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Work Background
Financial Controller
McCoy ManagementFinancial Controller
Apr. 2025
Controller
Beene Holdings IncController
Mar. 2024 - Apr. 2025Athens, TN• Manage all aspects of financial reporting, including preparation of monthly, quarterly, and annual financial statements • Implemented and maintained internal controls to ensure accuracy and integrity of financial data • Led the budgeting process, working closely with department heads to develop accurate forecasts and monitor performance against targets • Oversaw accounts payable and receivable functions, ensuring timely processing of invoices and collections • Collaborated with external auditors during year-end audits to provide necessary documentation and resolve any issues identified • Analyzed variances between actual results and budgeted amounts, providing insights on areas for improvement or corrective actions needed • Provided strategic financial guidance to senior management team based on analysis of key performance indicators (KPIs) • Ensured compliance with all applicable accounting standards, regulations, and tax laws • Supervised a team of accountants responsible for day-to-day finance operations including general ledger maintenance and reconciliations • Collaborated cross-functionally with departments such as sales, marketing, and operations to analyze profitability metrics • Managed the annual external audit process, ensuring timely completion and accurate reporting of financial statements • Prepared financial forecasts and projections to support business planning initiatives • Provided Cost Accounting for our Manufacturing Entities • Managed insurance policies to mitigate risks associated with property damage or liability claims • Participated in strategic planning sessions to align financial goals with overall organizational objectives • Presented financial reports and analysis findings to executive leadership team during regular meetings or board presentations • Monitored cash flow position regularly, implementing strategies as needed to optimize working capital management
Staff Accountant
SkuidStaff Accountant
Jun. 2023United States
Accountant
CSMC - Charter School Management Corporation, Inc. (CSMCI)Accountant
Apr. 2017 - Jun. 2023Temecula, CAEstablish solid foundation for success for this back-office financial and business provider for over 230 charter schools nationwide. Manage accounting functions including SEC and other external and internal financial reporting for 12 clients while partnering directly with clients and senior business managers. Ensure ongoing communication and quality control with a focus on improving customer service. Assist with accounts payable services including vendor invoices, check requests, financial activities, and vendor files; assist with all financial reporting to clients’ chartering agencies. Enhance efficiency and productivity by directly interfacing with clients, authorizers, teammates, and other stakeholders for inquiries and information gathered through phone, in-person meetings, and electronic communication. Prepare and review general ledger entries for accuracy and balancing; prepare year-end journal entries including accruals and depreciation. Prepare and maintain financial reports and accounting electronic files for bookkeeping purposes; highly skilled in performing bank reconciliations, preparing payroll journal entries, and monthly financial statement preparation. Oversee GAAP research and guidance and consolidated budgeting and forecasting.
Office Assistant II
Riverside County Department of Public Social ServicesOffice Assistant II
May. 2015 - Apr. 2017Perris, CaDemonstrated communication skills for this public social services office focused on managing community aide. Assisted customers with eligibility, county services, and redetermination paperwork. Served as Department Safety Representative.
Manager of Special Events
The HideawayManager of Special Events
Oct. 2013 - Jun. 2014La Quinta, CaManaged special and private events for this private golf and country club. Coordinated full event staff. Managed daily reports, end-of-day drops, accounts receivable, and vendor payments within a fast-paced, high-profile environment. Generated stability by planning, coordinating, and executing events in close partnership with members. Applied strong leadership talents to successfully partner with Director of Food and Beverage and Executive Chef within house event planning. Ensured quality execution by partnering with outside vendors; processed purchase orders and invoiced clients.
Private Event & Food and Beverage Director
Club Corp Of AmericaPrivate Event & Food and Beverage Director
Oct. 2011 - Oct. 2013Palm Desert, CA.Managed and directed the scheduling of personnel. Managed the hiring and development of all service staff. Implemented various training programs to the service staff. Responsible for the day to day food and beverage operation with continual interruptions with ever changing priorities. Worked with the membership day to day. Booked and coordinated private events for 10 to 250 people. Booked Golf and Tournament outings for 4 to 120. Prepared meeting agendas and maintained appointment calendars. Established and maintained relations with clients and vendors. Prospected and solicited leads via cold calls, networking and door to door marketing. Ensured proper contracts were signed, deposits and payments collected in a timely manner. Responsible for club marketing via print, social media, telemarketing and networking events. Handled the end of day cash drops, AR/AP and financial reports. Worked with outside vendors regarding client orders, process purchase orders and invoice clients. Responsible for all Food and Beverage Financials. Work with the Executive Chef to establish menus.
Assistant Director Of Food And Beverage
Escena Golf ClubAssistant Director Of Food And Beverage
Oct. 2010 - Oct. 2011Palm Springs, CaResponsible for the day to day food and beverage operation. Booked and managed Weddings ranging from 50 to 330 guests. Booked and managed golf outings and tournaments ranging from 4 to 120. Secured all contracts, deposits and payments in a timely manner. Worked with the clubs Food & Beverage Committee to create events. Manage the food and beverage staff and write the weekly schedules. Accountable for making sure that membership is actively engaged and connected. Responsible for holding staff members accountable to our service culture. Coaching and counseling the staff including hiring and termination. Responsible for the clubs end of month financial reports, AR & AP, Monthly Credit Card Reconciliation, cash flow management along with daily and weekly reports. Attended and participated in Member, corporate and management meetings monthly. Worked with the Chef in creating both restaurant and banquet menus. Assisted in writing the annual budget. Responsible for ordering, inventory and COS of food, beer, wine & liquor.
Private Event Director
Heritage Hunt Golf and Country ClubPrivate Event Director
Oct. 2008 - Oct. 2010Gainesville, VirginiaResponsible for the private events sales, networking, and marketing. Set-up and running of events. Managing banquet staff. Working with and booking of vendors. Ordering necessary event equipment and rentals. Working with clients and chef on event menus.
Director of F&B
Blue Star Resort & GolfDirector of F&B
Jul. 2007 - Aug. 2008La Quinta, CA
Lead Bartender
The HideawayLead Bartender
Sep. 2005 - Jun. 2007La Quinta, CaServed cuisine in there Fine Dining restaurant and tended bar. Responsible for all event/banquet bar and bar staff. Responsible for inventory and liquor orders. Responsible for providing excellent customer service
Restaurant Manager
Fisherman's Market & GrillRestaurant Manager
Aug. 1999 - Jul. 2005Palm Desert, CaManaged all day to day operations. Created all operating policies and procedures. Worked with the local businesses to set up discount and incentive programs. Responsible for COGS, labor, budget, all food and beverage ordering and maintaining of par levels. Handled all daily cash drops, bank deposits and financials. Trained and assist with new location set up.
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