Bio
Experience
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Owner
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Mar 2010 - Present
Specializing in bookkeeping, financial management and people operations. Partnered with various start-up companies - most recently crypto based financial funds and technology providers. Clients include Andra Capital, HeartRithm, Tokensoft, Trip (Gogobot), Klout, TechShop, UJAM Fitness and Wrapped. Services include part-time bookkeeping, cash flow management, stakeholder reporting, and full suite payroll and HR management.
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Consulting Project Manager
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Aug 2012 - Mar 2016
Responsible for payroll, A/P, insurance, merchant services, bank reconciliations and treasury management. Prepared monthly close package including schedules and roll-forwards. Developed and supported management reports, tax, audit, financing, and valuation activities. Interfaced with IT to troubleshoot sales and financial related issues.
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Consultant for Visa, Inc.
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Aug 2006 - Oct 2007
Consulting Engagement for Visa Inc.
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Vice President
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Jan 1992 - Dec 2004
Twelve years of continued promotion working in systems and technology for Visa Inc. Product ManagementDeveloped SLAs for Visa's Corporate Services Portfolio including Finance/Treasury, Workstation Support, and Security. Provided indicative pricing, investment views, and detailed cost breakdown to support better business decisions by senior and executive management. Partnered with cross-functional service support teams and Regional Relations. Integrated ongoing operating costs within project enhancement Statements of Work. Responsible for service documentation, customer presentations, and demand forecasts.Project ManagementResponsible for global implementation and activation of the European Single Currency. Managed system changes necessary to comply with European Monetary Union legislation, coordinated Visa Operating Regulation changes, developed Member, vendor, and consumer education materials. Served as the primary contact for euro inquiries and promotional activities in countries outside of Europe.Business ProcessDeveloped management communication strategy for Y2K outages. Served as an executive lead within Visa’s Year 2000 Command Center.Part of the EU Regional management team responsible for implementation of Visa International’s Year 2000 Card Acceptance Program. Met with Member banks in Europe to assess readiness of bank owned terminal estates as well as point-of-sale capabilities at contracted merchant locations. Monitored plans for achieving compliance with Year 2000 Card Acceptance Objectives. Developed and administered a Member survey to map transaction processing pathways from merchant terminal to acquirer host. Managed development of the database used to track survey results. Managed staff responsible for the reconciliation of inter-bank settlement systems.
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Education
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University of Washington
Bachelor’s Degree, Management Information Systems -
San Francisco State University
MBA Coursework
Suggested Services
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