Controller & Financial Analyst With Over 20 Years of Experience

E4

About Me

Extensive experience working in the Accounting and Finance industry. Recognized for making the monthly financial reporting process more efficient. Reduced the length of the monthly close from 12 days to seven for an non-for-profit entity; streamlining the Annual Operating Budget preparation process by taking it from a top-down approach for a major healthcare provider to one where facility and program managers were provided the requisite information to manage their budgets and respond timely to budget-related inquiries from their customer base. Prepare Board of Directors reporting packages; independently managing ERP implementations (including sourcing potential replacement systems, negotiating contracts with the vendor, uploading data from the old system, training all users in the use of the system, and developing all internal and external financial reports and developing ongoing staff training and mentoring programs.
Shutterstock 422055580 (1)

Team Oriented Leader

While I am adept at working effectively and efficiently individually, I have often been recognized for my ability to partner with other members of the organization to work cohesively in pursuit of organization-wide goals and objectives. I am a very good team builder and harmonizer, with a skill for recognizing the talents of others and motivating them to maximize these abilities. Being a wonderful listener, I know that all opinions and thoughts within a team should be heard and may be valuable. I give all team members the attention they deserve and this makes me a great team leader. 

Untitled design (13)

Strong Communicator

It is important to be able to clearly express oneself or a process orally or through writing. Throughout my career, I have been called upon to make presentations and develop written communications that help to explain financial concepts, principles, theory, and terms to individuals whose background is not of a financial nature. Being a skilled communicator, I am a superb listener and speaker. I have been recognized for developing easy to follow narratives, user guides, and financial summaries and reports.

Shutterstock 402506761

Experienced Professional

Over a period of time I have gained much experience and knowledge within my area of expertise. With strong a technical foundation, I have a full understanding of financial concepts, policies and practices. I am an accomplished and versed professional. My ability to develop a functional understanding of financial concepts and practices quickly has enabled me to advance into management-level positions at an accelerated pace. Because of my extensive experience, I have the innate ability to quickly create solutions and intuitive ideas in a timely manner.

Education

  • Maxresdefault
    San Jose State University
    Bachelor of Science in Business Administration
  • Heald college san jose milpitas ca
    Heald College
    Associate of Applied Science in Accounting

Experience

  • 2014 - 2016
    Controller
    ConQuip, Inc.
  • 2013 - 2014
    Contract Financial Analyst
    Jeffrey Rodeo, Financial Analyst
  • 2011 - 2013
    Controller
    California Building Industry Association
  • 2010 - 2011
    Controller
    Jeffrey Rodeo, Contract Financial Consultant
  • 2008 - 2009
    Accounting Manager
    TIMCO Worldwide
  • 2005 - 2007
    Financial Analyst
    Eskaton

Skills

Skill

Years of Experience

Personal Ranking

Financial

Years of Experience:

20
Personal Ranking -

Expert

Management

Years of Experience:

14
Personal Ranking -

Expert

Accounting

Years of Experience:

20
Personal Ranking -

Advanced

Great Plains

Years of Experience:

12
Personal Ranking -

Advanced

Audit

Years of Experience:

2
Personal Ranking -

Intermediate

Budget Preparation

Years of Experience:

12
Personal Ranking -

Expert

Download My Resume

Social Media