Business-driven General Manager with more than 6 years of experience planning and organizing work schedules, communicating goals and objectives and complying with guidelines and procedures. Analytical and determined individual.
Overview
6
6
years of professional experience
Work History
Financial Controller/General Manager
Commercial Controls
Valencia, CA
01.2019 - Current
Develop performance measures that support company's strategic direction
Manage all accounting operations including Billing, A/R, A/P, GL.
Manage and comply with local, state, and federal government reporting requirements and tax filings, external audits and reviews
Coordinate with project management team on monthly project billings (60-90 day operating budgets).Monitor cash balances and cash forecasts.
Project contract reviews and negotiations.
Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
Prepared comprehensive financial reports by collecting, formatting and analyzing key data points.
Performed monthly, quarterly and annual closing and audit processes, preparation of quarterly P&L reporting packages and leading budget vs. actual.
Office Manager
Commercial Controls
Valencia, CA
01.2017 - 12.2018
Creating office operations and procedures, reviewing and approving supply requisitions, assigning and monitoring clerical functions
Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel
Process weekly payroll, ensure union labor hours comply with Union Labor agreements
Compiling & reviewing monthly union benefit reports and allocating benefits to the applicable union locals
Purchasing project materials and services by locating vendors and negotiating all contractual terms
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping
Aggregated and analyzed data related to administrative costs to prepare budgets for corporate-level management.
Client Relationship Manager
Retirement System of California
Woodland Hills, CA
11.2015 - 12.2016
Maintaining working relationships with designated clientele, brokers and plan participants
Fostered customer trust by addressing concerns and needs using targeted problem-solving
Assessed client needs and developed plans to adequately address current and future objectives
Work closely with pension consultants and actuaries to evaluate the functionality of clientele pension plans
Administering small business pension plans in compliance with IRS, DOL and PBGC guidelines
Preparing and submitting all annual tax filings within federally mandated deadlines