Alma Paulk, MBA

PO BOX **** San Juan Bautista CA 95045 adl7qm@r.postjobfree.com 408-***-****

SUMMARY

FINANCE AND ACCOUNTING

Expertise as financial analyst and hands on Managerial accounting: tasks including: budgets, forecasts, and cost account analysis. Participate in strategic planning and provide timely accounting, closing and reporting to support executive decision making. Provide solutions to integrate the entire operations with accounting and financial information. Proficient in implementing accounting systems, developing financial analysis and reporting to maximize resources, enhance risk management, and boost profitability by measuring and evaluating business operations. Assess internal controls and develop processes to minimize costs using indicators and trends, and root-to-cause analysis to propose solutions to complex issues. Engage with the accounting cycle, promoting efficiency in accounts receivable, including credit invoicing, collection with agile coordination to procure payables. Design a comprehensive framework to guide the company into a financial transformation to improve its working capital.

TECHNICAL SKILLS: Great-Plains, Famous, PeopleSoft, ERP Mas 90 and 200, QuickBooks, Excel, Word, Power point among other advance technology and organizational models. I am fluent in English and Spanish.

EDUCATION & PROFESSIONAL DEVELOPMENT

Health Food Store: Small business owner of retail store 2012 – Present

Oversee retail store operations for startup business. Setup QuickBooks point of sale linked to the accounting program. Lead daily operations, budgets and cost controls, inventory control and P$L management. Administer personnel, including payroll. Maximize sells and service during the peak period by implementing a dynamic inventory rotation to attract buyer’s diversity and improve sales. Supervised and trained three employees.

CBP, CA 2009 - 2011

International Controller/Financial Analyst: Wholesale fresh produce, with earning up to 100 million dollars. Supervised a team of ten in the accounting and financing department. Responsible to coordinate all Human Resources including preparation of Score cards, benefits, workers’ comp, and supervised payroll for up to 275 employees. Supervised accounts payable, accounts receivable. Responsible for bank and general ledger accounts reconciliations; prepare trial balance and deliver timely and accurate financial statements. Responsible to estimate and pay corporate: state and federal taxes.

Deliver financial analysis and formulated consolidated financial statements for three facilities: CA=headquarters, TX-cooling and MX-cooling, processing and shipping plant, support operations as second most important responsibility. Perform a variety of financial and capital analysis including: Return on Investment; break even, payback period, net present value and internal return on investment. Applied GAAP, International Accounting Standards (IAS) and Sarbanes-Oxley to all prepared documents or accounting or financial information presented to government, upper management or board of directors.

PDM INTERNATIONAL, CA 2006 - 2009

Controller: Wholesale of processed food products, company’s earning was up to 50 million dollars. Support and supervise five people with a variety of tasks in the small company.

Lead complex financial projects, including; cost and cash flow analysis, forecast, budget, supply chain chart program, and product availability projections. Assist in new product development.

Administered financing standards and monitored project transactions by improving accounting system to reflect company’s financial position. Assessed financial results; evaluated risk management and provided solutions.

SMARTAX, CA 2002 – 2006

Consultant: Self-employed. Temporarily and contracted assignments. Managed budgets, prepared forecasts, and directed financial interpretation and analysis of small and medium-sized companies. Extensive work implementing new accounting software systems to optimize organization’s needs and goals. Managed general accounting and full-charge bookkeeping. Oversee wealth and investment accounts for individual and corporate portfolio. Analyzed complex financial statements and ratios and evaluated results. Experience working for profit corporations; as well as, non-for-profit organizations.

SPIROX CORPORATION, CA 1996 – 1998

Controller/Accounting Manager: exporter of heavy semi-conductor- processing equipment

Processed systematic accounting analyzed and developed financial strategies to save resources, mitigate risk, refine operations, and enhance profitability.

MBA (Emphasis in Finance): Phoenix University San Jose, CA

BA Bachelor of Arts in Business Administration: UNAM (University Mexico, City)

AA San Jose City College: Accounting. San Jose, CA

LICENCED TAX PREPARED: California Tax Institute, Current

Contact this candidate