|
| |
-
SPECIALIST FOR
NON-PROFITS AND THEIR AUDITORS ~ INDIRECT
COST RATES ~ COST ACCOUNTING SYSTEMS ~
FEDERAL AGENCY LIAISONS
-
INDIRECT COST RATE
CALCULATIONS ~ COST ACCOUNTING SYSTEM
DESIGNS IN ACCORDANCE WITH FEDERAL COST PRINCIPLES
~ GRANT AND FUNDING PROPOSALS ~ ANNUAL
BUDGETS AND COST CONTROLS
-
DOD AND FEDERAL
COST ACCOUNTING WORK ~ AUDITS PER DCAA
(DEFENSE CONTRACT AUDIT AGENCY) ~ JOB
COSTING ~ FEDERAL PROPOSALS AND ANNUAL
BUDGET PREPARATION
-
ADVANCED ANALYST FOR
COMPLEX COST ISSUES ~ CONSULTANT AND
INSTRUCTOR FOR CPA FIRMS
-
SPECIALIST ~
WRITTEN INTERNAL CONTROLS PER SOX ~ ADVANCED
EXCEL MODELS DESIGNED AND TAILORED TO MEET SPECIFIC
CLIENTS NEEDS
-
ON-CALL SERVICES FOR
CFO AND UPPER MANAGEMENT functions
|
|
|
RESOURCES
CONNECTION
2003 |
Associate (on call) -
providing experienced and
high-caliber accounting, finance AND internal audit SERVICES |
Honolulu,
HI
|
|
|
|
|
OLI |
Air Force / Naval Research Contractor
|
|
1996-1999 |
Environmental, Ocean, and Research Engineer
|
|
|
Hono, Maui-Haleakala, Kauai-PMFR |
|
PACOPS WORK TYPES |
|
FEDERAL,
STATE, CITY/COUNTY, PRIVATE |
|
MANAGER OF |
|
ACCOUNTING,
FEDERAL CONTRACTS, ADMINISTRATION, HR |
|
HANDS ON |
|
DoD, FAR, DCAA, NCMA, AF, ONR, SBIR, NSF |
|
RAYTHEON SERVICES
|
Defense
Nuclear Agency (DNA) M&O Contract |
|
NEVADA (RSN) |
Dept
of Energy (DOE) Programs - PACOPS |
|
1991-1996
|
Johnston
Atoll,
Marshall Islands,
Mt.
Haleakala
|
|
WORK FOR SENIOR MGMT |
|
TEAM LEADER
- COMPLEX ENVIRO COMPLIANCE & COST REPORT |
|
MID-MANAGER FOR |
|
FINANCE,
BUDGET AND COST DEPARTMENTS |
|
REPORTS PREPARED |
|
ALL DIV
FINANCIALS - CONTROLLER OF GL - CONSOLIDATIONS |
|
PRESENTATIONS TO |
|
SR OFFICERS
+ DIRECTORS OF AIR FORCE & ENERGY DEPTS |
|
TECHNICAL WRITER |
|
DIVISION
FINANCE MANUALS - DESK PROCEDURES - INTERNAL CONTROLS |
|
FINANCE MANAGEMENT |
|
ACTING
FINANCE MANAGER, DEPUTY |
|
REVIEW & AUDIT |
|
DIVISION
PROGRAMS - CLEANUP & MISSILE TEST COSTS, INVENTORY, FAC |
|
ENVIRONMENTAL |
|
CHEMICAL/WEAPONS
DISPOSAL PER CFR'S |
|
COMPUTERS/LANS/WANS |
|
SOPHISTICATED
HANDS-ON / TEACHER OF ACCOUNTING SYSTEMS |
|
COOPERATIVE NATIONAL
|
National
Parks
Service,
US Dept of the Interior
|
|
PARKS STUDIES UNIT
(CPSU) |
University of
Hawaii, Dept of Botany |
|
UNIVERSITY OF
HAWAII - 1991 |
Federal,
State, University Work |
|
ADMINISTRATION |
|
TEMPORARY
ASSIGNMENT FOR DR. CLIFFORD SMITH, DIRECTOR |
|
FEDERAL & STATE |
|
CONTRACT
COMPLIANCE;
PO'S; WO'S |
|
QUANTUM, INC.
|
National Manufacturer / Distributor |
|
1982-1989
|
Natural Health Care Products |
|
|
Eugene,
Oregon
|
|
FOUNDER |
|
BOD
/ MAJOR SHAREHOLDER / CFO / DESIGNED ALL OPS & ACCT SYS |
|
BUSINESS SIZE |
|
SALES
3.5M IN 5 YEARS / 4,200 CLIENTS / 2,000 INVENTORY |
|
RETIRED |
|
SALARY
50K |
|
ACCOUNTING /
|
Professional Services |
|
BUSINESS MANAGEMENT /
|
Accounting and Management Systems |
|
CONSULTANT
|
Eugene,
Oregon
|
|
1982-1991
|
|
|
CLIENT TYPES |
|
>
300 DIVERSIFIED / CORPS / PARTNERSHIPS / INDIV / NON-PROFITS |
|
SYSTEMS DESIGNS |
|
ACCTG
/ BUSINESS / CASH MANAGEMENT / TAX / ESTATE / COMPUTER |
|
SPECIALTY |
|
INTERNAL
CONTROLS DESIGNS + INSTRUCTION |
|
RATES |
|
$50/HR
|
|
THE
OREGON
|
Major Regional Non-Profit Corporation |
|
COUNTRY FAIR
|
Public Event - 100,000 Attendees |
|
12/82-12/88
|
Eugene,
Oregon
|
|
REGIONAL EVENT |
|
MAJOR
ENTERTAINMENT / ARTS EVENT / 500 BOOTHS / 100K PERSONS |
|
OFFICER |
|
BOD
/ EXECUTIVE BUDGET DIRECTOR / OPS MGMT |
|
OPS MGMT |
|
30+
CASH HANDLERS / 25 CREWS / 700 STAFF |
|
CREW SUPV |
|
ADMISSIONS
/ COMMUNICATIONS / FIRE / ENTERTAINMENT / TRAFFIC |
|
CONCERT MGMT |
|
11
STAGES; BACKSTAGE & CASH; GRATEUL DEAD & WINDAM HILL |
|
* LEE, ALLEN, FARLEY, CPA'S (MEDICAL),
OREGON 1978 - 1983 |
|
* ARCHITECTURAL DESIGN ASSOCIATES (SCHOOLS,
CITY/COUNTRY/STATE BLDGS),
FLORIDA 1973 - 1976 |
|
* NON-PROFIT OFFICER 1983 - 1989 |
|
* CONCERTS AND EVENTS CASH AND MANAGEMENT CONTROL
|
|
* BUDD, SISLER, CPA'S (GENERAL)
FLORIDA 1976-1977 |
|
* FULL SERVICE BOOKKEEPER TO 100 DIVERSIFIED CLIENTS
FLORIDA 1974 - 1978
|
|
*
UNIVERSITY
OF
FLORIDA; EXECUTIVE
ADMINISTRATION; DEPT OF ACCOUNTING 1973 - 1974 |
|
* PACIFIC GAS AND ELECTRIC, CITY OF
SAN FRANCISCO 1968 |
|
CERTIFIED PUBLIC ACCOUNTANT
(CPA) EXAM
|
5/84 |
|
|
|
|
PASSED
ALL SECTIONS = CPA CANDIDATE |
EUGENE,
OREGON
|
|
|
|
|
|
|
|
UNIVERSITY OF
OREGON
|
9/79-6/82
|
|
|
|
|
BACHELOR SCIENCE GPA 3.53
|
EUGENE,
OREGON
|
|
DEPT OF ACCOUNTING / MANAGEMENT
|
|
|
|
|
|
|
|
|
LANE
COMMUNITY COLLEGE
|
9/78-7/79
|
|
|
|
|
ASSOCIATE ARTS - BUSINESS GPA 3.53
|
EUGENE,
OREGON
|
|
|
|
|
|
|
|
UNIVERSITY OF
FLORIDA
|
1/74-3/74
|
|
|
|
|
UNDERGRADUATE GPA 3.95 |
GAINESVILLE,
FLORIDA
|
|
|
|
|
|
|
|
FLORIDA
JUNIOR COLLEGE
|
1/72-3/72
|
|
|
|
|
UNDERGRADUATE GPA 3.86 |
JACKSONVILLE,
FLORIDA
|
|
HONORS
AND SPECIAL STUDIES |
|
US AIR FORCE LETTER OF
COMMENDATION - JUNE '98
US DEPT OF ENERGY PAC OPS DIV - OPERATIONAL MANAGEMENT - FIRST PLACE
US DEPT OF ENERGY - PAC OPS DIV - SITUATIONAL LEADERSHIP MANAGEMENT - FIRST
PLACE
US DEPT OF ENERGY - PAC OPS DIV - TOTAL QUALITY MANAGEMENT (TQM) - MIDDLE
MANAGER
US DEPT OF ENERGY - PAC OPS DIV - MANAGING MULTIPLE PROJECTS; WRITING
POLICIES
DEAN'S LIST - FLORIDA JUNIOR COLLEGE
HONOR GRADUATE; EDITOR NEWSPAPER - ORANGE PARK HIGH SCHOOL - FLA
EWA BEACH ELEMENTARY - PRESIDENT EISENHOWER'S PENNIES FOR PEACE |
|
PUBLIC + CHARITABLE ACTIVITIES |
|
VOLUNTEER - HAWAII FOOD BANK
VOLUNTEER OPS MANAGER - OREGON COUNTRY FAIR - 700 VOLUNTEERS
NON-PROFIT EVENT OFFICER - TREASURER - OREGON COUNTRY FAIR
EVENT - COMMUNICATIONS/SECURITY OFFICER - CITY OF EUGENE CELEBRATION
EVENT - COMMUNICATIONS/SECURITY OFFICER - GRATEFUL DEAD CONCERTS
INTERNATIONAL "SPONSOR CHILD" PARENT
STATE OF FLORIDA - NOTARY
STATE OF FLORIDA - BROWNIE TROOP LEADER |
|
