SUMMARY

Accounting executive with proven success impacting the bottom line by providing exceptional financial and systems abilities coupled with excellent team leadership and communication skills.

SKILLS SUMMARY

• Journal entry prep & review
• 15 Yrs Manufacturing
• Advanced MS Excel & Access
• ERP implementation experience
• Cost accounting experience
• Team player
• Analysis, costing & planning skills
• Pricing / bidding models
• Oral and written communications
• Project management experience

PROFESSIONAL EXPERIENCE & ACHIEVEMENTS

Workrite Ergonomics, Inc. Santa Rosa, CA

2008 – 2009
Confidential
Senior Financial Analyst (Cost Accountant)

Implementation of a fully loaded standard cost system in the Syteline ERP package.

• Prepared all journals related to Cost of Goods, including physical inventory reconcilations, income freight accrual (mostly container loads from China), and excess & obsolete reserve adjustment.
• Key member of inventory work group that reduced excess inventory levels by $4 Million, a 40% reduction, while maintaining on time delivery rates above 98%.
• Developed a detailed weekly Inventory value change projection.
• Wrote detailed illustrated Policy and Procedure documents relating to Physical Inventory Procedures, Cycle Counting Procedures, and Return To Vendors Process.
• Performed extensive functional and cost accuracy testing, implemented and rolled the standard costs. The resulting variances in the first month were very low.

• As a key member of the leadership team, contributed to the implementation of an integrated Manufacturing / General Ledger system. The project came in on time and within budget. My major contributions were in system configuration, data preparation for upload, cost rollup and validation.
• Helped the company avoid signing a potentially costly and one-sided consulting agreement, by locating a more experienced consulting company whose terms were more favorable. At risk was a $1.5 Million dollar implementation cost with no guaranteed results.
• Continually developed valuable exception reports to prevent purchase price variances, count adjustment variances, and inventory valuation adjustments.
• Provided leadership during the implementation, resolved differences, developed practical solutions to company specific information needs, and helped the company achieve its mission.

• Performed cost accounting functions including: monthly raw material and finished good reconciliations, posting inventory transactions for raw materials at outside locations, resolving inventory related EDI errors, managing the annual physical inventory, issuing monthly hold/old/obsolete inventory reports, preparing inventory reserve schedules, approval of raw material warehouse storage invoices, and working on the development and improvement of labor and purchase price variance reporting.
• Reduced the time required to reconcile the 8 outside warehouse inventories by 50%.
• Detected a billing error on a monthly storage invoice that saved Amy’s $60K.
• Developed an in transit report that reduced inventory item/lot/quantity errors by 80%.
• Reduced EDI errors 50% by taking control of daily shipment confirmation process.

• Managed Financial Planning & Analysis functions at the Santa Rosa branch office including: preparing of forecasts and budgets, investigating variances, finding profit opportunities, and preparing user requested analysis and reports.
• Automated reports previously prepared offline by CPA firm at annual savings of $52K.
• Increased revenue by $35K annually by implementing a nightly exception-reporting program to uncover missed billings.
• Discovered method for mass updating A/R history files saving over $19K in labor costs.
• Researched and recovered historical data to successfully defend Waste Management in multi-million dollar lawsuit.
• Recommended profit improvement suggestions that turned around an unprofitable line of business.

Confidential, Rohnert Park, CA
Cost Accounting Supervisor 2000 – 2001

Provided all cost accounting and financial analysis, including: monthly variance analysis, review standard costs, identify both costing errors and potential cost savings, manage physical inventory process, prepare periodic inventory reserve analysis, supervise cycle counter in the review of inventory transactions and approve inventory adjustments.

• Developed a report showing possible inventory transaction errors – enhancing the effectiveness of our cycle counting program, improving inventory accuracy and with estimated $30K savings in excess inventory purchases.
• Designed and implemented a PO matching program that eliminated A/P vouchering errors while speeding up preparation of A/P accruals by 12%.
• Systematized monthly inventory reconciliation process decreasing time required by 75%.

• Implemented a nightly exception reporting system to detect needed bill of material changes to insure accurate operation of integrated manufacturing and inventory program’s issuance of materials at an estimated excess inventory savings of $60K.
• Generated a prioritized open purchase order tracking system, increasing purchasing agent efficiency by focusing their attention on critical parts shortages.

• Cost Accountant, Confidential, Santa Rosa, CA 1996 – 1997
• Marketing Consultant, Confidential, Turlock, CA 1992 – 1996
• Director, Center for Management Development, CSU Stanislaus,Confidential, Turlock, CA 1991 - 1992

Provided critical systems and financial analysis during several major profit improvement projects.

• One of the first persons to start using an IBM PC – became an advanced Lotus 123 spreadsheet user, with skill in developing sophisticated macros.
• Member of team that developed a product mix profit model for Turkey products like sliced and packaged ham, pastrami, & oven roasted breast.
• Performed time and motion & operational analysis of plant operations as member of a team that included Engineering, Internal Audit, Manufacturing, and Finance. Our efficiency recommendations saved the firm over $300K annually.

Master of Business Administration, Finance and Marketing
Post Graduate Work, Social Psychology
Bachelor of Science, Psychology

CONTINUING EDUCATION

Accounting & Economics studies
Activity Based Costing
Quality and Productivity Improvement
Human Relations and Public Speaking

TECHNICAL SKILLS

Advanced Microsoft Excel and Word competencies
Experience with IBM mainframe, NT server based systems and AS/400 systems
Skill in data mining and report writing using Access, Cognos, and SQL
Hands on experience with 6 Integrated Manufacturing/Financial packages, including:
Syteline, IFS (Industrial & Financial Systems, Inc.), Intenia’s Movex, People Soft, Data Systems II, and Chouinard & Myhre