Controller Resume
PROFILE A senior financial officer experienced in both public and private corporate entities with demonstrated management, strategic planning and administrative abilities. Possesses excellent organizational and staff development skills.
Financial • Proficient at developing financial resources, managing corporate assets, providing financial direction and maintaining financial integrity in public and private environments.
• Skilled in all aspects of financial reporting, accounting methods and systems, tax planning and filing, cost accounting, risk management and treasury functions.
Strategic Planning • Adept at defining goals, developing successful strategies, implementing tactics, program execution and staff motivation, as well as measuring results and modifying plans to accommodate changing situations.
• Expertise in seeing trends and forecasting future direction as well as positioning corporations to take advantage of changing market place. Plans growth, determines near and long-term goals, and develops successful financial and operational strategies.
Management • Experienced management team participant from start-ups through transition of services and reorganization including mergers and acquisitions.
• Experienced administrator of effective organizational structures including selection and training of key personnel.
EXPERIENCE
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Arrow Sign Company Oakland, CA
CORPORATE CONTROLLER
• Managed accounting, payroll, loan, collections and contract control departments.
• Managed a $ million pension/profit sharing and (K) portfolio.
• Developed, negotiated and managed $. million line of credit.
• Successfully collected $, in past due accounts.
• Wrote management tool that is an accurate daily cash report analysis.
• Formulated financial reporting system which provided in-depth analysis of assets and liabilities
including ROI. Significantly increased profits.
• Consolidated two separate profit sharing investment portfolios into one and internalized the
distribution of money for roll-overs.
• Debugged accounting software to create proper reporting of financial position.
Multiple Contract Positions East Bay Area, CA
CORPORATE CONTROLLER (CONTRACTOR)
• Successfully collected $ million on major accounts that were past due.
• Developed budgets with environmental engineers of major corporations.
• Brought projects back into contract compliance.
• Developed and implemented labor, time and material rate changes based on the SF GNP’s annual increase in a fluctuating market.
• Dramatically reduced write-offs to less than $K per year.
• Developed internal controls to monitor expenditures on all active projects.
• Managed accounting, payroll, loan, collections and purchasing departments.
WRMS Engineering, Inc., Walnut Creek, CA
ACCOUNTING MANAGER (Contractor)
• Reconciled all the Balance Sheet accounts to allow for an annual outside audit.
• Strategically handled collections. Brought in several millions.
• Managed accounting, payroll, loan, collections and contract control departments.
• Managed accounts payable, accounts receivable, billings and processed payroll.
• Presented cash flow standing to CEO, vice-president and CFO daily.
BWC Mortgage Services San Ramon, CA
ACCOUNTING SUPERVISOR/MANAGER
• Calculated commissions to loan officers according to their contracts. Paid them accurately in
a timely manner. Brought current the outstanding debt from appraisers.
• Built warehouse department into a lending institution. Designed and set up tracking reports for
monitoring conventional loans that were funded, shipped, and purchased. Trained staff.
• Reconciled accounts with up to $ million in/out flow per month per account. Developed tool
for this exacting process.
• Strategically assisted the CEO in opening branches. Negotiated agreement with major courier
service (Transbox) to deliver and pick-up inter-company correspondence and borrowers files.
FiNet.com Inc., parent company to Monument Mortgage Walnut Creek, CA
ASSISTANT CONTROLLER
• Strategic member of team that took FiNet from a privately held company to a publicly traded corporation on NASDAQ. Issued stock, obtained investors, assisted the CEO’s in assembling a
Board of directors.
• Complied first time budget for the publicly traded corporation. Interfaced with managers from every department and subsidiary.
Premier Foods, Inc., Richmond, CA
ACCOUNTING MANAGER
• Developed and implemented payroll and return goods procedures with internal controls.
• Managed and oversaw financial systems, facilities, assets and computer capabilities.
• Successfully reduced the total outstanding debt from % to %.
Dreyers Grand Ice Cream, Inc. Oakland, CA
CORPORATE ACCOUNTANT (Contractor)
Brought in on an interim basis to assist the accounting team during computer system conversion.
Retained for year due to outstanding performance.
• Managed accounting systems for four profit centers.
• Assisted in the corporate wide computer conversion.
Chevron USA Concord, CA
UPSTREAM COMPTROLLER
Lindquist & Company CPAs San Ramon, CA
PUBLIC ACCOUNTANT/TAX & AUDIT ACCOUNTANT
AFFILIATIONS National Association of Certified Valuation Appraisers (NACVA)
State of California DEPARTMENT OF REAL ESTATE Salesperson License
State Board of Accountancy working on Certification in Public Accounting (CPA License)
Certification in Conflict Resolution and Family Law and Mediation
EDUCATION M.A., Industrial Organizational Behavior and Development, Psychology,
University of Houston, Texas, . GPA
B.S., Business Administration, Option Accounting,
California State University, Hayward, California, . GPA
REFERENCES Personal and professional references available on request.
