Experience

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  Leaders in Finance Project Management in the Washington DC Metro Area

  • Washington D.C. Metro Area

  • Founder | COO CFO Project Management

    • 2014 - Present
    • Washington D.C. Metro Area

    Attending Networking Events Researching Industry LeadersTracking Industry TrendsParticipating in Industry Discussions

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  Phillips Delivery, Inc

  • Union City, California

  • Chief Operating Office | Chief Financial Officer

    • May 2005 - Present
    • Union City, California

    Chief Financial Officer • Manage financial systems and procedures for monitoring expenditures to assure that fiscal activities comply with federal, state, and local agency requirements, and keep the organization on budget. Represent the company to financial partners, including financial institutions, investors, auditors, public officials, etc. • Develop tools and systems to provide critical financial and operational information to the CEO and make actionable recommendations on both strategy and operations. Assist in establishing yearly objectives and meeting agendas, and selecting and engaging outside consultants (auditors, investment advisors). • Maintain custody of funds, insurance policies, contracts, and other similar documents and instruments relating to business operations. • Set directions, policies and established effective goals / objectives for staffs. Perform manpower planning / hiring, technical training, performance appraisals, and corrective counseling. Experience in developing, implementing and driving corrective programs. Be proactive for all out comes, carefully analyze problems in details before taking corrective actions. • Keep the company in compliance with federal / state laws and regulations of Labor Law, OSHA, Employees Safety, Workers’ Compensation, Payroll, Employee Benefits, Cafeteria Plans, PTO, ESOP & 401K.• Develop and implement all required procedures for Human Resources Department such as HR Employee handbook, Safety Programs, HIIP handbooks, Injury Report Procedures, Benefits (include Health Insurance, ESOP and 401K) plans,Training programs, Payroll Processing, Company meetings. Resulting in company savings 75% of the HR outsource costs plus avoid Workers Compensation lawsuits and gain 100% Human Resources control.

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  eBui & Associates

  • San Jose, CA

  • Chief Financial Officer | COO | Chief Executive Officer | CEO

    • Oct 2003 - Dec 2008
    • San Jose, CA

    eBui & Associates provides services to small and medium-sized businesses with outsourced CFOs and outsourced Controllers on a temporary basis and full services in accounting, bookkeeping, payroll, tax & business development. Case studies include:Case Study 1: Phillips Delivery, Inc – Tracy, CAInterim CFO• Re-structure organization, improve internal controls• Develop strategic financial planning, oversee entire accounting department• Recommend ideal accounting system to enhance profitability• Update accounting policies and procedures• Make forecasts and projections, prepare for auditsCase Study 2: HELIOS Health Care, LLC – Stockton, CAOutsourced Controller• Analyze requirements and develop procedures to effectively work with government Medicare systems for billing and receiving payments• Identify problems and ineffective accounting processes and recommend solutions based on experience and industry best practices• Improve the billing database, collections and ultimately, the cash-flow to grow the health care business.• Automate processing, to improve existing computer systems, or to implement new systems• Recommend and implement internal control procedures; conduct cost / benefit analyses for capital decisionsCase Study 3: Costa Farm Corporation – Tracy, CAInterim Controller• Manage accounting department, streamline accounting processes• Set up & customize Quickbooks to farm business model• Improve asset management, simplify budget preparation and monitoring• Help manage cash flow and projections, prepare financial statements and analysis• Oversee treasury, billing and receivables, payroll, human resources, and purchasing • Handle all insurances, contracts, agreements with vendors

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  Mattson Technology

  • Fremont, California

  • Financial Manager | Acting Controller (Spares)

    • Jan 2000 - Oct 2003
    • Fremont, California

    Mattson Technology designs, manufactures, and markets semiconductor wafer processing equipment used in the fabrication of integrated circuits (ICs or chips)Financial Manager | Acting Controller (Spares)• Review month-end closing activities including general ledger maintenance, balance sheet reconciliations and corporate / overhead cost allocation. Serve as final point of escalation for Accounts Receivable / Accounts Payable issues.• Develop financial forecasts and implement audit programs covering any facet of Financial and operational aspects of business, including tactical and strategic audits. Oversee long-term budgetary planning and costs management in alignment with company strategic plan. Prepare various analyses and reports required by corporate development efforts• Create, review and analyze various quantitative business data reports including revenue performance, cost data reports and field services reports. Alert senior management with financial issues, business proposals, and practices affecting the organization• Provide appropriate management information including the ongoing identification and tracking of key financial and operational metrics• Work with IT department, billing, payroll, AP staff and HRIS software vendors to ensure that financial information is efficiently, and accurately captured by our financial reporting system and is available to decision makers in a timely manner

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  Lam Research

  • Fremont, California

  • System Analyst Project Manager (Intel Business) |/ Global Customer Support Manager (Spares)

    • May 1992 - Jan 2000
    • Fremont, California

    Lam Research Corporation is a major supplier of wafer fabrication equipment and services to the worldwide semiconductor industry, where LRC has been advancing semiconductor manufacturing for more than 30 years.Global Customer Support Manager (Spares)System | Business Analyst Manager (Intel Business Unit)• Work directly with executives, customers and key stakeholders to identify technology needs in the form of new applications, new services, new functionality and application support.• Operate across multiple projects simultaneously and perform a variety of tasks from addressing production issues to designing new applications. Analyze and solve IT solution related problems, and assure the technical solutions meet the needs of the organization.• Implement system studies to assist organizations to realize maximum benefit from IT investments - people, processes, and technology. Plan and design new IT solutions to apply existing systems resources to additional operations.• Responsible for the design, modification and implementation of relational databases for multiple purposes / goals. Develop, generate and consolidate reports from many different sources. Create data mappings from source to target tables. Review and translate business processes into logical data structures design. Work with internal users to analyze functional design specifications. Review, audit and document data.

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  Analytic Design, Inc

  • Santa Clara, CA

  • Manufacturing Operations Manager

    • May 1987 - May 1992
    • Santa Clara, CA

    • Lead and manage the Assembly & Production Department’s activities to meet current and future demand for both stock and customized technology products.• Oversee model shop production of prototypes and “first” production units. Coordinate manufacturing improvements with the engineering department and production staff• Identify and research production bottlenecks and implement solutions. Communicate and work with a variety of departments to ensure all policies and procedures are followed and issues resolved• Promote safety and make sure all safety policies are followed. Set and monitor department operational budget.