Professional Portfolio

Rafael Gutierrez Jr.

Financial Controller | US Marine Veteran

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Biography

Strategic and results-driven Financial Controller with a proven track record of optimizing fiscal operations and driving organizational growth. Bringing the discipline and leadership of a US Marine Veteran to the corporate financial landscape.

Expertise in complex financial modeling, ERP implementations, and multi-million dollar budget management. I specialize in transforming raw data into actionable insights that empower executive decision-making and ensure long-term sustainability for both corporate and nonprofit entities.

Core Competencies

  • Strategic Planning
  • Risk Mitigation
  • ERP Modernization
  • Grant Compliance
  • Team Leadership

Professional Journey

A timeline of excellence in financial management and military service.

2014 — Present

Financial Controller

Key Forecasts

  • Provide 100% remote controller services, managing AP/AR, bank reconciliations, and monthly closings for diverse US industries.
  • Deliver custom financial models and forecasting to drive growth and cash flow stability for small business clients.
  • Streamline accounting operations to reduce overhead and maximize profitability for entrepreneurs.
2007 — 2023

Financial Controller

Independet Financial Consultant

  • Coast to Coast Circuits (Huntington Beach, CA): Directed manufacturing financial operations, daily cash monitoring, and sales commission analysis.
  • Livesay Capital Solutions (San Diego): Analyzed investment opportunities and financial statements to support strategic decision-making.
  • The Marika Group (San Diego): Managed B2B credit card transactions, invoicing, and collections.
  • Policarpa Group (Colombia): Oversaw all accounting functions and $AP/AR$, ensuring the total accuracy of financial statements. Developed annual budgets and forecasts to assess organizational performance against long-term strategy
2012 — 2018

YMCA

Finance & Business Director

  • Saved the organization over $150,000 annually by identifying inefficiencies in employee benefits and renegotiating contracts.
  • Reduced unemployment claims costs from $47,000 to $10,902 through strategic HR and financial management.
  • Engineered a proprietary receivables process that dramatically decreased accounting errors within the payment control system.
Academic Background

National University, San Diego, CA

Master in Corporate & International Finance

Bachelor in Financial Management

Focused on Strategic Management and Corporate Finance. Graduated with honors.

Strategic Case Studies

Analytical deep-dives into high-impact financial projects and operational transformations.

Nonprofit Cost Optimization

By analyzing a $500,000 revenue base, the report provides stakeholders with a transparent view of fund sourcing—highlighting that 40% of income stems from weekly donations—and a strategic breakdown of fund allocation.

California Department of Tax and Fee Administration (CDTFA) audit

The report addresses a $360,609 tax discrepancy stemming from the CDTFA’s use of gross Form 1099-K credit card data, which incorrectly categorized non-taxable labor as taxable sales.

Precision Job Costing & Profit Margin Optimizer Excel Template

I developed a custom Job Costing Tracker in Google Sheets designed to bridge the gap between field operations and financial oversight. This tool provides a “live” look at project health, allowing business owners to pivot before margins disappear.

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Rafael Gutierrez Jr.