Controller

• Jul 2021 - Present

Assistant Controller

• Sep 2019 - Jul 2021

Manager

• Jan 2014 - Aug 2019

• Managed and planned financial statement audits and reviews for the following industries: manufacturing, construction, real estate development, multi-family property management, wineries and agriculture, employee benefit plans, and not-for-profit organizations. • Supervised and organized a team of 3 to 4 associates to resolve problems and achieve reporting deadlines. • Presented financial statements and audit findings to management and board of directors at completion of the… Show more • Managed and planned financial statement audits and reviews for the following industries: manufacturing, construction, real estate development, multi-family property management, wineries and agriculture, employee benefit plans, and not-for-profit organizations. • Supervised and organized a team of 3 to 4 associates to resolve problems and achieve reporting deadlines. • Presented financial statements and audit findings to management and board of directors at completion of the audit. • Led internal training sessions for up to 20 associates related to new accounting pronouncements, audit planning, risk assessment, and other accounting and audit topics. • Demonstrated hands-on management style in the development and implementation of strategic plans to ensure organizational growth. • Consistently Proved ability to manage multiple assignments efficiently while meeting tight deadline schedules. • Demonstrated success in streamlining existing operations, turning around unprofitable functions, and envisioning new concepts and future trends. Show less • Managed and planned financial statement audits and reviews for the following industries: manufacturing, construction, real estate development, multi-family property management, wineries and agriculture, employee benefit plans, and not-for-profit organizations. • Supervised and organized a team of 3 to 4 associates to resolve problems and achieve reporting deadlines. • Presented financial statements and audit findings to management and board of directors at completion of the… Show more • Managed and planned financial statement audits and reviews for the following industries: manufacturing, construction, real estate development, multi-family property management, wineries and agriculture, employee benefit plans, and not-for-profit organizations. • Supervised and organized a team of 3 to 4 associates to resolve problems and achieve reporting deadlines. • Presented financial statements and audit findings to management and board of directors at completion of the audit. • Led internal training sessions for up to 20 associates related to new accounting pronouncements, audit planning, risk assessment, and other accounting and audit topics. • Demonstrated hands-on management style in the development and implementation of strategic plans to ensure organizational growth. • Consistently Proved ability to manage multiple assignments efficiently while meeting tight deadline schedules. • Demonstrated success in streamlining existing operations, turning around unprofitable functions, and envisioning new concepts and future trends. Show less

Assurance Staff

• Jan 2013 - Dec 2013

• Performed financial statement audit procedures for a variety of privately held, not-for-profit, and SEC-registered organizations (agricultural co-operatives, community banks, community hospitals, food processors, retirement plans, and specialty manufacturers). • Performed financial statement audit procedures for a variety of privately held, not-for-profit, and SEC-registered organizations (agricultural co-operatives, community banks, community hospitals, food processors, retirement plans, and specialty manufacturers).

Customer Service Representative III

• Nov 2011 - Dec 2012

• Opened and maintained new and existing accounts and processed deposits, withdraws, payments, and all other bank transactions. • Provided excellent customer service, adding value to each interaction, resulting in lasting banking relationships.

Notary Public

• May 2011 - Dec 2012

California Commission (May 13, 2011 - May 12, 2015)

Personal Banker and Teller

• Jun 2009 - Oct 2011

• Sold retail-banking products to customers and prospects; identify applicable financial solutions through effective profiling of customers. • Consistently demonstrated ability to meet and exceed all quarterly individual sales goals. • Provided excellent customer service, adding value to each interaction, resulting in lasting relationships and continuing referrals. • Sold retail-banking products to customers and prospects; identify applicable financial solutions through effective profiling of customers. • Consistently demonstrated ability to meet and exceed all quarterly individual sales goals. • Provided excellent customer service, adding value to each interaction, resulting in lasting relationships and continuing referrals.

Owner, Product Sales Representative and Club Repair Services

• Jun 2003 - Dec 2009

• Contracted with Bridgestone Golf and Adams Golf to market products directly to customers while interacting, profiling and fitting golf clubs to match the individual’s specific needs. • Operated a profitable golf club repair business. Generated business and retained customers by producing the highest quality work on all repairs jobs, resulting in word of mouth referrals. • Contracted with Bridgestone Golf and Adams Golf to market products directly to customers while interacting, profiling and fitting golf clubs to match the individual’s specific needs. • Operated a profitable golf club repair business. Generated business and retained customers by producing the highest quality work on all repairs jobs, resulting in word of mouth referrals.

Skilled Loader

• Aug 2007 - Jun 2009

• Organized and loaded packages to prepare for most efficient delivery daily. • Nominated as Safety committee team leader. • Organized and loaded packages to prepare for most efficient delivery daily. • Nominated as Safety committee team leader.

Assistant Golf Professional

• Jan 2005 - Jul 2007

• Hired and managed staff of 12 service employees to run all outside operations. • 2005 and 2006 Sales Champion for annual golf membership sales drive. • Managed merchandise for retail shop with $50,000 in inventory. Coordinated future product orders through weekly interactive sales meetings. • Organized and coached Junior Golf Program with 40-60 students each week. • Hired and managed staff of 12 service employees to run all outside operations. • 2005 and 2006 Sales Champion for annual golf membership sales drive. • Managed merchandise for retail shop with $50,000 in inventory. Coordinated future product orders through weekly interactive sales meetings. • Organized and coached Junior Golf Program with 40-60 students each week.

Sales Associate

• Sep 2003 - Dec 2004

• Managed all cash and credit card sales for driving range, golf course, and snack bar. • Monitored hourly schedules and booked instructional appointments for 8 teaching professionals. • Managed all cash and credit card sales for driving range, golf course, and snack bar. • Monitored hourly schedules and booked instructional appointments for 8 teaching professionals.

Sales Associate

• 2001 - 2003

• Executed all sales and merchandise for the pro shop and coordinated daily golfer tee times and tournaments. • Executed all sales and merchandise for the pro shop and coordinated daily golfer tee times and tournaments.