Experience

Golden State

• United States
• Building Materials
• 200 - 300 Employee

• Director of Financial Operations

  • Mar 2017 - Present



Vapore LLC

• Concord, CA

• Chief Financial Officer

  • Apr 2014 - Feb 2017



CSAA Insurance Group, a AAA Insurer

• United States
• Insurance
• 700 & Above Employee

• Finance Manager II

  • Jun 2013 - Mar 2014



Takeda San Francisco

• South San Francisco California

• Finance Director

  • Jul 2008 - Mar 2012

  * Responsible for managing all financial requirements for Takeda Pharmaceuticals Research division in San Francisco. * Direct and oversee all financial matters, including financial strategy, accounting, budgeting, financial planning, variance analysis, accounting adjustments, external audits; internal control; and compliance with GAAP and Takeda’s accounting policies. * Responsible for the general operations functions of the company; Purchasing, IT, & Facility. Member of the Executive Management Team for oversight of general corporate procedures and policies, and a corporate officer, serving as treasurer to the Takeda San Francisco Board of Directors. Provide general guidance on decisions that impact the organization and related budget impact. Show less



CSAA Insurance Group, a AAA Insurer

• United States
• Insurance
• 700 & Above Employee

• Finance Manager for Insurance Services

  • Feb 2002 - Jun 2008

  * Responsible for managing all financial requirements for the insurance services division. * Provided management reporting for Insurance Services including Revenue, Loss, Claims, Expense, Profit, Product, State, Customer, etc. for Actual, Budget, and Prior Year. * Provided reporting for 3 Year Planning, Operational Planning, Budgeting, Forecasting and EPR, and reports related to Quarterly Forecasts, 3 Year Planning, Operational Planning and Budgeting. * Enhanced the performance of project portfolios through comprehensive support of business case development, and through close collaboration with project teams to develop, analyze and review of cost benefit models. * Monitored and evaluated projects progress and results to determine improvements in procedures needed to meet ultimate objectives. * Research and write-up Financial Due Diligence on potential and/or current vendors, and ensure that it provides accurate, insightful and timely information to assist managers with assessing potential risks and identifying opportunities to improve service and profitability. Show less



Walden Businesses, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Accountant

  • Sep 2000 - Jul 2001

  * Assisted the Financial Controller in all financial & accounting aspects of the company’s funds within the international portfolio. Prepared daily, monthly, quarterly and annual financial statements for internal and external use. Monitored investment cash inflows and outflows, along the firm’s cash position. * Tracked industry and trade publications and assisted in creating and updating overview reports of business lines and markets. Interacted with trading groups to ensure accuracy and reasonableness of performance numbers. Show less



Timbuk2

• United States
• Manufacturing
• 1 - 100 Employee

• Controller

  • Jul 1999 - May 2000

  * Designed and implemented an accounting and cost analysis system, and developed accounting policy and procedures. * Prepared monthly and annual financial statements for internal and external use. Prepared year-end taxes and audit reporting package. Developed an inventory analysis program to avoid excessive or insufficient production supplies. Monthly analysis of balance sheet, accounts reconciliation, and ensured the integrity of the general ledger. * Ensured compliance with the company’s capital budgeting, approval and reporting processes. Show less



Levi Strauss & Co.

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Cost Accountant Analyst

  • Mar 1998 - Apr 1999

  * Ensured timely accurate reporting valuation of LSA inventories and related reserves. Analyzed and communicated financial, operational and business performance results. Prepared financial statements for internal use. Reviewed balance sheet, account reconciliation and ensured accuracy/integrity of general ledger. Completed physical inventory and reconciliation at different sites and met with management to discuss needed adjustments. * Ensured timely accurate reporting valuation of LSA inventories and related reserves. Analyzed and communicated financial, operational and business performance results. Prepared financial statements for internal use. Reviewed balance sheet, account reconciliation and ensured accuracy/integrity of general ledger. Completed physical inventory and reconciliation at different sites and met with management to discuss needed adjustments.



2M TV

• Broadcast Media Production and Distribution
• 200 - 300 Employee

• Controller

  • Sep 1989 - May 1997

  * Prepared monthly and annual financial statements for internal and external use. Audited branches and headquarters, and completed physical inventory and reconciliation of advance release material. * Established department budgets and forecasts. Ensured compliance with company capital budgeting, approval and reporting processes. Analyzed performance, financial and operational results, and identified opportunities for improvement. * Implemented computerized accounting and financial reporting system. Show less