Asset Management Process Improvement

Charles Smith

951-***-**** • ***********@*******.*** • Desert Hot Springs, CA

Financial Controller / Regional Purchasing Manager

Finance & Accounting Asset Management Continuous Process Improvement

Analytical and results-driven professional with 20+ years’ experience in financial management, data analysis, and procurement. Demonstrated ability to streamline processes, reduce costs, and enhance operational efficiency through strategic financial planning and analysis. Skilled in preparing financial statements, budgeting, forecasting, and variance analysis. Proficient in utilizing financial software and tools to streamline reporting and improve decision-making processes. Effective leader with the ability to oversee and manage accounting teams and drive business growth.

Experienced in decreasing the time required to close month-end period by designing a new ERP system.

Success in reducing overall software costs by $15,000 by designing and programming an in-house MRP system.

Skilled in developing and implementing procurement strategies to optimize vendor relationships, negotiate contracts, and drive cost savings across multiple regions.

Hands-on experience in lowering manpower needs for the company by designing automated input procedures.

Areas of Expertise:

Financial Reporting • Budgeting & Forecasting • Payroll • Banking • Debt Financing • Cash Flow Analysis • Data Analysis • Risk Management • Account Reconciliation • Asset Management • Cost Saving • Accounting/Finance Software • Logistics & Inventory Operations • P&L Management • Process Improvement • Corporate Finance • Business Accounting • Purchasing Operations • Audit and Tax Compliance • Training & Development • Software Development • Cross-functional Leadership

IT Skills: MAS 90/200 / Sage 100 ERP • Platinum Software (referred to as PFW for Windows) • QuickBooks Pro • JD Edwards • MS Excel, Word and Access • C Programming

Professional Experience

MEDICAL BREAK 2021 – Present

Medical Break

Went on a break due to physical disability.

D/T CARSON ENTERPRISES, Inc. 2006 – 2021

Corporate Controller

Worked directly under the President, managing all financial reporting packages and accounting records for all 6 separate subsidiary companies, along with monthly and annual budgets. Managed a staff of 9 employees with 5 direct reports. Managed job costing reports using a standardized cost system, and collaborated with manufacturing and production teams to design and monitor diverse job costing initiatives. Prepared various accounting reports utilizing percentage-of-completion methodology.

Established and maintained internal/ financial control policies and procedures to safeguard company assets and ensure compliance with regulatory requirements.

Served as a corporate representative interfacing with legal, auditing, and financial sectors, and collaborated with external CPA firms like Vogel & Ayres, Certified Public Accountants.

Oversaw financial systems implementation and enhancements, including ERP systems.

Developed detailed training procedures encompassing accounting, purchasing, warehousing and inventory management.

Managed tax compliance and filings, including income tax, sales tax, and other regulatory filings.

Reviewed daily open work orders within production, ensuring resource allocation alignment and material availability to meet the production schedules.

Organized quarterly meetings with relevant departments for procedure review, discussion, re-training, process improvement, and software development.

Ensured daily integrity of company data and assets by rigorously matching previous day banking transactions, promptly addressing any fraudulent or erroneous activity.

Conducted financial analysis to identify trends, variances, and opportunities for improvement, as well as unscheduled departmental tours for software and procedure improvements.

Provided direct support to HR functions, particularly in software/security, and fulfilled ad-hoc reporting requirements.

D/T CARSON ENTERPRISES, Inc. 2002 – 2006

I/S Business Analyst

Maintained the IT Department by addressing system crashes, troubleshooting computer issues, and providing software support and training. Managed sensitive data access for reporting, promptly addressing daily data or reporting requests from senior management with high priority.

Conducted in-depth data analysis and summarization beyond standard reporting requirements.

Reviewed and assessed internal accounting controls to enhance asset protection systems.

Automated data exchange between production software and the company's ERP system by creating bridge software programs in MS Access.

Developed an in-house MRP system for tracking job costs and timelines.

Eliminated manual spreadsheet usage utilizing MS Access to develop automated input procedures.

INTERNATIONAL E-Z UP, Inc. 1997 – 2002

Manager of Logistics and Inventory

Managed production and order fulfillment while scheduling workload for ~3 supervisors and 60+ employees.

Oversaw inventory accounting and accuracy, forecasted inventory sales and usage, and analyzed production schedules and efficiencies for the corporation's production runs.

Reduced total on hand inventory by 30% with little or no increase in stock outs or late order fulfilment.

Developed and implemented strategies to optimize inventory levels, minimize stockouts, and reduce carrying costs.

STARCREST PRODUCTS OF CALIFORNIA 1996 – 1997

Inspection/Quality Supervisor

Managed 45 – 60 direct reports along with providing training, reviewing performance, ensuring regulatory compliance, and ascertaining sexual harassment training and policy enforcement.

CORONA INLAND PERIODICALS, INC. 1991 – 1996

Computer Programmer

Worked as Computer Programmer, Forklift Operation, and Warehouse Worker.

Education

FLORIDA STATE UNIVERSITY – Tallahassee, FL

Bachelor of Science in Criminology May 1992 – Dec 1993

Dale Carnagie Communications Certificate

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