Experience

Pango Group

• United States
• Real Estate
• 1 - 100 Employee

• Chief Administrative Officer

  • Aug 2023 - Present

• Senior Vice President of Finance

  • Jul 2015 - Sep 2023

  • Provide overall financial leadership and fiscal oversight of the Finance and Accounting function for a 270 employee, $60+million plus in revenue annually, 9 brand conglomerate • Responsible for Organizational wide budget preparation and presentation to the CEO, COO and President • Manage a staff of 9 accounting and finance professionals including Controller, Budget Analyst, 2 Junior Accountants, AP Associate, Senior Trust Banking Manager, 2 Trust Banking Associates and Project Manager… Show more • Provide overall financial leadership and fiscal oversight of the Finance and Accounting function for a 270 employee, $60+million plus in revenue annually, 9 brand conglomerate • Responsible for Organizational wide budget preparation and presentation to the CEO, COO and President • Manage a staff of 9 accounting and finance professionals including Controller, Budget Analyst, 2 Junior Accountants, AP Associate, Senior Trust Banking Manager, 2 Trust Banking Associates and Project Manager • Deep variance analysis and evaluation of vendor relationships to ensure up to date pricing models and service levels • Creation of ad hoc reports and analysis based on needs of the CEO, COO and President. • Provide guidance to other departments in the absence of Senior Leadership • Implemented paperless office as part of environmental impact reduction as an efficiency • Developed staff presentation skillset to be able to present Accounting concepts to other departments to increase financial literacy of entire organization • Coordinated 5 new office openings with Facilities Manager • Manage Banking Relationship with City National Bank company wide • Coordinated and led Automation of Commission project for accuracy and efficiency



211 LA

• United States
• Information Services
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2014 - Apr 2015

  Responsible for overall financial health and management of the agency as part of the Leadership Team. Additionally my role includes The Development of the organization by way of the Strategic plan for the next 3 - 5 years. This will be accomplished through a combination of Grant Management; development of a software package and; collaborating with my peers through innovative financial tools available to the non profit sector. Responsible for overall financial health and management of the agency as part of the Leadership Team. Additionally my role includes The Development of the organization by way of the Strategic plan for the next 3 - 5 years. This will be accomplished through a combination of Grant Management; development of a software package and; collaborating with my peers through innovative financial tools available to the non profit sector.



C40 Cities

• United Kingdom
• Non-profit Organizations
• 200 - 300 Employee

• Director of Financial Management

  • Aug 2013 - Sep 2014

  Responsible for creating, managing and monitoring all Budgets - Division wide for 3 year period for presentation to Funders and Management team Responsible for all Financial Transactions in the organization Manage Budgets with various Directors Prepare the Financial Board Report to the Board of Directors Work with Professional Employment Organization for Global Staff in over 12 countries covering all 7 continents Managed all Credit Cards, wrote Policies, created flow charts for… Show more Responsible for creating, managing and monitoring all Budgets - Division wide for 3 year period for presentation to Funders and Management team Responsible for all Financial Transactions in the organization Manage Budgets with various Directors Prepare the Financial Board Report to the Board of Directors Work with Professional Employment Organization for Global Staff in over 12 countries covering all 7 continents Managed all Credit Cards, wrote Policies, created flow charts for end user to ensure compliance Credit Card Allocation, Reconciliation Responsibilities Created the employee coding system for Organization to ensure ease of use for allocation and to create reporting in Excel using Pivot tables Responsible for Auditing and re creating new budget templates for a 3 year funding period for Major Funders- total secured for period was USD$30 million. Daily AP and AR when necessary Show less Responsible for creating, managing and monitoring all Budgets - Division wide for 3 year period for presentation to Funders and Management team Responsible for all Financial Transactions in the organization Manage Budgets with various Directors Prepare the Financial Board Report to the Board of Directors Work with Professional Employment Organization for Global Staff in over 12 countries covering all 7 continents Managed all Credit Cards, wrote Policies, created flow charts for… Show more Responsible for creating, managing and monitoring all Budgets - Division wide for 3 year period for presentation to Funders and Management team Responsible for all Financial Transactions in the organization Manage Budgets with various Directors Prepare the Financial Board Report to the Board of Directors Work with Professional Employment Organization for Global Staff in over 12 countries covering all 7 continents Managed all Credit Cards, wrote Policies, created flow charts for end user to ensure compliance Credit Card Allocation, Reconciliation Responsibilities Created the employee coding system for Organization to ensure ease of use for allocation and to create reporting in Excel using Pivot tables Responsible for Auditing and re creating new budget templates for a 3 year funding period for Major Funders- total secured for period was USD$30 million. Daily AP and AR when necessary Show less



ACCE Instutute

• Los Angeles, CA

• Director of Finance & Operations

  • Mar 2013 - Aug 2013

  • Responsible for all statewide (California) operations and financial processes; 30 employees in 6 office locations; a 501c3 organization and a related 501c4 entity. • Part of the 3 person Senior Management Team • Create and manage all grant contracts, reporting and budgets • Supervise Operations Manager and Administrative Assistant • Yearly Tax filings, Audit and compliance issues including Insurance. • Responsible for all statewide (California) operations and financial processes; 30 employees in 6 office locations; a 501c3 organization and a related 501c4 entity. • Part of the 3 person Senior Management Team • Create and manage all grant contracts, reporting and budgets • Supervise Operations Manager and Administrative Assistant • Yearly Tax filings, Audit and compliance issues including Insurance.



Communities for a Better Environment

• Non-profit Organizations
• 1 - 100 Employee

• Director of Finance and Operations

  • Jul 2010 - Mar 2013

  • Responsible for all financial and operational management issues for 28 employees in 3 office locations for the environmental justice non-profit. • Part of 6 person management team that works on Strategic Planning and Budget • Manage a staff accountant and two office assistants • Review and manage all Insurance Policies • Reorganized the Financial Reporting System to better reflect true costs of running program activities • Report quarterly to the Board of Directors • Responsible for all financial and operational management issues for 28 employees in 3 office locations for the environmental justice non-profit. • Part of 6 person management team that works on Strategic Planning and Budget • Manage a staff accountant and two office assistants • Review and manage all Insurance Policies • Reorganized the Financial Reporting System to better reflect true costs of running program activities • Report quarterly to the Board of Directors



Social & Environmental Entrepreneurs

• Calabasas, CA

• Director of Finance

  • Mar 2004 - Jun 2010

  • Accountable for all financial transactions and management that affect 75 different projects and 25 employees in 5 States, including auditing projects through site visits • General Journal Entries, Adjustments, Check Issuance, Tax Compliance, Wires, External Yearly Audit for the 501c3 • Responsible for preparing financial reports and presenting them to Board of Directors; Setting potential direction of growth each year • Re-branded organization in 2009 to reflect growth and… Show more • Accountable for all financial transactions and management that affect 75 different projects and 25 employees in 5 States, including auditing projects through site visits • General Journal Entries, Adjustments, Check Issuance, Tax Compliance, Wires, External Yearly Audit for the 501c3 • Responsible for preparing financial reports and presenting them to Board of Directors; Setting potential direction of growth each year • Re-branded organization in 2009 to reflect growth and professionalism • Responsible for reviewing and managing all insurance policies • Manage and directly supervise one employee Show less • Accountable for all financial transactions and management that affect 75 different projects and 25 employees in 5 States, including auditing projects through site visits • General Journal Entries, Adjustments, Check Issuance, Tax Compliance, Wires, External Yearly Audit for the 501c3 • Responsible for preparing financial reports and presenting them to Board of Directors; Setting potential direction of growth each year • Re-branded organization in 2009 to reflect growth and… Show more • Accountable for all financial transactions and management that affect 75 different projects and 25 employees in 5 States, including auditing projects through site visits • General Journal Entries, Adjustments, Check Issuance, Tax Compliance, Wires, External Yearly Audit for the 501c3 • Responsible for preparing financial reports and presenting them to Board of Directors; Setting potential direction of growth each year • Re-branded organization in 2009 to reflect growth and professionalism • Responsible for reviewing and managing all insurance policies • Manage and directly supervise one employee Show less