CRAIG BALLARD
Fallbrook
Summary
Results-oriented finance executive with a focus on financial strategizing and operational efficiency, skilled in managing diverse teams. Proven expertise in overseeing month-end closes and implementing robust internal controls, ensuring compliance and accuracy. Strong analytical skills enhance budgeting processes and performance metrics, driving significant operational improvements. Dedicated to utilizing extensive industry experience to support organizational objectives and financial integrity.
Overview
15
15
years of professional experience
Work History
CFO
WTB Accounting
09.2020 - Current
- Perform high level financial analysis
- Responsible for timely and accurate month end close for multiple businesses and industries
- Develop financial strategies and provide strategic consulting
- Oversee business planning and modeling
- Track budget efficiencies
- Provide Team support
- Direct audit and compliance activities
- Support in Product and Pricing decisions
- Manage through clients goals
- Manage third party relationships (CPA, Banking, Audit)
- Train and Mentor Team
Senior Controller
TGG Accounting
04.2015 - 09.2020
- Manage 15+ teams in financial and managerial accounting
- Responsible for timely and accurate month end close for multiple businesses and industries
- Create / oversee internal controls for multiple businesses and industries
- Develop KPI Metrics that are industry appropriate
- Review & approve all JEs, reconciliations, fixed assets, payroll
- Present financials to Client/Board/CFO/Team
- Forecast and manage cash balances
- Manage month end deadlines
- Develop and prepare budgeting and forecast models
- Manage staff for constant process improvement
Accountant
eDriving
09.2012 - 04.2015
- Maintain General Ledger of a private-equity owned $30 million company including domestic & international subsidiaries.
- Extensive support for three CPA audits from top tier international audit firm.
- Develop and implement procedures to ensure internal control
- Responsible for best practices in balance sheet, bank and credit card reconciliation
- Full cycle accounts payable and receivable management including discrepancy reconciliation
- Generate multi-entity consolidated monthly financial statements for management and Board of Directors monthly
- Responsible for all journal entries
- Payment of Sales Tax and Property Tax
Staff Associate
TGG Accounting
01.2011 - 09.2012
- Nonprofit accounting: Implemented and maintained best practices in accounting for a $4m/year nonprofit and a $1m/year foundation
- Responsible at multiple small businesses for: accounts payable, accounts receivable, bank and credit card reconciliations, payroll entries, 1099 processing, balance sheet reconciliation, financial statement production
- Extensive classroom training on all aspects of accounting, systems, Excel and project management
Education
B.S. - Commercial Recreation
California State University Fresno
Fresno, Californiaundefined
United States International University
San Diego, CaliforniaSkills
- Manage Multiple Clients
- Expense Planning & Control
- Budget Preparation
- Multiple Industries
- Financial Analysis
- Manage Month End Close
- Multiple Accounting Softwares
- Audit Management
- Cash Flow Forecasting
- Process Improvement
- Internal Controls
- Reporting
Education
- Accounting and Business Courses Completed:
- Individual Income Tax, Partnership Taxation, Practical Accounting, Financial Accounting, Managerial Accounting, Computer Accounting, Micro and Macro Economics, Finance, Business Law, Business Communications
- Accounting GPA - 3.7
Timeline
CFO
WTB Accounting
09.2020 - Current
Senior Controller
TGG Accounting
04.2015 - 09.2020
Accountant
eDriving
09.2012 - 04.2015
Staff Associate
TGG Accounting
01.2011 - 09.2012
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United States International University
B.S. - Commercial Recreation
California State University Fresno