Email: adufgk@r.postjobfree.com Cell Phone: 831-***-**** Location: Aptos, CA 95003
LETICIA I. ROGERS
Finance and Accounting Leader
Strategic Planning & Analysis Financial Reporting Analytics & Decision Support Resource Management
An exceptional financial leader with integrity that is beyond reproach. Excellent track record enabling financial reporting controls while delivering accurate and timely information. Known as an operations-focused thought leader who delivers results.
Senior-level experience in corporate finance, including sophisticated financial modeling, forecasting, budgeting, product planning, cost containment, controllership, cost accounting, management, and managerial and general accounting. Proven success in streamlining financial processes, developing big data analytical procedures, introducing, and driving process improvements, and implementing technological solutions.
Adept at restructuring and delivering maximum profitability while creating solid business partnerships, influencing business behavior, and driving a culture that is based on core leadership values.
Extensive experience working with established companies as well as high technology and high growth operations while demonstrating the ability to drive success and financial results.
Possesses the ability to create business solutions for complex and mission-critical initiatives and the ability to recruit, develop, manage, and retain teams that deliver value and create bench strength.
A truly results-driven team leader with highly effective cross-functional collaboration skills.
WORK HISTORY
FoundryWorks, Inc – Santa Monica, CA 01/2022 – Current
Corporate VP Controller 01/2022 – Current
Responsible to lead the Accounting and Finance team. Which includes AP, AR, Insurance, banking, month-end close, financial reporting, analysis activities. Work closely with CFO, COO and CEO. Developed annual budget, and quarterly forecasting. Manage cash and relationships with financial institutions. Lead strategic projects and initiatives that focus on driving the business profitability.
KEY ACCOMPLISHMENTS
Led and completed the RFP for a new ERP system – Implementation of 365 Cannabis will be completed by December 2022
Developed and implemented Financial Planning models and processes to improve management dashboards.
Led and completed the implementation of Stampli AP automation system
Negotiated and Implemented RAMP corporate credit card
Implemented a monthly KPIs to track company and departments performance
Improve the PO process approval to control Fixed and Variable cost
Monterey Bay Spice Company - Watsonville, CA 03/2021 – 01/2022
Chief Financial Officer 03/2021 – 01/2021
Lead the Accounting, Finance, HR, and IT. Support and Collaborate with CEO, Chairman, the President, and the private equity firm developing the 5-year strategic plan, annual budget, and quarterly forecasting. Managed cash and relationships with financial institutions. Lead strategic projects and initiatives that focus on driving the business profitability.
KEY ACCOMPLISHMENTS
Developed Financial Planning excel templates and processes to improve management reporting
Lead and completed the RFP for a new payroll/HRIS system and selection of PEO ADP Total source as the vendor
Reduce variable cost by 10% by negotiating contract with the freight companies and key vendors
Implemented a monthly KPIs to track company and departments performance
Developed a profitability report for the top 20 SKU’s
Established a PO process approval to control Fixed and Variable cost
Revamped the IT infrastructure (implemented office365, Microsoft teams, firewall, antivirus, security)
Indus Holding Company - Salinas, CA 01/2020 – 03/2021
Corporate VP Controller 01/2020 – 03/2021
Lead the Accounting, Finance and HR teams. Which include HR relationship, payroll, benefits, AP, AR, Insurance, banking, financial reporting, and analysis activities. Work closely with CFO and CEO on the developing of strategic plan, annual budgets, quarterly/monthly/weekly forecasting. I manage cash and relationships with financial institutions. Lead strategic projects and initiatives that focus on driving the business forward. Manage month- end close, standard cost systems and product costing process. Ensure compliance with county, city, CA State and Federal regulations and US and CAN GAAP.
KEY ACCOMPLISHMENTS
Developed Financial Planning excel templates and processes to improve management reporting to establish standard costing as part of the company’s inventory tracking system ExactMax.
Implemented a new chart of account across all 7 entities and develop a new management report by Business Unit
Consolidated and implemented a new payroll system across all entities including benefits, insurance, and liabilities
Reduced variable cost by 5% by implemented a monthly KPIs to track team tasks and individual performance (Invoice/Data entry per employee, discounts per vendor, DPO, DSO)
Collected 60% / $6MM of past due AR (more than 12 months old)
Established a PO process approval to control Fixed and Variable cost.
Developed new Business model for Distribution Business Unit.
KIND FARMS CORP - Salinas, CA 04/2019 – 12/2019
Director of Finance and Human Resources 04/2019 – 12/2019
Responsible to assist CFO and CEO in the development of strategic plan, annual budgets, quarterly/monthly/weekly forecasting. Manage relationships with outside accounting firms and interact with outside financial advisors. Lead strategic projects and initiatives that focus on driving the business forward. Manage month- end close, standard cost systems and product costing process, key cost, and operational performance indicators to improve management decision-making. Manage and monitor cash flow. Ensure compliance with county and state regulations and US GAAP.
KEY ACCOMPLISHMENTS
Developed Financial Planning excel templates and processes to improve management reporting to establish standard costing as part of the company’s inventory tracking system (Cultivera).
Successfully implemented new California track and trace system “METRC” along with the “Cultivera” new inventory system.
Implemented a new chart of account across all 4 entities
Implemented a new payroll system along with benefits, insurance, and liabilities
Implemented a new financial reporting package for Board of Directors
Developed and implemented policies. E.g., D&A, employee book, code of conduct, cell phone policy, vehicle policy
Reduce variable cost by 10% by implemented a monthly KPIs to track team and individual performance
DRISCOLL’S, INC. - Watsonville, CA 04/2006 – 03/2019
Sr. Manager Transaction Services Driscoll’s Global 05/2017 – 03/2019
Responsible for oversight of Accounts Payable and Travel, which includes managing of the company fleet, plane, and third-party travel agency relationship, the Company Store, and other transactional services as assigned. Focused on providing dependable and timely services to reduce costs, maintain compliance with internal controls, increase customer service, and build new capabilities. Partner with Global Controllership to ensure adherence to accounting policies and to support external audit requests. Responsible for supporting change management initiatives with stakeholders to socialize, implement and enforce new policies for T&E, credit card and company vehicles.
KEY ACCOMPLISHMENTS
Standardized the governance of process flows, data maps, and standard definitions for key processes controls in Accounts Payable.
Led and completed the RFP for Global P2P and AP automation system and selected COUPA as the vendor.
Improved the company DPO by 20%, moved 30% of the vendors to ACH in my first 3 months.
Implemented and re-engineered processes and controls to ensure payments are made accurately and timely.
Wrote, reviewed, and updated policies and procedures for T&E, Credit Card, and Company Vehicles according to the new company rules and regulations.
Developed and improved SLAs related to transactional services.
Implemented the monthly KPIs for tracking team and individual performance.
Deployed the DOT program for Driscoll’s Commercial Vehicles and Drivers.
Sr. Manager Finance Planning, Analysis and Reporting Driscoll’s of the Americas 02/2012 – 05/2017
Managed Driscoll’s of the Americas’ (DOTA) annual budget of up to $3 billion in revenue. Provided timely, relevant, and accurate reporting and analysis against historical annual budgets, and quarterly forecasts to facilitate decision-making toward the achievement of the annual and long-term targets. Key person in financial planning activities to assign DOTA (includes USA, Mexico, and South America) challenging yields, but achievable strategic plans, budgets, forecasts, and 5 to 10-year plans. Liaison between global finance and the IT team to develop efficiencies in DOTA processes. Implemented an 18-month rolling forward forecast. Reviewed and compared monthly financial statements to budget and provided variance analysis. Prepared business unit management reporting including segmented P & L’s (crop and geography) and Enterprise P & Ls for America’s business unit.
Implemented improvements that translated into cost savings, efficiencies, and productivity:
Key player in developing business unit P&L reports which provided the CFO/VP Controller/President of Business Unit a wide vision to assist in decision-making.
Designed/Revamped/Streamlined and implemented Flash Reports, Berry P&L’s, Export Berry P&L’s, and Enterprise reporting on a weekly and monthly basis.
Streamlined budget projections and strategic plan processes resulting in reduction of budget cycle by 2 months.
Developed Financial Planning tools and processes, improved management reporting and established standard costing as part of the company’s implementation of a planning system:
oAmericas Hyperion implementation in 2013.
oGlobal Hyperion re-implementation in 2016. Worked closely with The Hackett Group as project leader in the ERP implementation and post Go Live support.
Developed reporting models to enable the business to review cost structure to drive savings.
Evaluated the impact of California minimum wage and overtime legislation.
Developed and improved processes for period close to enable greater scrutiny of financial results.
Driscoll’s Global Manager Finance Planning, Analysis & Reporting 01/2011 – 01/2012
Managed Global and Business Units financial reporting and performance on a monthly, quarterly, and annual basis using insightful measurement criteria.
Provided information about identified opportunities to create shareholder value for the corporation by objectively evaluating prospects (e.g., market share, sales, grower profitability, costs, SG&A, variable, and Fixed Cost, etc.).
Coordinated, settled, reviewed, and communicated the Global Corporation's planning for Quarterly Forecast, Budget, and Long-Range Forecasting (5, 10, & 20 yrs.) plan and objectives.
Responsible for Product Portfolio Analysis, Supported Mergers and Acquisitions, Entity Profitability, Subsidiaries Analysis, Model Building, Evaluation, Simulation, and Strategic Planning.
Driscoll’s Sr. International Financial Analyst 04/2006 – 12/2010
Built bridges to provide financial analysis and support to Mexico, South America, Australia, and Europe including expense management.
Implemented controls, budgets, forecasts, expense reports and analysis.
Developed new business, investment analysis and cost benefit analysis.
Prepared monthly management reporting packages for operating managers, group VPs, and the board of directors.
Reviewed and analyzed budgets both at consolidated, and subsidiary levels to make appropriate recommendations to management.
Coordinated monthly forecasting processes to ensure the completion of reliable and fact-based forecasts including competitive and benchmark analysis.
Assisted in the capital budget, participated in mergers and acquisitions, and capital expenditures request process. (Working remotely July 2007 –Dec 2010).
La Agencia De ORCI Y Asociados - Los Angeles, CA 06/2003 – 03/2006
Accounting Manager 02/2005 – 03/2006
Billing Accountant 02/2004 – 01/2005
Jr. Accountant 06/2003 – 01/2004
EDUCATION: Bachelor of Science in Finance & Public Accounting (1994) - Autónomos University of Baja California, Mexicali, México.
COURSES: ITESM University: Finance; ITESO University: Strategies; Driscoll's Trainings: Continuous Improvement, Performance Scorecards and How to Manage and Influence Others; Cabrillo College: Leadership Challenges Training.
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LANGUAGES: Fluent in Spanish and English.
SOFTWARE: HYPERION/ESSBASE/PLANNING, Dynamics AX and GP, BI360, Business Intelligence, MS Word, Excel, PowerPoint, VISIO, Tableau, Smartsheet, Think Cell, Office365-Teams, Share Point, Huddle, ADP, QuickBooks, METRC, Cultivera.
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