Results-oriented Chief Financial Officer bringing 10+ years of experience. Strong history of achieving both financial and non-financial business goals with effective controls and planning.
Overview
3
3
years of professional experience
Work History
Chief Financial Officer
Nor-Cal Controls ES, Inc.
El Dorado Hills, CA
06.2021 - 01.2022
Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
Oversaw all production, pricing, sales and distribution activities.
Managed and led team of 2 departmental managers.
Oversaw, project managed, configured and implemented ERP (EPICOR) system.
Implemented GAAP Principles, ASC606 and project completion method.
Partnered with executive team in developing, monitoring, implementing and evaluating overall corporate strategy and policies
Devised successful benchmarks and performance optimization strategies to enhance company objectives.
Offered advice to other executive leaders on strategies to improve financial growth.
Spearheaded contract negotiation and financing for diverse business projects.
Assessed company resources and made adjustments to keep operations efficient and cost-effective.
Developed future financial plans to support company objectives.
Negotiated and approved all supplier and distributor contracts and agreements.
Worked closely with outside audit team to prepare accounts and documentation.
Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
Controller
Nor-Cal Controls ES, Inc.
El Dorado Hills, CA
10.2019 - 06.2020
Created and distributed reports on internal and external finances, audits and budgets.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
Worked with CFO to create annual budget and track actual expenses against projected expenses.
Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Maximized year-end tax benefits by efficiently managing cash flows.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
Updated and reviewed financial reporting packages and managed financial reporting processes.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Developed new payroll system, saving over 6 hours per month for accounting department.
Prepared balance sheets, cash flow reports and income statements.
Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
Managed payroll data entry and processing for 100 employees to comply with predetermined company guidelines.
Director of Accounting
Vesta Asset Management
San Francisco, CA
04.2019 - 09.2019
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Performed spending analysis and partnerships to refine policies and develop recommendations for improvement.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Generated sales tax reports for each operational jurisdictions, monitored bi-weekly payroll and prepared and paid out sales commissions.
Resolved escalated customer issues and boosted retention rates by 95%.
Supported CEO with special projects and additional job duties..
Established and checked coding procedures, monitored reports and updated internal files.
Accountant
Priya Srinivasan, CPA
Edina, MN
05.2018 - 04.2019
Gathered financial information, prepared documents, and closed books.
Reconciled accounts and reviewed expense data, net worth and assets.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
Evaluated and improved accuracy and completeness of financial records.
Identified and investigated variances to financial plans and forecasts.
Followed up with customers to collect specific financial information and verify details for financial preparation.
Outsourced Controller/CFO
NC Business Group, LLC.
Champlin, MN
2010 - 2020
Oversaw budgets, payroll and accounts payable and receivable.
Devised strategies for enhancing business assets and reporting on financial metrics.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Produced reports for internal and external stakeholders.
Prepared accurate financial statements at end of quarter.
Created and deployed forward-thinking initiatives to drive corporate vision and outperform revenue targets.
Managed and led team of 3 departmental managers.
Devised strategies for standardizing and enhancing organization.