Experience

wecotek

• United States
• Automation Machinery Manufacturing
• 1 - 100 Employee

• Director of Finance

  • Mar 2023 - Present

  United States

• Senior Controller

  • Apr 2021 - Jul 2023

  Woodland, California, United States



Allianz Global Corporate & Specialty (AGCS)

• Germany
• Insurance
• 700 & Above Employee

• Finance Senior Director

  • Jan 2012 - Apr 2020

  Petaluma, CA Leader of financial management and business consulting for COO. Inclusive of IT executive, real estate, central programs office and operational demand management teams.



Fireman's Fund Insurance Company

• United States
• Insurance
• 400 - 500 Employee

• Finance Director -Operation

  • Feb 2011 - Jan 2012

  Novato, California Supporting Agribusiness Insurance & the Chief Administrator's Office office, including Customer Service & Real Estate

• Finance Manager-Personal Insurance

  • Sep 2009 - Feb 2011

  Novato, California Support Personal Insurance Product Lines through Finance and Consulting Operations.



Agilent Technologies

• Biotechnology Research
• 700 & Above Employee

• Financial Consultant/Field Controller

  • Sep 2006 - Sep 2009

  Santa Rosa, California Managed and provided financial leadership, support and business consulting to Japan region and WW Sales operational leadership teams with a combined $70M operational budget and $450M+ in orders. Worked with regional partners to ensure field order, revenue recognition, cost goals and industry leading management performance. Provided financial narratives for external reporting on order and discount performance for entire business group, including analysis of ForEx impacts, cancellations… Show more Managed and provided financial leadership, support and business consulting to Japan region and WW Sales operational leadership teams with a combined $70M operational budget and $450M+ in orders. Worked with regional partners to ensure field order, revenue recognition, cost goals and industry leading management performance. Provided financial narratives for external reporting on order and discount performance for entire business group, including analysis of ForEx impacts, cancellations, regional trending and discount type variance. Administered and established sales quota processes for five regions distributing $3.8B in targets. Recommended regional targets through growth, trending, current plan and adjustments to forecasts. Led team focused on report standardization from Legacy systems, resulting in a reduction to quota entry time and overhead of 85%. Directed recruiting team; candidate interviews, on site presentations and established annual recruiting budget, resulting in 80% acceptance rate among viable candidates.

• Senior Financial Analyst

  • Sep 2003 - Dec 2006

  Santa Rosa, California Provided financial support for Japan regional sales team with $45M annual operational budget, through operational expense analysis, resulting in top regional cost efficiency. Established operational expense plan and implemented quarterly performance metrics to track managers cost savings, reducing discretionary spend by 40% and increasing orders by $100M over three years. Implemented demo inventory regulations that eliminated company exposure to write-offs of $28M. Business Process… Show more Provided financial support for Japan regional sales team with $45M annual operational budget, through operational expense analysis, resulting in top regional cost efficiency. Established operational expense plan and implemented quarterly performance metrics to track managers cost savings, reducing discretionary spend by 40% and increasing orders by $100M over three years. Implemented demo inventory regulations that eliminated company exposure to write-offs of $28M. Business Process Engineer, 2002-2004 Participated on ERP transition team and developed training courses and materials for users. Provided ERP technical support to company users as liaison with Oracle implementation team through system training and documentation; submission, testing and validation of ERP fix requests and solutions. Transitioned technical support function from ERP team to India's long term support team.

• Financial Analyst

  • Dec 1999 - Sep 2003

  Santa Rosa, California Provided financial support through budgeting, tracking, reconciling and reporting for various business functions. Provide ad hoc analysis for management teams. Developed GAAP compliant 3rd party relationship and royalty analysis procedures for OEM partners. Procedural clarification identified $6M/yr overpayment in royalties. Analyzed NPI leading to adoption of release cycle for SW products, increased customer satisfaction and product reliability.



CRYSTAL CREAM & BUTTER CO

• United States
• Insurance

• Staff Accountant/Commodities Pricing Specialist

  • Jan 1998 - Dec 1999

  Maintained pricing database based on CME trading and California's Dairy Industry regulations. Automated the pricing adjustment process reducing reset time by 50%. Managed company relationships with distributors, customers and the public through Letters of Explanation for pricing modifications, contract bidding and negotiations. Established Promotions, ad allowances and discount practices.