Professional Documents
Culture Documents
Facilities Management
Project Manager for a $2,100,000 renovation of a 100 year old Church sanctuary.
Developed marketing campaign to raise money, tracking of contributions and pledg
es, managed delinquencies, and reported progress in a recurring report to Board
members and contributors. Results: Eliminated all incurred debt within 36 mont
hs of my taking over financial management.
Supervised staff and physical plant of a facility and organization with 850 fami
lies. Responsible for budgeting and procurement for all materials and services.
Results: Established priorities, issued contracts, and controlled all aspects
of facility maintenance and upgrades all within budget.
Reported financial statements in a timely and organized manner. Filed payroll re
ports on time, prepared financial statements for monthly reports to the Board of
Directors. Adjusted payment of a major yearly obligation to coincide with seas
onal revenue. Results: Eliminated crisis management of budgetary responsibiliti
es.
Governmental Compliance
Established and maintained efficient and professional relationship with the IRS
in order to resolve issues and prevent escalation of client issues. Accompanied
clients on all IRS audits. Results: Professional relationship with several IR
S representatives along with detailed financial accountability, resulted in smoo
th reporting, elimination of follow on audits, saving money for clients on all o
ccasions clients granted a larger refund.
Established long term profit generating, zero debt enterprise supporting local s
chool education programs. Secured inventory and volunteer employees. Result
s: Educational experience for school children enhanced; school organization's p
rofit allowed for an additional $12,500 per year expenditures above legislated s
chool budget.
Started small business CPA/financial consulting firm. Marketed tax advice and s
ervices, successfully prepared all types of tax returns and financial statements
for business and individuals. Results: earned additional $15,000 salary per y
ear.
PROFESSIONAL EXPERIENCE
University United Methodist Church, Austin, Texas 2005-2010
LTMS Store Creator & Manager, Austin, Texas 1998-2002
UUMC Early Childhood Center, Austin, Texas 1991-2010
Shady Hollow MUD Board Director, Austin, Texas 1990-1997
Judith Ann Thomas, Tax Preparation, Austin, Texas 1987-2005
Advanced Micro Devices, Austin, Texas 1985-1987
Datapoint Corporation, San Antonio, Texas 1981-1985
Harte-Hanks Communications, San Antonio, Texas 1978-1981
Quirk & Company Surplus Lines, San Antonio, Texas 1977-1978
EDUCATION and TRAINING
B.B.A in Accounting, minor in Economics, Southwestern University, Georgetown, Te
xas
C.P.A. as of 1980