San Francisco Bay Area
Experienced finance and accounting professional in accounting, budgeting, forecasting, and financial analysis across numerous industries. Implemented financial information systems and automated manual processes for enhanced efficiency. Highly knowledgeable in audits, regulatory compliance, financial reporting, and multi-unit business environments.
CAKE was acquired by Sysco Foods in July 2017 and was re-branded as Sysco LABS Supervised Accounting department of Fortune 100 subsidiary, consisting of 4 team members in areas of General Accounting, FP&A, Financial Reporting, Inventory Management, Accounts Receivable, Accounts Payable, and Cash Management. Proficiencies: Excel (vlookup, PivotTables, modeling), Sage Intacct, Salesforce, Bill.com, Expensify • Provided revenue, cost, and key metric analysis support to Management and Operations • Performed due diligence in company's M&A initiatives • Built advanced financial models and dashboards to support company’s initiatives across Sales, Business Development, Operations, and Finance departments • Managed financial reporting for 6 Corporate cost centers • Issued consolidated financial statements on monthly basis • Assessed compliance with ASC-606 for customer contracts, to ensure accuracy of revenue recognition journal entries • Implemented ERP (Sage Intacct) and integrated ERP with Salesforce, Bill.com, and Matrix Velocity • Performed annual budget and forecast • Collaborated with Corporate Parent on various financial reporting and regulatory requirements • Established new accounting methodologies to achieve consistency across all locations • Oversaw sales tax filings for multiple jurisdictions • Ensured all accounts payable were paid in a timely manner • Filed annual Forms 1099-MISC in accordance with IRS regulations • Supervised Cash Management area consisting of over 15 bank accounts Key Highlights: • Led implementation of Accounting ERP system (SAGE Intacct, migrated from Quickbooks) -- reduced monthly close process from 25 days to 5 days • Revamped company's Billing and Collections cycle, reducing outstanding delinquencies by over 50%
Supervised Accounting department consisting of 4 team members in areas of General Accounting, Financial Reporting, Inventory Management, Accounts Receivable, Accounts Payable, and Cash Management. • Managed financial reporting for 6 Corporate cost centers • Issued consolidated financial statements on monthly basis • Performed annual budget and forecast • Provided revenue, cost, and key metric analysis support to Management and Operations • Established new accounting methodologies to achieve consistency across all locations • Oversaw sales tax filings for multiple jurisdictions • Ensured all accounts payable were paid in a timely manner • Filed annual Forms 1099-MISC in accordance with IRS regulations • Supervised Cash Management area consisting of over 15 bank accounts • Collaborated with Corporate Parent on various financial reporting and regulatory requirements Key Highlights: • Led implementation of Accounting ERP system (SAGE Intacct, migrated from Quickbooks) • Implemented Fixed Asset and Inventory Management System (Matrix Velocity) • Received Company’s “MVP” award (semi-annual recognition of performance excellence)
Supervise day-to-day operations of Accounting department in areas of General Accounting, Financial Reporting, Inventory Management, Accounts Payable, and Cash Management. • Manage financial reporting for 14 restaurant locations and 8 Corporate cost centers • Issue Profit and Loss statements on weekly and monthly basis for 14 restaurant locations • Provide revenue, cost, and key metric analysis support to Management and Operations • Perform sales mix analysis to measure performance of menu items • File sales tax filings on a quarterly basis with the CA Board of Equalization • Perform inventory yield analysis to increase margins and reduce Cost of Goods Sold • Generate Aloha Enterprise reports on a routine and ad hoc basis • Establish new accounting methodologies to achieve consistency across all locations • Ensure all accounts payable are paid in a timely manner • File annual Forms 1099-MISC in accordance with IRS regulations • Supervise Cash Management area consisting of over 15 bank accounts • Created class on fiscal responsibility for newly-hired Managers (conduct quarterly) Key Highlights: • Implemented electronic invoice processing for 4 largest vendors; reduced processing time by 85% • Automated vendor ordering process; reduced time to place orders by over 50% • Assisted in implementation of accounting, inventory management, and back office software program (Compeat Advantage); became Company’s in-house Compeat expert within 3 months
Managed Accounting department in areas of Financial Reporting, Accounts Payable, Cash Management, and Accounts Receivable. Provided financial analysis, cost, and key metric support to Company's 28 restaurant locations and various Corporate departments. Key Highlight: • Streamlined processes to reduce month-end accounting close process by 2 days
Assisted in planning of Company’s annual budget for each restaurant and Corporate cost center. Performed analysis on actual financial results vs. budget, and documented any significant variances. Analyzed key metrics as part of monthly reporting package for Senior Management. Provided revenue, cost, and key metric analysis support to Company’s 28 restaurants. Key Highlight: • Promoted to Accounting Manager role after only 6 months with Company
Performed analysis on actual financial results vs. budget, and documented any significant variances. Assisted in planning of Company’s annual budget based on projected number of loan closings. Prepared Company’s consolidated financial statements on a monthly-basis. Prepared and reviewed S-OX documents and schedules for audit. Prepared schedules for quarterly 10-Q and annual 10-K SEC filings. Key Highlight: • Reduced runtime of key financial reports during month-end close by 50%