Experience

Gallo Center for the Arts

• Performing Arts
• 1 - 100 Employee

• Chair of the Board of Directors

  • Jul 2023 - Present

  The Gallo Center for the Arts is a non-profit organization with the mission to enrich the quality of life in the San Joaquin Valley by providing an inspirational civic gathering place where regional, national and international cultural activities illuminate, educate and entertain. The Gallo Center for the Arts celebrates the diversity of their community by offering an array of affordable cultural opportunities designed to appeal, and be accessible, to all. The Gallo Center for the Arts is a non-profit organization with the mission to enrich the quality of life in the San Joaquin Valley by providing an inspirational civic gathering place where regional, national and international cultural activities illuminate, educate and entertain. The Gallo Center for the Arts celebrates the diversity of their community by offering an array of affordable cultural opportunities designed to appeal, and be accessible, to all.



E. & J. Gallo Winery

• United States
• Beverage Manufacturing
• 700 & Above Employee

• Vice President Internal Audit & Enterprise Risk

  • Jan 2020 - Present

  Summary: Responsible for the leadership and guidance of all activities of the Internal Audit and Enterprise Risk Management Services department and staff, including the most effective utilization of resources. Support company operations by developing and implementing a systematic and disciplined approach to the internal audit, risk and crisis management, control and governance processes. • Set the vision and strategy for E & J Gallo's Internal Audit and Risk Management functions… Show more Summary: Responsible for the leadership and guidance of all activities of the Internal Audit and Enterprise Risk Management Services department and staff, including the most effective utilization of resources. Support company operations by developing and implementing a systematic and disciplined approach to the internal audit, risk and crisis management, control and governance processes. • Set the vision and strategy for E & J Gallo's Internal Audit and Risk Management functions, including supporting compliance, enterprise risk and crisis management. • In conjunction with a continuous risk assessment process, develop and implement a dynamic audit plan that assesses the design and operating effectiveness of the company's processes, systems, and controls. • Lead all efforts related to evaluating, mitigating and monitoring Gallo's operational, financial and enterprise strategic risk. • Facilitate independent enterprise risk oversight, including performing the annual enterprise risk assessment and monitoring/evaluating how well risks are being managed within the company. • Act as a consulting resource in financial, information technology and operational issues to business units and organizations throughout the enterprise.

• Senior Director Internal Audit

  • Sep 2014 - Dec 2019

  Responsible for the leadership and guidance of all global activities of the internal audit department and staff. •Finalize and oversee execution of global annual internal audit plan based on enterprise risk assessment and emerging business initiatives. •Participate in or direct projects involving winery departments and domestic and international affiliated operating businesses to identify opportunities to improve existing control environment or business processes. •Serve as a… Show more Responsible for the leadership and guidance of all global activities of the internal audit department and staff. •Finalize and oversee execution of global annual internal audit plan based on enterprise risk assessment and emerging business initiatives. •Participate in or direct projects involving winery departments and domestic and international affiliated operating businesses to identify opportunities to improve existing control environment or business processes. •Serve as a consulting resource in financial, information technology, risk management, corporate compliance and operational matters throughout the enterprise. •Facilitate appropriate balance between security, operational and control recommendations and cost effective business needs. •Provide quality assurance review for all outgoing internal audit work product. •Work with external auditors on overall external audit plan and use of internal audit resource to maximize effectiveness and efficiency. •Drive the company SOX implementation roadmap. •Maintain awareness and knowledge of company policies and procedures, industry and professional technical guidance and emerging issues and apply them as needed. •Lead department and interdepartmental planning and management teams and work cross-functionally to improve processes within the organization.

• Sr. Manager Finance & Operations, Shopper Marketing

  • Jul 2011 - Aug 2014

  Responsible for multi-million advertising and promotion budget and analysis to support the shopper marketing organization in making decisions that will help develop and deploy key shopper insights and strategic shopper selling platforms/programs. • Drive key cross-functional projects with finance, brand marketing, sales, supplier development, creative services, compliance, information services and shopper marketing to improve process and effectiveness of spend. • Manage the shopper… Show more Responsible for multi-million advertising and promotion budget and analysis to support the shopper marketing organization in making decisions that will help develop and deploy key shopper insights and strategic shopper selling platforms/programs. • Drive key cross-functional projects with finance, brand marketing, sales, supplier development, creative services, compliance, information services and shopper marketing to improve process and effectiveness of spend. • Manage the shopper marketing finance team to ensure timely financial reporting and analysis to internal customer groups. • Manage the point-of-sale deployment team to ensure timely and effective deployment of point-of-sale nationally. • Maintain shopper marketing system roadmap; outline options, recommendation, set priorities and ensure timely and accurate execution. • Develop and approve recommendations to policies and procedures; ensure timely and accurate implementation. • Identify and obtain staff capabilities needed to accomplish shopper marketing objectives. • Supervise, develop, coach, and mentor staff and participate in recruiting activities.

• Internal Audit Manager

  • Mar 2010 - Jun 2011

  • Lead or participate in cross-functional projects, including affiliated operating businesses, to identify opportunities to improve existing processes. • Interact with key customers on audits, process improvement projects and internal and business control projects at all levels of management, including providing progress updates, delivering results and gaining commitment to recommendations. • Key contact for external auditors to ensure appropriate procedures are performed by Audit… Show more • Lead or participate in cross-functional projects, including affiliated operating businesses, to identify opportunities to improve existing processes. • Interact with key customers on audits, process improvement projects and internal and business control projects at all levels of management, including providing progress updates, delivering results and gaining commitment to recommendations. • Key contact for external auditors to ensure appropriate procedures are performed by Audit Services to keep external fees down. • Drive the company’s SOX readiness efforts by identifying areas of focus, planning and carrying out projects to achieve necessary requirements in a timely manner. • Maintain awareness and knowledge of company policies and procedures, industry and professional technical guidance and emerging issues and apply them as needed. • Direct team members in research projects, formulating audit plans, testing procedures, and supporting schedules. • Manage project team members and supervise multiple engagements. • Participate as a member of the Audit Services management team in the oversight of department policy, goals and procedures. • Supervise, develop, coach, and mentor staff and participate in recruiting activities.

• Corporate Accounting Manager

  • Jul 2007 - Feb 2010

  • Oversaw all aspects of the day-to-day accounting, month-end and year end close and annual financial audit for global privately-owned enterprise. • Responded to queries related to financial statements and accounting policies and procedures. • Assisted in the development and enforcement of global corporate accounting policies, financial integrities and GAAP (Generally Accepted Accounting Principles) reporting requirements. • Developed or approve recommendations to change systems… Show more • Oversaw all aspects of the day-to-day accounting, month-end and year end close and annual financial audit for global privately-owned enterprise. • Responded to queries related to financial statements and accounting policies and procedures. • Assisted in the development and enforcement of global corporate accounting policies, financial integrities and GAAP (Generally Accepted Accounting Principles) reporting requirements. • Developed or approve recommendations to change systems, policies, and procedures and ensure timely and accurate implementation. • Participated in department and interdepartmental planning and worked cross-functionally to improve processes within the organization. • Identified and obtain staff capabilities needed to accomplish objectives. • Researched and analyzed various complex technical accounting matters as they arose. Worked on special projects, reports or analyses as required by management related to accounting and reporting matters. • Participated in monthly Balance Sheet and Income Statement budget-to-actual review with business team financial analysts and performed quarterly review of balance sheet reconciliations. • Supervise, develop, coach, and mentor staff accountants.



Morrison Homes

• Salida, CA

• Division Controller

  • Nov 2006 - Jun 2007

  • Maintained accounting records to ensure compliance with corporate accounting policies. • Oversaw the accounting, month-end close, and preparation of monthly financial statements for reporting to the corporate office, ensuring proper classification and cost center coding. • Primary contact for external and internal auditors. • Supervise, develop, coach, and mentor staff accountants. • Maintained accounting records to ensure compliance with corporate accounting policies. • Oversaw the accounting, month-end close, and preparation of monthly financial statements for reporting to the corporate office, ensuring proper classification and cost center coding. • Primary contact for external and internal auditors. • Supervise, develop, coach, and mentor staff accountants.



PwC

• Professional Services
• 700 & Above Employee

• Audit Manager

  • Sep 2000 - Oct 2006

  • Extensive audit experience in the retail, manufacturing, and distribution industries. Clients included both privately held and publicly traded companies. • Planned and executed audit engagements and quarterly reviews by identifying key risk areas using analytical procedures and knowledge of client and client’s industry. • Supervised, trained, counselled and evaluated professional staff, ranging from two to six staff per team, to ensure audits were performed timely and effectively. •… Show more • Extensive audit experience in the retail, manufacturing, and distribution industries. Clients included both privately held and publicly traded companies. • Planned and executed audit engagements and quarterly reviews by identifying key risk areas using analytical procedures and knowledge of client and client’s industry. • Supervised, trained, counselled and evaluated professional staff, ranging from two to six staff per team, to ensure audits were performed timely and effectively. • Maintained contact with client management to identify and resolve audit issues timely. • Researched, evaluated, and documented the effects of emerging technical guidance and standards (SEC, FASB, EITF, SOP, GAAP) on client financial statements. • Reviewed and aided in the preparation of SEC Filings, including Form 10-K, 10-Q and 8-K. • Evaluated client internal controls over financial reporting, assessed design and operating effectiveness of controls and identified weaknesses for publicly traded clients under the requirements of the Sarbanes-Oxley Act of 2002. • Reviewed client financial statements, including balance sheet, income statement, statement of equity, cash flow and related footnote disclosures to ensure no material inconsistencies or omitted disclosures based on audit findings. • Other duties: prepared and maintained audit budgets; communicated progress updates and significant issues to engagement leader and client; prioritized tasks based on competing deadlines; participated in recruiting prospective employees; staff mentoring. Show less • Extensive audit experience in the retail, manufacturing, and distribution industries. Clients included both privately held and publicly traded companies. • Planned and executed audit engagements and quarterly reviews by identifying key risk areas using analytical procedures and knowledge of client and client’s industry. • Supervised, trained, counselled and evaluated professional staff, ranging from two to six staff per team, to ensure audits were performed timely and effectively. •… Show more • Extensive audit experience in the retail, manufacturing, and distribution industries. Clients included both privately held and publicly traded companies. • Planned and executed audit engagements and quarterly reviews by identifying key risk areas using analytical procedures and knowledge of client and client’s industry. • Supervised, trained, counselled and evaluated professional staff, ranging from two to six staff per team, to ensure audits were performed timely and effectively. • Maintained contact with client management to identify and resolve audit issues timely. • Researched, evaluated, and documented the effects of emerging technical guidance and standards (SEC, FASB, EITF, SOP, GAAP) on client financial statements. • Reviewed and aided in the preparation of SEC Filings, including Form 10-K, 10-Q and 8-K. • Evaluated client internal controls over financial reporting, assessed design and operating effectiveness of controls and identified weaknesses for publicly traded clients under the requirements of the Sarbanes-Oxley Act of 2002. • Reviewed client financial statements, including balance sheet, income statement, statement of equity, cash flow and related footnote disclosures to ensure no material inconsistencies or omitted disclosures based on audit findings. • Other duties: prepared and maintained audit budgets; communicated progress updates and significant issues to engagement leader and client; prioritized tasks based on competing deadlines; participated in recruiting prospective employees; staff mentoring. Show less