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Accountant/Financial Analyst/Financial and Accounting Management

Chino Hills, CA, 91709
$55.000 to $75,000
November 04, 2009

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***** ***** ***** ****

Chino Hills, California 91709


OBJECTIVE: Seeking a Financial/Accounting position with a quality company allowing me to utilize my knowledge and technical expertise to contribute to its growth and development.

EDUCATION: B.S. Business Administration, California State University at Long Beach

Accounting and Finance


1999-2009 UTILITY TRAILER MANUFACTURING CO. (Manufacturer of semi-truck trailers)

City of Industry, CA

Financial Analyst (Reporting to CFO)

• Responsible for corporate Cash Management, Maintain working relations with lending banks and other institutions, Instrumental in Installation of new bank cash management system, Responsible for providing required reporting to lending banks and institutions, Provide top management with Cash Flow analysis, forecasts and recommendations, Responsible for Collections from company dealers, Financial analysis of company dealer’s financial statements, Prepare quarterly analysis of investments in affiliated companies including LLC’s, Maintain working relationships with and provided data to the company dealer’s finance companies, Provide accounting department with detailed cash management and investment transaction detail, Perform special projects.

1993-1999 Financial/Accounting Consultant, Self-Employed

Accounting, Financial and Installation of Financial and Administrative Systems for

many small to medium sized businesses (Annual Revenues $2 - $500 Million) such as:

• Enhanced and updated PC based budget system and prepared annual Budget for national producer of Dairy Products

• Performed multi-location accounting and financial reporting for one of nations leading property management firms

• Performed multi-company accounting (including cost), financial reporting and analysis for national producer

of Fresh Juices and Juice products. Coordinated efforts with outside CPA firm and parent Company (Chiquita Banana Co.) and internal auditors and corporate management

• Assisted in conversion from Platinum to Macola accounting system for a national manufacturer of bulletin boards, Responsible for all accounting functions, cash flow & management, lender reporting, monthly accounting close, account analysis, risk management, Assisted with coordinated year-end audit with outside CPA firm.

• Year-end Audit, Analysis and Reporting for a North Orange County National Managed Healthcare Organization

• Enhanced reporting and cash management by creating sophisticated PC based reports via Excel and Access for a

major national truck trailer manufacturer

1985-1993 EXECUTIVE LIFE INSURANCE COMPANY (Parent - First Executive)

(Reorganized by Department of Insurance and Renamed Aurora Life in 1993)

Los Angeles, California

Manager of Financial Reporting and Administration (Reporting to CFO)

• Instrumental in successful installation of MSA (Dun & Bradstreet) accounting and reporting system

• Implemented company’s’ first comprehensive quarterly internal management reporting package

• Introduced sophisticated PC software applications enabling the accounting and financial staff to stream-

line the financial reporting function, resulting in completion of quarterly and year-end reporting and annual

audit in record time

• Installed and administered computerized company Employee Stock Option program and system

• Implemented accounting and reporting systems for the company’s partnership investment portfolio with

book value in excess of $250 Million (primarily Real Estate & Corporate Securities investments)

• Assisted CFO in preparation and coordination of SEC registration statements for many debt and equity public offerings

• Assisted CFO in shareholders relations, coordination with regulatory agencies, and investor relations

• Successfully formulated sophisticated industry comparative analysis which assisted senior management in the

areas of marketing, customer and investor relations, investments, recruiting and other business activities


1983-1985 PRINTRONIX (International manufacturer of high-end printers)

Irvine, CA

Manager of Budgets and Planning

• Successfully implemented corporate procedure for Annual Financial Plan, expense & capital budgets

and interim forecasts

• Implemented comprehensive in-house on-line budgeting system assisting the company’s cost center

managers in projecting departmental budgets, resulting in record turn-around time in preparation and revision

of Annual Plan and Interim Forecasts

• Implemented sophisticated PC based revenue, cost, expense and cash flow forecasting models

• Introduced financial department to advanced PC applications resulting in increased productivity, timeliness

and accuracy

• Successfully implemented and administered cost and expense monitoring program, resulting in significant

company cost reduction

OTHER: High proficiency in all the major PC software applications.

In addition have extensive experience in many accounting and reporting systems such as McCormick & Dodge, Dun & Bradstreet, MSA, AS 400, Platinum, SAP, Macola, Peachtree

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