PHILIP ROBERTS
2605 W. Laredo St., Broken Arrow, OK 74012
Phone: 918-938-2621 & E-Mail:
[email protected] PROFESSIONAL ACCOUNTANT
EXECUTIVE SUMMARY
Seasoned accounting professional with experience in corporate and manufacturing settings, as well as other
small businesses. Worked 17 years in various large domestic and foreign manufacturing corporations. Spent
the last 8 years working as an independent contract accountant performing accounting services for a varied
and diverse set of clients. Major strengths include knowledge of the full accounting cycle, how transactions
affect the general ledger, experience with software systems, and extracting data for analysis.
SUMMARY OF SKILLS
Financial Reporting AP & AR QuickBooks
General Accounting Payroll MS Excel
Cost Accounting Fixed Assets MS Access
Budgeting MAS 200 MS Word
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EDUCATION
Master of Science in Accounting Oklahoma City University
Master of Business Administration Oklahoma City University
Bachelor of Science in Finance Oklahoma State University
EXPERIENCE
Independent Contract Accountant (Oct 2008 to Present) Tulsa, OK
Provided accounting services to an electrical contracting company and other small businesses.
Served as Temporary Controller for both local manufacturers and a medical billing group.
Provided accounting services to a non-profit company that receives Federal grants.
Served as an adjunct professor at OBU teaching managerial accounting to MBA students.
Prepared tax returns for individuals and small businesses.
Controller BG Products, Inc. (Jan 2008 to Sep 2008) Wichita, KS
Directed a software system upgrade from MAS 90 to MAS 200.
Managed the accounting department and information systems.
Prepared financial statements, budgets, and forecasts.
Division Controller Norcraft Companies, LLP
Mid Continent Cabinetry Division (Aug 2006 to Dec 2007) Newton, KS
Provided functional managers with monthly analytical reports that helped reduce headcount by 40
percent during a year when the housing market experienced a drastic downturn.
Prepared financial statements, budgets, and forecasts for three plants and four distribution centers.
Controller Astellas Pharma Technologies, Inc. (Apr 2003 to Nov 2005) Norman, OK
Transitioned U.S. financial headquarters from Palo Alto, CA, to Norman, OK.
Established accounts payable and treasury functions after divestiture of a sister division that previously
provided those services.
Worked with Japanese parent company to integrate financial reporting systems after a merger.
Authored 44 Polices/ Procedures to design internal control environment satisfying SOX.
Worked with Ernst & Young in New York City to help design a global transfer pricing strategy.
Prepared financial statements, forecasts, budgets, and cash flow projections.
Managed accounting department (general accounting, cost accounting, A/R, A/P, & fixed assets).
Cost Accountant Hitachi Computer Products (Apr 2001 to Apr 2003) Norman, OK
Assisted with upgraded of the cost accounting system to a new version of PeopleSoft.
Prepared monthly cost accounting reports, including variance analysis and lower of cost or market
analysis. Established annual cost standards and quarterly current cost standards.
Finance Manager General Electric
Industrial Systems Division (Nov 1999 to Mar 2001) Fort Wayne, IN
Provided financial reports to executives which helped reduce headcount by 30 percent and reduce
other variable costs, such as material costs by 6 percent per year.
Evaluated investments using financial modeling tools such as Return on Investment (ROI), Net Present
Value (NPV), and Internal Rate of Return (IRR).
Analyzed and reviewed actual spending versus budget through variance analysis.
Cost Accounting Manager, General Accounting Manager, & Plant Accountant Delta Faucet Company
(June 1994 Nov 1999) Indianapolis, IN
Implemented Electronic Data Interchange system (EDI), reducing paper invoices by 60 percent.
Managed general accounting, cost accounting, and accounts payable.
Prepared a $350 million Cost of Sales budget by determining the projected material, labor, and
overhead costs for three manufacturing plants, as well as the impact of fixed asset costs.
Prepared general journal entries for month-end closing and prepared balance sheet reconciliations.
Prepared annual standard costs for products based on bills of material, estimated material prices, labor
routings, estimated labor rates, and budgeted costs for variable and fixed overhead based on allocation
studies.
Prepared financial statements and management reports weekly, monthly, and annually.
