Finance professional equipped to drive financial integrity and operational efficiency. Known for supporting organizational goals through accurate financial reporting and analysis. Valued team player with ability to adapt to changing priorities, showcasing proficiency in financial software and regulatory knowledge.
Overview
13
13
years of professional experience
Work History
Assistant Controller
California Advance Imaging Medical Associate
Novato, CA
09.2025 - Current
Oversee a team of three accountants to maintain compliance with financial regulations.
Directed month-end close processes, ensuring accuracy and compliance with accounting standards.
Led financial reporting initiatives, streamlining preparation and enhancing stakeholder communication.
Mentored junior accountants, fostering professional growth and improving team performance.
Developed budgeting models to optimize resource allocation and support strategic planning initiatives.
Analyzed variances in financial statements, providing actionable insights to senior management for decision-making.
Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
Assistant Controller
Redwood Oil Company ( Sold Sept 2025 )
Rohnert Park, CA
06.2023 - 09.2025
Assisted in managing three staff members, including an accounts payable specialist, a staff accountant, and an auditor. Supported team operations to ensure smooth workflow and collaboration. Provided guidance to staff in daily tasks and responsibilities.
Prepared financial statements, including balance sheets, income statements, and cash flow statements.
Executed month-end closing activities, managing accruals and amortization of prepaid expenses.
Provided support to team members to improve productivity within the department.
Completed bank, reconciliation, and journal entries as well as reviewed team members work.
Managed financial reporting processes to ensure compliance with regulatory standards and accuracy.
Led budgeting and forecasting initiatives, enhancing financial planning efficiency across departments.
Supported acquisition process of Redwood Oil Co by delivering crucial financial insights.
Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
Financial Analyst
SMC
Santa Rosa, CA
06.2022 - 06.2023
Managed projects from inception to invoicing, ensuring timely delivery and compliance.