Financial Consultant

Objective: I seek a suitable position to apply my entrepreneurial
skills, experience, knowledge and expertise in business environment
that will challenge me to make significant contribution that meet and
exceed organizational goals and vision.

Summary of Qualifications
MBA Degree with concentration in finance and management
Three years experience in Operations Management in the Home products
Industries
Four years experience in Finance, Accounting and Consultancy in
computer environment
Three years experience working with the public and meeting customer
needs
One year experience in ERP systems (SAP) and Consultancy in different
industries

Work History

Software Tester/Tax Analyst
CCH Tax Services Wichita, KS
Product definition for assigned tax products. Interview form and
government form design specifications. Coding of tax programs using
ProSystem Fx, this include complete tax, tax notebook toolkit. Testing
tax products to ensure accuracy and functioning of programs.
Development and update of tax guide and help functions. Heavy customer
support. September ••••• to Date

Production Control
Rubbermaid, Winfield, KS
Experience with successfully managing all aspects of production plant.
Responsible for lowering direct and indirect production costs. Created
PERT/CPM charts to analyze projects. Trained, assign and supervised
production associates. Designed forms and developed production
procedures. Evaluated plant productivity, availability, quality and
safety set goals. February ••••• August •••••

Tax Consultant/ Analyst/ Preparer
Jackson Hewitt Tax Services, Wichita, KS
Prepared and reviewed federal and state returns. Advise clients on tax
issues and tax planning. We implemented a tax planning model for
clients. We researched various federal, state and city laws affecting
corporations, partnerships and individuals. December ••••• January •••••

Staff Accountant/ Peachtree Consultant/Financial Analyst
Winsys Co., Dallas, TX
Prepared accounts to Financial Statements. Prepared product costs,
analysis and ensuring accuracy. Performed analysis, created written,
graphical reports and presentations. Designed forms and developed input
procedures. Developed cost structures for continuous improvement.
Developed excel spreadsheet macros reducing entry time and errors by
•••••%. Prepared and analyzed budget forecast and capital spending plans.
Implemented, trained and supported Peachtree Accounting software to
clients. Developed free of charge tax returns and tax advice to
employees. September ••••• August •••••

Trainee Investment Management Consultant
Systems Application Program (SAP)
Guru Soft Consultants Inc. Ontario, Canada
Configuration of system functionality Investment program; annual
budgets and planning; internal order; order types; consistency reports;
deletion/archiving; - depreciation, account determinations; account
hierarchy. Perform detailed configuration of Fixed Assets, Assets under
Construction (AuC) invested internally. Preparation and Support:
check/clean/update master data and set posting periods. December •••••
March •••••

Trainee Project Systems Consultant
Systems Application Program (SAP)
Guru Soft Consultants Inc. Ontario, Canada
Process flow chart; Collection of Master Data; Identification of cross
functional issues; identification of end-users; deciding role matrix
for users; identification of users. Configuration of system for the
functionalities, date planning and scheduling, - capacity planning and
control, workforce planning. Cost planning for the clients project
requirements with work break down structures, networks, activities and
associated functionalities. Developed system for budgeting and
availability control for project costs, commitment management and
actual costs by account assignment/order assignment Configuration for
revenue planning and payments planning in projects, sales pricing and
quotation creation and various type of billing process. Customizing
period end closing functions including overhead costing, interest
calculation, result analysis and settlement procedures. Adapt in usage
and customizing project information systems, project system
tools project builder, project planning board, schedule manager. May
••••• August •••••

Continuing Education
CPA Candidate - February •••••

Education
Masters in Business Administration (Management and Finance) from
Southwestern College, Winfield, KS (May •••••)
Bachelors Degree in Business Administration/Finance from Southwestern
College, Winfield, KS (May •••••)
Diploma from Chartered Institute of Secretaries and Administrators,
London, UK (•••••)

Certificates & Licenses
Certified Regional and National Soccer Coach, Iowa (•••••)
Seminars / Workshops in: Time Management & Team Management (•••••),
Project Management (•••••), Strategic Planning and Career Development
(•••••), Lean Manufacturing and Six Sigma (•••••)
Certificate for SAP Project Systems and Investment Management, Guru
Soft (•••••)

Technical and other Skills
Systems Application Program (SAP) Investment Management and Project
Systems, Microsoft Project, Peachtree Accounting, Drake Tax Software,
Computer software and hardware, Microsoft Office, Windows XP,
Woodworking, Novel, Lotus Notes Database, Prosystem fx, Complete tax,
Tax notebook, equipment maintenance, and other office equipment.

Honors and Awards
Kansas Collegiate Athletic Conference Honored Player (•••••)
Southwestern College Varsity Letter Award (•••••)

Additional Information
Member, Institute of Chartered Secretaries and Administrators, London
(•••••Date); Member, National Soccer Coaches of America, Iowa
(•••••); Member, Winfield Soccer Club, Winfield, KS (•••••)

References and Other details
Available upon request