Experience

Patelco Credit Union

• United States
• Banking
• 700 & Above Employee

• VP, Controller

  • Mar 2022 - Present

  Dublin, CA - Responsible for leading day-to-day operations of the Accounting department for $9B in Assets and $300mm in Revenue company including financial reporting, regulatory reporting, accounting operations, contribution to strategic planning and goals, and relationship management with banks and other vendors. - Supervise 15 total team members to lead process improvements to optimize efficiencies, partnering with leaders across the organization to drive the Credit Union's strategic initiatives.… Show more - Responsible for leading day-to-day operations of the Accounting department for $9B in Assets and $300mm in Revenue company including financial reporting, regulatory reporting, accounting operations, contribution to strategic planning and goals, and relationship management with banks and other vendors. - Supervise 15 total team members to lead process improvements to optimize efficiencies, partnering with leaders across the organization to drive the Credit Union's strategic initiatives. - Manage all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements, maintaining internal control safeguards for the receipt of revenue, costs, and both budgets and actual financial results. - Supervise the monthly and quarterly close of the general ledger and review monthly financial reports in the Finance Committee and Board packages, along with updated Call Reports to the NCUA. - Implement consistent accounting policies, practices, and procedures. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Finance Manager - Corporate Functions

  • Aug 2018 - Mar 2022

  San Francisco Bay Area - Lead all finance and accounting activities for the Corporate Risk and Legal divisions across Wells Fargo with annual investments of $3.6B and 14,000 team members. Supervise 15 team members and serve on the executive leadership teams for both divisions. - Increased run-rate efficiencies by $200MM through strategic finance leadership, building consistent financial processes, and focusing on KPI-related objectives. - Implemented new and improved Risk Management Framework (RMF) to satisfy… Show more - Lead all finance and accounting activities for the Corporate Risk and Legal divisions across Wells Fargo with annual investments of $3.6B and 14,000 team members. Supervise 15 team members and serve on the executive leadership teams for both divisions. - Increased run-rate efficiencies by $200MM through strategic finance leadership, building consistent financial processes, and focusing on KPI-related objectives. - Implemented new and improved Risk Management Framework (RMF) to satisfy extensive regulatory requirements, achieve Risk target operating models, and maximize closure of consent orders. - Reduced cross-departmental expenses by $100MM by implementing expense policies and budget approval processes, leading to more insightful financial forecasting and strategic decision-making capabilities. - Transformed cost allocation processes for ~$2B across the groups by implementing quantifiable metrics / drivers of allocations to improve investment trade-off decisions through partnership with business-unit leaders and CFOs. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Head of Finance - Wells Fargo Marketing Divison

  • 2016 - 2018

  San Francisco Bay Area - Oversaw all finance and accounting activities for consolidated Wells Fargo Marketing division with annual revenue of $2.5B and investments of $1B across 1,700 team members. Led a team of 10 and served as a member of executive leadership team and the company-wide Diversity, Equity, and Inclusion Council. Member of executive leadership teams within Finance and Marketing communities. - Functions include Financial Planning & Analysis, Accounting, Investment Decisioning, Financial… Show more - Oversaw all finance and accounting activities for consolidated Wells Fargo Marketing division with annual revenue of $2.5B and investments of $1B across 1,700 team members. Led a team of 10 and served as a member of executive leadership team and the company-wide Diversity, Equity, and Inclusion Council. Member of executive leadership teams within Finance and Marketing communities. - Functions include Financial Planning & Analysis, Accounting, Investment Decisioning, Financial Modeling, and Returns on Marketing Investments (ROMI). - Functions include Financial Planning & Analysis, Accounting, Investment Decisioning, Financial Modeling, and Returns on Marketing Investments (ROMI). - Increased division revenue by 20% while implementing expense efficiencies of $150MM. - Improved financial processes, metrics reporting, measurement of marketing financial benefits, and overall focus of P&L management and strategic leadership. - Increased Return on Marketing Investment (ROMI) by 25% by building and standardizing ROMI capabilities for brand advertising, direct mail, sponsorships, and digital assets. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Finance Manager - Community Banking / Chief Administrative Office

  • 2007 - 2015

  San Francisco, CA - Held multiple leadership roles in finance, accounting, measurement, analytics, risk and compliance, and information security functions for divisions with annual revenue of $1B on investments of $400MM and 500 team members. Businesses supported: Home Lending, Home Equity, Credit Card, Marketing, CAO, and Risk Management. - Improved 5-year revenue impacts from marketing investments by $2B by leading team that built Wells Fargo’s first-ever Marketing Mix Models to measure and quantify the… Show more - Held multiple leadership roles in finance, accounting, measurement, analytics, risk and compliance, and information security functions for divisions with annual revenue of $1B on investments of $400MM and 500 team members. Businesses supported: Home Lending, Home Equity, Credit Card, Marketing, CAO, and Risk Management. - Improved 5-year revenue impacts from marketing investments by $2B by leading team that built Wells Fargo’s first-ever Marketing Mix Models to measure and quantify the results and financial impacts of marketing. - Reduced vendors by 40% and delivered annual run-rate expense saves of $125MM by executing cross-enterprise strategic sourcing initiatives that delivered rationalization and optimization of vendors. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• VP and Finance Lead - Community Banking / Home Lending

  • 2000 - 2006

  San Francisco Bay Area - Led finance and accounting functions with full P&L, balance sheet, pricing, portfolio, and production metrics accountability for $20B Home Equity portfolio with annual revenues of $600MM. Member of executive leadership team. - Delivered 25% growth in loans, revenues, and net income after tax across 23 regions by implementing improved financial processes, initiatives, and pricing strategies to help WF become the #1 Home Equity lender in the US. - Reduced funding cycle times by 20% and… Show more - Led finance and accounting functions with full P&L, balance sheet, pricing, portfolio, and production metrics accountability for $20B Home Equity portfolio with annual revenues of $600MM. Member of executive leadership team. - Delivered 25% growth in loans, revenues, and net income after tax across 23 regions by implementing improved financial processes, initiatives, and pricing strategies to help WF become the #1 Home Equity lender in the US. - Reduced funding cycle times by 20% and built Roll-on/Roll-off analysis to improve portfolio profitability. - Responsible for all financial planning & analysis functions for full P&L, balance sheet management, pricing, production metrics, and financial impacts of marketing investments, and overall analyses of the portfolio. Show less



IMX Exchange

• United States
• Financial Services

• Corporate Controller and Vice President of Finance

  • 1999 - 2000

  San Ramon, CA - Private internet software start-up company that created and maintained an electronic real-time bid/ask exchange between mortgage brokers and lenders to facilitate production of mortgage loans. Member of executive team. - Leadership and responsibility for all accounting, controls, finance, operations, and compliance functions (12 team members) including cash management, A/P, payroll, budgeting, and reporting. - Led team to prepare offering documents for public (Form S-1) and private… Show more - Private internet software start-up company that created and maintained an electronic real-time bid/ask exchange between mortgage brokers and lenders to facilitate production of mortgage loans. Member of executive team. - Leadership and responsibility for all accounting, controls, finance, operations, and compliance functions (12 team members) including cash management, A/P, payroll, budgeting, and reporting. - Led team to prepare offering documents for public (Form S-1) and private (Series D, E) equity financings. - Developed set of metrics / measures by which IMX would be measured and valued in the public markets. - Developed processes and held responsibility for all accounting, controls, finance, operations, and compliance functions (12 team members) including cash management, A/P, payroll, budgeting, reporting, and fundraising. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Assurance Services Manager, previously promoted from Audit Staff to Audit Manager

  • 1993 - 1999

  San Francisco Bay Area - Broad and expanding experience through increasingly complex and challenging positions within Big 4 accounting firm. Member of Financial Services executive team and licensed CPA in California (#72845). - Coordinated, planned and managed audit examinations and risk assessments of financial statements for public and private companies across a diverse set of industries. Engagement sizes ranged up to 15,000 hours and 10 staff members. Examples of clients served: BankAmerica, Providian… Show more - Broad and expanding experience through increasingly complex and challenging positions within Big 4 accounting firm. Member of Financial Services executive team and licensed CPA in California (#72845). - Coordinated, planned and managed audit examinations and risk assessments of financial statements for public and private companies across a diverse set of industries. Engagement sizes ranged up to 15,000 hours and 10 staff members. Examples of clients served: BankAmerica, Providian, NextCard, Inc., IMX Exchange, Inc., and Geoworks. - Extensive experience with SEC filings (IPOs, S-1’s, offerings). Clients included: NextCard (IPO), Finet.com. - Member of national team that led the roll-out of Electronic Work Papers for the US offices of the firm. Show less