SMR’s Resume
 
Accounting  Reporting
Financial Statements Preparation Internal (Management) Reporting Financial Modeling Performance Metrics Reports / Metrics Design Examples of how we’ve helped other companies: Needed to provide better quality financial information to functional managers to ensure accuracy of their flash reports Developed a new Functional Expense report which summarized expenses by account and as a percent of sales for each managers’ area of operations One time investment in the set-up of this new report allowed consistent delivery of pertinent and accurate information to all the managers – eliminating the ad hoc nature of inquiries and increasing management confidence in accounting results * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Improving the physical appearance of professional service firm’s reports and bills enabled one client to raise his rates due to his clients’ perception of greater importance. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Activated reporting module of accounting software so that financial statements (at a CPA firm) generate automatically upon request Eliminated transfer of trial balance information into printed financial statement forms thus decreasing likelihood of error as well as decreasing time spent Eliminated typing of financial statements into word processor Bypassing these two steps caused a direct and immediate 50% reduction in the cost of producing compiled or reviewed financial statements – however, because the client was receiving the same service, making no corresponding reduction in sales Software Expertise: General Ledger: Oracle (including ADI, Discoverer, & Markview), Peoplesoft (including nVision), Timberline, Creative Solutions, Quickbooks Pro, & several custom designed packages Other Types: FAS by Best Software, Reveal Electronic storage, Monarch Pro, Microsoft Office (including Access), Windows, & Mac OSX In addition to preparing traditional balance sheet and income statements (statements of profit & loss), we create numerous tables, queries, forms, and reports to assist in improving productivity and reducing costs division-wide by providing operational managers & executives timely & reliable financial data used for operational analysis and financial forecasting.