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Director of Finance, Operations, Treasury, or Accounting

Anaheim, California, United States
October 21, 2017

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Director of Finance, Operations, Treasury, or Accounting

Qualifications Profile

Goal-driven and analytical professional with career-long expertise in managing internal controls and financial operations; complemented with strong competency in accounting functions, financial analysis, budgeting and forecasting, risk management, and audit. Effective leader with outstanding ability to develop and guide top-performing teams toward the achievement of set-forth goals and objectives. Effective relationship builder with excellent capability to establish positive working partnership with key stakeholders to guarantee efficient coordination of internal controls and processes. Adept at analyzing data, processes, and systems to identify areas for improvement, as well as to execute necessary modification. Strict at enforcing compliance with company policies and governing regulations, such as General Accepted Accounting Principles (GAAP) and Sarbanes Oxley (SOX) Act.

Areas of Expertise

Financial Modeling Strategic Planning and Implementation Actual and Standard Cost and Variance Analysis

Tax and Tax Return Filing Staff Training and Development Financial Statement Preparation

General Ledger Administration and Data Mining Account Reconciliations

Professional Experience

Controller, Accounting and Finance

Celeris Systems, Inc., Anaheim, CA 2017

úDirected all aspects of organizations’ accounting and finance functions

úLed the development of continuous evaluation of short- and long-term strategic financial objectives

úOffered recommendation and guidance to business leaders on cash flow, cost controls, and expenses

úGuaranteed timely and accurate creation and presentation of financial results report, including the development of overhead, general, and administrative provisional rates submitted to the DoD and DCAA

úTook full accountability in identifying and analyzing internal control weaknesses, as well as developing and implementing documented procedures and processes for mitigation of financial and operational risks

Financial Controller, Accounting and Finance

Certified Alloy Products Inc., Long Beach, CA 2015–2016

úAssisted senior management decision making across the business and support initiatives for the enhancement of business financial performance and attainment of corporate goals and objectives

úAcquired site budget for submission to divisional management and corporate headquarter (HQ)

úAligned with the rigor of budget process in completing detailed quarterly full-year outturn re-forecasts

úChampioned efforts in maintaining standard costing system, reviewing and correcting standard costs, managing internal financial controls, KPI’s, and procedures, and gaining in-depth knowledge of the best practices of other business units

úEnsured timely reporting of all savings on Lean Manufacturing and purchasing to produce real bottom-line savings

úUtilized Six Sigma methodology in expediting business processes

úAssisted on monthly profit bridges by providing variance analysis and detailed commentary

úMentored and facilitated training of four subordinates toward the achievement of their goals

Consultant Interim Controller

DHS Consulting, Inc., Santa Ana, CA 2015

Meade Instruments Corporation, Irvine, CA 2015

Quickturn Silk-screening, Placentia, CA 2014

úOversaw prior three years of fiscal external audits with the submission of provisional rates for governmental contracting customer compliance, including GAAP, FAR, DoD, DCAA, CAS, and DOT

úManaged ERP conversion from QuickBooks to Deltek Vision and Legacy to Syteline

úConducted profitability and fraud investigation

Interim Business Unit Controller (Contractor), Accounting and Finance

Curtiss-Wright (CW) - Avionics and Electronics and Integrated Solutions, City of Industry and Santa Clarita, CA 2014

úAdministered Accounting and Program Finance departments at two separate business units in the City of Industry and Santa Clarita

úProvided recommendations and support for the combination of the two businesses to the Santa Clarita facility

úOffered financial planning, as well as related ongoing advice to general managers of business units and Senior Management Team

Interim Finance Manager (Contractor), Program Accounting and Finance

Thales In-Flight Entertainment and Connectivity, Irvine, CA 2013–2014

úProvided oversight to seven employees in the Finance Department, while ensuring alignment with business objectives, policies, and procedures of organization

úExhibited competencies in handling program accounting baselines, profit and loss, labor tracking, estimate at completion (EAC), gross margins, standard cost, and project accounting for $500M revenue annually

Controller, Corporate Accounting and Finance

Mercury Defense Systems Inc. (formerly known as KOR Electronics, Inc.), Cypress, CA 2004–2013

úManaged more than a $100M in annual revenue for a high-tech electronics manufacturing and software company

úGuided three staff on month-, quarter-, and year-end close, as well as production of accurate and timely financial statements including required SOX compliance documentation

úDeveloped and managed internal control systems to improve the integrity of financial reporting, as well as to maintain conformity with required GAAP, SOX, FAR, DoD, DCAA and CAS

úKeenly organized and tracked all insurance requirements, external accountant, banking and legal relations, annual renewals and financial audits, and other tax and compliance reporting requirements

úSuperintended the finance aspects of remote divisions, including annual internal audits

úRendered support to various groups and departments on special reporting needs and ad hoc financial analysis

úGuaranteed the efficiency and effectiveness of departmental performance by training, supporting, mentoring, and monitoring subordinate accounting personnel

úMaintained active involvement in developing and implementing annual plans and policies, including strategic planning, budgeting, and forecasting

úUpdated and enhanced Microsoft Excel-based forecasting model which basically ran the business

úSupervised the integration of acquired companies into corporate enterprise resource planning (ERP) system for consolidation of financial statements and SOX compliance

Key Highlights:

Displayed expertise in controlling the elements of cash flow for reduction of interest costs and optimization of company’s positive cash position and sustained a four-year Excel-based forecast model for long-term planning

Observed strict compliance with tax law regulations in ensuring timely filing of federal and state tax returns, which reduced corporate tax liabilities

Migrated Microsoft Excel-based equity management to EASi internet-based equity compensation management, equity compensation reporting, and disclosure management, which lessened the time in preparing annual audit report by 15%

Received recognition from the executive management, board of directors (BOD), and external audit partner for creating and developing the entity-level control narrative, which streamlined the annual audit process by 10% and decreased the audit engagement costs by $25K

Made significant contribution in increasing the company’s revenue from $30M to more than $100M through organic growth, as well as merger and acquisition activities

Successfully handled more than over $500M cash and cash equivalents for company’s investments in compliance with BOD investment policy, which reduced external audit reporting engagement timeline by 5%

Earlier Career

Controller, Corporate Accounting and Finance

Arden Engineering, Inc., Orange, CA

Senior Corporate Auditor, Corporate Internal Audit and Finance

Chevron Corporation (formerly known as Unocal 76), Brea and El Segundo, CA

Corporate Auditor, Corporate Internal Audit

British Petroleum (formerly known as Atlantic Richfield Company), Los Angeles, CA

Principal Specialist, Financial Controls

Specialist, Corporate Internal Audit

Team Leader, Manufacturing Resource Planning (MRP II)

Boeing Corporation (formerly known as McDonnell Douglas), Huntington Beach and Long Beach, CA

Education and Credentials

Master of Business Administration

Chapman University, Orange, CA

Bachelor of Arts in Business Administration, with Emphasis in Accounting

California State University, Fullerton, Fullerton, CA

Certified Public Accountant, State of California, Valid Until: Sep 2018

Technical Skills

Microsoft Windows 8 and 10 Microsoft Office Suite [Word, Excel (VLOOKUP, Pivot Tables, SUMIF), and PowerPoint]

Deltek GCS Premier and Vision QuickBooks SyteLine SAP JD Edwards EnterpriseOne

Oracle Oracle Hyperion Financial Management

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