CHRISTINE IBANEZ

(***) *** - ****

www.linkedin.com/in/ChristineIbanez

advlif@r.postjobfree.com

Los Gatos, CA 95032

Controller, Financial Advisory Services Nov, 2016 - current Feb, 2022 - Jan, 2023

Aug, 2021- Dec, 2021

o Manager, Outsourced Advisory Services Team: PPP and ERC credit specialist. Successfully applied for $5 mil in tax credits and loan/ debt forgiveness for over 20 clients. Nov, 2019 - June, 2021

• Ravix Financial Group

o Corporate Controller for newly-acquired subsidiary of publicly traded firm. First year SOX control documentation, streamline month-end close, full financial reconciliations and audit support. Establish and document policies and procedures, reporting for SEC subsidiary. Forecasting, prepare and deliver metrics, KPI, OKRs. Conversion from DelTek Systems to Sage Intacct ERP for billing, metrics, and all financials. o Schedule staff team for engagements with clients, balancing competencies with client needs. Implemented Lattice framework and tool for performance reviews, measuring achievements, setting goals and expectations, and feedback cycle for 360 reviews.

• CBIZ/ MHM, CPAs

• CFOs2Go

o Interim Controller/ Manager for private family office, with holdings in agriculture, commercial and residential real estate. o Implemented QB Enterprise, ADP Workforce Now, Yooz Payables, Q-Qube Data warehouse, Yardi Voyager. o Authored and implemented Accounting Desk procedures, created workflows and moved to paperless office. Month-end close reduced from 15 days to 4 days.

o Key Client: Private Family Office- Trusts, Commercial & Residential Real Estate Developer, Agribusiness

• Direct & Contract Controller Nov, 2016 - Oct, 2019 o Key Client: California Skin Institute (Medical Cancer Research, Physician Offices) o Medical Dermatology Offices, MOHS Cancer Research. Implemented controls and procedures for SAP Concur, created interfaces with banking modules and reconciliations for Order to Cash cycles. o 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.

o Key Client: Quanergy LIDAR (Autonomous guidance systems, clean-room manufacturing, inventory, Rev Rec) o Medical devices Start-up. Streamlined accounting procedures in QBO, developed KPIs for compliance/ research team applying for EU MDR approvals and clinical trials. o Key Client: Previvo Genetics (Medical Device R&D, IP and patents, venture- funded) I'm a Big 4 CPA alumni. People describe me as passionate, energetic and nimble. Endurance driven, intellectually curious and always seeking to know more, do more, dream bigger. I love to visualize, design and streamline finance and accounting systems. I enjoy coaching and sports- I'm an ultra-marathon runner, a ballet dancer, and have taught performance driving on the race track with the Audi Quattro Club. EXPERIENCE

Director of Finance Anglepoint Group 2013 to 2016

o 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. o 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. o Transformed a 10 day close to a 4 day close, incorporating seamless integration with Quickbooks and NetSuite. o Saas; IT Consulting Firm; International consolidations/ M&A- sell-side Corporate Controller Stella & Dot Family of Brands 2011 to 2012 o CPG firm, B2C, wholesale importer. Unicorn seeking $1 bil in valuation during 2011-12. o 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. o Scaled commissions as company grew from 5,000 to 20,000 Stylists, and took the lead on establishing bankcards. o Consumer Goods; overseas manufacturing & import; inventory; Direct Sales Industry, commissions- driven. Chief Financial Officer Theatreworks 2008 to 2010

Ducati North America

o Bay Area performing theatre company, educational grants and outreach to local schools. o Reponsible for 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. o Non-profit, performing arts, fund-raising.

2006 to 2008

o Wholesale, manufacturing, retail, B2B and B2C.

o 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. o 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. o International manufacturing, distribution, import, homolgation, EPA, warehousing. Consumer credit, dealer flooring lines, recalls and warranties, international taxes and transfer pricing. Chief Financial Officer

o Non-Profit, Community Organization. Took over ED role (initially FT, rolled to PT, then Advisory) when previous 10+ year Director retired.

o 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. o Marketing and online strategy- Rebranded the Center in 2018 to "Birth & Beyond Women's Care". Core service pivot and re-focus includes counseling for women & children in crisis, priority placement in shelters and reduction of homeless numbers in San Jose, CA.

o 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. o Non-profit grew from a stagnating client base of 25-50 per year to over 900 in 2019 and over 1,000 in 2020; 45 women & children successfully placed into permanent housing; 24 babies born in 2019. o Successfully obtained Payroll Protection PPP Loans - round 1 & 2 and California Small Business Grant. o Women's Mental Health Care; Non-Profit

Executive & Finance Director Juan Diego Society 2017 to 2021

• ERP systems knowledge and implementation: Oracle NetSuite, Sage Intacct, Quickbooks

(Online, Desktop and Enterprise), Yardi Genesis and Voyager, AgStar Agriculture, Microsoft Great Plains, MS Dynamics A/X.

• Reporting tools and systems: Host Analytics, Q-Qube, Crystal Reports, Excel power user.

• HR and Payroll expertise: ADP (Workforce Now and RUN), Lattice Performance Management, Paychex, Gusto, Trinet, Insperity, Rippling, PatriotPay, Equity Edge.

• Accounts Payable/ Expense Reporting: BILL/ Divvy, Avid Exchange, Concur.

• Practice and Project Management: Asana, Karbon.

SYSTEMS EXPERTISE

Early Career Positions

• SOX Senior Auditor, Mohler, Nixon & Williams and Rem/X Financial - key clients include Virage Logic, Yahoo, McKesson Pharmaceuticals, Infonet Telecom, Remec Wireless.

• Senior Financial Analyst, AVP, Silicon Valley Bank

• Supervisory Auditor, CPA, PWC/ PriceWaterhouse Coopers - industry focuses in Real Estate, Construction Management, Financial Institutions and Professional Sports.

• Bachelor of Science degree, ASU Arizona State University

• CPA Certified Public Accountant, Arizona License (inactive- seeking re-activation of license in 2023)

• CGMA Certified Global Management Accountant

• AICPA American Institute, CalCPA California Society of CPAs and AZCPA Arizona Society of CPAs member

EDUCATION, LICENSES, AFFILIATIONS

Contact this candidate