Was hired to get the company back on track after both the CFO and Controller had exited the company.• Caught up 5 months of month end closings.• Updated all banking information requirements to maintain bank accounts for the company.• Negotiated multiple payment agreements with vendors.• Wrote SOP’s for month end close as well as the AR and AP processes.• Created Month End checklist.• Created Weekly Cash Flow Modeling.• Worked on and achieved a 2.8M dollar ERC credit for the company.

Was hired to get the company back on track after both the CFO and Controller had exited the company.• Caught up 5 months of month end closings.• Updated all banking information requirements to maintain bank accounts for the company.• Negotiated multiple payment agreements with vendors.• Wrote SOP’s for month end close as well as the AR and AP processes.• Created Month End checklist.• Created Weekly Cash Flow Modeling.• Worked on and achieved a 2.8M dollar ERC credit for the company.

Oversee all operations of a cannabis edible manufacturing/distribution company including Production, Sales, Human Resources, Marketing, Accounting/Finance and Administration of the company.• Cleaned up two years of payroll tax issues that resulted in the reduction of 500K worth of penalties and interest from the IRS and a 40K refund.• Spearheaded the process of legalization of the company into the new BCC regulations.• Restructured the company spinning off distribution and manufacturing and making the company strictly a Brand and Marketing company reducing cost by more than 50%.• Challenged the city of Oakland and their apportionment table of Gross Taxes and received a 66K refund.

Managed finance, accounting, human resources, quality assurance and facilities for a trust fund funded by the entertainment industry. Four direct managers reporting to me each with their own staff. Responsible for presentations to the Board of Trustees in quarterly board meetings as well as headed up the Strategic Planning Committee and the Finance Committee.• Introduced quarterly forecasting to the organization and created and implemented forecasting methodologies for both revenue and expenses.• Designed a multisource funding plan for a $38M facility expansion.• Worked with the Board of Trustees to create a reserve concept allowing the organization to operate between 3 year negotiation cycles with a specific reserve left at the end of each cycle.

CURTISS WRIGHT / ANATEC INTERNATIONAL, San Clemente CA 2007 - 2014Controller / Financial Operations Manager Managed finance, accounting and administration including budgets and forecasting for a $30M nuclear service company. Managed staff of 7.• Implemented ERP system allowing the company to grow from $12M to $30M in revenue with no additional staffing.• Built and integrated a travel agency creating hard cost savings of $250K a year on average.• Designed and maintained forecasting models accurate within 5%-10% monthly.• Developed and implemented SOX (Sarbanes Oxley) when the company went public. First year audit resulted in no major findings. • Performed two SOX audits on new acquisitions for the corporate office and discovered major findings in both payroll processing and HR documentation.• Implemented expense receipt system that went from scanned receipts, workflow approval, transfer to AR invoice base for billing and direct deposit to employees’ banks along with a detailed remittance emailed to the employee.• Created actual labor COS by project in second phase of ERP implementation resulting in actual profit margins per project. This helped identify customer and line of business profit margins.

MARBLE CONSULTING, Los Angeles CA 2003 – 2006ConsultantWorked as an independent consultant through Robert Half, Accountemps and individual projects for small business owners.• Project Manager for ERP implementation at Curtiss Wright / Anatec International for one year which resulted in a full time offer.• Implemented Quick Books and trained staff in its use for helping grow businesses.

AIG / SUNAMERICA, Century City CA 1998 - 2002Director of Budget and Planning (2000- 2002)Designed and implemented processes for new division of the company. Worked with MIS, Compensation, Accounting, Marketing and all senior management during implementation.• Cleaned up commission structure on a $2.6 billion block of business purchased to start the new division which created a large savings.• Developed and managed partnerships with US Chamber of Commerce and ADP thereby creating a large prospect database for growing the group retirement division.Senior Budget Analyst (1998 - 2000)Managed and analyzed approximately $30M a month in expenses. Handled all adjustments, accruals, monthly expense tab for financial statements and allocation of expenses to five insurance companies.• Managed PCB module of SAP implementation.• Created budget and variance analysis reports in SAP.

INLAND ENERGY (SHELL OIL DISTRIBUTORSHIP), Farmington MO 1994 - 1997ControllerManaged all aspects of accounting and finance including AP, AR, payroll and financial reporting.• Audited and cleaned up company financials resulting in a large tax refund.• Managed implementation of new financial software.• Assisted owner with implementation and marketing of company sale in two pieces.