Samples of Forms I have Created




Internal Control Implementations & Monitoring

Variance Analysis

Financial Analysis & Audits

Cost Accounting / Job Costing

Managerial Finance

Financial Statement Preparations



Management & Training

Microsoft Office

Tax Return Preparation



Work History

Work History

Overdraft Representative

Fort Sill National Bank

September 2002 - January 2004 & July 2004 - May 2005

Worked as an Overdraft Representative and was one of three employees that handled a special phone line for the most challenging customers.

  • Process overdraft applications
  • Calculate temporary overdraft loans
  • Write letters of correspondence
  • Answer heavy incomming calls
  • Research items using imaging
  • Created spreadsheets using Excel to log applications
  • Train new and existing employees
  • Research & Filing
  • Uncovered embezzlement while assisting in an audit
Oct 2011 - Present

Finance Manager / Controller

Shasta Orthopaedics & Sport Medicine

Performing functions as a Finance Manager and Controller for a medical corporation, their multiple underlying entities and numerous physician accounts

  • Manage accounting department
  • Converting and implementing Accounting system into a Cost Accounting system with more than 9 cost centers and an additional 14 department cost classes
  • Oversee and ensure proper internal controls are put into place
  • Creating policies and procedures and enforcing internal control measures
  • Developed more indepth requisition and purchase order process to ensure accountability from requisition to payment for goods and services. This includes creating requistion requests, purchase order, purchase order log and service ticket request forms.
  • Implementation of new and more efficient cost effective systems
  • Monitoring of business transactions
  • Produce P&L, various financial reports and prior period variance reports
  • Payroll supervising
  • Vendor Analysis
  • Currently in the process of developing and implementing a new inventory management system
Jul 2009 - Jul 2010

Staff Accountant

George W. Klein CPA

Performed Staff Accountant functions assisting business clients with a variety of financial needs.

  • Directly responsible for 15 business/corporate clients to include: overseeing payroll, payroll taxes, quarterly payroll reports, financial statement preparations etc.
  • Prepare and review income tax returns to include 1040, 1120, 1120S,1065's and amended returns
  • Process sales and use tax returns, lodging tax returns and payroll tax returns
  • A/P & A/R, reconcilliations
  • General Ledger & Journal Entries
  • Quarterly / year end closing and financial statement preparations in accordance with GAAP standards
  • Assisted CPA in governmental Audit, wrote engagement letter, performed tests and analysis, and assisted in the compliation of the Unqualifed Opinion Standard report in accordance with GAAS and Governmental Auditing Procedures
  • Generated W2's, W3's, 1099's, 1098's, 1096's and preparation of year end payroll reports
Mar 2007 - Jul 2009

Office Manager / Business Plan Writer

Nebraska Business Development Center

I worked as a non-paid work study as an Office Manager at this office. Although I continued to assist clients on an as need basis through 2011.

Duties included:

  • Non-profit grant reporting
  • Manage grants and expenses using Quickbooks
  • Write and assist clients in writing Business and Marketing plans as well as financial forecasting spreadsheets
  • Assist in counseling clients regarding business ventures
  • Reconcile accounts
  • Filing
  • Write letters of correspondence
  • Wrote the Office Assistant prodecural handbook
Jan 2009 - Apr 2009

Office Assistant

Fred A Lockwood & CO (FALCO)

I worked as a college intern during the tax season. I performed a wide array of work to include:

  • Data Entry
  • Process Work Orders
  • Billing
  • Filing
  • Letters of Correspondence
  • Process Mail
  • Answer Phones
Jul 2007 - May 2008

Internet & Marketing Manager / Sales Associate

Timberline Autoplex
  • Assisted in writing company business plan for the transition of new owners to include: Business Plan, Marketing Plan and 3 year Financial Forecast
  • Inventory Management
  • Automotive Sales and Accessory Sales
  • Customer Service
  • Photographed Inventory
  • Advertised Vehicles, sales, vacancies and special promotions via print, TV, internet and radio
  • Marketing and Advertising via Internet
  • Website management
Jul 2006 - Jul 2007

Chadron Native American Center

Office Manager
  • Grant writing and reports, cash reports and auditing
  • Bank Reconciliations
  • Payroll using Quickbooks
  • Process Accounts payable and Accounts Receivable
  • Worked and managed the monthly Food Pantry
  • Worked successfully with an ethnically diverse populous
  • Process emergency assistance requests
  • Taught basic computer, typing and Microsoft office skills to clients
Mar 2006 - Jul 2006

Tabulation / Revenue Auditor

Comanche Nation Casino
  • Separated winning tickets by game and game number
  • Calculate winning tickets and audit them by comparing them to cage cashier tape totals and machine totals, checking for variances
  • Calculate totals of each individual machine for every game, grand total each individual machine total as well as each game and compare totals, checking for variances 
Jan 2004 - Jul 2006


Appetitite 4 Contruction
  • Make estimates / place bids
  • Calculate bids
  • Write letters of correspondence
  • Worked advertising campaigns
  • General Office Duties
  • Collections
  • Various contruction / remodeling labor
Jan 2004 - Jun 2004

Office Manager

Airbus Industries

This opportunity as an Office Manager was a temporary assignment through Adecco Employment Agency.

  • Scheduled meetings using MS Outlook
  • Make international car, flight and hotel reservations
  • Create Excel Spreadsheets
  • Screen Phone calls
  • Various admin duties in a Technical environment
  • Reorganized filing system
  • Updated pilot and training manuals
  • Ordered office supplies
Mar 2001 - Mar 2002

Assistant Manager


Was an Assistant Manger for two different stores in Colorado Springs.

  • Trained new and existing employees
  • Open/Close Store & duties
  • Inventory Management
  • Sold DirecTv
  • Cashier & Customer Service
Aug 1999 - May 2000

Executive Administrative Assistant

Adecco Employment Services

This was a temporary assisgnment as an Executive Administrative Assistant for a large Grocery retailer in Minneapolis.

  • Reorganized filing system
  • Wrote memorandums and took meeting notes
  • Schedule hotel, car and airline reservations
  • Set up telephone conferences
  • Audited time and expense reports for 37 employees
  • Created Spreasheets to graph time and expense reports
Mar 1998 - Oct 1998

Research Clerk II

First National Bank / Ft. Hood National Bank
  • Created the Research Department manual
  • Created spreadsheets to log platters
  • Handled customers inquiries using Microfiche, Microfilm and Imaging
  • Fufllied Subpoenas
  • Wrote department Memorandums and letters of correspondece to customers and employees
  • Took meeting notes
  • Heavy incoming and outgoing calls
  • Diffused difficult situations
  • Trained new and existing employees


Jun 2011

Bachelor of Arts

Chadron State College

Major GPA 3.87 / 4.0

Inducted into Delta Mu Delta Honor Society