Adaptable, open-minded, analytical accounting expert with over 15 years of experience eager to join a respectable, customer-focused company. Detail-oriented with exceptional organization and communication skills with the drive to exceed expectations on every assignment. Accomplished financial management and accounting professional with over 5 years of demonstrated positive impact company growth. Proven skill in employing accounting and financial management best practices and team leadership.
Overview
12
12
years of professional experience
Work History
Controller
Acertus
08.2023 - 01.2024
Managed portfolios, accounts payable, and receivable and general financial reporting procedures.
Managed daily financial functions in collaboration with accounting and operations personnel.
Worked closely with company's directors to supply month-end close reports and reconciliations.
Integral person to provide acquired company details involving technical and financial aspects, to ensure seamless transition during acquisition.
Provided treasury and cash management assistance by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Accounting Manager / Controller
RCG Logistics LLC
09.2018 - 08.2023
Part of ownership/management team that acquired this business to increase revenue growth.
Implemented/updated production, productivity, quality and customer service standards to improve company financial standing.
Tracked business revenue and costs, diligently reconcile accounts to maintain high accuracy.
Managed accounting operations, including journal entries, collection efforts, reconciliations, payroll processing, and financial reporting.
Created, coached, trained and delegated tasks to team members to meet specific department goals.
Developed process improvements to increase efficiency and productivity throughout accounting department.
Assisted business with revenue growth from $1.5 million in 2018 to $64 million in 2022 and eventually sell in 2023, by establishing efficient and clear accounting practices.
Completed year-long audit for M&A standards with acquiring company's auditing CPA firm.
Transport Finance Supervisor
Location Services DBA Pathfinder
01.2014 - 07.2018
Helped start this branch in Folsom, CA. Integral in developing accounting responsibilities and increasing efficiency.
Communicated daily with Transport Vice President, Chief Financial Officer, and Senior Operations Manager to meet monthly deadlines.
Established and maintained relationships with vendors, clients, and employees to provide assistance.
Monitored employee productivity and provided feedback with coaching and reporting.
Reviewed aging reports to determine status of collections and amounts of outstanding balances..
Hired, trained, and advised new employees for their specific roles, cross-trained.
Approved new vendors, with review and approval of DOTs/licensing, insurance certificates, W9s, and payment information.
Responsible for over $500,000.00 in billings and $360,000.00 in payments monthly.
Learned all new databases and client websites, to ensure all financial needs were met.
Transport Finance Coordinator
Primeritus Financial Services
10.2011 - 01.2014
Assisted Chief Financial Officer, Accounting Manager, and Operations Manager with research and financial reports.
Set up and reviewed vendors: insurance certificates, DOT compliance, and W9s.
Tracked cost, revenue, and profit margin in financial spreadsheet, to supply relevant information to Transport Manager.
Created client invoices, received vendor bills, and processed payments.
Advised vendors of necessary documents needed: invoices, signed bills of lading, and condition reports.
Dispatched orders to vendors, to help them transport vehicles nation-wide.
Acted as liaison between transport department and accounting department, to facilitate communication.
Education
High School Diploma -
Samuel Clemens High School
Schertz, TX
1993
Skills
Team leadership
Trains efficiently on any database
Conflict resolution
Data analysis
Extremely organized
Typing 80 wpm
10-Key 14,000 kph
MS Office - Excel, Outlook, Word
Quote
Every problem is a gift—without problems we would not grow.