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Professional Summary

Accomplished, energetic and forward thinking financial operations manager with a successful track record in cash flow management, foreign currency risk management, audit preparation, federal and state tax preparation and financial statement reporting.

Experience

Impex Group, Inc., Tustin May 2021 to Mar 2023

Consultant to Controller

Advise on financial and cash flow matters in a family owned $80 million bulk raw honey business to minimize borrowing needs with the following accomplishments:

Successfully executed the sale of the Company in a stock purchase agreement without the need for a broker.

Monitored cash flow to minimize the need to borrow.

Arranged for conventional bank financing with an increase in the credit facility and concentration limits at renewal.

Irvine Sensors Corporation, Costa Mesa January 2018 – August 2020

Vice President, Director of Finance

Responsible for all financial reporting for a research and development engineering firm and management of a small staff with the following accomplishments:

Updated financials to meet current audit requirements.

Produced divisional reporting for better managerial control.

Established consistent reporting for active programs and inventory control.

Distributed budget and analysis reports for the management team .

Improved cash flow management.

Prepared and negotiated vendor terms, contracts and government financial proposals.

Proposed cost cutting measures to reduce expenses.

American Business Bank, Los Angeles September 98 – December 2017

Senior Vice President and Manager, International Department

Established an International Department for a new startup bank with the following accomplishments and responsibilities:

Established policies, procedures and processing systems for the International Department.

Established correspondent banking relationships that maximized profitability and pricing for all foreign exchange products.

Supported all account officers with calling efforts involving all international products.

Reviewed and advised all language for standby letters of credit.

Managed double digit revenue increases year on year without staff increases.

Previous positions include: Vice President and Manager at Eldorado Bank, Controller and Accounting Manager YMCA Los Angeles and Accounting Manager, Bell Foods.

OTHER ACCOMPLISHMENTS

Adjunct professor at Santa Ana College and University of Phoenix.

Developed the curriculum for the International Business Program at Santa Ana College.

Wrote several comprehensive trade finance modules for Michigan State University’s online International Operations Program.

Served on the Board of Directors for the Philharmonic Society of Orange County.

Docent at the Bowers Museum in Santa Ana.

Secretary and Treasurer for a small charitable foundation maintaining all financial records and filing annual tax returns.

EDUCATION

MBA – Pepperdine University

BA – Business Administration, Emphasis in Accounting – California State University Fullerton

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