Experience

Neuralace Medical

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Vice President of Finance

  • Oct 2021 - Present

  San Diego, California, United States



Teradata

• United States
• Software Development
• 700 & Above Employee

• Director of Financial Planning and Analysis

  • Jul 2020 - Sep 2021

  San Diego, California, United States



Cook & Molloy

• United States
• Business Consulting and Services

• Director of Finance

  • 2017 - 2020

  Greater San Diego Area Director of Finance Providing interim and part-time CFO, Strategic Sales Operations, & GTM services to early-stage startup companies with a support structure that facilitates growth without distraction. Services for SaaS, Cloud Services, Online marketplace and Biotech companies. • Prepared full reporting packages to include Balance Sheet, P&L, Cash Flow Statement with operational KPI reports, aggregated into Board of Directors reports • Deep dives in total addressable markets for… Show more Director of Finance Providing interim and part-time CFO, Strategic Sales Operations, & GTM services to early-stage startup companies with a support structure that facilitates growth without distraction. Services for SaaS, Cloud Services, Online marketplace and Biotech companies. • Prepared full reporting packages to include Balance Sheet, P&L, Cash Flow Statement with operational KPI reports, aggregated into Board of Directors reports • Deep dives in total addressable markets for SaaS - Cloud companies • Assessed Finance organizations and provided development plans • Build/redesign accounting functions • Implemented Business Process optimization plans • Co-developed the Budgets and Forecasts for clients Show less



Semantic AI

• United States
• Software Development
• 1 - 100 Employee

• Director of Finance

  • Jan 2019 - Jul 2019

  Greater San Diego Area Director of Finance and Sales Operations lead at a deep-analytics Cloud software (SaaS) startup; their enterprise intelligence software is used by various public and private sector customers • Coordinated regular pipeline reviews with BD/Sales and Marketing to ensure accurate tracking and forecasting to meet revenue goals, resulting in a qualified pipeline growing from $10M to $50M • Closely monitored estimated outlook versus target on various levels by sector, national and… Show more Director of Finance and Sales Operations lead at a deep-analytics Cloud software (SaaS) startup; their enterprise intelligence software is used by various public and private sector customers • Coordinated regular pipeline reviews with BD/Sales and Marketing to ensure accurate tracking and forecasting to meet revenue goals, resulting in a qualified pipeline growing from $10M to $50M • Closely monitored estimated outlook versus target on various levels by sector, national and international business levels, tracking ARR, LTV and CAC metrics • Worked with the CRO and VP Sales on QBRs and Sales Meetings, developing the GTM plans • Assisted in Gap Analysis and flagging underperforming areas for corrective monitoring • Released weekly, bi-weekly, monthly, and quarterly pipeline reports that monitored and drove sales performance • Assessed AWS, Google Cloud Platform (GCP) and Azure Cloud service options • Provided ad-hoc reporting as requested from sales directors, sales managers, revenue division management and executive staff. Show less



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Finance Manager

  • 2008 - 2017

  Carlsbad, CA Key Finance member of an early stage complex therapies Specialty Pharmacy which experienced rapid expansion. During my tenure, the operations turned their first profit and grew from $100 million to $12 billion in revenue. • Developed our division's first top-down sales forecast which included an investment in a new direct sales team of 75 staff -- the first year with this new strategic play eclipsed the sales goal of $1B • Merged two organizations’ forecasts earning the… Show more Key Finance member of an early stage complex therapies Specialty Pharmacy which experienced rapid expansion. During my tenure, the operations turned their first profit and grew from $100 million to $12 billion in revenue. • Developed our division's first top-down sales forecast which included an investment in a new direct sales team of 75 staff -- the first year with this new strategic play eclipsed the sales goal of $1B • Merged two organizations’ forecasts earning the opportunity to manage full staff forecast greater than $200m in labor-related expense • Hired and developed a team of analysts supporting every department through financial modeling, ad hoc analysis, and budgeting/forecasting. Developed 13-location based P&Ls and metric dashboards • Co-developed the Synergy model tied to the integration plan of a major acquisition; partnered with Operations leaders to achieve their extensive synergy targets in a highly collaborative environment • Developed a system to create a highly accurate forecast of prescriptions, positively impacting the accuracy of staff and revenue forecast • Led a team to drive accountability which exceeded an internal goal of bad debt reduction by 40%, or $3M+ in one year • Key finance lead in supporting major projects in Operations and Product Development with capital business case and assessed ROI; assessed site expansion investments and site closure Show less



MedImpact Healthcare Systems, Inc.

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Finance Consultant

  • 2007 - 2008

  San Diego, Ca • Performed a range of rigorous audit preparation tests • Audit of internal controls • Prepared their financial statements in accordance with a framework of generally accepted accounting principles (GAAP)



International Management Consultant

• Independent Consultant

  • 2001 - 2007

  Greater San Diego Area • Engaged in a range of services from Corporate Finance, Marketing, Project Management, Corporate Security Assessments and Due Diligence • Clients included Toyota-Mexico, CBS Networks (Philippines, Costa Rica, Canada), United Nations (New York, Santiago, Vienna and Bangkok), Control Risks Group and Department of Defense



Ceon Corporation

• Finance and Planning Manager

  • 2000 - 2001

  Silicon Valley Ceon, acquired by Convergys - Network Solutions • Managed the accounting and finance department reporting directly to the CEO of an early stage software (SaaS) company. • Key player in securing $37.5 million Series C round of financing. • Developed and implemented new processes to track revenue initiatives, reduce expenses, rationalize payables, and manage the annual budget of $15 million, maintained full P&L ownership. • Demonstrated ability to analyze, develop and execute… Show more Ceon, acquired by Convergys - Network Solutions • Managed the accounting and finance department reporting directly to the CEO of an early stage software (SaaS) company. • Key player in securing $37.5 million Series C round of financing. • Developed and implemented new processes to track revenue initiatives, reduce expenses, rationalize payables, and manage the annual budget of $15 million, maintained full P&L ownership. • Demonstrated ability to analyze, develop and execute business plans. Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Audit Supervisor

  • 1997 - 2000

  Silicon Valley • Performed risk assessment, planning, "review by interview", and analytical procedures during audits of financial statements for software and semiconductor companies such as eBay, 8X8 Inc, OMM Inc, Lattice Semiconductor and Creative Labs • Utilized for early stage software companies to compile, maintain, and analyze wafer pricing, assembly cost, and testing costs • Team leader during IPO filing process for several technology companies in Silicon Valley and Life Science companies in San… Show more • Performed risk assessment, planning, "review by interview", and analytical procedures during audits of financial statements for software and semiconductor companies such as eBay, 8X8 Inc, OMM Inc, Lattice Semiconductor and Creative Labs • Utilized for early stage software companies to compile, maintain, and analyze wafer pricing, assembly cost, and testing costs • Team leader during IPO filing process for several technology companies in Silicon Valley and Life Science companies in San Diego • Performed quarterly reviews, implementations of new technical standards, and due- diligence procedures for start-up companies Show less



United States Marine Corps

• United States
• Armed Forces
• 700 & Above Employee

• Special Ops Team Leader

  • May 1987 - May 1991

  Camp Pendleton, California 1st Reconnaissance Bn - team leader



1st Reconnaissance Battalion, USMC

• Armed Forces
• 1 - 100 Employee

• Special Ops Team Leader

  • 1987 - 1991

  Camp Pendleton, California