Ambitious finance professional with a strong track record of driving revenue growth exceeding $400M through effective financial planning and analysis. Expertise in financial modeling, KPI monitoring, and business intelligence tools to optimize financial performance and align with organizational goals.
Overview
13
13
years of professional experience
Work History
Financial Controller
Gold Coast Packing
Santa Maria
04.2025 - Current
Implemented internal controls to strengthen financial integrity and ensure compliance.
Managed financial reporting processes, achieving accurate monthly close cycles.
Oversaw accounts payable and receivable functions, enhancing cash flow management, budgeting, and forecasting.
Facilitated analysis and audits of financial records in alignment with federal regulations and GAAP.
Applied US GAAP to develop comprehensive accounting policies and procedures.
Directed day-to-day finance operations in collaboration with accounting, accounts payable, accounts receivable, and payroll teams.
COO, Finance & Accounting Manager
Sunstone Winery
Santa Ynez
06.2024 - 04.2025
Oversaw financial operations, including budgeting, forecasting, financial reporting to ensure accurate financial management
Managed weekly cash flow by monitoring accounts receivable/payable and optimizing working capital utilization to maintain liquidity
Developed and implemented internal controls to mitigate risk and ensure compliance with regulatory requirements
Negotiated contracts with vendors/suppliers to optimize terms/conditions for cost savings initiatives
Managed HR functions including hiring, training, benefits, and annual reviews to enhance workforce effectiveness
Director of Revenue Management
Hazel Technologies
Chicago
10.2022 - 05.2024
Partner with business leaders to oversee the defining and monitoring of key performance indicators (KPIs) to measure and assess financial and operational performance.
Orchestrated annual planning process, setting targets, scheduling milestone reviews, and developing materials for Board presentations.
Oversee long-term strategic planning efforts and modeling for the Commercial team.
Design, build, and maintain Business Intelligence (BI) tools to support various planning and reporting efforts including weekly projections, monthly forecasts, annual budgets, and long-range strategic plans.
Partner with business leaders to develop and maintain BI solutions to automate critical business information such as Sales Reporting by Customer and/or by Item.
Partner with Accounting team to design, define, improve, and automate management reporting as business needs evolve.
Analyze forecast accuracies to identify process improvements.
Evaluated and modified reporting methods and procedures to improve content accuracy and access efficiency.
Supported operating units and stakeholders with analysis and insights to enhance decision-making.
Coordinate training sessions to keep business users current on the usage of and changes to the BI platform.
Interacted with executive and senior management across the organization and with external constituencies (audit, legal, government).
Senior Finance Manager, Business Intelligence
Del Monte Fresh
Salinas
09.2021 - 10.2022
Successfully complete two phases of price increases totaling approximately 10% additional revenue, while improving the company's bottom line. Lead the Sales team in Power BI to monitor their accounts and have more visibility to weekly volumes, revenue and contribution margin. Analyzing customer portfolios to bring up the company's profitability.
Developed financial forecasts and budgets at top customer level for improved trend visibility and informed business decisions. Explained actuals to budget variances weekly. Prepared product P&Ls for bids and coordinated contract submissions through legal. Completed broker restructure for cost savings and implemented tracking of brokerage payments and forecasts.
Manage finance team to stay in compliance with SOX reporting along with confidentiality on pricing and innovation products. Develop a team to track deductions and cash collections working with IT, Sales and Accounting.
Implemented ERP systems upgrade from JDE to SAP. Verified data integrity and solved database issues through regular maintenance and backups.
Created and maintained various sales-related reports with dynamic information critical for customers and internal functions. Developed specialized sales and margin analysis reports in response to ad-hoc requests.
Supported finance department in implementing sales and marketing initiatives to enhance overall performance.
Achieved over $400M in revenue growth by focusing on new product innovation, collaborating with brokers on commissions and ad planning, developing customer strategies to enhance portfolio profitability, and running weekly projections and monthly financial forecasts for executive leadership and the board.
Provided financial decision-making information through collection, analysis, and reporting of cost data; prepared product P&L analyses for new products; ensured cost accuracy across departments; collaborated with marketing to create pricing scenarios that optimize financial returns; identified key variance drivers; generated reports on new product trends; and facilitated new product forecasts across sales, marketing, QA, procurement, and operations.
Successfully launch and test BI Tools so the Sales & Marketing team could have better visualization on the performance of their customers. Attend Sales Meetings and provide Top Customer Score Cards to the team. Responsible for all Revenue/Promo/COGS in Elsa be to roll monthly forecast.
Developed costing standards during budget processes, tracked budget expenses to explain variances, and collaborated with cross-functional teams to establish standards for overhead and labor rate calculations.
Evaluate and create new or modified methods and procedures to improve report content, accuracy, ease and efficiency of access. Ensure that proper documentation is maintained. Communicate and review financial and operational information with management.
Assisted sales and marketing teams with project coordination and communication.
Conducted regular data integrity checks and executed routine database backups.
Develop, create, analyze, maintain and distribute various sales related reports containing dynamic information essential to the customer and other internal functions. Develop specialized sales and margin analysis reports in response to ad-hoc reports.