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Manager Accounting CPA

Granite Bay, CA, 95746
October 26, 2018

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**** ***** ***

Granite Bay, CA 95746

916-***-**** Cell


More than 20 years of senior management experience, with a proven talent for capitalizing upon revenue and profit enhancing opportunities. Broad industry background that includes both manufacturing and service-based companies.

Excellent leadership, team building and motivational skills.

CPA, License to engage in the practice of public accountancy, including the signing of attest reports.

Public accounting experience, Deloitte LLP

BS Accounting and Finance, San Jose State University – AA Computer Programming, DeAnza College.

QuickBooks Pro-Advisor

Professional Experience

Temporary Assignments for Placement Agencies


Temporary Positions as Controller and Senior Accountant for retail, manufacturing and service companies while seeking permanent, long term employment.

Analyzed and organized accounting departments.

Supervised and participated in annual audits.

Analyzed and updated business plans and forecasts.

Recommended and implemented solutions to increase efficiency and accuracy of various accounting functions.

Worked with banks and financial consultants to solidify and maximize banking relationships.

Receivables, Payables, Payroll, Financial Statements.

Specialty Products Design

October 2016 - Jan 2017

Temporary Position - Controller for this manufacturer of custom exhaust components and systems.

Analyzed and organized accounting department.

Designed new Excel spreadsheets to analyze and record payroll information.

Helped streamline accounting information recording and input into Sage 100/MAS 90.

Administered Payroll and 401K plan for company and produced various reports for recording.

OmegaComp HR, Inc

Jan. 2014 - Dec. 2015

Temporary Position - Controller for this Human Resource and Payroll Service company.

Analyzed and organized accounting department.

Combined two disparate accounting systems and converted Company to QuickBooks.

Designed new Chart of Accounts and Financial Package.

Participated in the merger and acquisition another Human Resources company.

Designed procedure for extracting accounting information from a system that is not designed to provide this information.

Administered 401K plan for company and produced annual census' for various clients..

Complex Excel spreadsheets using Pivot Tables, Lookups, and text management.

Heavy client services and complex research and analysis of payroll concerns.


Oct. 2011 – Jan. 2014

Various projects including software installation and training, inventory re-engineering, tax preparation.


2002 – Oct. 2011 Controller for this manufacturer of off road, after market auto suspensions.

Developed a completely new, comprehensive accounting and reporting system. Implemented installation and conversion to new accounting application. Streamlined daily reconciliations and month end close.

Produced a complete management reporting package, customized for this business.

Oversaw a doubling of sales in a 3 year period while holding costs and operational expenses virtually static through a reengineering effort of operations and organization.

Developed a 5 year financial plan and projection to facilitate an employee ESOP.

Worked with outside counsel to register and enforce trademarks and patents.

Designed a system for reconciling the daily credit card transactions to the sales journal.

Set up a uniform bank account reconciliation spreadsheet for all accounts.

Designed a spreadsheet for calculating and reporting sales commissions.

Initiated and administered 401K plan.

Hired and trained accounting staff including replacement where necessary.

Implemented financial information and input for partner buyout and SBA financing.

Worked with outside business appraisers and SBA consultants for successful partner buyout.

Hands on Accounts Payable, Accounts Receivable, and Payroll, general, medical, and liability insurance.

CASCADE ENTERTAINMENT GROUP, LLP (Temporary, contract position)

2001 – 2002 Interim Controller for this Indian gaming company.

Responsible for timely and accurate recording and reporting for two tribal casino projects, recording and distribution of interim funding.

Oversaw Accounts Payable and General Ledger functions, month end close, and performing special projects.


2000 – 2001 Corporate Controller for this manufacturer of surgical robots and developer of software. Responsible for all accounting functions and for consolidation of parent and 2 foreign subsidiary financial statements.

Participated in 3 rounds of financing through Convertible Preferred stock and Warrants.

Participated in acquisition of Equity Line of Credit.

SEC reporting including 10K, 10Q, S3 and S2 filings.

Participated in consolidating 2 foreign subsidiaries in to one saving in excess of $100K per year,

Other Experience


Recruited as Corporate Controller from a contract position for this Burlingame based $12 Billion Mortgage Banker. Initial challenge to organize and streamline the company’s Human Resources and Payroll Dept.

Re-staffed and reengineered department. Reorganized department to cut costs and increase efficiency.

Trained and cross-trained new accounting staff.

Introduced new policies and procedures to assure accurate and timely payrolls for 800+ employees. Brought payroll error level from more than 10% to Zero.


Recruited as Director Finance/Administration to help turn around and expand or change the business direction of this manufacturer of Wafer Fab Equipment. Directly responsible for all finance, accounting, HR, purchasing and inventory.

Instituted system for cash forecasting, decreasing collection cycle, and controlling vendor payments.

Documented computerized accounting system, recast financial statements. Decreased monthly close time.

Hired, trained, and cross-trained complete new accounting staff. Researched and changed 401k and health plans to provide better benefits while saving the company money.

Helped redefine corporate strategy, identification, and direction.


Recruited as Manager of Finance and Administration shortly after the start up of this electronics manufacturer. Responsible for all finance and accounting functions (including initial establishment of policies, procedures and controls), planning, HR, administration and information systems.

Industry Experience


Service Based Companies

Success in startup, growth and turn -around environments

Computer Applications

Sage/MAS, ACCPAC, Peachtree, DAC Easy, DCD, Minx, ADP for Windows, QuickBooks. Word, Excel, PageMaker, Windows

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