Experience

DWA Healthcare Communications Group

• United States
• Advertising Services
• 1 - 100 Employee

• Controller

  • Aug 2016 - Present

  Recruited to manage the accounting department and bring fresh solutions through many process improvements to the organization. Key contributor to the implementation of a new web-based project management software designed for marketing agencies. Directed the company to a new platform for budgeting and forecasting and was directly involved in its implementation across all business units of the company. Responsible for all accounting functions to the CFO and the primary resource for the implementation of all GAAP standards. Key contact for all audits and the primary resource for all tax matters for the company. Serve as a member of the 401(k)-investment committee. Manage a staff of five in accounts receivable, accounts payable, payroll and general accounting. Selected Achievements: •Key contributor to the implementation of Workamajig, an ERP and agency management software solution. •Implemented Centage’s budgeting software through Budget Maestro and Analytics Maestro. •Primary contact for preparation of U.S. tax returns in multiple states. •Key advisor on the percentage of completion revenue recognition standard. •Assisted the CFO in developing key financial metrics for the corporate leadership team. •Introduced the company to a new insurance broker resulting in expanded coverages and reduced premiums. Show less



Ambassador Solutions

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• CFO and VP of Support Services

  • Mar 2006 - Dec 2017

  Recruited to modernize this company’s financial operations and reporting requirements through the design and implementation of a time and billing system, a budgeting and forecasting system and numerous process improvements. Key contributor to company’s strategic plan initiative transforming the company from a staffing organization to a solutions company. Promoted from controller to current position in April 2012. Selected Achievements: •Reduced the monthly close schedule to four working days. •Responsible for the preparation and communication of the company’s budget to the executive team. •Primary audit and tax contact. •Created both short-term and long-term forecasting models. •Created company contracts library through SharePoint. •Responsible for all of the company’s HR functions. •Served dual roles of CFO to Ambassador and as a revenue accounting consultant to Salesforce. •Implemented operations and financial software solutions. Show less



Indiana University Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Volunteer Chaplain

  • Feb 2008 - Sep 2014

  Chaplain (2008 – 2014) •Minister to patients and employees of this 1,000 employee and 176 bed hospital. •Trained three other volunteer chaplains. •Assisted with Build-A-Bear charity event. •Conducted memorial service for babies that died prior to birth. Chaplain (2008 – 2014) •Minister to patients and employees of this 1,000 employee and 176 bed hospital. •Trained three other volunteer chaplains. •Assisted with Build-A-Bear charity event. •Conducted memorial service for babies that died prior to birth.



Mblox (now Sinch)

• United States
• Telecommunications
• 1 - 100 Employee

• Controller

  • Jul 2000 - Mar 2006

  Recruited to build a professional and efficient accounting department through the design and implementation of numerous accounting processes, hiring of employees and installation of new ERP software. Assumed responsibility for all financial and managerial accounting functions. Prepare and review monthly financial statements, detailed analysis of recurring revenue streams and balance sheet reconciliations. Responsible for the consolidation of the foreign subsidiaries’ financial statements. Supervised support staff of three in accounts payable, accounts receivable, payroll, and billing. Performed all corporate secretary responsibilities. Selected Achievements: •Implemented Great Plains E-Enterprise software on a worldwide basis. •Implemented online expense reporting solution for U.S. and U.K. •Primary audit contact for U.S., U.K. and 6 other foreign subsidiaries over a five-year period. •Primary contact for preparation of U.S. tax returns in fourteen states. •Successfully integrated acquisition of another software company through the purchase method. •Applied proper revenue recognition rules as company transitioned from a software company to a wireless services company. •Developed financial metrics for executive team and board of directors. •Key contributor to company’s acquisition of mBlox, Ltd, a U.K. company and its subsidiaries. Show less



DeHART's Printing Services Corporation

• Santa Clara, CA

• Controller

  • Sep 1998 - Jul 2000

  Member of the executive management team for a fast growing printing company. Provide accounting and fiscal management leadership for all aspects of the business. Full responsibility for preparing a monthly book of financial statements such as income statement, balance sheet and cash flow statement and analysis of profit margins by product line. Supervised support staff of four, accounts payable, HR, payroll, accounts receivable and general accounting. Selected Achievements: •Assisted president in analyzing offer by Xerox Corp to purchase new Docutech machines. •Evaluated proposal on purchase of potential new building for the company. •Reduced monthly close schedule to four working days through numerous process improvements. •Implemented cash management techniques to maximize investment income. Show less



Law Cypress Distributing Company

• San Jose, CA

• Assistant Controller

  • May 1997 - Sep 1998

  Functioned as an active member of the management team with responsibility for financial statement preparation, careful scrutiny of this distributor’s narrow profit margins and oversight of the accounting function. Managed a team of five, accounting manager with a staff of four in accounts payable, general ledger and payroll. Selected Achievements: •Reduced monthly close schedule to four working days. •Completed cleanup and reconciliation of all balance sheet accounts. •Have begun implementing a documents retention program. •Responsible for all tax filings and related audits. Show less



Gupta Corporation

• Menlo Park, CA

• Accounting Supervisor

  • Jun 1987 - May 1997

  Recruited as company’s first accountant while pastoring a church full-time. Experienced numerous opportunities and challenges over ten years as the company grew from a $1M company to a $65M company with over 400 employees and offices worldwide. Key contributor to the company’s successful IPO in 1993. Directly oversaw a staff of four, international accountant, accounts payable and payroll. Primary responsibility was for the implementation and oversight of the company’s MAS90 accounting system for both the U.S. and overseas along with the preparation of the company’s financial statements for company’s 10Q and 10K. Selected Achievements: •Contributed heavily to a three-year audit over a six-month period. •Managed accounting system development and process improvements. •Accounting leader on system implementation of new client server accounting software. •Prepared monthly financial statements for management and SEC reporting requirements. •Coordinated and assisted on all tax audits. •Coordinated setup of European offices and foreign fulfillment house on the MAS90 accounting system. •Extensive training of employees on multi-currency functionality within the MAS90 accounting system. Show less



Zion Christian Center

• Redwood City, Ca

• Pastor

  • Sep 1985 - Jan 1991

  Asked to pastor this church after founding pastor relocated to Oklahoma. Developed numerous outreaches to local families and provided spiritual growth opportunities to all members. Selected Achievements: • Pastored a congregation of eighty members. • Opened up a full service Christian bookstore. • Managed all of the church’s financial affairs. Asked to pastor this church after founding pastor relocated to Oklahoma. Developed numerous outreaches to local families and provided spiritual growth opportunities to all members. Selected Achievements: • Pastored a congregation of eighty members. • Opened up a full service Christian bookstore. • Managed all of the church’s financial affairs.