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Corporate Financial Controller

Location:
Santa Ana, CA
Posted:
July 20, 2017

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Resume:

Diligent and driven professional who has achieved success in a variety of roles with increasing

levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills. A results-oriented leader with extensive experience and significant financial industry knowledge. Adept at process analysis, requirements gathering, and overall project management.

Oversaw and managed Accounting Dept, Accounts Payable and daily cash receipts & wires for accounts receivable.

Prepare and review all monthly reconciliations of Balance Sheet Analysis, Bank Reconciliations, Fixed Assets ledger, Income Statement Trend analysis, monthly balance sheet and MTD & YTD P & L statement. Also prepare weekly journal entries for staff payroll and filed quarterly Sales Tax return for Vaping American Made Products.

Prepared all international revenues, expenses and inter-companies COGS for parent company consolidated balance sheet and income statement by entities.

• Monitored employee productivity and optimize procedures to reduce cost.

• Managed and supervised daily operations of twenty-two employees.

• Assisted with all new account openings and business deposits. Worked closely with management to strategize sales techniques to increase branch production and customer service.

Submit loan or line applications, mortgage and investment referrals, open new demand deposit accounts, wire transfers, notaries and service client needs.

Ensured that customer concerns were handled efficiently to maintain positive customer relations.

Lead morning huddles to optimize team approach to achieving daily sales goals.

• S.A.F.E certified, and NMLSR certified (NMLSR ID: 916681)

• Created and administrated new consumer accounts and retirement accounts.

• Maintained sales quotas as well as hitting regional goals. Help customers with their mortgages and CD’s rates finding new possible way to help them increase income and lower cost.

Examined clients assets, and suggested additional banking services and offered solutions when consulted about financial needs.

• Certificate in Excel

• Certificate in QuickBooks

2140 S Main St, Apt: 310

Santa Ana, CA 92707

714-***-****

*********@*****.***



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