Experienced accountant/manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive and business audiences.
Overview
36
36
years of professional experience
Work History
Controller
Kaweah Container, Inc.
Visalia, CA
05.2019 - 10.2023
Prepared and presented annual fiscal and business plans.
Facilitated and completed annual financial statement audits and reviewed results.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Created internal controls and corrective actions to reduce risk or deficiencies.
Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
Prepared and presented operational reports to senior management and executive teams.
Director of Finance/Controller
SunnyGem, LLC
Wasco, CA
07.2018 - 05.2019
Identified operational processes inefficiencies and recommended necessary improvements.
Analyzed pricing and sales for all business products.
Streamlined spending analysis to a more accurate, efficient and automated process.
Monitored and analyzed Key Performance Indicators (KPI) and financial ratios.
Controller
Baker Farming
Fresno, California
01.2005 - 07.2018
Worked directly with banks to establish and maintain credit lines of over $30M
Managed treasury function for company generating over $40M in gross revenue per year
Responsible for direct relationship with stock brokers, insurance agents and CPA
Advised owners on investment possibilities
Prepared annual budget, monthly financials and cost analysis and annual/monthly cash flow projections
Worked with QuickBooks and Microsoft Office
Controller
Sunridge Nurseries
Bakersfield, California
06.2002 - 02.2005
Supervised Invoicing, A/P, Payroll and Inventory control
Maintained credit line facilities with banks
Prepared monthly financials and cost analysis
Prepared annual budget and monthly cash flow projections
Worked with CPA for tax return preparation
Relationship Manager - Small Business Banking
Wells Fargo
Bakersfield, California
02.2002 - 05.2002
Newly created position to manage the banking relationship with new business banking customers.
President
Treehouse Farms
Earlimart, California
11.1999 - 02.2002
Promoted to President as a result of extreme cash issues with the parent company
Direct reports included Sales, Finance, Production, IT and Field Department
Grew the business 25% while parent company was experiencing receivership
Maintained relationships with customers, growers and employees during transition to bank ownership
Assisted the bank in the planned disposal of the business
Vice President - Operations Development
Yorkshire Foods, Inc
Walnut Creek, California
01.1997 - 11.1999
Promoted to corporate office as a result of parent companies expansion into the US
Established company farming operation with plans to supply almonds, raisin and prunes
Supervised Farm Manager
Led team to merge prune operation with a major competitor
Responsible for the development of combined processing facility after merger of prune businesses.
Controller/VP Finance/VP Operations
Treehouse Farms, Inc
Earlimart, California
06.1991 - 01.1997
Began as Controller in 1991 supervising Accounting Supervisor, Payroll, A/P and Invoicing
Converted business from manual accounting system to computer based
Implemented standard cost system and variance analysis
Promoted to VP Operations in 1995 responsible for production, quality control and grower relations for processing plant handling over 35M pounds of product
Accounting Manager
West Hills Almond Cooperative
Bakersfield, California
03.1989 - 06.1991
Supervised (2) Staff Accountants, Grower Accounting and A/P
Provided budgeting, cash flow and cost analysis
Began implementation of Standard Cost system for almond and pistachio processing facilities
Ultrasound Technologist - Per Diem at Kaweah Hospital - Kaweah Imaging & Breast CenterUltrasound Technologist - Per Diem at Kaweah Hospital - Kaweah Imaging & Breast Center
Office Technician/Medical Transcriptionist at Department of State Hospitals-CoalingaOffice Technician/Medical Transcriptionist at Department of State Hospitals-Coalinga