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Accounting Management

Los Angeles, CA
November 10, 2018

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**** ******** ***. #***, ** CA ****5 310-***-****


Experienced financial management executive with proven track record to contribute to financial and strategic leadership of the company, Expertise in developing and maintaining quality financial analysis and reporting to ensure optimal effectiveness via automation and process improvement. Recent conversion of the accounting system and integration with the operational system for a tech company; one of a kind in the industry resulting in the successful acquisition of the company.

Record of success in strategic and financial planning, budgeting and forecasting, audit oversight and planning, and effective implementation of internal controls. Consistently recognized for financial leadership and the ability to drive performance and achieve strategic objectives, excellent management, interpersonal and communication skills. Active member of the management board of the company.


P&L Management - Cash Flow Analysis - Forecasting - Budget Development & Management - Auditing & Compliance- Inventory Control - Job Costing - Financial Analysis - Investment Tracking - Tax Filing - Accounting Program Conversion Factoring & Banking Relationships - Special Projects - Bank Reconciliations

Vendor Maintenance & Analysis – Collection & Billing – HR. & IT Management


Telmate, Westwood, CA

VP of Finance, June 2014-Spt. 2018

As the acting CFO for over 4 years and member of Management Board for a growing telecomm. / Tech company based in San Francisco, responsibilities include directing and overseeing all aspects of the finance, accounting, budget, tax, regulatory and audit activities/functions of the organization. Participate in the decision-making process regarding the Company's business interests. Finally, as an active member of the leadership team responsible for merger/acquisitions, directly responsible for due diligence process of financial records of the company, input on decision making criteria and recommendations for optimal courses of action resulting in a successful acquisition of the company.

Key Accomplishments:

• Mapped out and implemented the integration and conversion of the accounting and service production systems to Netsuite

• Building all new reporting for all levels of the company regarding the performance of their department

• Developed complete reporting package for the Executive team with breakdown of year on year impact

• Assure correct implementation of all contracts by working closely with legal and setting up protocol and steps to be followed throughout the various departments

• Voting Member of the Management Board

• Active member of the M&A team, leading to the successful acquisition of the company

Club Assist, Los Angeles, CA

Vice President of Finance, North America, 2008-2013

Oversee $120M annual budget and all financial operations for the North America region of a global company. Provide all data, analysis and support for effective planning, performance measurement, cost/benefit analysis, and regulation compliance. Prepare and deliver complete financial packs to Board of Directors including cash flow, P&L, balance sheet and forecast

Key Accomplishments:

Built and trained successful finance team with checks and balances and “One Team” spirit

Achieved consistent record of clean Internal and external financial audits for five North American client companies

Improved efficiency by creating strong internal processes, systems and policies

Implemented P&L based departments within the company

Designed and created performance measurement and analytical management reports

Implemented customer-based P&L to show individual client performance

Minimize exposure through robust systems and processes, regular audits, and thorough coverage of policies and procedures


Controller, 2002-2008

Directed all financial operations for international retail consulting and training firm. Oversaw G/L, A/R, A/P, payroll, account reconciliation, and cash flow management. Prepared and issued financial statements and reviewed monthly departmental expenses.

Key Accomplishments:

Successfully managed all human resource functions including hiring, training, payroll, 401K, and insurance

Achieved 30% cost reduction during revenue decline by implementing companywide cost-saving measures


Director of Accounting, 1998-2001

Directed accounting department operations and all corporate accounting functions. Prepared and presented annual budget and financial statements. Oversaw monthly closings, 401K reporting, A/R, A/P, G/L, payroll, and tax filing. Supervised all internal audits including State board of Equalization and workers’ comp.

Key Accomplishments:

Implemented new timekeeping system that effectively enhanced efficiency and reduced data

Increased profit margin to 50% by implementing job costing system that more accurately analyzed labor and material costs


California State University, Northridge, CA

MBA, Management & Accounting

BS, Accounting


Proficient in Netsuite, Microsoft Dynamics GP, PowerPoint, Word and Excel, FRX Reporting, Crystal Reports, MAS 90, Peachtree, QuickBooks, Quicken, Lotus, WordPerfect, ADP Payroll, Kronos and Windows applications

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