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Work Background
Montecito Water DistrictOutsourced Business Manager
Apr. 2021Montecito, California, United StatesLocal Government Water Utility. Financial Controller responsible for upgrading ERP and maintaining accounting systems, fund accounting, Capital Improvement accounting, periodic compliance reports. financial statements. cash flow and budget creation. payroll oversight, Rate setting studies, and Total Compensation studies. Human Resources oversight, and annual audit. Manage Customer Service Representatives/Billing clerks; Accounts Payable/Payroll Specialist; Financial Analyst and Human Resources/Admin Clerk.
Edward & Sons Trading Company, Inc.Outsourced Financial Controller
May. 2020 - Jun. 2021Carpinteria, California, United States
Abelleti IncBusiness Owner
Mar. 2020Santa Barbara, California, United StatesController and General Business Services bringing small business taxpayers quality financial management oversight and training.
Isla Vista Recreation & Park DistrictFiscal Officer
Jan. 2016 - Jun. 2020United StatesGovernment Administration. Fiscal Officer at Local Government Special District responsible for day to day general fund accounting through reviewed government fund annual statements, government compliance reporting, payroll processing, HR support, budgeting, forecasting and cashflow management.
MACC ConstructionOutsourced Controller
Sep. 2015Santa Barbara, California, United StatesProvide full accrual construction Controllership services.
Patchi USAOutsourced Financial Controller
Jan. 2014 - Dec. 2016Goleta, California, United StatesInternational E-commerce Specialty Chocolate. Financial Controller responsible for general accounting, inventory counts and costing using FIFO, payroll processing, Human Resources and financials through annual audit. LLC sold to Patchi Industrial.
Santa Barbara International Film FestivalOutSourced Financial Controller
Jan. 2007Santa Barbara, California, United StatesNon-profit Organization Management. Financial Controller responsible for accounting systems, general accounting, periodic compliance reports. financial statements. cash flow and budget maintenance. payroll processing, Human Resources oversight, and annual audit.
Koolaburra, LLCOutsourced Business Controller
Jan. 2007 - Dec. 2014Santa Barbara, California, United StatesInternational E-commerce Apparel & Fashion : General accounting; accounting system/general ledger, cash flow analysis, budgets and forecasting, human resources oversight, commissions, lender relations, annual review. Sold to Deckers Outdoor Corporation.
Office Logistics InternationalPrincipal
Jan. 2005 - Mar. 2020Santa Barbara, California, United StatesController and Bookkeeping Services Incorporated into Abelleti Inc. Principal running a boutique operation dedicated to bringing quality small business firms exclusive financial management oversight and training at their place of business. Services include financial analysis, business systems and controls, reporting, compliance, payroll processing and oversight, Profit & Loss review, Cash Flow oversight and planning, short term and long-term Sales & Budgeting projections and long-range forecasts on Profit & Loss scenarios and anticipation.
JM Development, Construction and InvestmentAccounting Manager
Jan. 2004 - Dec. 2007Single Family Home Builder/Investor/Realtor: Accounting Manager responsible for overseeing day-to day General Contractor operations for 24 LLCs and LPs and managing four staff member.
William Levy Investments LLCFinancial Controller
Jan. 1998 - Dec. 2004Santa Barbara, California, United StatesCommerical Real Estate Development: Day-to-day general accounting through reviewed financials, forensic accounting; budgets; projections; cash flow analysis; general accounting; Human Resources; reporting; Investor accounting, oversight of 20+ real estate partnerships, property management general accounting and audit oversight.
GP Machining IncOutsourced Startup Manager
Jan. 1997 - Dec. 1999Buellton, California, United StatesAerospace Machining. Business Controller responsible for set up and implementation of the business accounting software and work flow processes and controls along with cash flow, forecasting and budget systems for the then start up. I was also responsible for training the current general accountant. The business has done very well and has grown while retaining the systems I created.
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