1029 NE 18th Terrace
Cape Coral, Florida 33909
Phone (239) 772-8011 (H)
Phone (239) 826-7628 (C)
E-mail [Send email using form at bottom]
James Rohrbaugh
Qualification Summary
1) 5 years experience as a Property Tax Systems Team Manager, reviewing,
implementing procedures to streamline existing work flow.
2) 5+ years experience in data conversions and systems integration into various
software reporting packages (PTS Property Tax, QuickBooks Pro w/POS, Peachtree,
Fasttax S&U)
3) 10+ years experience as Office Manager for various companies (Home
Remodeling, Lumber Yard, Insurance Office and Janitorial Cleaning Service)
4) 10+ years experience in Accounts Payable, Accounts Receivable, Payroll, Taxes
(Payroll, Sales and Use and Property), Account Reconciliation’s, General Ledger
Reconciliation’s and Journal Entries.
5) 10+ years experience with Microsoft Access, Excel, Word, Power Point
6) Excellent research skills using the Internet and CCH
7) Excellent communications skills
Professional experience
May 2005 – Present
The Country Scrapper, Inc
Part time Bookkeeper (8 hours per week) responsible for implementing QuickBooks
Pro 2006 with POS, Inventory, Accounts Payable, Payroll, General Ledger
Reconciliation.
January 2009 to Present
The Lee County School District
Temporary Customer Care Center Representative, providing Level 1 Support for new
People Soft Implementation. Position runs through June 2009
January 2007 – March 2009
Creek Resources Tulsa, Oklahoma
Part time Contractor for former Burr Wolff client, major petrochemical company.
* Fixed Asset Account reconciliations
* Supporting Schedule Collections, review, data entry
* Form collection, review, map changes
* Support for PTS data issues
* QA Form or AP Interface
October 2002 – November 2006
Burr Wolff, LP Houston, Texas
Manager – PTS Application Development
Burr Wolff, LP was a Property Tax firm headquartered in Houston, TX. Burr Wolff
developed PTS Corporate a Property Tax Management System that was used by many of
the Fortune 500 companies. Burr Wolff also provided Property Tax Outsourcing,
Appeals and Hosting to many Fortune 500 companies. My team was responsible for
providing core mission critical data and accurate forms required to successfully
manage the Property Tax function for Burr Wolff Compliance and all external
software clients.
* Forms & AP Interface Development Workflow
* Co-ordinate Form and Supporting Schedule Collections
* Manage 5 Developers Schedules
* Manage 3 Member Team for Form and Schedule Collections
* Map Form or AP Interface
* Estimate time to Develop/QA Form or AP Interface
* QA Form or AP Interface
* Level 2 Support
* Systems Integrator for 3 PTS Corporate Clients
* Assist clients in filing returns
* Assist clients in filing amended returns
* Weekly Form Developer Statistics
September 1999 – September 2002
Forms/Systems Integrator
* Responsible for implementing PTS Corporate (Property Tax Compliance Software)
* Identify data sources
* Review filing requirements
* Convert source data to PTS formats
* Import converted data into PTS
* Verify database Integrity
* Fixed Asset Account reconciliations
* Assist clients in filing returns
* Assist clients in filing amended returns
* Train Users
* Responsible for mapping all PTS Forms, Scheduling Developers and QA Team
Members. Providing Asset Category Mapping, Valuation and Index Schedules to
Clients.
July 1997-September 1999
General Electric-Client Business Services Ft. Myers, Florida
Tax Functional Support Client Service Leader
* Manager of 7 team members
* Functional interface between CIS and S&U Tax, Property Tax, Examinations,
Controllership teams.
* Initiate and Participate in Six Sigma Projects
March 1996-July 1997
Tax Functional Support Coordinator
* Maestro Sales & Use Tax Lead
* Responsible for processing 1.5 million S&U records per month.
* Transfer from Maestro to Fasttax data for processing 3600 returns per month.
* A/P Interface
* Optical Imaging
* Sales & Use Tax Tables
* A/P Training within Tax Department
* Developed Productivity Programs
* Vendor Inquiries
* Purchase Review System (S&U Over Payments)
March 1993-March 1996
A/P Functional Specialist
* Developed LAN Productivity Programs
* Void/Reissue
* Pay/Hold
* Company Control
* Utility/Repeat Payment
* Foreign Currency
* Day-to-Day LAN Support
* A/P Training Coordinator
Accounts Payable Representative
* Purchase Order and Receiver Reconciliation
* Electronic File Maintenance
* Interface for 5 GE Manufacturing Facilities
ReSash, Inc. (Home Remodeling)
May 1990 to January 1993 Youngstown, Ohio
Administrative Manager
* Implementation and maintenance of Peachtree III software
* Bank Reconciliation’s (3)
* A/P, A/R, Job Cost (Outside Sales Commissions), and Bi-weekly Payroll (150
employees)
* Month End Closing with P&L and Balance Sheet
* Consolidated Close Reports
*
Bernard-Daniel’s Lumber, Inc
October 1988 to December 1989 Youngstown, Ohio
Office Manager
* Implementation and maintenance of Dimensions Point of Sales software
* End of Day processing
* Daily Cash Reconciliation
* A/P, A/R, Job Cost (Inside Sales Commissions), and Bi-weekly Payroll (15
employees)
* Month End Closing with P&L and Balance Sheet
Education
General Electric Six Sigma Training April 1997
General Electric Six Sigma Green Belt Certification August 1997
Professional Business Writing March 1999
Southwest Florida College of Business Accounting/Computers
Ft. Myers, Florida 1994-1996
Youngstown State University Accounting/Computers
Youngstown, Ohio 1977-1979
COMPUTER SKILLS:
Peachtree III, QuickBooks Pro w/Point of Sale
Microsoft Word, Excel, Power Point and Access
FoxPro Programming Knowledge
James Rohrbaugh Confidential
Resume 2/17/2009
|