Experience

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  Workers'​ Compensation Insurance Rating Bur...

  • Oakland, california

  • Managing Director, Finance

    • Jul 2005 - Present
    • Oakland, california

    As a passionate and agile leader, I oversee financial operations, short- and long-term planning, forecasting, cash and investment administration, employee retirement plan strategy and administration, insurance management, finance business continuity, corporate budgets, hybrid workspace strategy, ...

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  Embarcadero Federal Credit Union

  • Merged with Self Help FCU

  • Board Of Directors

    • Jan 1998 - Jan 2010
    • Merged with Self Help FCU

    Member of the Board of Directors and served as Chairperson from 2006-2008.

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  SAFE Security

  • San Ramon, CA

  • Controller

    • 2000 - 2005
    • San Ramon, CA

    Oversight of financial operations and external audits, including financial forecasting, intercompany accounts, bank debt reporting, and contract asset purchasing for privately held residential alarm financing and servicing company.

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  Unicon International

  • San Francisco, CA

  • Director, Finance

    • 1994 - 2000
    • San Francisco, CA

    Oversight of worldwide financial operations for over 20 entities and external audits, including foreign currency conversion reporting, financial forecasting, intercompany accounts, cash & debt management, partnership distributions, consolidations, and budgeting.

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  Saint Francis Memorial Hospital / Dignity Health

  • San Francisco, CA

  • Director Of Reimbursement

    • 1990 - 1994
    • San Francisco, CA

    Oversight of Reimbursement Accounting for all Hospital Revenue Payors. Closely collaborated with Business Office and Operational department heads to develop revenue reimbursement models and processes to ensure the accurate financial reporting of revenue based on a variety of Medicare, MediCal, a...

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  Lincoln Financial Advisors

  • San Ramon, CA

  • Administrative Operations Manager

    • 1980 - 1990
    • San Ramon, CA

    Served in a variety of full-time administrative operations positions in top tier insurance brokerage firm while attending college to earn B.S. degree.