Experience

CreativeAgencySuccess

• Managing Partner

  • Jun 2005 - Present

  Pasadena, California, United States Creating Solutions to Help Agency Owners Build Their Ideal Businesses At Creative Agency Success, we specialize in helping creative agency owners create meaningful, lasting solutions. Our team works closely with you to develop creative and data-driven solutions to enable the sustainable scaling of a business that works for you. What does this mean? So many agencies get stuck in the day-to-day of their businesses. If you’re like most founders, you are amazing at what you do,… Show more Creating Solutions to Help Agency Owners Build Their Ideal Businesses At Creative Agency Success, we specialize in helping creative agency owners create meaningful, lasting solutions. Our team works closely with you to develop creative and data-driven solutions to enable the sustainable scaling of a business that works for you. What does this mean? So many agencies get stuck in the day-to-day of their businesses. If you’re like most founders, you are amazing at what you do, however the administration side gets in the way of truly fulfilling your potential. As you try to build your business, you may find you’re so overwhelmed with your work you’re unable to take a step back and figure out how to build the structure your company needs. This is where Creative Agency Success comes in. We’ve spent years working closely with businesses to help them implement the strategies and solutions to achieve the results they’re looking for. Our role is to help you take all of the knowledge and expertise you have and turn it into a business that keeps clients happy, generates impressive profits, and allows you to live the life you envisaged for yourself when you started your agency. Show less



Makai Inc

• Media Production
• 1 - 100 Employee

• VP of Finance

  • Apr 2014 - Nov 2016

  El Segundo, CA Throughout this experience, I partnered with the Vice President of Business Development, establishing new sales models and plans. I successfully developed and led internal teams, streamlining overall performance, and fostering efficient coordination. I routinely met with purchasing departments of Fortune 500 companies, assisting with business development in the negotiation of company billable rates. I frequently reviewed financial statements for familiarization with financial history, while… Show more Throughout this experience, I partnered with the Vice President of Business Development, establishing new sales models and plans. I successfully developed and led internal teams, streamlining overall performance, and fostering efficient coordination. I routinely met with purchasing departments of Fortune 500 companies, assisting with business development in the negotiation of company billable rates. I frequently reviewed financial statements for familiarization with financial history, while isolating expenses that require reduction and elimination. I processed Cash Flow Status Reports and meet with Executive Teams to direct company liquidity and profitability. Significant contributions include: • Improved profitability through bi-weekly meetings with Operations Managing Director and Program Managers to review current spend compared to budget. • Achieved gross sales increase of 846% and net profit increase of 613%, while profit margins increased by 36%. • Successfully led negotiation of debt restructuring. Show less



A&M Production Services

• United States
• Oil and Gas

• Controller & General Manager

  • Dec 2012 - Jul 2013

  Burbank, CA Across my tenure in this position, I meticulously reviewed invoice history, researched industry patterns, and negotiated sale and purchase of assets. I routinely consulted appropriate parties to compile financial data for multi-year IRS audit while reviewing financials for accounting discrepancies. I frequently reviewed general ledger for discrepancies, performing monthly accounting closure and review of P/L and balance sheets. Notable accomplishments include: • Increased… Show more Across my tenure in this position, I meticulously reviewed invoice history, researched industry patterns, and negotiated sale and purchase of assets. I routinely consulted appropriate parties to compile financial data for multi-year IRS audit while reviewing financials for accounting discrepancies. I frequently reviewed general ledger for discrepancies, performing monthly accounting closure and review of P/L and balance sheets. Notable accomplishments include: • Increased operational efficiency by over 200% by developing a new routing system for deliveries and warehousing. • Efficiently handled sale of organization through cost-effective negotiations and planning that maximized profits, while minimizing tax ramifications of sale. • Led sales team, implementing strategic plans to identify and cultivate new clients while maintaining existing client relationships. Show less



Paul Carney CPA

• United States
• Accounting

• Senior Staff Accountant & Office Manager

  • Jan 2009 - Jan 2012

  Arcadia, CA • Charged with oversight of a multitude of financial preparation activities, such as, creation of client QuickBooks files, established chart of accounts, documented monthly income/expenses, account reconciliation, booked depreciation/adjust liability accounts and adjusted equity accounts for annual accounting closure. • Processed internal/client payroll; added newly hired staff to payroll system and made adjustments to time cards for unaccounted time. • Reviewed/Entered financial data for… Show more • Charged with oversight of a multitude of financial preparation activities, such as, creation of client QuickBooks files, established chart of accounts, documented monthly income/expenses, account reconciliation, booked depreciation/adjust liability accounts and adjusted equity accounts for annual accounting closure. • Processed internal/client payroll; added newly hired staff to payroll system and made adjustments to time cards for unaccounted time. • Reviewed/Entered financial data for personal, partnership, corporate and non-profit tax returns into Tax Works system. • Led preparation of documentation and met with clients for external company/IRS audits. • Monitored status of in-house client projects and consulted with clients to acquire needed information. • Managed staff accountants/accounting clerks/assistants workloads, supervised deadlines. Show less



The York LLC

• United States
• Book and Periodical Publishing

• Staff Accountant & Day Manager

  • Apr 2008 - Feb 2009

  Los Angeles, CA • Managed entire accounts payable process, entry of expenditures, review of accounts and payments issuing. • Performed payroll duties, which included adding new hires to payroll system, reviewing and adjusting time cards, totaling weekly tips. • Inputted monthly income/expense transactions, accounts reconciliation and recorded depreciation/adjusted liability accounts. • Reviewed P/L statements and balance sheets. • Received daily deliveries and carefully monitored all shipments to… Show more • Managed entire accounts payable process, entry of expenditures, review of accounts and payments issuing. • Performed payroll duties, which included adding new hires to payroll system, reviewing and adjusting time cards, totaling weekly tips. • Inputted monthly income/expense transactions, accounts reconciliation and recorded depreciation/adjusted liability accounts. • Reviewed P/L statements and balance sheets. • Received daily deliveries and carefully monitored all shipments to ensure arrival of all items ordered. Show less



Eagle Rock Tax & Bookkeeping

• United States

• Staff Accountant

  • Feb 2005 - Apr 2008

  Los Angeles, CA • Performed numerous financial functions, created client QuickBooks files, established chart of accounts, recorded monthly income/expense transactions and reconciled accounts. • Entered financial data for personal, partnership, corporate and non-profit tax returns into Lacerte system. • Consulted with clients to acquire additional tax information when needed.



World Wide Seafood LLC

• United States
• IT Services and IT Consulting

• Financial Analyst

  • May 2003 - Feb 2005

  Burbank, CA • Summarized reports exported from QuickBooks, generated Excel spreadsheet that included H & V lookups. • Examined reports/sales information to provide recommendations to sales teams. • Analyzed costs of goods to determine total costs of each unit of product.

• Accounting Clerk

  • Jan 2000 - May 2003

  Los Angeles, CA • Processed monthly payroll and account reports. • Completed client preliminary financial review. • Managed incoming calls & CPAs calendars.