Outstanding Controller with diverse industry expertise and a documented record in corporate financial oversight. Decisive leader focused on maximizing sustainable growth and profit through achievements in financial management, cost containment, and internal control. Expertise in compliance with GAAP.
Overview
33
33
years of professional experience
Work History
Finance Manager
Rios and Rios a Medical Management Company
03.2026 - Current
Developed and implemented financial strategies to optimize cash flow management.
Streamlined reporting processes using advanced financial software to enhance accuracy.
Mentored junior finance staff in compliance standards and regulatory requirements.
Collaborated with senior leadership on strategic planning initiatives and investment decisions.
Reviewed documentation and identified financial discrepancies where applicable.
Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Mentored junior finance staff, fostering professional development and strong team dynamics.
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Developed comprehensive financial reports for executive decision-making support.
Collaborated with IT to develop secure, efficient electronic invoicing system, reducing processing times and errors.
Delivered comprehensive financial training programs for non-finance managers, enhancing cross-functional understanding and collaboration.
Developed strategic plans for day-to-day financial operations.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Controller
Anco International Inc
12.2017 - 07.2025
Responsible for all of the Accounting Department which included the following: Accounts Payable, Accounts Receivable, Collection, Payroll and Human Resources, Financial Statements, Physical Inventory.
Controller
DLH LLC
Laguna Beach, CA
12.2012 - 12.2017
Run day to day activity of accounting functions for Dental Laboratory Prepare monthly financial for 5 Dental Laboratories plus consolidation of all 5 entities.
Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines.
Reduced closing time for monthly and quarterly close by 20% by implementing new consolidation procedures.
Systematically prepared documents and assembled financial statements for independent auditors.
Conducted month-end balance sheet reviews and reconciled any variances.
Suggested process improvements to secure prompt and regular receipts for the organization.
Senior Accountant
Legal Aid Society of San Bernardino
02.2011 - 02.2013
Prepare monthly financial statement and balance sheets on an accrual basis for the board of directors.
Create annual budgets and review monthly for variances against grant.
Create monthly and quarterly report for grant agencies.
Work with outside auditors to ensure compliance with federal, state funding source.
Prepare payroll twice a month.
Controller of Business Operation
TRILOGY TECHNOLOGY SOLUTIONS INC
CORONA, CA
06.2007 - 01.2011
Controlled all financial transactions and reviewed all sales of office equipment and networking orders along with overseeing A/R, A/P, payroll, month-end closing, journal entry and quarterly payroll taxes.
Direct all aspects of accounting, to include monthly closing, journal entries and accruals, general ledger, monthly balance sheets and income statements, sales tax and payroll reports.
Work with equipment leasing companies on rates and customer approvals.
Vice President of Finance
BURTRONICS BUSINESS SYSTEMS, INC
SAN BERNARDINO, CA
06.1993 - 06.2007
Instrumental in the growth of the company from $8M office equipment company to $15M annually.
Direct all aspects of finance, to include monthly closing, journal entries and accruals, bank reconciliation, general ledger, monthly balance sheets and income statements, sales tax and payroll reports, 401K and ESOP reports, A/P, A/R and collections.
Along with monitoring inventory of supplies and controlling new and used equipment.
Business administration responsibilities encompass personnel administration vendor interaction, shipping, order review and financing for clients.
Implemented new billing process and commission report tracking; In charge of the ERP Team and wells as converted computerized systems from DOS based to Window based.
Education
Bachelor of Science - Finance and Accounting
CALIFORNIA STATE UNIVERSITY
SAN BERNARDINO, CA
12-2000
Skills
Internal Control
Financial statement analysis
Financial Reporting
Account reconciliation expert
Expense Management
Complex problem solving
Database Management
Effective time management
Accounts Payable Management
Manage of all areas of accounting (AP, AR, Payroll and HR)