Accountant
871 Warfield Ave., Oakland, CA 94610
phone/fax: 510 465.2168 mobile: 510 410.8516
richard.callicrate@juno.com
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Experience
RC VENTURE MANAGEMENT, Oakland, CA, 1985-present
Accountant/Bookkeeper: Assist clients with diverse accounting projects including: accounting system installation, full charge bookkeeping, projections and budgets, financial statements, market feasibility studies, financing and investment requests, and product/service cost analysis.
ACCOUNTANTS INC., Oakland, CA, 1998-2000
Accountant/Bookkeeper: Assisted clients with accounting: system setup, operation, training, system conversion, budgeting and forecasting.
CREATING OWNERS INC., Oakland, CA, 1995-1998
Bookkeeper: Provided bookkeeping services using QuickBooks for not-for-profit employee ownership education organization. Researched employee ownership companies regarding benefits. Raised program funding through legal, financial and accounting firm sponsorships. State and Federal non-profit legal filings.
NATIONAL CENTER FOR EMPLOYEE OWNERSHIP, Oakland, CA, 1988-1998
Associate Director/Member: Involved with the NCEO in a variety of capacities. Advised companies on structuring Employee Stock Ownership Plans. Recommended employee ownership models for small businesses. Promoted a marketing strategy to create the largest financial growth year in the organization's history.
COMMUNITY ECONOMIC STABILIZATION CORPORATION, Portland, OR, 1987-1993
Accounting Supervisor/Program Manager: Supervised accounting staff in all aspects of reporting and accounting functions. Worked with the governments of Oregon, Washington, and Idaho. Created seminar and training programs providing information about broad aspects of employee ownership. Editor of Employee Ownership News, a quarterly newsletter.
Education
Business Degree, Boston College University School of Management, Boston, MA, 1985
- First Place: Business consulting competition, created a strategic plan for a small bakery.
- Research Assistant: Finance department. Examined the relationships between executive compensation/ownership programs and stock valuation in mergers.
- Developed an employee ownership focus in a variety of areas. Related courses were Corporate Finance, Strategic Management, Organizational Design, and an Entrepreneurship course at Babson College.
Other Interests: Commercial Hot Air Balloon Pilot, Mountain Climbing, International Travel
