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Manager Project

Whittier, California, United States
January 27, 2018

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Phone: 562-***-****


Visionary and goal-oriented executive with exceptional skills in both financial accounting and technology with a proven ability to analyze, plan, develop, and implement solutions to overcome business needs and enhance process efficiencies.

Core Expertise

Financial Accounting

Business Analysis

Process and Performance Improvement

Software Design & Implementation/Integration

Planning and Budgeting

Summary of Experience

07/2015 - Present

Silver Spur Corporation, Cerritos, CA

Vice President/Controller

Worked with Silver Spur’s President and Chief Financial Officer to establish strategic financial goals, develop the infrastructure to support company growth and drive improvements in operational processes with responsibilities for overseeing day to day accounting, payroll, budgeting and financial issues, cash management, sales, inventory management, human resources, and technology.


Developed and ensured financial reporting, policies, procedures and internal controls were maintained in accordance with GAAP and corporate policies.

Streamlined month end closing process and accelerated the timeliness of financial and compliance reporting.

Transitioned the company from QuickBooks to an ERP system, Epicor Eclipse, singlehandedly providing all project management, data conversion, needs and gap analysis, training, and support.

Developed key performance metrics utilized in making strategic decisions for the company.

Managed and provided strategic direction to sales and operational teams.

Developed analytical reports for sales team to assist in managing their customer base by identifying buying patterns and opportunities for growth.

Designed and developed forecasting model to improve accuracy and efficiency in managing inventory levels and purchasing.

Served as the primary liaison with external auditors.

Created incentive plans and established revenue goals for sales account managers.

09/2011 – 06/2015

PricewaterhouseCoopers, LLP, Los Angeles, CA

Director – Employment Tax

Responsible for providing new revenue streams by creating technology solutions to enhance payroll and employment tax processes. Member of PwC’s National Payroll Transformation Practice specializing in streamlining client payroll departments by reengineering processes, integrating systems, and creating custom solutions.


Developed shadow payroll system that computes US wages, incorporating the impact of all payroll taxes at all jurisdictional levels, for international employees and prepares all associated information returns.

Co-lead PwC’s national Ceridian DayForce implementation team and created tools that streamlined the conversion and validation of payroll data from external vendors.

Streamlined the filing of payroll returns that PwC was engaged in preparing for clients, including W2, W2C, Form 1099, Form 941, Form 940.

Provided clients with software that reconciled payroll taxes and deposits on a daily basis and interfaced with the general ledger by creating journal entries for proper recording.

Created software tools that streamlined the functions performed by the Employment Tax Group such as the automation of tax refund reviews and reconciliations of payroll related data.

02/2001 – 09/2011

Integrity Software Solutions, LLC, Whittier, CA


Created this company to resolve client process challenges by analyzing needs and reengineering business processes via integrated software solutions that streamline the process, ease administration, and result in greater accuracy.

Project Summaries:

ERP System Implementation: Served as Project Manager and successfully migrated from legacy HR and Financial systems to PeopleSoft and JD Edwards.

State Tax Apportionment System: Created a software solution that calculated tax basis consolidated financial information for state tax apportionment system reporting. Streamlined the filing timeline from several months to a couple of weeks resulting in a significant reduction of man hours.

Created custom applications to integrate with general ledger and financial systems in various areas including:

oPayroll labor distribution – reduced time to record in general ledger by 90%

oPayroll budgets – reduced budgeting cycle by 75%

oEmployee incentives – reduced calculation and payment time by 90%

oField operations POS systems integration to financial system

Created custom modules to support HRMS functions including:

oOn-line Manager Self-Service and Benefits Enrollment module – reduced data entry and paper requirements

oPerformance and annual compensation reviews

Provided conversion support and data warehouses for clients migrating between various HR systems.

07/2000 – 02/2001

Forum Systems, Inc., Huntington Beach, CA


Responsible for the overall operation of the company. Created business unit groups to specialize in vertical markets such as Payroll/HR systems integration, payroll data migrations and development of custom web enabled applications.

02/1999 – 07/2000

PowerPlan Corporation, Huntington Beach, CA

CFO/Vice President Support Services

Responsible for the financial review of the company and the implementation of accounting policies and procedures; provided sales support and implementation services to clients purchasing the budgeting software; responsible for creating a support organization for post-implementation services. Developed module to streamline data conversion from client financial systems to PowerPlan application.

01/1986 – 02/1999

Public Storage, Inc., Glendale, CA

Vice President Operations Reporting and Accounting

Responsible for all general ledger processes including monthly closing, allocations, cost center expenditures and financial consolidations for all Public Storage entities; developed revenue forecasting model and operations summary for tracking weekly mini-warehouse performance; supervised the weekly and monthly analysis of property operations; supervised the distribution of all financial and statistical information for 3 internal operations management organizations; project manager for the conversion of mainframe based legacy asset management system to PeopleSoft; supervised external consultants in the development of the Public Storage Pickup and Delivery property management system.

Manager of Financial Reporting (02/1992 – 12/1995)

Prepared monthly summary of operations analysis for senior management; prepared schedules summarizing operations for inclusion in Board of Directors meetings; developed interfaces from PC based mini-warehouse property management systems into corporate office mainframe system.

Controller (08/1991 – 02/1992)

Managed the computer system migration into the Public Storage consolidated system for the Commercial Properties Group; responsible for month-end closing and financial statement preparation for over 90 properties; supervised the cash management functions of the group.

Financial Accounting Manager (07/1987 – 08/1991)

Supervised the month-end revenue closing of mini-warehouse operations for the Management Division; developed reporting processes and provided financial reporting to senior management and field officers; performed cash flow and yield analysis for over 1,000 properties; assisted Senior Vice President/Chief Financial Officer on special financial analysis projects and financial statement preparation; prepared monthly budget variance analysis reports; established cost controls; supervised the development of and analyzed annual property budgets; designed and implemented incentive compensation plan for property personnel.

Accounting/EDP Manager (04/1986 – 07/1987)

Supervised month-end closing of general ledger for over 50 properties for the Commercial Properties Group; prepared monthly consolidated statements of operations; assisted in the preparation of annual budgets for properties and corporate office; reconciled general ledger accounts; prepared journal vouchers; supervised development of computerized accounting system; prepared audit schedules.

Project Summaries:

Managed the process from requirement analysis phase to prototyping and implementation of the distributed reporting system which reduced the reporting cycle from 10 days to 1 day

Developed financial consolidation application to assist in filing 10K and annual reports

Supervised development of mini-warehouse revenue budgeting system

Developed distributed payroll management and analysis system

Developed distributed capital expenditure budgeting and tracking system

Developed distributed budgeting model for Public Storage Commercial Properties Group

Developed module to record daily operations of PS PickUp & Delivery operations

01/1984 – 01/1986

Price Waterhouse,LLP, Los Angeles, CA

Staff Accountant

Performed year-end and interim audits of real estate, manufacturing, insurance, and financial institutions. Supervised staff on audit engagements. Assisted in preparation of financial reports and reports on internal control systems.



University of Washington, Seattle, WA

Bachelor of Arts in Business Administration (Accounting and Quantitative Methods)

06/1978 – 05/1980

United States Air Force Academy, Colorado Springs, CO

Major: Computer Science


Certified Public Accountant, California (1986 – 1993)

Technical Experience

Languages: Microsoft Visual Basic, Microsoft Visual C#, Microsoft Silverlight, HTML, JavaScript

Databases: Microsoft SQL Server, Oracle, MySQL

ERP Systems: PeopleSoft, JD Edwards, Oracle, Kronos Time & Attendance, ADP Enterprise HRMS, ADP Pcpw, ADP Payforce, UltiPro HR, Workday HCM, Epicor Eclipse

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