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Senior Accounting, Data Management and IT Professional

Result-oriented professional with 20 years of experience in all aspects of accounting and data management. Proven expertise in all accounting functions including financial statement preparation, tax, audit, budget, variance, job costing and analysis. Talented in financial data management and analysis which improve efficiencies and supports corporate goals and objectives. Competent Windows and web application programmer.

Core Competencies

Financial statement preparation 

Database analysis and design


Software integration

Audit compliance

Fixed asset managementExternal financial reporting 

Cost allocation and reportingTime management\deadline oriented 

Spreadsheet development

Database development

SQL , Oracle, SAP

Cash management

Microsoft Dynamics SL and GP

Donovan Data Systems 

Epicor, Net Suite, MAS90

Visual Studio 2005, 2008, Visual Basic .Net

HTML , Aspx, Java, PHP

Work experience

Jul 2006Present

Accounting and Data Management

Independent Consultant

As an independent consultant, I provided my clients with analysis, guidance and management for accounting projects and data management issues.

  • Use research & development techniques to analyze and evaluate design and theory concepts for various client projects.
  • Create web based interface for client’s financial data management using SQL and Visual Studio.
  • Design and develop various programming modules for data mining and management that included the creation of a reporting mechanism for data interpretation.
  • Manage issues with ERP systems by consulting with client’s staff to solve problems. Use spreadsheet and statistical software packages to analyze financial data, spot trending, and develop forecasts.
  • Design and program website structures and work with clients to develop marketable content.
Apr 2004Jun 2006


Ross, Brittain and Schonberg, LPA

Responsible for the financial operation of the organization, budget preparation and administration, account reconciliation, payroll, cash management, financial statement preparation, analysis of business trends and operating costs, contract development and administration, tax preparation and planning and 401k /Cash Balance Plan administration. Prepared quarterly and annual reports that summarized and forecast operating and business activities in the areas of income, expenses and earnings on past, present and expected operations.

  • Designed and implemented a collection procedure for delinquent clients which resulted in a reduction in bad debts of 320%.
  • Developed and implemented a cost accounting system using database tools to mine output from the legal and payroll systems. The data allowed shareholders to make decisions on the feasibility of departments and services.
  • Prepared and presented analysis monthly to the firm's partners monthly to assist in decision making.
  • Created and maintained a database management system to work with the State of Ohio's Bureau of Worker's Compensation system data to track claimant information and to provide a reporting mechanism for the firm's clients.
Jan 2003Apr 2004

Project Accountant

ProEd Communications, Inc.

As project accountant, managed a portfolio of over 250 major pharmaceutical company projects by analyzing budget feasibility through variance analysis and contract management.  Collaborated with project managers throughout the project cycle, providing detailed information on variances, scope changes, cash flows, and collection activity.  Also was responsible for the preparation of detailed reconciliations of all pharmaceutical project expenses and revenues for the client.

  • Assisted in the design and development of integration from manual Excel based system to DDS financial package.
  • Introduced and implemented SQL data repository needed to provide pharmaceutical clinical trial cost data to the parent company.
  • Developed a structure to allow for the analysis of client feasibility and internal time management and productivity.
Feb 1995Dec 2002

Budget Manager

Applewood Centers, Inc.

As Budget Manager, created and analyzed all monthly and annual financial statements. Responsible for the development and maintenance of detailed divisional and program segment budgets by working with Program Directors and Divisional Vice Presidents. Constructed and provided budgets, financial analysis, cost reports and other financial analysis to external organizations including: United Way Services, Cuyahoga and Lorain County Mental Health Boards and the ODJFS. Developed and maintained a service cost allocation system and database to provide financial reports detailing service and program vitality to management and board of directors. Provided information to external auditors to ensure compliance and preserve financial integrity.

  • Played a key role in the financial integration of systems and staff for the 1997 merger between Children's Services, Inc. and The Guidance Centers to form Applewood Centers, Inc.
  • Designed general ledger system including chart of accounts and cost accounting structures.
  • Introduced and implemented cost accounting system to meet the needs of external funding sources.
  • Designed database structures to facilitate major chages in Medicaid Reimbursement System.
  • Utilized various accounting, spreadsheet and database applications to create analytical tools to be used in financial statement analysis, budgeting and internal and external reporting.


Jan 1989Dec 1994


Cleveland State University






Database Analysis & Design
Financial data variance analysis and recommendation
Financial Statement, Budget Preparation and Analysis