Peggy Carollo

Experience

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  Webb Automotive Group

  Sept 1991 - Feb 1993

  Director of Finance and Administration

  Large automotive holding company comprised of 8 dealerships and 4 insurance companies, with $330 million in annual revenue. • Developed financial planning and analysis for enterprise-wide strategic planning process. • Implemented cash activity and investment strategies, consolidated financial statement preparation, administration of corporate benefits packages and healthcare programs, and lending and regulatory compliance requirements.• Managed the selection and installation of payroll and HRIS software, including assembling cross-functional teams, defining technical requirements, contract negotiations, project management, evaluation of contractor performance, and staff training. Show less

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  JL Moyneur Construction

  Feb 1993 - Mar 1994

  Chief Financial Officer (CFO)

  Implemented financial systems for this family run business. Computerized financial records in QuickBooks. Reduced receivable levels, established cash controls. Managed construction contracts.

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  Southern California Bank

  Mar 1994 - May 1996

  Vice President - Business Development | Credit Underwriting

  Originated and managed a portfolio of middle-market clients with revenue between $5 million and $50 million. Performed credit underwriting on all new and existing borrowers in the portfolio. Retained 100% of portfolio during 2 buy-outs/mergers.

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  YMCA of Orange County

  Jan 1997 - Jan 2007

  Chief Financial Officer (CFO) | Executive Vice President Finance

  CFO - Executive financial,administrative, and operational authority, oversaw all Finance, IT, Risk Management, Facility Management and Construction, Grant/Contract Management, and HR systems, controls and strategies. Designed and implemented annual budget and forecasting process and monitored resource allocation, cash management and treasury to ensure conformance to budget and optimal cash flow. Implemented policies and procedures to mitigate risk and ensure audit compliance. Key member of an executive leadership team that guided the company through a strategic reorganization process, increasing program participation by 150% and annual revenue by 80% over 5 years. Supervised 45 personnel in Finance, Risk Management, Facility Management, Contracting, HR and IT.The YMCA of Orange County is a $30 million health and wellness non-profit organization serving 92,000 members Show less

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  Sweek Connolly & Company, CPA

  Jan 2007 - Jan 2008

  Chief Operating Officer

  Directed all aspects of daily and strategic operations for Finance, HR, Administrative Services and IT. Supervised 3-person administrative staff and matrix-managed 12 tax professionals and staff accountants.

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  Federal Deposit Insurance Corporation

  Mar 2009 - Jan 2012

  Senior Financial Manager, Receivership Oversight

  Managed West Coast portfolio of 154 failed-bank receiverships with $12 billion in assets, improving the number of completed business plans from 22% to 100% in 9 months. Prepared analysis and risk assessment on loan restructurings at all levels of Credit Review Committee. Functioned as Chief of Staff for Associate Director of West Coast office, advising on issues requiring tact and diplomacy and building consensus across diverse teams. Achieved West Coast portfolio Expense to Collection Ratio of 8.82% versus FDIC national average of 9.98%. Consistently selected to lead largest or most complex bank closings. Show less

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  Canon Strategic Holdings

  Jan 2012 - Jun 2013

  Chief Financial Officer (CFO) | Chief Operating Officer

  Canon Strategic Holdings is a holding company created to acquire national and state chartered banks in California and the Southwest USA.Established and executed multi-faceted strategies to raise capital for bank acquisitions. Created Canon's business plan, capital acquisition strategies, organizational strategic plan and comprehensive business and financial models. Collaborated with attorneys and leadership team members on organizational documents, including non-disclosure agreements, term sheets, due diligence checklist, Letters of Intent, and deal point negotiations. Show less

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  C-Level Partners (CLP) Right People | Right Role | Right Now

  Apr 2012 - now

  Member | CFO | COO

  C-Level Partners (www.c-levelpartners.net), is an advisory group of C-Level executives from numerous disciplines and industries who collaborate on consulting projects, business transactions, and talent search opportunities, by providing advisory services to companies and investors; and connecting companies and search firms with the best executive talent available.

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  SoCal Financial Services Group

  Apr 2013 - Dec 2014

  Chief Financial Officer (CFO) / VP Finance

  Forum for discussing trends, opportunities, and jobs in the Financial arena in Southern California.

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  Alta Mira Recovery Programs

  Aug 2013 - Mar 2014

  Interim Chief Financial Officer

  Managed all CFO responsibilities for 3 separate private-equity funded companies including Alta Mira Recovery Center, a premier drug and alcohol addiction treatment center specializing in adult withdrawal, sobriety, and healthy relationships, Muir Wood Adolescent & Family Services, specializing in teen withdrawal, sobriety, and family relationships, and Constellation Behavioral Health (holding company).

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  QuestSoft Corporation

  Jun 2014 - Dec 2015

  Controller / Business Operations

  Directed the company’s financial and budgetary reporting systems, ensuring adequate financial flexibility to execute the company’s operating and strategic plans. Managed accounting, regulatory audits, CRM database, partner contract reporting, HR systems, sales support and business operations. Provided strategic and operational leadership to the Income VERIFY business unit (4506T and SSN verification business), overseeing a staff of 6 processing 15,000+ transactions per month and generating $1.8M in annual revenue.Software Systems: QuickBooks, Maximizer (CRM) Show less

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  Fractional CFO Services

  Jan 2016 - Dec 2016

  Chief Financial Officer

  Managed a portfolio of fractional CFO clients, including small and mid-sized companies needing an experienced financial and operational leader to facilitate growth. I am the CEO's strategic partner, one who is willing to roll up my sleeves and get things done. I have strong implementation and people skills. Areas of Expertise: Trusted Advisor/Coach, budget and forecast; financial analysis; banking relationships; HR systems; sales integration with financial reporting; and strategic planning.

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  RD Systems, Inc.

  Apr 2016 - now

  Chief Financial Officer

  Managed all CFO responsibilities for 2 corporate entities including finance, budgeting, HR and training, cash management, banking, and risk management. Provided strategic and hands-on leadership to ISO 9001:2015 compliance and certification process. RD Systems provides premium security solutions, including access control, video surveillance, monitoring and fire/life safety services to business and governmental agencies.