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Professional Experience
Marcia Fritz & Company, CPAs
Audit Manager
September 1, 2005 - Present
Citrus Heights, California
Provide full spectrum of audit services for number of clients consisting primarily of small businesses and not-for-profit organizations. Plan audit engagement, perform field-testing and analysis, documentation and test of internal controls, compose audit report, footnotes and supplementary reports. Work closely with client representatives, directors and board members to facilitate an efficient and effective audit.
Indoor Sun Systems, Inc., d.b.a. TanAmerica
Corporate Controller
October, 1999 - September, 2004
Rancho Cordova, California
Managed accounting department and administrative staff
Produced monthly financial statements and analysis for business owners
Cash management including foreign currency contract management
Cost models and cost projections
Property tax
Sales and use tax
Payroll
Reconciliations
Various analysis and special reports
Budget
Sales department reports
Production department reports
Labor cost analysis reports
Managed employee benefits including health, dental and vision plan, employee 401(k) and profit sharing
Provided bank with reports in compliance with loan covenants
Sides Accountancy Corporation
Staff Accountant
February 1, 2005 - July 1, 2005
September 1, 1998 - September 30, 1999
Fair Oaks, California
Provided comprehensive accounting services to various clients including Indoor Sun Systems, Inc., d.b.a. TanAmerica.
Compilations
Reviews
Federal and state income tax returns, corporate and personal
Federal and state tax planning, corporate and personal
Sales and use tax returns
Payroll tax returns
Property tax returns
Deloitte and Touche, LLP
Senior Auditor
June, 1997 - August, 1998
Sacramento, California
Recruited as an "experienced hire", bringing "real world" experience to public accounting.
Planned, prepared and assisted in management of comprehensive audits of various companies including publicly held corporations, not for profits, local and state government entities and R.E.I.T.s.
Integrated Surgical Systems, Inc.
Controller
February, 1996 - May, 1997
Davis, California
Produced consolidated financial statements incorporating two wholly owned foreign subsidiaries for Board of Directors and other investors, including IBM's T.J. Watson Research Center in New York.
Worked closely with independent CPA firm (Ernst & Young) during the annual audit, IPO and subsequent 10(k) and 10(q) reviews
Cash management - Domestic banking and foreign currency banking in Germany and the Dutch Netherlands
Facilitated conversion from MAS90 accounting software to MINX manufacturing/accounting software (UNIX based).
Performed all reconciliations
Prepared annual budget
Managed accounting staff
Worked closely with engineering, sales and marketing, and production departments to provide timely and relevant information for critical decision-making.
Integrated Surgical Systems, Inc. (continued)
Staff Accountant
June, 1993 - January, 1996
Produced monthly financial statements for review by the Controller and CFO
Performed all balance sheet account reconciliations, including bank reconciliations
Accounts payable
Accounts receivable
Integrated Surgical Systems, Inc. (continued)
Accounts Payable
June, 1992 - May, 1993
Reviewed vendor invoices for accuracy and completeness
Matched vendor invoices to valid purchase orders
Issued vendor payments
Assisted in production of monthly financial statements
Performed various balance sheet reconciliations
Education
BS Criminal Justice, minor Political Science
C.S.U., Sacramento
Certificate Program, Accounting
Golden Gate University (Sacramento)
Skills
Motivated, Innovative, Efficient, Organized, Team Player, Fluent in Microsoft Excel, Word, PowerPoint, Best MAS90/200, ProSystem fx Engagement, Experienced in Microsoft Access and GoldMine (CRM), Business Works, and Platinum for Windows
Other Leadership Experience
Wood Badge - Advanced Leadership Training Award, Boy Scouts of America - 2004
Assistant Scoutmaster, Boy Scouts of America, Troop 217, Fair Oaks - 5 years
Cub Scout Den Leader, Boy Scouts of America, Pack 217, Fair Oaks - 4 years
Girl Scout Troop Leader, Girl Scouts of the U.S.A., Troop 559, Fair Oaks - 7 years
Girl Scout Service Unit Manager, overseeing leadership of 54 Girl Scout troops - 2 years
Girl Scout Service Unit Organizer, recruiting leadership and girl members for geographical area encompassing Carmichael, Fair Oaks and Citrus Heights - 3 years
Assistant Chairperson - Rail Fair Fundraiser - International Order of Rainbow for Girls - Roseville DeReimer #263 - 2 years
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Marcia Fritz, CPA
