Interim Controller

• Oct 2019 - Feb 2021

Consultant

• Apr 2018 - May 2019

Engaged to complete the accounting integration of an acquired medical supply company into the new parent company. This required bringing the acquired company onto accrual basis accounting and to close the 2017 books for audit purposes. Also developed a variety of sales and operational reports for the acquired entity and assisted with the conversion of the acquired entity onto the parent company accounting system. All work completed on time and within budget. Engaged to complete the accounting integration of an acquired medical supply company into the new parent company. This required bringing the acquired company onto accrual basis accounting and to close the 2017 books for audit purposes. Also developed a variety of sales and operational reports for the acquired entity and assisted with the conversion of the acquired entity onto the parent company accounting system. All work completed on time and within budget.

Managing Partner

• Jan 2014 - Mar 2017

• Assumed the Managing Partner role, leading the San Francisco office of SEG following the acquisition of M Squared Consulting and the retirement of the former M Squared CEO. • Led the successful integration of M Squared into SEG - minimizing turnover, retaining key clients and delivering profitable results in each of the three years following the sale. • The integration included transitioning the business from primarily high-end staffing to a balance of staffing and deliverables based… Show more • Assumed the Managing Partner role, leading the San Francisco office of SEG following the acquisition of M Squared Consulting and the retirement of the former M Squared CEO. • Led the successful integration of M Squared into SEG - minimizing turnover, retaining key clients and delivering profitable results in each of the three years following the sale. • The integration included transitioning the business from primarily high-end staffing to a balance of staffing and deliverables based consulting. Introducing this new model included successfully building a bench of Principals, Directors and Subject Matter Experts. • As the office leader, provided calm and positive influence to team during period of significant change. Built resilient culture and trust through transparency, displaying strong ethical code. Regularly acknowledged for ability to bring humor into the work environment in a way that draws people together and helps to build culture of teamwork. • Heavy involvement with revenue generating team and in supporting all operational aspects of the business.

Chief Financial Officer

• Nov 2009 - Dec 2013

• Managed accounting, information technology, budgeting and forecasting, operational reporting and compliance; served on Executive Committee. • Served as Company Secretary responsible for all regulatory filings for the US Corporation. • Worked with CEO to negotiate and oversee settlement of multi-million dollar wage and hour class action lawsuit. • Worked with parent company and CEO to successfully sell 100% of the shares of M Squared Consulting to Pennsylvania based… Show more • Managed accounting, information technology, budgeting and forecasting, operational reporting and compliance; served on Executive Committee. • Served as Company Secretary responsible for all regulatory filings for the US Corporation. • Worked with CEO to negotiate and oversee settlement of multi-million dollar wage and hour class action lawsuit. • Worked with parent company and CEO to successfully sell 100% of the shares of M Squared Consulting to Pennsylvania based SolomonEdwardsGroup LLC in 2013.

Corporate Controller (Interim CFO - 2009)

• Jan 2007 - Oct 2009

• Managed accounting department comprising over 20 staff and managers; responsible for all aspects of accounting, financial reporting and analysis, SEC filings and income taxes. • Managed the SEC filings for stock option restatement for 1995 through 2006. • Appointed to serve as Interim CFO following the sudden death of the prior CFO in December 2008. Managed quarter and year-end close while assisting with analysis for major cost reduction program. • As Interim CFO, managed… Show more • Managed accounting department comprising over 20 staff and managers; responsible for all aspects of accounting, financial reporting and analysis, SEC filings and income taxes. • Managed the SEC filings for stock option restatement for 1995 through 2006. • Appointed to serve as Interim CFO following the sudden death of the prior CFO in December 2008. Managed quarter and year-end close while assisting with analysis for major cost reduction program. • As Interim CFO, managed purchasing, information technology and finance departments Show less • Managed accounting department comprising over 20 staff and managers; responsible for all aspects of accounting, financial reporting and analysis, SEC filings and income taxes. • Managed the SEC filings for stock option restatement for 1995 through 2006. • Appointed to serve as Interim CFO following the sudden death of the prior CFO in December 2008. Managed quarter and year-end close while assisting with analysis for major cost reduction program. • As Interim CFO, managed… Show more • Managed accounting department comprising over 20 staff and managers; responsible for all aspects of accounting, financial reporting and analysis, SEC filings and income taxes. • Managed the SEC filings for stock option restatement for 1995 through 2006. • Appointed to serve as Interim CFO following the sudden death of the prior CFO in December 2008. Managed quarter and year-end close while assisting with analysis for major cost reduction program. • As Interim CFO, managed purchasing, information technology and finance departments Show less

Chief Financial Officer

• Jan 2001 - Mar 2006

• Managed finance department comprising 125 staff and managers; responsible for IT, Treasury, accounting and financial reporting, SEC filings, risk management, internal audit, investor relations, franchise relations, and corporate services. • Worked with CEO, corporate and field teams to reduce costs and realign infrastructure; implemented cost reduction strategies resulting in annual savings in excess of $6 million. • Developed and implemented strategies to maximize cash including sales… Show more • Managed finance department comprising 125 staff and managers; responsible for IT, Treasury, accounting and financial reporting, SEC filings, risk management, internal audit, investor relations, franchise relations, and corporate services. • Worked with CEO, corporate and field teams to reduce costs and realign infrastructure; implemented cost reduction strategies resulting in annual savings in excess of $6 million. • Developed and implemented strategies to maximize cash including sales of operating units, sale and leaseback of real estate and IT equipment; generated $15 million in cash proceeds. • Restructured debt agreement in 2002 resulting in a $65 million secured revolving and term loan agreement; renegotiated collateral agreements; repaid U.S. debt in full by 2006. • Responsible for investor relations including ongoing discussions with investors and potential analysts; actively participated in quarterly conference calls including Q&A with investors. • Directed numerous M&A transactions, including sales of franchise operations, divestiture of international operating companies, and buy-backs of franchise offices.

Corporate Controller

• Feb 1991 - Dec 2000

• Managed Accounting Department comprising over 50 staff with an annual budget of $3 million; responsible for internal and external reporting, general accounting, financial analysis, foreign consolidations, fixed assets, budgeting, billing, accounts receivable and payable. • Handled all accounting and reporting issues in connection with the filing of Registration Statements on Form S-1 (1994 and 1996) and subsequent SEC reporting. • Completed three month tour of duty in Melbourne… Show more • Managed Accounting Department comprising over 50 staff with an annual budget of $3 million; responsible for internal and external reporting, general accounting, financial analysis, foreign consolidations, fixed assets, budgeting, billing, accounts receivable and payable. • Handled all accounting and reporting issues in connection with the filing of Registration Statements on Form S-1 (1994 and 1996) and subsequent SEC reporting. • Completed three month tour of duty in Melbourne, Australia.

Senior Audit Manager

• 1980 - Feb 1991

• Participated in all aspects of audit engagement management, including technical auditing, accounting and reporting, staff supervision, training and development, engagement budgeting, and client development. • Senior Audit Manager for the audit of Chevron Corporation; responsible for worldwide coordination of all aspects of audit and client service representing over 40,000 audit hours. • Audited public and private entities including oil and gas, manufacturing, and retailing. • Participated in all aspects of audit engagement management, including technical auditing, accounting and reporting, staff supervision, training and development, engagement budgeting, and client development. • Senior Audit Manager for the audit of Chevron Corporation; responsible for worldwide coordination of all aspects of audit and client service representing over 40,000 audit hours. • Audited public and private entities including oil and gas, manufacturing, and retailing.