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Yyyyyy x. yyyyyy
23972 Warsaw St.│ Mission Viejo, CA 9269xxx-xxx-xxxx │ abc@xyz.com
Executive Profile
- Dynamic, self-driven and success-oriented Executive and CFO with 10 years of progressive financial leadership experience
- Motivated with a demonstrated record of achieving success in all self-led financial operations
- Proven ability to effectively develop strategies and fuel process improvements that align with finance industry best practices
- Exudes exemplary budgeting, cost management and forecasting acumen, as well as great investment skills
- Possesses keen ability to foster lasting client relationships and strategic business alliances that fuel positive change
- Excels in working collaboratively and cross-functionally with individuals and groups at all organizational levels
- Core competencies include Quantitative Data Analysis, Financial Evaluation, Reporting, Human Resources, Supervision, Team Leadership, Critical Thinking and Attention to Detail, among others
- Seeking a CFO position at a mid-size private company, or a Principal/ Partner position at a regional accounting firm; targeting roles that will allow for continued career growth and professional development
Selected Highlights
- Founded a new organizational structure and implemented a bill of material system to account finances and track inventory (Trendsettah)
- Grew the Trendsettah company from a small team of 15 employees to a strong staff of over 100
- Achieved double-digit growth in revenue YoY since commencement of employment (Trendsettah)
- Surpassed annual billable hours requirements and met all sales goals; resulted in being swiftly fast-tracked (Squar Milner)
- Fueled cross-departmental collaboration amongst staff members focused on integral areas including audit, corporate diligence and bankruptcy (Squar Milner)
- Served on the recruiting committee to organize college campus recruiting efforts; also evaluated and hired new staff based on interview results(PWC)
- Earned an Academic Scholarship for senior year tuition in 2000, followed by the Leadership Award the next year (Ernst & Young)
Professional Synopsis
Trendsettah USA, Inc., Mission Viejo, CA
Chief Financial Officer (2012 Present)
- Oversee financial operations for a firm that holds and develops five chief brands that cater to domestic retail markets
- Manage over 100 staff members throughout the United states and the Dominican Republic
- Drive company to evolve from its original iteration as a private label cigarillos brand into a self-sustaining manufacturer of tobacco and related products
- Reallocated 80% of the staff in first year with Trendsettah to reduce inefficiencies and bolster profits by eradicating redundancies and slashing expenditures
- Directed the purchase of a factory overseas along with the relocation of its distribution center to Florida after two years with the firm; also tripled the number of personnel during the same timeframe
- Tenaciously recruited executive-level finance and sales personnel through the careful implementation of a new hire policy that included the use of background checks and drug screening processes
- Introduced Negotiate major contracts for health insurance, business liability insurance, lease agreements and banking services
- Negotiated all major contracts including employee health insurance, business liability insurance, lease agreements, and banking contracts a well-received and highly beneficial 401K/Retirement plan for all staff
- Fostered mutually beneficial and lasting relationships with shipping partners that resulted in a cost savings of more than 20%
Squar Milner LLP, Newport Beach, CA
Senior Manager (2007 2012)
- Supervised financial duties for one of the nation s top 75 largest accounting firms, recognized as the most prominent independent advisory firms in California with offices in Newport Beach, San Diego, Los Angeles, Encino, and the Cayman Islands
- Managed over 100 audits, reviews and consulting engagements from initial contact to completion; also drafted related reports
- Participated as a member of the audit department management team; allocated staffing resources and studied the efficiency of all departmental personnel
Yyyyyy x. yyyyyy
23972 Warsaw St.│ Mission Viejo, CA 9269xxx-xxx-xxxx │ abc@xyz.com
Senior Manager (Continued)
- Appointed as Head of Recruiting by audit group partners for the Newport Beach Office
- Successfully introduced a mentoring program for all staff, as well as a number of self-facilitated training courses specifically geared to Senior Associate audiences
- Devised a staffing coordination plan to boost the number of billable hours for the audit department
- Created a formal review and evaluation process for all associates; used to assess performance by highlighting points of pride and areas for potential professional growth
PricewaterhouseCoopers LLP, Irvine, CA
Exp. Audit Senior III, Assurance & Business Advisor (2005 2007)
- Worked in a Field Service Leader for all audit engagements; regarded my peer colleagues and managerial staff as the foremost liaison with client management stakeholders
- Identified and evaluated internal control strengths and areas in need of process improvement; prepared formal recommendations that thoroughly detailed operational deficiencies and provided methods for improvement
Earlier Experience
- Audit Senior II, Assurance and Business Advisor, Haskell & White LLP, Irvine, CA, 2002 2005
- Audit Associate, Assurance and Business Advisor, Ernst & Young LLP, San Francisco, CA, 2000 2002
Education & Credentials
Bachelor of Science, Business with Accounting Emphasis, California Polytechnic State University (Cum Laude)
Member/Former Treasurer, Golden Key National Honour Society
Member, National Society of Collegiate Scholars
Member, Beta Gamma Sigma Business Honor Society
Certification, Certified Public Accountant (CPA)
Active Member, St. Marks Church
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