Experience

Associated Students, SJSU

• United States
• Higher Education
• 1 - 100 Employee

• Interim Executive Director

  • Oct 2018 - Present



Self-Employed

• Nonprofit Finance Consultant

  • Apr 2018 - Oct 2018

  Develop business and financial metrics as well as performance measures.Develop financial planning, budgeting and forecasting.Provide subject matter expertise on finance processes or issues.Support ad hoc finance and accounting inquiries. Develop financial reports for actual results, forecasted performance, and variances to plan. Develop business and financial metrics as well as performance measures.Develop financial planning, budgeting and forecasting.Provide subject matter expertise on finance processes or issues.Support ad hoc finance and accounting inquiries. Develop financial reports for actual results, forecasted performance, and variances to plan.



Island Conservation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2017 - Apr 2018

  Responsible for management of the Financial, Human Resources, Information Services, Legal, Risk Management and Planning functions.Accomplishments include:Implementation of bottom up planning and budget processes that clarified accountability.Developed a fee-for-service program with an objective of generating new revenue to support the organizations core work.With the CEO, identified and implemented cost savings measures amounting to $400,000 annually. Responsible for management of the Financial, Human Resources, Information Services, Legal, Risk Management and Planning functions.Accomplishments include:Implementation of bottom up planning and budget processes that clarified accountability.Developed a fee-for-service program with an objective of generating new revenue to support the organizations core work.With the CEO, identified and implemented cost savings measures amounting to $400,000 annually.



Monterey Bay Aquarium

• United States
• Museums, Historical Sites, and Zoos
• 400 - 500 Employee

• Director of Finance

  • Jan 2003 - Jul 2017

  Responsible for management of the Financial, Legal, Risk Management and Planning functions. • Corporate Secretary for Monterey Bay Aquarium Support Services, a supporting organization. • Retirement Benefits Committee (Board Committee)• Safety Committee• Technology Governance Committee• Operations Planning Steering Committee• Earned Revenue Coordinating CommitteeAccomplishments include:• Diversification of $200 million portfolio, including alternative investments.• Revised and improved contract administration and review process.• Development and implementation of fund accounting policies and systems. • Restructured the accounting and budget systems, increasing institutional efficiency (MS Dynamics).• Implemented internal controls and compliance system for $100 million annual budget.• Implemented electronic vendor payment processes and automated workflows.• Reduced property/casualty insurance costs.



Nonprofits' Insurance Alliance of California (NIAC)

• Chief Financial Officer

  • 1995 - 2002

  Responsible for management of the Accounting, Financial, Information Systems, Facilities and Human Resource Departments. Accomplishments include:• Developed investment guidelines and managed cash flow increasing invested assets from $13 million to $52 million.• Reengineered the production and accounting functions, eliminating redundant processes. • Introduced industry accounting standards enhancing comparability of results.• Conversion/upgrade of accounting and production systems enabling comprehensive customer service, financial analyses and cash management.• Implemented a system of internal controls. • Created a culture that encouraged use of more efficient software and hardware tools.• Incorporated 2 for-profit subsidiaries and 3 not-for-profit affiliated companies. • Prepared business plan resulting in $10 million grants from 2 prominent west coast foundations.• Successfully issued $4.5 million in tax exempt bonds to purchase and renovate corporate headquarters.• Successfully managed construction/renovation of main corporate offices.



DPIC Companies

• Division Controller

  • 1987 - 1995



Homeland Insurance Company

• Senior Accountant

  • 1984 - 1987