Experience

Renew Financial

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President Corporate Controller

  • Oct 2016 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Finance

  • Jan 2013 - Oct 2016



Strategy&

• United States
• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • 2011 - 2012

  Lead Finance adviser and consultant on a multi-company hospital merger with combined revenues of $4B. Provided client with guidance for merger preparation and tailored implementation plans to effectively meet post-merger consolidation and integration goals. Drove G&A analysis to improve working capital on profitable growth initiative for an international specialty retailer with $600M in revenue. Rationalized the effectiveness and efficiency of a decentralized finance organization for a… Show more Lead Finance adviser and consultant on a multi-company hospital merger with combined revenues of $4B. Provided client with guidance for merger preparation and tailored implementation plans to effectively meet post-merger consolidation and integration goals. Drove G&A analysis to improve working capital on profitable growth initiative for an international specialty retailer with $600M in revenue. Rationalized the effectiveness and efficiency of a decentralized finance organization for a $5B company; developed operating model that reduced cost and streamlined planning process. Specializes in finance transformation, cost reduction, improving planning, reporting and finance operations for large organizations. 1. Finance Efficiency 2. Process Transformation 3. Merger Planning & Integration 4. Working Capital Improvement 5. Operating Model Show less Lead Finance adviser and consultant on a multi-company hospital merger with combined revenues of $4B. Provided client with guidance for merger preparation and tailored implementation plans to effectively meet post-merger consolidation and integration goals. Drove G&A analysis to improve working capital on profitable growth initiative for an international specialty retailer with $600M in revenue. Rationalized the effectiveness and efficiency of a decentralized finance organization for a… Show more Lead Finance adviser and consultant on a multi-company hospital merger with combined revenues of $4B. Provided client with guidance for merger preparation and tailored implementation plans to effectively meet post-merger consolidation and integration goals. Drove G&A analysis to improve working capital on profitable growth initiative for an international specialty retailer with $600M in revenue. Rationalized the effectiveness and efficiency of a decentralized finance organization for a $5B company; developed operating model that reduced cost and streamlined planning process. Specializes in finance transformation, cost reduction, improving planning, reporting and finance operations for large organizations. 1. Finance Efficiency 2. Process Transformation 3. Merger Planning & Integration 4. Working Capital Improvement 5. Operating Model Show less



TRX Training

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Director of Finance

  • 2009 - 2011

  Developed the Finance and Human Resource functions for an innovative fitness gear and training company ranked #108 on Inc. 500 list of high growth companies. Implemented accounting processes, controls on spending, and budgeting and reporting processes during a period of 100% plus annual revenue and headcount growth while managing a private equity raise and international expansion. Created forecasting model to manage cash position and drive strategic capital investments. Structured the… Show more Developed the Finance and Human Resource functions for an innovative fitness gear and training company ranked #108 on Inc. 500 list of high growth companies. Implemented accounting processes, controls on spending, and budgeting and reporting processes during a period of 100% plus annual revenue and headcount growth while managing a private equity raise and international expansion. Created forecasting model to manage cash position and drive strategic capital investments. Structured the company's international funding plan for the Netherlands, Brazil and Japan entities formed to effectively operate and sell in region. Established local banks, payroll service, accounting firms and 3PLs to handle sales fulfillment and value added tax compliance. Implemented operational changes allowing for continued growth without increased hiring; created cost effective pricing model for training courses delivered throughout the U.S. increasing operational efficiency by 50% and implemented online travel and expense reporting software, reducing back office processing by 30%. Managed the HR function while the company increased headcount 150%, implemented HR self service portal efficiently handling growth in headcount and benefit offerings, improved health benefit plans while saving 15% in benefit costs and implemented the company's first 401k plan. Led lease negotiations for the company's new headquarters. Show less Developed the Finance and Human Resource functions for an innovative fitness gear and training company ranked #108 on Inc. 500 list of high growth companies. Implemented accounting processes, controls on spending, and budgeting and reporting processes during a period of 100% plus annual revenue and headcount growth while managing a private equity raise and international expansion. Created forecasting model to manage cash position and drive strategic capital investments. Structured the… Show more Developed the Finance and Human Resource functions for an innovative fitness gear and training company ranked #108 on Inc. 500 list of high growth companies. Implemented accounting processes, controls on spending, and budgeting and reporting processes during a period of 100% plus annual revenue and headcount growth while managing a private equity raise and international expansion. Created forecasting model to manage cash position and drive strategic capital investments. Structured the company's international funding plan for the Netherlands, Brazil and Japan entities formed to effectively operate and sell in region. Established local banks, payroll service, accounting firms and 3PLs to handle sales fulfillment and value added tax compliance. Implemented operational changes allowing for continued growth without increased hiring; created cost effective pricing model for training courses delivered throughout the U.S. increasing operational efficiency by 50% and implemented online travel and expense reporting software, reducing back office processing by 30%. Managed the HR function while the company increased headcount 150%, implemented HR self service portal efficiently handling growth in headcount and benefit offerings, improved health benefit plans while saving 15% in benefit costs and implemented the company's first 401k plan. Led lease negotiations for the company's new headquarters. Show less



Washington Mutual Card Services

• Financial Services
• 1 - 100 Employee

• FVP, Finance Group Manager

  • 2003 - 2009

  Managed 20 staff with 3 direct reports in the loan accounting and financial reporting groups for the credit card division. Given full autonomy for establishing segment reporting procedures and creating financial reporting to support executive managers. Led the Providian to Washington Mutual finance integration; designed the cost center structure and revenue centers to track actual results versus plan for the card products/business lines. Subject matter expert and finance liaison on loan… Show more Managed 20 staff with 3 direct reports in the loan accounting and financial reporting groups for the credit card division. Given full autonomy for establishing segment reporting procedures and creating financial reporting to support executive managers. Led the Providian to Washington Mutual finance integration; designed the cost center structure and revenue centers to track actual results versus plan for the card products/business lines. Subject matter expert and finance liaison on loan processor transaction flow; business leaders routinely sought advice and guidance on marketing programs to determine the impact on GAAP accounting and financial reporting. Created a results driven environment resulting in significant projects driven to conclusion; designed key financial reports for senior executives while reducing report volume 75%. Restructured the loan accounting and financial reporting groups creating an efficient and goal driven department; reorganized work based on staff strengths and coached managers on staff development resulting in dissemination of functional knowledge and an environment of teamwork. Integrated the Insurance Agency finance function, centralized duplicative accounting and reporting processes and automated premium check issuance resulting in post integration staffing reduced 40%. Championed the reengineering of the Providian corporate accounting close reducing the timeline 50%. Established a reporting clearinghouse function to certify executive and regulatory reports; resulting in reduction of OCC special exam reporting requirements. Instrumental in the WaMu to Chase finance integration; designed and implemented the transition of credit card general ledger data Show less Managed 20 staff with 3 direct reports in the loan accounting and financial reporting groups for the credit card division. Given full autonomy for establishing segment reporting procedures and creating financial reporting to support executive managers. Led the Providian to Washington Mutual finance integration; designed the cost center structure and revenue centers to track actual results versus plan for the card products/business lines. Subject matter expert and finance liaison on loan… Show more Managed 20 staff with 3 direct reports in the loan accounting and financial reporting groups for the credit card division. Given full autonomy for establishing segment reporting procedures and creating financial reporting to support executive managers. Led the Providian to Washington Mutual finance integration; designed the cost center structure and revenue centers to track actual results versus plan for the card products/business lines. Subject matter expert and finance liaison on loan processor transaction flow; business leaders routinely sought advice and guidance on marketing programs to determine the impact on GAAP accounting and financial reporting. Created a results driven environment resulting in significant projects driven to conclusion; designed key financial reports for senior executives while reducing report volume 75%. Restructured the loan accounting and financial reporting groups creating an efficient and goal driven department; reorganized work based on staff strengths and coached managers on staff development resulting in dissemination of functional knowledge and an environment of teamwork. Integrated the Insurance Agency finance function, centralized duplicative accounting and reporting processes and automated premium check issuance resulting in post integration staffing reduced 40%. Championed the reengineering of the Providian corporate accounting close reducing the timeline 50%. Established a reporting clearinghouse function to certify executive and regulatory reports; resulting in reduction of OCC special exam reporting requirements. Instrumental in the WaMu to Chase finance integration; designed and implemented the transition of credit card general ledger data Show less



Providian Financial

• Financial Services
• 1 - 100 Employee

• Vice President, Finance Project Manager

  • 1997 - 2003

  Corporate accounting leader for the acquisitions due diligence and integration teams. Led several finance projects associated with streamlining and automating manual processes and starting up new businesses. Established the operating plan/budget for the foreign credit card business unit and defined the accounting procedures, foreign currency general ledger and financial reporting procedures. Drove stalled reconciliation automation project to completion when assigned as the lead… Show more Corporate accounting leader for the acquisitions due diligence and integration teams. Led several finance projects associated with streamlining and automating manual processes and starting up new businesses. Established the operating plan/budget for the foreign credit card business unit and defined the accounting procedures, foreign currency general ledger and financial reporting procedures. Drove stalled reconciliation automation project to completion when assigned as the lead project manager; focused on high risk accounts and became process expert to solve problems resulting in 60% staff reduction. Successfully marshaled resources to support the acquired portfolio interim servicing process; developed the accounting procedures related to due diligence, deal closing and interim servicing. Influenced change in largest vendor to provide more senior level support Directed the initial Sarbanes-Oxley (SOX) project documenting the key internal controls for the credit card loan accounting and reconciliation groups.

• Accounting Manager

  • 1993 - 1997

  Managed the legal entity accounting close, covenant compliance and board of directors and regulatory reporting for Providian National Bank. Directed securitization accounting and led the first accounting system conversion. Improved the securitization accounting timeline 25% and streamlined reporting enabling the existing staff to manage more securitization trusts. Led the conversion of 3 general ledger systems to one centralized ledger; designed standard accounting reports and conducted… Show more Managed the legal entity accounting close, covenant compliance and board of directors and regulatory reporting for Providian National Bank. Directed securitization accounting and led the first accounting system conversion. Improved the securitization accounting timeline 25% and streamlined reporting enabling the existing staff to manage more securitization trusts. Led the conversion of 3 general ledger systems to one centralized ledger; designed standard accounting reports and conducted training classes. Demonstrated leadership skills resulted in promotion from senior to manager.



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Revenue Agent

  • 1988 - 1993

  Audited financial records of manufacturing, retail and service organizations to determine the correct federal tax liabilities of corporate, partnership and individual tax returns. Audited financial records of manufacturing, retail and service organizations to determine the correct federal tax liabilities of corporate, partnership and individual tax returns.