control cash . Re-organized entire payroll system to integrate with the general ledger . Created daily cost accounting and data collection controls. Worked with Senior Production Management to improve Job-Boss processes and detailed cost reports . In charge of banking, insurance, HR, and reporting relationships.Tubetronics/Orbitek Eng. (Formerly HTB, Inc., Sales 25M) Industry:Contract Metal Fabricator 06/98 - 06/00Controller . Hired for six months as a Consultant to assist the Controller in first time audit of $25M aerospace tube and metal fabricator. . Hired as Controller in Feb. 1999 as the Controller in a permanent position. . Responsible for 1988 audit and preparation of financial statements after conversion to new manufacturing and accounting system software . Directly managed staff of six and in charge of all accounting functions . Starting in May, 1999, helped President with due diligence process culminating in the successful sale of HTB, Inc to new owners (Tubetronics), completed in December 1999.Chicago Title Company of Alameda County Industry: Title Insurance 1987 - 1997Controller . Directly managed accounting staff ranging from three to six . Maintained escrow trust accounts with average daily balance of twenty million and total annual cash transactions of over one billion dollars . Responsible for direct investment of Company funds of up to three million dollars . Responsible for all financial reporting, budgeting and forecasting for internal and parent company use. . In charge of audit coordination and all Insurance Commissioner reporting . In charge of all tax reporting to parent company and reporting to parent company consolidated returns . Directed all payroll, general ledger, accounts payable and general insurance functionsOther Experience:Public accounting experience (four years) at small, local firmsspecializing in corporate, partnership, fiduciary and individual taxreturns, write-up and financial statement preparation with some limitedaudit experience. Plus experience as a Controller in the Thrift and Loanindustry, leading all accounting cycles.Computer Experience: Visual Manufacturing (by Lilly), Job BossManufacturing, Macola, Oracle 11i, SAP, Solomon (Microsoft Version), Rent Manager, Yardi, Quickbooks, Excel(intermediate, v-lookup, pivot tables), Salesforce.Education: B.S., Bus. Admin, Concentration in Accounting, San Jose StateUniversity. Passed CPA Exam. |
