Experience

Arcadia Biosciences

• United States
• Food and Beverage Manufacturing
• 1 - 100 Employee

• Vice President Finance

  • 2021 - Present



Renaissance Food Group

• Director of Business Analytics

  • 2020 - 2021



DLC

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Consultant

  • 2018 - 2020

  Managed field engagements for DLC, a nationally recognized consultancy specializing in finance, accounting, and project management. Projects included the establishment of an FP&A department at a newly acquired portfolio company and the interim management of a vacant Director of FP&A role. Clients included Wells Fargo, Flavor Producers, and Electrorent.



Applied FP&A

• Financial Services

• Managing Director

  • 2011 - 2019

  Greater Los Angeles Area Managed engagements for Applied FP&A, a company specializing in training, consulting, and co-sourcing in the field of financial planning & analysis (FP&A). Projects included operational and financial modeling, product pricing, advanced Excel training, financial tool development, capital planning, and process improvement. Clients included the city of Pasadena, Adaptive Insights, Ambry Genetics, Southern Methodist University, and others.



L3 Technologies

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Director, Financial Planning & Analysis

  • 2015 - 2018

  Led the FP&A department at L-3 Electron Devices Inc., a global leader in communication and power technologies. Managed the department through a merger and turn-around situation requiring a complete tear down and rebuild of the Financial Planning team and Project Finance team.



DLC

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Consultant

  • 2014 - 2015

  Managed field engagements for DLC, a nationally recognized consultancy specializing in finance, accounting, and project management. Selected to be a member of the DLC Consultant Advisory Board. Projects included performance analysis of retail trade promotions, the development of a product pricing model, process redesign/improvement, and serving as the interim Director of Finance. Clients included Nature Made Vitamins (Pharmavite LLC) and L-3 Communications.



Arup

• United Kingdom
• Design Services
• 700 & Above Employee

• Associate/ Director of FP&A

  • 2012 - 2013

  Director of Finance for the North/South America region of Arup, a global leader in engineering and consulting. Operational responsibilities included corporate FP&A, treasury, and special projects. Projects included the implementation of an automated payables system and a corporate travel/expense system.



DLC

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Consultant

  • 2011 - 2012

  Managed field engagements for DLC, a nationally recognized consultancy specializing in finance, accounting, and project management. Projects included discounted cash flow (DCF) modeling for project valuation, interim management of Finance teams, and contract analysis for business development. Clients included The Walt Disney Company and Toyota Financial Services.



Fresh & Easy

• United States
• Retail
• 200 - 300 Employee

• Sr. Manager, Finance

  • 2008 - 2011

  Led local and international teams at the first greenfield venture for Tesco, the world's third largest retail company. Managed Financial Planning & Analysis (FP&A) for 3 departments (Retail Operations, Real Estate, and IT) as well as company-wide capital investment and business development projects.



bp

• United Kingdom
• Oil and Gas
• 700 & Above Employee

• Business MI Analyst

  • 2006 - 2008

  Supported a two year project to develop the revised financial model and strategic plans for the ARCO and Thrifty divisions of BP. The project resulted in the sale and franchise of both business lines and a 70% reduction in assets and headcount.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Sr. Consultant

  • 2005 - 2006

  Managed risk management and process consulting engagements for Deloitte, a global leader in the finance and accounting industry. Projects involved assessing controls for SAS 70 service organizations, developing processes for SOX compliance, and auditing controls for financial reporting. Clients included Hansen's Beverage Co., AIG, Latham & Watkins, Northrop Grumman, Provident Investment Council, Santa Barbara Bank & Trust, Triple Net Co., Nishimoto Trading, Pelican Products, and others.



Goldman Sachs Ayco

• United States
• Financial Services
• 200 - 300 Employee

• Financial Analyst

  • 2001 - 2003

  Provided tax and investment advice for 70 corporate and private clients with combined assets of over $200m. Ayco is a Goldman Sachs company and a former subsidiary of American Express.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • 2000 - 2000