Chief Financial Officer

• Nov 2018 - Present

Provide leadership for this agricultural cooperative that washes, stores and packs lemons marketed by Sunkist Growers. Advise President and Board of Directors of business strategies, financial management, capitalization and financing. Communicate periodic results and forecasts of operations, pools and business units. Critically evaluate operational and financial data, observe opportunities to obtain financial and time efficiencies, plan solutions and implement changes. Collaborate extensively with business operations to improve the Associations performance and employee satisfaction. Preserve and support positive relationships between the Association and Grower Members through regular and open communication, professional communications and ever improving reporting. Lead a finance and information technology team with responsibilities encompassing controllership, payroll, accounts payable, accounts receivable, financial planning and analysis, reporting, information technology management and support and business operations. Modernize information technology physical and virtual environments, policies and procedures. Manage relationships with accounting firms, law firms, key vendors and banks. Perform duties as plan administrator for self insured workers compensation plan, self insured employee health plan and 401(k) and deferred compensation plans. Ensure Association compliance with with federal, state and local regulatory and taxing agencies. Recruit employees for the accounting, information technology and human resources teams. Refreshed website and corporate branding, including consistent and appropriate use across business units and control of Association name on social media. Manage the numerous challenges and opportunities presented by the COVID situation, including human resource issues, payroll, Paycheck Protection Loan (initial application and forgiveness), compliance and business scale issues. Show less

Adjunct Professor

• Jan 2023 - Present

Board Member- Treasurer

• Jan 2023 - Present

Proprietor

• Nov 2015 - Dec 2019

Establishment and operation of a successful public accounting practice performing income tax, financial planning, and financial reporting services for individuals and small businesses. Establishment and operation of a successful public accounting practice performing income tax, financial planning, and financial reporting services for individuals and small businesses.

Outside Consultant

• Aug 2009 - Oct 2018

Provided flexible and seamless staffing and project management for audit and income tax clients. Assisted in the recruitment process of client Chief Financial Officer. Provided financial analysis and expert testimony for construction client in litigation with previous employer. Provided flexible and seamless staffing and project management for audit and income tax clients. Assisted in the recruitment process of client Chief Financial Officer. Provided financial analysis and expert testimony for construction client in litigation with previous employer.

Certified Public Accountant

• Nov 2000 - Apr 2018

Performance, management, and review of audit and tax projects for a variety of clients. Conducted countless financial statement audits, which include management of staff, management of client relationships, the evaluation and communication of issues surrounding client financial systems and internal controls, and communication with board of directors, owners, and various client outside consultants. Conducted numerous audits of retirement plans, including both 401(k) and defined benefit plans. Demonstrated expertise of income tax planning and preparation for individuals, corporations, partnerships, LLC’s, cooperative and not-for-profit entities. Demonstrated expertise in advising clients on business compliance and planning matters relating to areas such as payroll, retirement plans, and cash flow management. Active participation in recruitment, training, evaluation, and professional mentorship of staff. Participation in the evaluation and development of policies and procedures relating to audit software. Completed extensive training and acquired significant specialized knowledge of accounting and tax issues relating to construction contractors, developers, cooperatives and not-for-profit entities. Show less