Senior Financial Accountant / Analyst




My background includes small to very large companies involving: manufacturing, chemical, aircraft, medical, data processing, solar energy, retail and military.  


Areas of demonstrated strengths for which I received letters on commendation, awards, and bonuses:

Senior Financial Analysis                   Senior Cost Accountant                     Senior GL Accountant        Cycle Count Audits

Costing / Variance Analysis              Budget & Forecasting Manager        Internal Auditing                   Labor Tracking

Inventory Control Manager                Sales and Use Tax Manager             MIS Project Manager          Inventory & Project Costing



 April 2011 - August 2011 – 4 Month Contract Assignment via Apple One Employment

Finance Manager – reporting to the Meridian Engineering company VP of Finance. Responsibilities included cash management, job order costing, managing Payroll, Accounts Payable and Accounts Receivable.


November 2007 - March 2010 - Westmed Inc.

Senior Financial Analyst / Standard Cost Accountant reporting to the company CFO. I recreated the standard costing process involving Sage Pro for all manufactured products. Analyzed and reported product standard cost variances. Reported financial results; prepared annual budget, created Excel model used to calculate new product costs, analyzed, and summarized information for financial plans, and presented operating forecasts on a weekly basis to the CFO and company president. I managed the weekly cycle counts and the yearly physical inventories.


January 2006 - July 2007 RMS Inc. via contract with Microsoft Inc.

Financial Analyst - Reconciliation Analyst under contract with Microsoft Inc. Daily reconciliation of numerous bank accounts, reported variations regarding forecasted bank transactions versus actual bank transactions and provided recommendations for improvements to the Microsoft tracking / software.   


December 2003 - October 2005    Loma Catalina Company 

Controller / Senior GL Accountant reporting to the company President and responsible for managing cash, accounting entries, accounts payable, finance activities, tax reporting, costing and financial modeling. I audited 18 bank accounts daily.


October 2000 – December 2003   Global Solar Energy Inc. (Parent Company – Uni-Source)

Senior Standard Cost Accountant -Utilized (SAP based) IFS software to create the first accurate standard costing and variance analysis. Audited all Manufacturing processes and verified the costing matched exactly with each process.  


January 1995 – July 2000 - Evergreen Air Center Inc.

Budget and Forecast Manager reporting to the company VP of Finance. I presented weekly to the President and senior management the financial metrics; managed company budgets; forecast revenue and cost, and managed NASA reporting.

 IBM Corporation - Early Retiree:

June 1992 – June 1994   IBM ADSTAR Corp., Tucson, Az. Plant Site

Advisory Financial Analyst – primary responsibilities involved budgets, forecasting, costing, and year end planning. I created the first budget process used by plant site engineer support personnel. I tracked expenses and supported management.


March 1988- May 1992 IBM Enterprise Systems – Somers, NY

Advisory Financial Analyst – I conducted monthly financial measurement presentations to the Corporate V.P. I developed an accurate year-end forecast, exceeding financial goals. I directed lease / purchase training for the financial team.


June 1983 – March 1988 IBM Manufacturing & Development Region – White Plains, NY

Staff Financial Analyst – Business Controls Department – developed applications for planning and tracking resources. I developed financial evaluations, budgets, and achieved $5 million in controllable expense savings.


January 1980 – June 1983 IBM Corporate MIS – White Plains, NY

Staff Financial Analyst – I managed and approved resource requests from line management. I designed and taught business case analysis used by MIS Management. I developed management guidelines for external and internal contracting.


February 1978 – January 1980 IBM Real Estate and Construction – Harrison, NY

Finance/Contracts Administrator - primary responsibilities included preparing and analyzing construction cost schedules, acting as IBM east coast agent responsible for selecting the low bidder. I created the first minority supplier contractor listing.





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Education:   Pace University, Pleasantville, NY – BBA Degree - Finance

                     Westchester Community College, Valhalla, NY – AAS Degree - Accounting

                     East Carolina University, Havelock, NC - Accounting Courses

Certifications:   Best Software - MAS90 FRx Course 

                             ISO 9000 Internal Auditing Certification - Pinal Air Park, Marana, AZ

                            Hyperion Pillar Accounting System Administrator Certification – San Francisco, CA

                            Financial Forecasting Issues and Techniques - American Mgmt Assoc., New York, NY

                            MIS Project Management - IBM Corporate MIS Education Facility, Dallas, TX

                           MBA Fundamentals - Pace University/IBM International School of Finance

                           Asset & Capital Management – Pace University/IBM International School of Finance

                          Auditing & Internal Accounting – Pace University/IBM International School of Finance

 Computer Skills:        Experienced with Viewpoint, Sage Pro 7.4, TIW, MAS90, CMI, Industrial Financial Systems (IFS), Lawson 7.2, Peachtree 6.0, Quick Quote 7.4, QuickBooks, American Fundware 5.5, Jobscope, Access (level 3), Microsoft Excel 2003 & 2010 & MS Word, Windows; Lotus 1-2-3; COBAL Programmer, and numerous IBM mainframe applications including QMF, ICII, ADRS, ED3, Profs.

 Military:                        USMC - E5 Honorably Discharged –Aircraft Inventory and Cost Control Supervisor, Fleet Stock Account Instructor – NBC Decontamination/Warfare Instructor, and Federal Acquisitions Analyst.

 Professional Accomplishments:

 Westmed Inc -. I completely revised the Standard Cost process significantly improving accuracy, timelines and reporting. In addition, I managed the MIS upgrade of the ACCPAC system on-time and within budget (in spite of numerous unplanned additions).

Global Solar Energy Inc. (Start-Up Company) - I received several bonuses and award letters for creating  standard costing utilizing the IFS software and creating “What IF” Excel formulas that were beneficial to the Manufacturing and R&D VP.  I successfully organized and managed the physical inventories for three years.

 Loma Catalina LLC -. I took on the acting Controller position for 8 months. I revised the AP payment prioritization process which significantly improved and controlled cash disbursements. Available cash on hand increased by $1 Million (previously it was often in the red).

 Evergreen Air Center Inc. - I created a comprehensive cost, revenue and profit forecasting model used by the president to understand and achieve optimum rebalancing of labor and achieved a 21% reduction in controllable expenses. I acted as the company financial contact with the NASA Houston Texas organization and provided timely/accurate reconciliations of the monthly NASA Shuttle 747 repair/maintenance activities.

 IBM Corporation - During my association with IBM, I experienced rapid promotions, numerous awards, letters of commendation, and increased levels of responsibility.  I received the IBM Cost Effectiveness Award.



  • ID#: 77277
  • Location: Tucson, AZ , 85704

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