I was hired specifically to improve profitability and to resolve long standing problems at this two location manufacturer and distributor of automotive parts. I control the entire finance and accounting functions and have oversight of operation management, HR and regulatory compliance. The biggest challenges have been correcting years of production and accounting data and processes as well as implementing staff changes which have improved production. I spearheaded a Sage 100 upgrade to increase… Show more I was hired specifically to improve profitability and to resolve long standing problems at this two location manufacturer and distributor of automotive parts. I control the entire finance and accounting functions and have oversight of operation management, HR and regulatory compliance. The biggest challenges have been correcting years of production and accounting data and processes as well as implementing staff changes which have improved production. I spearheaded a Sage 100 upgrade to increase productivity and efficiency as well as to improve reporting accuracy of both production and accounting data.Highlights...~Improved profitability by 72% from 2019 to 2020~Reduced backorders and increased revenues by 20%~Identified wasteful spending, saving $30k annually Show less

I steered financial decisions and continually optimized resources for a $6M restaurant group comprised of three locations, including banquet facilities and delivery services. I provided full visibility of the companies’ financial statuses by verifying all transactions, resolving variances, and booking corrections. In addition to generating budgets and forecasts, I mitigated financial and legal risks by identifying and correcting non-compliance issues. I left due to Covid-19 business… Show more I steered financial decisions and continually optimized resources for a $6M restaurant group comprised of three locations, including banquet facilities and delivery services. I provided full visibility of the companies’ financial statuses by verifying all transactions, resolving variances, and booking corrections. In addition to generating budgets and forecasts, I mitigated financial and legal risks by identifying and correcting non-compliance issues. I left due to Covid-19 business disruption.Highlights include…~ Eliminated 1.3K hours of overtime, saving company $20K annually. ~ Discovered and corrected erroneous sales tax computations, saving $20K annually on under-collected tax. ~ Unearthed potential savings of $120K per year by optimizing labor budget; recommended cuts in labor overstaffing and reduced company-wide labor inefficiency.~ Implemented a third-party automated expense and revenue tracking system, reducing accounting time by 20%. ~ Mitigated $100K+ in labor board dispute risk by identifying and addressing non-compliance issues. ~ Optimized use of third-party automated system through detailed analyses to reduce product waste and shrinkage; enhanced procurement pricing and menu pricing, resulting in profit margin increase of 3-5%. Show less

I was initially recruited as in-house accounting expert by the new owners of Sportsmen’s Lodge Banquet following a business sale in 2017. I reported directly to the CFO while controlling all aspects of finance and accounting for a $5M banquet event center and restaurant staffed by ~100 employees. While in this role, I generated budgets, forecasts, cash flow statements, monthly financial statements, quarterly reports for lenders, labor analyses, year-over-year analyses, budget vs… Show more I was initially recruited as in-house accounting expert by the new owners of Sportsmen’s Lodge Banquet following a business sale in 2017. I reported directly to the CFO while controlling all aspects of finance and accounting for a $5M banquet event center and restaurant staffed by ~100 employees. While in this role, I generated budgets, forecasts, cash flow statements, monthly financial statements, quarterly reports for lenders, labor analyses, year-over-year analyses, budget vs. actuals analyses. I provided detailed explanations of variances, as well as ad hoc reports for the management team. Highlights include…~ Designed and launched lean, streamlined Excel-based accounting system for input to MRI; ensured reporting consistency with 122 other companies held by Midwood. ~ Reduced accounting staff 50% while maintaining complete functional capacity. ~ Resolved sales tax complications with CDTFA, amassing $5K in additional savings. Show less

I assumed controller responsibilities over the entire finance and accounting function for Sportsmen’s Lodge Banquet, a $5M, 100-employee banquet event center and restaurant. I administered concurrent duties of assessing business performance and auditing accounting records for the $15M, 200-room Sportsmen’s Lodge Hotel, a sister organization.Highlights include…~ Transformed business from four years of operating at a loss (18.2% in 2013), achieving a 7.2% profit in 2016… Show more I assumed controller responsibilities over the entire finance and accounting function for Sportsmen’s Lodge Banquet, a $5M, 100-employee banquet event center and restaurant. I administered concurrent duties of assessing business performance and auditing accounting records for the $15M, 200-room Sportsmen’s Lodge Hotel, a sister organization.Highlights include…~ Transformed business from four years of operating at a loss (18.2% in 2013), achieving a 7.2% profit in 2016. ~ Slashed labor costs $500K by performing comprehensive labor analysis; reduced overstaffing and overcompensation.~ Engineered settlements with vendors for overdue balances, amassing immediate savings of $50K. ~ Successfully contested two workers comp audit findings, generating $64K in savings. ~ Corrected previously mis-categorized revenues, capturing savings of $15k in business taxes. ~ Discovered employee theft by conducting detailed audit of cost of goods sold and inventory. Show less

I controlled all aspects of the accounting and finance function for a $6.5M restaurant group comprised of three locations and 150 employees. While reporting directly to the CEO and Board, I led the finance/accounting/administration team while providing accurate, timely periodic reports and recommendations. I executed multiple special projects to mitigate risk, ensure financial clarity, and improve financial performance.Highlights include…~ Conducted extensive audit to discover… Show more I controlled all aspects of the accounting and finance function for a $6.5M restaurant group comprised of three locations and 150 employees. While reporting directly to the CEO and Board, I led the finance/accounting/administration team while providing accurate, timely periodic reports and recommendations. I executed multiple special projects to mitigate risk, ensure financial clarity, and improve financial performance.Highlights include…~ Conducted extensive audit to discover dozens of accounting errors previously undetected by three different CPAs and three high-level consultants; corrected over 700K of errors. ~ Reduced unnecessary payroll expenditures by 8%.~ Streamlined accounting and finance functions by consolidating four separate sets of books; designed sophisticated system to produce accurate weekly P&L reports.~ Brought true visibility to financial status for first time since business launch. Show less

I managed and consulted on a broad range of accounting functions for various businesses, including accounts payable/receivable, journal entries, financial reporting, internal controls, cash management, forecasting, budgeting, credit, collections, inventory, general ledger, period close, internal audits, forensic accounting, job costing, cost accounting, and various tax and 1099 filings. Some of my projects include…~ Project Accountant — Conversant Media, Westlake Village, CA:… Show more I managed and consulted on a broad range of accounting functions for various businesses, including accounts payable/receivable, journal entries, financial reporting, internal controls, cash management, forecasting, budgeting, credit, collections, inventory, general ledger, period close, internal audits, forensic accounting, job costing, cost accounting, and various tax and 1099 filings. Some of my projects include…~ Project Accountant — Conversant Media, Westlake Village, CA: Special project accounting for a $600M advertising firm.~ Project Accountant — Associated Foreign Exchange, Inc., Woodland Hills, CA: Special project accounting for the world’s largest non-bank currency exchange firm with $7B-$8B in annual transactions.~ Contract Forensic Accountant — Confidential Client of Accounting Principals, Westlake Village, CA: Undertook forensic accounting initiative on behalf of an engineering and construction firm.~ Consultant/Contract Accountant — Remote Salon Management, Ventura, CA: Managed accounting functions for a multi-location group of salons.~ Interim Manager of Accounting & Human Resources, Reset, Inc., Simi Valley, CA: Managed accounting and HR functions for a computer re-manufacturing firm. ~ Special Projects Accountant, Moseley & Associates, Goleta, CA: Recruited for a special project to enhance accounting processes for a $108M telecommunications infrastructure manufacturer. Show less

On track for CPA. Educational requirements met (save for one Ethics class).