Controller / CFO

Derek J. Barro, CPA

**** ********** ***. ******, ** 91786 714-***-**** ******@*******.***

License

Certified Public Accountant (Inactive) State of California, License #102436

Professional Experience

Crescent Solutions, Irvine, CA

Crescent Solutions specializes in the staffing of contract and permanent IT and Engineering Professionals.

Chief Financial Officer 5/2015 – 6/2016

Review and modify client contracts, ensuring terms are within acceptable range and for financial viability and impact.

Maintain banking, legal, accounting, and insurance relationships.

Manage ACA compliance and determine associated risk.

Attend executive meetings and provide input in major decision making processes.

Review KPI’s directly with Owner, CEO, and COO on a timely basis.

Perform financial due diligence for PE valuation.

Execute staff reviews and evaluations.

Continue to execute many of the duties of the Controller position.

Controller 6/2007 – 5/2015

Oversee the long-term and daily financial and operational management of the company and related party in the same industry.

Process and manage all functions of the daily, weekly, and monthly general ledger, balance sheet, income statement, payroll, HR, cash management, and budget analysis.

Develop and maintain operational systems for financial functions.

Design, implement, and monitor effective internal controls and policies to manage risk.

Responsible for creation, maintenance, and alteration of employee benefit plans.

Monitor company’s loans and line of credit to ensure all financial covenants were achieved.

Lead role in company’s yearly external financial statement audits.

Responsible for all financial management reporting, oversight of monthly and quarterly closes, and reconciliations for all four divisions and related party.

Perform weekly cash flow analysis and review with management.

Consolidate monthly forecasts and provide quarterly and full year variance analysis to executive team.

Contribute to short and long-term organizational planning and strategy as a member of the company’s Management Team. Actively participated in all meetings presenting company financials, budgets, financial trends, and ad hoc reporting.

Provide coaching, guidance, and professional development for direct report and peripheral staff members to reach their full potential.

Windes & McClaughry Accountancy Corporation, Irvine, California

Windes is a leading accounting firm that provides certified public accounting, business consulting, and assurance and tax services in Southern California.

Senior Auditor 10/2004 – 6/2007

Planned and performed financial statement audits, reviews, and compilations in various industries, including Manufacturing, Technology, Not-For-Profit, Federal Award Recipients OMB Circular A-133, Distribution, Construction, and Employee Benefit Plans.

Assessed risk and internal controls in order to perform audit procedures and prepare workpapers for all sections of financial statements.

Compiled audit results to draft financial statements and disclosures in compliance with GAAP.

Reviewed work performed by staff to ensure audit procedures are adequately executed and documented.

Monitored time budgets and billings to ensure efficiency and profitability of engagements.

Communicated with clients and audit team to ensure audits were conducted timely and efficiently.

Securities and Exchange Commission 10Q and 10K Reviewed and Audited Financial Statements.

Received training and conducted SEC, ERISA and A-133 audits.

Assisted with campus recruiting and group interviews of potential employees.

Steven A. Flores, CPA, Fullerton, California

Staff Accountant 8/2003 - 9/2004

Steven A. Flores owned and managed his own CPA firm specializing in tax, audit and assurance, and consulting services.

Performed various external audits, reviews and compilations for multiple clients in the industries of Not-For-Profit, Employee Benefit Plans, Escrow, and Manufacturing.

Prepared full-disclosure financial statements.

Reviewed the client’s payroll, payroll tax, sales tax, and corresponding reports.

Communicated the status and issues of engagements to all team members.

Assisted in the preparation and delivery of management letter comments.

Education

Bachelor of Arts, Business Economics – (Emphasis in Accounting) 2003

University of California, Santa Barbara

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