Gretchen Yip
Finance and accounting leader in financial services, manufacturing, commercial real-estate, 501c3s. Strategic cash management, trends analysis, forecast models, budgets. Develop teams and processes that scale for growth.
- Role
- Financial Controller at My Secure Advantage®
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Gretchen Yip
SUMMARYFinance and accounting leader in financial services, manufacturing, commercial real-estate development, start-ups and 501(c)3 spaces. Measurable outcomes from financial reporting, strategic cash management, trends analysis, forecasting, budgeting and cash flow modeling. Roll-up-the-sleeves approach to day-to-day operations by building and leading teams, and implementation of tech tools and processes that scale for long-term business growth.CORE COMPETENCIESForecasting | Financial Analysis | Cash Flow Modeling | Budgets | Executive Leadership | GL Reconciliations | Contract Management | KPIs | 401(K) Administrator | Financial Reporting | Sales/Use Tax Filings | Trends Analysis | HRIS/ERP Implementations | Factored Banking | Fixed Assets/Depreciation | Inventory (FIFO)| Insurance Administrator | Month-End Close | Multi-State Registrations | GAAP | Multiple Single Asset Entity P & Ls | Self-Funded Benefit Administration
Experience
Financial Controller
Aug 2019 — Present · Roseville, CA, US
Budgets – annual forecasting / monthly corporate and department reporting• Treasury Management – cash analysis/proforma, wire approvals • Asset Sale – oversight post-transaction, revenue shares, shared services, 401k plan assets spinoff • Annual/Quarterly planning – Executive and Department KPIs, initiatives and outcomes• Financial Performance Report – monthly to CEO for $18M single asset entity• Month-End Close – implemented process, GL schedules, revenue trend analysis, financial reports• GDPR Compliance – developed and maintain Finance retention policy• 401k Plan Administrator – annual audit, 5500 filing, contribution/deferral funding • Contract Management – oversee execution/renewals for tiered-pricing and revenue shares
Education
California State University-Sacramento
Bachelor of Science (BSc), Business Administration - Finance
Skills
- Event Planning
- Microsoft Office
- Public Speaking
- Financial Reporting
- Account Reconciliation
- Microsoft Excel
- Analysis
- Budgets
- Management
- Team Building
- Financial Accounting
- Corporate Finance
- Nonprofit Organizations
- Leadership
- Budgeting
- Microsoft Word
- Financial Analysis
- Accounting
- Strategic Planning
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