Experience

Gateway Community Charters
• United States
• Education Administration Programs
• 1 - 100 Employee
• Director Of Business Services

  • Sep 2021 - Present


Delta Managed Solutions, Inc.

• United States
• Education Administration Programs
• 1 - 100 Employee

• Finance Director

  • Jan 2020 - Sep 2021

  In my role as finance director, I head a client-side stakeholder team to ensure seamless execution of day-to-day payroll, accounts payable, and finance tasks. I team lead the finance department with responsibilities for employee engagement and keeping a high-performance team up to date with the latest CDE regulations and reporting requirements. I administer end-to-end functions related to financial accounting, planning, and analysis, while delivering executive management support for statutory reporting. I steer all facets involved in budget management and cost-effective resource allocation to optimize financial performance for business. Key highlights of contributions as Finance Director: • Led financial forecasting, budgeting, and reporting for five K-12 California public charter schools in eight school districts. • Analyzed school financials and provided robust recommendations to confirm continuous improvement. • Devised and deployed action plans to attain annual financial objectives, as well as communicate any potential risks. • Successfully spearheaded ten audits without findings or going concerns. Show less

• Assistant Finance Director

  • May 2017 - Jan 2020

  As assistant finance director, I supported the finance director in delivering high-quality back-office accounting and financial services. I provided critical aid to finance directors by maintaining up-to-date and accurate financial information of clients' schools, as well as assisting with other reporting, compliance, and related client needs. I collaborated with the accounts payable, payroll, and administrative teams. Key highlights of contributions as Assistant Finance Director: • Successfully prepared and assisted with many audits without findings or going concerns. • Mastered CSAM (CA School Accounting Manual) knowledge. • Federal and State grant compliance reporting. • Budget forecasting, involving salary, benefits, and position management. Show less



COMPASSION PLANET

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Business Manager and Buyer

  • Jul 2013 - Jan 2020

  During my tenure, I executed full lifecycle of accounting operations, including accounts reconciliation, bank deposits, accounts payables and receivables, purchase orders, and inventory management for a non-profit organization with multiple business entities, while confirming compliance with legal and regulatory guidelines. I liaised with diverse consultants and vendors to negotiate, set, and manage procurement policy. I served as project manager for tenant improvements. I confirmed optimal oversight of sales tax filings and payroll processes. • Planned, designed, and set up General Ledger (GL) in accounting application. • Created company policies/procedures and new hire documents while serving as HR contact. • Developed robust financial/semi-monthly sales reports and presented in board meetings. Show less



Tahoe RF Semiconductor Inc

• Accounting Manager & Facility Security Officer

  • Jul 2008 - Aug 2013

  In this role, I oversaw full spectrum of accounting activities, including banking, reconciliations, payables, invoicing, receivables. I prepared monthly and annual financial reports for CFO/CEO and Board. Managed Department of Defense (DoD) contract compliance. I aided in audits from agencies such as IRS, State of CA, DCAA, and Workers Compensation provider. • Led planning and development of cost accounting system. • Collaborated with various DoD agencies to receive approval and maintain accreditation as a Trusted Supplier. • Designated as Defense Security Services (DSS) Field Security Officer for a Sensitive Compartmented Information Facility (SCIF) with Secret Clearance. Show less



Gordon Rogers Architecture

• Chief Financial Officer

  • Jan 1998 - Jun 2008

  Financial management of an architectural firm with a staff of 12. Assisted in management decisions, Responsible for semi-monthly billings and receivables; Financial reporting; Payroll processing; Accounts Payable; Tax filings; Managed accounting staff. Financial management of an architectural firm with a staff of 12. Assisted in management decisions, Responsible for semi-monthly billings and receivables; Financial reporting; Payroll processing; Accounts Payable; Tax filings; Managed accounting staff.