Experience

Guzman Construction Group

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2023 - Present

  San Francisco Bay Area Guzman Construction has more than 21 years of experience in construction and has a high-performing solid team that delivers pre-construction, MEP coordination, design/build and construction management services. A team of experts that consistently deliver on complex and innovative projects. We build it for you!



FERMA Corporation

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2021 - Jan 2023

  Newark, California, United States Ferma Corporation is a general engineering and demolition company that specializes in demolition, site preparation, excavation, grading, recycling, and shoreline restoration. Vista ERP system.



Axis Construction

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2020 - Nov 2021

  Hayward, California, United States Axis is unique in the industry. We are a general contractor with in-house design capabilities and construction divisions including reconstruction, maintenance, painting, electrical and restoration. We specialize in working with homeowners associations, apartments and other occupied structures and are experts in waterproofing repairs to stucco, siding, decks, stairways and balconies. Foundation ERP system.



PeopleSpace - A Best In Class Haworth Partner

• United States
• Furniture and Home Furnishings Manufacturing
• 100 - 200 Employee

• Chief Financial Officer

  • May 2016 - Mar 2020

  San Jose * Oakland * San Francisco PeopleSpace is a collaboration between Interior Office Solutions and Haworth, to transform the way organizations plan, design and execute workplace strategies. With locations in Seattle, Portland, Los Angeles, Irvine, and recently through asset acquisition, Contract Office Group in the SF Bay Area. Core and TeamDesign ERP systems.



4INFO

• United States
• Advertising Services
• 1 - 100 Employee

• Manager of Finance and Accounting

  • Aug 2014 - Apr 2016

  San Mateo, California High-technology start-up developer of a Next generation mobile display advertising platform that combines purchase based precision targeting with the ability to track results and measure cash register spend without limitations. Founded in 2004 and reinvented itself in 2012 has double-digit sales revenue growth.



Big Joe Handling Systems

• United States
• Truck Transportation
• 1 - 100 Employee

• Interim Consultant

  • Dec 2013 - Jul 2014

  Hayward, California Market leading Industrial organization comprised of equipment, material, engineering and installation services with $30M in annual revenue and over 85 employees most non-exempt. Directed and led a team of three (3) managers and nine (9) subordinates and oversaw all aspects of accounting operations, including financial month end close & reporting, billing, credit & collections, accounts payable, office services, payroll (ADP workforce now) and human resources. Generated over 2,500… Show more Market leading Industrial organization comprised of equipment, material, engineering and installation services with $30M in annual revenue and over 85 employees most non-exempt. Directed and led a team of three (3) managers and nine (9) subordinates and oversaw all aspects of accounting operations, including financial month end close & reporting, billing, credit & collections, accounts payable, office services, payroll (ADP workforce now) and human resources. Generated over 2,500 customer billings per month and coordinate AR collections focus to drive down DSO. Collaborated with other senior-level executives to establish strategic direction, corporate-wide communication and maintain alignment with cross-departmental partnerships. Provided hands-on management to a broad spectrum of tasks, including employee on-boarding & development, financial statement creation & analysis, contract review & analysis, inventory management & controls, business performance metrics reporting, budgets and rolling forecasts. Ensured timely and accurate GL account reconciliations including bank accounts. Initiated key accounting controls implementation, management and compliance. Show less



Carpenter Rigging

• Controller

  • Oct 2012 - Nov 2013

  Manufacturer and distributor of slings, hoists, rigging hardware for lifting, pulling and tying down to meet the needs of vast industries including industrial, construction, marine, transportation, aerospace, utilities, high-technology and more. The Carpenter Group is a product distribution and manufacturer of material parts & finished goods with $32M in annual revenue and over 90 employees includes Union (Machinists/Longshoremen/Riggers) contractor labor. Daily hands-on management… Show more Manufacturer and distributor of slings, hoists, rigging hardware for lifting, pulling and tying down to meet the needs of vast industries including industrial, construction, marine, transportation, aerospace, utilities, high-technology and more. The Carpenter Group is a product distribution and manufacturer of material parts & finished goods with $32M in annual revenue and over 90 employees includes Union (Machinists/Longshoremen/Riggers) contractor labor. Daily hands-on management activities including general ledger accounting and financial statement preparation and analysis with variance explanations, month-end close activities and reporting. Manage activities in seven (7) locations throughout California. Directed and led team of two (2) managers and ten (10) subordinates and oversaw all aspects of accounting operations, including financial month end close and reporting, billing, credit and collections, accounts payable, office services, payroll (ADP) and human resources. Generated over 2,000 customer billings per month and coordinated credit and collections efforts at the local location office level to focus on lowering DSO and providing cash forecast updates. Ensured timely & accurate financial close by managing deadlines. Effectively managed cash flow, purchasing, inventory levels, cost of sales and mitigation of financial statement exposure. Business partnered with the President and responsible for managing banking relations, line of credit, and CPA coordination. Show less



AVAR Construction Systems, Inc.

• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2009 - Sep 2012

  Fremont, California Civil Structural construction, engineering, materials distribution and product fabrication privately held foreign owned subsidiary. Consolidated financial reporting converted to international format. A multiple division organization with annual revenue in excess of $35M and over 125 employees includes Union (Laborers/Ironworkers) contractor labor. Managed project accounting functions, project WIP and estimates to complete, capital investments and inventory controls, fixed assets… Show more Civil Structural construction, engineering, materials distribution and product fabrication privately held foreign owned subsidiary. Consolidated financial reporting converted to international format. A multiple division organization with annual revenue in excess of $35M and over 125 employees includes Union (Laborers/Ironworkers) contractor labor. Managed project accounting functions, project WIP and estimates to complete, capital investments and inventory controls, fixed assets, general ledger accounting and consolidated financial statement preparation, analysis & reporting. Directed and led team of two (2) managers and six (6) subordinates and oversaw all aspects of accounting operations, including financial month end close, project billing, AR collections, project costing, accounts payable, office services, and payroll (in-house). •Integrated a new material distribution and product fabrication division into the core business. Established brand-name “dba” Stressteel PTS. Set-up opening balance sheet creating the inventory catalog. Created process for inventory management and controls inclusive of workflow diagram supporting processes workflow. •Performed an ERP system conversion American Contractor to ProContractor. Successfully converted current year open projects. •Established business process improvements resulting in timely and accurate creation of monthly financial statements previously not obtainable. •Utilized Excel vLookup formula to map GL accounts to international financial format for month end financial reporting requirements. •Participated in due diligence process leading to an asset acquisition. In addition, participated in the divestiture of company assets leading to +$500k above expected sale price established by parent company. •Board Member as Secretary Treasurer. Prepared and presented BOD presentations. Show less



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Chief Financial Officer/Controller

  • Oct 1994 - Jan 2009

  951 Mariners Island Blvd., San Mateo, California Software provider specializing in bank and financial institution shareholder record keeping software & services offered in a SaaS or licensed options. A multiple division & location subsidiary of a +$7B publicly traded global leader in information technologies and software services. Subsidiary grew from $25M to $100M in annual revenue through organic growth and acquisitions from 1994 to 2009. Strategic partner to the President and Managers. Performed strategic long-term business plans… Show more Software provider specializing in bank and financial institution shareholder record keeping software & services offered in a SaaS or licensed options. A multiple division & location subsidiary of a +$7B publicly traded global leader in information technologies and software services. Subsidiary grew from $25M to $100M in annual revenue through organic growth and acquisitions from 1994 to 2009. Strategic partner to the President and Managers. Performed strategic long-term business plans and presented to Business Sector and Corporate financial leaders for approval. Converted approved strategic business plans into the annual budgets. Managed and directed the monthly close process for all locations and divisions. Coordinated with Division Managers and collaborate on financial results, analysis and variances and rolling forecasts. Performed SOX testing and management certification. Managed and led a team of finance and accounting professionals including one (1) Controller, one (1) Accounting Manager, three (3) billing, one (1) accounts payable, six (6) office administrators, one (1) payroll and two (2) human resources. •Achieved corporate objectives to offshore 40% of the development team to India. Translated into an annual wage & benefits savings of $1.267M. •Strategic initiative met to lower the cost of ownership to our clients by migrating to a mid-range platform resulting in a more portable platform. The ROI was 1.5 years with an initial investment of $5.6M. Annual savings of $4.0M. •Strategic initiative to develop a next-generation software and migrate customers off three (3) legacy software products. The ROI was 2.5 years with an initial investment of $4.0M. Annual savings $1.6M. •Corporate initiative to convert all subsidiaries to a uniform ERP system. Supported corporate team in due diligence process. Mapped and converted systems from Mas200 to SUNv5/KHALIX. Show less



Miscellaneous

• Design
• 100 - 200 Employee

• Controller, Assistant Controller , Project Accounting and Financial Analyst positions

  • Jul 1985 - Sep 1994

  San Francisco Bay Area Various finance and accounting responsibilities associated with early career employment. A direct hire out of college through on-campus interviews and advancement in companies by taking on increasing job responsibilities leading to promotion and new opportunities.