Financial Executive, CFO, Controller, Director of Finance, Accounting
Resume:
Lizette Mandola
Katy, TX 77494
*********@*****.*** 832-***-****
Financial Executive/ CFO
Results-driven senior financial management executive with over twenty years of success in finance and operations management. Demonstrates ability to effectively streamline business operations resulting in major growth in gross margin. Possesses expert leadership, communication and interpersonal skills to establish rapport among all levels of staff and management.
Core Qualifications
Internal/Financial Controls Financial Reporting Budgeting and Forecasting
Process Improvement Credit Risk Management Regulatory Reporting
Debt Restructuring Cash Flow Management P&L Responsibility
Financial Reorganization Policy Development Business Planning
Professional Experience
Director of Accounting and Operations
Transformation Enzyme Corporation – Houston, TX 5/2014 - Present
Scrutinize all financials and accounting processes for development of systems and overall improvement.
Annual Budget of $27 million
Budget duties include but not limited to: actual to budget, treasury, banking decisions, relationships and daily cash flow
Prepare monthly reconciliations, financials, forecast, sales reports, and inventory reports
Directly manage a team of eight subordinates, review and approve all revenue, payables, accruals and journal entries
One on one relationship with external auditors for efficient timing of tax payments, filings and annual audit
Strategic contracts negotiation with manufacturers and suppliers
Efficiently process purchase orders to manufacturers
Forecast replenishment needs to ensure effective supply chain function
Supervise shipping and receiving/ warehouse department and private label customers
Real estate sourcing pertaining to current and new office locations
Facilitate all processes in relation to new talent recruitment, hiring and evaluating current team members
Proactively negotiate best possible rates for payroll, insurance, 401k and all other employee benefits
Prepared 2015 Budget and New Sales Agenda with coordinating commissions and schedule
Direct all activities relating to the sales team, inclusive of commission projection and payout calculation
Ensure ROI of all company sponsored activities
Chief Financial Officer/General Manager
Detechtion Technologies - Houston, TX
9/2011 to 12/2013
Directed global oil & gas finances in excess of $49 million annually
Executed all functions related to company finance, forecasted growth goals, oversaw human resources (multi-jurisdiction), maintained company vision & values, implemented policies, procedures and solid foundation of systems
Ensured compliance, legal issues, arbitrations, negotiations, contractual agreements were handled appropriately
Created successful global Accounting and Admin teams through strong leadership teambuilding and coaching activities
Presented periodic financial analysis, innovative business strategies and timelines to the President of the company
Created guidelines, goals and metrics for sales and marketing team
Increased conversion to 40% & sales 50%
Supervised all investments and produced constant growth in all funds
Meticulously examined department financial data, market trends and opportunities for company expansion
Responsible for the release of financial information to the shareholders and the board of directors.
As HR Director, responsible for all employee benefit plans, cost effective monitoring, created employee handbook, with clear personnel policies and procedures
Generated $200,000 in annual savings for company by transitioning all employees into a more cost effective medical, 401K and benefit plan
Designed and implemented metric system to determine appropriate employee bonus compensation
Developed employee training/on-boarding procedures, employee manuals, workshops and activities.
Strategically coordinated new real estate acquisition and transition of office without business interruption
Facilitated & completed companies first Merger &Acquisition on 4/1/13, on-boarding 20 technicians
Packaged company for sale to Private Equity firm. Guided and performed all due diligence, audits, financial presentations and 20 year forecast, leading to a multimillion dollar sale of company
Chief Financial Officer
Tejano Center/Raul Yzaguirre School for Success – Houston, TX 2009 to 2011
$38 million dollar annual operating budget
$28 million dollar portfolio comprised of publicly funded capital construction projects
Ensured financial integrity of both the Charter School and Non-Profit entities when managing the operating budget
Maintained compliance with local, state and federal reporting requirements
Bestowed all grants and awards; monitored recipient compliance thereafter
Reviewed and approved all financial statements and reports prepared for the Board & Superintendent
Created and implemented necessary internal control safeguards
Proactively communicated with management team to foster new initiatives
Managed the PIEMS data submitted to Texas Education Agency
Developed strategic business & operational processes and procedures
Negotiated and maintained all required insurance
Analyzed cash flow, cost controls, expenses and financial statements isolate and eliminate potential weaknesses
Lead planning and policy-making committees
Director of Finance & Economic Development
City of Newburgh – Newburgh, New York 2002 to 2004
Director of Finance annual budget of $85 million
Supervised a staff of 30 employees including IT department, tax collection, and supportive personnel
Oversaw payroll for 400 employees, insurance risk management, and economic development strategies
Determined the impact of each department on the city’s financial position
Appropriated finances for the water and sewer departments
Implemented city’s first centralized computer system linking all departments
Negotiated five union contracts for the Police and Fire departments
Managed self-Insurance program, processed claims, partnered with legal for proposal of settlements
Implemented inventory/fixed asset structure and system valuation for GASB 34
Strategically negotiated contracts with new and existing vendors
Supervised all construction projects for the Newburgh Revitalization Reform
Coordinated bidding and awarded all contracts
Reported all phases of construction to the Board, presentations included percentage of completion and all elements of cost accounting schedules
Public Office
Town Comptroller
Town of Kent – Carmel, New York 1999 to 2002
Town of Beekman – Poughquag, New York 1996 to 1998
EDUCATION
Mount Saint Mary College – Newburgh, New York
Bachelor of Science - ACCOUNTING
Marist College – Poughkeepsie, New York
Paralegal Certificate (ABA Certified)
SKILLS
Bilingual (Spanish) All Microsoft Products, Advanced Excel, GP (Great Plains), AmiPro, KVS Accounting Software, Blackbaud Accounting Software, Sage/MIP, RSCCC Software, ADP Payroll Systems, Oracle, SAP, AS400, Quickbooks
PROFESSIONAL & CIVIC AFFILIATIONS
Vistage CEO Group, Strategic CFO, National Association of Professional Women, Katy ISD Audit Committee, YWCA Board of Directors Finance Committee, Texas Women Accountants, Government Finance Officer’s Association, Texas Charter School Association, Chamber of Commerce, Roundtable Legislative TEA Finance Committee (Capital Bldg. by invitation)
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