Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

DANETTE AGUERO

Fresno,USA

Summary

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.

OFFICE & PROJECT MANAGER / ESTIMATOR / CONTRACT ADMINISTRATOR

Abbey Home Elevator
Clovis
07.2004 - 02.2012
  • Managed payroll, certified payroll, HR, A/P, A/R, collections, and insurance administration.
  • 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.

Education

Master of Science - Psychology

Southern New Hampshire University
New Hampshire
05.2027

Bachelor of Science - Psychology

University of Phoenix
06.2020

Associate of Science - Psychology

Axia College, University of Phoenix
11.2010

Skills

  • Bookkeeping
  • Payroll
  • Certified Payroll
  • A/P
  • A/R
  • Job Costing
  • Budgeting
  • Forecasting
  • Financial Statements
  • Bank Reconciliation
  • Labor Compliance
  • Contract Compliance
  • OSHA Requirements
  • USACE Safety Programs
  • ISN Safety Programs
  • State Elevator Reporting
  • Insurance Certificates
  • Human Resources
  • Document Control
  • Scheduling
  • Purchasing
  • Sage X3
  • QuickBooks
  • LiftKeeper
  • Microsoft Word
  • Excel
  • PowerPoint
  • Marketing Materials
  • Website Implementation
  • Policy Development
  • Handbook Development

Certification

OSHA-10 Certified

Timeline

CFO / OPERATIONS / COMPLIANCE & SAFETY

Valley Elevator Inc.
08.2019 - 01.2026

ACCOUNTANT / CONTROLLER

Vigilant Private Security, Inc.
06.2017 - 08.2019

PAYROLL / HR / ACCOUNTS PAYABLE

Melkonian Enterprises / Lone Star Dehydrator
06.2016 - 08.2017

OWNER / ESTIMATOR

American Accessibility and Mobility, Inc.
04.2012 - 04.2015

PROJECT MANAGER

ThyssenKrupp Access (Abbey Home Elevator)
08.2006 - 04.2007

OFFICE & PROJECT MANAGER / ESTIMATOR / CONTRACT ADMINISTRATOR

Abbey Home Elevator
07.2004 - 02.2012

Master of Science - Psychology

Southern New Hampshire University

Bachelor of Science - Psychology

University of Phoenix

Associate of Science - Psychology

Axia College, University of Phoenix
DANETTE AGUERO