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Profile. Available to perform professional forensic accounting services,
including audits, evaluation of claims, and expert witness. Extensive
experience in establishing good accounting procedures with the
necessary internal controls to determine if a company has taken
steps to safeguard its assets and has accounting procedures in place
that give reasonable assurance the financial information is timely and
accurate. I go beyond my accounting and auditing skills and utilize
investigative skills to access the integrity of the books, records,
systems, processes, and management.
B.A. in Accounting from University of Portland, Portland, Oregon,
1972.
Certified Public Accountant. Member of the Washington Society of Certified Public Accountants, 1976.
Certified Fraud Examiner. Member of the Association of Certified Fraud Examiners, Austin, Texas, 2004.
Work History:
Thirty years experience in working with and evaluating accounting systems and the necessary internal controls. My experience has taught me how to spot weaknesses that could result in intentional or unintentional misstatements in financial reporting information.
- Thirty years experience in both public and private accounting.
- Experience in the development and understanding of management reporting systems.
- Experience instituting good accounting procedures with the necessary internal controls to safeguard assets and deter theft.
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Experience analyzing accounting systems, operations and information to assess their integrity and reliability.
Ten years experience, as a Certified Financial Planner, in short and long term management of investment funds, performance of due diligence, and developing and analyzing business plans.
Three years recent experience performing audits for banks and lending institutions.
- Verifying assets used for collateral exist and are properly safeguarded.
- Analyzing reporting processes to assess if they are accurate, timely, and properly reflect the true business transactions.
- Performing financial analysis on the relationship of financial data, looking for signals that might indicate areas in need of further investigation.
- Being aware of and looking for areas where fraud might exist.
- Reporting back to the lending institution the findings of the audit in written format.
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