Samuel Martin, Cpa, Cfe Email and Phone Number
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Samuel Martin, Cpa, Cfe personal email
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Analytical and strategic professional offering a strong career history leveraging keen financial expertise to foster efficient and cost-effective business operations. Demonstrated ability to identify business-critical financial enhancements and develop proactive and actionable improvement initiatives. Excels at critically evaluating and responding to financial environments to deliver immediate and impactful contributions to the bottom line. The best part of my job is helping our customer improve thier operations and reduce thier stress concerning the financial aspects of their operations.Specialties: Specialization in wine industry accounting.Certified Fraud Examiner
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Coo / CfoDana Estates Winery Jan 2020 - PresentUs
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Financial ControllerDana Estates Winery May 2015 - PresentUsEffectively manage Accounting and Customer Service teams to optimize business efficiencies and financial performance, with oversight of five organizations under Kodo Inc. Strategically develop budgets and monthly cash flow projections. Serve as first point-of-contact on all financial matters for international parent corporation, preparing monthly financial reports. Leverage US GAAP and IFRS to prepare quarterly financial statements, and reconcile inventory monthly. Ensure strict payroll compliance across 13 US states. Selected Achievements:Streamline business operations by shaping and executing effective, data-driven policies and procedures.Improved efficiency of book closing through implementation of monthly financial package.Proactively identify and capitalize on opportunities to reduce costs without sacrificing performance or quality.
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Financial ControllerAnf Pet Inc. Dec 2015 - Dec 2024Strategically develop budgets and monthly cash flow projections. Serve as first point-of- contact on all financial matters for international parent corporation, preparing monthly financial reports. Leverage US GAAP and IFRS to prepare quarterly financial statements, and reconcile inventory monthly. Ensure strictpayroll compliance across 13 US states.Selected Achievements:Streamline business operations by shaping and executing effective, data-driven policies and procedures.Improved efficiency of book closing through implementation of monthly financial package.Proactively identify and capitalize on opportunities to reduce costs without sacrificing performance or quality.
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PartnerBrotemarkle, Davis & Co Llp Oct 2005 - Apr 2015Napa, California, UsPromoted to Partner to deliver auditing services to companies ranging in size from small firms to large organizations, specializing in cost accounting for clients in the wine industry. Orchestrated and managed teams of auditors through large company audits, as well as performed solo audits on small to medium-size firms. Effectively positioned firm against competitors through development of benchmarking and KPIs.Selected Achievements:Optimized work paper presentations by designing and implementing robust standards and procedures. Played key role in Audit Specialty team within Alliot Group, a global network of independent firms.Streamlined financial reporting by standardizing financial statement template, including current disclosures, to support wine industry schedules -
CpaLanducci, Bick, Matter & Johnston Llp May 1999 - Sep 2005Effectively prepared tax projections, account analysis, and financial statements. Guided clients through proprietary business record set up, ensuring proper filing of required paperwork with state and government agencies. Selected Achievements:Improved operational efficiency by designing and managing Access database to report on monthly tasks, deadlines and deliverables.
Samuel Martin, Cpa, Cfe Skills
Samuel Martin, Cpa, Cfe Education Details
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Golden Gate University, Edward S. Ageno School Of BusinessMaster Of Business Administration (M.B.A.) -
California State University, ChicoAccounting
Frequently Asked Questions about Samuel Martin, Cpa, Cfe
What company does Samuel Martin, Cpa, Cfe work for?
Samuel Martin, Cpa, Cfe works for Dana Estates Winery
What is Samuel Martin, Cpa, Cfe's role at the current company?
Samuel Martin, Cpa, Cfe's current role is COO / CFO at Dana Estates Winery.
What is Samuel Martin, Cpa, Cfe's email address?
Samuel Martin, Cpa, Cfe's email address is sa****@****tes.com
What is Samuel Martin, Cpa, Cfe's direct phone number?
Samuel Martin, Cpa, Cfe's direct phone number is +170796*****
What schools did Samuel Martin, Cpa, Cfe attend?
Samuel Martin, Cpa, Cfe attended Golden Gate University, Edward S. Ageno School Of Business, California State University, Chico.
What are some of Samuel Martin, Cpa, Cfe's interests?
Samuel Martin, Cpa, Cfe has interest in Photography, Digital Dashboards, Masonic Formation, Salt Water Fish Tanks.
What skills is Samuel Martin, Cpa, Cfe known for?
Samuel Martin, Cpa, Cfe has skills like Internal Controls, Auditing, Accounting, Quickbooks, Cpa, Finance, Financial Analysis, Financial Reporting, Budgets, Certified Fraud Examiner, Fraud, Tax.
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