Areas of Practice
- Banking Relations
- Budge Preparation
- Business Plans
- CFO
- Controller
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Forensic Accounting
- Internal Audit
- Inventory
- Investments
- IPOs
- Policies & Procedures
- Process Improvement
- Project Financing
- Sarbanes-Oxley
- Set Pricing Structure
- Treasury
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Industry Lines
- Airlines
- Commercial Banking
- Construction
- Consumer Marketing
- Financial Services
- Insurance
- Manufacturing
- Medical Device
- Mortgage Banking
- Oil & Gas
- Real Estate
Computer Applications
- JD Edwards
- MS Excel (advanced)
- MS Visio
- PeopleSoft
- Platinum Accounting
- Real World Accounting
- SAP
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Education & Qualifications
- MBA Accounting & Economics-University of Alaska, Anchorage
- BBA Accounting & Economics-University of Alaska, Anchorage
License
- Insurance
- Securities-Series 6
- Securities-Series 63
Certifications
Principal Areas of Practice
- Fortune 500 Consultant
- Small Business Consultant
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MAJOR PROJECTS
Project Manager & Developer, GMAC – A large mortgage banking firm with $100 billion in mortgage bank servicing.
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Developed a complex model for strengthening the warehouse line of credit cash flow system within the newly established treasury department, which could potentially save the company up to $400,000 annually in bank fees. Also analyzed the main operating account for cost efficiency. Developed numerous monthly analyses of investments and borrowings, as well as other operating functions to test trends through charts and graphs for the treasury department’s internal reporting purposes.
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Served as Project Manager for a Sarbanes Oxley Desk Top Procedure project at GMAC/RFC. The project covered all the Finance Department, which included Loan Accounting, Mark to Market, Asset Management, and Accounts Receivables.
Senior Consultant, Residential Capital – A large financial institution
- Performed financial model validation (Risk Management) at the enterprise level.
Senior Consultant, SEC – Forensic Accounting
- Performed a forensic audit on a Minneapolis company indirectly for the SEC, indictments followed.
Senior Consultant, Mesaba Aviation – Commuter airlines.
Senior Consultant & Developer, United Sugars – The nations’ fourth largest sugar company, whose primary product is Crystal sugar, and whose primary customers are Pillsbury and Nestles.
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Developed a cash management system/model. The model was used to predict cash balances on both a weekly and monthly basis. The model predicted cash flow balances each week with less than a 5% variance, as well as provide graphing for actual and historical data. In addition, I developed the necessary procedures so that it could be used on a daily basis by an accounting technician.
Project Manager & Developer, Cargill, Inc. – A large, multi-national agricultural company.
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Developed an internal budgeting model for the corporate IT department. This included approximately 250+ employees and 100 contractors, 55 responsibility centers which rolled into 12 major units, totaling $70 million. In additional, the budget detail had to be transferred into Cargill’s company-wide accounting system.
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