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Click here or scroll down to respond to this candidateCandidate's Name
ControllerEMAIL AVAILABLEDedicated, detail-oriented professional with proven skills in financial reporting, rebuilding structure of accounting department, and improving operational efficiency. Implemented processes an procedures that have reduced costs, improved productivity of employees and enhanced quality. Manage complex projects and resolve critical issues in a timely manner. Multicultural & Multilingual - Mandarin, Cantonese, English. Financial & Management Reporting Month-end & Year-end Closing Regulatory Compliance & Reporting Accounting Procedures Implementation Bank Reconciliations Financial & Operations Analysis Payroll & 1099 Review Supervision & Training Forecasting & Budgeting Fully Cycle Accounting System Implementation Project Planning & Management Organizational Development Percentage of Completion Banking Relations Capable of bringing complex projects to successful conclusion and resolving critical issues in a timely manner. Developed productive teams and positive relationships in and outside to the organization. Demonstrated success improving the efficiency of the company payment cycles and reducing cost of operation. Possess an MPA Degree (Masters in Professional Accounting). Career Expertise & Selected Achievements Graduated with a Masters degree in Accounting. Rebuilt accounting system for a company that is in business for 5+ years. Established accounting book; developed policies and procedures; identified profitable program. Enabled company to reduce cost, improve efficiency and identify a profitable program.Discovered Sumroks financial statement did not really reflect true financial information. P&L did not reflect true category of financial information. Rebuilt the whole chart of account and reclassified revenue, expense accounts and accounting method that is more suitable to company. After all these, the company was able to identify the profitable events products.Implemented invoices procedures for Sumrok and found out some double payments, which has saved company several thousand dollars. Built an invoicing system, which includes invoicing out to clients and invoices from vendors. Implemented policies that all vendors have to submit correspondent invoices and/or receipts a condition to receive payment. Discovered several double payments to same invoices and was able to get refund back. Reviewed and analyzed financial reports. Identified the high expense of cc processing fee. Searched for and identified Merchant Company. Located 3 of them which all have around $1,500 cheaper than what Sumrok is currently paying. Rebuilt sales tracking sheet for operation which improves tracking for sales for different products at different events and time periods. Utilized excel skills to provide immediate sales figures for different products after each event. It also helps operations track each client for payments of remaining balance. Implement POC (percentage of completion) accounting for financial budget and reporting Develop cash flow forecasting and manage cash flow, provide solutions for cash flow difficulties. Provide & present financial analysis to identify cost drive, suggest sales price sales change. Achieve and develop corporate credit cards system and process. Build and develop bank relationship for startup company. Coach AR AP staffs for accounting process and procedures. ACH Implementation, corporate credit card implementation Candidate's Name
Servicetry, LLC., (Construction) 2023 present (Company formed by previous co-workers from MD+) CFO / ControllerAchievement: Create and manage cash flow forecast. Build financial budget. Rebuilt Chart of Account. Built bank relations. Achieve corporate credit card implementation and ACH implementation. Resolve bank relationship issue. Provide and oversee AR, AP and payroll Create and provide financial budget reports. ACH Implementation Succeeded all payroll tax and 1099s year-end filing. Provide monthly financial reports. Completed chart of account rebuild. Resolve corporate credit card. Implementation and oversee corporate credit cards. Advise on cost strategy Negotiate payment plans with vendors. M&A process. Assessed project risks and issues and provide solutions where applicable. Create staff onboarding documents and achieve company holidays schedule. Create company vehicle policies. Develop fixed asset schedules.ModularDesign+, (Construction & Manufacturing company in DFW) (MD+ is out of business) 2022 2022 Controller Build weekly financial report and quarterly forecast. Manage weekly, monthly accounting activities. Identify risk in internal control on accounts payable. Provide process and procedures for payment cycle. Participate of project budgeting and annual forecasting Resolve project budget in Sage. Review and oversee of pay apps and collections. Achieve POC accounting Coach AR staff for G703; Coach AP staff for accounts payable process Liaison with temp agency for temp workers Oversee and provide weekly, monthly, financial reports. Access projects risks and issues, provide solutions where applicable. Develop and implement accounting process and procedure for AP, AR and new accounting system. Group O, (DFW), 2020 - 2022Financial Controller (Texas and Minnesota) Oversee weekly, monthly accounting activities. Manage and review weekly accounts receivables, inventory valuation. Oversee and review Month-end and Year-end closing. Provide and review monthly, yearly financial reports. Provide & present quarterly, annually financial budget. Identify the variance and drives that cause the change. Present financial budget and financial reports, provide actual vs budget analysis, identify cost drive reflecting financial outcomes. Develop cost analysis, provide suggestion on selling price change Liaison with outside auditors for quality audit and financial audit. Participate special projects assigned by the company and client. Work closely with operation for financial reporting, budgeting and annual financial audit. Candidate's Name
Sumrok Multifamily Mentoring, (DFW) 2019 - 2020Financial Controller (Dallas, TX)Achievement: Identified high expense of cc processing fee. Searched for and identified merchant company. Located 3 of them with all have around $1500 cheaper than what Sumrok was paying. Achieved ACH payment implementation. Rebuilt chart of account. Discovered Financial Statements do not reflect true financial information. P&L does not reflect rue category of financial information. Help company rebuilt chart of account and rebuilt accounting procedures and built financial framework for the company. Complete and file & Review 1099s Ensure company set up contract agreement. Provide detailed, timely and accurate financial reports and ad hoc reports to CEO. Provide monthly profit and loss, balance sheet, Achieve and develop invoices procedures for AR and AP. Review payables. Caught double billing from suppliers and address issue immediately. Rebuild sales tracking sheet for operation which improves tracking for sales of different products at different events and time periods. Liaison with banker and implement ACH payment and international wire transfer. Cash flow statement to CEO Review monthly payrolls. Build budget vs actual report. Monthly bank reconciliation. Liaison with outside CPA office for companys and owners tax return. RSM LLP (Houston, TX), 2014 - 2017Senior Tax Accountant Prepare individual, partnership, trust, and other tax returns: F1040, F1041, 990PF, F1065, F1120S and F1120 Prepare estimated tax payments for individual, household, and employee payroll. ProSystem, GoSystem for tax Preparation Paperless System and Quickbooks.Brown Graham and Co. P.C. (Amarillo, TX), 2012 - 2014 Tax AccountantBrosier & Buchanan Partners, 2010 - 2012Staff AccountantSKILLSQuickBooks, Deltek, Sage, Excel, Microsoft Dynamics 365. |
