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Yyyyyy x. yyyyyy
PO Box 0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Experienced Strategic Leader with 20+ years of experience in high-stress environments along with a strong background within a variety of industries. Experienced in managing daily financial operations, creating comprehensive business strategies, providing guidance to executive management, and ensuring organizational compliance with GAAP principles. Equipped with a significant level of communication and interpersonal abilities in addition to a strong background in effectively fostering positive relationships with clients, vendors, and members of executive management.
Proficient in: Deltek Vision, Deltek Advantage, Harper and Shuman Systems, WIND 2 Systems, PeachTree, Great Plains, Accpac, QuickBooks, Microsoft Office Suite, Access, and IBM 36/400
Key Competencies
Forecasting/Budgeting WIP/Revenue Recognition ERP/CRM Software Strategy Development |
GAAP Principles Complex Problem Solving AASHTO/FAR Job/Project Accounting |
Process Improvement Contract Negotiation Cost Optimization Backlog Management
|
Professional Experience
Studiobooks LLC 1995-Present
CFO/CAO
- Directly manage daily operational and financial operations within a fast-paced environment with a focus on increasing productivity and efficiency
- Play an integral role in managing high level projects which requires identifying project needs, developing budgets, and providing training to both new and experience Project Managers
- Utilize superior analytical abilities in order to manage internal ERP software systems in addition to successfully completing in-depth business analysis and managing large amounts of financial data
- Review and respond to RFP s and RFQ s, develop both billing and overhead rates, create billing schedules for clients, and ensure GAAP principles are consistently followed
Peninsula Sanitary Service and it s Affiliates 2010-2011
Sr. Vice President-Business Development/Finance
- Coordinated daily leadership activities within a successful waste conversion technology start-up company which required devising long-term strategy and handling daily operations
- Completed comprehensive feasibility studies, performed financial planning for projects, and consistently fostered a positive working environment
Garcia and Associates 2009-2010
CFO Consultant
- Guided day-to-day financial activities within an environmental consulting firm with a concentration on managing financial planning, accounting functions, treasury, and risk management
- Directed all human resources operations which includes administering benefit plans, managing employee relations, and processing employee payroll
- Designed and implemented comprehensive standard operating procedures and internal controls which were aligned with organizational strategy and regulatory requirements
- Provided coaching/training to accounting staff members and act as a Financial Advisor to the executive management team while simultaneously managing monthly/quarterly/annual closing
- Successfully improved cash flow, reduced both billing time and errors, and improved efficiency
Yyyyyy x. yyyyyy
PO Box 0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Professional Experience Continued
Phillip Williams & Associates LTD 2005-2008
Vice President-Finance/CFO (Shareholder)
- Coordinated executive operations within a water resources and environmental consulting firm which included overseeing financial and human resources operations
- Completed in-depth financial research, monitored tax documentation, acted as Financial Advisor to co-workers, and developed annual company budgets
- Played an integral role in implementing comprehensive internal controls and pricing strategies for new contracts along with completing monthly financial analysis of balance sheets/income statements
- Negotiated vendor contracts and line of credit terms, improved billability/chargeability, prepared cash flow statements, and managed capital expenditure investments
Self-Employed (Management Consulting) 1995-2005
- Provided consulting services to a variety of corporations which included architectural, engineering, environmental, transportation design, water resources, and construction management
- Successfully identified client strategic goals and determined appropriate action plans, trained employees on software, supervised cross-functional teams, and created financial strategies
- Created comprehensive annual budgets and financial plans, ensured account reconciliation was completed in a timely manner, negotiate large-scale contracts, and monitored internal compliance
- Developed reports which highlighted key performance metrics such as cash flows, DSOs, staff utilization, and financial statements
Additional Professional Experience:
- CFO/Interim General Manager, Palo Alto Sanitation Company
- Vice President, Palo Alto Sanitation Company
- Vice President/Chief Financial Officer, Consolidated Disposal Service, Inc.
Education/Certifications
Executive MBA (Ranked Top 20), Pepperdine University, USA
MBA, Industrial Management (3.9/4.0 GPA), Pacific State University, USA
Bachelor of Commerce, Accounting and Business, Shri Ram College of Commerce, India
IRS Licensed Enrolled Agent (EA)
Accredited Tax Advisor, National Accreditation Council for Accountancy and Taxation
Certified Project Management Professional, Project Management Institute (PMP)
Certified Notary Public
Professional Memberships
California Society of Certified Public Accountant
American Institute of Certified Public Accountants
National Society of Accountants
National Association of Tax Professionals
California Society of Enrolled Agents
National Association of Enrolled Agents
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