CFO or Director of Finance or Director of HR
Content
Guerrero, Walsh and Associates, PC 05/1993 - 09/2011 National CPA & Consulting Firm specializing in Forensic Accounting and Turnaroun d Organizational Leadership to prevent organizations from turning to bankruptcy due to poor leadership decisions or embezzlement situations. Supported organiza tions with 600+ salaried and 6,000+ hourly employees across 8 plants and 3 Distr ibution centers in the United States and Mexico which involved leading a Finance Team of 75 professionals and an HR team of about 30 HR professionals. Corporate Vice President of Finance & Operations Provide financial planning and actual reporting to support multiple business un it models of various organizations to include business unit reporting, monthly c losing, forecasting, business case modeling and analysis, budgeting, variance an alysis, capital planning, cash flow analysis and detail support for internationa l businesses using domestic systems. Directs and develops monthly management reporting packages and analysis, commun icates financial results to senior management and The Board of Directors, direct s the monthly, quarterly and annual; budgeting and variation reporting to identi fy areas requiring attention and areas of possible improvement; and directs the development and maintenance of key operating metrics put in place to run the org anization effectively. Served as a budget analyst for a contractor to service the Department of the Ar my performing budget estimates, budget execution and administrative work involvi ng the monitoring of obligations incurred and the actual expenditure of funds ut ilizing the General Fund Business Enterprise Business System (GFEBS); Provided a dvice, assistance and guidance on budgeting and related information as well as c onducting analyses, reviews and special studies of budget and other related fina ncial information; Administered the Defense Travel System (DTS) to include manag ing and monitor all funds received and expended in support of the unit travel pr ogram. Provided primary support of the clients Air Force budget analysis and Departmen t of Defense PPBE system and Department of Defense financial preparation and ana lysis work; Provide analytical support for budgetary, administrative and statist ical budget formulation activities; Perform a wide variety of technical tasks in support of the financial analysis process, including gathering, compiling and a nalyzing data from a broad range of sources using a variety of analytical techni ques in civil, defense and national security government agencies; Perform day-to -day control and management involving the formulation, execution and analysis of the clients funding requirements; Prepare reports and presentations for colleag ues, senior management and clients. Supports the Executive Leadership of all clients in a highly diverse range of i ssues such as assisting the transition of the organization's culture. Maintained full responsibility for creating and managing national marketing ini tiatives that boosted revenue levels by 50% within multiple organizations simult aneously. Develop, Forecast and Monitor various budgets for multiple business departments and companies on a monthly basis through a multitude of budgeting procedures in cluding zero based budgeting measures, top down and bottom up budgeting, cash an d operating budgeting methods for extensive revenue and expenditure analysis and cost control measurement reviews. Doubled the student population of post secondary educational institutions withi n a 90 day timeline from 120 students to over 260 students and decreased YTD att rition from over 12% down to under 4% while simultaneously implementing retentio n practices to retain students. Supervised the operational, educational and financial departments of the entire Campus to include Dean and Faculty, Registrar, Educational Financial Aid Office , Admissions Department, Career Services, Retention and Student Support Office, Customer Service Specialists, Inventory Specialists and Dispensary. Worked extensively with accrediting and regulatory agencies such as JCAHO, NACC AS, COE, TDLR and DOE during audit periods for various clients. Analyzed financial statements of all 18 companies to determine that all expense
s were consistent in various academic, administrative, marketing, corporate tran sfers and building expenses and that the company was being as cost effective as possible. Implement new Financial Internal Controls and Procedure Manuals and wrote many Legal and Local Board Policies for several districts and corporations. Create various RFP and RFQ packets to renegotiate many contracts in several dis tricts and Schools saving thousands of dollars to be better utilized on the chil dren. Conduct several Board of Trustee workshops to teach The Board about Budgets, Fi nancial Reporting for the Non-Financial Administrator and many other Governance Policies. Corporate Vice President of HR & Organizational Effectiveness Developed and implemented robust HR strategies that supported the successful ac hievement of various corporate objectives by building organizational capability through organizational development and effectiveness, talent acquisition and dev elopment, change implementation, succession planning, employee engagement and co mpensation strategies. Act as a change leader for developing and implementing s trategic plans through multiple business units and segments throughout large org anizations. Collaborates with senior leadership to influence pay structures, performance ma nagement practices, and implement strategies to ensure market competitiveness. Designed and Implemented business related initiatives involving organizational design and development, labor cost management, recruitment and retention, benefi ts and compensation, employee and labor relations, performance management, risk management, policies and procedures, associate education and safety. Work with Department Managers on personnel or operational problems to determine actions necessary and handle matters requiring all Executive Decisions for Pres ident; Assists all managers and employees in understanding and applying HR tools in order to maximize employee performance, achieve organizational effectiveness , and ensure legal and regulatory compliance. Conducts training on compensation-related topics which continually educates man agement and employees on company policies, philosophies and practices to ensure appropriate performance and pay decisions, compliance issues and legal standards . Proactively analyzes and identifies organizational trends and benchmarks indu stry practices to address compensation issues and appropriate action. Partners with Senior Management within an organization to provide a thorough kn owledge and understanding of compensation principles, pay practices and executiv e compensation trends. Thoroughly knowledgeable in all regulatory, tax, account ing and financial implications of a compensation plan design, including equity p rograms and executive compensation. Directs the development, implementation and administration of all health and we lfare benefit plans including communications, training and system modifications for regular and self insured insurance programs. Ensures that benefit plans sup port corporate strategies as well as remain in compliance with government regula tions. Implements cost effective alternatives to support and enhance a company(tm)s be nefits programs and manages external relationships with vendors. Directs management of payroll and timekeeping software, including strategic dev elopment and maintenance activities, but not limited to, implementation of and/o r execution of global system requirements, automation of manual processes, and p reparation of project plan for upgrades and conversions in order to recommend an d implement changes leading to best-practice operations. Oversees management of the Payroll and HR budget and assists in coordination of the budgeting process with Finance. Develops continuous strategic process improvements to maintain the quality, eff iciency and overall effectiveness of the payroll functions and system of interna l controls, to increase accuracy and decrease risk of fraud and errors. Collabo
rates with all HR and Operations functions to provide seamless, efficient and co nsistent payroll processes. Process and monitor on-the-job injury and illness claims under Workers(tm) Comp ensation Program and act as a liaison between Insurance companies and employees. Consulting Contracts include the following Companies: Tesoro Petroleum - SEC Reporting and Financial Reporting Package Analyst Black Brush Oil & Gas - IT Crystal Report Writer for Financial Statements Brook Army Medical Center Surgical Unit - Project Manager Lackland AFB - Project Manager Milan Institute of Cosmetology - School Director & Compliance Specialist The School of Excellence Charter School * Poteet ISD * CalAllen ISD * Region XX Goodwill Industries * The Patrician Movement * Mission Foods * Rail Tex and Rai l America The Gillman Group Dealerships - Dealership Controller
Edgewood Independent School District Executive Director of Business & Management Support 01/2007 - 06/2008 Operate and Manage 19 campuses, two central office locations and 62 departments throughout the district for all aspects of a $100 million Local Property Tax Bud get as well as a $50 million Federal and State Budget. Also responsible for the Human Resources, Risk Management, Accounting, Accounts Payable, Payroll, Purcha sing, Business Systems, Finance, Inventory Control, Food Service, Technology & E -Rate, Transportation and PEIMS department s on a daily basis. Narrowed the annual deficit from over $10 million to $1.7 million dollars the f irst budget year and presented to the Board of Directors a Balanced Budget by ye ar 2 through various forecasting and cost utilization skills developed throughou t my career. Successfully developed, educated the community and passed the ONLY Tax Rollback election to have passed in Bexar County for any school district that will allow us to generate an additional $6 million repeatedly year after year for the educ ational needs and Maintenance & Operations of the School District. Implemented the Online Purchase Order system that converted the entire district onto paperless PO(tm)s and saved the district approximately $250,000 in the yea r of conversion. Implemented the Online Win ocular Human Resources system that converted the ent ire district onto paperless application process and saved the district approxima tely $175,000 in the year of conversion. CPA Candidate Licensed Realtor for Texas St. Mary's University Bachelor of Business Administration - May 1993 Major - Accounting; Minor - General Business Mgmt Computer and Software Skills 1. Strong MS Office Skills to include Excel, Word, Access, PowerPoint. 2. General Fund Enterprise Business Systems, PPBE System, PeopleSoft Financials, Region XX ITCCS and RSCCC; Skyward, Work Force, Winocular; SAP Business Intelli gence, Oracle E-business Suite version 11i and 12, Hyperion, Platinum, FRX and C rystal Report Writer, Diamond D, Guest Vision, UCS, Reynolds and Reynolds, Great Plains 7.5, MIP Fund Accounting, AS400, MAS 200 and MAS 90, CCHS, Pro System Ta x and Timberline. 3. Peachtree, QuickBooks, JD Edwards, MISIDA, JABR, Jonas Management Systems.
s were consistent in various academic, administrative, marketing, corporate tran sfers and building expenses and that the company was being as cost effective as possible. Implement new Financial Internal Controls and Procedure Manuals and wrote many Legal and Local Board Policies for several districts and corporations. Create various RFP and RFQ packets to renegotiate many contracts in several dis tricts and Schools saving thousands of dollars to be better utilized on the chil dren. Conduct several Board of Trustee workshops to teach The Board about Budgets, Fi nancial Reporting for the Non-Financial Administrator and many other Governance Policies. Corporate Vice President of HR & Organizational Effectiveness Developed and implemented robust HR strategies that supported the successful ac hievement of various corporate objectives by building organizational capability through organizational development and effectiveness, talent acquisition and dev elopment, change implementation, succession planning, employee engagement and co mpensation strategies. Act as a change leader for developing and implementing s trategic plans through multiple business units and segments throughout large org anizations. Collaborates with senior leadership to influence pay structures, performance ma nagement practices, and implement strategies to ensure market competitiveness. Designed and Implemented business related initiatives involving organizational design and development, labor cost management, recruitment and retention, benefi ts and compensation, employee and labor relations, performance management, risk management, policies and procedures, associate education and safety. Work with Department Managers on personnel or operational problems to determine actions necessary and handle matters requiring all Executive Decisions for Pres ident; Assists all managers and employees in understanding and applying HR tools in order to maximize employee performance, achieve organizational effectiveness , and ensure legal and regulatory compliance. Conducts training on compensation-related topics which continually educates man agement and employees on company policies, philosophies and practices to ensure appropriate performance and pay decisions, compliance issues and legal standards . Proactively analyzes and identifies organizational trends and benchmarks indu stry practices to address compensation issues and appropriate action. Partners with Senior Management within an organization to provide a thorough kn owledge and understanding of compensation principles, pay practices and executiv e compensation trends. Thoroughly knowledgeable in all regulatory, tax, account ing and financial implications of a compensation plan design, including equity p rograms and executive compensation. Directs the development, implementation and administration of all health and we lfare benefit plans including communications, training and system modifications for regular and self insured insurance programs. Ensures that benefit plans sup port corporate strategies as well as remain in compliance with government regula tions. Implements cost effective alternatives to support and enhance a company(tm)s be nefits programs and manages external relationships with vendors. Directs management of payroll and timekeeping software, including strategic dev elopment and maintenance activities, but not limited to, implementation of and/o r execution of global system requirements, automation of manual processes, and p reparation of project plan for upgrades and conversions in order to recommend an d implement changes leading to best-practice operations. Oversees management of the Payroll and HR budget and assists in coordination of the budgeting process with Finance. Develops continuous strategic process improvements to maintain the quality, eff iciency and overall effectiveness of the payroll functions and system of interna l controls, to increase accuracy and decrease risk of fraud and errors. Collabo
rates with all HR and Operations functions to provide seamless, efficient and co nsistent payroll processes. Process and monitor on-the-job injury and illness claims under Workers(tm) Comp ensation Program and act as a liaison between Insurance companies and employees. Consulting Contracts include the following Companies: Tesoro Petroleum - SEC Reporting and Financial Reporting Package Analyst Black Brush Oil & Gas - IT Crystal Report Writer for Financial Statements Brook Army Medical Center Surgical Unit - Project Manager Lackland AFB - Project Manager Milan Institute of Cosmetology - School Director & Compliance Specialist The School of Excellence Charter School * Poteet ISD * CalAllen ISD * Region XX Goodwill Industries * The Patrician Movement * Mission Foods * Rail Tex and Rai l America The Gillman Group Dealerships - Dealership Controller
Edgewood Independent School District Executive Director of Business & Management Support 01/2007 - 06/2008 Operate and Manage 19 campuses, two central office locations and 62 departments throughout the district for all aspects of a $100 million Local Property Tax Bud get as well as a $50 million Federal and State Budget. Also responsible for the Human Resources, Risk Management, Accounting, Accounts Payable, Payroll, Purcha sing, Business Systems, Finance, Inventory Control, Food Service, Technology & E -Rate, Transportation and PEIMS department s on a daily basis. Narrowed the annual deficit from over $10 million to $1.7 million dollars the f irst budget year and presented to the Board of Directors a Balanced Budget by ye ar 2 through various forecasting and cost utilization skills developed throughou t my career. Successfully developed, educated the community and passed the ONLY Tax Rollback election to have passed in Bexar County for any school district that will allow us to generate an additional $6 million repeatedly year after year for the educ ational needs and Maintenance & Operations of the School District. Implemented the Online Purchase Order system that converted the entire district onto paperless PO(tm)s and saved the district approximately $250,000 in the yea r of conversion. Implemented the Online Win ocular Human Resources system that converted the ent ire district onto paperless application process and saved the district approxima tely $175,000 in the year of conversion. CPA Candidate Licensed Realtor for Texas St. Mary's University Bachelor of Business Administration - May 1993 Major - Accounting; Minor - General Business Mgmt Computer and Software Skills 1. Strong MS Office Skills to include Excel, Word, Access, PowerPoint. 2. General Fund Enterprise Business Systems, PPBE System, PeopleSoft Financials, Region XX ITCCS and RSCCC; Skyward, Work Force, Winocular; SAP Business Intelli gence, Oracle E-business Suite version 11i and 12, Hyperion, Platinum, FRX and C rystal Report Writer, Diamond D, Guest Vision, UCS, Reynolds and Reynolds, Great Plains 7.5, MIP Fund Accounting, AS400, MAS 200 and MAS 90, CCHS, Pro System Ta x and Timberline. 3. Peachtree, QuickBooks, JD Edwards, MISIDA, JABR, Jonas Management Systems.
