Experience

Colorado Enterprise Fund

• United States
• Financial Services
• 1 - 100 Employee

• Controller

  • Apr 2012 - Present

   Established and fully in charge of a comprehensive, periodic financial reporting packages, annual budget, investors’ reports and other financial reports for various purposes.  Responsible for all accounting, compliance and financial reporting and analysis functions including budgeting, full-cycle accounting, fund accounting, portfolio analysis, asset liability management, accounting policies and procedures, etc.  Established procedures and methods to reconcile details between GL and portfolio management system providing comprehensive portfolio reports, analysis and projections.  Created and established various tools & procedures to accomplish proper accounting and financial reporting and performance analysis. Show less



Chandler Farm, Inc.

• Greenwood Village, CO

• CFO

  • Jul 2011 - Mar 2012

  Key Achievements:  Created and established multi-year inventory management/forecasting system after establishing item costing & pricing, sales trend analysis & forecasting.  Cleaned up and reconciled all troubled accounts including shareholders’ investments & distributions and established proper accounting procedures providing proper financial statements and reporting in a timely manner.  Based on the thorough inventory management/forecasting system and establishment of proper accounting practices, provided a comprehensive long-term cash management/forecasting report on a weekly basis. Show less



Sport Haley

• Denver, CO

• Director of Finance/Controller

  • Oct 2010 - Jul 2011

  Key Achievements:  Produced a complete set of monthly financial statements with sales analysis and executive summary on the 10th day of each month, which was 35 days shorter than the previous management’s. Improved the accounting procedures and monthly reconciliations to meet GAAP standards. Provided in-depth reconciliation schedules for all major balance sheet accounts.  Provided complete annual budgets, weekly cash forecast, periodic financial reporting packages based on the historical financial data, comprehensive understanding of the business process and segments and management’s business plans. It was the first budget and accurate cash forecast that the company had in many years. All the information in the reports and analysis was traceable to the data source and prepared to be updated automatically or with minimum manual work.  Created and established a proper documentation system for the business process, organizational structure analysis, inventory flow and forecast system, sales and collections analysis, and market analysis.  Provided sets of procedural memos for the accounting, finance, IT management and supervised human resource policy development.  Managed and restructured the ERP system; Microsoft Dynamics - Navision, and generated multiple reports for all accounting, finance and management using an advanced knowledge of a reporting tool, JetReports, and Excel. Responsibilities:  Fully in charge of Accounting, Finance, Human Resource and IT departments.  Recently left the company due to extensive work hours and lack of resources given to all G&A departments. Show less



Consumer Capital Partners

• Controller

  • Jan 2008 - Sep 2010

  Large private holding company with investments in liquid portfolios, private equities, real estate developments, aviation and charitable foundations. Fully responsible for all accounting of 48 entities in 7 segments. Cleaned up, reconciled accounting records & implemented proper accounting procedures according to GAAP. Partnership accounting/Organization Structure Maintenance of very complicating 70 plus legal entity organization. Financial planning, forecasting, analysis, reporting for CFO. Working closely with HR manager for payroll, benefit acccounting. Working with outside auditors, tax accountants, attorneys. Supervising & leading accounting/finance team. Strong in analytical & critical thinking, deliverables, work ethics, throughness & forward thinking. Currently trained & working on Excel dashboard reporting, balanced scorecard & studying the concepts of Beyond Budgeting & BPM. Show less



RTR in Colorado

• Owner/General Manager/CFO

  • Jan 2001 - Jan 2006

  Successfully executed purchasing, leasing, managing, selling, and disposing assets, real estates and businesses. Produced and managed financial forecasting, budgeting, planning and analysis as well as managing assets for both lodging and restaurant businesses with over $1M annual revenue. Supervised up to 25 employees. Successfully executed purchasing, leasing, managing, selling, and disposing assets, real estates and businesses. Produced and managed financial forecasting, budgeting, planning and analysis as well as managing assets for both lodging and restaurant businesses with over $1M annual revenue. Supervised up to 25 employees.



Arthur Andersen LLP/Andersen Consulting

• Senior Auditor

  • Mar 1997 - Oct 2000