Experience

ASEA, LLC

• United States
• Health, Wellness & Fitness
• 200 - 300 Employee

• Chief Financial Officer

  • Jul 2019 - Present

• Senior Vice President, Global Finance

  • Jan 2015 - Jun 2019

• Director of Finance

  • May 2011 - Jan 2015

  Direct the accounting, finance, budget, tax, payroll, and human resources departments. Develop policies and procedures to ensure fiscal compliance and to safeguard company assets. Develop a budgeting plan to direct the resources of the company in a manner consistent with the company vision and strategy.



XanGo

• Wellness and Fitness Services
• 1 - 100 Employee

• International Accounting Manager

  • Aug 2007 - Jul 2011

  Direct financial management of markets in Southeast Asia and Russia including development of monthly/annual financial statements, financial and management analysis including pricing, and annual audits. Oversee general accounting functions, including AR/AP, account reconciliation, and sales and cash collections. Interact with the General Managers and CFO concerning financial forecasts and reports. Spearheaded the opening of three new foreign markets including Malaysia, Taiwan and Russia. Each of which grew to $15 million markets within the first six months. Played an instrumental role in the creation of a spin-off company designed to recruit new independent distributors and retain current distributors. Developed a process to monitor and control credit card fraud that enabled the company to more proactively dispute credit card charge-backs. Select Portfolio Servicing Show less



Select Portfolio Servicing

• United States
• Banking
• 200 - 300 Employee

• Director of Financial Planning and Analysis

  • Aug 2006 - Aug 2007

  Financial Planning and ReportingWorked directly with executives and department heads to develop the annual company budget. Prepared monthly financial reports, and performed variance analysis in accordance with business plan. Oversaw the monthly portfolio valuations of the servicing rights of mortgage backed securities. Built and led a team of financial analysts that was integral in the budgeting and monthly closing processes.Developed the annual departmental budget including over 13 departments and $100 million.Developed the 5 year revenue forecast including portfolio growth with factors for new acquisitions as well as internal growth.Created a Variance reporting package to be used in the monthly accounting close to ensure that records were accurate and timely. Select Portfolio Servicing Show less

• Manager Financial Planning Analysis

  • Jan 2005 - Aug 2006

  Financial Planning and ReportingCompleted monthly portfolio valuations of the servicing rights of mortgage backed securities. Used the monthly valuations to track portfolio impairment entries. Supported the accounting department in the monthly close process by reviewing all accounting records to expected revenue streams. Refined the revenue forecasting process to incorporate the peripheral income streams related to the servicing of mortgages.Created a monthly reporting package that was used to inform minority investors about the performance of the company.Maintained the OLAP database that was used by all the finance personnel as the main reporting source. Show less



Questar Corporation

• United States
• Civic and Social Organizations

• Senior Accounting Specialist

  • Jan 2000 - Jan 2005

  Closed and prepared monthly financial statements and audit reports. Performed monthly account reconciliations and monitored general ledger transactions. Worked in collaboration with the accounting manger to ensure accuracy and integrity of financial information in support of overall business objectives. Developed and maintained the process used to allocate cost of the shared services division of the company. Developed processes that were integral in reducing the monthly closing process from seven business days to 5 business days. Automated the consolidation reports to allow for faster and more accurate consolidated reporting. Implemented and trained the accounting department on a new web-based ERP system. Show less



Questar

• Italy
• IT Services and IT Consulting
• 1 - 100 Employee

• Accounting Supervisor

  • 2000 - 2005

  Responsible for month end close tasks, account reconciliation, monthly financial report prepartation, and consolidation reporting. Used PeopleSoft general ledger and reporting tools. Responsible for month end close tasks, account reconciliation, monthly financial report prepartation, and consolidation reporting. Used PeopleSoft general ledger and reporting tools.