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Work Background
InnoVision Marketing GroupVice President of Finance
Jan. 2023San Diego, California, United StatesEssential Finance VP and OPCO member tasked to analyze and execute everyday financial activities for ten separate business entities while providing advice and guidance to the CEO on future financial projects and plans. Provide strategic leadership in the valuation and analysis of existing entities across the Marketing, Production, and Real Estate industries while leveraging expertise in industry regulations, documentation standards, and best practices in private companies, structured loans, and real estate holdings. Build and maintain strong relationships with clients, vendors, and executive leadership.
InnoVision Marketing GroupDirector of Finance
Jul. 2020 - Mar. 2023San Diego, California, United States- Monitoring the day-to-day financial operations within the company, including both A/P and A/R. - Preparing weekly, monthly, and annual executive reporting and presentations as requested by CEO. - Managing the financial accounting, monitoring, and reporting systems. - Ensuring compliance with state and federal accounting policies and regulatory requirements. - Organizing workload to meet multiple scheduled deadlines monthly for all reporting and projects - Ensuring proper submission of annual taxes and required reporting through third parties as necessary. - Assisting CEO in one-off, business-related projects as needed. - Evoking team participation through positive and consistent coaching. - Setting leadership examples by engaging in all meetings, both in person and virtual, including
active listening, providing feedback, and offering ideas whenever appropriate.
Pretzel Logic ProductionsVice President of Finance
Jul. 2020- Ensure proper submission of annual taxes and required state and federal reporting - Assisting CEO in one-off, business-related projects as needed.
- Facilitate and track business administration, insurance needs, and required licensing
- Manage the accounting and finance functions over the life-cycle of all productions
- Oversee production accounting functions to ensure compliance with company guidelines
- Work with GM to drive accurate, complete, and timely cost reporting and tracking of show assets
- Work closely with Production, Legal, and Business teams to review and track budget vs spending
- Manage cash flow and funding schedules
- Manage and administer budget templates following production requirements
- Ad hoc analyses and projects as required
Technidea CorporationSr. Accountant/HR Manager
Oct. 2018 - Jul. 2020Escondido, CAContracted accountant (Silverleaf Business Services) for an innovative manufacturing company that produces a unique High Precision Altimeter the ZIPLEVEL Pro-2000. Daily responsibilities include AP/AR tasks in QuickBooks, including invoicing, payment approvals, and weekly check runs. Reconcile all Money Market, CC and business banking accounts.
Maintaining vendor files and documentation while managing various accounting spreadsheets for revenue reconciliations, payroll, and California Sales & Use taxes. Manage and reconcile inventory transactions, assist with month-end close, process and track payroll and payroll taxes using Quickbooks. HR duties include collecting and reviewing employee information, working hours, and calculated wages. Prepare and process employee payments, and maintain accurate payroll records, resolving any payroll discrepancies.
Doris Dean A skin BoutiqueBusiness Consultant
Sep. 2017 - Sep. 2019Solana Beach, CAContracted Consultant (Silverleaf Business Services) - Interpretation of financial reports, provide expertise on (projected) Revenue vs. Expenses.
- Project and maintain acceptable payroll commitments
- Use financial plans for spotting trends, measuring productivity and monitoring progress. - Control ongoing service and product margin analysis to ensure profitability. - Implement opportunities for managing operational costs and boosting the bottom line. - Develop procedures for accurate inventory control and monitoring. - Implement full Spa product and service purchasing standards and ensure compliance. - Administer staff and client scheduling for maximum revenue generation and profitability. - Develop a Recruitment Kit for effective recruiting, screening, interviewing and hiring. - Develop Value Packed Proposals and maintain internal staff retention programs. - Implement ongoing skills training to ensure service standards are being upheld.
Prime WellnessManager/Business Professional
Aug. 2016 - Apr. 2021Recruit, train, and supervise staff for two Naturopathic Clinics. Managing all business projects to maintain effective budgets and efficient business operations. Bookkeeping and financial reporting for both locations using Quickbooks online. Coordinate business director’s calendar, scheduling meetings, lectures, events, and business travel. Act as liaison between employees, peers, and patients effectively representing the director to others through exceptional written, verbal, and interpersonal communication skills. - Documenting and writing all Company Policies and Procedures, ensuring distribution and compliance
- Organizing advertising campaigns increasing business by 30%.
- Increased business which resulted in the expansion of staff to take on new patients
- Negotiating contracts for our mobile injection clinics in Orange and San Diego County
- Initiating new technologies into the office to streamline processes and increase efficiency: EHR, Practice Fusion, Microsoft, Quickbooks
Silverleaf Business ServicesOwner/Business Professional
May. 2015 - Jul. 2022Southern California- Financial Analytics/Modeling and Industry Comparisons
- Financial Valuation
- Monthly, Quarterly, and Yearly Financial Reporting
- Year end 1099-misc/1099-Div/W2 preparation and filing
- HR Management and new employee on-boarding
- Payroll, Payroll Taxes, Bonuses, Dividends, and Profit Share payouts
- Filing Sales & Use taxes, and other required business filings with state departments
- Expense report and reimbursement processing
- City and state licensing renewal
- QuickBooks setup and training, chart of accounts customization
- Customize form templates (i.e. estimates, invoices, statements, sales receipts)
- Run and/or customize QuickBooks reports
- Create paperless filing systems using cloud based storage
- Support for tax professionals and financial audits
- 3rd party software discovery and integrations (i.e. bill.com, dropbox, box.com, expensify)
Massage EnvyAssistant Director (5 Locations)
Nov. 2010 - May. 2016San Diego County (Mission Valley, UTC, San Marcos, Vista, Oceanside)Recruit, train, and supervise new employees as well as a team of managers while overseeing operations at five separate locations. Organize scheduling and payroll while monitoring daily sales, operating summaries, and KPIs. Facilitate weekly manager meetings and quarterly staff meetings at each location with attendance of up to 150 employees. Key Accomplishments: - Improve customer satisfaction and boost repeat business and referrals by ensuring customer engagement, through responding to guest surveys and emails and handling any issues or concerns quickly and efficiently. - Reduce costs and maximize revenue through accurate forecasting for all spa locations and effectively handling a budget of more than $40K a month for skincare products, office supplies, therapist supplies, spa equipment, hiring, events, and retail. - Increase membership sales and guest retention by analyzing KPIs, conducting market research and competitor analysis, and implementing strategies on yield management. - Consistently exceed goals for retail sales, gift card sales, and front desk sales, surpassing objectives year-over-year for three consecutive years. - Communicate and implement new policies in compliance with California State law for paid time-off, insurance, and compensation packages. Support company re-branding efforts, including a larger focus on driving revenue through events and new marketing platforms.
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