Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sean Woods

Rancho Santa Margarita,CA

Summary

Accomplished CFO at Omega Accounting Solutions, Inc., with a proven track record in financial process improvement and strategic budget development. Robust background in financial leadership, strategic planning, and risk management. Successfully spearheaded initiatives that streamlined operations and optimized financial performance. Experienced with financial strategy development, budgeting, and compliance. Utilizes comprehensive financial analysis to inform decision-making and drive organizational growth. Track record of leading cross-functional teams to achieve financial objectives.

Overview

14
14
years of professional experience

Work History

CFO

Omega Accounting Solutions, Inc.
05.2013 - Current
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
  • Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
  • Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
  • Mentored finance team members, fostering a culture of professional growth and skill development within the department.
  • Led budgeting process, collaborating with department heads to allocate resources strategically and ensure alignment with organizational goals.
  • Collaborated cross-functionally with other departments to drive process improvements that positively impacted bottom-line results.

Senior Accountant

Orange County United Way
02.2011 - 04.2013
  • Prepared monthly journal entries and reconciliations.
  • Reconciled accounts and created documents for monthly closure procedures.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Tracked funds, prepared deposits and reconciled accounts.

Education

Bachelor of Science - Accounting

California State University - Long Beach
Long Beach, CA
2008

Skills

  • Cash Flow Management
  • Financial Process Improvement
  • Tax Planning and Strategy
  • Budget Development
  • Operational decision making
  • Business Forecasting

Accomplishments

Spearheaded the tax incentives and tax controversy divisions of Omega Accounting Solutions, Inc. Generating $100M + in revenue over 3 years.

Timeline

CFO

Omega Accounting Solutions, Inc.
05.2013 - Current

Senior Accountant

Orange County United Way
02.2011 - 04.2013

Bachelor of Science - Accounting

California State University - Long Beach
Sean Woods