SUMMARY

• Tenacious, empowering, and positive leader who is a driven Controller who increases revenue, implements new standards, and creates new goals for continued success with integrity, impeccable time management, risk management through budgeting and forecasting, while positioning the business for lasting success.
• Proficient Month End, financial reporting, and impeccable auditing history allowing for continuous evaluation of short and long - term strategic financial objectives.
• Developed risk management, that translates business vision into Financial, HR and IT initiatives with improved companywide performance, probability, growth, and employee engagement.
• Brings unique perspective through hands on experience, with proven skills as a genuine influencer who thrives on tough challenges and translates visions and strategies into actual cost savings, developing new business, improving quality and production, and creating value added goals. Looking to bring a positive change for companies to realize their financial potential and establish new goals based off the successful changes.

TECHNICAL SKILLS

• BUSINESS TRANSITION LEADER
• RISK MANAGEMENT
• COST ACCOUNTING
• BUSINESS DEVELOPMENT
• BUSINESS TURNAROUND
• LEAN MANAGEMENT
• GLOBAL BUSINESS MANAGEMENT
• POLICY & PROCEDURES IMPLEMENTATION
• KEY PERORMANCE INDICATORS (KPI)
• STRATIGIC PLANNING & EXECUTION
• CONTINUOUS IMPROVEMENT
• PEOPLE MANAGEMENT & DEVELOPMENT
• CROSS TRAINING PROGRAM
• CULTERAL TRANSFORMATION
• TRAINING & DEVELOPMENT
• FIXED ASSESTS & DEPRECTIATION
• MUTLISTATE ACCOUNTING AND HR
• INTERNATIONAL ACCOUNTING
• AQUISITIONS & MERGERS
• WORKMANS COMP

PROFESSIONAL EXPERIENCE

Confidential

IT MANAGEMENT

Responsibilities:

• 2-day month end close process by completing hard month end close procedures from pre-close, accruals, & final entries.
• Complete year end close and audit, complete annual budget per location and prepare annual accruals, deprecations, and fixed assets.
• Ensured timely and accurate reporting in accordance with US GAAP standards for financial reporting to include Balance Sheet, Income Statements, Cash Flow Statement, Trended Financials, MOR Reporting, Gross Margin reporting, Inventory Reserve/Obsolete Inventory reporting, COGS reporting, Sales by Customer reporting, WIP/RAW/FIGO/OMOP reporting. Profit and loss reporting, companywide detailed reconciliation master reporting and other requested financial operating reports.
• Prepare & present all month/quarter/year-end financial reporting/analysis for pricing decisions/changes, contract negotiations & capital investments.
• Work closely with CEO on performance, organizational, and leadership matters.
• Experienced in US GAAP standards entries and reporting to include ASC 605/606/718/805.
• Maximized return on financial assets by establishing financial policies, procedures, controls, and reporting systems.
• Guided financial decisions by establishing, monitoring, and enforcing policies and procedures.
• Protects assets by establishing, monitoring, and enforcing internal controls.
• Monitors and confirms financial condition by conducting audits and providing information to external auditors to include international.
• Maximizes return and limits risk on cash by minimizing bank balances and making investments.
• Prepares budgets by establishing weekly meetings by collecting, analyzing, and consolidating financial data, recommending plans.
• Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions.
• Provides status of financial condition by collecting, interpreting, and reporting financial data.
• Complies with federal, state, and local legal requirements by studying existing and new legislation, anticipating future legislation, adherence to requirements, filing financial reports, and advising management on needed actions.
• Prepares special reports by collecting, analyzing, and summarizing information and trends.
• Ensures operation of equipment by establishing preventive maintenance requirements and service contracts, maintaining equipment inventories, and evaluating new equipment and techniques.
• Completes operational requirements by scheduling and assigning employees, following up on work results.
• Complete risk assigned projects and present accomplished projects.
• Protect operations by keeping financial information and plans confidential.
• Manage, oversee, and develop internal finance functions, including FP&A, Accounting, and Corporate Development.
• Proactively identify opportunities for improvement, risks, anomalies, and growth.
• Provides status reports to senior management or other management to keep them apprised of progress and any anticipated issues
• Evaluate business development data for regional business units by market sector, prepare related analyses for management meetings.
• Strong background in analyzing risk management, project management, developing strategic companywide transition programs for the company. Hands on execution with creating process improvement, lead continuous improvement by documentation, organizational alignment, operating within compliance, implementation and standardizing to scale our growth efficiency and agility.
• Provided status reports to fellow managers to keep them apprised of progress and any anticipated issues.
• Evaluate business development data for regional business units by market sector and prepare related analyses for monthly management meetings. Proactively identify opportunities for improvement, risks, anomalies, and growth.
• Implemented policies and procedures through risk management through budgeting and forecasting allow full transitions to improve business revenue.
• Oversees and/or develops strategic HR training programs for management and employees. Evaluates and recommends improvements for the organization's HR programs procedures and practices.
• Provides oversight and guidance on the identification, analysis, and resolution of human resources related issues.
• Communicates changes in organizational personnel policies and procedures and ensures proper compliance is followed. Guide managers and employees on problem solving, conflict resolution, regulatory compliance, and litigation avoidance.
• Coordinates and/or conducts exit interviews to determine reasons behind separation.
• Provides knowledge in strategy development and execution, planning, and facilitation of employee relations. Project manage improvements.
• Oversee annual processes, including talent management & succession planning, engagement survey, reporting & action planning.
• Lead performance management, salary planning/reward management, succession planning and talent management at the site level.
• Leads, plans, and aligns an interactive ongoing process with leaders in the development and implementation of innovative strategies leading to positive business outcomes & actively transferring best practices from/to different functions within the organization.
• Leads using a strategic mindset thinking about the collective organization, big picture as the analyst, gathering data as needed and making key decisions that drive results within assigned business units.
• Passionate about continuously improving and providing high quality care and service excellence to consumers and employees.
• Champion’s diversity, inclusion, and equality.

Confidential, AZ

DIVISION CONTROLLER

Responsibilities:

• Member of Board of Directors, Manager of Finance/Accounting, Human Resources, IT, and Administration. 23 Direct Reports
• Responsible for the Phoenix Transition Project, implemented cost savings program FBI (forecast, budget, integration) through assigned KPIs and employee goals, increasing revenue from $13m to $68m the 1st year. Continual growth over the next 3 years.
• Worked closely with cross-functional teams to reverse a downward trend in past-due account collections of $6 million to $200,000 in 3 months.
• Increased profit margin from 3% to 23% in 6 months by shifting away from non-profitable jobs into new business development partnerships.
• Preparing for the unexpected and unprecedented: Forecasted short- and long-term impacts of COVID-19 crisis on loan and investment portfolios.
• Built $50 million safety net to safeguard bank assets despite rising consumer delinquencies due to COVID-19.
• Established work from home network for all locations US and International allowing for 32% employee retainage through pandemic.
• Implemented companywide cross training program changing company turn over from 67% to 2% in 12 months; saving $1.8M & improved moral
• 0 Minors and 0 Majors total of 22 Audits companywide internal and external audits during employment.

Confidential, PEORIA, AZ

CONTROLLER/PROJECT MANAGER

Responsibilities:

• Member of Board of Directors, Manager of Finance/Accounting, Human Resources, IT, and Administration. 18 Direct Reports
• 6 Divisions: (GSA) Federal/Government Contracts, Electrical, Construction, General Contracting, Facilities Maintenance & Manufacturing
• 2017-2018 received checks for remaining projects I managed until they closed.
• Saved company records after owner accidently clicked on virus that erased all records to include back up records, savings of $265,000.
• Installed IT security measures and entered 30 years of data into new Accounting/Project management program/ERP software allowing productivity to increase by 23% and allowed for high security measures to be implemented as well as company disaster plan to be revised.
• Increased revenue through risk management transition process from $9M to $38M the 1st year. Continual growth of 5% per year for next 6 years.
• Lead software transition program allowing increase in productivity by 23% and cost savings of $172,000 through productively.
• Project managed Tier 2 construction and facilities jobs contributing $58M to revenue over course of employment.
• Ensured risks with the business actives are TEMPeffectively identified, measured, monitored, and controlled while not effecting operational efficiency.
• Reduced company workman comp claims by 80% as daily meetings on safety are in place with weekly audits being performed.
• 0 Minors and 0 Majors total of 12 Audits companywide internal and external audits during employment.

Confidential, AZ

CONTROLLER/ PROJECT MANAGER

Responsibilities:

• Member of Board of Directors, Manager of Finance/Accounting, Human Resources, and Administration. 16 Direct Reports
• 6 Divisions: (GSA) Federal/Government Contracts, Construction, General Contracting, Facilities Maintenance, Sheet Metal, & Manufacturing
• 2011-2013 received checks for remaining projects I managed until they closed.
• Fostered transition into Federal contracts boosting revenue up from Millions to Billions in 2 years’ time.
• Maximized account acquisition, channel expansion, and creative breakthroughs while managing $239M budget.
• Consolidated departmental responsibilities and streamlined accounting system
• Brought cost saving of $375,000 annually and 18% production savings by streamlining payroll and bringing it in house.
• Strong background in analyzing risk management, project management, developing strategic companywide transformation program for the company. Hands on execution with creating process improvement, lead continuous improvement by documentation, organizational alignment, operating within compliance, implementation and standardizing to scale our growth efficiency and agility.
• Implemented compliant safety program, resulting in a reduction of Worker’s Compensation cost by $95,000 annually, a 32% savings.
• Introduced customers to monthly presentation packets, showing financials in real time that received referrals increasing revenue by $6.8M.

Confidential, AZ

ACCOUNTANT/LOAN PROCESSOR

Responsibilities:

• Manager of Finance/Accounting, Human Resources, and Administration. 5 Direct Reports
• Ranked #2 in loan processing after 6 months of employment that was previously ranked #42.
• Saved $1.9M in loans from calls to cancel refinance. Received award for highest saved loans in over 10 years.
• Reduced worker’s compensation cost by $55,000 annually, a 12% savings.
• 0 Minors and 0 Majors total of 8 Audits companywide internal and external audits during employment.

TECHNICAL SKILLS

QUICK BOOKS: Construction | Enterprise Essentials | Online | Plus | Self-employed Contractor Edition | Advanced Desktop | Premier

SAP: ERP| S4/HANA | Arabia | Question-mark | Tricentis | Digital route | Skills soft | Risk management | HR | Accounting upgrades

SAGE: Online | Sage 100 | Sage 300 | HR | Contractor | Construction | Project Center | Accountant Edition | MAS90

MICROSOFT: Dynamics | AX | Great Plains | Crystal Reports | Forecaster | Report Writing | HR | PM | Module Implementation

HR: Paychex Flex | ADP | Bamboo HR | Patriot payroll | Namely | Peachtree | Benefit Management | Paycore | Sky Prep | Oracle

PROJECT MANAGEMENT: Asana | Jira | DocuWare | Wrike | Smart sheet | Hive

Quality: ISO | Master-control | Inspect2Go | QT9 | QCBD | QMS | Net Suite

REPORTS: Insight | Pro-workflow| Adaptive Planning | Domo | Encore