GENE LEE

GEN

E

Committed to protecting the integrity of financial information and systems.

GL 3712 Missouri Street, West Covina, CA 91792 acwz2e@r.postjobfree.com 626-***-****

LEE

Accomplished Senior Accounting Professional (Controller) with 20+ years of experience in finance and operations management of

multi-million dollar global operations. Excels in operations management, strategic planning, policy development, risk management, and

new business development for prominent organizations. Expertise in building and leading global organizations through complex

transactions and revenue-generating and cost-reducing initiatives. Extensive knowledge and practical application of GAAP and

understanding of the ever-evolving regulatory landscape. Strength in global leadership in financial planning and analysis, policy

development, and in identifying key business drivers and translating data to actionable strategies and improved positioning.

Understanding of cultures, business practices, and trends which allow for better navigation of today's global economy. Promotes a

shared vision across the organization.

CORE EXPERTISE

Strategic Planning Financial Analysis Regulatory Compliance Accounts Payable/Receivable

P&L Accountability Contract Negotiation GAAP Payroll and Benefits

Audits and Internal Controls Variance & Cost Analysis Government Billing Resource Allocation

Job Costing and Taxes Risk Management Budgets and Forecasts Human Resources / Training

PROFESSIONAL EXPERIENCE

BLAINE LABORATORIES, INC. / BLAINE HOLDINGS, (Santa Fe Springs, CA) May 2015 June 2016

LLC

Controller. Provided operational and financial management leadership to a $10M company that manufactures and distributes

dermatological products for medical, cosmetic, and retail markets. Oversaw the financial health of the company that has 48 employees.

Directed accounting functions including establishing and maintaining the companys accounting principles, practices, procedures, and

initiatives. Oversaw daily and periodic financial activities including G/L entries, account analysis, establishing of credit lines, bank

reconciliation, and coordinating physical inventory. Acted as a liaison with external stakeholders, C.P.A. firms, auditors, and other

parties in providing financial representation. Assured companys compliance with government laws and regulations. Prepared financial

reports and feasibility studies for capital projects, acquisitions, investments, etc. Managed HR department by overseeing payroll, policy

development and implementation, benefits administration (401K and insurance), and safety, etc.

Oversaw the Electronic Data Interchange (EDI) set-up which helped facilitate ease of order entry and invoicing.

Trained and supervised 2 accounting clerks.

Oversaw the training of the Production/Manufacturing staff consisting of 4 employees on how to set-up their Bill of

Materials and Minimum Order points. This led to improved efficiency in the production process by increasing inventory level

accuracies.

BLUE DOT SAFES CORPORATION (Pomona, CA) August 2012 April 2015

Controller. Multi-faceted position which involved management of both accounting and HR activities. Managed the financial systems

and operations for a $10M safe manufacturing and service company which employed 45 associates. Oversaw financial planning,

analysis, legal compliance, and development and execution of strategic plans. Managed daily operations including G/L entries, account

analysis, payroll, bank reconciliation, depreciations, etc. Coordinated all physical inventories and financial audits. Evaluated credit

worthiness of potential customers and established credit lines. Liaised between management and CPA firms and auditors from various

agencies. Analyzed financial and operating positions and designed comprehensive strategies to help achieve organizational objectives.

Determined opportunities, potential risks, and took corrective actions. Managed payroll, benefits, workmans compensation, training,

and safety programs (i.e. training).

Managed 2 employees.

CHERRYMAN INDUSTRIES, INC. (Carson, CA) May 2010 August 2012 and September 2007 July 2008

Controller. Provided accounting and finance services for an office furniture importer/distributor company which generated $30M in

annual revenue. Oversaw the financial and operational activities including risk management, financial planning, analysis, audits and

controls, benefits management, and overall HR management. Spearheaded initiatives that involved continuous process improvements,

workmans compensation (safety), new business development, and compliance particularly safety and financial compliance. Managed

companys obligations to maintain legal, fiduciary, and social responsibility. Supported departmental and organizational activities and

initiatives including financial planning, analysis, and process improvements. Oversaw accounting activities such as G/L entries,

account analysis, financial reporting, etc.

Trained and supervised 5 accounting clerks, 1 receptionist, and 3 Procurement staff members.

Spearheaded the implementation of paperless office software.

Successfully coordinated annual physical inventory of 4 warehouses.

BLUE PLUMBING CO., INC. (Glendale, CA) August 2008 March 2010

Controller. Directed the financial activities the $19M commercial plumbing company that has 70 employees. Oversaw organizational

operations including posting of G/L entries, account analysis, tax filings, creation and management of budgets, disbursements, bank

reconciliations, etc. Managed the activities of the department for accurate and timely dissemination of financial management reports

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GENE LEE

GEN

E

Committed to protecting the integrity of financial information and systems.

GL 3712 Missouri Street, West Covina, CA 91792 acwz2e@r.postjobfree.com 626-***-****

LEE

such as monthly financial statements, annual audits, and annual budgets. Provided cost analysis to Project Managers and advised on

financial activities/decisions. Worked with C.P.A. firm and auditors from various agencies. Oversaw HR activities including

recruitment, payroll, safety, compensation, etc.

Led the full-cycle conversion of business software from American Contractor to Timberline allowing for flexibility and

ability to track it. Provided staff training and support.

Created Standard Operating Procedures to establish protocols, increase efficiency, and reduce expenses.

Managed 3 accounting clerks.

MARZOCCHI, USA (Valencia, CA) August 2005 May 2007

Controller. Accountable for the accounting operations of a $9M company specializing the distribution of motorcycle and mountain

bike suspensions and hydraulic pumps. Oversaw the production of periodic and ad hoc financial report, maintenance of accounting

systems and records, and establishing and maintaining comprehensive set of controls and budgets. Identified and executed programs

to mitigate risks, enhance accuracy of Marzocchis financial records, and ensured that documents financial and non-financial

complied with GAAP, industry, and other standards. Served as the liaison between attorneys, insurance companies, and parent

company. Oversaw all aspects of accounting, human resources, cash management, and risk management.

Reduced errors by 50% by redesigning paperwork flow system from sales to shipping to accounting.

Led the integration of shipping program to MAS 90.

Integrated a bar coding system for shipping and receiving of inventory that tied into MAS 90.

Key person responsible for setting up the Canada location overseeing all aspects of the expansion.

EXL SAFE CORPORATION / (Mira Loma, CA) July 2003 July 2005

VENGEANCE MOTORCYCLES

Controller. Established systems and controls that verified the integrity of all systems, processes and data, and enhance the value of 2

companies. Supported companys growth initiatives by maintaining its good financial health and ensuring compliance to all

state/federal requirements. Helped grow the business of this $8M safe manufacturing company and $12M motorcycle manufacturing

company. Responsible for accounting function from financial statements to accounts payable and receivables. Reconciled bank

accounts, sales activities, billings, deposits, set-up Bill of Materials, and monitor cash balances. Prepared fixed assets, depreciation

schedules, and oversaw tax requirements. Oversaw HR responsibilities including payroll, recruitment, workmans compensation, etc.

Setup new production procedures with the use of MAS 90.

Successfully negotiated medical insurance and workmans compensation program for the company.

ORTH VAN AND STORAGE, INC. (Arcadia, CA) December 2000 June 2003

Controller Principal. Managed daily operations, month-end processes, and other related activities for a $2M moving and storage

company. Established, implemented, and monitored appropriate internal controls and policies to ensure conformance and compliance

with US GAAP and other statutory requirements. Led the year-end audits with external auditors and worked with management on

strategic planning to ensure financial growth of the company. Managed the various tax requirements, such as income, franchise, value-

added taxes, and sales and use taxes. Oversaw contract negotiation for equipment lease/purchase, medical and workmans

compensation insurance, and other big-item purchases.

Managed a staff of 6 accounting associates.

EDUCATION, PROFESSIONAL DEVELOPMENT, AND CERTIFICATIONS

Actively participates in programs aimed at leadership, compliance, accounting practices, and risk management.

Bachelor of Science in Management Pepperdine University (Malibu, CA)

Accounting Certification University of California Los Angeles (Los Angeles, CA)

Business Courses California State University (Los Angeles, CA)

TECHNOLOGY SKILLS

IBM PC, IBM AS400, Lotus, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), MS Access, Word Perfect, Kim G/L

software package, Great Plains Dynamic, QuickBooks, MAS 90/200, Timberline, DocLink, ECI M1, and other proprietary software

applications.

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