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Work Background
Chief Financial Officer
Apex HoldingsChief Financial Officer
Nov. 2022 - Nov. 2023Scottsdale, ArizonaManagement of Finance, Human Resources, Legal and Treasury departments while participating in key decisions as a member of the Executive Management Team and holding individuals.
Business Owner
E&K Consulting LLCBusiness Owner
Jun. 2020Los Angeles, California, United StatesOur focus is working with companies to help them grow, improve, and strengthen their current position by identifying, addressing, and overcoming specific obstacles. The three areas of emphasis are Financial, Operational, and Strategy and Management.
Chief Financial Officer and Business Manager
The Dream Center Chief Financial Officer and Business Manager
Oct. 2017 - May. 2022Los Angeles, CaliforniaAssist in formulating the company's future direction and supporting tactical initiatives Monitor and direct the implementation of strategic business plans Develop financial strategies Manage the capital request and budgeting processes Develop performance measures and monitoring systems that support the company's strategy Participate in key decisions as a member of the executive management team Maintain in-depth relations with all members of the management team Manage the accounting, human resources, facilities, legal, tax, and treasury departments Manage construction projects and capital investment into the facility Oversee the financial operations of subsidiary companies Manage any third parties to which accounting, or finance functions have been outsourced Oversee the company's transaction processing systems Implement operational best practices Oversee the issuance of financial information Personally, review and approve all financial statements Report financial results to the board of directors Understand and mitigate key elements of the company's risk profile Monitor all open legal issues involving the company, and legal issues affecting the industry Construct and monitor reliable control systems Maintain appropriate insurance coverage Ensure that the company complies with all legal and regulatory requirements Ensure that record keeping meets the requirements of auditors and government agencies Maintain relations with external auditors and investigate their findings and recommendations Monitor cash balances and cash forecasts Arrange for debt financing and equity financing
Financial Consultant
DLC IncFinancial Consultant
May. 2017 - Sep. 201721800 Oxnard St. Suite 980, Woodland Hills, CA 91367Deployed: Business Manager, Torrance, CA (L3 Technologies) Assist the Program Manager and product team in contract execution: prepare financial documents for internal and external reporting, leading estimate to complete efforts and analyze cost, variance and estimate to complete reports. Report financial status to division management in monthly Operations Reviews. Assist in Earned Value Management (EVM) on designated programs: can include internal reporting on SPI/CPI or external/customer requirement of CPR (Cost Performance Reporting). Coordinate, prepare, and analyze various periodic financial reports and data for Product Team Management including percent complete accounting, program & product line profitability, working capital and job-based cost accounting. Coordinate Estimates at Completion (EACs) on programs to reflect actual costs incurred and estimates to complete the remaining work on the program. Assist the Program Manager with project kick-off: review the contract to determine financial reporting requirements, assist in the development of the work breakdown structure, prepare the budgets and the financial section of the program plan. Prepare detailed program and Product team budgets and updated projections for monthly sales, margin, and cash receipt forecasts. Develop and assist in negotiating Performance Based Payment (PMB) plans or other financing plans for proposals (when required) to drive favorable cash position.
Manager of Financial Planning Analysis
Meggitt Control SystemsManager of Financial Planning Analysis
Apr. 2016 - May. 2017Meggitt Control Systems - North Hollywood-Manages, prepares, administers, and directs the control of the budget. -Manages the activities of the financial analyst staff. -Reviews and approves recommendations for financial planning and control, providing relevant fiscal information to executive management team. -Monitors department adherence to approved budget. -Develops and evaluates personnel to ensure the efficient operation of the function.
Sr. Financial Analyst
Meggitt Control SystemsSr. Financial Analyst
Mar. 2015 - Apr. 2016Meggitt Control Systems - North Hollywood-Responsible for program control and administration involving monitoring and recording of labor and material charges. -Analyzes problems, determines approach, compiles and analyzes data, and prepares reports/recommendations. -Provides Variance Analysis and Quarterly EAC support for programs -Performs complex financial/administrative reporting for programs -Assists in preparation of the program financial data and presentation package -Develops financial controls, procedures, systems, and forecasting -Contacts company personnel at all organizational levels to gather information and prepare Reports -Prepare and review monthly departments spend budget vs. actuals with managers -Standardize and streamline processes to increase productivity and remove waste
Program Cost Analyst
Meggitt Safety SystemsProgram Cost Analyst
Mar. 2014 - Mar. 2015Meggitt Control Systems - Ventura County-Responsible for program control and administration involving monitoring and recording of labor and material charges. -Analyzes problems, determines approach, compiles and analyzes data, and prepares reports/recommendations. -Weekly, monthly, YTD, LTD labor and material tracking -Provides Variance Analysis and Quarterly EAC support -Develops financial controls, procedures, systems, and forecasting techniques to evaluate contract/program status and ensure compliance with government and customer requirements -Performs complex financial/administrative reporting for major contracts and/or programs -Program Review preparation: Assists in preparation of the financial data and presentation package; Liaison to the Finance Department -Contacts company personnel at all organizational levels to gather information and prepare reports
Cost Accountant
Meggitt Safety SystemsCost Accountant
Sep. 2013 - Mar. 2014Meggitt Control Systems - Ventura County-Manage financial analysis and report savings for Continuous Improvement projects -Manage financial analysis and report savings for Value Added projects -Standardize reporting process for Continuous Improvement and Value Added projects -Calculate government and commercial overhead rates -Financial analysis of special projects as needed
Accountant
Los Angeles Dream CenterAccountant
Mar. 2010 - Aug. 2013The Dream Center-Manage A/P and A/R accounts -Manage deposits -Reconcile all bank accounts and credit card statements -Classify income and expenses and make entries in QuickBooks -Manage petty cash -Create month end and quarterly reports

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