Business executive and accounting professional with progressive, comprehensive experience in accounting and financial management. Highly developed organizational skills and proven aptitude to manage multiple assignments efficiently while meeting stringent deadlines and schedules. Demonstrated success in conceptualizing and implementing new processes and streamlining existing operations and procedures.
Proficiently fluent in Spanish
Typing (60 WPM)
10-key by touch (20,000+ KPH)
Established ability to mentor and
willingness to train
Assistant Controller, BALDWIN & SONS (Newport Beach, CA)
March 2014 - May 2017
Construction loan draw specialist, ensuring timely and accurate monthly funding of various residential (single- and multi-family) and commercial construction loan facilities exceeding $200 million. Currently updating periodic cash reports and course of construction insurance with project allocations; reviewing/approving checks for signature, WRAP insurance deductions, bank reconciliations, job cost and journal entries; preparing financial reports and supplemental schedules for tax preparation; administrator of on-line banking systems and internal accounting software, providing user assistance and creating custom reports and data entry import templates.
Created shared calendars to maintain escrow closings and loan draw activity for historic reporting and for forecasting anticipated revenues and cash or loan balances.
Monthly publish and distribute internal schedules for coordinating workflows from multiple offices and project sites to comply with loan covenants and accommodate lender, fund control, and inspector requests.
Controller/HR Manager, HERITAGE PACIFIC DEVELOPMENT (Carlsbad, CA)
April 2006 - July 2014
Performed all accounting functions for multiple entities; cash flow and job cost reporting; analysis and reconciliation of general ledger, loan and bank accounts; and financial statement preparation and consolidation. As Human Resources Manager, processed semi-monthly payroll across multiple employment entities, maintained all employee files, coordinated and prepared annual benefits enrollment, and ensured federal and state compliance.
Supervised accounts payable, office, and escrow staff; assisted with software, procedures, 1099s, and loan draws; and continually monitored and updated processes when necessary.
Coordinated sales and escrows from initial review of contracts to approving final settlement statements.
Performed all office management, on- and off-site property management including CAM reconciliation, and IT support during underemployment.
Adopted paperless guidelines using existing technology to improve processing times and cut costs for supplies and related disposal and storage.
Served as builder/developer representative vice-president, secretary, or treasurer on homeowners association boards of directors for completed or on-going projects and liaised with property management companies.
Corporate Accountant, BREHM COMMUNITIES (Carlsbad, CA)
February 1998 - April 2006
Maintained all aspects of general ledger for multiple entities of varying ownership structure. Duties included cash flow and budget preparation with job cost and variance reports, period closings and accruals, analysis and reconciliation of general ledger, loan and bank accounts, as well as financial statement preparation and consolidation.
Initiated application of analyzed bank credits to other costs, saving an estimated $20,000 annually.
Assisted in planning, implementation, conversion, and training of new accounting software, custom reports.
Consulted with CPAs and tax accountants to ensure complete and timely financial materials for taxes.
Provided primary support to upper management, controller, accounting staff and information systems in all aspects of job functions; performed controller duties during controller position turnover.
Managed personal accounts of chairman/CEO, annually consolidated tax data, and prepared personal statements of financial condition.
Supervised accounts payable department, providing training and assistance with software functions and accounting policies & procedures.
San Diego State University
100 units completed (senior status) toward Bachelor of Science in Business Administration, Information Systems
San Diego Mesa College
1987 - 1991
Associate of Science with Honors, Business Administration
Certificate of Achievement with Honors, Business Administration
Paychex Preview Payroll
Adobe Photoshop CS4