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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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