• Build, maintain, and advise on the cash flow forecast by highlighting the company’s major revenue streams, expenses, investments, and redemptions resulting in the decision of issuing $250M+ in new debt to increase the firm’s liquidity• Compile financial results, prepare financial forecast, and assess the company’s liquidity for the S&P and Fitch’s ratings affirmation • Improve processes around data inputting, compiling, and cross-checking for the corporate model resulting in reducing the cumulative absolute variance of key metrics by 5%• Evaluate pricing strategies of new funds by building proforma funds using data on past company performance, competitive landscape, and economic conditions resulting in the development of pricing strategies with potential of increasing assets under management (AUM) by several billion dollars• Lead cross-departmental initiative to develop procedures and processes to capture, cross-reference, record, and update cash inflows and outflows within the corporate and cash flow models• Collaborate with fund and corporate accounting, treasury, marketing, and portfolio managers to gather data that is related to fund level assumptions to maintain 5-year forecast for over 100 funds totaling over $160 billion in AUM• Assist in preparing multiple quarterly financial previews and presentation materials highlighting quarter-end forecast and actual results for executives, the board of directors, and majority stakeholders• Enhanced the processes for preparing and reporting the semi-annual strategy-driven departmental profitability to portfolio managers and executives

• Collaborated with manufacturing and costing finance teams to design, evaluate, and implement systematic standard controls that highlight manufacturing costing trends, variances, and inconsistencies• Built and presented complex financial models designed to support and drive management decisions and assisted with the acquisition, compilation, and reporting of manufacturing costing variables• Drove the automation of processes and the development of industry valuation indicators, including a single rate cost model and storage costing per gigabyte model • Developed and integrated a financial costing model that reveals and allocates the economic effects of technological transition

• Partnered with internal departmental units to enhance financial forecasting and reporting methods; conducted economic feasibility models and recommended options for capital allocation and business divestiture opportunities• Demonstrated expertise in account reconciliation, financial analysis & reporting, budget monitoring, inventory maintenance, sales operations, and internal/external audit preparation • Developed and implemented processes and internal controls; reconciled and consolidated over $13M of yearly sales• Managed and maintained over $300K of monthly inventory and tracked $600K of annual product transfers between locations; utilized inventory management measures to reduce operation and storage costs at each retail location• Secured over $1M in funding for new two retail locations and planned and oversaw their launch • Studied consumer trends and served as a key contributor to the expansion of the wholesale tortilla product portfolio by introducing new flavors, cuts, and organic products, resulting in a 350K yearly revenue increase in sales from 2009 to 2017

• Documented and performed all financial reporting, financial statement preparation, budget analysis, and sales operation analysis for six retail stores and one manufacturing plant• Conducted consistent analysis of equipment maintenance to calculate refresh rates; compile reporting on manufacturing operations, product changes, and ingredient sourcing• Monitored daily cash flow activities from retail and distribution sales and collaborate with an independent accounting firm to complete local, state, and federal filings and assist with audit proceedings• Serviced small restaurant partners by facilitating tortilla sales and ensuring product delivery; assist in business development and vendor relationship management• Collaborated with critically acclaimed chefs and internal food manufacturing team to help La Princesita Tortilleria, Inc win recognition from Los Angeles Magazine for producing the best machine cut tortillas in Los Angeles