Joan Montgomery

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Principal

JDMontgomery, LLC

 

Contact Information

Email Address: jdmontgomery@centurylink.net

Phone: 303-912-9893

Mobile Phone: 303-912-9893

Address: 9057 South Yosemite St., Apt. 1011, Lone Tree, CO 80124

 

Biography

My expertise is in financial crisis management, when accounting records are behind or in need of "clean up." My recent background includes serving as interim controller for a publicly held company, supervising a staff of three and active participation in the preparation of the 10Q and 10K filings.

I served for over 3 years as a principal consultant for Tatum, LLC. During that time I was an interim controller for a variety of companies including a large not for profit organization.

I have also been a controller for both public and privately held companies in various industries, including manufacturing, real estate trusts, agriculture and training. Additionally, I have served as a Project Manager for large ERP implementations.

My experience includes consolidations, SEC filings, process improvement, foreign company combinations and extensive work with troubled accounting systems.

I am a professional with over 40 years of experience. My extensive background has a mix of public Accounting, including having been an Audit Manager at Coopers & Lybrand and independent consulting for all types of companies.

Experienced in Oracle, SAP, Lawson, Microsoft SL (Solomon) and Microsoft Dynamics (Great Plains) and Quick Books as well as proficient in Excel and Word.

Experience 

Accounting Consultant at Self-employed
January 2013 - Present (4 years 3 months)
Acting Controller for a not for profit company, Responsible for Cash Management, monthly reporting. Also redesigned the General Ledger chart of accounts. Organized and finalized the budger process for 2014. Completed workpapers and reports for the annual audit.

Acting Controller at Zynex Medical
July 2014 - October 2015 (1 year 4 months)
Responsible for all general ledger functions, review of payroll and accounts payable. Preparation of the financial statements for SEC filings

Principal at Tatum LLC
August 2007 - December 2011 (4 years 5 months)
Various consulting engagements as Acting Controller

Acting Controller at BMGI
October 2008 - March 2009 (6 months)
Responsible for Cash Management, supervising 5 employees, all monthly General Ledger functions and management reporting 

Skills and Expertise

Managerial Finance
Financial Reporting
Budgets
Financial Analysis
Internal Controls
Auditing
Accounting
Forecasting
Corporate Finance
General Ledger
SEC Filings

Education

Metropolitan State University of Denver
Accounting, 1972 - 1974

University of Nebraska-Lincoln
Bachelor's degree

Certifications

Certified Public Accountant, Inactive, CA
State of California

 

Social Networking

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