CAREY GOETZ

22408 236TH Ave. S.E., Maple Valley WA 98038 ? 425-413-0463 ?

CONTROLLER / ASSISTANT CONTROLLER
PROFESSIONAL SUMMARY
Expert in: Financial Reporting ~ Joint Ventures ~ Accounting Systems Implementat
ion & Training
Versatile, high-energy professional who leads companies through change and chall
enge to profitable growth. Strategic problem-solver who envisions smart solution
s and executes with urgency across all levels of the organization. Hands-on lead
er with strong financial skills, able to provide valuable information to keep te
ams informed and productive. Outstanding business acumen and able to deliver qua
lity financial reporting and analysis. Thorough knowledge of joint ventures. Kee
n ability to forecast industry trends. Expert in multiple areas of technology, i
ncluding Microsoft Office Excel, Access, Word and PowerPoint, Oracle, JD Edwards
, AS400, Connects, Enterprise and mainframe databases.
CORE COMPETENCIES
Financial Controls ~ Financial Reporting ~ Consolidations ~ Joint Ventures ~ Bud
geting ~ Variance Analysis
P&L Management ~ System Conversion & Implementation ~ Cash Flow Forecasting ~ Co
ntract Management
Activity Based Cost Accounting (ABC) ~ General Ledger ~ Month End/Year-End Closi
ng ~ Federal, State & Local Tax
Audit & Compliance ~ Process Improvement~ Effective Leadership ~ Organization &
Communication
PROFESSIONAL EXPERIENCE
HDR INC., Bellevue, Washington 2007-2009
Architectural, engineering and consulting firm with over 7,800 professionals in
185 locations worldwide.
NW Assistant Area Controller
Effectively managed budget development, contract reviews, revenue recognition, P
&L management, policy and procedure maintenance, compliance and management repor
ting for seven offices across six states within the northwest region. Oversaw th
e monthly close of joint ventures, maintenance of all accounting ledgers and mon
thly review of all account reconciliations and journal entries. Prepared all fin
ancial reports. Management responsibilities included selection and hiring, objec
tive setting, performance management, mentorship and coaching. Conducted on-goin
g training throughout the region to improve skill levels and collaboration betwe
en team members and organizations as well as to enhance knowledge base.
Key Achievements
* Proposed and implemented partitioned accounting systems and processes to mana
ge the Joint Venture established for a $3M Federal contract, resulting in a net
return of nearly 10%, 50% over plan.
* Recognized for successfully establishing and implementing Accounts Receivable
collections procedures and guidelines in accordance with policy, which resulted
in a decrease from over 25% past due down to 5%.
PCL CONSTRUCTION SERVICES INC., Seattle, Washington 2000-2007
Commercial construction company providing general contracting and construction m
anagement services.
Assistant Manager Finance & Administration (Controller)
Hand-picked to structure and manage all functional areas related to financial op
erations for Seattle and Hawaii Districts, each with revenues of $500M. Responsi
bilities included all aspects of project accounting and financial reporting, bud
geting and forecasting, month end and year end closing for multiple companies, a
udit and compliance, executive management reviews and systems management. Superv
ised 15 direct reports in Accounting, Administrative and Information Services. I
nitially accountable for daily information services activity. Instrumental in pr
oposing need for stand-alone technology services and built out the team upon app
roval.
CAREY GOETZ PAGE TWO
Key Achievements
* Single-handedly developed a new contract retainage program, in line with the
Revised Code of Washington (RCW) that allowed PCL to keep retention funds in int
erest bearing accounts, yielding $500K annually.
* Successfully challenged the city of Bellevue on specific language regarding b
usiness and occupation taxes and pushed for an audit of past years payments, res
ulting in a $225K refund.
* Increased district recoveries by over 100% by implementing an overhead and re
covery training program.
* Noteworthy achievement recognized by annual Leadership Award.
THE BOEING COMPANY, Seattle, Washington 1990-2000
Global aerospace and defense corporation.
Finance/Business Management Manager - Boeing Technology Services (1997-2000)
Developed, implemented and maintained budgeting, planning and analysis functions
that provided appropriate analytical tools to establish goals and measure perfo
rmance. Routinely communicated historical and forecasted financial and operation
al performance trends using appropriate metrics. Facilitated contract estimates,
contract negotiations and contract administration. Directed activities related
to organizational accounting and performance reporting.
Key Achievements
* Improved interaction during the Boeing/McDonald Douglas merger by working wit
h the St. Louis business group to develop and implement effective processes for
the two entities.
* Provided critical leadership and subject matter expertise as team leader duri
ng Access implementation
* Accepted responsibility for organizational operations in addition to duties a
s Interim General Manager.
Estimator - Information, Space & Defense Systems (1997)
Employed complex cost models to develop program estimates for the Military and G
overnment contracts. Performed risk, financial and competitive analyses by apply
ing a wide range of qualitative and quantitative techniques for in-depth perform
ance studies used to support program management. Ensured contract pricing compli
ance through constant interaction with Cost Policy and Audit agencies.
Key Achievements
* Assigned lead estimator for a five month audit on material classification est
imates performed by the DCAA.
* Provided subject matter expertise as lead team member tasked with development
and implementation of an electronic delivery system that reduced rate and facto
r notification cycle time by 700%.
Cost Accountant Lead - Commercial Airplanes Engineering Division, (1990-1996)
Partnered with business leaders to drive operating performance while acting as c
hampion for Activity Based Costing, inventory accuracy and utilization, and spen
ding. Provided ownership in development of estimates, cost distributions and all
ocations as team leader of electronic budget initiation system. Delivered report
ing, analysis and recommendations.
Key Achievements
* Reduced budget cycle time from 8-10 days to less than 2 hours per budget.
* Loaned to Group Offices Finance for nine months to lead implementation and tr
aining of ERP system.
EDUCATION
Bachelor of Arts in Accounting, University of Puget Sound, Tacoma, Washington