Experience

Providence Medical Technology, Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Corporate Controller

  • Apr 2019 - Present

  Joined this small rapidly growing medical device company to provide operational finance, cost accounting, FP&A and systems support. Implemented NetSuite together with interfaces to MineralTree banking and SalesForce. Work with a solid team of credit and collections, payables, financial, payroll and all everything in between. Joined this small rapidly growing medical device company to provide operational finance, cost accounting, FP&A and systems support. Implemented NetSuite together with interfaces to MineralTree banking and SalesForce. Work with a solid team of credit and collections, payables, financial, payroll and all everything in between.



Topera (acquired by Abbott Labs)

• Menlo Park, California

• Corporate Controller

  • Apr 2014 - Present

  Hired into the small privately held Topera as the company transitioned from pure R&D to the U.S. commercial roll out of a disruptive medical diagnostic technology. Joined a team of seasoned professionals who had already implemented solid business systems and processes. My role is to continue the rocket trajectory while providing accounting and finance guidance during an acquisition. • Operational Accounting (GL, AR, AP, payroll), manufacturing accounting, dual-country consolidations, reporting, audits, taxes. Transacted the new Sunshine Act reporting and Med Device taxes. • Planning & forecasting during rapid expansion and merger.



Spinal Modulation

• United States
• Medical Devices
• 1 - 100 Employee

• Controller & Finance Director

  • Jul 2012 - Apr 2014

  Controller & Finance Director at this rapidly growing medical device start-up company operating in multiple countries with multiple entities. • Operational accounting (GL, AP, AR, payroll), cost accounting, consolidations, financial reporting, taxes and statutory audits both in US and Europe. • Forecast updates, annual plans, long range plans. Translate strategic initiatives into revenue, gross margins, departmental spend, operating income, balance sheet and cash flow. • QAD ERP - Finalized an incomplete implementation, reconfigured transactions and changed system mapping tables. Deployed a new domain for non-US distribution entity.



Boston Scientific

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

• Finance Manager

  • Mar 2010 - Jul 2012

  Convert the capital equipment service organization from an expense center to a profit center while expanding the business focus from US to global. • Develop pro-forma global P&L’s and pricing models • Implement revenue GAAP testing for rapidly growing franchise • Leading global inventory tracking system for service inventory • Activity analysis of service activities. Convert the capital equipment service organization from an expense center to a profit center while expanding the business focus from US to global. • Develop pro-forma global P&L’s and pricing models • Implement revenue GAAP testing for rapidly growing franchise • Leading global inventory tracking system for service inventory • Activity analysis of service activities.



Kyphon (acquired by Medtronic)

• Sunnyvale, California

• Operations Controller

  • Nov 2004 - Sep 2008

  Hired to solidify the cost accounting and identify, design and implement new business systems and processes. This evolution helped the medical device manufacturer transform from a mid-sized company into a large multinational. The role is a combination of cost accounting manager, consultant, system’s analyst, project manager & operation’s controller. • Revamp and simplify cost accounting systems and processes. • Standard Cost Setting + Month end close activities. • Linked GAAP based cost accounting with business processes • Acquisition by Medtronic – Business integration & SAP deployment. • Project Manager for global deployment of QAD (ERP) • M&A – Due diligence & integration of acquired St. Francis Medical • Synchronized financial planning with supply chain & Operations. • Lead major process improvement throughout Operations



Terayon

• Telecommunications
• 1 - 100 Employee

• Operations Controller

  • Mar 2002 - Nov 2004

  Stabilize the cost accounting processes and manufacturing systems during this telecommunication company’s consolidation phase. • Simplify cost accounting while improving the accuracy. • Standard setting and supply chain process work flow improvement. • ERP systems validation for cost accounting and manufacturing. • Warranty accounting, organizational analysis and financial review. • Elevated Cost Accounting monthly close to mirror audit requirements. • Developed JIT distribution models for Terayon’s customers. • Architect of a Sales Reporting System.



Handspring, Inc

• Manufacturing Finance Manager

  • Jun 2000 - Feb 2002

  This high level cost analyst position within manufacturing, provided guidance and understanding to an increasingly more complex business model. Performed a company wide activity analysis (ABC) that was used to optimize the number of SKU's offered. • Financial planning and analysis. • Company wide activity analysis (ABC) for SKU support. • Vendor termination settlement. • Negotiate damage recovery for defective raw material. • Competitive product tear-down and product costing. This high level cost analyst position within manufacturing, provided guidance and understanding to an increasingly more complex business model. Performed a company wide activity analysis (ABC) that was used to optimize the number of SKU's offered. • Financial planning and analysis. • Company wide activity analysis (ABC) for SKU support. • Vendor termination settlement. • Negotiate damage recovery for defective raw material. • Competitive product tear-down and product costing.



Netro Corporation

• Telecommunications

• Financial Operations Manager

  • Jun 1996 - Aug 1999

  Configured the Cost Accounting systems, Sales Order System and AR system to support first customer shipments. Played a critical role with this start up company's growth from pure R&D to full cycle design, manufacturing and sales. • Implemented Netro’s ERP system & established procedures. • Cost Accounting & Operational Accounting • Financial planning and analysis. • Taxes, banking and annual audits. • Demand & supply forecasting. • Customer administration & revenue recognition. • Export administration & letters of credit



Bay Networks (Formerly SynOptics Communication)

• Cost Accounting Manager

  • Jan 1990 - Aug 1996

  Served during revenue growth from $77M to $400M. Developed revenue and backlog reporting tools to manage product mix and gross margins. • Implemented Cost Accounting for ASK business system. • Gross margin management. • Activity Based Costing (ABC) for manufacturing. • Revenue accounting for channel distribution. • Inventory oversight and standards maintenance. • Implemented a client server reporting system to provide daily P&L's. • Financial Planning & analysis Served during revenue growth from $77M to $400M. Developed revenue and backlog reporting tools to manage product mix and gross margins. • Implemented Cost Accounting for ASK business system. • Gross margin management. • Activity Based Costing (ABC) for manufacturing. • Revenue accounting for channel distribution. • Inventory oversight and standards maintenance. • Implemented a client server reporting system to provide daily P&L's. • Financial Planning & analysis