Site Build It! Certified Webmaster

Seasoned financial professional with proven international experience in project management, financial management and analysis, auditing, internal controls, business valuations, corporate governance and cost analysis.

Strengths include project management, policy and procedure development, systems reviews, business process reengineering, training and strategic planning.

Emphasis on cash flow management and cost reductions to maximize productivity and profits.

Industry experience includes credit union, banking, heavy equipment, software development, construction, logging, retail, manufacturing, professional practices, trucking, consulting, shipbuilding, forestry, optical, engineering, fabrication, not-for-profit, health care.
 

• Chartered Accountant (Canadian; equivalent to CPA)
• Master of Business Administration, Bachelor of Commerce (Accounting).
• Director - $900 million credit union, Central credit union, $50 million corporation. [TOP]

Present Retired

• Site Build It! Certified Webmaster

• Develop web site and e-Commerce presence as Project Manager, Principal Family Business Institute, Inc. Atlanta GA
• www.family-business-experts.com  www.familybusinessexperts.com
• Develop web site design and development service
• www.wizardskingdom.com
• www.financialmanagementwizards.com
• www.projectmanagementwizards.com
• www.wizardpublishers.com
• www.starting-online-business.com
• www.work-at-home-home-business.com

• Manage configuration and installation of project management software systems integrated with enterprise resource management financial systems [Epicor, PeopleSoft, Great Plains, Lawson, Geac. Acuity/Sage]
• Crisis management for projects which had become off budget/plan.

1997-1999 Audit Manager Robinson, Rabinowitz & Bernstein Atlanta, GA
  Local CPA firm

• Conducted audits, reviews and compilations; provided income tax planning; evaluation and selection of new specialized audit software and procedures; client Information Systems assistance.

• Assisted clients with all aspects of their financial management.

1996-97  Controller  B&W Systems, Inc. Atlanta, GA.
  Group of five mechanical contracting companies [HVAC]; report directly to CEO

• Financial management including: consolidated and internal financial statements, complex job costing, A/R, A/P, general ledger, taxes, payroll, budget, forecasting, group cash management, banking relationship, risk management.
• Reengineered financial policies, procedures, internal controls for tracking job costs, intercompany transactions, and complex cash management.
• Preparing for major software re-write for Y2000 date problem including contingency plan for major system conversion under tight time constraints in the event that the system cannot be re-written.
• Reengineered related organization, policies and procedures for effective reporting and control and tax compliance.

• Conducted audits, reviews and compilations; provided income tax planning; prepared returns; conducted business valuations and provided litigation support.
• Assisted clients with all aspects of their financial management. Successful in establishing major claim in Arbitration.
• Provided  computer,  financial and BPR services to firm’s clients. Responsible for firm’s computerization.
• Appointed Administrator by Supreme  Court of BC under The Condominium Act of 230-property strata development to develop and manage a workout plan to revitalize the development.
• Exemplary Accomplishment: guided several clients out of cash flow crises with a combination of cash flow planning and tough guidance.

• Performed internal audits of operating departments; engaged and supervised performance of contract audits by local CA firms; analyzed and resolved all outstanding audit queries raised against the Ministry by other government audit agencies.

Instructor, Business Division Camosun College, Victoria, BC, Canada.
  Sessional Instructor University of Victoria, Victoria, BC, Canada

Vice President, Director, Shareholder  Blue Chip Software, Inc., Victoria, BC, Canada

• Responsible for financial management and substantial role in preparation of Prospectus for IPO.
• Participated in development of microcomputer law office accounting package that won the prestigious Canadian Software Award. Responsible for control and design specifications; produced entire documentation.

• Financial management including: financial statements, A/R, A/P, general ledger, taxes, payroll, budget, forecasting, cash management, banking relationships, risk management, distributor relationship.
• Reengineered financial policies, procedures, internal controls for tracking new sales and trade-ins resulting in $1/2 million reduction in used equipment inventory and for managing inventory which resulted in $1/2 million reduction in parts inventory.
• Guided EDP conversion from service bureau to IBM S/34 under tight time constraints, including related organization, policies and procedures for effective reporting and control.

• Qualified as Chartered Accountant; various promotions to Audit Supervisor then Valuations Manager and Professional Standards Reviewer.
• audits; mergers, acquisitions, reorganizations to minimize income tax, matrimonial, estate planning [TOP]

1985 - 1995 Director Pacific Coast Savings Credit Union, Victoria, BC, Canada
  Open bond credit union; Canada’s fourth largest. $900 million assets, 140 basis points ROAA

• Served on and Chaired every committee. Served through period of major reorganization. Experienced in formulation of policy and procedures and related reporting to monitor the use of synthetic and derivative instruments; instrumental in ensuring that Board and management monitor and be prepared for mark-to-market valuation procedures.

1993 - 1995 Director BC Central Credit Union, Vancouver, BC, Canada

• Represented the four largest member credit unions (equivalent to #2, 18,19,20 in USA). Served on audit, finance, investment, lending, planning and legislation committees; instrumental in evolving internal audit role; instrumental in leading change in Board function and use of committees.[TOP]

• PC proficiency in Windows, DOS, LANtastic, Novell environments on Excel, Lotus, Word, Project, Access,  PowerPoint, dBASE II-IV,  several commercial and customized accounting software, RDBMS, 4GL.
• Major conversion under tight deadline from service bureau to IBM S/34.
• Total automation of two accounting firms including networking. Numerous system conversions including related controls for efficiency and effectiveness.
• Participated in development of microcomputer law office accounting package which won the prestigious Canadian Software Award. Responsible for control and design specifications; produced entire documentation.
• Remote backups.
• HTML/Internet/eCommerce [TOP]

 Master of Business Administration (MBA), University of Toronto, Toronto, ON
 Bachelor of Commerce (B.Comm.) - Accounting, University of British Columbia, Vancouver, BC [TOP]