• Strong project management skills
• Well developed budgeting and financial control skills
• Keen analytical and accomplished problem solving skills
• Seeks excellent rapport with everyone
• Proficient with MS Office
• Maintain current knowledge of all tax laws
Certified Public Accountant, California – Tax
Cal Poly State University, San Luis Obispo, CA – M.S. Taxation
Cal Poly State University, San Luis Obispo, CA – B.S. Business Administration
Rules, regulations and Code of Professional Conduct of the American Institute of Certified Public Accountants (AICPA); Pronouncements of the FASB, AICPA, GAO & GASB; Command of GAAP, financial statement presentations, generally accepted auditing standards as well as common audit procedures and techniques.
Project Manager for a Construction and Engineering Consultant Firm
KGA, Inc., Laguna Beach, CA
Prepare cost estimate spreadsheets. Manage organization of project files, including document inventory, cataloging and library database. Forensic accounting analysis for expert testimony.
Special Project Analyst for a Major Mortgage Lending Company
ALLSTATE FUNDING, Tustin, CA
Activity devoted or participated on special projects. These included: rebuilding vacation, illness and benefit records; specialized governmental and corporate reporting; and, financial and year end analysis.
Account Analyst for a Restaurant Holding Company, which owned/franchised 6 chains
AMERICAN RESTAURANT GROUP, INC., Newport Beach, CA
Directed and recorded financial transactions for over 200 Black Angus restaurants. Conducted special projects, such as converted fixed assets accounting between different applications.
Controller for a Computer Hardware Company
MICROMAC TECHNOLOGY, Aliso Viejo, CA
Managed and directed all accounting and financial activities. Prepared monthly/quarterly/annual financial and tax documents and reports. Provided primary financial contact with vendors, customers, and banking institutions.
Accounting Consultant for a Business Law Firm
PILLSBURY, MADISON, and SUTRO, Costa Mesa, CA
Reviewed client billing statements and lawyer billable hour worksheets. Prepared monthly reports, reviewed and processed A/R. Participated in joint activities with regional and national corporate office financial staffs.
Financial Consultant for a Private Practice Law Firm
LAW OFFICES of MARC VINCENT, Santa Ana, CA
Prepared financial earnings and damage estimates for use in personal injury litigation. Maintained client billing, A/R and general office accounts.
Accounting Manager for a Sound Specialist Firm
W.H.A. ENTERPRISES, INC., Lake Forest, CA
Managed and administered all aspects of accounting, which included responsibilities of payroll accounting, tax accounting, cost analysis, monthly and quarterly reporting and supervision of bookkeeping duties. Successfully represented company financial positions with State Board of Equalization and banking institutions.
Controller for a Commercial Land Developer
BENCO DEVELOPMENT GROUP, Long Beach, CA
Directed all accounting functions of 14 limited partnerships of retail shopping center projects. Scope of duties included monthly loan draws, A/P, A/R, financials, payroll, monthly/quarterly and cash flow reports. Worked directly with lenders, banking institutions, partners and investors.
Accountant for a Residential Developer
H.R. MORGAN & ASSOCIATES, Arroyo Grande, CA
Performed all accounting duties of tract home development projects. Duties included general ledger, bank reconciliation, payroll, taxes, profit margin and job costing. Worked extensively with subcontractors regarding contract terms and compensation.
Accountant for an Accounting Firm
ARTHUR ANDERSEN, LLP, Irvine, CA
Assisted in the preparation of the tax provision, maintained and organized tax records and assisted with special projects. Analyzed and assisted in the preparation of the tax provision for the quarterly and annual interim reporting periods. Reconciled current and deferred tax accounts; assisted in the preparation of the quarterly tax rates; documented quarterly tax provision processes which satisfied audit requirements, and prepared quarterly and year-end tax provision entries. Drafted income tax disclosures for public filings. Acquired required public work for certification.