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Controller/ CPA

Location:
Gilroy, CA, 95020
Posted:
February 19, 2021

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Resume:

Christine Ibañez

Big * CPA, endurance-driven with breadth and depth of industry experience

Gilroy, CA 95020

adkbpg@r.postjobfree.com

650-***-****

Controller and Financial Guru.

Big 4 CPA.

The right-hand person to the C-suite.

Vision > Forecast> Systems > Financials = I create & build. Endurance athlete and ultra-marathoner, I live on adrenaline, coffee and deadlines. Authorized to work in the US for any employer

Work Experience

Financial Controller/ CPA

CFOs2Go - San Jose, CA

November 2019 to Present

• INDUSTRIES: Agriculture, Construction, Private Family Office

• Key client is a large Private Family Trust, with holdings in agriculture, residential construction projects and leased commercial office space. Equity/ Trust accounting in addition to construction, crop/ agriculture and leasing.

• Complete transformation from "paper office" to virtual, WFH, fully remote, within one week of COVID- 19 shelter in place. Trained staff and owned the implementation of tools including MS Teams, Asana, Zoom and more.

• Implemented Quickbooks Enterprise (upgrade from legacy agricultural software), Yooz A/P software and finalizing Yardi Breeze Premier upgrade. Redesigned and enhanced ADP WorkforceNow. Authored a series of Accounting Desk Procedures, and cross-trained A/P teammate and CFO on key procedures and segregation of duties/ controls.

• Establishing immediate month-end and year-end close processes & procedures, reconciliations, owner distribution of earnings/ K-1 preparation.

• Successfully obtained PPP Payroll Protection Act SBA loan with local financial institution for the business. Executive & Finance Director (now PT)

Birth & Beyond Women's Center - San Jose, CA

May 2017 to Present

• INDUSTRIES: Non-profit, Healthcare, Community Services

• Rebranded in 2018 to "Birth & Beyond Women's Care". Core service re-development includes counseling for women & children in crisis, priority placement in shelters and "chipping away" at the unhoused / homeless numbers in San Jose, CA.

• Implemented online e-giving, matching funds, local benevolent groups, and obtained Google Ad Words Grant. Successful campaigns include #GivingTuesday with Facebook match and Benevity match with Apple employees. Doubled annual giving and was able to fund and hire 2 new employees in 2018.

• Achieved 91.7% efficiency in Program Services, now less than 8% is overhead (Form 990), down from 25% overhead. Increased scope & reach to young women in need by ramping up social media and speaking on college campuses.

• Non-profit grew from a stagnating client base of 25-50 per year to over 900 in 2019; 45 women & children successfully placed into permanent housing; 24 babies born in 2019.

• Rolled position into Advisory Services, now PT and managing remotely. Contract Assistant Controller

Quanergy LIDAR - Sunnyvale, CA

November 2017 to April 2018

• INDUSTRY: Clean Technology, Manufacturing, LIDAR

• Subject matter expert- brought in to deep dive account reconciliations, inventory analysis / BOM, bank account and credit card interfaces with accounting systems.

• Worked with Big 4 CPA firm at year-end to audit, document, cycle count and reconcile physical inventories for manufacturing. Reconciled R&D accounts and identified cost/ labor/ material variances.

• Worked alongside Inventory Management, Sales Order Managers and IT teams to streamline processes and document controls for Procure to Pay cycles.

• Implemented controls and procedures for SAP Concur, created interfaces with banking modules and reconciliations for Order to Cash cycles.

Director of Finance and Administration

Anglepoint Group - Santa Clara, CA

January 2013 to April 2017

• INDUSTRY: Saas, Technology, International Operations, M&A

• Instrumental in company valuation for successful sell-side transaction to Crayon Group, Norway. SaaS company, managed all finance, HR and administration for a team of IT consultants, with employees and clients in several countries.

• Initiated and completed conversion to 100% cloud-based finance, accounting and payroll systems. Dashboard and KPIs created and rolled out for business lines, and created profitability viewable reporting with drill-down capabilities.

• Transformed a 10 day close to a 4 day close, incorporating seamless integration with Quickbooks and NetSuite.

Corporate Controller

Stella & Dot Family of Brands - Brisbane, CA

January 2011 to December 2012

• INDUSTRY: Consumer Goods

• Managed the growth of the Finance Team to scale alongside the company. Ownership of Inventory Control, Warehouse over/unders, Forward Contracts for raw materials purchases, F/X contracts.

• Scaled commissions as company grew from 5,000 to 20,000 Stylists, and took the lead on establishing new bankcard payouts worldwide.

Chief Financial Officer

Theatreworks Silicon Valley - Redwood City, CA

September 2008 to December 2010

• INDUSTRY: Non-profit, Performing Arts

• Owned all aspects of the monthly close, performed reconciliations and analysis of financials. Complete ownership for full financials including well-developed variance analysis. Handled Key Donors with finesse and elegance.

CFO, North America Operations

Ducati North America Motorsports - Cupertino, CA

January 2006 to September 2008

• INDUSTRY: Motorsports, Consumer Goods, Consumer Financing

• Complete ownership for full financials including well-developed explanations for all key variances to budget. Prepared corporate budgets with predictive modeling, monitored results and developed analytical trends to achieve ROI objectives.

• Relationship liaison with external CPA firm, bankers and insurance brokers to facilitate audits, taxes and oversee risk management. Represented North America at the Executive Leadership Summits in Italy on behalf of CEO.

SOX Senior Consultant/ CPA

RemX Financial Consulting - San Francisco, CA

January 2003 to December 2005

• INDUSTRIES: Consumer goods/ Big Pharma, Internet, Consumer Credit, Telecom

• Documentation and testing of Internal Controls. Interview clients, identify Key Controls and create testing plans. Well-versed in Revenue Recognition and current FASB pronouncements/ ASC 605 and 606.

• Clients included: McKesson Pharmaceuticals (San Francisco) * Yahoo (Santa Clara) * Electronic Clearing House (Camarillo); Infonet Telecom (Los Angeles)

Controller

various - San Francisco, CA

December 1999 to December 2002

• INDUSTRIES: Dot.com Saas, Environmental & Government Compliance

• Wetfeet.com (sold to Infinium) 2000-2001

• Essex Environmental (sold to TRC companies) 2001- 2002 Senior Financial Analyst, AVP

Silicon Valley Bank - San Jose, CA

January 1995 to December 1999

Internal Auditor / Site Controller

Del Webb- Pulte Homes - Phoenix, AZ

January 1992 to December 1994

Senior Auditor

PwC - Phoenix, AZ

June 1988 to December 1992

Education

Bachelor's in Accounting

Arizona State University

Skills

• ERP implementations: QBO to NetSuite and also Great Plains Dynamics and A/X

• Revenue Recognition ASC 985-605 and ASC 605-20-25

• Manufacturing, Saas, Technology, B2C and B2B, Consumer Products, Real Estate, Banking, Non- Profits

• Systems Expertise with Quickbooks (Online, Desktop and Enterprise), NetSuite, Great Plains, MS A/X, Intaact, Host Financials, Yardi, SAP and Oracle.

• HR and Payroll Expertise with ADP (Workforce Now and RUN), Paychex, Gusto, Trinet and Insperity.

• Financial Analysis, Management, Forecasting and Modeling. Certifications and Licenses

CPA, Arizona Licensed (dormant, inactive)

1990 to 2005

CGMA Certified Global Management Accountant

2002 to 2010

Assessments

Accounting Skills: Bookkeeping — Expert

April 2020

Calculating and determining the accuracy of financial data Full results: Expert

Principles of Accounting — Expert

April 2020

Preparing financial records according to federal policies Full results: Expert

HR: Compensation & Benefits — Expert

August 2020

Knowledge of compensation and benefits programs

Full results: Expert

Management & Leadership Skills: Planning & Execution — Highly Proficient August 2020

Planning and managing resources to accomplish organizational goals Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Groups

AICPA American Institute of CPAs

1990 to Present

CalCPA California Society of CPAs

1995 to Present

SVARW Silicon Valley Association of Republican Delegates & Women 2016 to Present



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