1. PO Box 80901 DAVID SCHOR davidschor.biz@gmail.com
Seattle, WA 98108 CPA, MBA (206)789-8484
Summary: Non-profit and Small Business Accounting Services provided by MBA with eight years experience in
auditing, accounting, and financial analysis. Excellent communication and interpersonal skills.
EXPERIENCE
Accounting Services: David Schor, CPA – NonProfit & Small Business Accounting, Seattle, WA 2009-Present
Independent CPA having providing the following services:
•Monthly, Quarterly, and Year-end closings: annual close procedures for year-end audits, and regular closings to maintain
accuracy in accounting for pledges, fixed assets and other complex areas for accurate management information.
•Reporting: preparation of financial information for standard and ad-hoc reports. Standard reports include Statement of
Financial Position (Balance Sheet), Statement of Activities (Profit & Loss), and the Cash Flow Statement.
•Audit Preparation: assisting clients with corrections and cleanup work to prepare for efficient financial audits.
•Budgeting & Planning: preparation of budgets, needs assessments, financial projections and cash flow forecasts for fiscally
sound operations.
•Startup / Turnaround Planning: Helping small business owners with startup and turnaround efforts through market research,
financial analysis, cost controls, and general turnaround planning.
•Bookkeeping and General Ledger work: accurate accounting and record keeping by GAAP fluent professional.
Sample Clients: Seattle Arts & Lectures; Parkview Services; Kirkland Arts Center; UW Center for Commercialization
Sr Financial Analyst, OpenMarket Inc, Seattle, WA 2007-2009
•Developed and maintained meaningful management reporting package for new, high growth mobile commerce division of
publicly traded company. Reported on revenues, costs and related drivers, service volume, asset base, headcount, and
statistics on top customers.
•Prepared and maintained company’s first gross margin analysis to recognize differences in business segments and focus sales
efforts, resources and investment towards most profitable segments and away from least profitable. Division grew from $10M to
$30M, and 4th place to #1 mobile commerce aggregator during my time with the company.
•Planned fiscal year budget, updated forecasts as conditions changed, and compared actual results to budget
•Implemented financial reporting procedures, including controls required for Sarbanes Oxley compliance
•Monthly accounting, accruals, receiving, invoicing, cash flow reporting, journal entries, reconciliations, ad hoc projects
Experienced Associate, PricewaterhouseCoopers, Seattle, WA 2004-2007
•Planned, executed and completed audits for commercial clients with up to $400M in revenue in real estate, manufacturing,
software, media, arts, and professional and human services
•Supervised and developed junior staff, providing formal periodic evaluations as well as day to day coaching
•Worked with engagement managers to deliver audited financial statements with required disclosures, as well as other
deliverables, such as formal comments to management
•Applied generally accepted accounting standards to review assets, liabilities, revenues and expenses for compliance with
GAAP, concentrating on high risk areas. Accomplishments include audit of complex inventory for manufacturing client from raw
materials to finished goods; and audits of real estate client's fixed assets in periods of significant acquisitions and sales.
•Identified, researched and consulted with audit managers and clients on key accounting issues in leases, sales, capitalizable
costs, inventory, characterization of liabilities, capital gains, investors and filing requirements
•Assisted clients in SEC filings for public offerings, quarterly and annual reporting
•Assisted clients in compliance with Sarbanes-Oxley, including documentation, review and testing of internal controls
Accountant, Bader Martin, Seattle, WA 2003-2004
•Audited for profit and nonprofit (A-133) clients in real estate, manufacturing, media, arts, and professional services
•Performed accounting functions for clients including contract reviews, capitalizing fixed assets and intangibles and preparing
depreciation/amortization schedules, loan amortizations, foreign currency translations, LIFO inventory layer cost calculations
and rollforwards, and due diligence for acquisitions and other financing needs.
•Reviews, agreed-upon procedures, compilations, forensic accounting, and account reconciliations
•Prepared annual tax filings for businesses, individuals and trusts
•Brought in new tax clients through relationships in community
SOFTWARE AND INFORMATION SYSTEMS
Expert in Microsoft Excel and Office suite. Strong experience in QuickBooks, Business Objects, Oracle, Lotus Notes, proprietary
ERP accounting systems, and software packages for accounting and audit programs and guidance
EDUCATION and PROFESSIONAL LICENSES
MBA, full scholarship, UMass - Amherst, MA 2001 CPA Washington State, 2006
BS, UMass - Amherst, MA 1992 PE Washington State, 1998

2. PO Box 80901 DAVID SCHOR davidschor.biz@gmail.com
Seattle, WA 98108 CPA, MBA (206)789-8484
(P. 2)
VOLUNTEER WORK
Catholic Community Services Youth Tutoring Program, Seattle, WA 2005-Present
K-12 Tutor in after-school tutoring program for at-risk youth. Students are from diverse backgrounds, and are often 1st
generation speaking English
Parkview Services, Shoreline, WA 2010-Present
Board Director and Treasurer, providing financial and operational oversight, advising nonprofit in its affordable housing mission.
Hands-on financial planning and budgeting, accounting, and audit management.
Kol Haneshamah (KHN) and Kavana, Seattle, WA 2007-Present
KHN Membership Committee: Planning events and providing social services to current and prospective members. Honored in
2010 with opportunity to give sermon to hundreds at Jewish New Year’s holiday.
Kavana-Oxbow Farm Community Supported Agriculture program: Founding member of CSA, organized program to ensure
market for local farmers and bring nutritious, local food to the community.
Seattle General Toastmasters, Seattle, WA 2008-Present
VP of Education helping new members with public speaking. Maintaining weekly meeting schedule
UMass Alumni Club, Seattle, WA 2005-2008
Club Officer organized social and networking events for local UMass alumni.
JT News, Seattle, WA 2003-2005
Board Director and Treasurer, provided financial and operational oversight, advising nonprofit in its mission to bring relevant
news to Seattle’s Jewish community.
Big Brothers / Big Sisters (Hartford) 1993-1995
Big Brother, provided mentorship and big pal relationship to Hartford’s at-risk youth
Riverfront Recapture Rowing (Hartford) 1993-1995
Assistant Rowing Coach, coached Hartford’s inner-city high school students in college and team oriented athletic program