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Date Created: 12/22/15
RONALDN.LOZA Walnut Creek, CA 94598 ■ 925.890.9935 (Cell) ■ Ronald.firstname.lastname@example.org http://www.linkedin.com/in/ronloza ■ http://ronloza.wordpress.com/ CFO Over two decades of financial leadership. Conceived, systematized, and grew an international award-winning multi- million dollar company averaging 11% in annual same store sales increases by formulating the corporate vision and strategic direction, initiating growth strategies and developing operating efficiency through sound leadership. Responsible for all accounting functions including; budget development, management of budgets long-range forecasting, development of policies and procedures, and general accounting for both non-profit and for-profit companies. Lectured at Chapman University School of Business – “Leadership”, Marriot Hotels – “Customer Service”, San Francisco State School of Business – “Real Estate Analysis”, Macys Corporate – “Hiring and Customer Service Training”, Contra Costa Leadership Group – “Leadership”, and International Council of Shopping Centers regional meetings – Various topics Masters of Business Administration ■ Haas School of Business, University of California, Berkeley Bachelor of Science ■ Engineering ■ University of California, Berkeley General & Operations Management ● Profit & Loss Management ● Forecasting & Budgeting ● Team Building and Leadership ● Finance and Accounting ● Corporate Vision & Strategic/Operational Planning ● Cost Reduction & Profit Optimization PROFESSIONAL E XPERIENCE Consultant | Finance | Operations BUSINESS IMPROVEMENT STRATEGIES – Walnut Creek, CA Current Improving business operations in the areas of financial and systems analysis, budget preparation, real estate, store planning and development, financial and strategic planning, and retail operations improvement strategies. Pet Food Express: Designed the tools necessary to budget, audit, account, and analyze manpower and andts influence operating decisions in the facilities and construction department Kauffy Shop: Set up financial reporting and operational procedures, created accounting policies, procedures and internal controls. Currently handle bank reconciliation, payroll, and payroll taxes. Diablo Valley Endodontic Specialists: Business development, accounting, and human resources. “We engaged Ron to manage a project involving a software package implementation. He quickly ramped up to become familiar with the product, communicated well with the project team, interfaced effectively with the vendor to get them to complete their tasks, and followed through to see that we were getting the results that he wanted. He was easy to work with, cooperative, and really cared that we got what we needed. He is highly intelligent, analytical, and well-spoken. Terry Lim, COO, Pet Food Express” CEO | CFO Multi-Unit Retail CAFFE E VIA, LLC – Walnut Creek, CA 1996-2011 Conceived, operated, and sold a local chain of specialty coffee Developed annual and long term financial plans supported by relevant financial analysis. Developed accounting policies and procedures, monitored budget, prepared annual financial report, prepared annual tax returns, reconciled bank accounts, executed bi-weekly payroll, monthly payroll tax deposits, and filing od quarterly and annual payroll tAchieved above average sales and below average employee turnover due to sound leadership and effective business processes. Achieved 82% annual growth in sales, 11% annual growth in same store sales, and averaged 3 times the national average in sales for similar store concepts. Received the International TOPS Award from the Specialty Coffee Association of America (SCAA) five consecutive years. The TOPS Award recognizes world-wide excellence in retailing in the coffee industry. Maintained a 66% core group of employees with an average retention rate of 22 months. Overall annual turnover rate has averaged 33% as opposed to the industry standard of 123%. Packaged and implemented a comprehensive training program consisting of sixteen training modules covering cash handling, customer service, product quality and preparation, policies, maintenance, and leadership resulting in streamlined, consistent, and efficient operations. “I have been a Manager at Caffe`e Via over 13yrs. I have witnessed Ron's professional ability to produce impressive results in a wide variety of area's. Ron has a strong commitment to individual, team, and business development. Inspiring and motivating excellence, quality and consistency never compromised. His work has been a major factor in strong sales, repeat business, and in the company's continued success. Gail Cummings, Manager Caffe`e Via” CFO | Director Operations THE SEVEN HILLS thHOOL – Walnut Creek, CA 2008-2010 Pre K through 8 grade school. Responsible for $9MM budget. Created annual and long range financial plans, budget enforcement and monthly financial status presentation to Board of Directors. Undertook the planning and construction of the middle school, and increased operating efficiency of the business office and facilities department. Developed and implemented accounting policies and procedures, including internal controls, and trained department heads as required. Completed state-of-the-art Science Lab 20% under budget and 2 weeks ahead of schedule Managed a $6MM renovation of the middle school bringing the project in at 12% under the previous managements estimates. Renegotiated vendor contracts and streamlined selected systems resulting in a reduction of opex by $120,000 (10%) without cutting programs or services. Tripled facilities rental revenue from $32k to over $90k through enforcing existing contracts and signing new tenants. Secured $8,500,000 favorable tax-exempt debt financing in order to ensure the school’s ability to move forward with the expansion and renovation of facilities that are essential to the long-term goals of the organization. This included refinancing existing debt at a savings of $773,000 to the school. “Ron was a breath of fresh air at Seven Hills School as his “can do” attitude was evident in every project he undertook. An excellent source of feedback for our entire staff, Ron excelled at examining problems and creating innovative solutions to solve those issues. An outstanding leader on our admin staff, Ron was also and exceptional team player that never allowed ego to get in the way of his job performance. Ron always exhibited high energy and a passion for his job. He was a pleasure to work with and will be greatly missed by this institution. Scott Espinosa-Brown Assistant Headmaster” “The bottom line is, Ron will figure out how to get it done - whatever it is. He is creative, helpful, and explains things in a way that anyone can understand. When others are saying "it can't be done," Ron is figuring out how to get it done. Ron would be an asset to any company, especially in a role that involves organization and leadership. Feel free to contact me with any questions - email@example.com.” Renee Ramig, Director of Technology, Seven Hills School CEO | CFO Multi-Unit Retail Real Estate RNL COMMERCIAL REAL ESTATE – Lafayette, CA 1987-1996 Real estate services company providing outsourced support for corporate real estate departments. Cultivated and managed national, regional, and franchise accounts such as Thrifty Corporation, Learning Express, Pet Food Express, Krause’s Sofa Factory, and Fabricland. Provided strategic planning for new store growth as well as property identification, lease negotiations, investment analysis (cash flow and NPV). Oversaw all accounting functions. Provided lease administration and property management functions including estoppels, CAM audits, and option renewals. Developed, negotiated and reviewed tenant improvement estimates, contracts, and construction. Recognized in the San Francisco Business Journal as a Commercial Real Estate Top 20 Producer 1991 Increased sales from $30,000 to over $4,000,000 in 4 years. Proficient with Sage 50 Accounting (Peachtree), Microsoft Excel, Word, Powerpoint, Project and Outlook. Functional with Quickbooks.
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