Experience

OncoResponse Inc.

• Director of FP&A

  • Oct 2021 - Present

  Seattle, Washington, United States Clinical stage, privately held immuno-oncology biotech company developing cancer immunotherapies using clues from the immune systems of elite cancer responders. • Created and own budgeting, forecasting, and long-range planning. • Create and manage scenarios in a constantly changing environment where best case is planned, but rarely achieved. • Subject matter expert on financials, headcount, and drivers • Prepare financial presentations/scenarios for senior management and Board of… Show more Clinical stage, privately held immuno-oncology biotech company developing cancer immunotherapies using clues from the immune systems of elite cancer responders. • Created and own budgeting, forecasting, and long-range planning. • Create and manage scenarios in a constantly changing environment where best case is planned, but rarely achieved. • Subject matter expert on financials, headcount, and drivers • Prepare financial presentations/scenarios for senior management and Board of Directors. • Complete monthly accounting and reconciliations organization wide. • Manage month end/quarter end/year end closing activities and ensure compliance. • Prepare monthly accruals (clinical/administrative/compensation) and journal entries (JE’s) Show less



SightLife

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Sr. Finance Manager FP&A

  • Dec 2020 - Nov 2021

  Seattle, Washington, United States Retinal Eye Bank with domestic and international operations. Company spun off from parent September 2020. • Solidifying systems and processes to support independent operations from previous parent company. • Create 2021 cash forecast along with review of 2021 Budget and 3-year strategic financial plan. • Create monthly reporting rhythm with internal business customers. • Support Accounting in cleaning books and ensuring credibility of numbers



CBRE

• Italy
• Real Estate

• Sr. Finance Manager

  • Sep 2018 - Oct 2020

  Redmond, WA Corporate Finance Manager for $400M+ Top Line/1,400+ Head Count global CBRE Microsoft Account. (Two directs & two indirects) • Responsible for monthly corporate P&L reporting rhythm including monthly report/variance commentary as well as all Budget/Forecasting activities. • Point of contact on account for corporate FP&A as well as corporate accounting functions. • Oversee all (US Domestic) CBRE Microsoft Account Expense Reports and Payroll billing. (1 Direct) • Re-engineered and… Show more Corporate Finance Manager for $400M+ Top Line/1,400+ Head Count global CBRE Microsoft Account. (Two directs & two indirects) • Responsible for monthly corporate P&L reporting rhythm including monthly report/variance commentary as well as all Budget/Forecasting activities. • Point of contact on account for corporate FP&A as well as corporate accounting functions. • Oversee all (US Domestic) CBRE Microsoft Account Expense Reports and Payroll billing. (1 Direct) • Re-engineered and strengthened internal FTE database/reporting as well as retooled various client presentations to provide a more professional look. • Point person for lease commissions Show less



Oberto Snacks, Inc.

• United States
• Food and Beverage Manufacturing
• 100 - 200 Employee

• Consultant, FP&A Manager

  • Apr 2018 - Aug 2018

  Kent, Washington Providing traditional FP&A support as company transitions from a 100-year-old family run business to being acquired as of June 1st by Premium Brands Holding a Canadian publicly traded company.



Acucela Inc.

• United States
• Biotechnology Research
• 1 - 100 Employee

• Director Financial Planning Analysis

  • Oct 2010 - Nov 2017

  Greater Seattle Area Key resource in charge of developing and owning the budgeting process, forecasting process, strategic planning process, and analytical tools necessary to support the entire organization. Reported directly to CFO; Supervised one financial analysist and various consultants; provided guidance and direction to junior team members. Finance group eliminated along with other corporate functions as company reincorporated to Japan due to cash reserve concerns. • Responsible for the financial rhythm… Show more Key resource in charge of developing and owning the budgeting process, forecasting process, strategic planning process, and analytical tools necessary to support the entire organization. Reported directly to CFO; Supervised one financial analysist and various consultants; provided guidance and direction to junior team members. Finance group eliminated along with other corporate functions as company reincorporated to Japan due to cash reserve concerns. • Responsible for the financial rhythm of business including financial close, reporting, analysis, BOD packet. • Created and presented documents with emphasis on key trends and metrics to ensure financial performance is communicated and any opportunities for improvement or savings are highlighted. • Built and implemented current annual budget and forecasting processes from the ground up aligning business objectives with corporate financial goals. Good! • Owned insurance renewal, treasury functions and approved all contracts on behalf of finance organization as well as assisted in tax activities. • Created process improvements including Implementing PO (purchase order) system and two separate ERP systems. • Conducted monthly accounting reviews/activities with emphasis on accruals, soft close and allocations • Completed a successful initial public offering (IPO) on the Tokyo Stock Exchange with concurrent US registration resulting in a $150M capital raise. Built and owned valuation model during IPO process. Provided key information in support of S1 document, SOX development and compliance, and audit/legal reviews. • Supported Business Development in modeling NPV’s and financial analysis of potential M&A activity. Show less



Robert Half; Puget Sound Energy

• Consultant

  • Jul 2010 - Sep 2010

  Greater Seattle Area Built out complex Excel based budgeting model for Information Technology (IT) division. Model included multiple independent points for user input, consolidation of data/reporting through dynamic links and automated macro driven exports to allow easy upload to PSE’s corporate FP&A database.



T-Mobile

• United States
• Telecommunications
• 700 & Above Employee

• Finance Manager

  • Oct 2008 - Jan 2010

  Greater Seattle Area Provided high level analytical support and led the Corporate Finance team’s contributions for total company expenses. • Worked with business areas throughout company to provide thought leadership in developing monthly forecast and actuals reporting by analyzing financial forecast/results, distilling/synthesizing key trends and communicating key messages. Supported monthly business reviews, accounting close and “Flash” reviews. • Consolidated monthly business area submissions to… Show more Provided high level analytical support and led the Corporate Finance team’s contributions for total company expenses. • Worked with business areas throughout company to provide thought leadership in developing monthly forecast and actuals reporting by analyzing financial forecast/results, distilling/synthesizing key trends and communicating key messages. Supported monthly business reviews, accounting close and “Flash” reviews. • Consolidated monthly business area submissions to facilitate a cohesive total company reporting package to ensure success of program and meet business goals. • Primary finance group contact for yearlong companywide expense initiative. Created financial model to track performance and progress of $1B+ in initiatives. Show less



Washington Mutual

• United States
• Insurance

• Sr. Finance Manager

  • Aug 2007 - Oct 2008

  Greater Seattle Area Provided Executive Management Provision, Reserve and Charge Off guidance during an unprecedented credit environment. • Worked closely with credit and finance groups throughout the bank to create and provide company Provision and Reserve guidance. Streamlined information workflows and optimized calendar deliverables. Partnered with associates across business units to coordinate activities, drive consistency and improve processes. • Redesigned reporting to help top level executives… Show more Provided Executive Management Provision, Reserve and Charge Off guidance during an unprecedented credit environment. • Worked closely with credit and finance groups throughout the bank to create and provide company Provision and Reserve guidance. Streamlined information workflows and optimized calendar deliverables. Partnered with associates across business units to coordinate activities, drive consistency and improve processes. • Redesigned reporting to help top level executives clearly understand and digest numbers allowing them to make strategic decisions in an unprecedented credit environment. Created a complex financial model to identify risks, opportunities and drivers allowing insight into the details while still preserving the big picture message

• Sr. Finance Manager

  • Apr 2005 - Aug 2007

  Greater Seattle Area Provided high level analytical support for CFO with short range earnings estimate reporting to help facilitate business decisions and understand key drivers used in communicating external guidance. • Created, maintained and managed Non-Interest Income ($6B Annual) and Non-Interest Expense ($8B Annual) financial models. Developed a template used by business areas to capture financial updates as well as risks, opportunities and key drivers. • Drove the Short Range Forecast process from… Show more Provided high level analytical support for CFO with short range earnings estimate reporting to help facilitate business decisions and understand key drivers used in communicating external guidance. • Created, maintained and managed Non-Interest Income ($6B Annual) and Non-Interest Expense ($8B Annual) financial models. Developed a template used by business areas to capture financial updates as well as risks, opportunities and key drivers. • Drove the Short Range Forecast process from a shallow, total company, bi-monthly reporting exercise to a daily, dynamic, multi- leveled reporting process. • Developed processes, initiated meetings and structured reporting to assist senior company Executives with ongoing decisions about companywide restructure charges that exceeded $61M in 2005 and $315M in 2006.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Regional Finance Manager, Washington Community Banking

  • 2004 - 2005

  Greater Seattle Area Selected to provide budgeting, planning and analysis for Retail Banking and Business Lending groups for Washington Region after acquisition of Pacific NW Bank. Responsible for budget of >$300 MM in revenue, a $5.0 BB balance sheet and 1,600+ FTE. Supported Regional President and Regional Executive Management. Managed team of two analysts. Participated in valuation of potential business and property acquisitions.

• Regional Finance Manager, Border Banking

  • 2002 - 2004

  Promoted to manage region budget of $176 MM in revenue, $3.0 BB balance sheet and 646 FTE for all territories that intersected US/Mexican Border. Supervised one direct report and conducted budgeting, planning and analysis for Retail and Domestic/International Business Lending groups. Developed, tracked, reported and communicated annual sales and financial goals for region.

• Sr. Financial Analyst, Private Client Services

  • 2000 - 2002

  Responsible for budgeting, planning and analysis for Southern California Region of Private Client Services budget of $229 MM in revenue, $3.9 BB balance sheet and 534 FTE.


Franklin Templeton Investments
• Hungary
• 1 - 100 Employee
• Fund Information

  • 1996 - 1998