Donna Bernard
727 E. Chula Vista Road
Tucson, Arizona 85718
[Send email to request phone number] 03.5368
PROFILE: A detail oriented self-motivated professional with over fifteen years
financial management experience. Leads, organizes, trains and motivates
associates to offer their own unique skills and talents and collaborate as a team
to achieve the company's goals and objectives. Creates, develops and implements /
reconciles accounting systems to manage resources. Applies forecasting and
budgeting expertise to manage funds and improve returns for company.
AREAS OF EXPERTISE
* Financial Statement Preparation
* Cash Flow Management
* Budget Development
* Strategic Planning
* Staff and Team Development
* Budget Analysis / Forecasting
* Account Reconciliation
* Payroll Management
PROVEN ACCOMPLISHMENTS
Self-motivated: Assumed the responsibility of taking on complete management and
organization of stocks, bonds, real estate and notes for an estate. Instituted
controls and systems to effectively manage all assets. RESULT: Created a
multi-focused accounting system to plan investments and compare the results to
the budgets, returns increased over 20%.
Changed procedures to divide accounting functions and petty cash handling.
Results reduced most cash shortages, making it easier to correct sales posting
and remove the parties causing the losses.
Forecasted cash flow of individual real properties to create budgets to control
the renovation of each property so that rental of the units increased over 50%
within eighteen months.
Created a change in strategy which facilitated an opportunity to increase
personal skills of each employee. RESULTS: Improved customer service, significant
increase in new customers over 10% and a reduction in employee turnover.
Trained an employee in the functions of purchasing agents, resulting in the
successful transfer of those functions. Inventory shortages disappeared and food
costs were reduced over 15%.
Reviewed 401K plan, including the financial results of the plan. Secured a new
provider and a third party trustee. RESULTS: Offered wider financial
opportunities for all participants, better protection and lowered management
costs over 20%.
Analyzed projected growth in investments, implemented specific marketing
procedures to sell assets in some cases earning up to 35% return.
Organized information sources in audit resulting in thorough, honest review of
the status of each client as well as uncovering two frauds perpetrated by bank
clients.
Converted accounting system on a new data platform to overcome the problems and
limitations of the current software.
EDUCATION
MBA - University of Southern California
Bachelor of Science - Finance / Management - Oregon State University
727 E. Chula Vista Road
Tucson, Arizona 85718
[Send email to request phone number] 03.5368
POSITIONING STATEMENT: A management position encompassing comprehensive skill
set in accounting, reconciling, business processes and technology to conceive and
implement bottom-line-boosting business strategies.
PROFESSIONAL HISTORY
Back Home, Inc. / Grandma Tony's Pizza Tucson, AZ 2007 - 2011
Controller/Financial Manager
* Reconciled three corporate accounting systems, posting correcting journal
entries and inputting GAAP standards.
* Implemented new controls and procedures to improve cash handling and reduced
cash shortages.
* Responsible for posting monthly accruals and preparing monthly financial
statements by department, reconciling intercompany accounts and managing year end
closings.
* Successfully helped organize major debt financing which slashed financing
costs by more than 33%.
First Magnus Financial Tucson, AZ 2005 - 2007
Senior Accountant
* Posted and reconciled construction loans; monitored and processed companywide
credit card charges.
* Posted journal entries affecting loans, verified payoffs and processed loan
payoff funds, notifying appropriate parties.
* Posted and reconciled all bank statements from a single funding source.
OrderPro Logistics Tucson, AZ 2004
Senior Accountant
* Prepared corporate payroll and related tax forms.
* Integrated new subsidiary into company records with few changeover problems.
* Formulated comprehensive insurance package and unique financial analysis as
requested.
* Supervised and verified accounts payable functions.
Long Realty Corporation Tucson, AZ 2003
Financial Reporting Supervisor
* Supervised and motivated accounts payable and property management staff.
* Updated and compared monthly income statements to interim budgets.
* Monitored all accounts payable posting and reconciled all property management
accounts.
Credit Reports of Arizona Tucson, AZ 1998 - 2001
Administrator
* Administered all operations from record keeping to delivery of information
and collections.
* Supervised and trained all employees in credit scoring and customer service.
* Developed, implemented and managed budget reducing overhead by 20%.
* Provided computer support by maintaining connections, interfacing and billing
programs.
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Donna Bernard (continued)
ADDITIONAL EXPERIENCE
Trustee (5 Separate Trusts) - In charge of acquiring, investing, managing,
accounting, monitoring, renting and selling assets when appropriate * Expertise
in fraud detection, fixed / variable cost analysis, financial statement
preparation reconciling and reinstating accounts, 401K procedures /
administration * Treasurer of Junior League of Tucson * Cash Management *
Negotiated leases for commercial properties * Managed resort hotels and
restaurants * Fountain Flyers Toastmasters * Stock market investing
TECHNICAL QUALIFICATIONS
Excel * Microsoft Word * Outlook * QuickBooks * Quicken
Powerpoint * Great Plains * Promas * Epicor
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