Profile...

With a depth of experience in operational and financial management, I have determined and administered company policy within a multiple corporate structure.  Charged with the responsibility of simplifying procedures in a rapidly growing business, I have succeeded in controlling cost, restructuring an internal audit system, and managing large volumes of data for immediate accessibility.  Along with a reputation for "getting things done," my problem-solving abilities are totally employed in attaining operational and financial data with total integrity.

PROFESSIONAL EXPERTISE...

MANAGEMENT:

• Had complete authority for the business and financial management of a $200 million corporate holding company.

• Directed staff of twenty-two people.

• Established operational systems for all departments in multiple corporations.

• Developed, within two months, the procedures for a new corporation to handle accounting, parts, and payroll.

• Handled increasing workload over three years from two to three corporations while reducing the staff from twenty-two to twelve people.

• Handled all insurance programs for multiple corporations.

INTERNAL CONTROL:

• Restructured an entire internal audit system, significantly simplifying audit procedures and paper flow.

• Reduced annual audit time from ten weeks required in 1979 to two weeks in 1985.

• Decreased year-end post closing entries from 120 to 12 (all tax related) through current in-depth account analysis.

• Reviewed and balanced pertinent accounts daily to ensure accurate data input to computers.

• Established an audit trail program to maximize internal controls and retrieval of information.

• Prepared all financial statements and closed the books for three corporations monthly, with procedures for simplifying year-end closing.

• Improved the control of warranty receivables, work in process labor and parts through improved operations and proper aging of accounts.

• Developed the chart of accounts to get specific reports in the shortest possible time, available for daily, weekly, or monthly analysis.

OPERATIONAL AND FINANCIAL CONSULTING:

• Defined and implemented a financial and operational program using Lotus 1-2-3 for clients.

• Guided clients in redefining their in-house data processing systems with systems and controls that work.

• Defined, implemented, and monitored systems and controls that maximize asset management and profit objectives.

• Developed cash flow analysis for clients.

• Created a monthly report interpreting the integrity of balance sheet accounts.

• Instructed personnel in the methods of producing operational and financial data with integrity.

• Reviewed the vital signs of a successfully run business.

• Defined systems and controls necessary to monitor personnel cost.

• Designed forms and procedures for reconciling balance sheet accounts and for projecting a monthly forecast.

MIS MANAGEMENT:

• Converted entire business from a batch data system to an in-house system in 30 days (accounting, payroll, parts, and leasing).

• Researched, analyzed, and selected hardware and software to handle the workloads of four corporations.

• Established complete procedures for the annual parts physical inventory within sixty days.

• Defined, implemented, and monitored a system to manage the acquisition and depreciation of fixed assets.

• Continually adapted and expanded software to meet growing needs of all the corporations.

COST CONTROL:

• Improved cash flow with properly defined and maintained balance sheet accounts and schedules.

• Achieved maximum use of funds resulting in lowered interest cost.

• Created daily financial reports to evaluate balance sheet accounts, gross sales, and cost of sales, expenses, gross profits, and net profits.

• Controlled assets and operational costs for profit centers so that year-end statements reflect accurate profit figures.

SALES MANAGEMENT:

• Surpassed all sales quotas, including slow moving products, in spite of a lagging economy.

• Coordinated marketing and sales between twenty dealers and factory production.

• Developed incentive programs with dealers to maximize leased vehicle sales.

PROFESSIONAL EMPLOYMENT:

CORPORATE CONTROLLER:  Jim Burke Automotive, Birmingham, AL

OPERATIONAL / FINANCIAL CONSULTANT: Management Services, Granger, IN.

CORPORATE CONTROLLER: Gilmore Automotive Corporation, Miami, FL.

CORPORATE CONTROLLER: Gates Chevrolet-Toyota, South Bend, IN.

VICE PRESIDENT-CONTROLLER: Steve Gray Chevrolet, Huntington, IN.

CONTROLLER:  Gates Chevrolet, South Bend, IN.

DISTRICT SALES MANAGER: Ford Motor Company, New Orleans, LA.

OFFICE MANAGER: Friendly Ford, Inc., Springfield, MO.