Senior operations and finance leader with 15+ years of experience across construction, elevator services, and security industries. Proven expertise in accounting, payroll, compliance, safety programs, and end-to-end operational management. Trusted partner to executives and CPAs, known for building compliant systems, improving financial controls, and supporting scalable growth.
Overview
22
22
years of professional experience
1
1
Certification
Work History
CFO / OPERATIONS / COMPLIANCE & SAFETY
Valley Elevator Inc.
Clovis
08.2019 - 01.2026
Lead company-wide financial operations including payroll, certified payroll, A/P, A/R, collections, HR, insurance, and banking activities.
Manage forecasting, budgets, projections, job costing, and reconciliations to support executive decision-making.
Oversee safety and compliance programs including USACE, ISN, OSHA training, and state elevator reporting.
Direct contract compliance, document control, closeout documentation, scheduling, and purchasing.
Prepare and submit monthly, quarterly, and annual tax filings including sales tax.
Develop employee handbook, safety programs, and internal compliance policies.
Spearhead marketing initiatives including company brochure design and website creation.
Support tax planning initiatives and company asset purchases, including vehicles.
Initiated strategy to drive company growth and increase market share and profitability.
Cultivated company-wide culture of innovation and collaboration.
Managed financial, operational and human resources to optimize business performance.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Established and maintained strong relationships with customers, vendors and strategic partners.
Maintained P&L and shouldered corporate fiscal responsibility.
Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
Analyzed operational issues and implemented corrective action to maximize profits.
Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability.
Mentored finance team members, fostering a culture of professional growth and skill development within the department.
Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Oversaw budgets, payroll, and accounts payable and receivable.
Streamlined accounting systems improving accuracy in financial data reporting.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Formulated and executed strategic initiatives to improve product offerings.
Analyzed industry trends and tracked competitor activities to inform decision making.
ACCOUNTANT / CONTROLLER
Vigilant Private Security, Inc.
Fresno
06.2017 - 08.2019
Processed weekly payroll for 100+ employees across three entities.
Managed quarterly and annual tax reporting including W-2s, 1099s, 940, 941, DE9, DE-9C, and DE-88.
Oversaw HR operations, workers' compensation, bank reconciliations, and month- and year-end close.
Collaborated closely with CPA on financial reporting and compliance.
Secured insurance and benefits packages and contributed to funding research.
Created employee handbook and marketing materials; managed company vehicle purchases.
Managed financial reporting to ensure compliance with regulatory standards.
Streamlined budgeting processes, enhancing accuracy and efficiency in resource allocation.
Supervised accounts payable and receivable functions, ensuring timely processing of transactions.
Implemented internal controls to minimize financial risks and improve operational accountability.
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Gathered financial information, prepared documents, and closed books.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Oversaw management of payroll, ensuring accurate and timely processing for all employees.
Led cross-functional teams in process improvement initiatives, enhancing efficiency in financial operations.
Reduced operational costs, renegotiating contracts with key suppliers and optimizing inventory levels.
PAYROLL / HR / ACCOUNTS PAYABLE
Melkonian Enterprises / Lone Star Dehydrator
Sanger
06.2016 - 08.2017
Administered weekly payroll for 85+ employees across three companies.
Completed quarterly and annual reporting including 940, 941, 943, W-2, 1099, DE-9, and DE-9C.
Managed hiring, terminations, workers' compensation, reconciliations, and close processes.
Maintained operational tracking systems for inventory, pallets, scales, and production output.
Demonstrated respect, friendliness, and willingness to help wherever needed.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Used critical thinking to break down problems, evaluate solutions, and make decisions.
Developed and maintained courteous and effective working relationships.
Identified issues, analyzed information, and provided solutions to problems.
Completed paperwork, recognizing discrepancies, and promptly addressing for resolution.
Provided professional services and support in a dynamic work environment.
Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.
Goal-oriented professional with proven success in applying analytical skills to solve complex problems and overcome challenges. Dedicated to enhancing team performance and driving business success.
Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.
Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
OWNER / ESTIMATOR
American Accessibility and Mobility, Inc.
Clovis
04.2012 - 04.2015
Managed full business operations including accounting, collections, insurance, compliance, and scheduling.
Prepared SOVs, bids, takeoffs, and reviewed specification books for commercial projects.
Oversaw contract compliance, closeout documentation, and tax reporting.
Conducted safety meetings and maintained OSHA documentation.
Developed comprehensive accessibility solutions tailored to individual client needs.
Managed operational logistics and supply chain for mobility equipment distribution.
Oversaw financial planning, budgeting, and forecasting for sustainable business growth.
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Consulted with customers to assess needs and propose optimal solutions.
Implemented marketing strategies to increase brand awareness and attract new customers.
Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Established foundational processes for business operations.
Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Generated revenues yearly and effectively capitalized on industry growth.
Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Oversaw document control including RFIs, change orders, progress billing, lien releases, and proposals.
Supported project bidding, SOV preparation, takeoffs, scheduling, purchasing, and compliance.
Led cross-functional teams to deliver complex elevator projects on time and within budget.
Developed project plans, timelines, and resource allocation strategies for multiple concurrent initiatives.
Implemented process improvements resulting in increased operational efficiency and reduced project delivery times.
Coordinated with stakeholders to define project scopes, objectives, and deliverables aligning with company goals.
Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Met project deadlines without sacrificing build quality or workplace safety.
Established effective communication among team members for enhanced collaboration and successful project completion.
Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team's ability to deliver results.
Identified plans and resources required to meet project goals and objectives.
Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
Coordinated with cross-functional teams to resolve project issues and mitigate risks.
Monitored project performance to identify areas of improvement and make adjustments.
Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
Provided detailed project status updates to stakeholders and executive management.
Managed projects from procurement to commission.
Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
Coordinated material procurement and required services for projects within budget requirements.
Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
Negotiated and managed third-party contracts related to project deliverables.
Created accurate budgets based on resource requirements, allowing for optimal allocation of funds across all aspects of the projects.
Effectively managed scope creep by establishing clear boundaries on requested changes while keeping projects aligned with original objectives and budgets.
Fostered a culture of innovation and creativity within the project team, leading to improved problem-solving capabilities and enhanced outcomes.
Facilitated smoother project transitions, ensuring thorough documentation and effective handovers.
Improved client relationships, consistently meeting or exceeding project expectations and maintaining open lines of communication.
Achieved high levels of team engagement and morale by promoting collaborative and inclusive work environment.
Oversaw implementation of new project management software, facilitating more efficient workflow and better project tracking.
Maintained compliance with industry standards and regulations, conducting regular audits and updates to project practices.
Completed projects within tight deadlines, coordinating team efforts and prioritizing tasks effectively.
Monitored project progress, identified risks and took corrective action as needed.
PROJECT MANAGER
ThyssenKrupp Access (Abbey Home Elevator)
Fresno
08.2006 - 04.2007
Managed full project lifecycle including payroll, certified payroll, budgeting, forecasting, and job costing.
Prepared state elevator reports and led safety meetings and compliance documentation.
Developed Standard Operating Procedures (SOPs) for West Coast project managers.
Led cross-functional teams to deliver complex elevator projects on time and within budget.
Developed and implemented project plans, ensuring alignment with client specifications and company standards.
Coordinated resources and schedules, optimizing workflow efficiency across multiple projects simultaneously.
Managed stakeholder communications, facilitating clarity and collaboration throughout project lifecycles.
Mentored junior project managers, fostering professional growth and enhancing team performance.
Established strong vendor relationships, negotiating contracts that supported project objectives effectively.
Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Met project deadlines without sacrificing build quality or workplace safety.
Established effective communication among team members for enhanced collaboration and successful project completion.
Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team's ability to deliver results.
Identified plans and resources required to meet project goals and objectives.
Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
Coordinated with cross-functional teams to resolve project issues and mitigate risks.
Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
Managed projects from procurement to commission.
Coordinated material procurement and required services for projects within budget requirements.
Negotiated and managed third-party contracts related to project deliverables.
Implemented continuous improvement initiatives to optimize project outcomes while maintaining cost-effectiveness.
Mentored junior team members in project management best practices to enhance their skills and contribute to better overall performance.
Fostered a culture of innovation and creativity within the project team, leading to improved problem-solving capabilities and enhanced outcomes.
Proved successful working within tight deadlines and a fast-paced environment.
Led cross-functional teams to successful project completions, improving team cohesion and productivity with effective leadership strategies.
Ensured projects aligned with strategic objectives, working closely with senior management to refine project goals.
Fostered culture of continuous improvement, conducting post-project reviews to identify lessons learned and best practices.
Improved client relationships, consistently meeting or exceeding project expectations and maintaining open lines of communication.