Experienced finance, accounting, and business operations professional. Capable of presenting complex financial information, enhancing internal controls, and executing internal audits. Comfortable working within large information systems. Provides a unique combination of technological vision and business intelligence. Refined communication, project management, and interpersonal skills.
2015 – Present
Financial Excel is a boutique public accounting and business management advisory firm, established to deliver progressive solutions to complex accounting and finance matters. Broad areas of focus encompass accounting and finance operations, strategy, and transformation for businesses and wealth management, estate planning, and tax strategy for individuals. As Owner, responsibilities are all-inclusive, but not limited to, delivering client services, marketing and business development, managing relationships, and sustaining regulatory compliance.
2015 – 2019
Director, Finance & Operations
Doctor Evidence is a market leader in AI-enabled medical insights with its SaaS platform that empowers global stakeholders in the healthcare ecosystem to generate actionable data insights. As Director, Finance & Operations, responsibilities encompassed supporting C-Suite strategic initiatives, progressing internal control over financial reporting, and expanding enterprise-wide data analysis practices.
2013 – 2015
National Link is the largest independent ATM company in the Western United States with presence across the nation, Puerto Rico, and the U.S. Virgin Islands. As the company chief accountant supervising over 300,000 monthly transactions, responsibilities included partnering with the President to execute company vision, full-cycle GAAP accounting procedures, budget development and management, internal control advancement, and investment advisement.
2012 – 2013
Supply Chain Management is a business operations consulting firm specializing in the oil, natural gas, steel, and building materials industries. As Controller, responsibilities included front office supervision, full-cycle GAAP accounting functions, union and multi-state payroll processing, budget development and monitoring, internal control enrichment, internal audit execution, and enhancement of strategic relationships.
2011 – 2011
Coast to Coast Tax Service is a high-volume public accounting firm that provides its nation-wide clients with a broad array of accounting and financial services. As Accounting Manager, responsibilities included efficiently servicing the annual, monthly, and ad hoc needs of the clients, leading business development efforts, managing staff and stakeholders, and maintaining the company's accounting records.
2009 – 2010
Financial Advocates is a public accounting firm established by a former KPMG Managing Director to deliver Big 5 accounting and finance solutions to closely held entities and individuals. As a staff accountant, responsibilities encompassed client financial statement preparation and maintenance, tax return preparation and processing, client relationship management, and strategic business advisement.
2001 – 2009
KORET BUSINESS PARK
Koret Business Park is a real estate leasing, management, and property development firm with a diverse portfolio of wholly-owned real estate investments. As the company accountant, responsibilities included financial statement preparation and maintenance, stakeholder relationship management, and sustaining company regulatory compliance.
EDUCATION & CERTIFICATIONS
Master of Business Administration (MBA)
Argyros School of Business and Economics.
Ranked #3 Private MBA Program on the West Coast by U.S. News & World Report.
Bachelor of Arts (BA)
Varsity Water Polo.
Sigma Chi Fraternity.
Passed all CPA exam sections on first attempt with an average score of 89 (top 10% of candidates).