Experience

Pender Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Director of Finance

  • Jul 2023 - Present

• Corporate Controller

  • Jul 2021 - Aug 2023

  Los Angeles, California, United States



Relevant Group

• United States
• Real Estate
• 1 - 100 Employee

• Corporate Controller

  • Sep 2019 - Mar 2021

  Los Angeles, California • Oversaw full-cycle fund, construction, and operational accounting for 76 entities (balance sheet, income statement, cash flow analysis, treasury management, accounts payable, budgets, intercompany reconciliations, investor relations, payroll, annual audits, IRS audits, federal and state tax returns). • Directed treasury management of a $350 million asset portfolio and annual capex and opex spending of $30 million plus • Managed a team of 10 accounting direct reports within the Finance… Show more • Oversaw full-cycle fund, construction, and operational accounting for 76 entities (balance sheet, income statement, cash flow analysis, treasury management, accounts payable, budgets, intercompany reconciliations, investor relations, payroll, annual audits, IRS audits, federal and state tax returns). • Directed treasury management of a $350 million asset portfolio and annual capex and opex spending of $30 million plus • Managed a team of 10 accounting direct reports within the Finance Department, by hiring qualified candidates, providing essential skills training, reviewing accuracy of work, and conducting annual performance reviews. • Spearheaded the review and finalization of all financial statements (individual entity and consolidated) on a monthly, quarterly, and annual basis to facilitate executive decision-making. • Created and maintained key ad-hoc reports for investor and joint venture board meetings to showcase overall project status (budget vs. actual, forecasts, overhead expenses, percentage of completion, stakeholder equity). • Secured loans from private lenders and investors for real estate ventures by preparing pitch decks and financial analysis reports to fulfill lender due diligence requirements. • Analyzed operating hotel and restaurant KPIs and worked with affiliate Controllers to achieve performance targets. • Supported CFO and CAO with real estate transactions along with short and long term strategic financial objectives. • Refined the Finance Department by establishing, monitoring, and enforcing policies and internal controls.

• Assistant Controller

  • Mar 2018 - Sep 2019

  Hollywood, California • Conducted the migration of accounting records from QuickBooks to Sage 300 to improve financial operations. • Strategized with department heads to scale internal processes and overcome growing pains. • Supervised the completion of annual audits, reviews, and tax returns with KPMG.

• Senior Accountant

  • Sep 2017 - Mar 2018

  Hollywood • Drove the transformation from a private accounting framework to GAAP compliant reporting requirements. • Prepared consolidated monthly, quarterly, and annual financials for management review.

• Staff Accountant

  • Sep 2016 - Sep 2017

  Hollywood • Reconciled backlog of accounting records (intercompany accounts, bank statements, financial statement variances)



Technicolor Creative Studios

• United States
• Entertainment Providers
• 700 & Above Employee

• Accounts Payable Accountant

  • Oct 2015 - Jun 2016

  Ontario, CA • Liased with Canadian purchasing team to ensure proper communication and aligned goals. • Processed around 500 invoices a month with over 95% accuracy, in charge of month-end accruals, arranged weekly payment runs to vendors, handled vendor payment issues. • Matching invoices to purchase orders, setting up new vendors, and worked with Canadian taxes such as federal GST/HST taxes and local PST/QST taxes to ensure the taxes were reportedly accurately every month end… Show more • Liased with Canadian purchasing team to ensure proper communication and aligned goals. • Processed around 500 invoices a month with over 95% accuracy, in charge of month-end accruals, arranged weekly payment runs to vendors, handled vendor payment issues. • Matching invoices to purchase orders, setting up new vendors, and worked with Canadian taxes such as federal GST/HST taxes and local PST/QST taxes to ensure the taxes were reportedly accurately every month end. • Posted and reclassed an estimate of 50 journal entries per week for cash account, fixed asset accounts, petty cash, equipment expenses, prepaid rent, meals and entertainment, employee travel reimbursements, and more. Show less



Shark Investments

• Staff Accountant

  • Dec 2014 - Oct 2015

  Rancho Cucamonga • Performed essential duties such as maintaining an accurate general ledger and balance sheet, creating monthly Profit & Loss reports on Excel, accounts payable duties and monthly bank reconciliations. • Managed payroll responsibilities by being in charge of both hourly and salary employees, processed manual checks precisely, reconciled bi-weekly payroll activities, and handled all payment issues. • Managed construction budgets by tracking cost allocations and prepared budget vs… Show more • Performed essential duties such as maintaining an accurate general ledger and balance sheet, creating monthly Profit & Loss reports on Excel, accounts payable duties and monthly bank reconciliations. • Managed payroll responsibilities by being in charge of both hourly and salary employees, processed manual checks precisely, reconciled bi-weekly payroll activities, and handled all payment issues. • Managed construction budgets by tracking cost allocations and prepared budget vs. actual reports for management review. • Coordinated with numerous vendors to ensure accounts are reconciled and reviewed aging accounts receivables. • Performed monthly ROI analysis on homes sold and cost analysis on fixtures. Show less



Riverside Community VITA Program

• Tax Preparer & Quality Reviewer

  • Jan 2013 - Apr 2014

  Riverside



Microsoft Student Partners UC Riverside

• Microsoft Student Partner

  • Oct 2011 - Apr 2012

  Riverside