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.

Academic & Professional

Degrees & Certifications

A visual record of academic achievements and continuous professional development.

Master of Science in Corporate and International Finance
Master's Degree

Master of Science in Corporate & International Finance

National University

Awarded October 2011

Bachelor of Science in Financial Management
Bachelor's Degree

Bachelor of Science, Major in Financial Management

National University

Awarded January 2010

Python Introduction Certificate

Python Introduction

Dataquest • July 2023

Certificate of Completion for foundational Python programming concepts and structures.

Python Certificate of Achievement

Python Core Concepts

Mimo • August 2023

Certificate of Achievement validating understanding of data structures, functions, and modules.

CA State Notary Course

CA State Approved Notary

EZ Notary Class • November 2024

Proof of Completion for the mandated 6-hour California Notary Public coursework.

YMCA Project Management

Project Management

YMCA of the USA • December 2012

Certificate of Completion for successful fulfillment of organizational project management course requirements.

USPTO Pro Bono Program

Pro Bono Program Training

US Patent and Trademark Office • February 2016

Certificate of Completion detailing intellectual property prosecution, claims, and patent rights.

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.