Recent Successes
Determined the accounting procedures and entries needed to accurately account for the inventories of a sock manufacturer, helping prepare for a systems development project.
Designed an AS/400 application to accept inventory transactions and standard costs from other system — and prepare accounting entries, improving inventory accounting timeliness and accuracy.
Analyzed the transactions and designed necessary accounting procedures and entries for a glove and knit products designer and marketer, permitting better evaluation of inventory position and sourcing effectiveness.
Revised the budgeting approach, and developed new budgeting, tools and associated reference and training materials for an insurance company, allowing consistent preparation of project-based departmental budgets.
Analyzed the accounts payable processes of a health care insurer, proposing changes and an implementation plan to improve control and efficiency of invoice processing.
Reviewed the expected and perceived service quality of the management reporting function of a health care insurer, identifying several significant gaps and recommending ways to reduce these gaps.
Documented the process and determined the cost of graphics design at an athletic apparel manufacturer, recommending ways to incorporate overall business goals into the process.
Analyzed the volume and dollar concentration of travel and entertainment reports of an apparel manufacturer, proposing processing scopes that would significantly reduce the accounts payable workload.
Evaluated the systems strategy and function of an association of public accounting firms, recommending: ways to improve systems development effectiveness and to enhance connectivity options for member firms.
Developed a Lotus Notes reference guide for an industrial coatings manufacturer, allowing the company to electronically distribute finishing instructions, troubleshooting, and other information to their distributors.
Upcoming Projects
Implement new accounting procedures for a glove and knit products company, improving accuracy of inventory recording.
Work with the partners of a law firm to monitor and analyze actual versus budgeted fees and income, allowing the firm to maintain strong profitability.
Document all major accounting transactions and determine major unmet information needs, producing a requirements document to request and evaluate proposals for a new financial and accounting system.