December 3, 2016 | Author: Richard Bonilla | Category: N/A
Northern Colorado Tax & Accounting Services...
Richard Bonilla, mba [ Lion CPA group ] CFO / Controller / CMA & CPA candidate - I help clients discover (and control) hidden costs and revenues ..
[email protected]
Summary I am an Accounting Professional with > 15 year's mgt exp. I have a background in manufacturing processes along with a unique talent for assessing, implementing, migrating, and managing integrated or " enterprise wide " finance and acctng software systems ( aka:: ERP Systems ).
#
.....
I can make your accounting & finance systems sing !!
.....
#
I can also assist you with your taxes, personal and business. I focused on developing effective Activity Based (ABC) & Standard Cost acctng processes and systems. Set up and managed training for team members & users on various ERP systems, procedures and control matrix's. This can reveal hidden costs and profits within organizations. I have a strong Government and DCAA contracts background. CFO of Odyssey Sailing Systems Corp, a fractional ( 5 "slots" or owner opportunities ) boat ownership corporation ( flow through, llc ) we have three boats ( ericson 38-200, whaler 22', and a ericson 23') a GMC Denali we use for towing " the toys " ..... I am a founder of Las Brisas Learning Systems, a nonprofit 501(c) Colorado Corp. We focus on K-12 environmental teaching plans and programs. We renforce the Colorado annual assessment test goals and objectives...We boost kids test scores and core skills. I am x Navy - USS Ranger (CV-61) 1974 - 1976 One West Pac cruise...V-3 Div (Hanger Bay) ... I was a "hanger dog"...under "Suter" ... I have experience in DCAA ( US-Defense Contract Audit Agency ) contract mgt and cost accounting system set up and evaluation. Also FAR ( federal acquisitions requirements ) mgt. I have "cleaned up ERP implementation projects" in the past. Projects that became "off track" and ran into problems. I stepped up and assessed the situation, hired / fired key folks and got the project back on track and completed. I am a private pilot with access to my own airplane.....Cheers...Richard
Specialties Page1
> I HELP CLIENTS DISCOVER HIDDEN COSTS & PROFITS OR REVENUES WITHIN THEIR ORGANIZATIONS < I do mfg, DCAA contracting, hi-tec manufacturing, tax, financials, cfo, chief financial officer, & controller services, cost accounting, naval aviation, erp system implementation, fixed assets, m&a analysis, income tax, cpa candidate, mba grad, internal controls analysis, expert witness, contribution margin analysis, financial planning, activity based, process, standard cost accounting processes...
Experience Board of Directors - treasurer at Christmas in Berthoud August 2011 - Present (8 months) Christmas in Berthoud fund raising, 501 non profit organization Owner..... at Richard Bonilla, mba March 2010 - Present (2 years 1 month) accounting, tax, cost analysis, IT services...... Founder / CFO at Las Brisas Learning Systems Inc ( 501c ) January 2007 - Present (5 years 3 months) Las Brisas Learning Systems was organized ( in 2007 ) exclusively for charitable purposes, enhancing and developing K-8 environmental education programs. Las Brisas Learning Systems develops and fosters K-8 environmental education programs. We work in various languages to bring awareness to K-8 kids ( or our "clients" ) , while renforcing state science, language and math standards ( CSAP ). All funds, whether income or principal, and whether acquired by gift or contribution or otherwise, shall be devoted to said purposes. Las Brisas donates 10% of ALL revenue to similar environmental awareness organizations annualy. Thank you for visiting .. l@@k for our program and materials in a Colorado classroom soon ... ‹(•¿•)› CFO / Controller at Odyssey Sailing Systems Inc January 2007 - Present (5 years 3 months) Odyssey Sailing Systems LLC, is a fractional ownership sailing/boating corp ( partnership - corp "flow through" ) ... $10k membership buy in fee ( 5 memberships total, two still remaining "open" ) + $200 per month dues ( professional maintenance and insurance ) ... Odyssey Sailing Corporation owns/controls an Ericson 23 ( trailer - colorado ) , a Boston Whaler 22 Revenge w/225 OutBoard motor and ski / fishing equipment ( trailer - colorado ) , and a 2006 GMC Denali ( for towing - colorado ) ... The corporation is now shopping for a Ericson 35 or 38 on the west coast ( Sand Fran bay, Long Beach, San Diego, Newport, etc ... ) ... Thanx for visiting !!! ( K-1's will be issued no later than Feb 20th ) 1 recommendation available upon request CFO / Controller at Harsh International Inc January 1994 - Present (18 years 3 months) Directly supervise three branch managers and six accounting clerks to coordinate and monitor daily international and domestic accounting, finance, and budgeting activities. Page2
* Increase revenue 4% by developing and monitoring three distinct sales compensation programs for use by branch managers and field sales personnel. * Manage fixed assets by overseeing operational processes and maintaining asset software system. * Act as systems support specialist by handling all ongoing operational, software, and hardware compatibility issues for the accounting, finance, and information systems departments. * Set up and administer 100+ hours of real-time training on systems and procedures for five accounting staff. 4 recommendations available upon request CFO at Dunamis Holdings Corp. October 2009 - September 2010 (1 year) CFO - Dunamis Holdings Inc ........ CFO / Controller at New Tech Machinery Inc January 2008 - September 2008 (9 months) CFO / Controller for New Tech Machinery. New Tech Machinery is a state of the art manufacturing company specializing in quality, on time deliveries and customer support. New Tech Machinery’s mission is to provide the highest quality portable roll forming equipment at a competitive price. NTM strives to provide the most comprehensive service and support possible. The NTM Engineering Department is continually working on improvements to existing machinery as well as development of new portable rollforming machinery. NTM utilizes state of the art 3D computer aided design software in order to more quickly and accurately bring new designs to the marketplace. NTM uses computerized numerical control (CNC) equipment. Consisting of both turning centers and machining centers, this capability allows NTM to maintain precision tolerances and surface finishes. The results show in the quality of our seamless gutter machines and our panel machines. Deltek / Finance Analyst at Rocky Mountain Institute March 2007 - March 2008 (1 year 1 month) Analyst for Deltek Implementation & Finance policy, procedures, and work flow. Worked with senior managers in process analysis and workflow relating to accounting & finance processes. CFO at Mobile Energy Solutions February 2007 - August 2007 (7 months) CFO / Controller - ERP conversion analyst...ADP implementation manager 1 recommendation available upon request CFO / Controller at SA Robotics February 2005 - August 2005 (7 months) CFO / Controller, assessed accounting systems and procedures. Implemented Deltek software and other accounting / finance controls and procedures. Cost Analyst at Johns Manville May 2005 - July 2005 (3 months) Privided cost accounting analysis for special projects as a 1099 consultant. Cost accounting system analysis,
Page3
review & development of processes for 13 domestic manufacturing facilities. Excel tables, linkage, & macros, KIP model maintenance Regional Controller / Cost Accounting Manager at USPCI - Union Pacific Railroad 1989 - 1992 (3 years) Effected 12% revenue increase while overseeing all accounting activities for the western United States region, on a $30M budget. * Streamlined revenue and billing systems, improving cash flow and days outstanding on accounts receivable. * Improved cost accounting strategies, such as the pooling of indirect costs, to streamline report generation and adhere to GAAP, DCAA, and USPCI Remedial Services standards. * Trained 20 administrative personnel and field project managers (across five branch offices) on utilizing the accounting system to generate project reports. * Assisted with the consolidation and reorganization of Denver, Salt Lake City, and Oakland offices by reducing national accounting staff at corporate, subsidiary, and field levels. Aviation Boatswain Mate (ABHAA) at U.S. Navy April 1974 - October 1980 (6 years 7 months) us navy aviation boatswain mate, served aboard the uss ranger (cv-61) 7th fleet. west pac cruise, firefighting, crash & rescue training... Traffic Manager - Seal Beach at North Sails January 1978 - May 1979 (1 year 5 months) managed all freight inbound and outbound. conducted "roof tests" verifying cut and shape of sails. quality control and finishing work.
Skills & Expertise Cost Accounting Tax Accounting Strategic Financial Planning DCAA Federal Government ADP Payroll Excel Fixed Assets Budgeting Budget Analysis General Ledger Tax Preparation Financial Reporting Financial Modeling Financial Management
Page4
Corporate Finance Project Finance Financial Control Cost Analysis Cost Containment Cost Software Consulting Strategic Consulting Management Consulting ERP Software Implementation Enterprise Software Software Development Income Tax Business Analysis Business Process Ski Skiing Fly Fishing flying sailing Teaching Teaching/mentoring Controller CFO US Navy Navy Manufacturing Operations Lean Manufacturing Manufacturing Planning Process Manufacturing Metal Fabrication International Business Internal Controls
Certifications MBA CU Boulder International Business California State University Long Beach
Education Stanford Graduate School of Business none, marketing, 2011 - 2011 Activities and Societies: effective development & delivery of marketing communications
Page5
University of Northern Colorado cpa, cpa classes - grad accounting & finance studies, 1995 - 1998 Activities and Societies: accounting & finance classes / cost accounting / tax / cpa studies Colorado State University cpa, cpa classes - grad accounting & finance, 1994 - 1997 Activities and Societies: accounting & finance studies University of Colorado at Denver mba, business, 1992 - 1994 University of Colorado at Boulder - Leeds School of Business MBA, Business & Finance, 1992 - 1993 California State University-Long Beach - College of Business Administration Grad Cret, International Business, 1983 - 1984 Activities and Societies: business management, sailing Sonoma State University BA, Business management / Accounting, 1976 - 1980 Activities and Societies: sailing team, accounting club...tennis Citrus College n/a, Gen Ed, 1972 - 1978 Activities and Societies: tennis, general education, math & science Claremont High School n/a, High School - Claremont High School, 1970 - 1974
Page6
Honors and Awards United States of America National Defense Medal Appreciation of Honorable Service Cold War Appreciation Domain of the Golden Dragon Enlisted Promotion Honorable Service Lapel Pin, US Navy US Navy Humanitarian Service US Navy Military Service Discharge National Defense Ocean Crossing Professional, Navy Shellback, Golden US Navy Ship/Boat/Cutter Service US Navy Training Completion - Crash & Rescue / Firefighting Vietnam War Era Appreciation
Interests computers & tax, cessna flying, sailing & powerboats, fly fishing, raising teenage kids ... reading
Page7
Richard Bonilla, mba [ Lion CPA group ] CFO / Controller / CMA & CPA candidate - I help clients discover (and control) hidden costs and revenues ..
[email protected]
6 people have recommended Richard "I have known Richard for well over 20 years and have found him to be an extraodinary accountant with a keen business sense. I have found his advice to be practical and his vision on target. He would make a great contirbution to any business venture that he is associated with." — Wasyl Bodnar, President, Ventana Design, Sales, and Mfg. Inc., was with another company when working with Richard at Odyssey Sailing Systems Inc "Having worked with Richard over the course of almost 20 years and through numerous projects, I can recommend him with strong confidence. Richard has both a very strong work ethic and brilliant intellect that allows him to have a strong command of technical compliance, tax reporting requirements, and cost accounting for the Manufacturing industry. Richard has strong skills in the ERP software “side of the business”, doing assessment, training, and managing users at a variety of levels. I look forward to working with Richard in the future and would strongly recommend his services to prospective clients or colleagues." — Judy Moody, Payroll Manager / Accounts Payable, Harsh International, worked directly with Richard at Harsh International Inc "Richard has been a great financial expert resource for years, not only for the company that we've worked together in, but also for Richard's many satified clients he has developed since. I highly recommend Richard Bonilla." — William F King, Network Administrator, Harsh International, Inc., worked with Richard at Harsh International Inc "Richard keeps an expert's eye on the financial and strategic objectives of Harsh International." — Mark Nelson, Director, Business Solutions, Prosolutions, Inc., worked with Richard at Harsh International Inc "Richard and I worked together at Harsh Intl. he is very thorough and has a keen sense of where the business is at. He is very effective in homing in on the tools that will garner what the business needs and implementing strategies to pull the talent and management together to quickly acheive those goals." — Rob Stoker, System Administrator, Harsh International, worked directly with Richard at Harsh International
Page8
"Richard is a great person to work with. He is effective and reliable. He takes the time to assist employees and does an excellent job." — Thad Fender, Industrial Design Engineer II, Proterra LLC, worked indirectly for Richard at Mobile Energy Solutions
Contact Richard on LinkedIn
Page9