Bio
Experience
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Owner
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Owner
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Aug 2005 - Present
As sole proprietor, responsible for providing consulting services to organizations. Areas of expertise include the following:• Evaluation of accounting processes including the development of workable action plans (with management input and concurrence) to improve internal controls and mitigate id...
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United States
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Financial Services
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700 & Above Employee
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Vice President, Finance
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Mar 1996 - Jul 2005
Responsibility for administering the financial planning and analysis activities as well as oversight of the internal control environment for AESC-P Operations and the North American telephone call centers.• Financial planning and analysis responsibilities include coordination of the budget/forecasts (over $450 million combined annually) for AESC-P and the telephone network requiring close partnership with the regional senior vice president, the business leaders of the various operations areas across the U.S., the multiple business units and Headquarters staff to meet the strategic financial objectives of American Express.• Internal control responsibilities include conducting risk assessments with the operations groups and ensuring appropriate processes to monitor critical controls are in place and are being administered effectively.
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Director of Financial Control
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Jul 1993 - Feb 1996
Responsibility for consolidating the financial control departments located throughout the world for the Travel Related Services Company into the Financial Resource Center in Phoenix. • Management of all migration/consolidation activities as well as directing the project team comprised of AmEx staff and E&Y consultants. This included reviewing migration plans for feasibility, obtaining commitments from the decision makers in the foreign markets, eliminating barriers to task completion, and negotiating the final service level agreements with the markets.• Accountability for each market's day-to-day financial control operations as each migration was completed. The markets included the U.S., Canada, Mexico, Argentina, Brazil, and the Caribbean. • Direct working relationship with the various markets data processing and systems development groups in coordinating the ongoing implementation plans of new products.
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Education
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1971 - 1974Arizona State University
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Alhambra High School
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