Richard Gutierrez Email & Phone Number

San Diego, Us

Camarillo, Ca, Us

San Diego, California, Us

I manage budgets of $20M assisting the CEO, COO, 3 regional director and 26 program managers while helping the non-profit generate positive revenue trends. I lead the finance and accounting team of 4 and track fiscal operations such as billing, payrolls, and management of accounts payable/receivable.Below are some of my other achievements:- Improved client acquisition by 10% by formulating policies for program managers to increase referrals.- Assisted COO in planning and developing 7 new programs and generate innovative revenue streams. - Helped recruit new company COO and reduced head count by streamlining work flow as organization doubled in size.Billing | Payrolls | KPI Tracking | QuickBooks | A/P, A/R | Internal Controls | Documentation | Compliance with GAAP | Annual Auditing | P&L Focus | Growth and Expense Budgets | Bottom-line Attainment | Resource Allocation | Career Progression Planning | Staffing Strategies | Metrics Generation | Analyze, Interpret, and Communicate Financial Data | Graphical Representation | Cost-Benefit Analysis

I provided tax consultation and account transactions management services to 5 small businesses valued up to $200K. I drafted comprehensive financial plans and tracked expenses and P&L statements while reducing cost overruns. I also recovered thousands of dollars for a client by identifying tax filing errors and offered customized solutions to facilitate the retrieval.

Milwaukee, Wisconsin, Us

I led a team of 11 accounting, facility management, and IT professionals and developed effective solutions to stem financial losses and attain cost savings for the $20M organization. I developed and implemented strategic initiatives and provided internal consultation to the higher management. Below are some of my other achievements:- Saved $100K in overhead and eliminated inaccurate financial bookkeeping by revamping metrics generation. - Streamlined budgeting, cash forecasts, and asset valuation to accurately reflect company growth and revenues.- Identified discrepancies in financial operations, A/P, A/R, payroll generation, and IT function to optimize profits and revenues.

Milwaukee, Wi, Us

I led financial operations for the $85M fundraising campaign to transform the Science and Technology Museum. I boosted revenues from $1M to $6M and spearheaded a team to track and allocate finances. I also provided advice to the executives on financial implications of business strategies while tracking asset management and HR operations.Below are some of my other achievements:- Negotiated contracts with vendors to ensure cost-effective provision of goods and services for the operations.- Added $60K in sales by opening a gift shop while defining shop’s staffing policies to optimize workflows.

I provided internal auditing services to 6 clients across the North America and Europe and implemented best practices to develop risk management frameworks. I also managed bookkeeping and fiscal operations and suggested internal controls improvements to ensure compliance with local and state laws.Below are some of my other achievements:- Saved $250K for a client by identifying employee payroll errors and provided advice on recovering the resources.- Reviewed P&L, revenues, balance sheets, and cash flow statements and provided recommendations to the top leadership.

New York, Ny, Us

I provided asset allocation recommendations and investment portfolio analysis to dozens of clients with an AUM of $1M. I managed client relationships, offered comprehensive financial planning solutions, and guided lead generation campaigns to boost sales.

Milwaukee, Wi, Us

I saved 20% in implementation costs and reduced production inefficiencies by implementing internal and SOX controls for this manufacturing company. I audited branches across the US, Europe, Australia, and South America. I also identified payment errors for the Mexico branch and saved thousands of dollars in unsolicited payments.

Education record

Master'S Degree, Engineering/Industrial Management

Bachelor'S Degree, Manufacturing Engineering