Summary
Overview
Work History
Education
Skills
Timeline
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Peter D. White, CPA

The Woodlands,TX

Summary

Meticulous Financial Executive with insight, knowledge and acumen required to successfully drive corporate profitability. Highly talented in driving financial operations from startup to streamlining operations. Valuable and respected professional offering skills in recruiting and hiring gifted employees bringing financial experience and exemplary communication skills to leadership team. Goal-driven Chief Financial Officer with strong history of achieving both financial and non-financial business goals using effective controls and successful planning.

Overview

11
11
years of professional experience

Work History

Chief Financial Officer

Caliburn International
09.2020 - Current
  • Oversaw monthly, quarterly and annual financial.
  • Supported company growth objectives by developing solid financial plans.
  • Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
  • Provided strategic and financial growth advice to other company executives.
  • Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
  • Prepared accounts and conducted audits according to regulatory requirements.
  • Minimized losses by improving financial strategies to improve corporate position.
  • Preparing annual financial reports, tax returns, and financial statements.
  • Managed company-wide budgets, payroll, accounting and all other financial operations.
  • Devised funding strategies to drive company vision and support tactical initiatives.
  • Devised strategies to drive organizational vision and grow revenues.
  • Completed analysis of company financial data and produced industry reports outlining metrics and results.
  • Prepared financial forecasts to support fiscal planning and management.
  • Guided internal audits, risk assessments and compliance monitoring.

Co-Founder

Baumhowers Victory Grill
02.2018 - Current
  • Set pricing structures according to market analytics and emerging trends.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Led startup and opening of ecommerce retail business and provided business development, creation of operational procedures and workflow planning.
  • Oversaw project execution, phase progress, workmanship and team performance to drive on-time completion of deliverables.
  • Maintained financial records for inventory, income, and expenses.
  • Developed business and marketing plans and prepared monthly financial reports.
  • Limited financial discrepancies, reviewing and approving billing invoices and expense reports.
  • Elevated resource allocation, accurately controlling expenses.
  • Assessed each employee's individual strengths and delivered mentoring to improve upon weak skill levels.
  • Streamlined operational efficiencies by coordinating staff development and succession planning.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Checked supply against demand by overseeing all merchandising decisions, replenishment and inventory management.
  • Generated reports detailing project information and predictions.
  • Monitored progress by establishing plans, budgets and measuring results.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Boosted profit opportunities, conducting cost, schedule, contract performance, variance and risk analysis procedures for corrective action.
  • Generated daily operational and sales reports for corrective action or continuous improvement.
  • Identified and solved complex strategy problems to drive organizational goals.
  • Strengthened traceability, developing organization systems for contracts, records, reports and agendas.

Restaurant Accountant

Chopstick Bistro
10.2015 - 11.2019
  • Identified operational process inefficiencies and recommended necessary improvements.
  • Analyzed financial statements and income statements to review company's financial performance.
  • Informed clients of permits, certificates, applications and documents required by various government agencies.
  • Created and executed short- and long-term customized comprehensive financial strategies to reach company goals.
  • Collaborated extensively with auditors during preliminary and year-end audit processes.
  • Monitored all company costs and presented budget forecasts each quarter.
  • Prepared and reviewed financial statements, resolving discrepancies after careful analysis.
  • Investigated and resolved discrepancies in monthly bank accounts.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Assessed accounting accuracy, performing daily cash functions, including A/P and A/R tracking, budgeting, payroll transactions, wage allocation, salary expenses, online donations and bank, credit card and petty cash reconciliations.

Restaurant General Manager

New Beijing
01.2013 - 09.2014
  • Upheld restaurant standards for food and beverage quality, team member engagement, financial goals, standard operating procedures and guest experiences.
  • Monitored and trained service team members on suggestive selling practices and continuous sales growth of beverage, appetizer, add-on and desserts.
  • Prepared strategic and annual forecasts and budgets, analyzed variances and implemented corrective actions to increase average meal checks and customer visits.
  • Optimized profits by controlling food, beverage and labor costs by establishing portion control and quality standards.
  • Controlled portion sizes and garnishing for optimal cost controls.
  • Sought out and implemented methods to improve service and team performance to boost business sustainability.
  • Prepared and led foodservice training programs to teach staff various tasks such as stocking and restocking condiments, correctly inputting orders into system and performing credit and debit card transactions.
  • Emphasized customer-focused approach, delivering local neighborhood restaurant environment that built customer loyalty.
  • Established restaurant business plan by surveying restaurant demands, identifying and evaluating competitors and preparing financial and sales projections.
  • Encouraged patron loyalty by emphasizing customer-focused approach by staff.
  • Scheduled and directed staff in daily work assignments to maximize productivity.
  • Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank.
  • Coordinated optimal guest relations from initial contact through final check-out to boost satisfaction and brand loyalty.
  • Maintained operations in full compliance with alcohol service standards and legal requirements to prevent incidents of overserving or underage drinking.
  • Motivated staff through acknowledgment of hard work, achievements and instilling accountability while leading by example.
  • Accomplished restaurant and bar human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling and disciplining management staff.
  • Performed accurate monthly inventories of supplies and equipment, including food, beverage, glassware and utensils.
  • Enforced staff performance and service standards to deliver consistent and positive customer experiences.

Education

Bachelor of Science - Materials Science

Pennsylvania State University
University Park, PA
05.2020

Skills

  • Operational management
  • Quantitative analysis expertise
  • Regulatory requirements
  • Accounting principles understanding
  • Strategic planning
  • Reporting skills
  • Financial administration
  • New business development
  • Planning and coordination
  • Brand management
  • Defining company vision
  • Strategic business planning
  • Policy development
  • Revenue growth
  • Operations oversight
  • Industry partnership development

Timeline

Chief Financial Officer

Caliburn International
09.2020 - Current

Co-Founder

Baumhowers Victory Grill
02.2018 - Current

Restaurant Accountant

Chopstick Bistro
10.2015 - 11.2019

Restaurant General Manager

New Beijing
01.2013 - 09.2014

Bachelor of Science - Materials Science

Pennsylvania State University

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Peter D. White, CPA