Summary

Educated in GAAP accounting principles with strong experience in managerial accounting working in and functioning as controller, staff accountant and assistant treasurer. Member of the Institute of Management Accountants;  sitting for the CMA exam in September of 2011. Background in income tax, internal auditing, and accounting for operations.  Experience in Retail, Service, Manufacturing and Railroad industries.

Q U A L I F I C A T I O N SKnowledge of GAAP accounting principles

Managed General Ledger, Accounts Payable, Accounts Receivable, Collections

Worked closely with auditors

Participated in Certified Audits

Responsible for financial reporting; Balance Sheet, Income Statement, statement of Cash Flow (Direct)

Supervised accounting staff; hiring manager

Utilized Accounting software, microsoft office suite

Training professional; prepared and executed workshops on finance, small business and entrepreneurship

Retail Experience as Retail store owner and as an employee for Staples

Competent and impressionable presenter and public speaker

Experience with international students from 28 countries

Understanding of H1-B, Visa requirements and student immigration requirementsProficient at one-to-one Career/business advisement & consulting

Networked with economic & business development resourcesKeen understanding of government and non traditional funding sources

Working knowledge of  intellectual property and resourcesFamiliar with small business incentives, empire zones, etc.Notable interaction with Workforce New York, One Stops

Work History

Work History
Aug 2006 - Jun 2009

Consultant- MBA Graduates

University of Rochester, Simon Graduate School of Business

Career consultant serving with a team of 12 professionals within the Career Management Center providing career direction for MBA students. Developed and delivered workshops, consulted one-to-one with students, represented the school at major national career conferences and served as a liaison to Simon clubs. Traveled frequently for the school. Currently still providing advice and consultation to graduated students. Maintaining a network of MBA relationships.

Oct 2000 - Jun 2008

Co-Owner/Entrepreneur

The Electric Train Company

The Electric Train Company; Retail Model Train Specialty Shop

Served as equal owner with spouse for 8 years.

Webmaster for website

Managed Marketing and Advertising

Prepared tax returns

Executed promotional events

Pioneered Therapeautic Recreational Railroading with two Ph.D. professors as a recreational intervention

Sep 2004 - Oct 2006

Executive Director

Victor Local Development Corporation

The Victor Local Development Corporation is a 501(c)3 economic development organization funded by the Town and Village of Victor, NY. Activities in this function include, assisting small business owners in the town and village, promoting tourism and events in the village and town, executing the mission of the LDC.

-Reported to the LDC executive board and the town board and supervisor

-Budget management

-Planning and Development

-Planned and executed events to draw business patrons to the village

-Managed the weekly farmer's market

-Wrote and delivered reports on activities

Worked closely with LDC partners, (Merchant Associations, Chamber, Civic organizations)

-Assisted business owners, identified available office space, promoted business

Key Accomplishments:

-Founded and launched the Victor Small Business Awards Luncheon to recognize the achievements of business owners and to served as a breeding ground for SBA Small Business Awards program.

-Developed the LDC website

-Created a year-over-year historical ornament program as a marketing pull for the village

-Developed a postcard program for tourism

-Served on Facade Improvement board to launch a Façade Improvement program

Dec 1992 - Aug 2004

Certified Business Advisor-Consultant

Small Business Development Center

Locations:

Onondaga Community College SBDC, Syracuse, NY 1992-1999

SUNY Brockport SBDC, Rochester, NY 1999-2004

Served to provide technical small business services to new and existing businesses. Developed and delivered workshops and on going seminars on entrepreneurship, business start-up, marketing, accounting, taxes, selling to the governement, procurement,

Provided the technical preparation for financing proposals, business plans, marketing plans and operational plans. Did credit analysis related to client's credit worthiness when approaching funding challenges.

Provided keynote public addresses and planned events

Key Achievements:

-2000 SBDC Adviser of the Year Award- 2nd runner up

-2001 Phoenix Recognition for completed work in NYC after 911

-Published business Start-up workbook by Adams Media Inc. -paid assignment

-Counseled over 834 clients, trained 1260 participants, secured $6.1M in micro/small business loans

-Executed QVC 50/50 Tour for the Syracuse location, managing 310 entrepreneurs of which 25 received invitations to participate in the QVC cable network television program.

-Innovated a Fast Cash for Kids Youth Entrepreneurship program for fifth adn sixth graders in Syracuse, NY funded through a grant by the United States Department of Justice, Weed and Seed program.

-Served as Interim Director during vacancy

Aug 1988 - Nov 1992

Controller/Administrative Director

Family Services Associates, Inc.

Family Services Associates was a for profit out-patient mental health facility functioning for the treatment of mental health and addiction challenges. My role was that of Administrative Director and controller, responsible for three staff member, (reception, medical billing, accounting assistant) managing office operations, accounting functions and events.

Responsible for automated general ledger, A/P, A/R, Collections, Medical Insurance Reimbursements, reporting requirements, liaison to accountants of record and internal auditing function, managing events and conferences,

Education

Education

AAS Accounting

Finger Lakes Community College

Returned to school part time to refresh and upgrade accounting and business skills. Course work since January 2010 includes:

Principles of Accounting

Managerial Accounting

Intermediate Accounting I

Intermediate Accounting II

Income Tax Theory and Practice

Small Business Entrepreneurship

Mathematics of Money

Business Law

Jan 2010 - Present

Associates in Applied Science

Finger Lakes Community College

Returning student to refresh business accounting skills. Previously employed for 17 years in the accounting function as a controller, chief accountant and assistant treasurer. Now returning to school to "make-current" my knowledge of accounting.

Courses completed:                              Grade

Principles of Accounting                          A

Managerial Accounting                            A

Mathematics of Money                             A

Business Law                                           A-  (online business class)

Previous classes in business: Marketing at Onondaga Community College

                                                        Intermediate Accounting at Syracuse University

                                                        Applied Marketing research at Simon Graduate School (audit class/informal)

Sep 1973 - Dec 1974

Music Education

State University of New York College at Potsdam

Began my first higher ed experience at SUNY Potsdam, Crane SChool of Music. Studied cello, music theory, composition, piano technique, woodwind technique and general required courses.

Certifications

Certifications

International Honor Society

Phi Theta Kappa

National Work Keys Career Readiness Credential

Finger Lakes Workforce new York

Certified Business Adviser

New York State SBDC Administered through State University of New York