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Current Address:
2416 Clearview Ave, #8
Fort Collins, CO 80521
(970) 221-5033
Permanent Address:
4685 Vale Road
Colorado Spgs, CO 80908
(719) 495-2053


Candidate for B.S. in Business Administration
Concentrations in Finance, Financial Accounting and Public Accounting
Expected Graduation Date: December 1998
Colorado State University, Fort Collins, CO
College of Business GPA: 3.6/4.0


IT Training Intern, Animal and Plant Health Inspection Service, USDA (March 1998 - Present)
*   Researched, gathered and compiled data to develop detailed reports
*   Prepared proposals, gathered feedback and made recommendations
*   Surveyed workforce to determine IT needs and arranged appropriate training
*   Facilitated courses entitled 'Introduction to Civil Rights' (10-20 individuals per course)
*   Assisted in development of the Port Information Network implementation plan

Web Site Developer, Self-employed (August 1998 - Present)
*   Designed business proposal, performed market research, developed marketing strategy
*   Analyzed needs of customer, held weekly meetings to communicate progress and recommendations
*   Constructed, programmed, registered and advertised a web site for a travel agency

Financial Consultant, ABC Pediatric Medical Clinic, PC (September 1997 - January 1998)
*   Forecasting and planning through cash flow analysis
*   Financial planning through historical and trend analysis
*   Corporate restructuring, utilization of employees to maximize efficiency and effectiveness
*   Advised business owners on financing alternatives, marketing strategies and management techniques

Office Manager, ABC Pediatric Medical Clinic, PC (June 1996 - August 1997)
*   Personnel hiring, training and supervision, including weekly/monthly meetings and reviews
*   Bookkeeping, including maintenance of accounts receivable and accounts payable
*   Balanced and maintained check register, reconciliation to personal books
*   Planning and forecasting daily/monthly/quarterly revenue and cash flows
*   Gathering of financial data for quarterly and yearly financial reporting
*   Major role in establishing a joint satellite office, market analysis, forecasting and public polling
*   Mediation and conflict resolution between personnel, clients and insurance companies

Accounts Receivable Clerk, ABC Pediatric Medical Clinic, PC (January 1995 - May 1996)
*   Responsible for tracking, analyzing and forecasting accounts receivable and revenue
*   Primary billing of insurance and private medical claims using Versyss
*   Presented reports and graphical representations of accounts receivable to management
*   Correspondence with insurance companies, collections, personal payment schedules
*   Maintained patient computer files (in excess of 5,000 files), updating, sorting, etc.

Receptionist, ABC Pediatric Medical Clinic, PC (June 1994 - August 1994)
*   Screening telephone calls, general telephone triage
*   Patient scheduling, developed time management techniques for physicians
*   Maintained and organized patient medical records (in excess of 5,000 records)


*   Interpretation of Financial statements: Balance Sheet, Income Statement
*   Analysis of risk and return, dividend policy, capital budgeting and capital structuring
*   Financial planning of cash flows through historical and trend analysis
*   Long-term and short-term forecasting of revenue and income
*   Research and analysis of large scale company and industry profiles
*   Market/Security tracking and analysis for trends
*   Using financial derivatives including futures, forwards and swaps for hedging and arbitrage
*   Foreign exchange, exposure, hedging, trading and international markets
*   Developed and managed a hypothetical $100,000 stock portfolio according to specific growth/risk constraints. A Market Value Added technique was utilized in obtaining a 26.6% annualized return.
*   Developed and managed a hypothetical $10,000,000 moderate duration bond portfolio according to specific risk/return goals


*   Production of Financial statements including: Balance Sheet, Income Statement, Statement of Retained Earnings, Statement of Cash Flows
*   Maintenance and reconciliation of General Ledger
*   Reconciliation of bank statements to personal books, maintenance of personal books
*   Using accounting data for planning and controlling business operations
*   Accounting for process costs, joint products and by-products
*   Accounting for partnerships and branches/subsidiaries of parent corporations
*   Tax accounting and tax filing for sole proprietorships, partnerships and corporations


*   Multiple professional business presentations using Power Point, including a presentation to the Board of Directors of the Boys & Girls Clubs of Larimer County
*   Completion and presentation of formal business reports and business plans
*   Facilitated discussions on Civil Rights and Equal Employment Opportunities
*   Tutored students in accounting and finance theories, principles and procedures


*   Knowledgeable in MS-DOS, Windows 3.X, Windows 95, and Windows NT
*   Efficient with Microsoft Word, Word Pro, Works, PowerPoint, Lotus Notes, Approach and Netscape
*   Financial/Accounting software: Excel, Lotus 123, Quicken, ValueLine, MorningStar and LEXIS.
*   Extensive medical database experience using Versyss


*   CSU Representative - Intermountain Association of College and University Residence Halls
*   Community Assistant - Edwards Hall, Colorado State University
*   Volunteer with Boys & Girls Clubs of Larimer County, constructed a monthly/annual budget
*   Conversant in Spanish, volunteer on medical missions to Belize and Mexico


January 1998 - March 1998
May 1994 - June 1994
January 1994 - May 1994
Risk Removal, Fort Collins, CO
Alpine Party Rentals, Glenwood Springs, CO
Colorado State University, Fort Collins, CO

References available upon request