Lake Forest, California, United States
• Analyze daily and monthly manufacturing performance across major departments against budget and forecast; partner with plant leadership to identify cost drivers, investigate variances, highlight operational inefficiencies, and recommend actionable improvements to control spending and improve productivity • Lead capital expenditure financial oversight including AFE preparation, spend tracking, and post-approval performance monitoring; manage fixed asset register updates, ensure accurate capitalization and depreciation, and support month-end close through journal entries, reconciliations, and general ledger review
• Manage two LLCs, achieving a monthly net profit target of $45K by streamlining workflows, collaborating with department heads, and drafting sole Standard Operating Procedures (SOPs) for the accounting department as a one-person team • Manage financial operations, including reconciliations, expense tracking, vendor relationships, and timely payments, ensuring accurate reporting and efficient processes • Optimize accounting processes by transitioning payroll systems from Paycom to ADP and automating manual workflows such as bill entry through an upload-based system, partnering with software developers to map and implement streamlined procedures between POS and QuickBooks
• Assisted Principal Investigators with proposal development, budgets, and compliance; reviewed submission packages and provided feedback to principal investigators before submission to sponsors like NIH, NSF, AHA, and DOD • Monitored, prepared, and guided faculty on budget status/expenditure/projections on active sponsored research grants with monthly and ad-hoc reports • Initiated and maintained FDP sub-award agreements, Independent Contractor Agreements, amendments, no-cost extensions, and effort allocations
• Created and maintained financial spreadsheets, made appropriate journal entries and budget adjustments to balance accounts in One Solution - researched/resolved discrepancies; prepared financial report of expenditures for each budget cycle of grants; tracked and reviewed grants for compliance with NIH • Analyzed current and historic expenses, approved requisitions/purchase orders in Jaggaer, prepared forecasts, estimated expenditures, and identified budget deficiencies; provided counsel to principal investigators regarding current and projected grant funding - oversaw 105 accounts with $40 million in budgets • Improved majority of financial processes within the graduate program, authoring 5 SOPs
• Responsible for month-to-month reconciliation of balance sheets, AR, accruals, general ledger accounting, journal entries, drill-downs, flux, fraud monitoring, invoicing, fixed asset register, and asset tracking • Analyzed data for 16 rental locations and SNA Airport, with $1.3 million in monthly operating profit, presented profit and loss findings with recommendations to department heads • Led monthly branch audits and trainings to ensure proper underwriting procedures, ethical sales practices, and corporate values were followed