Accomplished Accounting and Finance Leader

PATRICK D. CRAFT, MBA

*** *. ********** *****, *******, CA 92808

714-***-**** Home Phone

310-***-**** Cellular

*******@***.***

OVERVIEW

An experienced, accomplished financial and accounting executive, who has worked extensively within both the corporate and non-profit sectors, while also experienced in daily operational activities.

HIGHLIGHTS OF QUALIFICATIONS

● Has twenty years of experience, while holding positions of increasing scope and responsibility.

● Strong background in many areas including financial management, strategic planning, staff training and development, budget planning and administration, financial analysis, forecasting, audit coordination, government and tax reporting, regulatory compliance, and report preparation.

● Well-versed in managing smooth, efficient, and cost-effective operations, while seeing that all organizational and project goals are consistently met.

● Adept in taking over underperforming operations, enacting new programs and processes, and in seeing all entities to their maximum operating potential.

● Experienced in the management and ownership of banking, lending, insurance, investment, legal, and external auditing relationships.

● Has trained, supervised, and mentored all levels of personnel, and is proven in seeing all personnel to

their peak potential.

● Comfortable in both accrual- and fund-based accounting environments.

● Strong knowledge of Title IV and A-133/Uniform Grant compliance regulations.

● Comfortable communicating with senior executives/Board of Directors.

PROFESSIONAL EXPERIENCE

Riverside Community College District, Riverside, California

Interim Financial Services Manager – (10/2024 – Current)

Assume leadership of three work groups within the Financial Services Department: Accounts Payable; Auxiliary Business Services and Administrative Support. Perform accounting and reporting duties as requested including primary aspects of Financial Statement Reporting, Foundation Activities, Credit Card Reporting and Travel and Reimbursement programs. Other areas of current responsibility include:

All elements of Cash Control throughout the district.

Financial Train-the-trainer programs.

Creation and review of Policies and processes.

Support for annual fiscal audit.

Issuance of vendor tax documentation.

Administrative control of Concur Travel Reimbursement System.

Prepare financial statements for multiple entities.

Prepare P&L reports, analyze and report to leadership.

Gain a basic understanding of data structures within Galaxy and Colleague financial systems.

Implement and improve financial systems including On-Base and Concur.

CHAPMAN UNIVERSITY, Orange, California

Associate Controller – (5/2018-1/2024)

Provide operational and strategic leadership to various University financial functions including Accounts Payable, Purchasing, Vendor Management, Debt Service, and International Taxation and withholding, with a focus on controls and loss mitigation. Also provide subject-matter expertise in related areas including Grant Financial Management, Treasury Management and International Operations.

Align University policies with operational needs and external regulatory constraints. Develop, draft, and communicate best practices.

Coordinate transition from highly centralized purchasing model to one that allowed for purchasing decision at point of need. Maintain appropriate level of fiscal controls despite after-the-purchase review and authorization.

Ensure all spending complies with the university -developed budget. Adjust, override, or otherwise address exceptions as needed.

Coordinate with in-country parties to ensure proper financial and legal treatment of international activities. File international tax returns and other documents as required.

Communicate and educate all international Speakers, Fellows, Employees and other service providers to ensure proper tax treatment of payments. Issue and file international tax documents (form 1042-S) to all appropriate parties.

Oversee Purchasing Card programs with approximately 530 active cards.

Fully implement dormant Concur travel program university wide.

Develop and deliver financial training programs both live and on-line/on-demand.

Coordinates with Research Operations team to ensure proper recovery of direct- and indirect costs on recognized research grants.

Provide detailed audit and financial statement support.

Complete various industry-typical data reports as required.

CHARLES R. DREW UNIVERSITY OF MEDICINE & SCIENCE. Los Angeles, California

Controller – (2016–5/2018)

Interim Controller – (2015–2016)

Assistant Controller – (8/2011-2014)

Designated an Historically Black Graduate Institution, CDU is a private, non-profit university and research center, which focuses on medical education and other related disciplines. Responsible for daily financial and accounting operations, training and supervision of support staff, process and procedural development, general ledger maintenance and analysis, establishing receivables and collections policies, managing internal and external audits including Financial, A-133 and Contract audits, managing system improvements and upgrades, and report preparation.

Oversee all general ledger, treasury, disbursement and finance operating and compliance activities, including all grant accounting functions.

Create Financial Statements and P&L Reports

Manage internal and external audits including Financial, Compliance and Contract audits.

Review operating and grant-related expenditures for compliance with budgets, allowability and allocability restrictions.

Manage University endowments totaling approximately $95 Million.

Work through external CPA firm to complete federal and state tax filings.

Develop executive and board level reporting through Finance, Audit and Development subcommittees of the Board of Trustees.

Also oversees all aspects of Student Finance, liaising with Student Services, Admissions and Financial Aid teams, as well as working with grant managers and Principal Investigators to ensure accurate financial activity, reporting, and projection.

Played an integral role in improving internal controls and processes, eliminating all federal audit findings over the course of five years.

Spear-headed the restructuring of Student Financing policies and communications, which reduced delinquent accounts by 72% during a period when revenue growth was greater than 100%.

Collaborated in the design and implementation of financial practice and reporting aspects for a successful new line of business.

Reduced time required to close period from an average of fourteen days to six.

BIG BROTHERS & SISTERS OF GREATER LOS ANGELES, Los Angeles, California

Director – Finance & Operations (4/2010-4/2011)

Responsible for managing day-to-day finance, accounting, and general business operations. Duties included daily operational management, policy and procedural development, managing support personnel, budgeting, forecasting, aged financial audits, tax return preparation, and report preparation. Addressed various general business needs, which included insurance, facilities, legal, and information technology. Also worked with fund development and grant writing teams in identifying potential funding sources.

Created and revised policies and practices, which greatly improved controls, increased efficiencies, and ensured consistent compliance with financial regulations.

Spearheaded the implementation of a new accounting system, which--including recreating a historic general ledger and sub-ledger transactions, resulted in a smooth and efficient accounting operation.

Significant interaction and reporting to Board of Directors.

Detected and resolved an ongoing loss issue within one of the agency’s funding operations and provided hands-on leadership during a serious staffing shortfall.

Created and delivered all Organization Financial Statements.

NATIONAL MOBILE TELEVISION, Torrance, California

Director – Finance & Accounting/Controller (2005-4/2009)

A private-equity backed provider of remote television facilities and logistics. Oversaw finance, accounting, Payroll and information technology departments. Responsible for managing day-to-day operations, staff training and supervision, managing new system implementation, financial reporting, and regulatory compliance.

Managed all banking, lending, insurance, investment, legal, and external auditing relationships, while providing daily cash management, forecasting, and restructuring alternatives.

Presided over an annual operating budget of $120 million, and restructured planning process, which improved the ability to forecast direct costs in relation to revenue fluctuation by 14%.

Played an integral role in the successful recapitalization and equity partnership transactions.

Senior Business Analyst (1/2002-2005)

Responsible for conducting account analysis, audit information preparation, budgeting, forecasting, internal reporting, and other accounting-related functions.

Provided analysis and audit information to executive personnel, with direct report to the Board President.

Developed collaborative budget process for all divisions across all corporate entities.

Also served as internal consultant, troubleshooting diverse operations.

LEGOLAND, Carlsbad, California

Supervisor – Financial Analysis & Operations Support (1/1999-1/2002)

Responsible for managing department operations, staff training and development, managerial reporting, overseeing internal audit and financial analysis programs, and other related assignments.

Established, monitored, and implemented cash handling and revenue accounting programs.

During tenure in position, expanded role to cover various entities in the U.S. and overseas.

Created and delivered preliminary P&L reports to executive team.

KNOTT’S BERRY FARM, Buena Park, California

Accounting Supervisor (1998-1/1999)

Responsible for managing day-to-day accounting operations, staff training and supervision, workflow coordination, staff evaluation, regulatory compliance, and other managerial functions.

Personally oversaw revenue accounting, sales audit, and billing departments.

Ensured that all departments consistently met all productivity goals.

Financial Analyst/Auditor (1997-1998)

Worked with Knott’s Finance Division. Responsible for financial analysis, auditing work, and handling a wide variety of special projects.

Created an operating group within division which identified and prevented both internal and external losses within companywide sales locations.

Operations Supervisor – Cash & Ticket Control (1993-1997)

Responsible for overseeing all cash and ticket control operations, while also providing operations management support for company’s day-to-day activities.

EDUCATION

UNIVERSITY OF CALIFORNIA, IRVINE, Irvine, California

Masters of Business Administration.

UNIVERSITY OF REDLANDS, Redlands, California

Bachelor of Science in Business and Management.

COMPUTER SKILLS & EXPERTISE

Microsoft Professional Office Suite.

PeopleSoft Enterprise Solution, Dynamics/Great Plains Accounting, JD Edwards Accounting, PowerCampus, PowerFaids, Concur Travel and Expense Management, FRX, QuickBooks, Crystal, Xytech, Cognos/TM-1, AS/400, Multi-Dimensional Database (OLAP), and ADP-Payroll

Various cash processing, revenue accounting, and point-of-sale applications.

References available upon request

Contact this candidate