Experience

THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2019 - Present

  The American Society for the Prevention of Cruelty to Animals is a $270 million non-profit organization and is one of the largest animal welfare organizations in the world. Developed and built financial and operational infrastructure allowing a mature and growing organization to continue to succeed. Key advisor and strategic partner to CEO, executive team and Board of Directors. Managed processes and reporting for board committees (Finance and Audit). Managed various teams including: Controller, Financial Planning and Analysis (FP&A), Real Estate, Facilities, and Procurement. Recruited a new Controller and built a new FP&A team, hiring a new Vice President of FP&A to lead this group. This team was created to partner with operational departments to provide better analytical support and we were able to accomplish this without adding incremental headcount by restructuring the existing organization. Working with investment banker to negotiate a $20 million tax exempt debt financing for new construction. Successfully built relationships across the organization, improving communications and involvement by promoting and encouraging service orientation within the culture of my teams. Successfully led several large and concurrent real estate and construction projects. Negotiated terms with vendors resulting in cost savings that reducing costs by over $1 million in the first year. Show less



Golden Gate University

• United States
• Higher Education
• 300 - 400 Employee

• Chief Financial Officer

  • Jun 2016 - Jan 2019

  Golden Gate University – is a 110 year old University based in San Francisco offering undergraduate, graduate and law degree programs. For several years the University had experienced significant and increasing fiscal imbalances. Revamped financial models and reports focusing on relevant factors and issues, worked with senior management and board members to streamline processes and find efficiencies, significantly reducing shortfall and guide the organization to more sustainable long-term financial health. Restructured finance organization building a new Financial Planning and Analysis group to specifically focus on strategic support allowing senior management to optimize business decisions. Show less



Meals on Wheels San Francisco

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2014 - Jun 2016

  Oversaw and restructured administrative functions – including the accounting and finance, IT, fleet and building management and HR and benefits. The CFO position was newly created at MOWSF, and my main goal was to upgrade the infrastructure where it existed, and newly build the infrastructure where it did not. MOWSF has grown its service to double over the last seven years and is expected to double again in the same period going forward. Strategic Planning – led the finance related aspects for the search for new facilities, including the potential utilization of New Markets Tax Credits as a funding source. Accounting/Finance – Upgraded the accounting team hiring a new Controller, developed significantly improved financial reporting to the Board of Directors and senior management and developed financial models to more efficiently run the operations. Risk Management – Analyzed and improved the organization’s risk profile, resulting in safety/risk improvements to the organization as well as cost and coverage improvements for Property/Liability/Workers' Compensation/ and Management Liability. Human Resources – Restructured the employee benefits package to provide more alternatives, expanding coverage and at the same time containing costs. Reinstituted various best practices including annual performance evaluations, merit based pay increases and restructured pay scales within the organization. Oversaw successful payroll conversion from Paychex to ADP. Information technology – hired newly created position Director of IT, and mapped out a two-year roadmap where operational and administrative processes would be streamlined and automated, dramatically reducing duplicated entries and providing better metrics and information for analysis. Fleet and Building – hired a new manager and instituted more rigorous fleet maintenance and building maintenance regimens. Instituted various safety controls including vehicle GPS and Dashboard Cameras in MOWSF vehicles. Show less



East Meets West

• San Francisco Bay Area

• Chief Financial Officer

  • Aug 2011 - Jan 2013

  Responsible for financial operations for the organization, providing operational direction for the finance and accounting team in the U.S. and the country offices in Asia. Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans. Coordinate the development and monitoring of budgets and forecasts for the organization. Participate in corporate policy development as a member of the senior management team. Engage with the Board of Directors, the Finance Committee, and Audit Committee to communicate and manage finance, accounting, risk and audit related issues of the organization in-line with the requirements of the California Non-Profit Integrity Act. Represent the company to financial partners, including financial institutions, auditors, donors, etc. Remain up to date on accounting and non-profit best practices. Oversee the accounting department to ensure proper maintenance of accounting systems and functions. Review, develop and maintain appropriate internal controls and financial and accounting policies and procedures. Ensure timeliness, accuracy, and usefulness of financial and management reporting for the board of directors and senior management; oversee the preparation and communication of monthly and annual financial statements. Coordinate annual financial audit, Federal A-133 audit, and proper filing of federal 990 tax returns. Responsible for the legal and regulatory compliance in the U.S. as well as in foreign jurisdictions where EMW operates. Accountable for the overall assessment and management of the organization's risk profile, including management of EMW's insurance coverages. Show less



Visa

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

• Senior Vice President, Co-Chief Financial Officer

  • 2000 - 2008

  Reported to the CEO. Managed Visa’s Global Settlement, Treasury, Financial Planning and Analysis (FP&A), and Corporate Utility, which includes Real Estate, Facilities Management, Security, and Procurement. Key member of the Asset Liability Committee (ALCO) and Strategic Investment Committee, and managed the VI Board Meeting process. Total staff in three functional areas 115 people with budget of $85 Million in expenses and directly responsible for $100 Million in FX Trading revenues. Also served as Senior Vice President, Financial Planning and Analysis from 2000-2006. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Country Chief Financial Officer

  • 1990 - 2000

  From 1998-2000, served as Vice President/Country Chief Financial Officer in the Philippines. Worked with business managers to drive business and exceeded performance goals. Directed all areas of finance function in the country operation including the Controller function (U.S. GAAP reporting, local regulatory and tax reporting) for Citicorp and its subsidiaries in the Philippines, budgeting, forecasting, and management reporting. Led a team of 35 professional staff. Served as Vice President, Deputy Division Chief Financial Officer for Southeast Asia Region from 1996-1998; Vice President, Treasury Chief of Staff in Tokyo, Japan from 1994-1995; and Asst. Vice President, Management Reporting Head in Tokyo, Japan from 1990-1994. Show less



TMS

• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst

  • 1989 - 1990