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Yyyyyy x. yyyyyy
- 8880 Cal Center Dr Ste 400 Ÿ Xxxxxx, CA xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com
Portfolio Manager ▪ CFO (SME)
Qualifications Profile
Self-assured management professional with more than 41 years providing business management as an entrepreneur, and financial management and controllership in the property management, hospitality, and business solutions sectors.
- Proven dedication to process efficiencies and client satisfaction that create cost and service quality advantages in competitive markets, successfully growing a tax consultancy and IT solutions company.
- Detail-oriented, with critical thinking to resolve financial management issues, build business models, and deliver accurate business valuations and profitability analysis, while ensuring GAAP/SOX compliance, conducting audits, managing investment portfolios, and harnessing IT solutions that enable accounting efficiencies.
Exceptional people management and interpersonal communication skills that inspire customer confidence, performance excellence, and teamwork synergies across with colleagues and subordinate in achieving shared goals.
Professional Experience
Quasar 3 Business Services, Inc. Founder/Operator 2003 Present
Provide strategic direction and leadership to an accounting and income tax preparation business specializing in the SME markets and successful grew and sold an affiliate business known as Accountants Outsource in 2010.
Rebuild and sustain the accounting and tax client base, adding services in business valuation, due diligence, and exit planning consulting, while completing tax preparation for several local corporate accounts.
Oversee completion of several Valuation Projects such as Brokers Opinion of Value for Acquisition and Sales; Calculation of Value for Estate and Gift Taxes; and Calculation of Value for Shareholder Dissenting Actions.
Manage consulting projects that include the purchase of a chiropractic practice, property management, HVAC, produce, restaurants, industrial cleaning etc.
Horizon West Headquarters, Inc. Rocklin, CA Assistant to the CFO 2000 2002
Provided administrative and financial management support to the CFO of a firm operating 40 long term care hospitals in CA and UT generating over $200M in annual revenues.
Oversaw the implementation and management of the Great Plains software and FRx reporting products, and associated DBMS, including migration projects from legacy systems to ADP Payroll and more efficient reporting systems.
MTI College of Business, CSUS Instructor 1997 2000
Developed lessons and conducted classes in Finance, Strategic Management, Statistics, & Business Communication.
The Phoenix Group Accountant & Reseller of Accounting Software Products & Services 1990 1997
Founded and grew the business representing Great Plains line of accounting software products, promoting and installing the solution to companies in a several business sectors that included manufacturing, service, and non-profit.
Chatmar, Inc. Monterey CA Corporate Controller 1986 1989
Supervised hotel controllers and staff accountants in managing accounting operations for a property development/management firm operating hotels and other real estate properties in CA with over $20M in annual revenues, and about 400 employees.
Clarion Hotels San Rafael & San Francisco, CA Controller 1983 1985
Woodlake Inn (now Woodlake Red Lion Hotel) Xxxxxx CA Controller 1980 1983
Rancho Murieta Country Club Rancho Murieta, CA Office Manager 1976 1979
Education & Credentials
M.B.A. in Finance, XXXXXX STATE UNIVERSITY XXXXXX
B.A. in Business Administration, UNIVERSITY OF PHOENIX
Technical Skills
IT Project Management, Systems Implementation, & Custom programming
Apps: QuickBooks & QuickBooks Enterprise Solutions, Great Plains E-enterprise, Valuesource & Valutrax
Licensure, Professional Training & Certifications
Certificate in Accounting, Linfeld College, OR | CVA (Certified Valuation Analyst)
EA (Enrolled to practice before the Internal Revenue Service) | Licensed CA Business Broker (BRE 01922479)
Professional Affiliations
National Association of Certified Valuators and Analysts | Xxxxxx Association of Business Brokers
Member Xxxxxx Society of Enrolled Agents
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