E1001LR

CERTIFIED PUBLIC ACCOUNTANT

A proven professional with over 20 years of accounting experience. Thrive on helping others achieve their objectives. A creative problem solver able to find the "unfindable" in numbers and data. A team-oriented professional who puts clients and coworkers at ease. Excellent reconciliation, analysis, supervisory, and interpersonal skills.

AREAS OF EXPERTISE

General accounting procedures

Monthly and year end journal entries

Financial statement preparation and analysis

Reconciliation and research skills

Fixed asset depreciation calculations

Cash flow analysis

Audit report writing

AR, AP, and PR processing

Job cost analysis

Tax preparation

COMPUTER SKILLS

Accounting Programs: Solomon, Great Plains, JD Edwards, Lawson, Peachtree, Quicken,

Quickbooks Pro, Jack Henry Servicing, MAS-90

Other Programs: Microsoft Office - Excel, Word, and Outlook; Enable Software - Spreadsheet, Word Processing and Database

PROFESSIONAL EXPERIENCE

Project Accountant, Analytical Surveys, Inc., Colorado Springs, CO, 10/00 - 5/01: Calculated revenue based on Percentage of Completion. Reviewed project costs and updated budgets in Solomon. Prepared weekly cash flow analysis for management and journal entries for month end close. Reconciled Chart of Accounts. Documented accounting processes and procedures.

• Identified procedural error in the revenue forecasting spreadsheets, which reduced variance between projected and actual figures.

• Successfully helped project managers reconcile project costs and receivables, resulting in timely and accurate billing.

• Spearheaded the implementation of the Project Costing module in Great Plains (the buyer’s software), which was needed due to the increase in projects and the high-dollar expense accumulation after the purchase.

Accountant/CPA, Lois J Risch (Owner) CPA, Connersville, IN, 3/93 - 5/00: Compiled financial, payroll, sales tax, and income tax returns (1040, 1120, 1120S, and 1065) for retail, construction, service providers, real estate, and mortgage clients on a monthly, quarterly, and annual basis. Consulted with clients on financial, tax, and going concern matters.

• Trained client’s staff on accounting concepts and reconciliation procedures for GL, PR, AR, and AP, and their respective software, reducing their reliance on outside accounting services and decreasing their expenses.

• Identified and developed an alternative improvement plan for client, which decreased cash expenditures by approximately $200,000 and increased production by 50%.

Internal Auditor, American Electric Power, Inc., Fort Wayne, IN, 8/89 - 2/93: Audited Customer Service operations, cash in drawer, and petty cash disbursements. Supervised Assistant Auditor.

• Audited 13 offices with approximately 600,000 customers.

• Developed spreadsheet program to analyze meter reading route timing to provide management with recommendations for staffing needs.

• Submitted audit findings in both verbal and written format in a timely manner to management.

• Effectively gathered information for auditing purposes by putting staff at ease.

Accountant, American Electric Power, Inc., Fort Wayne, IN, 8/87 - 8/89: Processed monthly closings by verifying account validity and accumulation of all journal entries. Prepared journal entries based on GAAP and FERC accounting principles. Reconciled General Ledger accounts and collected data for tax schedules for auditors and tax preparation.

• Recommended mainframe and personal computer upgrades, which eliminated five labor hours a month in the accounting department.

• Using Enable Software, developed spreadsheet and database applications that streamlined journal entry preparation and reduced calculation errors.

• Balanced the Miscellaneous Bills database (approximately 5,500 records) to the General Ledger account.

• Supervised three hourly employees.

Accountant, AMC Jeep/Renault and Chrysler Dealership, Connersville, IN, 1/79 - 5/86: Performed a variety of accounting functions for a car dealership that generated $1 Million in annual sales. Collected data for tax schedules.

• Processed daily sales receipts, weekly payroll for 25 employees, and monthly payables.

• Recognized by District Office for consistently completing the monthly financial statement ahead of deadline.

• Reconciled approximately 400 Chart of Accounts.

• Supervised two office employees.

EDUCATION

CPA Certification, Indiana Professional Licensing Agency (Active) - 1992

BS, Accounting, Ball State University, Muncie, IN - 1987

ORGANIZATIONS and ASSOCIATIONS

Indiana CPA Society

Business and Professional Women of Connersville

Fayette County United Way Board of Directors