Tom Birch
2831 SE Steele Street #15, Portland, Oregon 97202
www.linkedin.com/in/birchtom | [email protected] | 503.312.7329
OVERVIEW
I completed a B. Sc. in Accounting and B. Sc. in Human Resources Management in November, 2013 and am currently sitting for both the CPA and PHR exams. In my previous career I specialized in financial cleanups and turnarounds for micro to midsize organizations.
KEY SKILLS
· Proven ability to successfully pass multiple audits including A-133 audits
· Demonstrated ability to create and maintain exceptional collaborative relationships
· Extensive computer proficiency and exposure to a wide variety of accounting software
· Process improvement especially in cash flow and internal controls
· 3.8 GPA
EXPERIENCE
Financial Consultant, VanderHouwen & Assoc., Portland, OR 04/2013 – present
Assist clients with financial management projects. Temporary position while completing upper division courses for B.S. in Accounting. Served as a high volume Accounts Payable Accountant for a 501(c)(3) CDC for 3 months where I additionally assisted with payroll and receivables tasks within separation of duties.
Accounts Payable Manager, Company Name Withheld, Beaverton, OR 01/2012 – 08/2012
Contract position to assess processes and submit previous year’s books for tax preparation.
· Reconciled all balance sheet items to actual
· Brought accounting processes toward GAAP compliance
· Created specialized dashboard reporting system to improve owner’s management capacity
· Created reconciliation processes between POS and accounting software
· Created and oversaw internal controls
· Created an operating budget to optimize cash flow and reduce liabilities
Operations Manager, Michael Allen’s Clothier, Portland, OR 12/2010 – 11/2011
Contract position to oversee and assess all business administration processes for a micro business.
· Full cycle bookkeeping including in-house payroll and financial reporting
· Successfully implemented a 3 year plan to reduce liabilities and increase expansion capital
· Reduced staff turnover from 60% annually to 0%
Staff Accountant, Asian & Pacific Islander Wellness, San Francisco, CA 1/2010 – 11/2010
Temporary, contract position through The Job Shop at a 501(c)(3) public health organization.
· Managed all aspects of Accounts Payable and Accounts Receivable
· Managed all aspects of bi-monthly non-profit payroll including salary allocations
· Reconciled G/L accounts
· Reviewed and reconciled benefits invoices, managed COBRA invoicing
· Created a system to track internal compliance resulting in a compliance increase from 88% - 99%
· Wrote a comprehensive accounting procedures manual
Financial Consultant, The Job Shop, San Francisco, CA 2009 – 11/2010
Assisted various clients with administrative and bookkeeping projects during transition from San
Francisco to Portland, Oregon. Additionally worked in The Job Shop offices as administrative staff.
Director, the blue hand, Novato, CA 1998 - 2008
· Provided therapeutic massage therapy to clients with acute and chronic injuries
· Served at least 250 clients continuously with less than 10% annual turnover
· Maintained outstanding relationships with clients and their health care teams
· Taught business classes in local massage schools
Office Management (condensed work history), Bay Area, CA 1987 – 1998
· Provided full cycle bookkeeping
· Provided human resource management
· Implemented and maintained OSHA programs
· Provided event management
· Transitioned companies from manual to computerized accounting systems
· Wrote policy and procedure manuals as well as promotional materials
EDUCATION
Western Governors University, B.Sc. Accounting and B.Sc. Human Resources, graduated November 2013, 3.8 GPA
COMMUNITY INVOLVEMENT
Professional Memberships: AICPA, OSCPA, Oregon Notary Public Association
OSCPA Career Development Committee
Volunteer Tax Counselor, CA$H Oregon
2831 SE Steele Street #15, Portland, Oregon 97202
www.linkedin.com/in/birchtom | [email protected] | 503.312.7329
OVERVIEW
I completed a B. Sc. in Accounting and B. Sc. in Human Resources Management in November, 2013 and am currently sitting for both the CPA and PHR exams. In my previous career I specialized in financial cleanups and turnarounds for micro to midsize organizations.
KEY SKILLS
· Proven ability to successfully pass multiple audits including A-133 audits
· Demonstrated ability to create and maintain exceptional collaborative relationships
· Extensive computer proficiency and exposure to a wide variety of accounting software
· Process improvement especially in cash flow and internal controls
· 3.8 GPA
EXPERIENCE
Financial Consultant, VanderHouwen & Assoc., Portland, OR 04/2013 – present
Assist clients with financial management projects. Temporary position while completing upper division courses for B.S. in Accounting. Served as a high volume Accounts Payable Accountant for a 501(c)(3) CDC for 3 months where I additionally assisted with payroll and receivables tasks within separation of duties.
Accounts Payable Manager, Company Name Withheld, Beaverton, OR 01/2012 – 08/2012
Contract position to assess processes and submit previous year’s books for tax preparation.
· Reconciled all balance sheet items to actual
· Brought accounting processes toward GAAP compliance
· Created specialized dashboard reporting system to improve owner’s management capacity
· Created reconciliation processes between POS and accounting software
· Created and oversaw internal controls
· Created an operating budget to optimize cash flow and reduce liabilities
Operations Manager, Michael Allen’s Clothier, Portland, OR 12/2010 – 11/2011
Contract position to oversee and assess all business administration processes for a micro business.
· Full cycle bookkeeping including in-house payroll and financial reporting
· Successfully implemented a 3 year plan to reduce liabilities and increase expansion capital
· Reduced staff turnover from 60% annually to 0%
Staff Accountant, Asian & Pacific Islander Wellness, San Francisco, CA 1/2010 – 11/2010
Temporary, contract position through The Job Shop at a 501(c)(3) public health organization.
· Managed all aspects of Accounts Payable and Accounts Receivable
· Managed all aspects of bi-monthly non-profit payroll including salary allocations
· Reconciled G/L accounts
· Reviewed and reconciled benefits invoices, managed COBRA invoicing
· Created a system to track internal compliance resulting in a compliance increase from 88% - 99%
· Wrote a comprehensive accounting procedures manual
Financial Consultant, The Job Shop, San Francisco, CA 2009 – 11/2010
Assisted various clients with administrative and bookkeeping projects during transition from San
Francisco to Portland, Oregon. Additionally worked in The Job Shop offices as administrative staff.
Director, the blue hand, Novato, CA 1998 - 2008
· Provided therapeutic massage therapy to clients with acute and chronic injuries
· Served at least 250 clients continuously with less than 10% annual turnover
· Maintained outstanding relationships with clients and their health care teams
· Taught business classes in local massage schools
Office Management (condensed work history), Bay Area, CA 1987 – 1998
· Provided full cycle bookkeeping
· Provided human resource management
· Implemented and maintained OSHA programs
· Provided event management
· Transitioned companies from manual to computerized accounting systems
· Wrote policy and procedure manuals as well as promotional materials
EDUCATION
Western Governors University, B.Sc. Accounting and B.Sc. Human Resources, graduated November 2013, 3.8 GPA
COMMUNITY INVOLVEMENT
Professional Memberships: AICPA, OSCPA, Oregon Notary Public Association
OSCPA Career Development Committee
Volunteer Tax Counselor, CA$H Oregon