Experience

Freight & Salvage

• United States
• Performing Arts
• 1 - 100 Employee

• Interim Managing Director

  • 2021 - Present

  Berkeley, California, United States



Cal Performances

• United States
• Performing Arts
• 1 - 100 Employee

• Chief Financial Officer

  • 2002 - 2021

  Berkeley, California, United States Managed all financial and administrative functions for this $19mm performing arts organization domiciled on the UC Berkeley campus. Specific duties included financial planning & analysis, financial operations and management reporting. Developed financial models and advised regarding funding alternatives for major capital projects and endowment draw. Approved all department financial transactions. Managed human resource and payroll functions. Liaison to the Finance Committee of the Board of… Show more Managed all financial and administrative functions for this $19mm performing arts organization domiciled on the UC Berkeley campus. Specific duties included financial planning & analysis, financial operations and management reporting. Developed financial models and advised regarding funding alternatives for major capital projects and endowment draw. Approved all department financial transactions. Managed human resource and payroll functions. Liaison to the Finance Committee of the Board of Trustees. Show less



NativeMinds

• United States
• Software Development
• 1 - 100 Employee

• Project/Product Manager

  • 2000 - 2001

  San Francisco, California, United States Managed product feature launch and client implementation projects for this venture-backed enterprise customer relationship management software firm. Product deployed virtual agents using natural language dialog to humanize on-line interactions.



A3 Solutions

• United States
• Software Development
• 1 - 100 Employee

• Implementation Project Manager

  • 1998 - 2000

  San Francisco, California, United States Implemented Hyperion Essbase financial planning & budgeting applications for large corporate clients. Led client design meetings, identified project success criteria and functional requirements, developed project plan and resource requirements, managed project team of technical consultants, business partners, and client staff, communicated status and resolved key issues with client and A³ management. Representative clients included Deloitte & Touche, Cox Communications, Abbott Laboratories… Show more Implemented Hyperion Essbase financial planning & budgeting applications for large corporate clients. Led client design meetings, identified project success criteria and functional requirements, developed project plan and resource requirements, managed project team of technical consultants, business partners, and client staff, communicated status and resolved key issues with client and A³ management. Representative clients included Deloitte & Touche, Cox Communications, Abbott Laboratories, and BellSouth International. Show less



Payroll Resource Group

• United States
• Human Resources Services
• 1 - 100 Employee

• Operations Manager

  • 1997 - 1998

  San Francisco, California, United States Key member of start-up firm providing outsourced full-service payroll and human resource administrative services for early stage, venture-backed technology firms. Breadth of services included payroll processing, tax deposits and filings, employee benefit design and administration, 401(k) and cafeteria plan administration, employment law, and technical staff recruiting. Developed internal control processes and trained staff. Managed client relationships and cross marketed services.



APL

• Retail Apparel and Fashion
• 1 - 100 Employee

• Manager, Financial Planning & Analysis/Corporate Treasury

  • 1989 - 1997

  Oakland, California, United States Prepared strategic, annual operating budget and capital plans for this publicly traded international container shipping firm. Developed financial models for business strategy analysis and valuation. Analyzed capital equipment financing alternatives and investment project economics. Assisted corporate treasury department with equity repurchase program and revolver bank covenant compliance.



KPMG

• Brazil
• Construction

• Senior Consultant

  • 1985 - 1989

  San Francisco, California, United States Provided management consulting services for financial services industry clients, including Bank of America, Wells Fargo Bank, Visa International and U.S. Bank. Project engagements included systems design and development, cost allocation methodology, controls review and industry benchmark studies.



Chevron

• United States
• Oil and Gas
• 700 & Above Employee

• Data Communications Systems Analyst

  • 1981 - 1983

  San Francisco, California, United States Designed data communications networks for this multinational energy corporation. Assessed current network traffic and recommended network configuration changes to balance workload and response times.