(503) 885-7680, (503) 449-3089 (cell) ag10bd714@westpost.net _____________ EDUCATION: MS Accounting & Information Management December 2007 University of Texas at Dallas MBA Masters in Business Administration March 2002 University of Aston, England BS Materials Science July 1993 University of Manchester, England Upper 2nd Class (ranked in top 25th percentile) CERTIFICATIONS: Intending to sit for the CPA exams Financial Reporting and Regulation in April 2 011, and Business Environment and Auditing in July 2011.
WORK EXPERIENCE:
EMERITUS April 2010 - Present
Concierge Tualatin, Oregon Managing customer service and front desk responsibilities while supporting Sales & Marketing and the Business Office. Main tasks include assisting residents an d visitors with questions or concerns, answering incoming calls, signing for inb ound deliveries, managing the lobby area, recording marketing information for le ads, arranging tours, documenting new resident information, assisting with accou nts payable and accounts receivable, maintaining resident and employee files and updating the maintenance logbook. Key requirement: attention to detail. ACCOUNTEMPS April 2008 a" January 2009
Accountant Dallas, Texas
Mainly responsible for preparing monthly financial reports such as cash flow for ecast, balance sheet and income statement for an oil-gas engineering support com pany. Also managed the day to day accounts which included knowledge of blends m anufacturing with job costing, inventory costing and financial controls. Knowle dge of export sales, letters of credit, bills of lading and transfer of title as sets for revenue recognition was gained on the job. Software used to record inf ormation and generate reports was QuickBooks. Personal qualities required inclu ded good organization, attention to detail and excellent communication skills, b oth for reporting financial information and in contacting outside companies for accounts payable and accounts receivable issues. UNIVERSITY OF TEXAS AT DALLAS September 2006 a" January 2007 Assistant Auditor (voluntary work for class project) Dallas, Texas UTD Internal Audit Project evaluated internal controls over cash and investments and provided reasonable assurance that these accounts were presented fairly in the financial statements in accordance with GAAP. Learning process included gai ning an understanding of the business environment, preliminary risk assessment, planning the audit program, documenting the level of internal control, performin g test of controls and tracing individual transactions for cash receipts and dis bursements.
RETURN LOGISTICS July 2005 a" December 2
005 Section Supervisor (summer job prior to commencement of full time study) Swindon, England Supervised the sorting of goods into various categories and ensured the efficien t transfer of goods for delivery by introducing a color coded manifest system an d improving the organizational layout of warehouse space to facilitate inventory turnover. BT ROLATRUC December 2002 a" October 2004 Staff Accountant/Commercial Control Assistant Warrington, England Prepared journal entries, bank and general ledger account reconciliations, month end closing for accruals and invoicing projections, reporting directly to the B oard. Also assisted the Controller in the year end financial audit, participate d in the annual budget planning and identified significant variances in budgeted items. Other duties included administering the sales force commission schemes a nd updating the products sales manual. CORPFIN July 2002 a" November 2002 Accounting Assistant Manchester, England Prepared monthly income statement and bank reconciliation with weekly sales and cash flow forecasts THE ASSOCIATES June 2001 a" September 2001 Accounting Clerk Manchester, England Audited differences between software reconciliation and General Ledger at month end and classified accounts into various categories based on payment schedules TNO AUTOMOTIVE UK January 2000 a" August 2000 Quality Systems Designer Coventry, England Researched and planned the implementation of ISO 9000 and initiated quality revi ew meetings TOYS R US June 1999 a" Novem ber 1999 Front Operations Supervisor Birmingham, Eng land Supervised front end cashier operations, transferred cash into safe, ensured the neat layout and filling of shelves and handled customer enquiries. SUN LIFE OF CANADA June 1996 a" November 1998 Sales Consultant Manchester, England Advised on and sold life insurance, retirement planning and investment products SKILLS: Microsoft Office. Fluent in Excel, Access and PowerPoint RELEVANT TRAINING: Attended an enterprise initiative aKey skills in Industrya, sponsored by compani es based in Coventry, England. Quality Management course in ISO9000 held by British Standards Association, Financial Planning Certificates I & II PROFESSIONAL ASSOCIATIONS: Internal Auditing Education Partnership (IAEP)