Experience

OneScreen

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Director Finance

  • Jan 2011 - Present

  •Lead the finance and accounting team to prepare monthly Financial Statements for all subsidiaries and offices, including reconciliation of the bank accounts for each of the subsidiaries. •Produce cash forecasts and optimize inventory requirements to efficiently utilize company’s Lines of Credit. Clary Balance sheet averages $2.8M and monthly cash flow is around $1.5M. •Manage bank and investor relations, as well as vendor contract negotiations. •Raise Venture Capital alongside the Clary CEO. •Lead client conferences and executive-level meetings with Suppliers and Customers. •Restructured the operations team to provide clearer P&Ls for each subsidiary. Part of this project includes outsourcing the install crew for the Solar subsidiary, as well as re-negotiating the warehouse pricing for the Latin America division. Result of this effort reduced the overall payroll expense by 30% ($250k +) without compromising the revenue streams or the quality of service to customers. Another important benefit of this re-structuring was to convert an additional 20% ($120k) of the monthly Fixed costs into Variable costs. •Established in 1954, Clary is a privately held company that has been featured in INC 500 and the San Diego Business Journal. It has four subsidiaries, CLARY Business Machines, CLARY Solar, CLARY Icon and CLARY Latin America. Through these subsidiaries the company offers high end office technology products, print management services in San Diego, Miami and Colombia, Solar power system design and installation services, as well as Design, Manufacturing and Distribution of a newly developed, proprietary unified collaboration solution. Show less



Clary Business Machines

• United States
• Retail Office Equipment
• 1 - 100 Employee

• Director Latin America

  • Oct 2011 - Nov 2012

  Manage operations in Miami and offices in Latin America. Manage operations in Miami and offices in Latin America.



Fannie Mae

• United States
• Financial Services
• 700 & Above Employee

• Finance Manager

  • Jan 2003 - Jan 2011

  Capital Markets – Finance Manager •Manage a team of 3 financial analysts to conduct economic and accounting analysis of MBS trading activity. •Manage 6 consultants to consolidate trading income and Return on Capital reporting. This was a multi department IT project that required creating various APIs between PeopleSoft and the company’s proprietary trading platform. We finished the project within budget and on schedule. •Consult with Traders to analyze the risks on a transaction level and implement operating limits for each exposure. •Prepare and present forecasts and analysis to senior management detailing the impact of market developments and new accounting standards on various portfolios and trading strategies. Capital Markets – Analyst •Manage the proprietary hedging application IntraMonth (IM). The application gets real time data of all transactions across the corporation and is used to track and monitor hedging strategies. The application was supported by 2 SQL developers with functional reporting to me. •Manage the monthly CRA program, processing loan tapes, filling Investor orders and opening pools. Internal Audit and Operations Risk – Team Lead •Identified & tested 52 Financial Reporting Controls (FRCs) for the S-Ox 404 Compliance Project. •Measured and monitored 28 Key Performance Indicators (KPIs) for Portfolio aged items, Wire Transfers and Securities Trading systems. •Delivered internal trainings for MBS, derivatives trading operations and risk management using financial models. •Managed departmental planning and forecasting using a proprietary Risk Assessment Model and scenario analysis. Show less