Experience

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  Transforming Lives Charter School

  • Fontana, CA

  • Chief Financial Officer

    • Sep 2013 - Present
    • Fontana, CA

    • Developed financial budgets that clearly communicate the school’s future and also conform to state requirements on financial reporting.• Assisted in the preparation of business plans. • Advised on funding opportunities

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  Amphastar Pharmaceuticals, Inc.

  • Rancho Cucamonga, California

  • CFO, Treasurer, Senior VP of Finance

    • 2004 - 2013
    • Rancho Cucamonga, California

    Pre-IPO pharmaceutical company with $200 million in sales and over 1,000 employees.• Created cash management strategies that insured compliance with loan covenants on the Company’s borrowings. • Devised a tax/accounting strategy that preserved employee equity value of in the money options valued over $20 million that were expiring during a period of time when the Company was not public and had limited cash.• Created a strategy that generated $2 million in cash through the use of expensing prior IPO costs. • Negotiated financing for a $30 million product acquisition.• Management of foreign, state and federal tax issues resulting in over $9 million in tax savings.• Drafted disclosure for the compensation and disclosure analysis in the Company’s Form S-1 and served as adviser to the Compensation Committee on corporate governance.• Created a quarterly forecasting system and a quarterly financial report.• Developed bank financing strategies that provided funding to meet the challenges of a growing company.• Created effective presentations for lenders, underwriters and shareholders.• Presentations at Shareholder meetings and Board of Directors meetings.• SEC reporting and disclosures including IPO preparedness.• Improved the management of operations with the development of a budget reporting system.• Initially hired as Director of Financial Reporting and promoted to CFO in May 2006.• Sheppard the tax transition from a company with a history of losses to a profitable company.• Improved cash management with the creation of cash and financial forecast models.• Financial integration of a Chinese subsidiary. • Created a forecasting system that is used in the determining the Company’s fair market value of the Company’s common stock to properly value its stock prior to an IPO.

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  Kelly & Company

  • Orange County, California Area

  • Consulting & Audit Manager Positions

    • 1999 - 2004
    • Orange County, California Area

    • SEC audits of public companies at Kelly & Company.• Consulting and project work at Mountain Grove Trading Corporation

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  ICN Pharmaceuticals

  • Costa Mesa, California

  • Vice President, Controller

    • 1991 - 1999
    • Costa Mesa, California

    Public company international pharmaceutical company with annual sales exceeding $600 million and 12,000 employees.• Preparation of SEC filings and annual reports.• Responsible for budgeting and forecasting.• Consolidated foreign entities from Western Europe and Eastern Europe.• Established procedures for transfer pricing with foreign entities.• Review and implementation of consolidating software (Hyperion).• Streamlined and standardized consolidating process so that lesser skilled employees could assume tasks performed by highly skilled employees.• Coordinated cost containment programs resulting in annual savings of 30% for corporate headquarters.• Primary role in obtaining $200 million in public debt offering.• Accelerated monthly reporting dates by three days by designing and implementing new reporting policies and procedures.• Conducted seminars for Eastern European finance staff on GAAP reporting.• Presentations at company meetings involving groups of more than 100 people.• Highly respected for interpersonal skills resulting in being selected to sit on the Company’s employee grievance committee.• Performed due diligence and acquisition reviews in Eastern Europe.• Active involvement with Board members and contact with industry analysts and underwriters.• Promoted to Vice President Controller from Director of Financial Reporting.

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  Data Design Laboratories, Inc.

  • Ontario, Californai

  • Director of Financial Reporting

    • 1990 - 1991
    • Ontario, Californai

    Public company circuit board manufacturer with sales of $100 million and 1,000 employeesPreparation of SEC and external reports.• Coordinated fair valuation of assets at the Company’s primary facility that was scheduled for liquidation.• Implemented procedures for electronic submission of monthly financial data from subsidiaries.• Lead an inventory reduction program for the telecommunication subsidiary.

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  Landsdale & Carr (4-day tire)

  • Orange County, California

  • Corporate Controller

    • 1989 - 1990
    • Orange County, California

    Tire store distributor/retailer with $100 million sales and 400 employees• Responsible for all financial affairs of the company.• Cash management, accounting and computer systems, and reporting for $100 million sales tire store distributor/retailer.• Designed point of sales system for retail stores.

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  AMCOR Capital

  • Newport Beach, California

  • Vice President, Corporate Controller

    • 1986 - 1989
    • Newport Beach, California

    Public company agricultural & land management enterprise with over 5,000 acres under management.• SEC and external reporting, accounting systems, budgeting and MIS for an agricultural/land management enterprise.• Promoted to Assistant Controller within a year and to Vice President one year later.• Successfully designed and implemented the conversion of partnership real estate and agricultural operations to a new general ledger system.

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  Various

  • Southern California

  • Supervisor

    • 1978 - 1986
    • Southern California

    Financial and accounting positions with a steel manufacturer and financial services firm. Experience also includes three years with the national CPA firm of Arthur Young & Company.