Joseph Rick

1427 N Laurel Ave Unit #15

Los Angeles, CA 90046
Home: 323-656-2100
Cell: 323-819-4294
Email: jr73011a@westpost.net
EDUCATION:
M-Ed - Secondary Education, Loyola Marymount University, May 2000
MS - Clinical Psychology, Pepperdine University, May 1997
BS - Accounting/Finance, Loyola University of Chicago, January 1985
COMPUTER SKILLS:
PC, Macintosh, IBM AS/400 Main Frame, MS Client Server Systems, DOS, Microsoft A
ccess, Excel, Word, PowerPoint, Publisher, Libra, Timberline, Solomon, Oracle/Pe
opleSoft, Windows 95/98/MP/XP/Vista/Windows 7 & MS Office 2003, 2007, 2010, Wind
ows NT, LAN, WordPerfect 7.0, Lotus, Quick Books Pro 2009, Internet User, Web-si
te builder.
EXPERIENCE:
April 1993 - Present
ROMAN CATHOLIC ARCHDIOCESE OF LOS ANGELES, a non-profit corporation
Asset Base: $2.2 Billion, Annual Revenues: $700 Million
August 1998 - Present
Director of Finance/Human Resources @ Holy Family High School College Preparator
y, Glendale, CA.
Report to President. Responsibilities include preparation of annual operating an
d capital budgets, Oversight of all accounts payable, and receivable functioning
, including customer billing and collections. Produce monthly financial profit a
nd loss and balance sheet reports, and budget to actual comparison analysis. Res
ponsible for all payroll and human resources functioning including the processin
g of by-weekly payroll, new employee documentation and finger-printing, and the
administration of all employee benefits including medical, disability, and life
insurances, as well as pension, and 403B retirement programs. Oversee all cash
flow functions and perform all monthly bank reconciliations for six bank and inv
estment accounts. Accomplishments include the authoring and implementation of ac
counts receivable and accounts payable accounting procedural manuals which has r
esulted in standardized cash handling and purchasing procedures. Also responsibl
e for the implementation of a monthly actual to budget variance
analysis, that has resulted in the organization generating an operating profit o
ver the last three years. Previously was Business Department Chairperson respon
sible for the creation and implementation of all Business & Technology curriculu
m.
April 1993 - August 1998
Finance Project Manager @ Archdiocesan Catholic Center, Los Angeles, CA.
Reported directly to the CFO. Assisted the CFO in the financial administration
of all the Archdiocese's current and fixed assets, including, but not limited to
it's cash, invested securities, treasury management, real estate, annuities, in
ter-company and third party notes and loans receivable, trust and estate account
ing, and all construction financing activity. Preparation & presentation of all
consolidated fiscal year-end financial data to executive management, including t
he Cardinal's Cabinet and all Archdiocesan boards and committees. Managed the tw
o-year selection process of a comprehensive, automated, enterprise-wide finance/
accounting business solution (Oracle/PeopleSoft) for the Archdiocesan Catholic C
enter for the benefit of the finance, accounting, pension, investments, payroll,
real estate, construction, and purchasing departments. Conducted multiple train
ing classes, on new computer equipment, with a variety of software applications,
over the course of several months, for the benefit of the personnel in the acco
unting, finance, pension, investment, payroll, and internal audit departments. T
aught parish accounting and business managers how to set up, maintain, and manag
e financial records in over 300 parishes and schools. Authored and implemented a
parish accounting manual throughout the archdiocese.
June 1989 - April 1993
HAZAMA USA CORPORATION OF THE AMERICAS, INC., Los Angeles CA
Asset Base: $1.1 Billion, Annual Revenue: $120 Million
Controller
Responsible for the total accounting and financial activities of this internatio
nal commercial, retail, and residential real estate investment and development f
irm. Responsible for the corporate and operational accounting
for the American division. Operational accounting duties included budgeting, fin
ancial statement preparation, review and consolidation, property management and
construction accounting. Coordinated the audit planning and preparation, tax pla
nning and compliance. Financial administrative duties included daily cash manage
ment, ROI, IRR, and NPV calculations as well as pro-forma, risk and variance ana
lyses. Maintained all banking functions. Supervised a professional staff of eigh
t. Accomplishments included a successful company-wide computer conversion, autho
ring an accounting and financial reporting manual and the hiring and training of
an internal audit staff, resulting in substantial savings for the firm.
Jan 1985 - June 1989
WALDEN INVESTMENT CORPORATION INC., Chicago, IL
Asset Base: $500 Million, Annual Revenue: $75 Million
Corporate Divisional Controller
Responsible for the accounting function for this commercial and residential real
estate development firm, with properties throughout the United States. Trained
and supervised the property controllers, internal audit staff, and
the management information systems staff. Analyzed and approved all budgets and
monthly financial statements. Prepared and monitored all cash flow schedules for
each property. Prepared federal and state tax returns.
Coordinated all year-end audits. Prepared all long term financing analyses. Crea
ted pro-forma analyses for all planned developments. Reviewed and approved all c
apital expenditure budgets. Developed and implemented accounting procedure manua
ls for each property. Administered all construction-phase financing and project
costing analyses. Administered all property insurance, property tax, and banking
functions. Coordinated and implemented two separate computer system conversions
. Supervised a professional staff of ten.