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Work Background
PeopleLinkGroupProject Manager
Jul. 2024United StatesWorking with the tax team to manage the implementation of a new customized payroll tool, external tax management tools and integration in GP. Problem solving coding issues between ML’s (Linux / Oracle) for Bullhorn, Green Shades and Avionte Payroll tax report testing and coding from Avionte to Green Shades within Master Tax.
Formology LabFractional CFO
Mar. 2024United States, Los AngelesWorking with the CEO and CPA to restructure the bookkeeping in QBO and DEAR Inventory system. Building out process and procedure for next level growth. Assisting in Finance Strategy. Oversee daily Controller activities.
Hyer IncProject Manager / Controller
Mar. 2024 - Mar. 2025United StatesWorking with C-Suite to streamline financials. Assist COO in the application of rebuild for NS and new tools with finance tie back. Brought in a team to manage the daily Controller tasks.
Tax management (Avalara implementation) and finance strategy (Tipalti implementation).
ScantronProgram Manager
Dec. 2023 - Oct. 2024United StatesWorking with new Corp Controller to improve the use of current systems in NetSuite. PM new software implementations for system improvement with Tipalti. Train staff on new systems to include bringing in a new Offshore team for support. Partnering with the new Finance Director on systems improvements and optimization of key applications for cost efficiency. Working to restructure NS, as it was poorly implemented, and all new setups are required across all internal mapping, system access and tools.
ABS NetworkProject Manager/ Consultant
Jul. 2023 - Jun. 2024United StatesWorking with the new CFO to streamline controls and accounting operations in QBO. Training offshore team on accounting SOPs for Day-to-Day activities in Ordway. Building SOP’s and training documentation. Assisting in close out of 2-year audit and Avalara clean up. Streamlining multiple API tools for the accounting and sales team.
ThreeByOneFinance Manager
Sep. 2022 - Aug. 2023United States, Los AngelesManaged the transition from 3rd Party Ops to In-House. 5 years of aged AR reconciliation and collection (1MM+) in Xero, QBO and DEAR. 3 years of foreign tax reconciliation. Developed new payment methods and portals to bring aged AR, both Foreign and Domestic current. Streamlined accounting processes. Built out new accounting system in QBO for live data management and BI. Trained staff in systems use. Managed 3rd Party Audit Review. Completed Inventory management in DEAR for prior years.
Nelson LabsProject Manager/ Controller
Sep. 2022 - May. 2023United StatesPM transition from acquisition QB Desktop to NetSuite. Month end close and reporting. Fixed asset reconciliation and management. Depreciation and accrual schedule management. Rev Rec reconciliation. Trained existing team on new SOX processes. Trained new staff on existing processes in QB Desktop. Intercompany reconciliation. Payroll/Bonus reconciliation.
YWCA of the Harbor Area and South BayBoard Treasurer
Mar. 2019 - Mar. 2023United States, San PedroPM restructured the accounting process and converted from QB Desktop to QBO. PM implemented MIP integration for 2 locations, with additional modules to include: Procurement, GASB, Workflow, Forms, Grants. Responsible for reconciling prior year taxes, audits, and state contracts. Developed process and procedures for new funding opportunities.
Manages the state contracts for admin and preschool programs in Procare and MIP. Trained and hired new staff to fill key positions/ roles for growth. Building relationships with other 3rd party groups for funding and support. Updates all software and operating programs for cost saving and transparency. Manages 2 teams with over 15 individuals.
ChemoilProgram Manager
Jan. 2019 - Mar. 2022United StatesProgram manager for several projects to include software implementation, merger, acquisition, port contracts. GL clean up in SAP. Responsible for managing the process with 3rd party auditor. Developed process and procedure for M&A of new entity with existing. Worked with the Data Room team to build internal and external data rooms. Created workbooks with supporting data for managing large scale external FA registers. PM accounting from Great plains to SAP to QBO.
Mapped support for audit with decades old files. Brought more than 75 licenses and permits current through process with M&A. Worked directly with Federal, State and National organizations to provide, documentation and reporting for multiple year clean up. Recommended staff for necessary roles that were hired. Software training and transition in SAP and QBO. Built the new fully custom QBO platform for multiple locations. Prepared a 2-year payroll and benefit audit for the Union. Managed a team of 8.
Envent CorporationFinance Manager
Dec. 2017 - Sep. 2018United StatesResponsible for national contract negotiation and management. Developed Engineering project costing process, analysis, accounting and procedure for New Tesla, Golden State Warrior, and Oklahoma Water resource facilities.
Streamlined AR process to minimize month end close from 3 weeks to 5 days. Worked with Salesforce and IT personnel to establish norms for job and reporting tickets. Developed several reporting matrices to create transparency across divisions. Established credit and billing requirements for new clients. Reconciled international and sales tax liabilities.
Updated QB Enterprise to integrate with Salesforce, Concur, Expensify, ADP. Managed 8 teams of more than 50 individuals.
SNUGTOPContract Controller & AP Specialist
Nov. 2016 - Nov. 2017Long Beach, CaliforniaBrought in after an acquisition to restructure the AP department for 3 months to clean up aging and hire new AP position. Brought back to fill the Controller position for 5 months while recruiting a new Controller. Streamlined closing processes, built procedures handbooks for closing and Controller activities.
Health-Ade KombuchaContract Sales and Marketing Analyst
Aug. 2016 - Oct. 2016Torrance, CaliforniaBrought in to analyze sales and marketing forecasting for an emerging, high volume Kombucha manufacturer. Implemented new BI system, developed advanced Trade Planning, Independent Contractor processes for Brand Ambassadors nationwide, and integrated Sales Planning with Marketing Planning. Hired and trained sales analyst.
Avcorp IndustriesContract Forensic Financial and Inventory Analyst
Dec. 2015 - Jul. 2016Gardena, CaliforniaWas brought in for an International acquisition, to assist the Controller. The new Controller, had no M&A experience, thus I fulfilled the financial responsibility role of the acting Controller for 5 months. The process entailed managing the inventory count, contract manufacturing disputes, training new staff on SAP, training existing staff on SAP, managing the year end audit via E&Y. Monthly closing, reporting, FA analysis and posting, investigating process controls, liaison between the foreign and domestic GM’s, accounting and purchasing. Providing new cost analysis for contract reviews. Scrap analysis and process implementation. Filling remaining accounting roles.
Transparency GlobalCEO
Jan. 2015Contracts include Fiberglass manufacturer, Petro-Chemical storage and pipeline, Aero Space, Tool manufacturing, Bio Pharma, Tech, Marketing, Clothing Wholesale
Kellogg OrganicsController
Mar. 2014 - May. 2015United States, CarsonPM software conversion from QB to SAGE/ Mas 500. Developed BOM and Routing processes for over 40 organic items. Streamlined freight options and costs, as well as managed logistics reporting for clients. Responsible for billing and purchasing reporting and management. Managed a team of 12.
Fierce CostumesCFO/ COO
Sep. 2009 - Jun. 2015United States, Long BeachBuilt Amazon relationship for company buyout. Developed an Inventory management system for cost analysis. Produced drop ships, packaging and shipping pricing (including international shipping and receiving). Operations management to include accounting, payroll and vendor acct management. S/MBOM management using QuickBooks, Sage 100 (formerly MAS 90) and Channel Advisor.
Morry's of NaplesCFO/ COO
Aug. 2008 - Jul. 2009United States, Long BeachResponsible for resolving 4 years of unmanaged debt and taxes. Restructured sales programs to include budgeting, forecasting and footprint analysis. Worked with the DOJ to manage the Chapter 11 process. Recovered $80K in AR in first quarter. PM of inventory management / accounting systems (MS Dynamics). Managed 2 teams of 10 individuals.
PrimericaFinancial Analyst and Planner
Aug. 2006Created national corporate acquisition program with Fortune 100 companies.
Provided financial education and training to clients and staff. Built a team of advisors- responsible for training and education. Taught Securities Licensing courses.
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