Picking the right consultant can be challenging. You want one who has experience, industry knowledge, and, of course, innovative ideas. I have the background and knowledge to help complete your project on schedule and within budget. This site will provide in-depth information about my background and describe the different accounting services I can provide to achieve your goals. I look forward to working with you.
• I am a team player with a good attitude who can communicate in a professional manner with all corporate members in a good atmosphere. • Responsible for all aspects of the accounting cycle related to Accounts Payable, Accounts Receivable and Journal Entries for the assigned projects. • Prepared and reviewed the monthly reporting requirements for all entities assigned, including the Job Cost Report’s “Cost to Complete” projections. • Prepared budgets and forecasts for the Job Cost Report for all entities assigned. • Managed the Treasury function associated with assigned projects. • Participated in the development of the accounting processes and internal controls, including implementation of efficiencies into all aspects of the Project Accounting as well as on-going development of project accounting policies and procedures. • Participated in the selection and implementation of accounting related software upgrades and changes. • Participated in corporate financial analysis related to assigned projects and liaised with corporate professional staff specific to the assigned projects. • Took on additional non-core tasks on a recurring and non-recurring basis depending on the task at hand. • Prepared and reviewed periodic management reports and participated in special projects supporting the CFO, Director of Project Management and Controller. • Responsible for internal audits and reconciliations of the General Ledger. • Prepared analysis reports for the assigned projects.
Major Construction Contracts Administration duties performed:
PREPARE, FINALIZE, AND DISTRIBUTE MONTHLY CLIENT & INTER-COMPANY BILLINGS.
ANALYZE CLIENT/INTER-COMPANY CONTRACT DOCUMENTS TO DETERMINE MONTHLY BILLING PROCESS.
POSTING INVOICES INTO ACCOUNTS RECEIVABLE AND POSTING CASH RECEIPTS UPON PAYMENT.
MAINTAIN INFORMATION IN THE SUBCONTRACTOR FILES (E.G. CONTRACT, INSURANCE, RELEASES)
DEVELOP AND ENHANCE THE CONTRACT ADMINISTRATION PROCEDURES FOR FUTURE USE.
EMPLOYMENT HISTORY
Independent Contracting and Consulting Projects (11/05 – Present) National Home Builder & General Contractor, Orange & San Bernardino counties, CA Responsible for implementation of project accounting system conversion and project cost accounting. Analyzed payables, receivables, general ledger, payroll.
Education & Training (2/05 – 11/05) Real Estate Appraisal / Brokerage & Notary Public – education & training Anthony Schools / Coastal Community Colleges (Orange County, CA)
Project Accountant (9/99 - 2/05) General Construction Contractor, Los Angeles/Santa Monica, CA Developed and managed construction budgets and job cost reports for projects from $1.5 million to $50 million • Prepared itemized contract work items for accounting and billing purposes upon contract award in coordination with Project Manages, Engineers and the client • Liaised with Estimators, Project Manages and Engineers to establish project budgets • Developed line item project cost reports for project performance • Analyzed actual results against budget • Responsible for billing subcontractor progressive work and paying vendors and subcontractors upon receipt of funds from lenders or project owners
Cost Accountant / Cost Analyst / Budget Analyst ( 1/97 – 9/99) Hearthside Homes / New Millennium Homes, Orange County, CA Jacobs Engineering, Pasadena, CA (contract assignments through Abacus, Abigail Abbot & Robert Half staffing services).
• Responsible for monthly subcontractor billings and releasing payments to subcontractors and vendors
Cost Analyst / Project Accountant (2/96 -12/96) Noel Construction Co. & Kajima Construction Co., Long Beach, CA • Administered project subcontracts, site payroll and accounts payable • Prepared monthly progress payment billings • Managed project change orders and claims totaling $4.5 million and coordinated their payment with on-site owner’s representative • Analyzed contractor’s direct and indirect costs, including labor, material and equipment costs
Cost Accountant/Cost Analyst / Budget Analyst (5/93 - 2/96) McKesson Water Supply Company, Pasadena, CA, Independent Consultant • Analyzed and reconciled balance sheets and income statements. Prepared long-term forecasts of balance sheets for multiple plants and entities • Monitored, analyzed and recommended revisions to cost standards and budgets. • Prepared monthly unit cost reports by plant and presented consolidated reports to corporate management • Reconciled plant and warehouse inventory variances and journalized corrections to G/L accounts • Scheduled production lines based on sales contracts and short-term sales forecasts • Implemented departmental operating expense budgeting procedures
Cost Analyst - Los Angeles Metro-Rail Project (1/91 – 4/93) • Analyzed contract change orders and construction claims for subway and tunneling projects to provided data for claim settlement negotiations • Performed in-depth analysis of accounting records, payrolls and time sheets • Analysis of one $18 million claim resulted in a potential savings to client of $12 million