Experience

San Diego County Employees Retirement Association

• United States
• Government Administration
• 1 - 100 Employee

• Internal Audit Manager

  • Mar 2015 - Present

  San Diego, CA Under the 805 bridge. Internal Audit Manager at SDCERA, an $11 billion public pension fund.



Control Solutions International

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Project Manager

  • May 2005 - Feb 2015

  Project Manager for this internal audit consulting firm. I manage internal audit and SOX projects from start to finish. I have performed all Sarbanes-Oxley compliance procedures from engagement planning through remediation for a variety of major corporations. • Creation and preparation of Audit Plans, Narratives, Walkthroughs, Testing, Remediation and Audit Reports for SOX 404 implementations. • SOX 404 clients included Cubic, Qualcomm, Leap Wireless, Ivanhoe Energy, Commerce… Show more Project Manager for this internal audit consulting firm. I manage internal audit and SOX projects from start to finish. I have performed all Sarbanes-Oxley compliance procedures from engagement planning through remediation for a variety of major corporations. • Creation and preparation of Audit Plans, Narratives, Walkthroughs, Testing, Remediation and Audit Reports for SOX 404 implementations. • SOX 404 clients included Cubic, Qualcomm, Leap Wireless, Ivanhoe Energy, Commerce Energy, Phoenix Footwear, Goldcorp and Metalline Mining. • Internal Audit clients included the Zoological Society of San Diego, Qualcomm, Northrop Grumman and Breitburn Energy. Show less



Advanced Marketing Services, Inc., San Diego, California

• Manager, Financial Reporting

  • Aug 2003 - Apr 2005

  Prepared all SEC filings for this $1 billion per year distributor and publisher of books. Drafted SEC statements in an environment of extremely complex legal and accounting issues. • Restated financials for the preceding seven years. • Prepared monthly internal reporting package, audit committee reports and management dashboards. • Acted as principal liaison with independent auditors, corporate and field finance. • Drafted forms 10-Q, 10-K, 8-K, and financial press releases.



Peregrine Systems, Inc., San Diego, California

• Consultant/Senior Accountant

  • Aug 2001 - Aug 2003

  Began working for Peregrine in connection with their restatement of prior year earnings and the SEC and Justice Department investigations of their revenue recognition policies. • Restated revenue under SOP 97-2. Prior year revenue was reduced from $822 million to $450 million. • Reconciled intercompany accounts for 40 foreign entities. • Performed foreign currency translations, reconciliations and bankruptcy reporting.



Entrada Networks, Inc.

• United States
• Business Consulting and Services

• Manager of Financial Reporting

  • Aug 2000 - Sep 2001

  Managed budgeting, forecasting and SEC reporting for this 140-employee Storage Area Network company. Principal source of information and liaison with independent auditors and due diligence auditors. Originated the business planning, budgeting and forecasting process. • Created initial business plan and budgets for the company, including three business units and 22 departments. • Produced “Road Show” presentations and Board presentations. • Drafted forms 10-Q, 10-K, 8-K, and… Show more Managed budgeting, forecasting and SEC reporting for this 140-employee Storage Area Network company. Principal source of information and liaison with independent auditors and due diligence auditors. Originated the business planning, budgeting and forecasting process. • Created initial business plan and budgets for the company, including three business units and 22 departments. • Produced “Road Show” presentations and Board presentations. • Drafted forms 10-Q, 10-K, 8-K, and financial press releases. Show less



PETCO Animal Supplies, Inc.

• United States
• Ranching

• Manager of Financial Reporting

  • Jun 1999 - Aug 2001

  Direct financial support for the SVP Finance & CFO, and the VP Finance, of this $1 billion retailer with 11,000 employees in over 500 stores in 40 states and Canada. • Developed a monthly financial presentation for corporate officers’ meeting, emphasizing budget and forecast variances. Managed the follow-up of action items generated. • Created accounting procedures for asset impairment, revenue and expense recognition, receivable inventory and store closure reserves and FAS121… Show more Direct financial support for the SVP Finance & CFO, and the VP Finance, of this $1 billion retailer with 11,000 employees in over 500 stores in 40 states and Canada. • Developed a monthly financial presentation for corporate officers’ meeting, emphasizing budget and forecast variances. Managed the follow-up of action items generated. • Created accounting procedures for asset impairment, revenue and expense recognition, receivable inventory and store closure reserves and FAS121 impairment analysis. • Managed the external reporting cycle from planning through submission to the SEC and financial printer, including preparation of all footnotes and disclosures. • International joint venture accounting and reporting. Show less



Proxima Corporation

• United States
• Appliances, Electrical, and Electronics Manufacturing

• Senior Financial Analyst

  • Apr 1993 - Jun 1999

  Financial analyst and accountant for the VP Finance and CFO of this $170 million developer and manufacturer of LCD display products. • Represented the company in the IRS audit process, eliminating a $1.3 million audit finding. • Identified aggressive tax accounting positions that saved several hundred thousand dollars in taxes, particularly with respect to the Foreign Sales Corporation and Research Credit. • Consolidated financial statements in conformity with GAAP.



General Atomics

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Senior Financial Analyst

  • Jun 1987 - Feb 1993

  Held a range of positions with this technology and engineering company. - Goverment rate and cost proposals. - Interaction with DCAA regarding audit results and indirect rates. - Divisional Controller, managing a large overhead cost pool. - Preparation of numerous large, complex government contract proposals. - Extensive experience in business planning, acquisition analysis, and due diligence auditing.



Price Waterhouse

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Aug 1984 - May 1987

  Worked in both the Audit and Tax Departments. - Preparation of numerous corporate, partnership and individual tax returns. - Financial audits of a variety of companies.