University of Southern California
Los Angeles, California
Bachelor of Science with an Emphasis in Financial Management
Westin Bonaventure Hotel, Los Angeles,CA
Assistant Controller, March 1992 to April 1996
Hyatt Santa Barbara, Santa Barbara,CA
El Encanto Hotel, Santa Barbara,CA
Lodge at Cavallo Point, Sausalito,CA
Controller, April 1996 to September 2013
Financial Manager, September 2013 to April 2016
Director of Finance April 2016 to April 2019
Responsibilities included the supervision of the accounting staff, coordinating departmental forecasts, preparing annual financial plan, analyzing cash flow, enforcing corporate financial policies, maintaining control of capital expenditures, preparing monthly financial statements, preparing reports for owners and management company. Implemented cross-training for staff in all areas of the Accounting Department which increased communication and efficiency within the department.
Responsible for short and long term planning and the management of the accounting function. Managed 11 M renovation. Developed and implemented labor standards for the hotel. Managed and lead hotel on-site accounting functions to ensure proper fiscal management, timely and accurate reporting and analysis. Prepared all monthly and annual financial statements. Investigated and analyzed variances. Prepared annual business plan. Managed SOX compliance. Supervised I.T. functions .
Supported management with forecasting tools and inventory management controls as the hotel excelled to become Santa Barbara's only Five Star destination. Brought over six months of balance sheet reconciliations up to date. Reversed prior Internal Audit red alert status of the Accounting Department to a "green" status. Reversed trend of the hotel not closing on time to closing early. Designed mobile apps for managers to relay email alerts for purchase requests, report voids and unscheduled O.T.
Improved ownership relations with improved analytics and increased management involvement in cost containment and revenue generation. Created
forecasting models with interactive dashboards enabling managers to own, analyze and control their financials. Implemented a shared doc environment for collaborative forecasting and responding collectively to P&L variances. Nurtured Accounting team to their fullest potential through cross training and positive culture.
Provide task force services for accounting departments and financial modeling templates for management teams and business owners. The models drive financial performance, improve internal controls, focus on achieving higher guest satisfaction, provide analytics, create team engagement with departmental transparency, improve cost controls and increase revenue generation.
Owner, April 2019 to Present
Cash Flow Forecasting
KPI Interactive Dashboards
Labor Standard Scheduling
Vacant Position Coverage
Past Financial Modeling Projects below:
Budget and Forecast Modeling
- Task Force Accounting
Balance Sheet Reconciliations
Owner Presentation Templates
Policy & Procedure Implementation