Jun 2015 – Nov 2018 · 3 yrs 5 mos · San Diego County, California, United States

• 100% remote VP for ecommerce manufacturing business, stickermule.com
• Established and refined accounting, purchasing, and payroll procedures during exceptional growth
• Created and maintained extensive budgets and forecasts for sales, production, and capital deployment
• Developed hundreds of performance metrics and maintained business intelligence software
• Coordinated with department heads to review budgets and align directives using KPI analysis
• Executed SQL queries directly against back-end for financial modeling
• Undertook major HR projects (new HR system, payroll, insurance, 401(k), compensation structure)
• Helped determine product pricing based on product line analysis and costing
• Managed sales, income, and foreign taxes (including European VAT)
• Navigated complex issues like GDPR compliance and Wayfair legislation
• Managed legal matters including trademarks, domains, contracts, disputes, legacy planning, biz insurance
• Spearheaded multiple acquisition and dissolution projects
• Oversaw staff of purchasing and finance professionals

Oct 2009 – Jun 2015 · 5 yrs 8 mos

• Acting controller for national general contractor averaging $35MM in sales
• Controller for affiliate companies including non-profit, commercial development
• Responsible for team of three employees
• Perform and maintain all bookkeeping entries and records
• Perform month/year end closing and reconciliation
• Develop yearly budgets and pro forma statements
• Create cash flow models & develop new metrics
• Weekly payroll for employees located nationwide
• 401(k) administration including fiduciary disclosures
• HR representative for all employee benefits
• Assist in year end tax preparation and GAAP review
• Relationship management with financial institutions
• Create and/or evaluate customer contracts
• Utilize standard AIA contracts, invoices, qualification
• Responsible for maintenance of 48 state licenses
• Sales and use tax reporting in all states and Canada
• Assist in legal matters including insurance claim processing and lien resolution
• Yearend tax document preparation including: 1099, W2, Canadian HST, T2, T4
• Provide separate accounting and finance consulting services to local small businesses
• Expert in Microsoft Excel and Percentage Completion Accounting Software

Jul 2009 – Oct 2009 · 3 mos

• Responsible for compiling multiple mainframe diagnostic reports
• Managed daily wire transfers between BNY and Mellon
• Restated daily cash transactions on accounting and custody management system
• Use of custom report writer INFORM
• Expert-level Microsoft Excel skills employed daily
• Performed various research functions on Bloomberg Machines
• Facilitation of critical information for wave conversion process

Apr 2008 – Aug 2008 · 4 mos

• Calculated return on investment using scenario analysis
• Reviewed process of forecasting models and assisted with estimation
• Created, consolidated, revised, and reconciled numerous reports and databases
• Developed entirely new alternate calculation for plant yield
• Created time saving and more accurate models
• Constructed multiple diagrams and flowcharts of various processes
• Performed Sarbanes-Oxley control testing
• Extensive creation of excel macros and pivot-table reports
• Excel spreadsheet linking, automation, data retrieval through advanced functions
• Involvement with company cost estimating system

Jun 2007 – Aug 2007 · 2 mos

• Updated and organized clientele database
• Helped with financial calculations and assessments
• Involved in the creation of offering memorandums
• Assisted with financing of recently purchased properties