Professional Summary
Highly self-motivated, assertive, resourceful and profit-focused team player, extraordinarily adept in problem identification and resolution. Consummate professional, develops rapport and communicates with enthusiasm, thereby motivating others and achieving results quickly. Accurate and diligent, with a reputation for delivering excellence through attention to detail. Exceptionally skilled at analysis, organization and multi-tasking.
Professional Experience
Available for consulting, interim and contract positions to help out companies in need. Various industries and positions.
CPA Owner & Consulting Joel Schmitz CPA, LLC 2001 – Present
Phoenix, Arizona
- Interim Accounting Mgr Large Construction Company
- Interim Controller Benefit Enrollment Company
- Interim Controller Real Estate Investment & Construciton
- Various Positions Real Estate Investment 04-2004 to 12-2009
- Accounting software & Systems
- Interim Controller & Controller
- Chief Financial Officer
- Shutdown and default related
- Accounting, Bookkeeping Tax and consulting for a variety of businesses for 15+ years.
- High level management of a large staff, design implement and integrate needed changes within an organization.
- Developed a successful CPA and booking keeping business and expanded it to include business finance and accounting consulting.
- Financial management of annual sales grossing $150M+ of highly leveraged residential owner occupied and investment properties
- Provided superior client service through full-charge responsibility of P&L, balance sheet, cash flow analysis, reconciliation and monthly closes.
- Consistently produced accurate financial data for portfolios representing over $10M in annual management fees for over 6000 residential units.
- Instrumental in focusing company’s efforts on profitability-focused projects by designing tracking and reporting system.
- Managed weekly payroll, including 941, 940, State, W-2, and W-3 preparation. Maintained control and integrity of data operations through design of backup procedure. Assured compliance with standards by offering continual in-service training to employees on database and software.
- Maintained P&L, balance sheet, cash flow analysis and job costing through effective supervision of 20+ accountants.
- Significant roll in several key development and training projects.
- Excellent techniques in training and development of employees in leadership and management.
Interim Assistant Controller Colliers International 1999 – 2001
- Provided superior client service through full-charge responsibility of P&L, balance sheet, cash flow analysis, reconciliation and monthly closes.
- Built and maintained lucrative customer relationships through proactive communication and high quality client service.
- Instrumental in presentation of proposal to new clients. Played key role to garner $10M+ in revenue.
- Improved client relationships with a high degree of personal involvement and interaction in report presentations and assured client satisfaction
Accountant Supervisor Employee Benefit Resources 1997 to 1999
- Increased profitability through a system to analyze insurance brokers and carriers.
- Successfully managed projected revenue based on active insurance policies on books in combination with industry trends.
- Played key role in developing a business plan for successful merger into largest competitor
Senior Accountant D & D Masonry, Inc. 1994 – 1997
- Supervised monthly and quarterly reporting to commercial banks, auditors, SBA, and CPA.
- Played key role in securing financing for two major expansions by developing two business plans for concrete/masonry business.
Various Technical Positions Motorola, Inc 1989 to 1994
- Various technical responsibilities including the southeaster region of Wisconsin focusing primarily on maintenance of emergency medical systems (Police and Fire equipment).
Systems Experience
- Timberline, Yardi, Quicken, Quickbooks, Peachtree, Microsoft Office, MYOB, JD Edwards, Sage, Proseries, ADP, Paychex, POS, MAS 90, and various other software.
- Strong ability to understand and master new software environment
Certifications & Education
- Doctorate Business Administration, University of Phoenix Online to All but Dissertation, Focus in Leadership and Management
- Certified Public Accountant (Licensed in Arizona)
- Arizona Real Estate Broker License
- Masters Business Administration Western International University Focus in Financial Management
- Bachelor of Science, Accounting University of Phoenix
- Bachelor of Arts, Psychology, University of Wisconsin
- Electronic Communications , Wadena Technical College
Other Contributions
- Non-profit Organization
- Elected, Treasurer, 1-year term
- Finance Trustee, 1-year term
- Endowment Trust Trustee
- Responsible for administration of trust assets and income
References available upon request
© 2011 JOEL SCHMITZ