Mes compétences :
Budgets
Microsoft Office
Cost Reduction
Problem solving
Accounting
Cost control
Bookkeeping
Entreprises
Convocation of Episcopal Churches in Europe
- Treasurer
2013 - maintenant• Oversee the development and application of the Convocation's financial policies
• Assist and act as council to the Bishop, the Council of Advice and Finance Committee in financial matters of the Convocation
• Fiduciary responsibility for all assets, liabilities and contractual obligations of the Convocation
• Perform a quarterly and annual review of the procedures, books and records of the Convocation. The results of this review are to be reported to the Finance Committee and Council of Advice.
• Assist and guide the accountant
• Responsible for the preparation of the financial reports – quarterly and annually.
• Responsible for the presentation of the financial reports to the Bishop, Council of Advice and the Convention
• Manage the annual review by the external auditors, working with the Assistant Treasurer and Accountant and in consultation with the Finance Committee
o Review the recommendations of the auditors and ensures that all issues and recommendations are resolved in a timely manner.
• Recommend to Council of Advice the selection of a bank, if necessary; sign checks, in the Bishop’s absence, and investing excess funds wisely
• Review and manage the access to the Convocation’s funds, and any outstanding bills or debts owed, as well as develop systems for keeping cash flow manageable
• Compare and report on the actual revenues and expenses incurred against the budget to the Finance Committee.
• Responsible for reporting to the Bishop, Council of Advice and the Financial Committee on key financial events, trends, concerns, and assessment of fiscal health in addition to completing required financial reporting forms in a timely fashion and making these forms available to the Council of Advice.
• Member ex officio of the Finance Committee
Ciatti Europe
- Bookkeeper
2007 - 2011
Schubert Nursery
- Controller/Owner
1997 - 2005• Responsable des rapports de coûts-budgets mensuels
• Préparation de bulletins de paie et calcul des charges sociales
• Facturation
• Rapprochements bancaires
• Gestion administrative du cabinet
• Etablissement de bulletins de paie et calcul des charges sociales
• Etablissement de bilans
Dole Fresh Vegetables
- Accounting Manager
1996 - 1997Manager of all Balance Sheet line items including:
- Cash and Investments
- Reserves
- Fixed Assets including property tax declarations
- Subsidiary partnership tax declarations
Deloitte
- Senior Accountant Tax Services
Puteaux1987 - 1993Managed client portfolio from interview to tax returns
Managed all audits by government entities including IRS, FTB, CA Sales and Use Tax, Property Taxes, Payroll Taxes
Formations
San Jose State University (San Jose Ca)
San Jose Ca1981 - 1985BS Accounting
Drake University (Des Moines, Iowa)
Des Moines, Iowa1979 - 1981International Relations