President
Winset Accounting
Total years of experience :22 years, 0 Months
Financial and accounting oversight of a manufacturer and distributor of vehicle parts & accessories, with a heavy operational focus. Revenues increased three-fold during tenure. Redesigned accounting system / ERP and integration with inventory management system. Created several iterations of algorithms, business rules, and management control systems for purchasing and ordering to reduce stock-outs and significantly shorten customer order times. Instituted functional divisional approach to organization including quality control circles and the beginnings of statistical process control. Encouraged independence of personnel and decreased top-down approach along Deming/Japanese business methods.
Control of standard accounting functions including typical accounting, budgeting, forecasting, and cost accounting. Customized periodic financial reporting and forecasting (for both internal and external users of financial information). Negotiated and renewed increased lines of credit. Negotiated and renewed insurance and liability policies. Cash flow management and cash flow planning. Capital budgets. Marketing and tradeshows budgets and analysis. Physical facilities analysis and operations planning.
Lecturer in cost / mangerial accounting. Taught junior, senior, and graduate accounting students basic and intermediate costing systems for manufacturing and service organizations. Traditional approach to assigning costs through labor, direct and indirect material categories. Introduction to Deming-based statistical control systems, examination of 'profound knowledge' as a concept. Detailed analysis of real-world manufacturing and service examples for practical study. Relationship of costing and managerial analysis to implementation of strategy and tactics. Change management. Enterprise resource planning and the use of software in analysis.
Lecturer in introductory financial accounting. Taught junior and senior management students condensed course (two semesters in one) in introductory accounting. Coverage of financial statements (income statement, retained earnings, balance sheet, cash flows). Basic accounting theory include double-entry accounting, history of accounting, and relationships to sound economic decision making. Analysis of public corporate information including periodic statements, press releases, and contemporary news. Student advising, tutoring, graduate school advising. Through well-intentioned student protest and media contact on my behalf, very inadvertently became a national figure in academic freedom issues and a recognizable defender of people of color against media bias.
Chief financial manager for machine tools controls OEM. Firm designs software and hardware to control multi-axis machine tools ranging from knee mills through mass production to custom manufacture of medical and biological devices. Normal accounting duties of a controller, including preparation of quarterly and annual reports, closing and adjusting entries, monthly reconciliation and consolidation with Japanese and Korean offices, and preparation for external audit and tax filings. Financial analysis, cash management, forecasting, and budgeting. Job costing policies, procedures, supervision. Governmental accounting including federal acquisition regulations and defense contract audit preparation.
Design and management of changes in ERP software and accounting control systems, including but not limited to a/p and a/r processes, internal tracking and allocation mechanisms, project reporting and analysis, inventory management systems, and sourcing decisions. Switch to real-time production and managerial accounting systems. Training of staff in accounting and bookkeeping procedures; hiring of said staff. Assisted in negotiation of contracts with North American partners and clients, including Hardinge-Bridgeport. Facilities relocation to new offices on the Charles River. Began ISO 9000 series certifications.
Personal and corporate financial planning and analysis for real property transactions. Due diligence and underwriting of residential and commerical mortgages. Compilation and organization of personal and corporate financial records. Financial design and scope for various individual and family real estate development projects.
Systematic risk and investment analysis, including leverage and financing alternatives. Preliminary valuation of income properties; tax analysis of real proprety investments. Continued to write mortgages and analyze investments for existing clients past f/t end date through the end of the real estate boom.
Collection, organization, and statistical analysis of higher educational performance and financial information for academic marketing and governmental reporting, especially compliance-related data. Trends analysis for retention and expansion of academic programs; cost center and product life cycle approach to departmental planning.
Development of bid packages and budgets for design of small to medium construction. Coordination with buyers, estimators, and subcontractors on financial effects of specs. Site design, architectural and structural detailing, layout, electrical and mechanical issues, code analysis, and review of existing conditions as part of design-build. Field control of trades and subcontractors. Design lead and second on a number of commercial and industrial facilities in New England.
(dates approximate - position over 10 years old)
Internal design and production of construction documents & specifications for small to medium construction. Worked with clients in industry, government, and education on technical aspects and details of a variety of new buildings, additions, and land improvements. Field verification of mechanical and construction as designed. Code analysis, budgetary and job costing focus. Design second and team member on facilties in Alabama, Tennessee, and Georgia.
(dates approximate - position over 10 years old)
Production of construction documents & specifications for small to medium construction. Design of architectural and mechanical elements and details. Measurement and verification of existing as-built conditions and property. Research for code issues and pricing, basic costing and budgeting. Client contact as assistant.
(dates approximate - position over 10 years old)
concentration in accounting & systems design (ERP) Activities and Societies: AICPA, MSCPA
concentration in project management & systems analysis Activities and Societies: ASCE, SAME, Tau Beta Pi, Chi Epsilon, Masque, Teaching Assistant
specialization in accounting magna cum laude Activities and Societies: Phi Alpha Theta, Student Government, rowing, sailing
American & European history Activities and Societies: Phi Alpha Theta, Student Government, rowing, sailing
