Experience

Heritage Pointe, Orange County

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Accounting Controller

  • Feb 2019 - Present

  Mission Viejo, California, United States Reports directly to the CEO. Contributes to the organization’s strategy, tactics, forecasting, and overall efforts to continually improve performance and remain financially viable. Manages all finance functions, including general ledger, accounts receivable, accounts payable, payroll, bank reconciliations, trust accounting, workers compensation, financial statements, and budget development. Acts as the point person for the monthly tracking and communications to residents and family members… Show more Reports directly to the CEO. Contributes to the organization’s strategy, tactics, forecasting, and overall efforts to continually improve performance and remain financially viable. Manages all finance functions, including general ledger, accounts receivable, accounts payable, payroll, bank reconciliations, trust accounting, workers compensation, financial statements, and budget development. Acts as the point person for the monthly tracking and communications to residents and family members regarding accounts receivables. Develops and adheres to a sound accounts receivable process and provides reporting to the CEO and Finance Committee. Provides functional leadership to the accounting department, including all aspects of management such as hiring, training, and performance evaluations. Submits all necessary financial records and cost reports to authorized government agencies, as required by regulations. Adheres to all tax laws and regulations. Informs management about the implications of and recommended actions to proposed changes in accounting, finance, and taxes. Leads in the annual audit. Participates as a member on various committees and staff meetings. Show less



California Association of Community Management (CACM)

• Director of Finance and Operations

  • Oct 2016 - Apr 2022

  Director of the accounting, reporting, operations, risk and human resource functions. Built a new reporting system from the ground up including all standard reports, Dashboard, bonus reports, Flash and trend reports. Created a successful new budget model and guided the CEO and Directors through the process. Direct all general accounting and operations functions for the organization, ensuring that processes and procedures are in compliance with standard GAAP and FASB principles, standards… Show more Director of the accounting, reporting, operations, risk and human resource functions. Built a new reporting system from the ground up including all standard reports, Dashboard, bonus reports, Flash and trend reports. Created a successful new budget model and guided the CEO and Directors through the process. Direct all general accounting and operations functions for the organization, ensuring that processes and procedures are in compliance with standard GAAP and FASB principles, standards, regulations and organizational policy accounts. Negotiated a new lease for the organization and oversaw the build-out and office move. Manage all office operations including the learning management system, general ledger, association management system, office equipment, and relationships with the Audit Committee and Long Term Investment Committee. Oversee all Human Resource compliance as it relates to workers’ compensation, health benefits, and best practices in alignment with California employment law. • Ensure that the books are closed monthly and a full set of succinct and meaningful financial reports are prepared accurately for the President and Board of Directors. • Worked closely with the sales and marketing team to prepare monthly and quarterly forecasts and to analyze the results for continuous improvement. • Design and oversee the ongoing analysis of process constraints, target costing projects, margin analysis, and tracing costs back to underlying activities to identify savings and improvements. • Develop managerial metrics and reporting as necessary to provide adequate control over the business and provide information useful for staff to manage activities. • Created new simplify bonus models that encourage entrepreneurial thinking and business growth. • Lead the preparation of tax reporting and other federal and state reporting. • Oversee the budget planning and development process and provide ongoing monitoring of the budget throughout the fiscal year. Show less



Roth Staffing

• United States
• Staffing and Recruiting
• 200 - 300 Employee

• Director of Financial Analysis and Budgeting

  • Aug 2006 - Mar 2016

  450 N. State College Blvd., Orange, CA 92868 Analytical and skilled Financial Director with a solid and progressive career leading financial analysis and budgeting operations for large, fast-paced organizations. ●Expertise in the analysis and strategic modeling of financial operations to evaluate progress. ●Skilled in developing budgets, strategic plans and compensation analysis to support growth. ●Adept at leading and training teams to utilize financial tools to maximize profitability and cost savings… Show more Analytical and skilled Financial Director with a solid and progressive career leading financial analysis and budgeting operations for large, fast-paced organizations. ●Expertise in the analysis and strategic modeling of financial operations to evaluate progress. ●Skilled in developing budgets, strategic plans and compensation analysis to support growth. ●Adept at leading and training teams to utilize financial tools to maximize profitability and cost savings. ●Excellent interpersonal skills to communicate complex financial topics to all audiences. ●Proficiency in all industry standard tools, including Microsoft Office Suite (Word, Excel, PowerPoint), BizBroadcast, BizNet, FRx, Sage 500, BizInsight, PeopleSoft, BaaN, SAP Crystal, nVision, Hyperion, BusinessObjects, SRC, EssBase and Vista Plus. Lead, design and update all aspects of financial and budget operations to streamline processes and enhance efficiency, accuracy and profitability for the rapidly changing staffing industry. Work closely with senior management to review and redesign reporting structure to improve accuracy and accessibility for 100+ field offices and management teams. ●Developed and implemented a monthly report book widely used and appreciated by management teams to assess trends, monthly variances, gross profit and net income. ●Partnered with the Controller to assure a speedy and smooth month end and year end close. ●Value creation through detailed analysis of trends, deals, and new business opportunities. ●Performed comprehensive training and mentoring for all new managers to ensure a high standard of excellence in reading, reviewing and analyzing financial reports and variances. ●Successfully conduct annual bonus proposal models to ensure accuracy, fairness and promote business growth. Show less



RemedyTemp Inc.

• Director of Financial Analysis and Budgeting

  • Mar 2005 - Aug 2006

  101 Enterprise, Aliso Viejo, CA 92656 Directed the design, models and reporting processes for company’s budget, resulting in increased efficiency and clarity across all departments. Oversaw all internal reporting, including income statements, balance sheets, EVA, cash flow and individual reports to ensure optimal precision and accuracy. ●Delivered key improvements to all forecasting models. ●Process Improvements for all internal, SOX and SEC reports. ●Drove efficiencies and streamlined workflows by updating… Show more Directed the design, models and reporting processes for company’s budget, resulting in increased efficiency and clarity across all departments. Oversaw all internal reporting, including income statements, balance sheets, EVA, cash flow and individual reports to ensure optimal precision and accuracy. ●Delivered key improvements to all forecasting models. ●Process Improvements for all internal, SOX and SEC reports. ●Drove efficiencies and streamlined workflows by updating reporting procedures to a web-based, paperless system, effectively improving cost/resource savings and security levels. Show less



Bausch+Lomb

• Financial Manager

  • May 2000 - Feb 2005

  180 Via Verde, San Dimas, CA 91773 Effectively oversaw all aspects of financial planning and operations for the Marketing Team, including financial reporting, comprehensive monthly close processes, Global Surgical Royalty payments, reserves and forecasting. ●Successfully developed and implemented a weekly reporting tool to enhance planning and forecasting processes. ●Provided expert support and recommendations to the Marketing Team to drive focus on the company’s most profitable products through EVA modeling.… Show more Effectively oversaw all aspects of financial planning and operations for the Marketing Team, including financial reporting, comprehensive monthly close processes, Global Surgical Royalty payments, reserves and forecasting. ●Successfully developed and implemented a weekly reporting tool to enhance planning and forecasting processes. ●Provided expert support and recommendations to the Marketing Team to drive focus on the company’s most profitable products through EVA modeling. ●Worked closely with the SOX team to develop reports and processes for compliance. Financial Manager, Sales Team, December 2000 - June 2003 Managed and lead all aspects of financial operations for the Surgical Sales Team, including sales accruals, reserves, variance analyses, revenue recognition, month-end closing processes and the supervision of two financial analysts. Worked closely with team members to develop and implement an effective sales commission plan to reward profitable activities and sales representatives. ●Developed key presentations for the Vice President of Finance and Board of Directors, including year-end projections, sales variances and expert recommendations for improvements. Global Strategic Analyst, May 2000 - November 2000 Effectively led the Global Strategic Team to invest in activities and products with higher profits and analyzed new business opportunities, including acquisitions and new product lines. Developed a 2001 business plan and effectively advised on spending and monthly variances. ●Successfully promoted to Financial Manager of the Sales Team as a result of superior leadership performance. Show less



Coca-Cola Fountain

• Senior Financial Analyst

  • May 1989 - May 2000

  6 Executive Cir, Irvine, CA 92614 Managed the yearly business cycle for all aspects of the operational and marketing activities for the Western Regions two largest regional sales departments with annual sales of $90 million. Developed annual business plans for sales managers and individual budgets for each of our largest customers. Both of these activities required a deep understanding of goals, strategies, policies, and customer contracts. Acted as consultant to regional directors regarding impact of… Show more Managed the yearly business cycle for all aspects of the operational and marketing activities for the Western Regions two largest regional sales departments with annual sales of $90 million. Developed annual business plans for sales managers and individual budgets for each of our largest customers. Both of these activities required a deep understanding of goals, strategies, policies, and customer contracts. Acted as consultant to regional directors regarding impact of decisions to area profits and company policies. Coached the sales team in negotiating, writing, and executing new customer contracts. Managed the monthly preparation and presentation of annual projections, including recommendations for corrective action against negative variances. Created economic models/scenarios for use in developing strategic plans for both Coca-Cola Fountain and its customers, which helped ensure economic profit for both. Helped the sales team decide which activities/customers were the most profitable and where their limited resources were best spent. Budget Analyst - May 1993 to May 1998 Assistant Financial Analyst - January 1990 to May 1993 Special Project Administrator - May 1989 to January 1990 Show less