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Sales Manager

La Crescenta, CA, 91214
March 21, 2018

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**** ********* ******, ** *********, CA 91214

C: 310-***-**** H: 747-***-**** E: EXPERIENCE

Hauser & Wirth Los Angeles Los Angeles, CA 02/2016 – Present Financial Controller

Control and manage all bank relationships and accounts for newly opened art gallery location of Swiss parent company

Administer all bi-weekly payroll-related functions, including HRIS management and journal entries in Abacus, and review all Time Control Sheets for accuracy

Manage all employee benefits (health insurance, 401(k), etc.) including annual renewals, as necessary, and coordination of enrollment and termination

Oversee and coordinate the preparation of quarterly exhibition budgets and annual gallery budgets & forecasts and initiate ongoing dialogue with Senior Management regarding cost variances & forecast revisions

Maintain compliance with GAAP and with Federal, State and Local regulatory laws

Monitor and ensure compliance with financial/accounting procedures, policies, and internal controls

Prepare quarterly & annual closing and detailed reporting package for parent co. in Zurich and local Senior Management

Responsible for all day-to-day bookkeeping and accounting functions, including foreign and domestic banking transactions and data entry for accounts payable, accounts receivable, and general journal

Coordinate regular reconciliation of all inter-company transactions with other gallery locations, including foreign exchange conversions & transactions

Update and reconcile all financial records and bank accounts

Liaise with and assist outside accountants in the preparation and issuance of annual GAAP reviewed financial statements and in the preparation and filing of Federal, State and Local income tax returns

Coordinate with outside counsel on legal matters as necessary

Interact with HR consultants on employee legal and regulatory issues

Review and maintain legal contracts, including leases, consignment agreements, bills of sale, etc.

Prepare and file monthly & quarterly California sales & use tax returns and quarterly New York sales & use tax returns Ascension Benefits & Insurance Solutions Los Angeles, CA 11/2008 – 02/2016 Controller

Executed complete P&L management, tracking, & reporting and consolidated monthly corporate financial statements & related quarterly reports for two business units: insurance brokerage firm and claims administrating co. for parent company

Prepared GAAP-compliant, twelve-month rolling Revenue, Expense, EBITDA forecasting on monthly basis and refined existing methodology to improve accuracy and utility; calculated monthly GAAP accrued and deferred revenues

Ensured the successful financial implementation of all business plans, strategic plans to enable marketing department to meet & exceed sales goals; refined & reported on twenty-four month rolling business forecast and three year business plan

Worked closely with the President and Chief Financial Officer to recommend cash management, investment policies & procedures, and managed Internal Rate of Return, Net Present Value, and Return On Investment analyses

Produced annual company budgets & executed monthly “actual” versus “budgeted” reports – analyzed and reported on variances to senior management on monthly basis & prepared and presented company financials

Directed and oversaw cost accounting methodology and processes to develop, use, and modify effective business practices to enable company’s Marketing Department to monitor financial results and assess future business opportunities

Supervised and developed Accountant & two Accounts Receivable staff and worked with I.T. personnel to develop and install various programs to establish & monitor financial reports and financial reporting processes

Coordinated with Human Resources Director to manage & fund payroll disbursements and timely recordings thereof

Maintained monthly employee vacation & sick time accruals and calculated appropriate entries for accountant to make

Developed and maintained accurate records of the company’s fixed/intangible assets and managed those asset listings & resulting depreciation/amortization schedules; administered software capitalization projects and C.I.P. accounting thereof

Prepared & filed multiple State Taxes & Annual Statements, Franchise Tax, City & County Business Licensing and Taxes, Annual 1099s and reviewed Federal and CA State Taxes prepared by hired CPA firm

Coordinated with internal/external I.T. personnel and A/R Manager to monitor & refine systems & procedures that expedited recording of premium & facilitate accuracy; reviewed and approved Rate Tables & Premium System rate setups

Maintained all commercial banking relationships including accounts, banking fees, credit card facilities, wire transfers, investment services, on-line banking, etc.; ensured all bank accounts and credit card accounts were reconciled monthly

Assured all fifteen “trust accounts” were in balance, related liabilities were properly recorded & paid per contract terms, and all related parties were communicated with accordingly; reviewed and reconciled all GL accounts monthly

Created and maintained financial models to calculate what if scenarios determining impacts of renewal business, new business, and lost business

Tracked & reviewed Key Performance Indicators (KPI) on business performance with Marketing V.P.

Managed month-end & year-end close and annual audit preparation, PBC lists, and review by KPMG of both companies

Managed relationships with external accountants to enable timely and accurate delivery of info for tax returns, audits, etc.

Maximized all cash balances & related balance reporting; printed weekly operating and trust checks

Developed and recommended related incentive programs; conducted Annual Performance Reviews Pepperdine University West Los Angeles, CA 10/2007 – 11/2008 Manager, Financial Planning & Analysis

Managed daily operations of Pepperdine University’s Graziadio School of Business and Management (GSBM) Finance Department, including Accounts Payable, Payroll, Purchasing, General Accounting, and Financial Systems operations

Oversaw financial reporting and GAAP compliance of various departments within the GSBM, such as Administration & Financial Aid, and tracked school faculty & adjunct professors expenditure reporting & reimbursement requests

Tracked restricted funds accounting of Title IV and grants accounting/allotment of university’s endowment funds

Maintained budget tracking, forecasting, adjustments, & variance research and analysis of $150+ million GSBM budget

Prepared & presented financial planning/analysis, market reports & trends to guide upper management’s decisions

Managed financial modeling & forecasting, contracts, and actual versus projected variance analysis & research

Disseminated info on financial policies & procedures and supervised faculty payroll and adjunct contract operations

Developed, led, & supervised Sr. Financial Analyst & Financial Analyst and advised & trained GSBM staff & faculty

Served as a liaison to main University’s Offices of the CFO, Controller, Vice President, and other senior managers

Administered the transition and training of staff and faculty to PeopleSoft financial and other systems software

Carried out non-profit university policies enabling timely execution of all financial transactions and statements Washington Mutual, Inc. Tarzana, CA 3/2005 – 10/2007 Assistant Financial Center Manager

Coordinated monthly consolidated financial statement closings and reporting to Regional Manager, while assuring both internal and external regulatory compliance; trained & oversaw staff of nine

Managed home mortgage and equity loan pipeline, daily operations, & monthly sales targets of number one ranking Banking Center in region and modeled sales forecasting & tracking

Led & mentored sales team in development & implementation of marketing strategies for exceeding monthly sales goals

Approved loan applications & business accounts, planned weekly employee work schedules & weekly sales evaluations

Executed variance research & analysis, and fulfilled ad hoc project analysis & application as assigned by Branch Manager

Produced sales reports on all retail banking products and created action plans to meet sales goals on a monthly basis

Conducted performance assessments, structured employee developmental plans, made hiring & terminating decisions

Fostered strong communication aptitude to attain repeat business and stimulate positive word-of-mouth advertising

Established motivating methods in training of sales staff through instruction, support, and encouragement

Implemented company policies enabling timely execution of all financial transactions and statements for related entities

Served as main contact for internal auditors and managed semi-annual audit procedures to facilitate efficient audit process

Researched and analyzed market trends, economic trends, seasonality effects to plan and implemented strategic actions

Executed Net Present Value, Cost-Benefit, Internal Rate of Return, and Return On Investment analyses and management

Conducted intricate Key Performance Indicators (KPI) analysis for reporting purposes to regional management

Prepared account analyses and supervised & reviewed of analyses prepared by others T. E., Inc. Los Angeles, CA 8/2001 – 3/2005

Finance Manager (Started as Staff Accountant, Senior Accountant, Accounting Manager)

Trained & oversaw staff of three; supervised monthly account closing of expense & revenue accruals (Accounts Payable, Accounts Receivable, Payroll, Purchasing, and Collections) for apparel manufacturing and retail company

Analyzed apparel product lines to ensure costing accuracy by line and initiated cost reduction practices by implementing a lean manufacturing environment and reported on key performance indicators affecting operations

Managed full Profit & Loss record keeping, i.e., all revenues, all expenses, Cost of Goods Sold (COGS), and conducted trial balance analysis & financial closing, and generated month-end reports

Collaborated with Human Resources Manager to administer payroll process & procedures and record respective transactions thereof; calculated employee vacation & sick time accruals and updated schedules accordingly

Governed accounting practices & reporting, GAAP compliance, & directed bank GL & merchant services reconciliation

Generated sales reports, implemented sales & budget forecasting, and executed variance research & analysis thereof

Developed cost accounting systems & procedures to promote prudent business expenditures & to maximize profitability

Implemented and maintained cash management methodology to project revenue, cash flows, and company expenditures

Furnished accurate budget forecasting/tracking, actual vs. projected research & analysis, cash flow, and financial modeling

Initiated systems and procedures to insure prudent cash & checkbook controls; managed payables to maximize cash flow

Prepared reports outlining financial position in areas of income, expenses, earnings, and operational effectiveness

Reconciled physical inventory and created reports on carrying costs, raw material costs, and overhead

Executed accurate purchasing and efficient inventory management controls to establish reliable reordering points and to maintain adequate safety stock for surges in demand while adjusting for seasonality effects of abated sales

Ascertained manufacturing burden rates and developed rational overhead allocation methodology

Created financial models implementing what if scenarios to ascertain impacts of seasonality & inventory carrying costs

Monitored and analyzed market trends, economic trends, seasonality effects to plan and implemented strategic actions

Conducted intricate financial analysis and planning to guide upper management in sage policy decision-making

Maintained and reported on standard costs, unit cost variance, COGS, Work-In-Progress (WIP) and finished goods

Negotiated contracts with suppliers and merchant services to reduce company overhead an average of 5% annually

Utilized versatile financial strategy and knowledge to accumulate continuous growth in quarterly revenues EDUCATION

MASTER OF BUSINESS ADMINISTRATION Malibu, CA 12/2008 Pepperdine University

Triple MBA Degree Majors in Finance, Global Business, and Dispute Resolution BACHELOR OF ARTS Berkeley, CA 12/2001

University of California, Berkeley

Degree in Film Studies


Certificate in Dispute Resolution - Pepperdine University School of Law, Straus Institute for Dispute Resolution, 12/2008

Certificate of Completion - University of Oxford, Global Enterprise Management - Oxford, United Kingdom, 04/2007

Accounting Certificate - UCLA Extension (Completed 9 of 18 courses before enrolling into MBA Program)

California Department of Insurance Resident Insurance Producer - Accident and Health, Life-Only, Variable Contracts License #: 0E82552; NASD Series 6 and Series 63 Licenses

Washington Mutual Bank, PACE Management Training Program - 2006 National Award winner for Greater Los Angeles

& Nevada Group


NetSuite; PeopleSoft; Hyperion; Paychex Payroll; Abacus; Sage Business Works;; Microsoft: Dynamics GP

(fka Great Plains), Windows, Excel, Access, Word, Outlook, PowerPoint, Money, and Publisher; QuickBooks; Crystal Reports; SimplerSystems Reports; Quicken; Forecast Pro; Type seventy-five wpm and have 10-key calculator & keypad expertise

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