Experience

Sunbasket

• United States
• Food and Beverage Services
• 100 - 200 Employee

• Inventory Control Management

  • 2017 - Present

  Provide leadership to operations teams in the production of products. Dedicated to ensuring the efficient and correct delivery of materials. Key Achievements: * Developed process that has allowed the team to perform at a high level while experiencing a 42% reduction in staff. * Committed to mentoring and coaching team. Multiple members of my team were selected to fill new roles to support the growth of the company. Provide leadership to operations teams in the production of products. Dedicated to ensuring the efficient and correct delivery of materials. Key Achievements: * Developed process that has allowed the team to perform at a high level while experiencing a 42% reduction in staff. * Committed to mentoring and coaching team. Multiple members of my team were selected to fill new roles to support the growth of the company.



THOMAS FINANCE & ACCOUNTING CONSULTING

• San Jose

• Financial Consultant

  • 2013 - 2017

  Partnered with the CEO and Vice President of R&D to model financial business direction for a medical device company. Managed financial and analytical responsibilities while ensuring data integrity. Key Achievements: * Spearheaded efforts to drive and influence operational decisions by reviewing financial position and offering solutions. * Proposed alternative shipping method to save over $2K. Partnered with the CEO and Vice President of R&D to model financial business direction for a medical device company. Managed financial and analytical responsibilities while ensuring data integrity. Key Achievements: * Spearheaded efforts to drive and influence operational decisions by reviewing financial position and offering solutions. * Proposed alternative shipping method to save over $2K.



Mansell and Company

• Los Altos, CA

• Finance and Operations Manager

  • 2008 - 2012

  Provided direction to various finance, accounting, and operations matters. Ensured accuracy and integrity of all financial data. Introduced technology enhancements to boost efficiency. Managed accounting functions for properties under management. Key Achievements: * Increased units under management by 300%, which entailed establishing new processes. * Spearheaded the implementation of QuickBooks accounting system to enhance reporting. Provided direction to various finance, accounting, and operations matters. Ensured accuracy and integrity of all financial data. Introduced technology enhancements to boost efficiency. Managed accounting functions for properties under management. Key Achievements: * Increased units under management by 300%, which entailed establishing new processes. * Spearheaded the implementation of QuickBooks accounting system to enhance reporting.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Planner

  • 2006 - 2008

  Facilitated workshops and offered financial planning services. Earned NASD Series 7 and 66 licenses. Key Achievements: * Maintained responsibility for analyzing customers' financial situations and presented wealth management strategies. Facilitated workshops and offered financial planning services. Earned NASD Series 7 and 66 licenses. Key Achievements: * Maintained responsibility for analyzing customers' financial situations and presented wealth management strategies.



SurgRx Inc.

• Palo Alto, CA

• Controller

  • 2004 - 2005

  Charged with accountability for controllership duties including accounting, financial reporting, and cash flow management. Partnered with R&D and Operations to develop infrastructure and business direction. Key Achievements: * Drove process to raise $12M in additional equity financing. * Successfully negotiated $2.5M A/R line and $$M in debt financing Charged with accountability for controllership duties including accounting, financial reporting, and cash flow management. Partnered with R&D and Operations to develop infrastructure and business direction. Key Achievements: * Drove process to raise $12M in additional equity financing. * Successfully negotiated $2.5M A/R line and $$M in debt financing



Boston Scientific

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Director, Plant Controller

  • 2001 - 2003

  On-site finance manager of a product group. Responsible for financial operations, budgets, and financial reporting. On-site finance manager of a product group. Responsible for financial operations, budgets, and financial reporting.



RadioTherapeutics

• Sunnyvale

• Controller

  • 1999 - 2001

  Hands-on manager responsible for: finance, accounting, budgeting, and financial reporting. RadioTherapeutics was acquired by Boston Scientific. Hands-on manager responsible for: finance, accounting, budgeting, and financial reporting. RadioTherapeutics was acquired by Boston Scientific.



Fusion Medical

• Medical Device
• 1 - 100 Employee

• Controller

  • 1997 - 1999

  Finance manager for this public medical device company. Areas of responsibility included: finance, financial reporting, budgets, financial audits and SEC and annual reports. Finance manager for this public medical device company. Areas of responsibility included: finance, financial reporting, budgets, financial audits and SEC and annual reports.