Experience

Archwest Capital

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2023 - Present

• Senior Vice President, Controller

  • Jan 2021 - Feb 2023



5 Arch Funding Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Controller

  • Jul 2015 - Jan 2021



Agendia, Inc.

• Irvine, CA

• Global Controller

  • Jul 2013 - Oct 2014

  Commercial-stage molecular diagnostic company, focused on the discovery, development and commercialization of innovative products to improve the quality of life for cancer patients. Managed domestic and international staff of eight to deliver the following: * Developed and maintained accounting principles, practices and procedures * Produced accurate and timely consolidated financial statements on an IFRS and GAAP basis * Documented revenue recognition with respect to… Show more Commercial-stage molecular diagnostic company, focused on the discovery, development and commercialization of innovative products to improve the quality of life for cancer patients. Managed domestic and international staff of eight to deliver the following: * Developed and maintained accounting principles, practices and procedures * Produced accurate and timely consolidated financial statements on an IFRS and GAAP basis * Documented revenue recognition with respect to healthcare, pharma collaborations, grants, and trials * Monitored and analyzed department workflow and systems to develop more automated and efficient processes while maintaining a high level of accuracy * Ensured a clean and timely yearend audit to PCAOB standards in addition to quarterly SAS 100 reporting * Coordinated nineteen state and federal tax filings * Led a project to achieve SOX compliance * Assisted in the preparation and filing for an IPO Show less Commercial-stage molecular diagnostic company, focused on the discovery, development and commercialization of innovative products to improve the quality of life for cancer patients. Managed domestic and international staff of eight to deliver the following: * Developed and maintained accounting principles, practices and procedures * Produced accurate and timely consolidated financial statements on an IFRS and GAAP basis * Documented revenue recognition with respect to… Show more Commercial-stage molecular diagnostic company, focused on the discovery, development and commercialization of innovative products to improve the quality of life for cancer patients. Managed domestic and international staff of eight to deliver the following: * Developed and maintained accounting principles, practices and procedures * Produced accurate and timely consolidated financial statements on an IFRS and GAAP basis * Documented revenue recognition with respect to healthcare, pharma collaborations, grants, and trials * Monitored and analyzed department workflow and systems to develop more automated and efficient processes while maintaining a high level of accuracy * Ensured a clean and timely yearend audit to PCAOB standards in addition to quarterly SAS 100 reporting * Coordinated nineteen state and federal tax filings * Led a project to achieve SOX compliance * Assisted in the preparation and filing for an IPO Show less



PathCentral, Inc.

• Irvine, Ca

• Controller

  • Jul 2011 - Jul 2013

  Cost-effective, web-based anatomic pathology laboratory information system and reference pathology laboratory. Responsible for all areas relating to financial reporting and analysis * Provided accurate and timely financial statements * Created financial analyses under tight deadlines for financial reporting, sales, budget, and forecast activities * Documented revenue recognition for software as a service and healthcare in accordance with industry guidelines * Successfully… Show more Cost-effective, web-based anatomic pathology laboratory information system and reference pathology laboratory. Responsible for all areas relating to financial reporting and analysis * Provided accurate and timely financial statements * Created financial analyses under tight deadlines for financial reporting, sales, budget, and forecast activities * Documented revenue recognition for software as a service and healthcare in accordance with industry guidelines * Successfully transitioned 3rd party billing to XIFIN and implemented best practices to reduce days sales outstanding * Rapidly learned Medicare, Medicaid, and third party payor requirements * Provided financial due diligence support for successful sale of lab in November 2012 Show less Cost-effective, web-based anatomic pathology laboratory information system and reference pathology laboratory. Responsible for all areas relating to financial reporting and analysis * Provided accurate and timely financial statements * Created financial analyses under tight deadlines for financial reporting, sales, budget, and forecast activities * Documented revenue recognition for software as a service and healthcare in accordance with industry guidelines * Successfully… Show more Cost-effective, web-based anatomic pathology laboratory information system and reference pathology laboratory. Responsible for all areas relating to financial reporting and analysis * Provided accurate and timely financial statements * Created financial analyses under tight deadlines for financial reporting, sales, budget, and forecast activities * Documented revenue recognition for software as a service and healthcare in accordance with industry guidelines * Successfully transitioned 3rd party billing to XIFIN and implemented best practices to reduce days sales outstanding * Rapidly learned Medicare, Medicaid, and third party payor requirements * Provided financial due diligence support for successful sale of lab in November 2012 Show less



Colony Capital

• Irvine, CA

• Assistant Controller

  • 2010 - 2011

  Global real estate investment and advisory firm Managed a staff of eleven to deliver the following: * Created monthly financial reporting package for three affiliated companies * Ensured compliance with taxing authorities for 300 tax returns, 800 entities, and 1,200+ K-1s filed domestically and abroad * Forecast and analyzed investment management fees, real estate management fees, and asset management fees, taking into account leverage, commitment s. investment period and… Show more Global real estate investment and advisory firm Managed a staff of eleven to deliver the following: * Created monthly financial reporting package for three affiliated companies * Ensured compliance with taxing authorities for 300 tax returns, 800 entities, and 1,200+ K-1s filed domestically and abroad * Forecast and analyzed investment management fees, real estate management fees, and asset management fees, taking into account leverage, commitment s. investment period and anticipated realization * Oversaw the operations of the accounting department, including the monthly close and accounts payable Show less Global real estate investment and advisory firm Managed a staff of eleven to deliver the following: * Created monthly financial reporting package for three affiliated companies * Ensured compliance with taxing authorities for 300 tax returns, 800 entities, and 1,200+ K-1s filed domestically and abroad * Forecast and analyzed investment management fees, real estate management fees, and asset management fees, taking into account leverage, commitment s. investment period and… Show more Global real estate investment and advisory firm Managed a staff of eleven to deliver the following: * Created monthly financial reporting package for three affiliated companies * Ensured compliance with taxing authorities for 300 tax returns, 800 entities, and 1,200+ K-1s filed domestically and abroad * Forecast and analyzed investment management fees, real estate management fees, and asset management fees, taking into account leverage, commitment s. investment period and anticipated realization * Oversaw the operations of the accounting department, including the monthly close and accounts payable Show less



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• V.P. Finance/Controller and prior positions in the areas of Tax, Compliance, Audit, and Finance

  • 1994 - 2009

  Leading global bank Representative Accomplishments * Led financial due diligence, modeling, valuation and financial post merger integration for $50 million acquisition which enhanced and broadened market positioning * Developed and implemented finance integration plan to automate accounting functions using SAP, Hyperion Essbase and shared services resulting in increased accuracy, a tighter control environment, and the ability to provide meaningful results prior to month end *… Show more Leading global bank Representative Accomplishments * Led financial due diligence, modeling, valuation and financial post merger integration for $50 million acquisition which enhanced and broadened market positioning * Developed and implemented finance integration plan to automate accounting functions using SAP, Hyperion Essbase and shared services resulting in increased accuracy, a tighter control environment, and the ability to provide meaningful results prior to month end * Created comprehensive multi-currency financial model to evaluate performance and to justify expansion from three locations in two countries to nine locations in six countries which grew revenue from $8.8 million to $14 million per annum in less than two years * Designed global multi-currency metrics used to assess performance and allocate resources * Performed risk assessment oversight and developed monthly control process to substantiate compliance with SOX. Created Service Level Agreements to comply with transfer pricing requirements and to address Reg. 23A/B issues Show less Leading global bank Representative Accomplishments * Led financial due diligence, modeling, valuation and financial post merger integration for $50 million acquisition which enhanced and broadened market positioning * Developed and implemented finance integration plan to automate accounting functions using SAP, Hyperion Essbase and shared services resulting in increased accuracy, a tighter control environment, and the ability to provide meaningful results prior to month end *… Show more Leading global bank Representative Accomplishments * Led financial due diligence, modeling, valuation and financial post merger integration for $50 million acquisition which enhanced and broadened market positioning * Developed and implemented finance integration plan to automate accounting functions using SAP, Hyperion Essbase and shared services resulting in increased accuracy, a tighter control environment, and the ability to provide meaningful results prior to month end * Created comprehensive multi-currency financial model to evaluate performance and to justify expansion from three locations in two countries to nine locations in six countries which grew revenue from $8.8 million to $14 million per annum in less than two years * Designed global multi-currency metrics used to assess performance and allocate resources * Performed risk assessment oversight and developed monthly control process to substantiate compliance with SOX. Created Service Level Agreements to comply with transfer pricing requirements and to address Reg. 23A/B issues Show less



Kenneth Leventhal & Co (now Ernst and Young)

• Senior

  • Dec 1988 - May 1993

  Ernst & Young is a "Big 4" international accounting and consulting firm. Ernst & Young is a "Big 4" international accounting and consulting firm.



Coopers & Lybrand (now PriceWaterhouseCoopers)

• Staff Accountant

  • Jul 1987 - Dec 1988

  Coopers & Lybrand is a "Big 4" international accounting and consulting firm. Coopers & Lybrand is a "Big 4" international accounting and consulting firm.