Consultant to businesses and organizations in areas of strategic and business planning, administrative operations, finance, staff development and training, standard operating procedure handbooks and management accounting.  Emphasis on “procedures to prevent problems”.

Services Provided include:

• Strategic Planning - Facilitate development of strategic plans, business plans and action plans;
• Internal Controls – Develop and implement common sense approaches to provide “checks and balances” within the company’s system to allow reasonable control over its assets; perform “management” audits.  Process improvement.
• Standard Operating Procedures – Perform management audits.  Develop and implement procedures for company management and administration.  Assist in preparing business plans and loan applications.  Process improvement.
• Management Accounting – Prepare financial statements, assist with budget preparation and analysis, and implement accounting systems.  Process improvement.
• Seminars and Classes – Develop and present business development and management seminars.
• Business Coaching – Work one-on-one with individuals to enhance their management skills.   This service can be provided in person, over the Internet, or by telephone.  As a business coach, Heard Management is also available to consult with the board of directors, department heads and administrative staff concerning any problems concerning the business processes of the company.
• Training & Development – Leadership training; use of problem solving techniques, defining and refining agendas; convening and leading group discussions; team building; conflict resolution, performance problem solving and change management.  “DISC” behavior analysis and 360^o feedback surveys as basis for coaching and team development.

Assistant Center Manager
Directed business operations of Englewood/Vandalia Customer Service Center serving 33,000 customers.

• Supervised nine field service representatives.
• Monitored collections and receivables within PUCO guidelines.
• Operated consumer-oriented Energy Center.
• Served as back-up to four supervisors.
• Developed training programs for center managers and assistant center managers.

Controller

• Implemented personnel policies.
• Designed procedures to improve financial controls at manufacturing facilities.
• Managed staff of three, including accountant, office manager and accounting clerk.

Associate Director, Business Management

• Administered budget, finance, accounting, personnel and purchasing operations within an eleven county service area.
• Developed, implemented and monitored systems for effective and efficient operations to maintain fiscal integrity of a social service agency.
• Prepared monthly and quarterly financial reports.
• Selected new automated accounting system.
• Analyzed financial and community trends.
• Administered personnel, compensation and benefits policies.
• Prepared strategic plans.
• Wrote proposals for grants and resource procurement.
• Studied and utilized policies pertaining to U.S. Department of Health and Human Services; Ohio Department of Aging; Montgomery County Human Services; Titles XX and III, Medicaid and Mental Health Board 408.

Supervisor, Corporate Cost Accounting

• Supervised staff responsible for inventory and cost accounting.
• Coordinated budgets, short and long range plans and annual plans for nine manufacturing divisions.
• Directed annual physical inventories and reconciliations for 35 different locations.

Manager, Plant Accounting (1985)

• Managed staff of 10 responsible for budgets, timekeeping, internal controls, capital appropriations and manufacturing/inventory controls.
• Assured proper utilization of various automated accounting systems.
• Recruited financial and technical staff.
• Reviewed cost improvement proposals.

Supervisor, Cost Accounting (1983-1985)

• Established and chaired review committee to assure practical application of automated costing system.
• Supervised nine accountants

Supervisor, Manufacturing Cost and Accounting (1979-1983)

• Supervised cost accounting staff for two facilities.
• Developed and documented accounting procedures and systems.
• Participated in annual physical inventory, including reconciliation.
• Served on purchasing committee.
• Evaluated proposals from employee suggestion program.
• Assisted with annual budget preparation.

Cost Accountant (1976-1979)

• Analyzed monthly production activity.
• Prepared financial input to reflect cost of goods sold (including material, labor and overhead

 

Compensation Analyst

• Developed wage and salary programs using Hay System for professional personnel throughout the United States.
• Conducted wage and salary surveys to establish pay scales for clerical, technical and production personnel for all USA NCR divisions.
• Interviewed students on-campus for accounting, computer programming and engineering staff positions.