Experience

Sushi Zushi of Texas, LLC

• United States
• Restaurants
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2023 - Present

• Controller

  • Jan 2023 - Aug 2023



Whataburger

• United States
• Restaurants
• 700 & Above Employee

• Senior Accountant

  • Nov 2015 - Jan 2023

  • Ensure that cash transactions are executed in a timely and accurate manner. • Ensure that controls over cash transactions are maintained to protect company assets. • Support a timely and accurate financial close. • Manage and analyze restaurant unit inventory transactions and balances. • Analyze and adjust food cost between three metrics – actual cost, standardized cost, and ideal cost. • Performs monthly Income Statement analysis and write-up of variances between actual and budget. • Performs monthly Balance Sheet analysis and write-up of material changes in balances. • Responsible for the governance and approval of general ledger accounts, including the creation and assignment of new accounts, the retiring of old accounts, the updating of existing general ledger information and category codes, and the verification of ACH bank account setup and changes on a rotating basis. • Responsible for the review and proper allocation of shared services expenditures. • Manage the accounting for rebates and deferred income items, including soft drink and grease trap services. • Part of the core team on two major projects – AP Automation and a Travel & Expense project designed to improve the efficiency of invoice processing and the handling of travel charges/expense reports, respectively. • Manage, Supervise, and provide backup for the Inventory Coordinator – responsible for processing all payments, recognizing internal revenue generated by the Maintenance Service Company, and tracking/obtaining food credits. Show less



Petco Animal Supplies

• Treasury Analyst

  • Oct 2014 - Nov 2015

  • Ensure that cash transactions are executed in a timely and accurate manner.• Ensure that controls over cash transactions are maintained to protect company assets.• Support a timely and accurate financial close.• Ensure that new bank accounts are set-up on a timely basis.• Monitor bank fees and other costs to ensure that costs are kept at competitive amounts; making recommendations to senior leadership where change is needed.• Ensure that all capital structure payments are made on a timely accurate basis.• Serve as a point of contact for all banking questions.• Preparing accurate financial projections for assigned accounts.• Maintain and issue daily summaries of cash activities / cash flow.• Maintain and issue weekly high-level summary of treasury standing weekly.• Maintain and issue a 2 fiscal period rolling daily forecast of cash.• Process wires, process ACH transfers, reinvest funds to achieve best ROR possible, and order bank supplies as needed.• Assist with external and internal audit requests and questions.• Assist with processing of weekly cash forecasting/accounting functions for new acquisitions yet to be completely integrated with Petco’s processes/systems. Show less

• Accountant and Backup Treasury Analyst

  • Aug 2011 - Oct 2014

  • Responsible for the booking of 8 month-end accruals for Accounts Payable department to accrue and account for prepaid inventory, services billed in arrears, services billed in advance, fix rounding issues, etc.• Responsible for reconciliation of 7 accounts each period.• Responsible for reporting price variances between invoices and purchase orders by vendor weekly, with a more in-depth report due monthly.• Responsible for the comparisons between payment terms discounts estimated and actual discounts received.• Responsible for reporting and research of any outstanding balances remaining for a purchase order in a holding account after invoice and receipts have been processed throughout the month.• Review and approve all new vendor setups and current vendor updates.• Work on and produce special projects and reports as needed.• Serve as back-up Treasury Analyst when current Treasury Analyst is out of the office or requires assistance. Show less



Food Management Partners TX

• San Antonio, Texas Area

• Financial Analyst

  • May 2005 - Aug 2011

  • Responsible for all financial/sales/traffic reporting and comparisons. • Publish, review, and distribute financial statements to ownership and senior-level management. • Manage cash for all entities and report projected weekly activity to ownership. • Manage banking & merchant processing relationships - 17 entities containing 4 concepts and 94 restaurants. • Coordinate with Operations to prepare budget forecasting for upcoming year for each restaurant and company. • Create and distribute pro forma financial statements for each potential new restaurant or business venture. • Assist Director of Finance/Accounting with period-close functions. • Reconciliation of GL accounts, bank accounts and credit card accounts for multiple entities/stores. • Perform daily ACH transfers between multiple banks/entities, wires performed as needed. • Complete projects for ownership as needed ranging from price-change analysis to projections for potential acquisitions. • Accounts Payable experience for multiple companies – both heavy and light duty. • Coordinate with Real Estate department to ensure sales are properly reported to landlords, estimates are accurate for insurance premiums, and property taxes are received, accurate, and paid timely. • Review and distribute expenses between 12 companies for corporate American Express account residing in the top 3% volume-wise worldwide. • Filing of sales and mixed beverage taxes due for TX, NM, OK, MO, KS, and CO. • Coordinate with the I.T. department and contract programmers as one of three individuals tasked with helping to develop an online reporting/communications tool designed to lower overhead and increase timeliness of financials. • Negotiate merchant processing agreements and coordinate transition between processors. • Set up new banking accounts and merchant processing for new store openings. • Manage and produce projects on an as-needed basis for ownership. Show less