Summary
Work History
Education
Skills
Timeline
Kevin Iverson

Kevin Iverson

Chief Financial Officer
Lake Forest,CA

Summary

Objective: Versatile Corporate Controller with proven track record providing transformative leadership to growing organizations. Expertise in corporate accounting and internal controls. Committed to developing robust standards, internal controls and processes while minimizing risk.

Work History

Chief Financial Officer

DAI General Contracting
Irvine, CA
06.2020 - Current
  • Assessed company health and implemented strategies to improve balance sheet, retire debt, and control expenses.
  • Deployed collaborated strategies to achieve company vision and enhance compliance needs related to employee reviews, credit card usage, and PTO.
  • Assessed company resources and made adjustments to keep operations efficient and cost-effective.
  • Provided financial expertise to departments such as human resources, legal, and to the principals of the company.
  • Perform bi-weekly payroll and all 401K administration.
  • Coordinate all compliance, tax, and year-end audits.
  • Manage a staff of four.

Controller

Lake Mission Viejo Association
Mission Viejo, CA
08.2014 - 06.2020
  • Created and distributed reports on internal and external finances, audits and budgets.
  • Coordinated annual HOA election process.
  • Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
  • Presented monthly financials to the Board of Directors.
  • A member of the executive committee.

Controller

Sentinel Offender Services
Irvine, California
09.2013 - 08.2014
  • Oversee full accounting cycle including A/P, A/R, general ledger, payroll, month end close, financials.
  • Supervise, manage, hire and mentor staff of six including accountants, payroll, A/P and A/R.
  • Solidified the process for fixed asset allocation, depreciation, and monthly additions/ retirements.
  • Collaboratively revamped the monthly inventory process for valuation and month end counts for the US and foreign entities.
  • Prepare and lead the annual budget process.
  • Prepare for annual audits relating to finance and taxes and maintain compliance with local, state, and federal filings.

Recycling Division Controller

CR&R Incorporated
Stanton, California
05.2009 - 09.2013
  • Perform the month end close of the recycling division including inventory and financial reporting.
  • Manage, hire and mentor direct reports of five people.
  • Review and approve all bank reconciliations for a 300 million dollar company reporting to the VP of Finance and CFO.
  • Reduced the recycling division close from 14 to 6 days.
  • Write and implement controls for operational accounting functions including cash handling, inventory movement, and segregation of duties.
  • Maintain operational relationships with various sites and field staff and act as the liaison between operations and accounting.
  • Oversee the billing function of 2.5 million plus customer base including monthly variance analysis and commentary of each billing cycle.
  • Prepare ad-hoc reports and analysis as requested by the VP of Finance and Chief Financial Officer.
  • Assist in the annual audit preparation and execution.

Controller

DAI General Contracting
Irvine, California
05.2007 - 04.2009
  • Responsible for budgeting, forecasting, financial reporting, month end close, and cash management according to GAAP.
  • Implement policy and procedure for a 35 million dollar company reporting to the President and act as strategic partner.
  • Oversee the entire accounting operation including reconciliations, A/R, A/P, loan draw requests, percentage of completion and job costing.
  • IT and HR director including medical insurance and 401K administration and networking.
  • Prepare for taxes and audits with external CPA.

Assistant Controller

The Ritz-Carlton Hotel Company
Dana Point, CA
01.2003 - 05.2007
  • Prepare, and critique monthly financial statements.
  • Reconcile most asset and liability accounts, oversee month-end closing.
  • Manage, hire, and mentor a team of Credit Manager, Income Manager, Accounting Manager and 7 clerks including AP, AR, Audit, Cashier and Payroll.
  • Direct all corporate initiatives.
  • Maintain budget model.
  • Coordinate and supervise external audit visits for Big 4 and Sarbanes-Oxley compliance.
  • Assist and fill in for Regional Controller as requested.
  • Cash management of 80 million dollar per year operation.
  • Review P&L statistics with hotel management.

Accounting Manager

02.2000 - 12.2002
  • Corporate liaison sent to audit other hotels.
  • Progressive training to become the Assistant Controller, performing all duties of the Assistant Controller.
  • Perform special projects such as the accounting lead for implementation of new systems and training of such systems.
  • Perform additional tasks as assigned by the Controller including budget preparation and spreadsheet creation and maintenance.
  • Assist in all positions in accounting as needed.

Director of Information Technology

The Ritz-Carlton Hotel Company
Dana Point, CA
09.1998 - 01.2000
  • Managed 120-computer network.
  • Maintained PC’s, printers, servers.


Education

Bachelor of Science - Accounting/Business

University of Phoenix
01.2003 - 05.2007

Skills

    Internal control management

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Timeline

Chief Financial Officer - DAI General Contracting
06.2020 - Current
Controller - Lake Mission Viejo Association
08.2014 - 06.2020
Controller - Sentinel Offender Services
09.2013 - 08.2014
Recycling Division Controller - CR&R Incorporated
05.2009 - 09.2013
Controller - DAI General Contracting
05.2007 - 04.2009
University of Phoenix - Bachelor of Science, Accounting/Business
01.2003 - 05.2007
Assistant Controller - The Ritz-Carlton Hotel Company
01.2003 - 05.2007
Accounting Manager -
02.2000 - 12.2002
Director of Information Technology - The Ritz-Carlton Hotel Company
09.1998 - 01.2000

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Kevin IversonChief Financial Officer