The following is a sampling from the variety of projects, roles, and accomplishments I have participated in over the course of my career. My specialty as a manager is to assist organizations through transitions be they growth-related opportunities or other forms of challenges confronted in the evolving workplace. I enjoy creating new systems and programs that mesh with a company's existing culture and values while also creating new opportunities for a more effective workforce, higher profitability, and in particular, access to better information. Now that I have a couple decades of experience behind me, it is rewarding to look back and remember all the great projects and workgroups that I have had the pleasure of being associated with.
In particular, I have had rewarding experiences through improving business processes, training & developing staff, and implementing new software applications.
Public Accounting industry
- Progressed to Audit Manager level
- Served as staff trainer for new hires
- Created training program for use of computers
- Wrote training program for specialty software package – insurance reserve projection generator
- Expertise in reinsurance industry, developed reinsurance audit programs
- Lead supervisor on audits with up to eighteen staff members on clients up to $1 billion in revenues
- Developed forensic accounting procedures for credit card and investment fraud audits
- Expertise in writing computer code for mainframe data extraction software (an early precursor to HTML)
Life Insurance industry
- Comprehensive overhaul of financial analysis and reporting system, launched divisional and product line P&L statements, and rolling forecasts, also profit sharing statements
- Participated in wide-scale reengineering process, raising the level of financial acumen and decision making among operation managers
- Participated in implementation of performance measurement-based profit-sharing plan
- Led the department team with the highest rating for morale in the entire organization (2,000+ employees)
Construction & Design Industries
- Implemented several new software packages (accounting and reporting software and other business applications), became an expert in the use and maintenance of all
- Implemented new financial analysis and reporting systems for operational managers and owners
- Implemented formal staff review, pay grade, and promotion system (100 employees)
- Implemented formal risk management program
- Implemented health insurance plan (100 employees)
- Implemented profit-sharing plan (the Great Game of Business system)
- Implemented computer network management and backup systems
- Revised accounting procedures, workflows, and forms
- Reorganized two accounting department staffs, refocusing roles and workflows for better service and efficiency
- Implemented major new capital financing funding and operating line of credit
- Managed cash flow: credit lines, collections, payables, and payroll in highly seasonal businesses
Consulting
- Assisted clients with software installation, effective use of software, created improved financial reports, and various troubleshooting
- Performed a variety of special financial projects for clients: analysis and modeling projects and process reengineering
- Created new budget and financial report formats
- Performed grant searches and written a variety of grants to private foundations and federal agencies
Non-profit Boards
- Assisted an organization through a cash flow crisis, including analysis, forecasting, and debt renegotiation
- Operated effectively in the capacity as Executive Director for a homeowner's association including vendor management, legal relations, and maintenance program oversight
- Performed various budget preparations, financial analysis, and modeling for non-profit organizations
- Served on non-profit Boards of Directors as President and Treasurer
Local Government
- Facilitated and participated in several workflow analysis and reorganization projects of various functions and departments (including Toyota Lean Model)
- Facilitated and participated in two technology strategic planning cycles (up to 30 participants plus focus groups)
- Created and facilitated various sub-groups and action teams related to technology governance, planning and users (governance groups, brainstorming groups, collaboration groups, project teams)
- Performed ongoing best practices research regarding technology governance, project planning, and emerging technologies and issues
- Participated in various major technology capital projects, including major web site development, IP phone system installation (600 lines), data center development, and others. Particularly contributed in the needs analysis and RFP phases
- Consolidated technology spending, budgets, capital planning, and project decision-making for the organization's $3 million annual technology budget
- Created technology user group focused on idea generation and collaboration
- Performed various financial analysis projects, forecasts, and models
- Created economic indicator and demographic briefing report for Commissioners (100+ exhibits)
- Day-to-day management of $50 million investment portfolio and cash flow
- Served as member of the Board of Directors for the Employee Retirement Plan ($19 million total portfolio)
- Implemented purchase card program (100+ users)
- Implemented revised construction use tax policies, administration, forms, collections, and audit system for this complicated form of consumption tax
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