Experience

Senneca Holdings

• United States
• Wholesale Building Materials
• 100 - 200 Employee

• Controller, Mission Critical Environments Division

  • 2023 - Present

  Salt Lake City Metropolitan Area Senneca Holdings manufactures a broad portfolio of specialty doors for commercial and industrial applications as well as enclosures for mission critical environments, supporting a diverse set of customers across multiple end markets. The Mission Critical Environments Division designs and manufactures data center containment and cleanroom system solutions for vital infrastructure applications.



L.A. Turbine (LAT), A Chart Industries Company

• United States
• Oil and Gas
• 1 - 100 Employee

• Chief Financial Officer

  • 2017 - 2023

  Los Angeles Metropolitan Area (worked remotely from Utah 2021-2023) Financially guided the company through all phases of the business cycle. Maintained oversight of all financial aspects of the company. Partnered with CEO, President, and operations to build company value through a combination of strategy development and execution, FPA, and external relationship management, which resulted in the company's highly valued sale and owner exit. Integrated LAT with Chart Industries as an Officer, supporting purchase accounting, financial reporting, SOX… Show more Financially guided the company through all phases of the business cycle. Maintained oversight of all financial aspects of the company. Partnered with CEO, President, and operations to build company value through a combination of strategy development and execution, FPA, and external relationship management, which resulted in the company's highly valued sale and owner exit. Integrated LAT with Chart Industries as an Officer, supporting purchase accounting, financial reporting, SOX, corporate compliance, tax, treasury, SEC reporting, ERP implementation, variance analysis, reconciliation, business commentary (forward and backward looking), budgeting, forecasting, and insurance/risk management.

• Controller

  • 2009 - 2017



Gruber Systems

• United States
• Industrial Automation
• 1 - 100 Employee

• Controller

  • 2005 - 2009

  Los Angeles Metropolitan Area Acted as CFO, reporting directly to CEO. Supervised all aspects of Finance and Accounting. Managed all finance/risk-related external relationships. Led financial discussions with Board of Directors. Guided the company (which supported new home construction) through a period of growth and through the U.S. housing market collapse of the Great Recession. Established critical consensus among stakeholders (senior management, lenders, and vendors) to right-size the organization to meet new… Show more Acted as CFO, reporting directly to CEO. Supervised all aspects of Finance and Accounting. Managed all finance/risk-related external relationships. Led financial discussions with Board of Directors. Guided the company (which supported new home construction) through a period of growth and through the U.S. housing market collapse of the Great Recession. Established critical consensus among stakeholders (senior management, lenders, and vendors) to right-size the organization to meet new business objectives and achieve debt restructuring. Keys to success included clear communication of emerging trends, metric realignment, and delivering credible forecasts, relevant insight, and analyses. Opened Accounting operations in Kunshan, China. Show less



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Director of Financial Planning & Analysis

  • 2003 - 2005

  Los Angeles Metropolitan Area Helped drive revenue growth (doubled in two years) by creating advanced visibility of financial opportunities and threats. For example, stabilized the recurring forecast process by financially mentoring business leaders and providing function-specific tools according to the needs of each operation.



SunGard Financial Systems - now part of FIS

• United States
• IT Services and IT Consulting
• 400 - 500 Employee

• Controller

  • 2002 - 2003

  Los Angeles Metropolitan Area Helped drive profitability by decreasing accounting costs during a period of business growth when the number of transactions processed increased. For example, merged global accounting operations from regional systems (North & South America, EMEA, and Asia/Pacific) onto a single, unified platform.

• Assistant Controller

  • 1999 - 2002

  Los Angeles Metropolitan Area Enabled data analytics for better business decisions. For example, enhanced financial reporting by implementing over 2,400 GL analysis codes, designed through developing an understanding of business drivers by interfacing with key members of senior management.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Accountant

  • 1996 - 1999

  Los Angeles Metropolitan Area Outperformed expected realization rates on key Office of the Chairman clients. Industry experience includes: Managed healthcare, Banking/Financial Services, Manufacturing, and a variety of clients in the Japanese Practice Unit.