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Accounting Financial

Location:
Ladera Ranch, CA
Posted:
October 22, 2019

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Resume:

EXECUTIVE CORPORATE ACCOUNTING/FINANCE PROFESSIONAL

GAAP&IFRS Leadership & Support Cost Control

Risk Management Analysis & Forecasting Lease Accounting

Operations Management Tax & Audit Start-up & Turnaround

Professional Experience

MADISON CREEK PARTNERS - HEALTHCARE - SNF September 2018 – July 2019

Controller

Preparation of financial statements on a timely manner in accordance with GAAP for group and statutory submissions, providing monthly commentary explaining variances to forecast and prior year; lead the company team during cost-reporting and external audits; provide support to external auditors as required as well to regional managers; prepare general ledger entries as needed to ensure completeness and accuracy of the financial results for month-end close

Manage continuous improvement of internal controls, complying with the group policies; manage a variety of General Ledger functions including cash, sales and use tax, property taxes as well as taxation activity to comply with state, federal tax statutes; manage US payroll as well as associated tax and benefits

Develop and implement critical, standardized performance measures to improve the financial performance

Lead forecasting processes working with operations, project management, clinical and admin functions; analyze, manage, forecast and optimize cash flow and performance; implementing virtual credit card program

Develop and oversee accounting policies and procedures to ensure compliance with relevant accounting standards

Responsible for monthly and quarterly account reconciliations on selected balance sheets accounts

Identify areas for improvement in the monthly close process and implement process efficiencies while maintaining a high level of customer service to the field; lead a team of 7 accountants( directly) and 45 (indirectly). Multi-site controller responsibility; focus on lean initiatives for continuous improvements

Promote a culture of opportunity, achievement, responsibility and personal development within the team

BRANDREP - ONLINE MEDIA & FINANCIAL SERVICES August 2013 – September 2018

Controller

Managed the day-to-day financial operations of business operations; projected budgets, and financial analysis of project performance; oversaw and managed company administrative tasks, functions, and documentation

Prepared monthly, quarterly and annual financial reporting, financial statements in accordance with US GAAP and other financial analysis as needed, in a timely manner; responsible for creation and execution of exit strategy

Provided strong leadership, team building, motivational training, and coaching; managed 3 co-workers

Responsible for M&A activity and due diligence process and disclosures schedules during the successful selling of the company; prepared analysis and financial presentations for the executive board; maintained an annual financial budget and oversaw the ongoing forecasting process for the company

Maintained relations with customers and vendors; bank Reconciliations (monthly); administered Payroll (semi-monthly) and payroll taxes (quarterly and annually); maintained the proper communication with outside CPA, tax authorities, payroll provider, and employee benefits companies

HR recordkeeping, compliance, and benefits management; handled and implemented special projects, such as training, collaborating, and coordinated the implementation of new initiatives, systems, processes with the local management team and corporate office

Recommended benchmarks against which to measure the performance of the company's operations (KPI); assisted in the calculation and issuance of financial and operating metrics; calculated variances from the budget and report significant issues to management

IMPRESA AEROSPACE-MANUFACTURING AEROSPACE June 2013 – August 2013

Senior Financial Analyst – Consultant

Provide financial forecasting reports and recommend cost reductions. .Ensure compliance with GAAP and regulatory requirements, and oversee activities related to audits and finance.

Prepare analyses and financial models relating to the prospective activity. Help with modeling, data translation/analysis, business/trend analysis.

Supervise and help develop other finance staff members. Oversee reporting, data management and monitoring of financial software, serve as managers on special projects. Analyze and compare inventory holdings, productions projections and variances analysis.

Compile and prepare budget analysis and comparisons and suggest improvements to the budgeting process. Identify trends and developments in competitive environments and present findings to senior management.

Facilitate the production of weekly, monthly, year-to-date and year-end financial reporting, including variance and trend analysis of results to budget, prior year and forecast.

Facilitate monthly forecasting efforts and the annual budgeting process for all operational/functional units

FUTURE ADS - ONLINE ADVERTISING AGENCY March 2006 – November 2012

Controller

Provided timely monthly and year-end closing and financial statements (balance sheet, income statement, and cash flow statement); reconciliations of expenses, payroll, A/R and A/P, fixed assets and bank accounts

Monitored the financial condition of the company and oversaw the administration of it, including receipts, disbursements, investments, and performance against budget

Created timely sales commission’s reports monthly; maintained internal controls and compliance with GAAP, GAAS, and IFRS; prepared the supporting documentation for annual auditing (payroll, workers comp or general auditing of the company); directed and coordinated company financial planning and budget management functions

Provided an unsurpassed collection of receivables that created an increase in revenue of over 300% in consecutive years; delivered consistently EBITDA ratio over 35%

Demonstrated operational efficiency through process improvement and employee training which streamlined project reporting and customer billing and collection, reduced day’s sales outstanding from 57 (2008) to 24 (2011), and provided improved project phasing reports to key clients

Developed new and effective policies and procedures for account collections and extension of credit to customers

Set up over 2500 customers on internal accounting/proprietary platform system, managed the Merchant accounts for the group; conducted payroll semimonthly; leading and training 3 co-workers; manage the company budget of $100 million and 50 full-time employees

Managed the cash management of the company; investment portfolio; credit management and risk management; initiated wires, ACH transfers for domestic and international receivers (at least 10/week)

Provided policy guidance or research on accounting and financial issues; prepared accounting transactions memos detailing the application of appropriate GAAP

Evaluated the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group and provide individuals with professional and personal growth; developed metrics and analysis to build a disciplined approach to measuring return on investment and EBITDA

Provided oversight for tax planning and tax preparation; maintaining the relationship with the banks, local government, IRS, ADP, EDD, insurance companies and external auditors

SUPREME LEGENDS USA - MANUFACTURING COMPANY November 2004 – March 2006

CFO/ General Manager

Created and implemented a monthly reporting package that includes full financial statements, operational Dashboard reporting, analysis of key business trends, and comprehensive executive level explanations of variances and trend, which streamlined financial reporting, cost control, credit management

Led the preparation of financial analysis, commentary and presentation materials for executive review meetings. Reviewed, analyzed and compared monthly and quarterly operating department financial results and key performance indicators against the plan and other internal benchmarks, including working capital and cash flow analysis

Developed annual operating budget; reviewed monthly expenses and variances analysis

Responsible for semi-monthly payroll, management of fixed assets, inventory, costing and cash; led and trained 14 co-workers; managed timely issuance of 1099 and W2; oversaw cycle counting an annual physical inventory

Set individual goals for the staff to ensure department objectives are achieved through the means of a Balanced Score Card approach; strong inventory management skills; employee benefits, and HR

Provided strategic selection and implementation of the new operational and financial software package (MAS200) and new cost accounting system which improved overall financial reporting functions and cost control process

Responsible for year-end tax preparation prior to sending to the external CPA, as well as banking relations and compliance; secured a new line of credit which allowed for continued growth and infrastructure upgrade

BANK POST ROMANIA November 1999 – January 2003

Credit Officer

Three years of experience in coordinating the preparation of loan packages according to Bank, regulatory and investor guidelines. I’ve grown the loan portfolio year over year with more than 150%.

Communicates with bank’s staff, counsel, title companies, and realtors, to respond to inquiries, resolve problems and obtain remaining documents necessary to complete the file.

Review completed documents authorizing funding.

Performs lien perfection ensuring the bank is a lawful lien position.

Maintaining accurate financial and statistical information with respect to assigned accounts, programs or special records. Submit reports appropriating agency, leading and training 8 co-workers.

FEPA S.A. ROMANIA October 1996 – November 1999

Plant Controller – Manufacturing Company

Develop financial models as needed using Excel (e.g., cash flow forecasting, budgets, burdened labor cost, payroll, employee efficiency, break-even analysis, sales forecasting, pro- formas, ROI, IRR, payback period, product costing for proprietary products, valuation, contribution margin, calculation of gross margin by customers & market segments, supplies distribution in factory, cost accounting and inventory control, customers pricing & margins as well as inventory usage for over 3500 products).

Provide strategic financial input and leadership on decision-making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and investments, developing KPIs for the business.

Coached team members in financial procedures, analysis, and presentations skills.

Prepare for a month and year-end financial reports; led and trained 20 co-workers. Review and reconcile variance analysis reports.

Create systems and processes supporting accurate and accessible documentation, document archive/storage and retrieval.

Prepared other reports necessary for managers’ use, which summed and interpreted current and projected company financial position.

Compiled and updated personnel databases for two departments; special payroll reports.

Education & Professional Development

University AL.I.Cuza, School of Economics, Romania, Iasi

Master’s Degree in specialty Management Financial-Banking (MBA)

University AL.I.Cuza, School of Economics, Romania, Iasi

Bachelor’s Degree Diploma in specialty Finance-Credit

Irvine Valley College, Irvine, California, Excel Spreadsheets I, II, III; Accounting Ethics

Cypress College, Cypress, CA, Intermediate Accounting and Governmental Accounting

Certifications: Currently, in the process of being certified as CPA in CA

Software Experience

Windows, Microsoft Office 2016, QuickBooks, MAS 90/200, Peachtree, Star-Ship, ADP Pay Expert & Workforce Now, Compupay, EPICOR, JobBoss, Crystal Reports, Visio, Great Plains /Microsoft Dynamics; Management Reporting



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