Experience

Avalon Shutters
• United States
• Furniture
• 1 - 100 Employee
• Director of Finance

  • Oct 2021 - Present


Smith and Noble

• United States
• Design Services

• Financial Controller

  • Mar 2018 - Nov 2021

   Responsible for Quarterly Forecast meetings with all senior management  Compile and analyze previous quarter’s spend, analyze future quarter’s forecasted spend, analyze business as a whole for potential cost savings, meet with senior executives on their budgets, make suggestions to stay on yearly plans/goals, present and explain additional budget request or cost savings to company owners and potential P&L impacts of each scenario  Responsible for Annual Financial Planning  Compile… Show more  Responsible for Quarterly Forecast meetings with all senior management  Compile and analyze previous quarter’s spend, analyze future quarter’s forecasted spend, analyze business as a whole for potential cost savings, meet with senior executives on their budgets, make suggestions to stay on yearly plans/goals, present and explain additional budget request or cost savings to company owners and potential P&L impacts of each scenario  Responsible for Annual Financial Planning  Compile and analyze previous year’s performance, analyze business and market positions, make sales and budget suggestions for next year, explain P&L impact for sales and budget suggestions to company owners, create next year’s P&L plan for approval by owners  Responsible for Annual Strategic Operational Planning  Compile and analyze current years Q1 – Q3 financial performance, analyze proposed initiatives and compare to company’s mission/plans/goals, make suggestions to initiative owners on budget or financial impact of proposed initiatives, first line of defense for owners regarding financial aspects of proposed initiatives, overlay all preliminary approved initiatives into next years plan and explain P&L impacts of each initiative to company owners  Oversee Monthly Financial Accounting Close process  Analyze month end results and other reporting requirements related to accounting  Quarterly Vendor Forecasting (to the granular level of units by week)  Review Bi-weekly Payroll process  Manage all accounting transactions, receipts, disbursements, deposits and transfers  Staff and develop department personnel for accounting, payroll and accounts payable requirements Show less



RSI Home Products

• United States
• 1 - 100 Employee

• Senior Finance Operations and Sales Analyst

  • May 2016 - Mar 2018

  Mira Loma  Research and resolve cost issues causing low GM% for specific SKUs, customers, projects and business channels  Responsible for performing special projects to improve process efficiency and performance projects as assigned by Management  Provide timely, relevant and accurate reporting & analysis of the results of the business unit’s performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and… Show more  Research and resolve cost issues causing low GM% for specific SKUs, customers, projects and business channels  Responsible for performing special projects to improve process efficiency and performance projects as assigned by Management  Provide timely, relevant and accurate reporting & analysis of the results of the business unit’s performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan  Maintain and develop various financial models and standard templates distributed for use by all of Finance during the planning processes, ensuring quality, accuracy and focused analytic review  Track financial status by monitoring variances from plan while improving models, workbooks, recognizing trends and recommending actions  Determine financial status by comparing and analyzing plans and forecasts with actuals  Track expenses and revenues vs. budget and reforecast and analyze fluctuations and trends  Analyzing current and past financial data and performance  Identifying trends in financial performance and providing recommendations for improvement  Analyze and improve financial status by collecting, monitoring and creating automated financial models and recommending actions to management  Increases productivity by developing automated reporting/forecasting tools.  Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions to management  Evaluate data, prepares forecasts, analyzes trends and presents results pertaining to sales, operations, manufacturing, information systems, general business conditions and other areas.  Identify non-value added processes within the department and seeks solutions (VICO)  Perform various ad hoc request for management Show less



Pratt & Whitney

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Financial Leadership Program Associate

  • Feb 2016 - May 2016

  Grand Prairie Texas DARO (Grand Prairie) Operations Finance • Provide management with finance support helping drive smart business decisions to achieve high sales and EBIT targets of 90% • Create weekly reports for tracking key plant metrics to ensure facility operations are running efficiently resulting in favorable inventory to plan and various month-end closing responsibilities/financial analysis to achieve 100% compliance • Lead finance team in the ACE Operating System (UTC’s Six Sigma… Show more DARO (Grand Prairie) Operations Finance • Provide management with finance support helping drive smart business decisions to achieve high sales and EBIT targets of 90% • Create weekly reports for tracking key plant metrics to ensure facility operations are running efficiently resulting in favorable inventory to plan and various month-end closing responsibilities/financial analysis to achieve 100% compliance • Lead finance team in the ACE Operating System (UTC’s Six Sigma equivalent) by running meetings and managing action items in order to drive continuous improvement and waste elimination, while providing process improvements and automation to financial deliverables Show less



United Technologies

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Financial Leadership Program

  • Jul 2014 - May 2016

  Connecticut Two-year, selective rotational program focused on developing future finance leaders through exposure and training in multiple finance and business development functions across UTC, a $70 billion dollar Fortune 50 company.

• Intern

  • Jun 2013 - Jun 2014

  Greater San Diego Area • Performed an Accounting Controls Assessment at Mexicali (an international plant) for a week, October 2013 in Mexico • Lead a project to revamp entire network access controls for the shared drive of the Finance Department, team members consisted of supervisors, managers and my peers • Lead small group which performed internal testing for Finance Sarbanes Oxley requirements • Facilitated and coordinated internal control reviews, assessments, testing, process improvements, policy and… Show more • Performed an Accounting Controls Assessment at Mexicali (an international plant) for a week, October 2013 in Mexico • Lead a project to revamp entire network access controls for the shared drive of the Finance Department, team members consisted of supervisors, managers and my peers • Lead small group which performed internal testing for Finance Sarbanes Oxley requirements • Facilitated and coordinated internal control reviews, assessments, testing, process improvements, policy and procedure updates and their respective compliances for an entity generating $60 billion in revenue • Role required coordination throughout sixteen global legal entities



UTC Aerospace Systems

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Financial Leadership Program Associate

  • Jul 2015 - Feb 2016

  Chula Vista California Aftermarket Finance • Automated and consolidated weekly package to include AR, Credit Hold, Encumbered, Major shipments and Parts at risk reports, eliminating 6 hours of work, and reducing the deliverable to under 1 hour with improved data accuracy by 95% • Created user friendly daily cash collection tool with built in logic that easily identified customer accounts at risk based on payment trends • Monthly royalty calculation for 6 outgoing programs/contracts and 9 incoming… Show more Aftermarket Finance • Automated and consolidated weekly package to include AR, Credit Hold, Encumbered, Major shipments and Parts at risk reports, eliminating 6 hours of work, and reducing the deliverable to under 1 hour with improved data accuracy by 95% • Created user friendly daily cash collection tool with built in logic that easily identified customer accounts at risk based on payment trends • Monthly royalty calculation for 6 outgoing programs/contracts and 9 incoming programs/contracts amounting in over $250K each Show less

• Financial Leadership Program Associate

  • Feb 2015 - Jul 2015

  East Hartford Connecticut Operations Finance • Lead daily, weekly, and monthly BU performance reports pertaining to operating expenses, inventory, and capital expenditures • Tracked productivity of each business units and provided recommendations to achieve productivity targets • Drove cost reduction through part cost analysis, reported any findings to senior management/BU staff through key indicators such as aged WIP, aged QN, overtime, DCI, and missing time

• Financial Leadership Program Associate

  • Jul 2014 - Feb 2015

  East Hartford Connecticut F135 Joint Strike Fighter Program Finance • Tracked and forecasted total currency impact for USA’s biggest military contract in history, the F-135 SDD Earned Value contract • Created Engineering budgeting charts to maintain ongoing assessment of program risks to help highlight potential issues in future work • Forecasted EAC scenarios for the Contract Performance Report based on assessment of program risks which included reporting, analysis and presentation to provide upper… Show more F135 Joint Strike Fighter Program Finance • Tracked and forecasted total currency impact for USA’s biggest military contract in history, the F-135 SDD Earned Value contract • Created Engineering budgeting charts to maintain ongoing assessment of program risks to help highlight potential issues in future work • Forecasted EAC scenarios for the Contract Performance Report based on assessment of program risks which included reporting, analysis and presentation to provide upper management basis for decision making

• Risk and Controls Analysts

  • Jun 2013 - Jun 2014

  Greater San Diego Area • Performed an Accounting Controls Assessment at Mexicali (an international plant) for a week, October 2013 in Mexico • Lead a project to revamp entire network access controls for the shared drive of the Finance Department, team members consisted of supervisors, managers and my peers • Lead small group which performed internal testing for Finance Sarbanes Oxley requirements • Facilitated and coordinated internal control reviews, assessments, testing, process improvements, policy and… Show more • Performed an Accounting Controls Assessment at Mexicali (an international plant) for a week, October 2013 in Mexico • Lead a project to revamp entire network access controls for the shared drive of the Finance Department, team members consisted of supervisors, managers and my peers • Lead small group which performed internal testing for Finance Sarbanes Oxley requirements • Facilitated and coordinated internal control reviews, assessments, testing, process improvements, policy and procedure updates and their respective compliances for an entity generating $60 billion in revenue • Role required coordination throughout sixteen global legal entities Show less



Naval Medical Center San Diego

• 400 - 500 Employee

• Financial Tech

  • Jul 2006 - Jan 2014

  Greater San Diego Area • Posted AR using Explanation of Benefits and Electronic Fund Transfers from various insurance companies • Prepared and analyzed various reports for month ending, quarter ending, and fiscal year ending balancing • Followed up delinquent/under paid claims utilizing policies and benefits and researched/prepared refund request to insurance companies • Prepared and updated billing review policies and procedures while reviewing invoices for precision and contractual accuracy