RESUME OF QUALIFICATIONS
SUMMARY OF
QUALIFICATIONS
Experience: Twenty-five plus years experience in management including merchandise
procurement, receiving and distribution, internal controls, inventory
management, asset protection and personnel supervision. Extensive experience with information
systems including selection, implementation, training, support and
administration of network, mainframe and e-commerce systems. Financial experience includes
preparation and analysis of tax returns, budgeting and all other aspects of
financial management.
Education: Bachelor
of Science, Accounting
Honors Diploma
Certification: Certified Public Accountant, January 1987
Passed all four parts of examination on first attempt
Certified Information Technology Professional, November 2000
EMPLOYMENT HISTORY
July 1990 Chief Financial Officer/Director of Information Technology
to Present PERLIS, INC.
Supervise the handling of all financial matters for a chain of retail clothing stores and boutiques including cash management, accounts receivable, accounts payable, internal audit, payroll and all other accounting functions. Preparation of all budgets including sales, merchandise (OTB) and financial and fixed assets. Prepare monthly and annual financial statements. Prepare all local, state and federal tax returns. Maintain and supervise computer systems in central office and all retail stores including establishment and supervision of e-commerce site.
Daily management duties involve the supervision of an accounting staff of six personnel. As a member of senior management, responsible for long range planning for the corporation.
January 1989 Certified
Public Accountant
to Present
Work on a part time basis. Handle completion of client financial statements and tax returns. Includes work for individuals, estates and trusts, partnerships and corporations.
June 2006 Vice-President/Chief
Financial Officer
to Present SERVICE BILLING, LLC
New Orleans, LA
Handle all financial affairs for online billing agency. Duties include preparation of all budgets and oversight of financial transactions. Prepare monthly and annual financial statements. Prepare all local, state and federal tax returns.
March 1990 Bank
Examiner
to June 1990 OFFICE OF FINANCIAL INSTITUTIONS
STATE OF
Performed audits of banks
chartered by the State of
PROFESSIONAL AND CIVIC
Member of American Institute of Certified Public Accountants, Society of Louisiana CPAs, Institute of Certified Information Technology Professionals, Institute of Management Accountants and Institute of Internal Auditors. Member of the Louisiana Society of CPAs Small Business Committee since 2001. Member of Board of Directors of the Greater New Orleans Sports Foundation. Treasurer of Heritage Heights Homeowners Association since 1995. President of University of New Orleans Privateer Athletic Foundation since 2006.
PERSONAL