Providing Excel financial templates for hotel management teams to improve financial performance, improve internal controls, achieve higher guest satisfaction, provide analytics, create team engagement , improve cost controls and increase revenue generation.
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.
Provided 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. Projects included financial control and modeling for Ritz Carlton, Belmond, Hyatt, and Proper Hotels
Owner, April 2019 to December 2020
TaskForceAccounting.com and HotelSpreadsheets.com
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Cash Flow Forecasting
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Departmental Checkbooks
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KPI Interactive Dashboards
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Labor Standard Scheduling
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Menu Costing
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Vacant Position Coverage
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Budget and Forecast Modeling
- Task Force Accounting
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Balance Sheet Reconciliations
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Profit Improvement
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Owner Presentation Templates
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Policy & Procedure Implementation
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Financial Visualization
December 2020 to February 2022
Director of Finance Kimpton Goodland, Goleta, California
Led Accounting Department and Department Managers to record a YTD G.O.P. Profit Margin of 37.3%. Led PPP loan forgiveness for ownership. Helped train new Sales staff on Delphi system, provided forecasting methodology and training for a new Director of Food and Beverage , enhanced menu costing techniques with our Chef and trained Front Office Manager on best practices on approving audit packs and maintaining internal controls.
February 2022 to Present
Dual Controller & FP&A, Los Gatos Coffee Roasting Company and Centonove Italian Restaurant
Provide financial statements, profitability analysis and forecasts. Implemented XChef software to improve cost margins through menu engineering, manage waste, and flag vendor price adjustments. Developed graphical PowerBI interactive dashboards that quickly track trends, metrics and performance. These dashboards being implemented by the parent company, Caffe Nero, which has over a thousand coffee houses throughout Europe.
Past Financial Modeling Projects below:
Financial Modeling Project Video Presentation
