Rich Mize, Cpa Email & Phone Number

Sacramento, California, United States

United States

United States

Balance sheet clean up and reconciliation

United States

• Manage all financial reporting and financial controls over a non-profit trade association for California banking industry. • Implemented file structure and process to convert the organization’s hard copy documentation to digital storage • Oversaw movement to cloud based tools and data storage to improve mobility and remote office work• Improved and implemented new charts of accounts structure• Implemented the migration to a new accounting software platform• Worked with accounting staff to explore and improve internal processes, adjust job functions, foster cooperation with staffing changes and develop and health culture as an example to the organization as a whole• Review and implement new accounting policies and new pronouncements of Generally Accepted Accounting Principles issued by the FASB to ensure proper external financial reporting• Improved the annual budget planning process with the better use of staff, tools, and department accountability• Manage investments, investment policy and relationships with investment managers• Manage the annual financial audit and work with external audit team• Implemented a documentation of internal financial controls to help review and find areas to improve efficiency and effectiveness• In charge of Retirement Investment Committee that manages the organization’s defined contribution plan

1303 J Street, Sacramento, Ca 95814

Sacramento, California Area

• Managed the corporate financial reporting. Produce and review monthly financial reports for property holdings and for the corporate management entity consisting of several divisions. • Manage internal financial reports including divisional reports and executive reports.• Produce the quarterly report for lender distribution.• Spearhead internal control improvement processes. Collaborate with staff, direct report and directors in implementing changes to keep up with growth in the company. • Coordinate payroll process with HR and manage overhead support.• Work with the CFO in coordination of tax reporting and preparation of documentation.• Coordinate with data management group in software ERP use and in improving firm wide protocols of ERP information management.

Sacramento, Ca

• Managed the financial processes and reporting for a non-profit membership association of physicians.• Direct the monthly reporting for consolidating entities to the executive board. Direct the reporting for annual audited consolidated financial report.• Implemented an upgrade in accounting software and developed a plan to improve internal efficiencies with the financial staff.• Successfully revised budgetary control and reporting system to improve financial monitors and decision making.• Implemented an improved document management and storage protocols. • Making effective use of technology, created reporting tools in Excel to assist in preparation of reports.• Managed an accounting staff overseeing the reporting and accounting for multiple entities including a subsidiary entity.

Rancho Cordova

• Managed the financial processes and reporting for an equipment manufacturing company.• Analyze company exposure to risks and provide support for strategic financial decisions.• Reviewed internal control process to improve efficiencies in the monthly close process, weekly reports, monthly reports, cash flow schedule and tracking capitalized equipment.• Successfully implemented budgetary control and reporting system to improve financial monitors and decision making. • Develop solutions to help management better monitor company & staff performance. Analyze financial results, trends, and key metrics to make sound financial decisions and plans.• Produce GAAP based financial reports. Manage the external audit process.• Supervise A/P, A/R, Payroll processes and accounting staff.

Sacramento, Ca

• Managed all financial processes for an organization with annual revenues of $20 - $40 million.• Review, design and monitor internal controls over financial reporting processes. Implemented improvements over key business processes and internal controls.• Successfully guided the organization through adoption of new accounting pronouncements and accounting technical issues with new business services.• Prepare annual budget and supporting calculations. In conjunction, prepare monthly financial reports and financial reports to the Board of Directors. • Prepare annual external financial report on the GAAP basis and facilitate the external audit process. Report and explain financial issues with the audit committee.