Chief Financial Officer

Josephine Mui

Atlanta, GA *****

Cell: 770-***-**** Email: ***.****@*****.***

SUMMARY

Accomplished finance and accounting professional with over 30 years of diverse experience, including over 5 years as a dynamic Chief Financial Officer, Director of Finance, and Accounting Manager. Proven expertise in financial analysis, budgeting, forecasting, and strategic planning across various sectors such as healthcare, manufacturing, and real estate investment. Skilled in leading cross-functional teams, optimizing financial processes, and ensuring compliance with GAAP and regulatory standards. Notably managed budgets exceeding $120M and supervised a global real estate investment portfolio of $1.2 billion in assets. Secured $85M in funding from venture capitalists, driving organizational growth and enabling market expansion. Committed to fostering sustainable growth through data-driven decision-making, cost-saving initiatives, and effective stakeholder communication, while advising executive leadership on key business decisions. Adept at leveraging technology for financial reporting and dedicated to ethical leadership and continuous improvement in a rapidly changing financial landscape.

PROFESSIONAL EXPERIENCE

American Roofing Company LLC, Chief Financial Officer (CFO) 08/2024 - Present

Overseeing all financial operations, including accounting, budgeting, forecasting, and financial analysis, generating $65 million in annual revenue.

Strong focus on cash flow management, reinvestment initiatives, business growth optimization, and regulatory compliance.

Involves ensuring financial stability, identifying opportunities for reinvestment to drive expansion, and aligning financial practices with industry regulations to support long-term success.

Ensuring accurate and timely financial reporting to the CEO, board of directors, and other stakeholders. Building and maintaining relationships with investors and other key stakeholders.

Leading and developing the finance team, fostering a culture of financial responsibility and accountability.

Expanding revenue streams is key to business growth. Adjust pricing based on market demand, competition, and customer preferences.

Explore geographic expansion or target new customer segments. Invest in digital marketing, SEO, and e-commerce to reach a broader audience.

Caduceus USA/Exam/TeleMed, Chief Financial Officer (CFO) 07/2022 – 07/2024

Report directly to the CEO, overseeing all accounting and finance functions, ensuring alignment with organizational goals.

Analyze financial data and trends to inform strategic decision-making, contributing to increased operational efficiency.

Prepare comprehensive financial reports, forecasts, and statements, enhancing understanding of cash flow and overall financial health.

Directed financial operations and strategic planning, managing annual budgets of up to $55M and achieving revenue growth to $75M.

Implemented cost-saving measures that reduced operating expenses by 15%, improving bottom-line performance.

Spearheaded financial forecasting and risk management initiatives, resulting in a 20% increase in profitability over three years.

Led a cross-functional team to integrate new accounting software, enhancing reporting accuracy and efficiency, and reducing month-end close time by 30%.

Provided financial insights and recommendations to executive leadership, supporting informed decision-making and strategic business growth.

Played a pivotal role in securing $10M in new funding through strategic investor relations and financial presentations.

Heraldry Mint, Chief Financial Officer (CFO) 03/2020 - 06/2022

Led the finance department, reporting to the CEO and Chairman.

Developed and monitored financial objectives, policies, and strategic initiatives.

Directed financial reporting, budgeting, and forecasting processes for a $20M division.

Implemented financial controls and procedures that improved audit compliance by 30%.

Collaborated with senior management to develop and execute financial strategies supporting growth and profitability.

Reduced month-end closing time by 25% through process improvements and automation.

Established strong relationships with senior management and external stakeholders, enhancing collaboration.

Big Big World Inc. (Non-Profit Organization), Director of Finance 02/2011 - 02/2020

Managed financial statements and reporting for a $22M non-profit organization, ensuring accuracy and compliance with IFRS and local GAAP.

Successfully managed and tracked over $8M in grant funding, including both restricted and unrestricted funds, ensuring compliance with donor requirements and financial regulations.

Developed and maintained internal controls, reducing financial discrepancies by 20%.

Supervised a team of accountants, fostering a collaborative and high-performing work environment.

Led the implementation of new ERP systems, streamlining financial processes and improving efficiency.

Coordinated annual audits, achieving a 95% compliance rate.

Prepared NPO 990 forms for taxation purposes annually

HW Corporation, Accounting Manager / Financial Controller 01/2004 - 01/2011

Partnered with executive leadership on operational and strategic issues, overseeing global real estate investments and managing a $1.2 billion portfolio.

Prepared monthly income statements and quarterly balance sheet reports, analyzing key financial metrics to inform strategic decisions.

Maintained robust internal controls, ensuring compliance with SOX regulations.

Allocated company funds to optimize departmental performance and efficiency.

Provided strategic recommendations to executive management, driving financial improvements, and setting realistic financial goals.

Managed financial forecasting, budgeting processes, and the preparation of all financial reporting.

Developed long-term financial plans, aligning departmental goals with company strategy, enhancing organizational financial insight.

Communicated effectively with internal and external stakeholders, including the board of directors.

Managed all financial operations, supporting executive leadership with critical financial decisions.

Prepared financial statements, forecasts, cash flow statements, and created financial models, ensuring compliance with legal requirements.

Negotiated mergers and acquisitions, contributing to organizational growth and expansion.

COCA-COLA ENTERPRISES INC., Account Payable Manager 03/2001 - 12/2003

Manage two divisions of Account Payable Dept personnel.

Supervise 18 Account Payable Processors, train and divide job duties for new hire A/P Processors.

Audit check preview and checks register report, audit A/P invoices 138000 to 142000 monthly and handle monthly closing.

Handle the major check run weekly. (7000 to 8000 checks per day).

Assist with updating and reporting on special projects and member services.

Guide, coach, mentor and develop accounting team members to support growth of business unit accounting.

Prepare Fixed Assets for monthly depreciation expense, prepare and record all monthly AP transactions, Journal Entries and Deferred Revenue.

E-TAK INC., Sony Corp (Parent Company) AP & Sales Tax Supervisor 06/1998 - 02/2001

Managed Account Payable and Sales Tax Dept

Monthly A/P aging report, accrual report, month-end report, and financial statement.

Audited check preview and checks register report.

Resolved all A/P problems and supported Solomon system for A/P, A/R and Payroll Dept.

Handled wire transfers and bank draft checks to eleven worldwide locations.

Supported G/L Dept. for balance sheets, trial balance and prepare journal entries.

Handled filings sale-tax nationwide, Canadian sales-tax and reconcile sale tax accounts.

DHL Airways, Inc. Senior Accounting Administrator 05/1993 - 05/1998

Managed month-end process and prepared accrual reports using AS 400 JD Edwards accounting software

Supervised the purchase order desk, overseeing three clerks and ensuring efficient processing of 3,200 to 7,200 invoices monthly

Oversaw $60 million in annual cash flow management and maintained accurate records for 2,200 vendors.

Trained fourteen accounting clerks, enhancing team productivity and knowledge

Handled general ledgers entries, including 12,200 detail lines per month, accounts reconciliation, and account coding verification.

EDUCATION

Bachelor of Science in Finance/Accounting

San Francisco State University, CA

Advanced Studies

Business Advanced Finance/Accounting, UC Berkeley, CA

Certifications

J.D. Edwards, Oracle AS400, SAP System Courses, Microsoft Dynamics

Certificate of Merit: Organizing and Managing Accounts Payable, Palo Alto, CA

Certificate in Philosophy and Psychology, Yale University

SKILLS

Technical Proficiency: JD Edwards, AS400, Oracle NetSuite, SAP, Microsoft Dynamics, QuickBooks (Desktop/Online), PeopleSoft, Great Plains, ADP Payroll, Paycom, Bill.com, Workday, SQL, Power BI.

Advanced Excel Skills: Pivot tables, macros, data analysis, financial modeling.

Financial Management: Budgeting, forecasting, cash flow management, internal controls, compliance.

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