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Vice-president Corporate Controller

Location:
Aptos, CA
Salary:
$200,000.00
Posted:
June 14, 2024

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Resume:

Email: *******.*.******@*****.*** Cell Phone: 831-***-**** Location: Aptos, CA 95003

LETICIA I. ROGERS

Finance and Accounting Leader

Strategic Planning & Analysis Financial Reporting Analytics & Decision Support Resource Management

An exceptional financial leader with integrity that is beyond reproach. Excellent history enabling financial reporting controls while delivering accurate and timely information. Known as an operations-focused thought leader who delivers results.

•Senior-level experience in corporate finance, including sophisticated financial modeling, forecasting, budgeting, product planning, cost containment, controllership, cost accounting, management, and managerial and general accounting. Proven success in streamlining financial processes, developing big data analytical procedures, introducing, and driving process improvements, and implementing technological solutions.

•Adept at restructuring and delivering maximum profitability while creating solid business partnerships, influencing business behavior, and driving a culture that is based on core leadership values.

•Experience collaborating with established companies as well as high technology and high growth operations while demonstrating the ability to drive success and financial results.

•Possesses the ability to create business solutions for complex and mission-critical initiatives and the ability to recruit, develop, manage, and retain teams that deliver value and create bench strength.

•A truly purposeful team leader with highly effective cross-functional collaboration skills.

WORK HISTORY

Luis A Scattini & Sons, LP – Salinas, CA 03/2023 – Current

Corporate VP Controller

Responsible for leading the company Financial, Accounting, Legal, HR, & Compliance departments. Collaborate closely with partners on developing annual budget, future leases, and new ventures forecasting. Manage cash and relationships with financial institutions. Lead strategic projects and initiatives that focus on driving business profitability.

KEY ACCOMPLISHMENTS

•Currently working in an ERP Implementation – Famous and 401K plan.

•Developed and implemented a monthly Dashboard for BOD with Financial and Operations key performance indicators.

•Implemented a PO process approval to control Fixed and Variable cost.

•Successfully executed the acquisition of a seed company to expand our portfolio.

Foundry Works, Inc – Santa Monica, CA 01/2022 – 03/2023

Corporate VP Controller

Led the Accounting and Finance team. Which includes AP, AR, Insurance, banking, Tax compliance, month-end close, financial reporting, analysis activities. Work closely with CFO, COO and CEO. Developed annual budget, and quarterly forecasting. Manage cash and relationships with financial institutions. Lead strategic projects and initiatives that focus on driving business profitability.

KEY ACCOMPLISHMENTS

•Led and completed the RFP for a new ERP system – DAX365 Cannabis.

•Developed and implemented Financial Planning models and processes to improve management dashboards.

•Led and completed the implementation of Stampli AP automation system.

•Negotiated and Implemented RAMP corporate credit card.

•Implemented a monthly KPIs to track company and departments performance.

•Improve the PO process approval to control Fixed and Variable cost.

Monterey Bay Spice Company - Watsonville, CA 03/2021 – 01/2022 Chief Financial Officer

Led the Accounting, Finance, HR, and IT. Support and Collaborated with CEO, Chairman, the President, and the private equity firm on developing the 5-year strategic plan, annual budget, and quarterly forecasting. Managed cash and relationships with financial institutions. Led strategic projects and initiatives that focused on growing business profitability.

KEY ACCOMPLISHMENTS

•Developed Financial Planning excel templates and processes to improve management reporting.

•Led and completed the RFP for a new payroll/HRIS system and selection of PEO ADP Total source as the vendor.

•Reduced variable costs by 10% by negotiating contracts with the freight companies and key vendors.

•Implemented a monthly KPIs to track company and departments performance.

•Developed a profitability report for the top 20 SKU’s.

•Established a PO process approval to control Fixed and Variable cost.

•Revamped the IT infrastructure (implemented office365, Microsoft teams, security system, antivirus, security)

Indus Holding Company/ Lowell Farms - Salinas, CA 01/2020 – 03/2021 Corporate VP Controller

Led the Accounting, Finance and HR teams. Which include HR relationship, payroll, benefits, AP, AR, Insurance, banking, financial reporting, and analysis activities. Work closely with CFO and CEO on the developing of strategic plan, annual budgets, quarterly/monthly/weekly forecasting. I manage cash and relationships with financial institutions. Lead strategic projects and initiatives that focus on driving the business forward. Manage month- end close, standard cost systems and product costing process. Ensure tax compliance with county, city, CA State and Federal regulations and US and CAN GAAP.

KEY ACCOMPLISHMENTS

•Developed Financial Planning excel templates and processes to improve management reporting to establish standard costing as part of the company’s inventory tracking system ExactMax.

•Implemented a new chart of account across all seven entities and developed a new management reporting by Business Unit

•Implemented a new payroll system across all entities including benefits, 401K, insurance, & liabilities

•Reduced variable cost by 5% by implemented a monthly KPIs to track team tasks and individual performance (Invoice/Data entry per employee, discounts per vendor, DPO, DSO)

•Collected 60% / $6MM of past due AR (more than 12 months old)

•Established a PO process approval to control/reduce Fixed and Variable cost.

•Developed new Business model for Distribution Business Unit.

KIND FARMS CORP/ Project Posibl - Salinas, CA 04/2019 – 12/2019 Director of Finance and Human Resources

Assisted CFO and CEO in the development of strategic plans, annual budgets, quarterly/monthly/weekly forecasting. Manage relationships with outside accounting firms and interact with outside financial advisors. Lead strategic projects and initiatives that focus on driving the business forward. Manage month- end close, standard cost systems and product costing process, key cost, and operational performance indicators to improve management decision-making. Manage and monitor cash flow. Ensure compliance with county and state regulations and US GAAP.

KEY ACCOMPLISHMENTS

•Developed Financial Planning excel templates and processes to improve management reporting (BOD reporting package) to establish standard costing as part of the company’s inventory tracking system (Cultivera).

•Successfully implemented the “METRC” along with the “Cultivera” new inventory system.

•Implemented an ERP system for across all four entities along with their legal and tax structure and compliance.

•Developed and implemented HR policies. E.g., D&A, employee book, Code of conduct, cell phone and vehicle

•Reduce variable costs by 10% by implementing a monthly KPIs to track team and individual performance.

DRISCOLL’S, INC. - Watsonville, CA 04/2006 – 03/2019

Sr. Manager Transaction Services Driscoll’s Global 05/2017 – 03/2019

Led Accounts Payable and Travel, which included managing of the company fleet, plane, and third-party travel agency relationship, the Company Store, and other transactional services as assigned.

Focused on providing dependable and timely services to reduce costs, maintain compliance with internal controls, increase customer service, and build new capabilities. Partner with Global Controllership to ensure adherence to accounting policies and to support external audit requests. Supported change management initiatives with stakeholders to socialize, implemented and enforced new policies for T&E, credit cards and company vehicles.

KEY ACCOMPLISHMENTS

•Standardized the governance of process flows, data maps, and standard definitions for key processes controls in Accounts Payable.

•Led and completed the RFP for Global P2P and AP automation system and selected COUPA as the vendor.

•Improved the company DPO by 20%, moved 30% of the vendors to ACH in my first 3 months.

•Implemented and re-engineered processes and controls to ensure payments were made accurately and timely.

•Wrote, reviewed, and updated policies and procedures for T&E, Credit Card, and Company Vehicles according to the new company rules and regulations.

•Developed and improved SLAs related to transactional services.

•Implemented the monthly KPIs for tracking team and individual performance.

•Deployed the DOT program for Driscoll’s Commercial Vehicles and Drivers.

Sr. Manager Finance Planning, Analysis and Reporting Driscoll’s of the Americas 02/2012 – 05/2017 Managed Driscoll’s of the Americas’ (DOTA) annual budget of up to $3 billion in revenue. Provided timely, relevant, and accurate reporting and analysis against historical annual budgets, and quarterly forecasts to facilitate decision-making toward the achievement of the annual and long-term targets. Key person in financial planning activities to assign DOTA (includes USA, Mexico, and South America) challenging yields, but achievable strategic plans, budgets, forecasts, and 5 to 10-year plans. Liaison between global finance and the IT team to develop efficiencies in DOTA processes.

Implemented an 18-month rolling forward forecast. Reviewed and compared monthly financial statements to budget and provided variance analysis. Prepared business unit management reporting including segmented P & L’s (crop and geography) and Enterprise P & Ls for America’s business unit.

Implemented improvements that translated into cost savings, efficiencies, and productivity:

•Key player in developing business unit P&L reports which provided the CFO/VP Controller/President of Business Unit a wide vision to assist in decision-making.

•Designed/Revamped/Streamlined and implemented Flash Reports, Berry P&L’s, Export Berry P&L’s, and Enterprise reporting on a weekly and monthly basis.

•Streamlined budget projections and strategic plan processes resulting in reduction of budget cycle by 2 months.

•Developed Financial Planning tools and processes, improved management reporting and established standard costing as part of the company’s implementation of a planning system:

o Americas Hyperion implementation in 2013.

o Global Hyperion re-implementation in 2016. Worked closely with The Hackett Group as project leader in the ERP implementation and post Go Live support.

•Developed reporting models to enable the business to review cost structure to drive savings.

•Evaluated the impact of California minimum wage and overtime legislation.

•Developed and improved processes for period close to enable greater scrutiny of financial results.

Driscoll’s Global Manager Finance Planning, Analysis & Reporting 01/2011 – 01/2012

•Managed Global and Business Units financial reporting and performance on a monthly, quarterly, and annual basis using insightful measurement criteria.

•Provided information about identified opportunities to create shareholder value for the corporation by objectively evaluating prospects (e.g., market share, sales, grower profitability, costs, SG&A, variable, and Fixed Cost, etc.).

•Coordinated, settled, reviewed, and communicated the Global Corporation's planning for Quarterly Forecast, Budget, and Long-Range Forecasting (5, 10, & 20 yrs.) plan and objectives.

•Responsible for Product Portfolio Analysis, Supported Mergers and Acquisitions, Entity Profitability, Subsidiaries Analysis, Model Building, Evaluation, Simulation, and Strategic Planning.

Driscoll’s Sr. International Financial Analyst 04/2006 – 12/2010

•Built bridges to provide financial analysis and support to Mexico, South America, Australia, and Europe including expense management.

•Implemented controls, budgets, forecasts, expense reports and analysis.

•Developed new business, investment analysis and cost benefit analysis.

•Prepared monthly management reporting packages for operating managers, group VPs, and the board of directors.

•Reviewed and analyzed budgets both at consolidated and subsidiary levels to make appropriate recommendations to management.

•Coordinated monthly forecasting processes to ensure the completion of reliable and fact-based forecasts including competitive and benchmark analysis.

•Assisted in the capital budget, participated in mergers and acquisitions, and capital expenditures request process. (Working remotely July 2007 –Dec 2010).

La Agencia De ORCI Y Asociados - Los Angeles, CA 06/2003 – 03/2006

Accounting Manager 02/2005 – 03/2006

Billing Accountant 02/2004 – 01/2005

Jr. Accountant 06/2003 – 01/2004

EDUCATION: Bachelor of Science in Finance & Public Accounting (1994) - Autónomos University of Baja California, Mexicali, México.

COURSES: ITESM University: Finance; ITESO University: Strategies; Driscoll's Trainings: Continuous Improvement, Performance Scorecards and How to Manage and Influence Others; Cabrillo College: Leadership Challenges Training.

LANGUAGES: Fluent in Spanish and English.

SOFTWARE: HYPERION/ESSBASE/PLANNING, Famous, Dynamics AX and GP, BI360, Business Intelligence, MS Word, Excel, PowerPoint, VISIO, Tableau, Smartsheet, Think Cell, Office365-Teams, Share Point, Huddle, ADP, QuickBooks, METRC, DAX365, Cultivera.



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