Financial Analyst Regional Controller

Dear Sir/Madam:

I am a great fit for the position advertised for the following reasons:

Master Business Administration from Loyola Marymount University in 2003

Regional Controller with CVRD/PST a division of SEC traded company of (CVRD/RIO TINTO (NYSE: RIO)

Regional Controller with SEC traded company (Softbank Group Corp. (OTC Markets OTCPK: SFTB)

Regional Healthcare Controller with SEC traded company (Surgery Partners Inc (NasdaqGS: SGRY)

Regional Healthcare Assistant Controller with (PacifiCare Healthcare Systems INC /FHP Intl Corporation)

Senior Financial Analyst with (Evergreen Marine Corporation (Taiwan) Ltd.Taiwan: 2603.TW)

Previous Regional Controller with SEC traded company (Charter Medical Corporation (AMEX:CMC).

Financial Controller with SEC traded company (Kierulff a division of Ducommun (NYSE: DCO).

Published book 2020 MBA Guide to Starting a business ISBN 978**********

Inactive CTEC Registered Tax Preparer License# A164871

Certified Advanced ProAdvisor# 53882473 QuickBooks Online /Desktop Advanced, QuickBooks Ent/POS

Completed the CMA Prep Exam Course at UCLA for CMA Exam part 1 this year.

LinkedIn profile: https://www.linkedin.com/in/chris-saenz-1039045/

I look forward to hearing from you to discuss my qualifications in more detail.

Regards,

Christopher Saenz

Tel: 949-***-****

Email: ***********************@*****.***

Christopher Saenz, MBA

PSG LLC - Irvine, CA

Controller, January 2019 - Present

Private equity firm with real estate property concentration with other domestic and international industries.

Annual Revenue of $120 Million

Manages implementation, training, programming and administration of ERP web-based accounting software for 60+ entities. Includes Residential, Commercial Properties

Provides customized reports to corporate senior executive financial team and provides investors monthly account statements

Reviews and prepares annual audits and monthly financial statement for five corporate entities and partnerships

Manufacture K-1’s annually to investors. Interfaces with auditors and CPA tax accountants to prepare SEC annual and quarterly reports

Designs and implements custom database for executive financial goals, real estate occupancy and budget reporting, sales commissions and executive contact management

Supervises accounts payable, receivables and daily cash flow management

UAG LLC -Orange County, CA

Controller November 2017 to January 2019

Privately held Manufacturers: Apple/Samsung Phone Cases, Apple Phone Straps, Computer Bags/Sleeves)

Annual Revenue of $100 million

Primary custodian for all annual audits, financial operating reports for private LLC corporations acquired by a Venture Capital firm in 2019

Stewarded chargebacks and appeals process with customers such as Amazon, Walmart, Best Buy, Verizon, AT&T, Target, and ecommerce websites

Supervised chargebacks and appeal process with various ecommerce sites

Instituted Cost accounting reports, and profit reports by product lines

Responsible for all financial operations and financial reporting to CEO. Managed and reorganized cash flow, budgeting, and forecasting. Responsible for human resource benefits compliance. Developed custom databases for reporting and analysis of cost data. Supervised accounting and time tracking data entry and reconciliations

Designed, and implemented Resource Planning Management System that provides scheduling of resources and budgets, analysis of labor by project, resource utilization, and profit & loss statements t

Restructured ecommerce reporting, accounts payable and cash flow procedures

Directed Asset Based Line of Credit loan monthly reporting and annual audits

Oversaw nationwide of 3pl warehousing and distribution

Monarch Trading LLC (Beef, pork, lamb, poultry, seafood Distributor)

Controller October 2014 to November 2017

Annual revenue of $450 million

Engineered annual financial records and CPA Big 4 annual audits for two LLC corporations.

Provided monthly operating and financial statements for Board of Directors.

Established Asset Based Line Financing with multiple banks.

Administered monthly Letters of Credits, ACH and Wire transfers for all banks

Piloted Asset Based Line daily cash flow management reports for monthly compliance bank reports.

Pioneered all completed financial reporting conversion from QuickBooks Desktop to SAGE 200.

Developed all financial Policies and Process to established foundation for fiscal management.

Oversaw nationwide of 15 cold storage warehouses and quarterly physical inventories by banks

Estimated Annual revenue of $450 million

Patrick Thomas & Associates LLC-Los Angeles CA

Fractional CFO/ Fractional Controllers Annual revenue of $25 million to $200 million

Fractional CFO/ Fractional Controllers October 2007 to October 2014

Fractional CFO for Lane Davis Designs (Couture Fashion Designer & Manufacturer)

Interacted with Principal investor John Paul DeJoria, owner of Patron Tequila and Paul Mitchell LLC

Managed Couture Store Locations in Los Angeles and New York City.

Administered AR Factoring with customers Neiman Marcus, Saks Fifth Aves, and Bloomindales.

Annual Revenue of $25 Million

Fractional Controller/CFO for Dominique Cohen Designs (Jewelry and handbag manufacturer)

Distribution of designer collections of bridge/high end jewelry and couture handbags

Designer handbags, designer jewelry to nationwide of couture stores and major department stores -Neiman Marcus, Bloomingdales, Bergdorf Goodman and Saks 5th Ave, Nordstrom, and Forever 21

Spearheaded Bridge line Licensing and Royalty Agreement with Target

Annual Revenue of $50 Million

Fractional Controller for Jalate Apparel Company (Apparel Jeans manufacturer)

Executed Purchase order financing for key customers, Burlington Clothing, JC Penny, Target, Sears and Walmart companies.

Annual revenue $200 million

Software Experience

SAGE 100 /Sage 300 Accounting Software

SAGE MAS 90/Sage MAS 200 Accounting Software

Thomson Reuters Tax & Accounting Software

Odoo Accounting Software/Xero Accounting Software

FreshBooks Accounting Software/MYOB Accounting Software

Full Circle Accounting Software

QuickBooks Online / QuickBooks Desktop Advanced, QuickBooks Enterprise/ QuickBooks POS

Salesforce CRM Software

Shopify Ecommerce Platform

Toast Restaurant Management Software

Acumatica Manufacturing ERP Software

Aptean Industrial Manufacturing ERP Traverse Edition

Aptean Apparel ERP Full Circle Edition

Acuity/Squarespace Scheduling Software

Sage Fixed Asset Software/Best FAS

Bar/Scan Asset Management Software

Slack Business Communication Software

Advanced Microsoft Excel (build and manipulate macros, pivot tables, v-lookup),

Yardi Breeze Property Management Software

(TMO The Mortgage Office Software)

Time Value Amortization Software &Financial Calculators

Procare Construction Management Platform Software

QuickBooks Online /Desktop Advanced, QuickBooks Enterprise/Point of Sale

Avalara Tax Compliance Software/ TaxJar Tax Compliance Software

Tableau Business Analytics Platform

Thomson Reuters Tax & Accounting Software

ADP/Paychex/Paylocity Payroll processing systems

Paycom/Paycor Human Resources Management Software

Social Solutions/Bonterra Case Management Software for 501c3 nonprofits

Advanced Microsoft Excel (build and manipulate macros, pivot tables, v-lookup)

Education

Loyola Marymount University-Los Angeles, California

Master of Business Administration Graduated June 2003

California State University Dominguez Hills -Carson, California

Bachelor of Science Degree in Business Administration -Accounting Graduated June 2001

Certifications/Publications

Certified Advanced ProAdvisor# 53882473

Inactive CTEC Registered Tax Preparer License# A164871

Publication - MBA Guide to Starting A Business ISBN 978**********

Certified Management Accounting Candidate Expected 2025 Certification

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