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Yyyyyy x. yyyyyy

- 6612 Charles Trail Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Senior Accountant ▪ Assistant Controller (Fortune 500 Company)

Qualifications Profile


    Accomplished and results-driven accounting professional with more than 33 years providing end-to-end corporate financial accounting mostly in the healthcare/wellness, business consultancy, and wealth management businesses.

-    Strong passion for delivering outstanding customer service and process efficiencies in financial accounting and wealth management that enable decision makers to steer the company towards business growth and market success.

-    Detail-oriented, analytical and methodical with critical thinking to resolve complex financial and accounting work issues even under stress.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Strong people management and interpersonal communication skills that inspire confidence in achieving shared goals.


Key Expertise

Business Operations Management

    Strategic Planning Support

    Customer Service Management

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

    Process/Workflow Improvement

    Policies & Regulatory Compliance (i.e. GAAP & Sarbanes-Oxley, etc.)

Financial Management

    Full-Cycle Corporate Accounting

    Internal Audit & Control

    Wealth Management

    Commodities/Securities Trading

    Cash Flow Management

    Investment Portfolio Management

    Tax Accounting

    Fixed Asset Accounting

    Revenue & Cost Accounting

    Risk Management

    Financial Metrics Management


    Payroll Administration

    Staff Supervision & Training

    Records & Document Management


    Apps: QuickBooks

    ERP: Accounting & Finance Modules of Corporate ERP Systems

    Productivity Tools: MS Office


Professional Experience


Universal Body Wellness Inc. Xxxxxx, XXXXXX

Controller & Business Instructor May 2001 Present

    Provide full-cycle financial accounting from pre-operating startup involving capitalization and state filings to stock issuance, operationalizing the company controllership to full maturity and responsiveness to accounting data for decision support requirements.

    Supervise a staff of 11 in managing bi-weekly payroll administration, processing monthly 941 deposits, quarterly state and federal filings, year-end reporting, procurement of leased office spaces, and leading all 3rd party contract negotiations and deal closures.

    Install QuickBooks accounting system covering payroll, asset management, revenue and cost management, financial statement preparation, internal controls, and cash flow management.

    Develop training content and conduct 5-hour basic business courses that enable the management team and key personnel to manage the business including their own private practice.


Wellness Skills Inc. Dallas, XXXXXX

Controller Apr 1996 Apr 2001

    Collaborated with IT in revising financial systems that enabled more accurate capture of financial transactions for effective profitability assessments, decision support, and fulfillment of regulatory requirements of state agencies.

    Supervised 4 professionals in administering payroll, providing business performance metrics the board of directors.

    Oversaw successful sale and cash out for shareholders.


Schmeits Enterprises Dallas, XXXXXX

Business & Personal Consultant Oct 1992 Apr 1996

    Maintained extensive investment portfolio for Sutherland investments while serving as the Director of Operations in commodity training for the Market Time Group.

    Successfully cleared a 3-year backlog of financial statements and tax returns for a trucking company.


Winning Ways Unlimited Dallas, XXXXXX Course Instructor / Consultant May 1988 Sep 1992

Wealth Planning Resource Center Dallas, XXXXXX Director - Financial Planning May 1986 May 1988

Arthur Young & Co. Dallas, XXXXXX Sr. Tax Accountant, CPA - Entrepreneurial Services Group Nov 1984 May 1986

Laventhol & Horwath Dallas, XXXXXX Tax Staff Accountant, CPA May 1983 Nov 1984

Hunt Oil Company Dallas, XXXXXX Tax Staff Accountant, CPA May 1983 Nov 1984






Yyyyyy x. yyyyyy

- 6612 Charles Trail Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Education & Credentials



Bachelor of Business Administration, Major in Accounting, Magna cum Laude


Professional Training & Certifications

    Series 7 Investment License

    Certified Public Accountant

Awards & Recognition

    Wall St. Journal Award for Outstanding Academic Achievement

Professional Affiliations

    Member: Toastmasters International


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