Controller/CFO
Resume:
Gazarrie Stallworth Phillips
**** ******** *** *** *** Citrus Heights 95621
adsbzf@r.postjobfree.com
Experience
Ogun Studios Sacramento, Ca 01/2017
Controller/CFO
● Manage profit and loss statements
● Use pivot tables to calculate Revenue
● Manage social media accounts and promote all new products and service, creating content, scheduling social media post, identity target customers
● Market the business through social media platforms
● Manage taxes and end of year statements
● Process travel expenses
● Use QuickBooks to manage payroll, taxes, invoices, paying bills
● Manage inventory
● Set up business/partner meetings
● Oversee preparations of business activities, financial forecast, annual budgets
● Manage daily operations
● Analyzing accounting data to produce financial statements and reports
● Knowledge of labor laws in California, Japan,Minnesota and a few other states
● Process business payments
● Process FMLA, LOA, and Workers Comp
● Work closely with CEO to maximize business and network opportunities
● Oversee and manage all aspects of the business such as Accounting, HR, Sales and Operations
● Review trade area and identify new market opportunities
● Knowledge of basic accounting principles and procedures along with basic tax and labor rules and regulations
● Knowledge of garnishments, payroll taxes, deductions, pension and deferred compensation plans, IRS tax regulations, and flex benefits.
● ATS and Microsoft proficiency
● Working directly with software developers to develop and finalize our anime/manga website
● Hiring 15+ software developers per project
● Networking with Apple and android to partner our app
● Knowledge of basic coding
● Using JavaScript and Python for basic coding
● Partner with business stake holder and other recruiter to meeting hiring objectives
● Actively source and developed passive candidates
● Engage and communicate with potential candidates, gauge their interest, and suitability for current or future positions
03/03/17
● Leverage sourcing budget to lead national jobs marketing campaigns
● Crafting the company’s talent acquisition strategy
● Organizing all communications with candidates
● Track recruitment KPIs, like time to hire, source of hire and time to fill
● Manage all communication with candidates from the moment they apply until they get onboard
● Source candidates on job boards, resume databases, professional networks and through referrals
● Interview candidates at various stages of the hiring process (phone screening calls, video interviews and in-person meetings)
● Oversee internal and external communication, making sure that our company maintains a positive reputation as an employer (for example on Glassdoor, LinkedIn and social media)
● Organize hiring events and participate in job fairs to network with potential candidates
● Using Fiver for web design
● Hiring web designers/developers
● App development
● Maximize company’s profit
● Reconcile Bank Reports
● Manage and train employees
● Process Onboarding paperwork for new employees
● Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.
● Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.
● Reviews planning process and suggests improvements to current methods.
● Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.
● Works with the President and other executives to coordinate planning and establish priorities for the planning process.
● Studies long-range economic trends and projects their impact on future growth in sales and market share.
● Oversees investment of funds and works with investment bankers to raise additional capital required for expansion
Heritage Community Credit Union Gold River, Ca 10/2021-02/2022 Branch Manager
● Oversee and manage all aspects of the business such as Accounting, HR, Sales and Operations
● Review trade area and identify new market opportunities
● Keep in line with company growth strategy
● Meet or exceed company profit goals
● Manage accounting and budget information
● Participate in district training calls with other branches
● Source, train, coach and develop staff
● Address customer issues and concerns promptly
● Hire and train all new employees
● Set up and manage corporate meetings
03/03/17
● Set up and manage employee appreciation party
● Meet with upper management monthly to discuss credit unions goals
● Morning huddles with entire branch to discuss loan products, checking account goals, membership growth, members experience
● Process Payroll for all bi-weekly employees
● Conduct end of year, quarterly, and monthly reviews for every employee
● Calculate PAR/Merit increases
● Drive sales production in branch
● Surprise cash counts on employees teller drawers
● Conduct monthly and quarterly audits on our vault and ATMs
● Work with accounting with overages and shortages
● Knowledge of basic accounting principles and procedures along with basic tax and labor rules and regulations
● Knowledge of garnishments, payroll taxes, deductions, pension and deferred compensation plans, IRS tax regulations, and flex benefits.
● Underwriting mortgages and helocs, reviewing titles, escrows, appraisal reports Bank Of The West Napa, Ca 01/2019-10/2021
Assistant Branch Manager
● Process Loans
● Open and Close accounts
● Go out to different business to self source deals
● Have one on ones with the tellers to help them reach their productivity
● Cold call on different customers and business to explain our products
● Help create and manage mortgage days
● Cross sale during account openings when needed
● Notarize bank documents
● Balance Vault or ATM
● Process Loan payments for customers and business clients
● Working closing with ADP for payroll for business clients
● Helping process quarterly bonuses per pay period
● Making sure time cards are being processed correctly and efficiently
● Making sure proper payroll deductions and benefits are being taken out for all bi-weekly employees
● Knowledge of basic accounting principles and procedures along with basic tax and labor rules and regulations
● Knowledge of garnishments, payroll taxes, deductions, pension and deferred compensation plans, IRS tax regulations, and flex benefits.
● Help with PPP SBA Loan
● Take in all different forms of complaints and find resolutions for them or expedite it to the appropriate team
● Manage the whole branch by performing the required managerial duties
● Create Schedules for the team
● Cover in need branches
03/03/17
● Hiring 15+ software developers per project
● Knowledge of garnishments, payroll taxes, deductions, pension and deferred compensation plans, IRS tax regulations, and flex benefits.
● ATS and Microsoft proficiency
● Commercial Lending
● Real Estate Lending
● Underwriting mortgages and helocs, reviewing titles, escrows, appraisal reports Check Into Cash Richmond,Ca 07/2017-01/2019
Assistant Manager
● Conduct weekly audits
● Train new employees
● Travel to different stores to cover shifts and manage people
● Go to regional meetings
● Work on our collections
● Calculate our monthly goals and bob and receivable goals everyday
● Conduct interviews and other hiring duties
● Process and approve loans
Genentech South San Francisco 12/2017-07/2018
Case Manager
● Preform calls to patients and doctors to help patients to receive our drug
● Conduct benefit investigations
● Coordinate shipments with our speciality pharmacy
● Help patients with co-pay assistance/ receive co-pay assistance
● Provide different medical services to all patients and doctors
● Help with Prior Authorizations approvals, denials, and appeals
● Help a patient if requested receive a starter kit
● Look over Patient Authorization Notice of Request Forms and Statement of Medical Necessity Forms and make sure they are all valid
● Approve Benefit Investigations
● Conduct welcome calls, calls for needed forms, and calls for help with all of our other services
● Provide help to maintain or receive our drug for all patients
● Work Service Request and Insurance Claims
● Followed and was trained in FDA, Drug Safety Regulations, Adversed/Potential Adversed events, Privacy concerns and how to report them
Golden 1 Credit Union Oakland,CA 07/2016-12/2017
MSR 1
● Making deposit and withdrawals
● Checking account history
● Issue cashier’s checks and money orders
● Recommend and pitch products and services that will benefit the members
● Make HLA, Auto Loans, IRAs, and Direct deposit referrals
● Provide amazing member service
03/03/17
● Opening and closing accounts
● Making quarterly and monthly audits
● Processing all transaction effectively and efficiently
● Efficiently do cash advances, cashier checks, money orders
● Vault audits
● Used Concur for travel expenses: include but not limited to, booking hotels, flights, rentals and more
● Helped co-workers with all of their expenses
● Processed income and outgoing ACH payments
● Processed incoming and outgoing wires
● Processed debit card increase along with travel notices
● Processed and funded loans
● Removed holds
● Effectively and efficiently read over credit reports
● Calculate debit to income ratio
● Making credit cards and different loan payments
Mechanics Bank Richmond, CA 03/2015-04/2016
Teller
● Anticipated customer needs
● Make deposits
● Manage teller drawer
● Conduct audits
● Count vault/manage vault
● Daily accounting reports
● Quarterly trainings
● Learned about our products/accts
Starbucks El Cerrito, CA 04/2014-03/2015
Cashier/Barista
● Product knowledge
● Successfully completed the Starbucks Learning Coach Class
● Assisted in the development of keeping a clean store
● Make drinks to standard
● Introduce customer to new drinks and products
● Move with a sense of urgency
● Cashier
● Great customer service
Skills
● Commercial Lending
● Performance Management
● Project Management
● Medical Billing
● Health Insurance
03/03/17
● Sales
● Top Sales Performer
● Talent Acquisition
● Business Development
● Consumer Lending
● Escrow
● Appraisal
● Loan documentation review
● Health Care/In home care
● Tenant Laws
● Depositions
● Sales Operations
● Computer Skills
● Microsoft Office: Word, Microsoft Excel, PowerPoint
● Adobe: Flash Player, Reader, and Creative Cloud
● Programming Languages: Java, JavaScript, Python and Postscript
● Software Development
● Basic Coding
● Full Cycling Recruiting
● App and Website development
● Banking Skills: knowing how to create CTR’S, create cashier’s checks, and great balancing
● Intrapersonal Skills
● Team player
● Hardworking
● Cooperative learner Excellent Writer
● Outgoing
● Creative Thinking
● Notary
● QuickBooks
● Managing Profit and loss statements
● Call center management
● Microsoft Excel Pivot tables
● Accounting
● Payroll
● Payroll deductions
● Payroll Benefits
● FMLA, LOA, and Workers Comp
● Tax preparation
● SAGE
● Processing of Bi-weekly and Semi Monthly payroll
● Wage garnishment
● Yardi
SPECIAL SKILLS:
Bilingual in English, Sign Language, and Spanish
03/03/17
Education
Education
● De Anza High School, Richmond, CA Graduated 2015
● Chabot College, Hayward, CA 2015- 2016
03/03/17
Contact this candidate