Experience

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  JRRO, Accountants & Consultants, A Division of SingerLewak

  • Thousand Oaks, CA

  • Partner

    • Jan 2015 - Present
    • Thousand Oaks, CA

    The firm of JRRO, LLP is built on the core concept of providing best of class service. We understand that each client is unique, and we tailor our advisory and compliance services accordingly. Our clients receive the personal attention of the engagement partner while at the same time the multi-level creativity and expertise of the entire firm. This unique combination leads to a strong mutual trust and long lasting relationships.

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  TF Oberman & Associates

  • Principal

    • Oct 2009 - Dec 2014

    Accurate and timely accounting information is an essential for any successful business or personal financial portfolio. The professionals at TF Oberman & Associates pride ourselves on providing each client with progressive, one-on-one service and expert advice. We are available to assist you on an ongoing basis or a single project. As we continue to work together, we will make it a point to know you and your financial situation in-depth, so we can bring even more value-added services to our partnership.Tax Planning and Return Preparation ServicesWhat do you expect from your tax advisor? We think the answer should be expertise and peace of mind. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and maximize your opportunities. Whether you are an individual, a family business, a multi-tiered corporation or partnership, our principals and staff will address your needs for full-service tax planning and preparation.Bookkeeping ServicesOur firm has a highly experienced, full-charge bookkeeper on staff. We can provide your business with outsourced bookkeeping services or work with your company’s bookkeeper to any degree you need to coordinate and maintain your accounts, payroll systems and record-keeping.Retirement PlanningWe will partner with your financial planner, business advisor, estate or trust attorney and other members of your financial team to maximize your retirement and business planning.

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  Amgen

  • Director Finance

    • May 1996 - Jun 2009

    Provides strategic, financial and operational leadership to the Global Development organization. Member of the Global Development Operations Senior Team charged with assessing existing operations and implementing initiatives to maximize deployment of $1.4B annual budget.• Led financial analysis of sourcing alternatives in conducting Clinical Trials resulting in a 20% cost reduction.• Met challenge by VP to identify and provide recommendations to reduce Clinical Trial costs - resulted in savings of $35M.• Developed and implemented streamlined Clinical trial forecasting process which reduced review cycle by one month and enabled redeployment of resources.• Managed and developed a highly successful team which resulted in staff members receiving promotions and progressions to new opportunities within the company.