Gretchen Yip

Financial Controller @My Secure Advantage®

Sacramento, CA, US
EMAILS
g•••@mysecureadvantage.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2019 — Present

Financial Controller @My Secure Advantage®

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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

N/A

California State University-Sacramento

Bachelor of Science (BSc), Business Administration - Finance

SKILLS

Event PlanningMicrosoft OfficePublic SpeakingFinancial ReportingAccount ReconciliationMicrosoft ExcelAnalysisBudgetsManagementTeam BuildingFinancial AccountingCorporate FinanceNonprofit OrganizationsLeadershipBudgetingMicrosoft WordFinancial AnalysisAccountingStrategic Planning

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

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