Experience

R2 Technologies, Inc.

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

• Vice President Finance and Administration

  • Jun 2022 - Present

• Corporate Controller

  • Jun 2020 - Present

  Walnut Creek, California, United States



CSAA Insurance Group

• Accounting

• Finance Operations Manager

  • Sep 2014 - Jun 2020

  Walnut Creek Analyze current and past trends in key performance indicators including expenses and capital expenditures Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Assisted in the continued development of Budgeting, Financial Forecasting and Operating Plan Ad-Hoc Reporting and Analysis Quarterly and Monthly Financial reports Analyze financial information and reports to provide accurate and timely financial recommendations to… Show more Analyze current and past trends in key performance indicators including expenses and capital expenditures Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Assisted in the continued development of Budgeting, Financial Forecasting and Operating Plan Ad-Hoc Reporting and Analysis Quarterly and Monthly Financial reports Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes Supporting Senior Management Team and Departments heads with in-depth analysis

• General Ledger Senior Manager

  • Mar 2014 - Aug 2014

  Walnut Creek, Ca Developed new processes allowing the close process to decrease by 1 day Managed quarterly and monthly close processes Lead team through creation of set up of new subsidiaries, including creating ad hoc reporting to C level management Presented to C level management

• Reinsurance Accounting Manager

  • Mar 2013 - Mar 2014

  Walnut Creek, CA Built new sub-department within GL from the ground up, including hiring of staff and development of team Prepared quarterly and annual financial statement information Forged the way in developing positive relationships with various departments not typically involved in accounting activities Identified areas of improvement in the control environment in the reinsurance area and implemented new control procedures Present to Senior Vice Presidents, internal and external… Show more Built new sub-department within GL from the ground up, including hiring of staff and development of team Prepared quarterly and annual financial statement information Forged the way in developing positive relationships with various departments not typically involved in accounting activities Identified areas of improvement in the control environment in the reinsurance area and implemented new control procedures Present to Senior Vice Presidents, internal and external Executives Streamlined processes to reduce time to produce monthly accounts by 1 day Expert at analyzing and interpreting data Managed and coached a team through the set-up of new processes and procedures Focus on development and coaching of staff

• Technical Accountanting Manager

  • Aug 2010 - Mar 2013

  Walnut Creek Developed standardized processes and organized teams to implement new accounting policie Reviewed and implemented new policy standards in a continually changing accounting and regulatory environment including US GAAP, SSAP and AICPA standards Performed research, consulted and drafted technical memorandums on proposed and/or completed transactions and issues Assisted in preparation of, and performed in-depth reviews of, quarterly and annual financial statements Consulted… Show more Developed standardized processes and organized teams to implement new accounting policie Reviewed and implemented new policy standards in a continually changing accounting and regulatory environment including US GAAP, SSAP and AICPA standards Performed research, consulted and drafted technical memorandums on proposed and/or completed transactions and issues Assisted in preparation of, and performed in-depth reviews of, quarterly and annual financial statements Consulted on complex transactions, including acquisitions and reinsurance, to identify and interpret accounting issues and communicate pertinent information to appropriate parties Provided presentations to Executive management Reviewed contracts and conducted due diligence for proposed transactions.


Perry-Smith LLP
• Accounting
• 1 - 100 Employee
• Vice President

  • May 2009 - Aug 2010

Deloitte & Touche
• 1 - 100 Employee
• Manager

  • 2002 - 2009