Controller ( Financial Analyst

Financial Research and Analysis ( General Management ( First Class Customer

Service ( Account Management ( Project Management ( Business Development &

Retention ( Budget Preparation & Administration ( Staff Training and

Development ( Reporting & Documentation ( Bookkeeping and Payroll

Processing ( Accounts Payable/Receivable ( Problem Resolution ( Financial

Reconciliation ( Time & Quota Management

[pic] Profile [pic]

Extensively experienced, dedicated, and goal-oriented professional with

demonstrated track record in leading the preparation and analysis of

financial reports to summarize and forecast corporate financial position.

Advanced knowledge in commercial real estate development and leasing,

automobile dealership operations, human resource functions and compliance

issues. Proven expertise in driving efficiency and productivity through

evaluation of financial management systems as well as process improvements

implementation. Demonstrates capability in monitoring daily cash

transactions and recording all financial activity. Exemplifies in-depth

knowledge of maintaining, reviewing and reconciling financial records in

accordance to company's internal policies and procedures. Recognized as a

strong business leader and trusted advisor to owners, shareholders, and

executives regarding accounting and tax matters. Possesses outstanding oral

and written communication skills; capable of interacting with all kinds of

clients in all settings. Technical expertise in Microsoft Windows

administration, Microsoft Office applications, QuickBooks, Alpha Five

Database, Dealership Management Systems (ADP, UCS, and Reynolds &

Reynolds), Yardi Property Management, Visual Basic 2008, and Virtual

Private Networks (VPNs).

[pic] Professional Experience [pic]

Controller

Perry Automotive Group ( National City, CA ( 2007-April, 2010

. Handle cash management and operating accounts; settle bank accounts on

a daily basis.

. Administer all accounting functions, which include general ledger

maintenance, schedule accuracy monitoring, monthly financial statement,

in-house payroll preparation, as well as sales tax returns and

employment-related returns calculation and recording.

. Direct a staff of eight personnel for the main business location as

well as supervise two business managers for documentation coming from

the outlying dealerships in Central California.

. Manage all insurance matters for all dealerships, including negotiation

of insurance policies and administration of insurance claims; serve as

legal liaison with attorneys.

Accomplishments:

. Initiated merge of accounting offices for the Southern California

dealerships in August 2008, driving a monthly savings of

approximately $17 thousand.

. Reconditioned accounting records within four months; switched to

daily bank reconciliations and tidied reconciling items at the end

of first year.

. Successfully eliminated excessive loss experience within the

insurance company in 2006 and 2007 to almost nothing in 2009 with

less than $40 thousand.

. Profitably saved 30% of electrical usage through the installation

of the energy-efficient outside lights.

CFO / Director of Real Estate

Travis Investment Group, Inc. ( Poway, CA ( 2003-2007

. Dealt and collaborated with general contractor, architects, and

engineers on construction issues and concerns.

. Interfaced directly with city officials with respect to obtaining

necessary building permits.

. Processed monthly request for payment to lenders to pay all contractors

and subcontractors for construction work; negotiated leases and filled

up the shopping center.

. Reviewed plans for new construction with clients; enumerated and

suggested available options and features to clients; as well as

answered client concerns with regards to construction work, financing,

maintenance, and appraisals.

Accomplishments:

. Invested an approximate amount of $14 million, including purchase,

carrying, and construction costs over a period of three (3) years.

. Sold the renovated shopping center upon completion, which released

about $26 million with a $12 million return in three (3) years.

. Turned the initial investment of $5 million to $17 million in three

(3) years.

. Brought new and national tenants, such as Office Depot, Homegoods,

and Panda Express while maintaining a local flavor by retaining

some long-term tenants.

. Successfully negotiated the purchase of property and moved the

renovation process through the design stage with the architects and

city officials.

Controller

Pacific Beach Toyota ( Pacific Beach, CA ( 2001-2003

. Spearheaded daily operations, which included cash management,

accounting, human resources, monthly financial statement preparation,

general ledger management, and supporting schedules coordination.

. Directed a staff of six and handled all legal and insurance matters for

the dealership.

. Advised on accounting development, coordination, and compliance with

all fiscal policies, procedures, and plans.

. Synthesized financial management data to interpret the composite

financial results of the operations on a daily basis.

Accomplishments:

. Assisted a dealer negotiate a successful sale of the dealership,

which yielded an approximate value of $5.5 million.

. Successfully maintained the company afloat on a limited working

capital.

[pic] Earlier Experience [pic]

Chief Financial Officer

IN2 Techn ( Rancho Bernardo, CA (1999-2001)

Controller

College Ford / Tri-City Toyota ( Lemon Grove, CA (1998-1999)

Auditor

Price Waterhouse (Big-8 Accounting Firm)

New Orleans, LA (1985-1987)

[pic] Education [pic]

Juris Doctor (Incomplete)

3 out of 4 years completed

West Haven University, School of Law ( Cypress, CA

Citations: Passed Baby-BAR exams on first attempt

Bachelor of Science in Business Administration

Major in Accounting

University of Southern Mississippi ( Hattiesburg, MS

Citations: Cum Laude Graduate of USM Honors College Member of Beta Alpha

Honorary Accounting Fraternity

[pic] Awards & Honors [pic]

Certified Public Accountant ( 1987

California Real Estate Broker ( 2001

Contact this candidate