Columbus, Ohio Metropolitan Area
Update: private sector - Controllership/Leadership Overview: ~ Waterfall, Iterative, and Agile Methodologies (Scrum Master Certification in process) ~ Project Management ~ Financial Software Implementation, Data Validation, Testing, and Training ~ Process and Policy Documentation, Mapping, Review, Improvement Strategies and Training ~ Internal Audit Policies, Procedures, Compliance, Sarbanes-Oxley Compliance ~ General Accounting: M/E Close, Ledger Maintenance/Analysis/Reconciliations, A/P, A/R, P/R 1. I believe that the relationship you cultivate, build and maintain prior to the engagement has more value that just doing the work. 2. I am one of the few people who actually that practices (accounting/tax/audit and consults,) who identifies and recruits candidates for situations when reality bites. Industry sectors: Construction, Not for Profit, Academia, Energy, Public Accounting, Governments Telecommunications(deregulated/regulated markets,) & Financial Services Specialties: Practice experience - Public Accounting, (Audit/Attestation and Tax-SALT) Forensic Accounting for Divorce/Estate and full asset disclosure matrimonial matters SOX internal/operational/financial audit STAT/GAAP conversion Accounting (Single Audit Act) A-133,A-122, A110, A-87 & A-21 and most OMB & ORC Audit--including Construction fed. funded Financial Analyst, Forecasting & Budget, Financial Projection Venture Capital (raising through Accounting including off-shore Banking/Insurance relations) Hedge Accounting/Reporting on Energy futures contracts additional services: CFO, controllership outsource including budget development & evaluation, accounting personnel evaluation & training, plan development accounting process, procedures & control evaluation and modification, financial statement projections, accounting software integration, and due diligence. Taxation - Sales & Use, CAT, SALT & Federal Compliance EPA -Safety and Compliance regulation
Essential Finance and Accounting Operations Controllership Financial Planning , forecasting and analysis Compliance and development, implementation of financial operating controls
clients include Cardinal Health JP Morgan Chase American Electric Power The State of Ohio DAS/Transportation /Rehab-Correction Services Highcomm Security Woda Cooper Companies McDonalds Corporation Abbott Nuitrition Through our consulting practice we perform the essential accounting functions that include SOX/audit, financial reporting, payables, receivable, inventory and tax services while fulfilling recruitment and placement assistance. So, we are working professionals in the field that just happen to place our peers in situations that work to both the client and our benefit. CPAs wanting to stay in public, those seeking corporate opportunities and financial professionals in government or not for profit seeking to transition out of those areas,,,,feel free to contact me [email protected]
Oversite of daily POS- cash/credit/insurance Financial Reporting of eight retail and three hospital pharmacies that include Infusion Services, DME, closed door services and 340B programs Monthly financial reporting and compliance review for the securing and safe guarding of schedule pharmacueticals. Management of all pharmacy drug acquisition and procurement, handling and storage on-ste in compliance with regulatory requirements (oversite/review)Pharmacy licensing/education/compliance w Federal,State,Local agencies in the dispensing of controlled and non-controlled drugs. Special projects to streamline financial reporting processes resulting elimination of excess staff Supervised a staff of seven accounting personnel reassigning to fit reporting needs