Experienced finance leader with a robust background in financial planning and analysis. Proven track record in optimizing cash management and ensuring compliance.Skilled in leading financial reporting and payroll management, driving operational growth across the pharmaceutical and biotech industries.
Overview
23
23
years of professional experience
Work History
Associate Director of Accounting - Controller
ARS Pharmaceuticals, Inc.
San Diego, California
03.2021 - Current
Conducted daily cash flow analysis to ensure timely debt payments.
Managed payroll processes, cash management, and credit operations.
Executed general ledger maintenance and account reconciliations.
Oversaw accounts receivable collections and accounts payable reviews.
Performed monthly accruals and inventory management tasks.
Led month-end and year-end close activities alongside journal entries.
Reviewed related party financials and consolidated financial statements monthly.
Coordinated annual tax planning and submissions to Tax CPA.
Created effective communication channels between different departments in order to facilitate collaboration.
Managed inventory and resources to ensure availability and cost-effectiveness.
VP of Finance and Operations
CTK Biotech, Inc
San Diego, California
01.2018 - 01.2022
Managed daily accounting, IT, operations, and facilities for a privately held corporation.
Analyzed cash flows daily to ensure timely debt payments.
Executed payroll processes, cash management, and credit management.
Oversaw general ledger, account reconciliations, collections, and accounts payable analysis.
Conducted monthly accruals and inventory management; finalized month-end and year-end close.
Reviewed related party financials and consolidated financial statements monthly.
Performed onsite audits in Beijing to evaluate accounting practices and revenue recognition.
Coordinated annual tax planning and submission to Tax CPA.
Coordinated with external auditors for annual audits.
Analyzed financial data to assess trends in income statement items such as sales volume, cost of goods sold, operating expenses.
VP of Finance and Operations
Uniforms Express Int’l., Inc
San Diego, California
01.2012 - 01.2018
Managed daily accounting operations, ensuring compliance with financial regulations.
Analyzed and revised cash flow forecasts daily to meet debt obligations.
Oversaw payroll processing, cash management, and credit management tasks.
Conducted general ledger maintenance, account reconciliations, and monthly accruals.
Supervised cross-docking warehouse operations for efficient import/export logistics.
Prepared monthly financial statements, analyzed costs, and forecasted sales.
Executed quarterly and annual tax preparations, including 940, 941, W-2, W-3 forms.
Managed human resources functions, including benefits administration and employee compliance.
Accountant / Partner
Coco Design
Pensacola, Florida
01.2009 - 01.2011
Managed daily operations and supported executive management as required.
Oversaw general ledger activities, payroll, and contract labor management.
Conducted financial analysis including budgets, forecasts, and tax reporting.
Executed cash management processes, sales trend analysis, and credit collections.
Coordinated year-end closing activities with corporate accountant and audits.
Supervised project management, production schedules, and client services.
Reviewed, wrote, and assessed contracts and proposals for vendor relations.
Facilitated job ticket management alongside sales and technical support.
CFO/Operations Manager
Blue Dolphin, LLC
Pensacola, Florida
01.2002 - 01.2009
Managed fixed assets, accounts payables, and receivables, ensuring accurate payroll and journal entries.
Prepared financial statements and work papers for audits and internal reviews.
Developed daily summary dashboard displaying financial position, outstanding orders, and cash requirements.
Produced comprehensive reports including management reporting, employee census, OSHA compliance, and tax preparation.
Completed all-inclusive reports within established deadlines to support decision-making.
Conducted annual inventory counts and reconciliations to maintain accurate records.
Oversaw cash management processes to enhance internal controls and financial integrity.
Managed human resources functions including benefits administration and production procurement.
Education
Bachelor’s of Science - Business Administration, Finance
Walden University
Skills
Cash flow analysis
Payroll administration
Financial reporting
Inventory management
Tax planning
General ledger management
Team leadership
Cross-functional collaboration
Budget forecasting
Financial leadership
MS office
Project management
Database management
Operations management
Human resources management
Technical implementation
Budget development
Expense control
Coaching and mentoring
Accomplishments
Reduction of overhead expenses and operating cost.
Expertise in usage of ventures technologies to decrease operational cost, which can be utilized in other budgetary allocations.
Implemented policies and procedures to effectively save time and money.
Annual budget preparation and analyses.
References
References available upon request.
Timeline
Associate Director of Accounting - Controller
ARS Pharmaceuticals, Inc.
03.2021 - Current
VP of Finance and Operations
CTK Biotech, Inc
01.2018 - 01.2022
VP of Finance and Operations
Uniforms Express Int’l., Inc
01.2012 - 01.2018
Accountant / Partner
Coco Design
01.2009 - 01.2011
CFO/Operations Manager
Blue Dolphin, LLC
01.2002 - 01.2009
Bachelor’s of Science - Business Administration, Finance