Experience

InBrace

• United States
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Controller

  • Dec 2017 - Present

  Responsible for: financial planning and reporting, month-end close, policies and procedures, stock option plan (Carta), purchasing, A/R, A/P, cash management, payroll, and all other aspects of accounting. Successfully completed an implementation out of QuickBooks into an ERP system (Expandable ERP), while completing three clean annual audits, all while the company moved twice. Completed a smooth transition from ADP to a PEO (Insperity), resulting in better benefits and H/R services for… Show more Responsible for: financial planning and reporting, month-end close, policies and procedures, stock option plan (Carta), purchasing, A/R, A/P, cash management, payroll, and all other aspects of accounting. Successfully completed an implementation out of QuickBooks into an ERP system (Expandable ERP), while completing three clean annual audits, all while the company moved twice. Completed a smooth transition from ADP to a PEO (Insperity), resulting in better benefits and H/R services for the company. Show less Responsible for: financial planning and reporting, month-end close, policies and procedures, stock option plan (Carta), purchasing, A/R, A/P, cash management, payroll, and all other aspects of accounting. Successfully completed an implementation out of QuickBooks into an ERP system (Expandable ERP), while completing three clean annual audits, all while the company moved twice. Completed a smooth transition from ADP to a PEO (Insperity), resulting in better benefits and H/R services for… Show more Responsible for: financial planning and reporting, month-end close, policies and procedures, stock option plan (Carta), purchasing, A/R, A/P, cash management, payroll, and all other aspects of accounting. Successfully completed an implementation out of QuickBooks into an ERP system (Expandable ERP), while completing three clean annual audits, all while the company moved twice. Completed a smooth transition from ADP to a PEO (Insperity), resulting in better benefits and H/R services for the company. Show less



Optimus EMR, Inc.

• Irvine, CA

• VP, Controller

  • 2006 - 2016

  As part of senior management of this growing software start-up, involved with transition from early stage to profitability and higher growth phase, through the eventual sale of the company. Fully responsible for managing all accounting, finance, and reporting functions for this software-as-a-service company acquired by Yardi Systems, Inc. in 2016. Placed by Tatum Controllers (a division of Tatum CFO). Achievements: • Responsible for: financial planning and reporting, investor packages… Show more As part of senior management of this growing software start-up, involved with transition from early stage to profitability and higher growth phase, through the eventual sale of the company. Fully responsible for managing all accounting, finance, and reporting functions for this software-as-a-service company acquired by Yardi Systems, Inc. in 2016. Placed by Tatum Controllers (a division of Tatum CFO). Achievements: • Responsible for: financial planning and reporting, investor packages, forecasts, business models, stock option plan, 401k plan, and compensation plans in collaboration with the CEO. • Recruit, train, and supervise an accounting staff, providing individual coaching and regular performance evaluations to maintain productivity, accuracy, and increase employee retention. • Upon arrival, completed three years of multi-state corporate income tax returns and compilations and implemented a new 401K plan. Show less As part of senior management of this growing software start-up, involved with transition from early stage to profitability and higher growth phase, through the eventual sale of the company. Fully responsible for managing all accounting, finance, and reporting functions for this software-as-a-service company acquired by Yardi Systems, Inc. in 2016. Placed by Tatum Controllers (a division of Tatum CFO). Achievements: • Responsible for: financial planning and reporting, investor packages… Show more As part of senior management of this growing software start-up, involved with transition from early stage to profitability and higher growth phase, through the eventual sale of the company. Fully responsible for managing all accounting, finance, and reporting functions for this software-as-a-service company acquired by Yardi Systems, Inc. in 2016. Placed by Tatum Controllers (a division of Tatum CFO). Achievements: • Responsible for: financial planning and reporting, investor packages, forecasts, business models, stock option plan, 401k plan, and compensation plans in collaboration with the CEO. • Recruit, train, and supervise an accounting staff, providing individual coaching and regular performance evaluations to maintain productivity, accuracy, and increase employee retention. • Upon arrival, completed three years of multi-state corporate income tax returns and compilations and implemented a new 401K plan. Show less



Trusperity Corporation

• Buena Park, CA

• Consulting - Interim Controller

  • 2005 - 2005

  Financial services startup company which eventually lost its funding. Financial services startup company which eventually lost its funding.



Jadeon, Inc.

• Irvine, CA

• Controller

  • 2003 - 2005

  Point-of-Sale system integrator start-up, growing nearly 100% per year. Company was acquired in 2005. Achievements: • Developed and implemented a working business model in collaboration with the CEO. • Improved cash flow by working with vendors, changing customer terms, and improving collections. • Developed and implemented policies, procedures, and internal controls, and installed Great Plains eEnterprise System (core modules plus service and contract maintenance). Point-of-Sale system integrator start-up, growing nearly 100% per year. Company was acquired in 2005. Achievements: • Developed and implemented a working business model in collaboration with the CEO. • Improved cash flow by working with vendors, changing customer terms, and improving collections. • Developed and implemented policies, procedures, and internal controls, and installed Great Plains eEnterprise System (core modules plus service and contract maintenance).



Aspeon, Inc.

• Irvine, CA

• Corporate Controller

  • 1996 - 2003

  Established and directed all accounting and finance functions for this fast-growing multi-national, publicly held computer designer and manufacturer with $90M in revenue after the first four years. Interfaced with analysts and underwriters, prepared SEC filings (10Q, 10K, Form 4, etc.) and processed all stock option activity. Responsible for month-end and year-end closings including multi-national consolidations and all audit/review activities. Achievements: • Enhanced the overall… Show more Established and directed all accounting and finance functions for this fast-growing multi-national, publicly held computer designer and manufacturer with $90M in revenue after the first four years. Interfaced with analysts and underwriters, prepared SEC filings (10Q, 10K, Form 4, etc.) and processed all stock option activity. Responsible for month-end and year-end closings including multi-national consolidations and all audit/review activities. Achievements: • Enhanced the overall strategy and management of the business through research and guidance on all operating systems selections and developments. • Successfully completed the IPO, two follow-on offerings, and three acquisitions. • Increased the utilization of the company’s infrastructure by providing direction to IT personnel. • Safeguarded assets and controlled costs by providing the necessary systems, internal controls, and reports. • Maximized productivity of the company’s financial resources by managing cash flow, investments, bank relationships, and a $7M credit line. Show less Established and directed all accounting and finance functions for this fast-growing multi-national, publicly held computer designer and manufacturer with $90M in revenue after the first four years. Interfaced with analysts and underwriters, prepared SEC filings (10Q, 10K, Form 4, etc.) and processed all stock option activity. Responsible for month-end and year-end closings including multi-national consolidations and all audit/review activities. Achievements: • Enhanced the overall… Show more Established and directed all accounting and finance functions for this fast-growing multi-national, publicly held computer designer and manufacturer with $90M in revenue after the first four years. Interfaced with analysts and underwriters, prepared SEC filings (10Q, 10K, Form 4, etc.) and processed all stock option activity. Responsible for month-end and year-end closings including multi-national consolidations and all audit/review activities. Achievements: • Enhanced the overall strategy and management of the business through research and guidance on all operating systems selections and developments. • Successfully completed the IPO, two follow-on offerings, and three acquisitions. • Increased the utilization of the company’s infrastructure by providing direction to IT personnel. • Safeguarded assets and controlled costs by providing the necessary systems, internal controls, and reports. • Maximized productivity of the company’s financial resources by managing cash flow, investments, bank relationships, and a $7M credit line. Show less



Sonnet Technologies

• United States
• Computer Hardware Manufacturing
• 1 - 100 Employee

• Consulting - Interim CFO

  • 2001 - 2001

  Brought all financial reports and tax filings up to date and implemented a new accounting software system. Brought all financial reports and tax filings up to date and implemented a new accounting software system.



TechnologyOBX

• Lake Forest, CA

• Interim Controller

  • 2000 - 2000

  Setup accounting system, policies and procedures, and financial reporting for a startup that eventually lost its funding. Setup accounting system, policies and procedures, and financial reporting for a startup that eventually lost its funding.



Various CPA firms

• Orange County, California Area

• Staff Accountant to Senior Accountant

  • 1984 - 1988

  Public accounting experience working for local firms (Miller & Giangrande, White, Nelson & Co., and Miranda, Strabella & Associates) performing audits, reviews, compilations, systems implementation for clients, and income tax returns for all types of entities and individuals. Public accounting experience working for local firms (Miller & Giangrande, White, Nelson & Co., and Miranda, Strabella & Associates) performing audits, reviews, compilations, systems implementation for clients, and income tax returns for all types of entities and individuals.