Kevin Noel CPA Resume

K
KEVIN D. NOEL, CPA
2507 E Eleana Ln, Gilbert, AZ 85298
480.570.9717 Primary Phone
k.noel@cox.net
DIRECTOR OF FINANCE & ACCOUNTING / FINANCIAL EXECUTIVE
Manufacturing & Distribution / Real Estate / Software / Technology & Health Care Industry Environments
Experience Directing IT, HR, Employee Relations, & Purchasing Functions
Offer a history of accomplishment in positions of increasing complexity and responsibility. Possess excellent interpersonal,
communication, organization, and computer skills; detail oriented, problem solving and self-motivated person. Core areas of
financial and accounting expertise include:
Financial Closing & Reporting Compliance & SEC Filings Audit Preparation Project Management
Financial Planning & Analysis Forecasting & Budgeting Capital Spend Analysis System Implementation
Revenue Recognition Accounts Payable/Receivable Payroll Tax Return Preparation
EXPERIENCE
RESOURCES GLOBAL PROFESSIONALS, Phoenix, AZ 2005 – 2009 & 2015 to Present
A public, project-based professional services firm created to help clients execute strategies on a more cost effective basis by
providing experienced and high-caliber accounting, finance, internal audit, information management, human resources, supply
chain management and legal professionals.
Consultant
Hired for my track record and experience in accounting and finance. Report to Client Service Director and have been placed
on several engagements with clients in various industries as follows: Financial Services – American Express for 5 months, Real
Estate Brokerage firm – Hendricks & Partners for 18 months, Healthcare - Dignity Health for 2 years and an Information
Technology – Comsys Information Technology Services firm for 6 months. Accomplishments include but not limited to:
• System conversion –post Lawson implementation activities included troubleshooting issues with A/P EFT payment
processes to determine causes and document solutions, also wrote policies and procedures for account reconciliations.
• Optimized process flows for three types of bank accounts. Documented the process to match data from P/R, G/L and
the bank.
• Implemented and documented requirements under SOP 98-10 – Capitalizing Software costs.
• In a backfill capacity – identified skill set required for duties assigned to the position being recruited. Verified and/or
updated desk reference manuals.
AMERICAN AGRITECH, LLC dba Botanicare, Chandler, AZ 2011 – 2015
A privately held manufacturer created to specialize in the hydroponics industry with revenues of $32m.
Director of Finance & Accounting
Hired for my track record and experience in accounting and finance. Reported to the Board of Directors & CEO as well as a
member of the senior management team. Managed external relationships with banks, insurance and accounting firm. Managed
and direct all of the Accounting & Finance and Information Technology. Managed, coached and developed a staff of four.
Held full responsibility for financial statement reporting, budgeting, forecasting, A/R, A/P and computer network.
Accomplishments include but not limited to:
• Improved the timeliness and accuracy of financial statement reports being presented to the Board of Directors and
senior management from months down to within 20 days of the last day of the month.
• Redesigned financial reports and the budgeting process to meet the needs of the Board and senior management to
allow them to run the business more efficiently and effectively.
• Implemented protocols, policies and procedures for the accounting and finance department to tighten up internal
controls over the assets of the company.
• Managed the process to improve the stability and reliability of the IT network.
KEVIN D. NOEL, CPA Page 2
HENDRICKS & PARTNERS, INC, Phoenix, AZ 2009 – 2010
A privately held real estate brokerage firm created to specialize in multifamily properties with revenues of $52m.
Director of Finance & Accounting
Hired for a permanent position after eighteen months as a consultant in this role based on my knowledge and experience in
accounting and finance. Reported to both the CEO/Owner and Chief Operating Officer as well as a member of the senior
management team. Managed external relationships with banks and accounting firm. Managed and directed all of the
Accounting & Finance, also assisted with Human Resources functions. Managed, coached and developed a staff of one. Held
full responsibility for budgeting, forecasting, financial statement reporting, accounts payable, purchasing, payroll and all
aspects of Employee Relations. Accomplishments include:
• Improved reliability and accuracy of the accounting software by upgrading all modules to the same version of the
program. This eliminated both compatibility issues between the segments of the software as well as losing portions
of transactions as they went from one module to another.
• Developed analytical tools for senior management team to assist them in identifying areas where cost saving strategies
could be implemented to achieve financial targets.
• Redesigned reports in the consolidation software to better meet the needs of the senior management team and the
accounting department.
• The CEO & COO stated that I have provided them with a high level of stability and confidence that has not been
achieved by my predecessors. I have successfully raised the standards by which my successors will be judged.
NES RENTALS HOLDING, INC., Phoenix, AZ 2001 – 2005
MANAGEMENT TECHNOLOGY AMERICA (MTA)
NES is a publicly traded corporation of heavy construction equipment rental, sales and service with revenues of $675m; MTA
is a software development and support subsidiary of NES providing business operating systems for rental operations to
businesses and corporations worldwide - mainly to the heavy construction equipment rental industry.
Division Controller of MTA
Hired for financial track record and experience with IT departments. Report to the Chief Information Officer of a business unit
with annual sales of $2.5M. Managed and directed all of the Accounting and Human Resources functions at the division.
Managed, coached and developed a staff of four. I had full responsibility for budgeting, forecasting, reporting, accounts
receivable, accounts payable, purchasing, payroll and all aspects of Employee Relations. Accomplishments include:
Verified revenue recognition was in accordance with FASB Codification for Software Development Companies.
Met budget targets each of the last three years; a difficult task given that NES was going through a bankruptcy while
facing many demands on IT resources that were not originally part of the budgets.
Improved accuracy of financial statements by changing from a bookkeeper performing these functions to an
accountant level focus, for example:
o Ability to take numbers from a trial balance and put them into contemporary financial statements
o Cleaned up reconciliation of items for balance sheet accounts, and kept them reconciled, to insure accurate
understanding of the composition of balance sheet accounts
Redesigned the budget process to involve department managers and provide more in-depth analysis of past and future
operating performance.
OSAGE SYSTEMS GROUP, INC., Phoenix, AZ 2000 – 2001
Publicly traded systems integrator, web development and consulting; 2001 bankruptcy closure with revenues of $110m.
Assistant Corporate Controller
Reported to the Corporate Controller & CFO. Assisted in the preparation of SEC Filings by completing the MD&A section
and inserting the financial statements into 10Q & 10K filings. Performed daily cash management activities, prepared weekly
and monthly Borrowing Base Certificate for $20M line of credit. Managed closing process by working with the Regional
Controllers to meet all deadlines. Prepared consolidated financial statements. Reviewed credit worthiness of new customers.
Prepared work papers for quarterly audits for lender and CPA firm and conducted reconciliations and analysis.
Improved accuracy and timeliness of financial statements; reduced the completion time by three to five days.
Improved accuracy of weekly reports to lender; centralized process of posting customer payments for subsidiaries.
Created formal credit application process: 10 to 20 new and existing customers weekly including companies with
established performance and financial strength to start-up companies with venture capital and no financial track
record; improved due-diligence analytics for use when standard methods did not insure adequate in-depth
information.
KEVIN D. NOEL, CPA Page 3
VANGUARD HEALTH SYSTEMS, Phoenix, AZ 1998 – 2000
For-profit healthcare organization with several hospitals and clinics in various states; heavily restructured in 2000.
Controller, Maryvale Hospital Medical Center
Recruited, in recognition of performance, when Vanguard purchased Maryvale Hospital from Banner Health. Reported to the
Chief Financial Officer. Responsible for managing and expediting the monthly closing and reporting process, tax compliance,
financial analysis, audit preparation and supervised a staff of three (3) for general ledger, accounts payable and payroll.
Accomplishments include:
Managed conversion and implementation from a not-for-profit hospital to a for-profit hospital.
Decentralized the accounting functions from a centralized system with a seamless result.
Completed a complex software conversion from GEAC-MSA to SMS Med Series 4 for the financial applications on
time and in balance.
BANNER HEALTH ARIZONA (Formerly Samaritan Health System), Phoenix, AZ September 1986 – June 1998
Not-for-profit healthcare organization with several hospitals and clinics in multiple western states.
Senior Financial Analyst, Good Samaritan Regional Medical Center, February 1998 – June 1998
Senior Financial Analyst, Maryvale/Thunderbird Samaritan Medical Centers, March 1996 – February1998
Finance Manager, Maryvale/Thunderbird Samaritan Medical Centers, February 1990 – March 1996
Staff Assistant, Central Services, September 1986 – February 1990
Promoted three times during tenure, in recognition of performance and the ability to “get the job done right”, into increasingly
complex and higher profile positions. Asked to assist in the due diligence of merger and acquisition activity between Banner
and Vanguard because of a long, and credible, history at the facility that Banner was selling to Vanguard.
SYSTEMS EXPERIENCE
Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access), Sage MAS 200, MAS 500, ACCPAC & FAS, BizInsight,
Tableau, Financial Link Professional, Lawson, Peachtree, QuickBooks, Paychex, ADP, Kronos, Ultimate
CERTIFICATIONS
Certified Public Accountant - State of Arizona May 7, 2007, Certificate #14486-E, Status - Active
EDUCATION
Bachelor of Science Degree in Accounting, Arizona State University, August 1990
Continuing education courses for professional development and to maintain my CPA Certification.
Key Executive Forum Group through Arizona Growth Advisors

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Kevin Noel CPA Resume

  • 1. KEVIN D. NOEL, CPA 2507 E Eleana Ln, Gilbert, AZ 85298 480.570.9717 Primary Phone k.noel@cox.net DIRECTOR OF FINANCE & ACCOUNTING / FINANCIAL EXECUTIVE Manufacturing & Distribution / Real Estate / Software / Technology & Health Care Industry Environments Experience Directing IT, HR, Employee Relations, & Purchasing Functions Offer a history of accomplishment in positions of increasing complexity and responsibility. Possess excellent interpersonal, communication, organization, and computer skills; detail oriented, problem solving and self-motivated person. Core areas of financial and accounting expertise include: Financial Closing & Reporting Compliance & SEC Filings Audit Preparation Project Management Financial Planning & Analysis Forecasting & Budgeting Capital Spend Analysis System Implementation Revenue Recognition Accounts Payable/Receivable Payroll Tax Return Preparation EXPERIENCE RESOURCES GLOBAL PROFESSIONALS, Phoenix, AZ 2005 – 2009 & 2015 to Present A public, project-based professional services firm created to help clients execute strategies on a more cost effective basis by providing experienced and high-caliber accounting, finance, internal audit, information management, human resources, supply chain management and legal professionals. Consultant Hired for my track record and experience in accounting and finance. Report to Client Service Director and have been placed on several engagements with clients in various industries as follows: Financial Services – American Express for 5 months, Real Estate Brokerage firm – Hendricks & Partners for 18 months, Healthcare - Dignity Health for 2 years and an Information Technology – Comsys Information Technology Services firm for 6 months. Accomplishments include but not limited to: • System conversion –post Lawson implementation activities included troubleshooting issues with A/P EFT payment processes to determine causes and document solutions, also wrote policies and procedures for account reconciliations. • Optimized process flows for three types of bank accounts. Documented the process to match data from P/R, G/L and the bank. • Implemented and documented requirements under SOP 98-10 – Capitalizing Software costs. • In a backfill capacity – identified skill set required for duties assigned to the position being recruited. Verified and/or updated desk reference manuals. AMERICAN AGRITECH, LLC dba Botanicare, Chandler, AZ 2011 – 2015 A privately held manufacturer created to specialize in the hydroponics industry with revenues of $32m. Director of Finance & Accounting Hired for my track record and experience in accounting and finance. Reported to the Board of Directors & CEO as well as a member of the senior management team. Managed external relationships with banks, insurance and accounting firm. Managed and direct all of the Accounting & Finance and Information Technology. Managed, coached and developed a staff of four. Held full responsibility for financial statement reporting, budgeting, forecasting, A/R, A/P and computer network. Accomplishments include but not limited to: • Improved the timeliness and accuracy of financial statement reports being presented to the Board of Directors and senior management from months down to within 20 days of the last day of the month. • Redesigned financial reports and the budgeting process to meet the needs of the Board and senior management to allow them to run the business more efficiently and effectively. • Implemented protocols, policies and procedures for the accounting and finance department to tighten up internal controls over the assets of the company. • Managed the process to improve the stability and reliability of the IT network.
  • 2. KEVIN D. NOEL, CPA Page 2 HENDRICKS & PARTNERS, INC, Phoenix, AZ 2009 – 2010 A privately held real estate brokerage firm created to specialize in multifamily properties with revenues of $52m. Director of Finance & Accounting Hired for a permanent position after eighteen months as a consultant in this role based on my knowledge and experience in accounting and finance. Reported to both the CEO/Owner and Chief Operating Officer as well as a member of the senior management team. Managed external relationships with banks and accounting firm. Managed and directed all of the Accounting & Finance, also assisted with Human Resources functions. Managed, coached and developed a staff of one. Held full responsibility for budgeting, forecasting, financial statement reporting, accounts payable, purchasing, payroll and all aspects of Employee Relations. Accomplishments include: • Improved reliability and accuracy of the accounting software by upgrading all modules to the same version of the program. This eliminated both compatibility issues between the segments of the software as well as losing portions of transactions as they went from one module to another. • Developed analytical tools for senior management team to assist them in identifying areas where cost saving strategies could be implemented to achieve financial targets. • Redesigned reports in the consolidation software to better meet the needs of the senior management team and the accounting department. • The CEO & COO stated that I have provided them with a high level of stability and confidence that has not been achieved by my predecessors. I have successfully raised the standards by which my successors will be judged. NES RENTALS HOLDING, INC., Phoenix, AZ 2001 – 2005 MANAGEMENT TECHNOLOGY AMERICA (MTA) NES is a publicly traded corporation of heavy construction equipment rental, sales and service with revenues of $675m; MTA is a software development and support subsidiary of NES providing business operating systems for rental operations to businesses and corporations worldwide - mainly to the heavy construction equipment rental industry. Division Controller of MTA Hired for financial track record and experience with IT departments. Report to the Chief Information Officer of a business unit with annual sales of $2.5M. Managed and directed all of the Accounting and Human Resources functions at the division. Managed, coached and developed a staff of four. I had full responsibility for budgeting, forecasting, reporting, accounts receivable, accounts payable, purchasing, payroll and all aspects of Employee Relations. Accomplishments include: Verified revenue recognition was in accordance with FASB Codification for Software Development Companies. Met budget targets each of the last three years; a difficult task given that NES was going through a bankruptcy while facing many demands on IT resources that were not originally part of the budgets. Improved accuracy of financial statements by changing from a bookkeeper performing these functions to an accountant level focus, for example: o Ability to take numbers from a trial balance and put them into contemporary financial statements o Cleaned up reconciliation of items for balance sheet accounts, and kept them reconciled, to insure accurate understanding of the composition of balance sheet accounts Redesigned the budget process to involve department managers and provide more in-depth analysis of past and future operating performance. OSAGE SYSTEMS GROUP, INC., Phoenix, AZ 2000 – 2001 Publicly traded systems integrator, web development and consulting; 2001 bankruptcy closure with revenues of $110m. Assistant Corporate Controller Reported to the Corporate Controller & CFO. Assisted in the preparation of SEC Filings by completing the MD&A section and inserting the financial statements into 10Q & 10K filings. Performed daily cash management activities, prepared weekly and monthly Borrowing Base Certificate for $20M line of credit. Managed closing process by working with the Regional Controllers to meet all deadlines. Prepared consolidated financial statements. Reviewed credit worthiness of new customers. Prepared work papers for quarterly audits for lender and CPA firm and conducted reconciliations and analysis. Improved accuracy and timeliness of financial statements; reduced the completion time by three to five days. Improved accuracy of weekly reports to lender; centralized process of posting customer payments for subsidiaries. Created formal credit application process: 10 to 20 new and existing customers weekly including companies with established performance and financial strength to start-up companies with venture capital and no financial track record; improved due-diligence analytics for use when standard methods did not insure adequate in-depth information.
  • 3. KEVIN D. NOEL, CPA Page 3 VANGUARD HEALTH SYSTEMS, Phoenix, AZ 1998 – 2000 For-profit healthcare organization with several hospitals and clinics in various states; heavily restructured in 2000. Controller, Maryvale Hospital Medical Center Recruited, in recognition of performance, when Vanguard purchased Maryvale Hospital from Banner Health. Reported to the Chief Financial Officer. Responsible for managing and expediting the monthly closing and reporting process, tax compliance, financial analysis, audit preparation and supervised a staff of three (3) for general ledger, accounts payable and payroll. Accomplishments include: Managed conversion and implementation from a not-for-profit hospital to a for-profit hospital. Decentralized the accounting functions from a centralized system with a seamless result. Completed a complex software conversion from GEAC-MSA to SMS Med Series 4 for the financial applications on time and in balance. BANNER HEALTH ARIZONA (Formerly Samaritan Health System), Phoenix, AZ September 1986 – June 1998 Not-for-profit healthcare organization with several hospitals and clinics in multiple western states. Senior Financial Analyst, Good Samaritan Regional Medical Center, February 1998 – June 1998 Senior Financial Analyst, Maryvale/Thunderbird Samaritan Medical Centers, March 1996 – February1998 Finance Manager, Maryvale/Thunderbird Samaritan Medical Centers, February 1990 – March 1996 Staff Assistant, Central Services, September 1986 – February 1990 Promoted three times during tenure, in recognition of performance and the ability to “get the job done right”, into increasingly complex and higher profile positions. Asked to assist in the due diligence of merger and acquisition activity between Banner and Vanguard because of a long, and credible, history at the facility that Banner was selling to Vanguard. SYSTEMS EXPERIENCE Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access), Sage MAS 200, MAS 500, ACCPAC & FAS, BizInsight, Tableau, Financial Link Professional, Lawson, Peachtree, QuickBooks, Paychex, ADP, Kronos, Ultimate CERTIFICATIONS Certified Public Accountant - State of Arizona May 7, 2007, Certificate #14486-E, Status - Active EDUCATION Bachelor of Science Degree in Accounting, Arizona State University, August 1990 Continuing education courses for professional development and to maintain my CPA Certification. Key Executive Forum Group through Arizona Growth Advisors