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CPA Financial Professional
01.533.S.11

A versatile CPA financial professional with more than 20 years of progressively increasing responsibilities in troubleshooting non-performing accounting operations, preparing internal and Security Exchange Commission (SEC) reporting, setting up accounting systems, and supporting a wide range of accounting functions as a right hand to busy CFOs.

A high-energy, hands-on accountant with outstanding skills in data warehousing, reporting, auditing, software systems, and GAAP/statutory and Sarbanes-Oxley requirements.

EXPERIENCE

SouthWest Water Company, Los Angeles, California 2008-Present

Director – Financial Reporting

Prepared, published and distributed press releases, hot topics, and 10-Q and 10-K reports for a $229 million water utility company, providing a wide range of services, including water treatment, wastewater collection and treatment, utility billing and collection, utility infrastructure construction management, and public works services in ten states with 1,230 employees.

  • Using Oracle, Essbase and Hyperion software, prepared a suite of reports used by management concerning the year-end audit by PricewaterhouseCooper.

  • As result of auditor findings, participated in the restatement of prior years’ financial statements and footnotes to comply with SEC regulations.

  • Designed and developed a consolidating financial engine for the restatement process, including how to handle the discontinued operation activities separately within the model.

  • Assisted the Chief Financial Officer and Principal Accounting Officer with technical financial memos utilizing Financial Accounting Standards Codification.

  • Assisted the Treasurer in analyzing covenant requirements to ensure compliance with bank credit agreements.

  • Worked with the Vice President of Finance and Treasurer on all transactions concerning compliance with the renewal of corporate liability and workers’ compensation insurance policies.

  • Assisted with the preparation of corporate federal and state tax results.

  • Researched, selected, purchased and utilized SEC Publisher software in the preparation of all SEC filings.

Robert Half International, Los Angeles, California 2008

BCBG – A privately held international women’s apparel manufacturer and distribution company with more than $1 billion in sales.

Acting Transitional Chief Accounting Officer

Assisted the Chief Financial Officer in consolidating all global operations into headquarter’s accounting and the preparation of the company’s 2007 Annual Report.

  • Created a management, financial and statistical package on a consolidated basis and by individual companies for all domestic and foreign entities.

  • Prepared consolidated banking financials that were compliant with the covenants of the company’s credit facility.

MyLife.com, Los Angeles, California

Interim Controller

Assisted the Chief Financial Officer/Chief Operating Officer with improving the month-end closing process for a $100 million, social networking startup company.

  • Devised a step-by-step monthly close procedure that reduced closing time from two months to two weeks.

  • Performed a financial due diligence concerning a $20 million acquisition.

  • Prepared federal and state tax filings, and saved $250,000 in franchise tax.

  • Increased revenues by optimizing the company’s online advertising.

Genius Products LLC, Santa Monica, California 2007-2008

Director, Financial Reporting

Prepared and filed SEC reports, including Forms 8-K, 10-Q and 10-K, for a publicly-traded entertainment DVD producer and distributor with $470 million in net revenues.

  • Using Financial Accounting Standards Codification, calculated the company’s stock-based compensation expense for 500 employees.

  • Collaborated with senior management and prepared and published the quarterly stockholder press release.

  • Complying with GAAP new guidance releases, prepared internal accounting procedures for the Accounting Department. Resources included FASB Statements, FIN, EITF, SEC Staff Accounting Bulletins and AICPA Statements of Position.

  • Reviewed company contracts and licensing agreements for proper accounting management. Prepared summaries of each contract for later publication in financial reports.

  • Working with the Sarbanes-Oxley Department, ensured that accounting procedures and reporting were in compliance with its directives.

  • Reviewed and changed the month-end closing process, reducing the time from 45 days to 20 days.

Countrywide Financial Corporation, Calabasas, California 2003-2007

First Vice President, Financial and Management Reporting

Prepared consolidated financial information from seven operating segments of a globally diversified mortgage banking company with more than $1.2 trillion in portfolio servicing and $300 billion in loan production.

  • Prepared monthly profit and loss variance analyses with narratives for all segments.

  • Prepared the quarterly accounting package consisting of operational financial statements and loan statistical analyses for the Board of Directors’ meeting.

  • Prepared quarterly mortgage banking financial reporting forms for Fannie Mae, Freddie Mac and HUD.

  • Prepared various annual mandatory web-based filings for the Federal Census Bureau.

  • Researched newly issued accounting guidelines to determine if any changes had to be made to the company’s accounting operations. Assisted with accounting procedural changes needed throughout the company.

  • Coordinated with company’s accounting units in streamlining the close process to accelerate SEC filings.

  • Participated in implementing Sarbanes-Oxley procedures to comply with regulations 302 and 404.

  • Played a key role in the successful conversion of legacy systems to a new PeopleSoft Enterprise Resource Management System.

Caine and Weiner Financial Services, Van Nuys, California 2001-2003

Corporate Controller

Managed the Corporate Accounting Department of a $120 million, accounts receivable collection and management services company with a staff of six.

  • Restructured the department closing process from 28 days down to 5 business days.

  • Produced month-end financial reports and operational statistics for senior management.

  • Implemented the MS Great Plains Accounting Package to replace the existing QuickBooks Pro software.

  • Balanced the daily cash collection activities and reported results to senior management.

  • Worked closely with the company’s bank in automating the daily deposits.

  • Automated the general ledger interface between the operating system and Great Plains software.

  • Provided management with a comparison of the five-year forecasted financial statements versus actual results.

  • Assisted the president in analyzing possible mergers and acquisitions.

21st Century Insurance Company, Woodland Hills, California 1998-2001

Project Manager, Financial Systems

Managed financial systems projects for a publicly traded property and casualty auto and homeowners insurer with in-force premiums of $1.1 billion.

  • Developed PeopleSoft nVision reports that improved management reporting capabilities.

  • Reduced the month-end close process from ten to five working days.

  • Participated in the construction of a new data warehouse using MicroStrategy and SQL scripts.

  • Automated general ledger and COGEN (a CSC product) interface by writing a complex SQL script and placing it in a Korn-shell (scheduler) for month-end posting. This project saved the company more than $1 million.

  • Automated the first 15 pages of the Statutory Casualty Annual Statement using nVision reports.

  • Developed nVision reports to produce SEC financial statements for 10-Q and 10-K reporting.

  • Liaisoned between the Finance and Information Technology Departments to capture and record accurate data from the operating systems (COGEN/PMS legacy).

  • Implemented and maintained new financial systems.

Zenith Insurance Company, Woodland Hills, California 1988-1998

Statutory/GAAP Financial Reporting Manager (1990-1998)

Managed and prepared financial reporting for a publicly-traded, workers’ compensation casualty insurer with in-force premiums of $350 million and a staff of five analysts and accountants.

  • Managed the independent auditor and the State of California Department of Insurance audit.

  • Prepared flash reports on the company’s workers’ compensation results on a weekly basis for senior management.

  • Prepared GAAP to SAP reconciliations.

  • Prepared treaty re-insurance accounting to recover losses and settlement of ceded payables.

  • Participated in the installation of the general ledger and the cash disbursement system (CDS).

  • Designed a new vendor coding system to retrieve vendor information more efficiently.

  • Developed risk-based capital ratios and National Association of Insurance Commission financial ratios for management review and statutory reporting.

Senior Financial Analyst (1988-1990)

Assisted in the design, planning and implementation of a CDS.

PRIOR EXPERIENCE

Served as financial reporting supervisor for a major insurance company, as corporate staff accountant for a leading California bank, and as staff auditor for a mid-sized CPA firm.

EDUCATION

University of Missouri, Columbia, Missouri

Master of Arts, Finance and IT
Bachelor of Science, Accounting

CERTIFICATION

Certified Public Accountant, State of California, 1984

TECHNICAL SKILLS

Proficient in the following PeopleSoft modules: Financial, Accounts Payable, Purchasing, Asset Management and General Ledger modules.
Skills in various reporting tools such as PeopleSoft nVision, SQL+ Query, Business Objects, MicroStrategy and Oracle Data Browser.
Extensive spreadsheet knowledge with Excel and Lotus for Windows.
Hands-on experience with most Microsoft products (Excel, Word, Access, PowerPoint and Outlook).
Proficient in working with COGEN systems (UNIX box) and legacy systems (IBM mainframe).
Excellent background with The Freedom Group annual statement preparation software.
Knowledge of National Association of Insurance Commission (NAIC) Risk-Based Capital (RBC) modules.
Extensive cyber-space, web design and navigation knowledge.
Knowledge of Oracles Enterprise Data Warehouse, Data Schematic and Erwin system software.

Super-Job-Search is a registered trade mark by Peter K. Studner. All rights reserved.
Copyrighted © Peter K. Studner 1997-2006
http://www.superjobsearch.com
Los Angeles - Burbank - Westlake Village - Irvine
Mailing Address: P.O. Box 241957, West Los Angeles, California 90024-9757
(310) 470-6688 - FAX (3