About Me

Mission

Dedication. Expertise. Passion.

I offer you the best accounting and financial AI technology available straight down to traditional core fundamentals that can bring out the best in your organization to achieve your ultimate goals.

Master in Professional Accounting, Eastern Washington University, magna cum laude

Bachelor of Arts in Economics

Bachelor of Arts in Political Science

CPA Candidate: Sat for BEC section of CPA Exam on 10/12/2023 in the Washington State Board of Accountancy jurisdiction. My performance on the Information Technology content area was rated STRONGER compared to passing candidates by the National Association of State Boards of Accountancy (NASBA).

About the BEC Section of the CPA Exam

The Business Environment and Concepts (BEC) section covered the following topics and subtopics:

Information Technology:

· Cybersecurity risks · information confidentiality risks (protect sensitive data, protect source code, protect database data files) · system availability risks · general IT controls (source data, input validation routines, online data entry, data processing & storage, output, data transmission) · logical electronic access controls · physical controls · incident response

· business resiliency-continuity-safeguarding assets (financial, operational, cyber, IT systems... minimizing downtime, disaster recovery, backups) · IT strategies · systems and processes · IT objectives/threats/controls

· revenue cycle (sales orders, credit, inventory availability, shipping, billing, accounts receivable, cash collections)

· expenditure cycle (purchase orders, receiving, storage, invoicing service vendors, approve & pay accounts payable)

· production cycle (materials & operations of product design, production plan & schedule)

· HR cycle (payroll, disbursements, benefits, taxes, outsourcing HR functions)

· general ledger & reporting system (updates, adjustments, financial statements, managerial reports)

· AI · machine learning ·IT automation

·extensible business reporting language to exchange financial info between businesses, lenders, investors, analysts, regulators · internet technologies · network technologies · accounting information systems

· management information systems (decision support system, executive information system, expert system, strategic information system, transaction processing system)

· big data · IT data analytics · IT data visualizations

· customer relationship management (CRM) systems (on-premise, cloud, open source) · digital business models

· cloud computing · IT system & organization controls (SOC) reports

· control objectives for Information and related technology (COBIT) - security & control framework

· IT risk (assessment, change management, information systems development

· IT conversion strategies (parallel, phased, big bang, hybrid) · security availability, confidentiality, privacy · IT data governance · Extract-Transform-Load data, - - - - Data Extraction: digital - - optical content recognition of physical data - - usage & latency - - internal audit of quality & utility - - analyzing extraction... full vs incremental - - - Data Transformation & Cleansing: predefined rules - - data libraries - - joining multiple fields - - generating calendar tables - - mapping - - Data Loading: populate tables - - fit to data warehouse schema - - check data is ready for use - - verify referential integrity between dimension & fact tables - - initial/incremental/full refresh data loads

· relational databases · data repositories (warehouse, lake, mart, repositories, cubes) · IT data analytics visualization (modeling, dashboards, tools, techniques... box plot, histograms, heat maps, charts, tree maps, etc)

Operations Management:

Managerial accounting - - - · financial & nonfinancial measures of performance management · budgeting & analysis

· master budgeting · segment reporting & responsibility accounting · learning curve analytics to estimate future time to produce units · time series analytics to predict future outcomes (trends, seasonal variation, cyclical variation, random movement)

· expected value by assigning probabilities in a payoff table

· forecasts (sales, percent of sales for financial statement, income statement, balance sheet, debt/interest)

· projections (free cash flow, cash budget, cash flow cycle, cash flow predictions for capital projects, capital intensity, additional funds needed calculations, excess capacity)

· cost-volume-profit analytics · inventory planning & control

· decision-making processes (sell or process further, make or buy, insource or outsource, keep or replace equipment)

· special order pricing, dropping product lines & other segments · customer-division-business expansion

· effective use of a constrained resource · gross margin analytics for unexpected changes in gross margin with a focus on sales price variance, sales mix variance, sales volume variance, & cost price variance

· product & service pricing · rate of markup · targeted rate of return on assets employed · internal transfer pricing

· forecasting & projection (quantitative for trends, qualitative using Delphi method, scenario building, surveys, similar product analogies)

· regression analytics to estimate cost functions to predict future costs · total quality control · total quality management

· just-in-time manufacturing · cost of quality (prevention, appraisal, internal failure, external failure)

· target-based costing to reduce costs while maintaining quality · life cycle costing

· balanced scorecard (employee training, internal business processes, customer satisfaction, financial data)

· benchmarking to best-in-class · incentive employee compensation

· improvement initiatives ( six sigma to eliminate defects, ISO 9001, lean production, etc.) · theory of constraints

· drum-buffer-rope system · material resource planning for ordering raw materials & components · value engineering

· market & risk analytics · strategy development · strengths-weaknesses-opportunities-threats analytics

Cost accounting - - - · cost allocation of overhead, common costs, joint costs to cost objects · cost pools · allocation bases

· cost drivers · variable costing · absorption costing · management accounting · manufacturing product costs

· job order costing · process costing · spoilage-scrap-rework costs · activity-based management & costing

· allocation of support department costs · allocation of joint products & byproducts · cost reporting

· variance analytics (materials, labor, overhead) · process-based management · business process modeling

· event-driven process chains · cognition-enhanced natural language information analytics methods

· business process model & notation · extended business modeling language unlocking the DNA of a company

· subject-oriented business process management · shared services, outsourcing, offshore operations

· business process reengineering · value chain analytics

· internal differentiation analytics to identify customer's perceived value of products & services

· vertical linkage analytics to identify strategic links with value-adding processes of suppliers, distribution channels, users

Enterprise Risk Management (ERM), Internal Controls, and Business Processes:

· System Organization Controls (SOC) 1 · Payroll ·ERM AI

· robotic process automation (RPA) to mechanize repetitive tasks that humans usually perform with digital systems & software with autonomous bots

· Cloud · electronic data interchange (EDI) for communication of business documents in standard format between businesses such as forms & invoices

· radio frequency identification (RFID) using readers & tags to identify objects or people · RFID inventory management

· cash collection · purchase & accounts payable disbursement cycle · industrial internet of things (IIoT)

· Virtual Reality (VR) for engineering and design · ERM data analytics · accounting & financial software reporting systems,

· process improvement for operational efficiency

Economics:

· Measures and Indicators for business cycles · differentiation/competitive strategies · financial risk management

· cryptocurrency · blockchain · supply chain management · forecasting techniques · ratio analytics

Financial Management:

· Capital structure · working capital (cash flow & cash budgets) · financial valuation methods & decision models

· equity & debt financing · lease financing · inventory management · accounts payable management

My Background:

· Securities Financial Advisor · Stock options trading on the Chicago Board Options Exchange

· Placing industrial energy contracts based on futures trading

· Manufacturers’ Rep: solar panels – wind turbines – solar control glass – Generac standby generators

· Trade publication copywriter · Manufacturing line operations · Warehousing & supply chain logistics

· Transportation logistics · Fortune 50-1000 corporate security operations · National political campaigns

· Corporate Training · Motivational speaking · Sales – Marketing - Customer service ·YouTube videography

· Administrative work at the Haight Ashbury Free Medical Clinic · Environmental technology activism

· Charity fund raising · Restaurant & hospitality operations · Developed an LLC feature film venture

· Writing websites · Musician: electric guitar, piano, sax, trumpet, French horn, and flute

· Screenwriting (spy-thriller represented by Screenplay & Music Mogul Agent, Marvin Smith, who was nominated for a Grammy for a song he did with Snoop Dogg)

· Joke writing · Performing stand-up comedy · Traveled 3 continents: North Am – Europe – Africa

· Summer language institute in French · Economics research at UC Berkeley

· Lived in San Diego – Orange County, CA – Los Angeles – San Francisco – Chicago – New Orleans – Cincinnati

· DIY home construction