Experience

VEDC

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Business Consultant then Program Manager

  • Jul 2012 - Present

  Van Nuys,CA; & Pacoima, CA; Reseda,CA Teach technical assitance training classes and provide one-on-one business consulting services to new and existing small business owners in many areas of business operations including finance,accounting,marketing, management,human resources, business and marketing plan preparation, and loan packaging. Manage staff in one location and oversee budgets and expenses for two locations.

• Director Of Busines Services

  • Feb 2012 - Present

  San Fenrnado Valley, CA Oversight of 4 Technical Assistance/Training Programs for the Largest 501 C 3 CDFI in the Los Angeles Area.

• Controller/Director of Finance

  • Jun 2005 - Jun 2012

  Van Nuys, CA •At various times have been responsible for overall supervision, recruiting and training of accounting, finance and MIS Staff, oversight of cleaning up general ledger discrepancies, and establishment and oversight of internal controls and accounting procedures. •Member of executive team in strategic planning and policy implementation •Negotiated with outside CPA’s and governmental auditors as chief liaison officer for over 50 audits in the last thirteen years •Oversight of MIS… Show more •At various times have been responsible for overall supervision, recruiting and training of accounting, finance and MIS Staff, oversight of cleaning up general ledger discrepancies, and establishment and oversight of internal controls and accounting procedures. •Member of executive team in strategic planning and policy implementation •Negotiated with outside CPA’s and governmental auditors as chief liaison officer for over 50 audits in the last thirteen years •Oversight of MIS functions and systems development using various software applications such as MS Office suite, ADP Payroll, MIP, and QuickBooks •In conjunction with the other executive staff, have provided oversight and/or assistance in departmental and agency budget administration.



Richard Lamb,MBA

• Personal & Business Financial Advisor

  • 1987 - Present

  Main Office -Southern California - Serving other Location, too Owner of part-time income tax and financial consulting practice. Provide business management, income tax, and financial planning and preparation services to small business owners and low-to-mid income level individuals in California, Texas, and the East Coast.



SFVAR-New Horizons

• Controller/Director of Finance

  • Oct 1998 - Jun 2005

  •At various times have been responsible for overall supervision, recruiting and training of accounting, finance and MIS Staff, oversight of cleaning up general ledger discrepancies, and establishment and oversight of internal controls and accounting procedures. •Member of executive team in strategic planning and policy implementation •Negotiated with outside CPA’s and governmental auditors as chief liaison officer •Oversight of MIS functions and systems development using various… Show more •At various times have been responsible for overall supervision, recruiting and training of accounting, finance and MIS Staff, oversight of cleaning up general ledger discrepancies, and establishment and oversight of internal controls and accounting procedures. •Member of executive team in strategic planning and policy implementation •Negotiated with outside CPA’s and governmental auditors as chief liaison officer •Oversight of MIS functions and systems development using various software applications such as MS Office suite, ADP Payroll, Loyus & Accpac •In conjunction with the other executive staff, have provided oversight and/or assistance in departmental and agency budget administration. Show less



Stanley Adler,CPA

• Senior Accountant/Office Manager

  • Oct 1993 - Oct 1998

  Tarzana, CA Senior Staff person of 7 person Sole Practioner CPA firm that provided business advisory services, business management services and income tax planning and preparation to small business and high middle-income individuals in the Southern California area.



Cal Eagle Insurance Co; Mission Insurance Group; General Reinsurance Corp

• Controller;Director of Administration;Reinsurance Accountant/Manager

  • Oct 1974 - Apr 1993

  Southern California and Atlanta, Georgia