Experience

FLG Partners

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

• Partner | CFO

  • 2015 - Present

  As a partner at FLG Partners, LLC, the leading and most experienced CFO consulting practice nationwide, I serve private company clients in both interim and permanent CFO roles. Clients include health and beauty, med-tech, fintech and banking.FLG Partners is the leading CFO consulting and board advisory services firm, providing companies with experienced financial leaders in interim, part-time, project-based, and permanent CFO roles to help them solve their toughest problems, navigate through near term inflection points, evaluate their strategic options and make better business decisions. Our financial and board advisory practice spans hundreds of client engagements across industry sectors, delivering a comprehensive range and depth of CFO leadership and expertise to help with navigating fundraising, IPO, M&A, restructuring, scaling business operations or board support.➤I specialize in supporting private FinTech, Med-Tech, and Consumer Goods organizations with a focus on M&A transactions, IPO preparation, and growing Business Operations.



Visa

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Vice President Global Finance

  • 2007 - Aug 2015

  -Directly reported to Chief Financial Officer -Acted as global Controller in 2008 for ~ US largest ($20B) IPO -Managed staff of 300+ employees globally -Consolidated, restructured and integrated finance and corporate services functions post IPO-Presented to Audit Committee -Strategic partner to M&A supporting financial acquisitions, due diligence and integration-Strategic partner to Sales and Business Development teams supporting emerging product deals and partnerships-Led legal entity openings/closings in support of global tax strategy-FFIEC contact for Supplier Risk Management Program-Managed global Finance Operations functions including: Revenue Billing, Strategic Sourcing, Financial Systems, Finance Project Management Office and Shared Services Center -Led global Corporate Services functions including: Corporate Real Estate, Physical Security, Events Planning, Corporate Aviation and Travel Services-Led large strategic initiatives including a three year, $200+ million remodel of the corporate headquarters campus and implementation of a captive shared service center in Austin, TX-Developed and executed $100M+ Corporate Real Estate and $50M+ Systems capital plan

• Senior Vice President USA Finance

  • 2004 - 2007

  -Selected member of Finance IPO team -Led the USA Finance Operations functions including: Accounting Operations, Procure-to-Pay, Revenue Billing and Payroll Operations -Restructured and consolidated two Sourcing functions to align with industry best practices resulting in over $30 million in savings



Dominican University of California

• United States
• Higher Education
• 400 - 500 Employee

• Chief Financial Officer

  • 2003 - 2004

  -Managed Business Office, IT and campus Facilities functions-Revised and implemented a new annual budget, monthly forecast and financial reporting process to align with strategic priorities-Reviewed and revised the cash management process and implemented new investment policy guidelines for the University’s Endowment -Managed Business Office, IT and campus Facilities functions-Revised and implemented a new annual budget, monthly forecast and financial reporting process to align with strategic priorities-Reviewed and revised the cash management process and implemented new investment policy guidelines for the University’s Endowment



The Bar Association of San Francisco

• United States
• Legal Services
• 1 - 100 Employee

• Chief Financial Officer

  • 2002 - 2003

  •Initiated a forensic audit to identify, analyze and implement an effective corrective action plan•Redefined and restructured the annual budget, monthly forecast and financial reporting processes•Implemented a grant and endowment reporting system •Initiated a forensic audit to identify, analyze and implement an effective corrective action plan•Redefined and restructured the annual budget, monthly forecast and financial reporting processes•Implemented a grant and endowment reporting system



Diadexus

• Biotechnology Research
• 1 - 100 Employee

• Vice President of Finance

  • 2001 - 2002

  -Completed all finance deliverables to complete S1 for initial public offering-Led design and implementation of the budgeting, forecasting and capital planning process -Managed the facilities functions including the design and implementation of the safety policies and procedures, security, shipping and receiving -Completed all finance deliverables to complete S1 for initial public offering-Led design and implementation of the budgeting, forecasting and capital planning process -Managed the facilities functions including the design and implementation of the safety policies and procedures, security, shipping and receiving



HealthCentral.com

• Vice President Finance and Administration

  • 1999 - 2001

  -Raised over $20 million in Series B preferred stock private placement financing-Completed Initial Public Offering raising $82.5 million in December 1999-Successfully completed six acquisitions within an 18-month period growing the company from 20 to over 350 employees-Managed financial audit and SEC regulatory reporting functions including: preparation of 10Q and 10K, shareholder proxy, and all merger and acquisition related filings -Raised over $20 million in Series B preferred stock private placement financing-Completed Initial Public Offering raising $82.5 million in December 1999-Successfully completed six acquisitions within an 18-month period growing the company from 20 to over 350 employees-Managed financial audit and SEC regulatory reporting functions including: preparation of 10Q and 10K, shareholder proxy, and all merger and acquisition related filings



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President

  • 1983 - 1999

  -Evaluate and set strategies for over 400 subsidiaries acquired under the Security Pacific and Continental Bank mergers. Managed the disposition, merger and sale of over 50 BAC subsidiaries and equity investments in the US, UK and Latin America-Designed, coordinated and implemented the finance, accounting and human resources policies and procedures for a $6M start-up software subsidiary-Implemented the financial planning and reporting processes for the newly created Credit Policy Group.-Manage the FP&A function for the California Check and Currency processing operations function-Evaluated, analyzed and processed system investment proposals