Experience

SymbolArts

• United States
• Manufacturing
• 1 - 100 Employee

• Controller

  • Jul 2020 - Present



NOW CFO

• United States
• Accounting
• 200 - 300 Employee

• Consultant

  • 2018 - 2020

  Providing CFO/Controller consulting services to companies in various industries.



ActiveCare, Inc. (public trading company, healthcare provider)

• Controller

  • Jul 2010 - May 2018

  Orem, UT Key achievements: Increased the company’s’ collection period averaging from 107 days to 38 days; Streamlined the company operation and medical billing process and eliminated company annual write off of $150k; Strengthen the internal control; Worked through setbacks and improved work accuracy and efficiency with limited resources. Responsibilities: • Manage account receivable department and company revenue collections • Oversee medical billings and support shipment… Show more Key achievements: Increased the company’s’ collection period averaging from 107 days to 38 days; Streamlined the company operation and medical billing process and eliminated company annual write off of $150k; Strengthen the internal control; Worked through setbacks and improved work accuracy and efficiency with limited resources. Responsibilities: • Manage account receivable department and company revenue collections • Oversee medical billings and support shipment operations • Perform quarterly and annual close, generate financial statements and SEC reports • Coordinate with external auditors for quarterly reviews and annual audits • Generate and update financial forecast and financial planning and analysis • Work with different teams to smooth out the company daily operations Show less



Recycled Fibers Division, The Newark Group

• Assistant Controller

  • 2007 - 2009

  Stockton, California Area Key achievements: Improved month end close efficiency and accuracy by streamlining the process and implementing additional controls; built comprehensive freight analysis excel module to keep track of the efficiency of rout drivers; provided timely and accurate financial analysis and projections to management team for decision making Responsibilities: • Responsible for month end close process, prepared monthly financial reports, and performed variances analysis • Reconciled plant… Show more Key achievements: Improved month end close efficiency and accuracy by streamlining the process and implementing additional controls; built comprehensive freight analysis excel module to keep track of the efficiency of rout drivers; provided timely and accurate financial analysis and projections to management team for decision making Responsibilities: • Responsible for month end close process, prepared monthly financial reports, and performed variances analysis • Reconciled plant physical inventory, GL accounts, and company bank accounts • Assisted the controller overseeing AP/AR, hourly payroll, and performed multiple complex operation analysis for management team • Provided system support for accounting and customer service departments Show less



CIBIZ

• Staff Accountant in Litigation

  • 2006 - 2007

  • Assisted in forensic accounting and litigation matters • Performed financial analysis and interpreted financial statements and records • Collected and organized support documents, developed and presented results