Company Name: Hopi Tribe
Job Title: Interim Finance Director
May 2012 to September 2012

Company Name: Assisteo
Job Title: Senior Finance Professional
January 2011 to June 2011

Company Name: Gila River Indian Community
Job Title: Assistant Finance Director - Planning
November 2005 to October 2010

Company Name: META Services, Inc.
Job Title: CFO
July 2005 to November 2005

Company Name: Goodwill Industries of Long Beach & South Bay
Job Title: Director of Finance and Information Technology June 1998 to November 2004

Company Name: Independent Consultant
Job Title: Finance Consultant
March 1998 to June 1998

Company Name: Long Beach Press-Telegram
Job Title: Budget Manager
May 1986
to January 1998

Company Name: Long Beach Press-Telegram
Job Title: Accounting Systems Manager
January 1983 to May 1986

Company Name: Knight-Ridder Newspapers, Inc.
Job Title: Internal Auditor
July 1981 to December 1982

Company Name: Coopers & Lybrand
Job Title: Staff Auditor
May 1980 to June 1981

University of Pennsylvania
B.S, Economics (concentration in Accounting)

Principal Areas of Practice

Ken is an experienced finance leader and consultant who has executed a variety of initiatives for employers and engagements for clients. His engagements in multiple industries have included business process optimization, financial report development, internal control review, systems implementations and conversions.

Major Projects

Tribal Government
• Developed in-house capabilities to prepare GASB 34 financial statements and indirect cost proposals using FundWare, IDEA and AuditVision, saving 40% on professional service fees
• Designed and implemented systems and processes for Community members to be approved for and receive per capital payments

Non-Profit Organization
• Reconstructed 18 months general and subsidiary ledger activity to prepare financial statements for audit
• Integrated MAS90 accounts payable and receivable modules into general ledger; implemented and integrated sales order module to support new business initiatives
• Obtained proposals and selected new provider for voice and data communications at a net 33% cost savings from existing voice service.
• Coordinated installation of T1 circuits and VPN at 14 sites to provide access to company email and shared files.
• Implemented time & attendance solution with interfaces to payroll and human resources software.
• Led the remediation of significant internal control deficiencies

Newspaper Publisher
• Reviewed and documented the internal control environment for business process improvement and internal audit
• Led conversion to Collier-Jackson pay-by-mail subscription and general ledger, including conversion and mapping of chart of accounts

Further details include the following:

Project Summary: Assisteo Family of companies in health care sector

Issue: The Company did not have institutional knowledge of its systems and processes.

Results: Assessed current practices through staff interviews and independent investigation.

Developed and issued policies and procedures to all staff.

Issue: The Company did not have assurance that the financial results of its home health care agency were reported accurately.

Results: Devised a set of key performance indicators and validated financial reports for the most recent four months.

Created cutting-edge analysis of fee-for-service revenue to validate results that deviated from expectations.

Issue: The Company needed meaningful financial reports for the investors in its startup telehealth equipment company.

Results: Created financial statement format to communicate P&L and R&D expenditure activity.


Project Summary: Goodwill, Long Beach & South Bay Major not-for-profit organization

Issue: The Organization had not issued financial reports for six months and the accuracy of prior reports was questionable.

Results: Reconstructed 18 months general ledger and subsidiary ledger activity.

Integrated MAS90 accounts payable and accounts receivable modules into general ledger.

Re-wrote and converted chart of accounts.

Developed and implemented Excel-based monthly financial reporting package to meet the needs of senior management and Board of Directors.

Issue: The Organization needed reliable business processes for a new spin-off.

Results: Partnered with Business Manager to utilize MAS90 sales order module for order entry and tracking.

Integrated sales order module with accounts receivable module.

Developed invoicing, accrual and collection processes.

Issue: The Organization needed more effective communication with stores and other branch offices.

Results: Led a study of communication needs and strategies to support growth over a three to five year time horizon.

Obtained proposals and selected new provider for voice and data communications at a net 33% cost savings from existing voice service.

Coordinated installation of T1 circuits and VPN at 14 sites to provide access to company email and shared files.

Coordinated training of branch office staff.

Issue: Inefficiency of time collection and calculation in payroll process.

Results: Led selection of time & attendance solution with interfaces to payroll and human resources software.

Coordinated installation and user training of hardware and software.


Project Summary: Long Beach Press-Telegram $50 million daily newspaper

Issue: Circulation software was antiquated and poorly documented.

Results: Led project team to convert pay-by-mail subscription processing to Collier-Jackson system with no disruption to operation or loss of data.

Issue: Poor internal control environment leading to lengthy management letters by corporate internal auditors.

Results: Sold upper management on the need for (in modern-day terms) a Section 404 assessment.

Evaluated systems and procedures, assessed risks and recommended improvements.

Led the implementation of changes that were accepted by top management.

Developed comprehensive internal control documentation.

Earned an unprecedented “clean” audit.

Issue: General ledger & accounts payable software was antiquated and undocumented. Financial reports were clumsy and not very useful.

Results: Led conversion to Collier-Jackson general ledger, including conversion and mapping of chart of accounts.

Converted accounts payable processing to Collier-Jackson and assured that appropriate internal controls were put in place.

Developed and wrote financial statement package using Collier-Jackson.

Issue: Manual purchase order system was inefficient and costly. Reporting to Corporate parent was unwieldy.

Results: Implemented and trained staff to use CAP3 purchasing software.

Purchasing and receiving processes were streamlined, saving time and money.

Reports to K-R Supply were automated, timely and accurate.