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Canterbury Consulting Incorporated - Chief Financial Officer Resume Example

Elizabeth Richardson
XXXX XXXXXXX XXXXX, Huntington Beach, CA 92646
Ph: XXXXXXXXXX
XXXXXXXXXXXXXXXXXX
Professional Summary

-Strong organizational abilities with high sense of priority complemented with a Solid history of achievement in motivating others.

-Preparation and analysis of Financial Statements, budgets, forecasts,

-Broker Dealer and Investment Advisory Regulatory Reporting and Compliance.

-Human Resources and Personnel Management

-Experienced in fast-paced environments.

-Advanced Microsoft Excel, Sage 300 ERP (formerly AccPac) applications and report writing, Sales Logix-Customer Relationship Management, Paychex-Payroll and Human Resources.

-Responsible, passionate and motivated with a drive for excellence. 

-Goal Driven

Skills
  • Management of Financial Resources
  • Complex Problem Solving
  • Personnel and Human Resources
  • Staff supervision with a great staff retention rate
  • Superior understanding of the importance of confidentiality
  • Excellent interface with all levels of personnel
  • Bilingual English/Spanish
Experience
Chief Financial Officer Aug 2004Jun 2014 Canterbury Consulting Incorporated Newport Beach, CA

Responsible for accounting and all internal and external reporting of financial statements, external audits, tax returns, business insurance, corporate lawyers, employment lawyers and regulatory agencies.

 
Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.
 
Coordinated and supervised the firm' roman','serif';'=' new=' directed=' audit.=' and=' preparation=' of=' issuance=' s=' the=' annual=' corporation' font=' report.<=' black'=' s cpa' s='>

Responsible for accounting and all internal and external reporting of financial statements, external audits, tax returns, business insurance, corporate lawyers, employment lawyers and regulatory agencies. Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance. Responsible for accounting and all internal and external reporting of financial statements, external audits, tax returns, business insurance, corporate lawyers, employment lawyers and regulatory agencies. Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  <=' revenue=' ,' serif';'=' new='>Responsible for accounting and all internal and external reporting of financial statements, external audits, tax returns, business insurance, corporate lawyers, employment lawyers and regulatory agencies. Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  <=' revenue=' ,' serif';'=' new='>

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  <=' revenue=' ,' serif';'=' new='>

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.  






Responsible for accounting and all internal and external reporting of financial statements, external audits, tax returns, business insurance, corporate lawyers, employment lawyers and regulatory agencies.

Responsible for the assessment of corporate insurance needs and policies acquisition and renewals for E&O, D&O, General Liability, Fiduciary Liability, Employment Practices, Workers Compensation, Travel Insurance, and Officers/Key Man insurance. Assessment of employee related insurances from medical to dental, vision, disability and life insurance.

Coordinated and supervised the firm's CPA's annual audit. Directed the preparation and issuance of the corporation's annual report.

Provided internal financial information to the firm's tax accountants to prepare and file corporate income tax returns and property tax returns. Filed the California Department of Business Oversight Statement of Information annually. Filed Quarterly Tax returns for Revenue taxes.

Reviewed and approved client agreements, fee increases, new client acquisition, quarterly billing and allocation of revenues and cost of sales.

As the FINOP (Financial and Operations Principal) for the firm, I filed the FOCUS reports monthly and the SSOI reports quarterly. I promoted compliance with FINRA regulations.

Coordinated with other departments to establish budgets and effectively prepare monthly forecasts. Managed cash to ensure proper and timely allocation of general expenses and capital acquisitions based on quarterly cash inflows.

 

Worked closely with management and the Board of Directors. Provided development, direction and leadership to the accounting department as well as to the human resources department to minimize compliance issues and to maintain internal controls.

Interfaced with banking institutions to establish corporate lines of credit and loan funding  Regularly reviewed paperwork to maintain current documentation of corporate officers.

Sr. Accountant May 1998Jan 2004 Cardiac Science, Inc. Headquarters - Medical Equipment Manufacturer and R&D Irvine, CA

April 2003 - January 2004 - Sr. Accountant

Responsibilities: Staff supervision, General Ledger reconciliation, Sales Commission calculation and Multi-state Payroll, Online Banking and Cash reporting, Coordinated workers compensation annual audits and actively interfaced with auditors during company's annual CPA audits.

April 2002 - March 2003 -Payroll and Benefits Administrator:

Duties and Responsibilities Included but not limited to:

Enrollment and termination of insurance for Health, Dental, Life, LTD/STD/AD&D.

401K, CAF 125, Garnishments withholdings and distributions including proper accounting and reporting, loan approvals and termination packages.

Assistant Controller/General Ledger Manager Jun 1994Aug 1998 Power Plus! - Corporate Office - Temporary Utilities Contractor and Generator Rental Anaheim, CA

Responsibilities: Month end closing through Financial Statements, Cash Assessment, Ensured timely and accurate month end closing for A/P, AR and P/R departments, Key contact for annual CPA audit and quarterly Bank audits, Sales tax returns, Assess progress and development of accounting staff toward professional growth, Training new hires, data base daily back-up, etc. In this position I reported to the Corporate Controller.

Duties included: General Ledger reconciliation and maintenance using AccPac Plus for four different lines of business in addition to the consolidated parent company, journal entries and daily sub-ledger postings, daily process of LOC advances, cash management and reporting, electronic banking, bank reconciliations, asset depreciation, tax filings, etc.

Accomplishments: Improved the quality of the financial statements presentation and gradually shortened the month end closing. Implemented Policies and Procedures and encouraged staff to build Policy and step by step Procedures Manuals.

Education
Associate of Arts : Accounting May 1997 Santa Ana College Santa Ana, CA
Languages
English, Spanish
Affiliations

Member, National Association of Professional Women

Member, National Notary Association

Additional Information
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Resume Details

This is a real resume for a Chief Financial Officer in Huntington Beach, California with experience working for such companies as Canterbury Consulting Incorporated, Cardiac Science, Inc Headquarters Medical Equipment Manufacturer And R&d. This is one of the hundreds of Chief Financial Officer resumes available on our site for free. Use these resumes as templates to get help creating the best Chief Financial Officer resume.

Previous Companies:

  • Canterbury Consulting Incorporated
  • Cardiac Science
  • Inc Headquarters Medical Equipment Manufacturer and R&D

Previous Job Positions:

  • Chief Financial Officer
  • Sr Accountant
  • Assistant Controller
  • General Ledger Manager

Schools:

  • Santa Ana College

Level of Education:

  • Associate of Arts

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