QUALIFICATIONS

Certified public accountant with experience in public accounting, SEC and financial reporting, general ledger accounting, inventory accounting, cash accounting, fixed assets, revenue recognition, internal controls, financial statement review and accounting audit support. Six years of retail operations management experience.

EDUCATION/CERTIFICATIONS

Certified Public Accountant – August 2009

Bachelor of Arts in Business/Economics, emphasis in Accounting – University of California Santa Barbara- Graduation: June, 2006.

PROFESSIONAL EXPERIENCE

Best Friends Total Pet Care, Inc.

November 2015 – Present

Senior Manager/Controller – Accounting & Finance

November 2015 – Present

Responsibilities include:

Promoted to Controller in April 2016

Manage Accounting Department including one Accounting Manager and one Staff Accountant

Manage Accounts Payable Department including one Accounts Payable Manager and two staff

Oversee lease, debt and prepaid accounting, fixed assets, intangible assets, accounts receivable, stock compensation, liability and medical insurance, cash accounting, inventory, and revenue.

Oversee the month end close process

Policy review and establishment

Technical accounting research

Assist with pre-acquisition due diligence and post-acquisition purchase accounting

Preparation of the annual budget

Draft internal and external financial statements

Manage real estate tax payments and accruals

Assist with external preparation of state franchise taxes

Review and sign checks and approve electronic funds transfers

Oversee the external audit

Special projects as assigned by executive management and the Board of Directors

Moss Adams, LLP

May 2013 – November 2015

Industry Focus: Manufacturing and Technology

Manager – Business Assurance

July 2015 – November 2015

Responsibilities include:

Manage overall client expectations and engagements through completion

Manage all staff and senior auditors on the engagement

Communicate audit progress and finding to upper level management and the Board of Directors

Review audit work to ensure that it is in compliance with auditing standards and GAAP

Review the drafts of client financial statements to ensure that the statements are in accordance with GAAP

Complete complex accounting research and projects

Expert in industry finance and accounting and consultant to client

Career advisor for assigned staff and seniors

Senior – Business Assurance

July 2014 – July 2015

Responsibilities include:

Direct the audit engagement including budgeting, planning, communication, progress, and completion

Oversee and manages staff and assigns responsibilities during the engagement

Main point of contact with client during the engagement including questions, concerns, and progress

Assess the client’s risks so we can achieve the optimal level of assurance

Complete the complex audit sections of a client’s financials in accordance with auditing regulations

Oversee the audit of the client’s internal controls

Drafting of client financial statements

Experienced Staff – Business Assurance

May 2013 – July 2014

Responsibilities include:

Gain an understanding of a client’s business and industry

Assist with planning and wrap up of audit engagements

Assist with gaining and understanding of client’s risks so that we can achieve the optimal level of assurance

Audit assigned sections of a client’s financials in accordance with auditing regulations

Review and gain an understanding of client’s internal controls

Assist with drafting of client financial statements

Train new staff

True Blue Inc.

June 2009- May 2013

Interim SEC Manager – SEC/Financial Reporting

October 2012- May 2013

Responsibilities include:

Managing the SEC and Financial Reporting Department and oversee departmental staff.

Assist staff and review preparation and filing through in house filing software, SEC forms 10-K, 10-Q, 11-K and various 8-Ks

Reviewer of account reconciliations and financial schedules used to populate respective SEC filing forms

Review XBRL tagging.

Responsible for analyzing new and proposed accounting standards in order to determine impacts on the organization’s financial statements

Oversee coordination and implementation of new accounting standards that the company will adopt

Review staff documentation and update of company accounting policies

Assist and review peer analysis to enhance the quality and content of financial disclosures

Coordinate with internal auditors as part of their review and audit of financial information

Lead the external audit acting as both the first point of contact for the auditors and review of requested information before delivery to the auditors

Review and approve staff generated monthly periodic close financial reports for managements review

Assist in various G/L month end close processes

Lead special projects teams as requested by the Corporate Controller or Chief Financial Officer

Act as liaison for the department in acquiring necessary information from departments that include: Legal, AP, AR, IT, Tax, Payroll, HR, Real Estate, Treasury and Finance, Risk and the Executive Officers.

Senior Accountant – SEC/Financial Reporting

October 2010- October 2012

Responsibilities include:

Preparing and filing through in house filing software SEC forms 10-K, 10-Q, 11-K and various 8-Ks

Reviewer of account reconciliations and financial schedules used to populate respective SEC filing forms

XBRL tagging and review

Analyzing new and proposed accounting standards in order to determine impacts on the organization’s financial statements

Assist in the coordination and implementation of new accounting standards that the company will adopt

Document and update company accounting policies

Perform peer analysis to enhance the quality and content of financial disclosures

Coordinate with internal auditors as part of their review and audit of financial information

Lead the external audit acting as both the first point of contact for the auditors and review of requested information before delivery to the auditors

Generate monthly periodic close financial reports for managements review

Assist in various G/L month end close processes

Perform special projects as requested by the Corporate Controller or Chief Financial Officer

Act as liaison for the department in acquiring necessary information from departments that include: Legal, AP, AR, IT, Tax, Payroll, HR, Real Estate, Treasury and Finance, Risk and the Executive Officers.

Acting department manager when manager is out (two 10-Q quarterly filings in 2011)

Staff Accountant – General Ledger Department

June 2009 – October 2010

Responsibilities include:

Reconciling general ledger accounts including but not limited to: cash, insurance, rent, prepaid accounts, accrued bonuses, accrued salaries, garnishments, payroll taxes, health benefits payable accounts, disability and error suspense.

Daily cash accounting

Fixed assets

Accounting support for business units

Assist in monthly, quarterly and year-end close processes by completing closing journal entries and reviewing financials for accuracy and validity

Special Projects as requested by the Director of Accounting

Costco Wholesale

February 1999 to June 2009

General Ledger Accountant - Inventory & Margin Management

November 2007-June 2009 (Issaquah, WA Corporate Office)

Responsibilities included:

Reconciling purchase journal & general ledger accounts including: inventory, claims and duty.

Assist in monthly, quarterly and year end close processes by completing closing journal entries and reviewing financials for accuracy and validity.

Complete special projects including the design and creation of reports requested by the Executive Officers.

Accounting support to Costco depots and warehouses on a daily basis; researching and correcting discrepancies between actual and general ledger inventory.

Oversee and audit physical inventory at one of Costco’s depots/warehouses on a bi-annual basis

Assistant Manager- Quality Assurance

August 2006-November 2007 (Issaquah, WA Corporate Office)

Responsibilities included:

Advise buying team on product testing

Schedule quality assurance testing with Costco’s third party testing labs

Oversight of all testing results and communications with the testing labs

Oversight of department employees

Create/review testing reports for the buying team

Senior Manager- Receiving/Shipping

August 2005-August 2006 (Goleta, CA #474 Warehouse)

Responsibilities included:

Manage daily shipping and receiving for the warehouse

Oversight of all employees and junior manager in the warehouse at any given time

Manage the bi-annual inventory audit function

Oversee and assist warehouse inventory auditors

Assist customers in any capacity including questions or complaint resolutions

Assist in other departments as requested

Other Experience

Prior to August 2005, I worked in various Costco Lancaster, CA and Goleta, CA warehouse departments including: Managing the Food Court, Supervising the Front End, Supervising the Electronics Department, Merchandising and the Bakery.

SKILLS

Knowledge of computer programs including: Windows, Word, Excel, PowerPoint, IBM’s

“AS400” system, Lawson, LabPro, Blackline, WebFilings, Cognos, Clearwater, Concur, Great Plains.

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