Highly accomplished and analytical Controller with 12+ years of experience supporting and managing accounting/financial operations. Proven leadership and successful in leading teams in achieving financial goals. Creates internal controls, accounting policies, financial analysis-enhance bottom-line performance and optimizes organizational and financial results.
Overview
23
23
years of professional experience
Work History
Controller
Gless Ranch, LLC.
10.2021 - 11.2023
Reconciled/Analyzed (100%) BS, Profit & Loss accounts, ensured accurate financial reports to management
Created short/long-term budgets, weekly cash flow, forecasts, profit margin analysis by groves
Oversaw, managed, analyzed monthly financial close processes, and operations
Ensured were documented in accordance with US GAAP Standards and Regulations
Led annual audits
Elaborated monthly groves and nursery’s sales and inventory analysis, filed sales, and property taxes
Analyzed the financial details of past, present and expected operations - identify development opportunities
Created financial policies and procedures to ensure compliance with applicable regulations and standards
Elaborated trend analysis and P&L fluctuations prior months/years, variances discussed with management.
Developed/documented (100%) internal control policies, guidelines and procedures for activities including budget administration, cash management and enhanced accounting/financial operations
Developed, managed, monitored monthly, quarterly and year end closing processes, met calendar due dates.
Controller
SAILS Group of Companies, Inc./Kids First Foundation 501(c)(3)
06.2008 - 03.2015
Managed, trained, and coached a 4 staff accounting department, improved (45%) its efficiency/productivity, ensured compliance/accuracy and met accounting/financial objectives and standardized best practices
Reconciled, analyzed, and maintained (100%) all Balance Sheet, Profit & Loss, and General Ledger Accounts
Analyzed current procedures, identified inefficiencies, established strategies and corrective actions where needed in coordination with Department Managers to enhance financial results and productivity
Managed, analyzed monthly financial close processes; ensured (100%) all transactions incurred were fully recorded and documented in accordance with US GAAP Standards.
Controller
Duffy Electric Boats, Inc.
04.2001 - 05.2008
Created job cost procedures, reduced (48%) direct/indirect labor, overhead, saved $7k in costs monthly
Elaborated accounts trends analysis, budget vs actual costs, profit margin analysis by jobs/projects
Improved operation effectiveness (70%) by reviewing processes/controls with Departments Managers
Managed price/cost changes related to BOM, cycle count/annual physical inventory and inventory valuation
Implemented accounting procedures established/standardized accounting best practices, risk management
Prepared/documented general ledger activities; journal entries, accruals, adjustments and ensured financial statements were US GAAP compliant
Managed monthly/year-end closing and annual audits processes.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Ensured compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
Reviewed documents and data to give accurate presentations and forecasts to upper management.
Implemented rigorous internal control measures to safeguard company assets and prevent fraud or mismanagement risks.
Optimized working capital availability by proactively managing inventory levels, accounts receivable balances, vendor payment terms negotiation.
Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Reduced operating costs through meticulous budget management and cost analysis.
Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
Led organizational cash flow and cash flow forecasting initiatives.
Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
Increased flow of financial information throughout company by improving communication strategies.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Introduced internal controls to monitor critical areas of financial control and devised [Type] corrective actions to address risks or deficiencies.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Developed strong communication and organizational skills through working on group projects.
Adaptable and proficient in learning new concepts quickly and efficiently.
Skilled at working independently and collaboratively in a team environment.
Exercised leadership capabilities by successfully motivating and inspiring others.
Identified issues, analyzed information and provided solutions to problems.
Demonstrated strong organizational and time management skills while managing multiple projects.
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.
Applied effective time management techniques to meet tight deadlines.
Education
Bachelor of Arts - Accounting
Interamerican University of Puerto Rico
Puerto Rico
MBA - Accounting And Finance
Interamerican University of Puerto Rico
Puerto Rico
Certificates - Controllership
Graceland College Skills Path Seminars
Lamoni, IA
Certificates - US GAAP (Generally Accepted Accounting Principles)
EDUCBA Academy
Online
Skills
Preparing financial statements
Financial Forecasting
Accounting management
Bookkeeping
Internal controls development
Management accounting
Great communication skills
Statement Reconciliation
Budget Preparation
Financial Reports Analysis
Budget Administration
Inventory Control/Analysis
Cash Flow Forecasting
Financial statements expertise
Variance/Trend Analysis
Staff Management
Cash Flow Management
Dependable and Responsible
Education And Certificates
Interamerican University of Puerto Rico
EDUCBA Academy – US GAAP Online Courses (Certificates)
Graceland College Skill Path Seminars – Controllership (Certificates)
MBA (Master’s in Business Administration) - Accounting/Finance
Bachelor of Arts Degree – Accounting
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Controller
Gless Ranch, LLC.
10.2021 - 11.2023
Accounting Supervisor
Legend Smelting and Recycling, Inc.
04.2015 - 10.2020
Controller
SAILS Group of Companies, Inc./Kids First Foundation 501(c)(3)
06.2008 - 03.2015
Controller
Duffy Electric Boats, Inc.
04.2001 - 05.2008
Bachelor of Arts - Accounting
Interamerican University of Puerto Rico
MBA - Accounting And Finance
Interamerican University of Puerto Rico
Certificates - Controllership
Graceland College Skills Path Seminars
Certificates - US GAAP (Generally Accepted Accounting Principles)