
BAS Consultant
Dallas/Fort Worth Area

BAS Consultant
Dallas/Fort Worth Area
Accountant with extensive experience in the development and implementation of solid accounting practices and software applications to meet a broad range of organizational/user needs. Strong analytical and management skills within distribution, manufacturing, construction-related, corporate and small business settings. Self motivated, high energy, detail oriented professional with the ability to work well under pressure.
Record of accomplishments includes introducing system changes that enhance data collection and retrieval, developing and implementing policies to maximize productivity.
Act!, Cash Flow, customer relations, customer service, Goldmine, Inventory Management, Job Costing, Microsoft Office, Payroll Processing, Peachtree, Quickbooks, Solomon, Microsoft Dynamics NAV, AccountMate, MAS 90, Microsoft Office Accounting, MasterBuilder, ComputerEase
(Accounting industry)
September 2004 — Present (5 years 4 months)
Acting as an outsourced Controller to closely held businesses. Assisting business owners with monthly / quarterly closes, understanding their financials and training staff / owners on proper accounting methods and usage of software packages.
(Wholesale industry)
August 1999 — April 2004 (4 years 9 months)
Provided comprehensive accounting services to a foreign-owned jewelry distributor through preparation of the financial statements.
Oversaw company operations on a daily basis, serving as the main contact between the customers and factories/salespeople/owners.
Formulated and implemented procedures to streamline customer service dept, including creation of customer and prospect database on ACT!
(Accounting industry)
February 1999 — June 1999 (5 months)
Oversee overall company operations on a day to day basis serving as the main contact between the employees and upper management
Manage reception area and shipping department
Identify and resolve all computer hardware and software issues
Extensive customer relations through product support and customer complaints
Research and oversee implementation of new NT network
Approve and process all product RA requests
(Accounting industry)
April 1997 — December 1998 (1 year 9 months)
Provide comprehensive accounting services to a foreign-owned computer monitor manufacturer through the preparation of financial statements
Prepare and process payroll, including sales commissions
Process potential customers' credit applications and provide credit ratings on existing customers
Manage warehouse and sales staff
Coordinate inbound and outbound shipments with freight forwarder, warehouse personnel and truck companies
Create and implement computerized system to track daily inventory activity on MS Excel and coordinate weekly and monthly physical inventory counts
Extensive customer relations through A/R collections and product support for the sales and customer service departments
Develop RMA policy to provide accurate tracking of advance replacements
(Accounting industry)
January 1993 — April 1995 (2 years 4 months)
Provide comprehensive accounting services to a publicly held cellular technology manufacturing subsidiary
Analyze accounts and develop financial statements for integration into consolidated financial statements
Prepare commissions for payroll department
Prepare and file quarterly sales tax returns
Supply documentation and technical assistance to outside auditors for annual and special audits
Maintain ongoing customer relations pertaining to A/R collections and royalty reporting
Formulate and implement systems to efficiently track supplies, COGS, inventory and royalties
Create new databases in Solomon III for sister companies and supervise data transfer to ease compilation of consolidated financial statements
Train accounting staff in use of Solomon III software
Prepare monthly reports for use in Chapter 11 court filings
Manage special projects for CFO, Controller, President and outside auditors
(Accounting industry)
January 1992 — January 1993 (1 year 1 month)
Maintain daily cash flow records and proposed adjusting journal entries for various client accounts
Prepare client bank and account reconciliation and interim financial statements
Prepare quarterly payroll and sales tax returns and annual corporate and individual income tax returns
Computerize client tracking system and maintain client database
(Accounting industry)
May 1990 — December 1991 (1 year 8 months)
Provide comprehensive accounting services to a unionized construction-related sub-contractor through the preparation of financial statements
Processed weekly payroll and union benefit reports
Convert accounting and payroll systems from manual to DacEasy software
Create job costing system in Lotus 123 for cost tracking of individual projects
Develop proposals and telemarketing strategies to support marketing efforts
BS , Accounting , 1989 — 1992