Employee Relations Accounting

Accomplished and Highly Qualified Executive Controller and Chief Financial Officer with15 +years experience in managing areas including business operations planning and development, full cycle accounting, team management, project management, budgets and financial management with progressive experience streamlining operations. Creative thinker experienced in planning and leading management initiatives designed to streamline daily business processes, maximize profit, control costs, increase efficiency, and ignite team performance. Ability to drive strategies that maximize results through the development of operational strategies designed to enhance competitiveness, spearhead market growth, increase revenue, and achieve bottom-line growth.

Career Enhancements

Financial Officer/Controller

Business Operations Planning

Accounting & Fiscal Management

Resource Management &Allocation

Operations Team Management

Employee Relations & Training

Financial Planning & Analysis

Organizational Development

Merger &Acquisition Integration

Capital Project Improvements

Quality Assurance Management

Budget & Financial Management

Education

San Diego University – San Diego, CA – B.S. in Finance & Accounting – 1992

Career Overview

Controller/Chief Financial Officer: J & R Co. – Los Angeles, CA

2004- Present

Serves as a Controller/CFO providing expert financial support for the ManFact ERP and Netsuite systems to allow clients to better manage core business processes through a fully integrated systems to manage risks, drive productivity, and compliance.

Direct management for the accounting & HR departments and 10+ personnel in providing support to key clients in business with J&R to manage their daily/monthly cashflow finances, a combined total of $70M+ annually.

Generated results by leveraging exceptional IT & quality assurance expertise and providing excellence in people management.

Prepares an accurate and timely financial summary for the company and analyze and review data for accuracy.

Supported the re-negotiated technical support agreements with Epicor to $2k annually saving the company $55k annually.

Accounting Supervisor: Semicoa – Los Angeles, CA

2001- 2004

Supervised day to day accounting processes to ensure the CFO/CEO of Semicoa receive accurate financial summaries in a timely manner and overseeing the monthly closing of cost accounting, accounts payable, and accounts receivable accounts.

Oversaw and developed staff by providing guidance, training, review performance and provide feedback to achieve goals.

Assessed department procedures and proposed/implemented changes to strengthen internal controls and improve efficiency.

Documented and updated existing documentation for all processes, procedures and work flows for systems-related tasks to ensure up-to-date and accurate resources are available to help new and existing employees.

Balanced, reconciled, compiled and handled all accounts monthly financial reporting according to GAAP principles.

Senior Technical Analysis/ERP Consultant: Epicor – Los Angeles, CA

1996- 2000

Provided support and consulting services on financial & accounting modules for Epicor/ManFact ERP in all financial modules of the product including payroll, cost accounting, foreign currency, general ledger, fixed assets, and A/R/A/P functions.

Led customers through each stage, ensuring that requirements have been addressed and accounted for in the new system setup.

Involved in development of new accounting products as well as enhancements to accounting modules in the existing product.

Worked with Consulting Managers to organize & control tasks within the workplan and provides leadership to project teams.

Provided support for the Epicor/ManFact product responding to client issues, testing and troubleshooting systems.

Ensured all project deliverables are completed on time and anticipate issues that may impact the original estimate or budget.

Senior Staff Accountant: F.C.I. – Los Angeles, CA

1993- 1996

Served as a Sr Staff Accountant providing direction and management for full cycle accounting & finance functions for 3 corporate travel agencies with a combined total of cash flow approximately $1M.

Worked with the CPA to conduct monthly/annual closing of financials, analyze balance sheets and reconcile G/L accounts.

Direct management, training, and development of 5+ accounting staff to support daily billing, AP/AR, and collections efforts.

Assisted in resolving several years of bad data, balanced bank statements, fixed and handled depreciation schedules of assets.

Oversaw contract and pricing negotiations with new vendors/clients, resulting in a savings of $60K+ annually in expenses.

Generated financial, accounting, and auditing reports including profit and loss statements, balance sheets and aging reports.

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