ACCT 220: Principles of Managerial Accounting
ACCT 411: Accounting Information Systems
University of Redlands - Redlands, CA
January 2015- present
Managerial Accounting and Accounting Information Systems
Developing the AIS course to include both AIS knowledge and a strong use of Microsoft Excel.
College of the Desert - Palm Desert, CA
August 2011- May 2015
Bookkeeping, Computer Literacy (Microsoft Office Suite), Excel and Business Communications.
College of the Desert Education Technology Committee
Sept. 20I2- May 20I5
University of St. Thomas - Minneapolis, MN
Fall 2008- August 2013
Taught graduate and undergraduate level courses in Managerial Accounting and Cost Accounting, as well as, an Advanced Cost Accounting course for the Masters in Accounting Program.
AUGSBURG COLLEGE-Minneapolis, MN
Taught two trimesters of Fundamentals of Accounting II (Managerial Accounting) in the Evening.
Business program. This is an accelerated class for working adults, in which 13 chapters are covered in 7 or 8 class sessions.
Liberty Tax in Cathedral City, CA
2009 to present
•Work with small to medium size manufacturing companies on various projects, including internal reporting and measurements, capacity analysis, burden rate calculations, and customer profitability and bid analysis.
•Work one on one with clients as a personal financial coach.
•Perform various consulting functions as needed by client, including: financial analysis, accounting process, system analysis, business process analysis, etc.
3M COMPANY - Maplewood, MN1984-2007
Finance Training Manager 2006-2007
Responsible for training and development of20+ Finance new hires annually, continuously assessing overall training needs of the organization and improving finance training processes.
•Created Training Strategic Plan which focused on migration from classroom to more blended and e-learning delivery to maximize efficiency and get new employees productive as fast as possible.
•Developed training curriculum, designed and developed new training materials and courses, and updated and revised old training materials and courses to ensure accuracy and completeness.
•Built Subject Matter Expert list for all accounting processes, tools and courses; coordinated with Subject Matter Experts to teach courses as needed and provide content updates.
•Partnered with hiring managers and supervisors to develop a timely training plan to get a new hire productive as soon as possible.
•Documented process to prepare for new employees and posted resources on intranet for consistent use by hiring managers and supervisors.
•Created electronic New Employee Resource Guide with numerous links to valuable training and resources.
Financial Manager - US Business Accounting Center (BAC)
Selected to lead and champion a new accounting organization. Accountable for P&L management of 12 Industrial and Transportation (I&T) Market divisions with annual sales of $2.5 billion.
•Facilitated accounting process standardization within workgroup and across US Business Accounting Center resulting in 16% productivity improvement.
•Improved and standardized processes for Selling Price Variance Analysis Process, Unit Cost Update and Maintenance Process, streamlining the monthly maintenance of Accounting Analysis Tools, and standardized common financial reports.
•Led team that created specific job descriptions, to better define the BAC role and expectations.
•Key team member on 6 sigma black belt project to streamline the US P&L Audit Process, which was integral to reducing the P&L cycle by 2 business days.
•Audited and reviewed key SOX accounting controls for I&T market divisions. Collaborated with I&T Business Finance leaders to evaluate the 3M Global Financial Standards for SOX compliance.
Other Significant 3M Experience:
Senior Financial Analyst-Packaging and Masking Tape Business
Financial Consultant and Business Analysis for the Global Business Team.
•Completed thorough Sales and Pricing Analysis, resulting in elimination of 1 pricing tier.
•Created bid-pricing calculator for Marketing managers to improve profitability on pricing bids to tum this business around and grow, versus the prior 2 years of top line decline.
Senior Financial Accountant
Co-lead of the PeopleSoft General Ledger Implementation Team
•Successfully implemented on schedule.
•Assisted with subsequent integration of PeopleSoft Procurement and HR.
Manufacturing Financial Analyst-St. Paul Tape Plant (union facility) and 4 other plants
Manufacturing Cost Analyst-Hutchinson Tape Mfg Plant
Manufacturing and Financial Analysis for Plant Staff and Division Manufacturing and Finance Leaders.
•Pioneered the onsite Manufacturing Financial Counsel Position.
•Created training program for plant management team and process engineers to improve financial understanding and knowledge of the Theory of Constraints.
Operational Accounting Supervisor-Chemicals, Tape Mfg, and Consumer & Office Markets.