Executive-Level Finance

Qualifications Profile

Multifaceted, systematic, and results-driven executive, offering progressive experience in all aspects of accounting and finance management, core business processes, lease negotiations, and budget administration. Armed with strong capability in performing various duties in a fast-paced and demanding work environment. Known for excellent interpersonal skills along with the ability to maintain solid client relationships. Effective at coordinating with cross-functional teams that collaborate as a focused unit to achieve aggressive business goals and drive the advancement of concepts into achievable business strategies. Articulate communicator; bilingual in English and Spanish.

PROFESSIONAL EXPERIENCE

Confidential Mission Hills, CA

Chief Financial Officer Controller Head of Human Resource 1988–Present

Strategy, Planning and Management

Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets, and forecasts.

Provide insight and recommendations to both short term and long term growth plan of organization.

Identify, acquire, and implement systems and software to provide critical financial and operational information.

Evaluate departments and offer effective suggestions for process automation and productivity improvement.

Create and establish yearly financial objectives in alignment with the company’s plan for growth and expansion.

Fulfill human resource functions, including staff recruitment, selection, training, and performance evaluation.

Participate in pivotal decisions as they relate to strategic initiatives and operational models.

Develop and execute policies, procedures, and processes in line with the Senior Leadership Team.

Financial Analysis, Budgeting and Forecasting

Prepare and present division’s monthly financial budgeting reports, profit and loss, forecast vs. budget, and cash flow.

Took charge of business initiatives analysis, product launches, and new service promotions.

Create and maintain monthly operating budget and annual company operating budget.

Manage financial planning and analysis department, while supervising the reports preparation, software implementation, and budgeting and forecasting tools.

Maintain active engagement with weekly conference calls with lenders, vendors, and Executive Leadership Team.

Accounting-Related Operations

Expertly lead the Accounting Department to ensure the proper functioning of all systems, databases, and financial software.

Provide regular maintenance and backup of all accounting systems, while observing adherence to internal controls, and financial procedures.

Ensure timeliness and accuracy of financial and management reporting data for investors and company’s board of directors.

Efficiently handle all month-end closing activities, including general ledger accounts, balance sheet accounts, and overhead cost allocation.

Oversee the preparation and timely filing of all local, state and federal tax returns.

Serve as a key point of contact for external auditors; manage the preparation and support of all external audits.

Financial Management

Administer the cash flow planning process and company assets and investments, while guaranteeing funds availability and new investment opportunities.

Utilize forward-looking models and activity-based analyses to deliver financial insight into the organization’s plans and operating budgets.

Human Resource Support

Administered the preparation and timely filing of all local, state, and federal tax returns.

Serve as a key point of contact for external auditors, while handling all external audits.

Client Relations and Cross-Functional Leadership

Closely coordinate with the food and liquor distributors in establishing strategic merchandise placements and price levels suitable to company needs.

Work with software and computer engineer to enhance and implement financial and accounting systems, processes, tools and control systems.

Collaborate with Board of Directors, chief executive officer, chief operating officer, and Executive Leadership Team.

Establish and maintain outstanding banking relationships and strategic alliances with vendors and business partners.

Technical Support and Management

Direct the hardware installation, maintenance and staff training at each company location, regarding the company's Micros POS system.

Administer the maintenance of the LAN, IP addresses, and file server.

Selected Highlights

Acquired $4K monthly savings by pioneering the company’s in-house Accounting Department to replace outsourced services from a CPA firm.

Developed and implemented injury and illness prevention program in accordance with the workers compensation laws; and employee handbook in formalizing and disseminating company policies.

Conducted keen analysis and research to streamline the Solomon III through QuickBooks Enterprise Solutions software migration.

Leveraged in-depth expertise in conducting systems upgrade from the Panasonic POS to the Micros POS, yielding price concessions of 15%.

Worked within outside company to ensure Affordable Care Act (ACA) compliance.

Leveraged industry expertise in updating and modifying the company website in collaboration with a website design company.

Gained 15% occupancy cost savings over the expired lease by strategically dealing with various commercial lease options in moving the company headquarters.

Applied technical capabilities in creating a new restaurant food and bar menu for six stores, thereby reducing costs by 80% from in-house menu production.

Took charge of the 12-month construction process of company’s first and new restaurant, while guaranteeing its on-time execution, promotion of the company’s vision, and within $700K budget.

Worked with a commercial real estate agent to list, market and sell one company location. The location was sold to a national restaurant chain for a high six figure profit.

EDUCATION

Bachelor of Science in Business Administration, with an Option in Finance

California State University, Northridge Los Angeles, CA

Golden Key National Honor Society

TECHNICAL ACUMEN

Website Maintenance ~ Database Management ~ Hardware Troubleshooting

Technical Operational Stage Administration ~ Micros POS Software ~ Operating Systems Configuration

Local WAN Maintenance

Microsoft Office Suite ~ Adobe Creative Suite (Photoshop, Illustrator, Fireworks) ~ Windows 7-10

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