SUMMARY

Results-driven executive with deep experience in financial operations and strategy. Leverage strong business acumen and financial expertise to create profitability among various organizations. Innovate solutions to complex business problems, leading organizations through turbulent situations and finding opportunities to continue company success and profitability. Apply financial leadership and guidance to organizations. Familiar with handling legal matters, labor relations, and mergers and acquisitions. Resourceful professional able to meet goals, offer continued support, oversee supply chain, and manage financial reporting. Review reports and metrics to determine strategy, direction, and decisions. Creative problem solver who faces challenging and disruptive situations by quickly gathering information and forging path to resolution. Cultivate and manage relationships with community members, clients, financial institutions, shareholders, and decision-makers. Well versed in negotiation, buying, logistics and warehousing, project management, and maintenance management.

AREAS OF EXPERTISE

Strategic Direction

Team Management

Accounting Principles

Contract Management

Mergers & Acquisitions

Report Generation

Executive Leadership

Budget Development

Legal Matters

Policies and Procedures

Data Analysis

Best Practices

Human Resources

Problem Solving

Relationships and Partnerships

PROFESSIONAL EXPERIENCE

AH WINES, Lodi, CA 2013–Present

Vice President Chief Financial Officer Chief Operating Officer

Lead finance, operations, project management, and legal functions. Purchase materials and equipment for facility. Leverage strong problem-solving skills to resolve disastrous and challenging situations, such as trade wars and e-commerce certification. Negotiate deals and contracts. Establish comprehensive measurement and tracking guidelines to monitor wine from grape growing to shipping. Ensure compliance with requirements and regulations. Secure sales and e-commerce permits, manage inventory, and control accounting operations in alignment with GAAP regulations. Oversee 4 direct reports in company with 25 total employees. Streamline reporting methods, prepare reports to showcase financial standing, and complete annual reviews.

Transitioned from CFO to CFO, VP, and COO after changing business model to meet changing needs; demonstrated expertise in financial, operations, and business management.

Directed project to move winemaking to own facility; secured financing, permits, and licensing; oversaw project activities, such as budgets and deadlines; and opened facility that was 85% custom-built.

Supported operational and financial initiatives leading to company growth from $1.8M to $7M.

Navigated global legal issues related to trade taxes and insurance.

Participated in mergers and acquisitions by conducting financial and legal due diligence, acquiring 2 company’s assets and 5 brands since 2013.

Generated new revenue streams during COVID-19 by bottling wine for smaller brands in own facility.

JAVELIN LOGISTICS, Union City, CA 2012–2013

Director of Finance

Delivered finance operations for trucking, air, and water freight company with $150M in annual revenue. Supervised and guided 9 direct reports in daily functions. Enabled sales representatives to succeed by allocating resources and implementing new tools, leading to significant sales growth. Analyzed financial reports, data, and performance while controlling expenses and margins. Conducted annual and midyear budget reviews to ensure financial integrity and health.

Opened 2 new locations in Oregon and Texas

Expanded line of credit from $500K to $10M, allowing company growth opportunities.

Represented company at labor and employment hearings, leading to continued success.

ULTRA EX, Hayward, CA 1999–2011

Chief Financial Officer and Chief Operating Officer (2003–2011) Operations Manager (1999–2003)

Placed in CFO role following removal of CEO due to theft. Transformed broken relationships with 50% of client base. Delivered all board meetings, interacting with board members to provide operational and financial information. Served as key member of executive team, making new policies and data-driven decisions. Cultivated relationships with lending institutions and shareholders. Collaborated with executive team and board of directors to set goals and company objectives. Delivered human resources functions, including policy changes, recordkeeping, personnel data confidentiality, exit interviews, and benefits. Negotiated union contracts.

Turned company from $1M loss to $1.3M profit within 2 years.

Partnered with corporate attorneys to help win 7-year trade secret and 5 derivative lawsuits, winning $3M in punitive damages and 30% return in company stock.

Achieved 15% turnover rates against 300% industry-standard through strategic hiring and treating employees as individuals; established training to ensure employees understood role and built relationships to increase morale, engagement, and dependability.

Defended company at labor and employment hearings, achieving 100% success for 350 claims.

EDUCATION

Bachelor of Science, Political Science; Texas A&M

College Station, TX

Associate of Arts, Criminal Justice; Florida Atlantic College (Palm Beach Junior College)

Lake Worth, FL

AFFILIATIONS AND AWARDS

Affiliations:

Volunteer CFO and Board of Trustee, New York Military Academy; utilized unique skillset and raised $5.85M to save from closing

Vice President of Board of Directors, St. Philips Lutheran Church

Awards:

Who’s Who of Financial Business Professionals

Nominee, Board of Couriers

Technical Proficiencies:

QuickBooks

Zero

Breckinridge

Ventrace

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