Experience

Pacific Legacy, Inc.

• United States
• Environmental Services
• 1 - 100 Employee

• Director of Finance and Business Management

  • Apr 2022 - Present

  El Dorado Hills, California, United States



California Accounting (A Division of the Hawaii Group)

• President

  • Jan 2019 - Present

  Sacramento, California Area With clients in restaurants, hospitality, health care, non-profit, energy, contractors, professional services, education, agriculture and beyond, California Accounting is proud to confidently support the diverse needs in California. From full-service back office outsourcing to a-la-carte analysis and reporting, California Accounting offers the mix of services local businesses need — delivered with decades of experience by a qualified, professional, reliable, local CPA team Northern California… Show more With clients in restaurants, hospitality, health care, non-profit, energy, contractors, professional services, education, agriculture and beyond, California Accounting is proud to confidently support the diverse needs in California. From full-service back office outsourcing to a-la-carte analysis and reporting, California Accounting offers the mix of services local businesses need — delivered with decades of experience by a qualified, professional, reliable, local CPA team Northern California can trust! Show less



The Hawaii Group

• United States
• Individual and Family Services
• 1 - 100 Employee

• CFO

  • Apr 2017 - Dec 2019

  Honolulu, HI Offering everything from accounting, finance, health care and operational support to staffing and recruiting, The Hawaii Group provides the holistic structure and support you need. Core principles of integrity, transparency, and dedicated customer service pervade—fostering a culture of positivity and garnering accolades state-wide. The Hawaii Group family of companies is a resource you can bank on now and well into the future.



Toolwire

• United States
• E-Learning Providers
• 1 - 100 Employee

• Vice President, Finance

  • Jun 2014 - Mar 2017

  Pleasanton, CA Led the finance organization, including accounting, financial planning and analysis, budgeting, cash management, strategic goals and objectives, financial reporting and the monthly presentation to the Board of Directors.

• Senior Director of Business Operations

  • Jan 2014 - May 2014

  Pleasanton, CA Ran the project management team that directed multiple $300K+ projects. As a team, we worked to streamline the development process, which resulted in halving the cost of an individual project and shortening the overall time to complete the development. Calculated and reported the costs of each project on a weekly basis to cross-functional team and emphasized cost-effectiveness across all business functions. Purchase and leasing of $500K+ equipment for Toolwire’s data center.

• Director, Sales and Business Operations

  • Apr 2011 - Dec 2013

  Pleasanton, CA Sales forecasting, vetting and validating of sales proposals and contracts for financial, legal, and operational integrity. Coordination and preparation of Board package, including monthly financials, for monthly Board of Directors meetings.



Zephyr Associates, Inc.

• Corporate Controller

  • Nov 2007 - Apr 2011

  Zephyr Cove, NV Brought on to establish all accounting policies, procedures, and internal controls. Established and prepared `monthly financial statement package for Board of Directors. Presented the financial statements at annual shareholder meetings. Coordinated the annual budget process and the development of monthly, quarterly, annual, and 3-year forecasts.



Video Products Distributors

• Entertainment Providers
• 1 - 100 Employee

• Controller

  • May 2002 - Nov 2007

  Folsom, CA Daily cash management, including quarterly covenant compliance of a $60M line of credit. Preparation of monthly and quarterly financial statement package for company and five related real estate entities. Management of Accounts Payable and Co-op Advertising departments.



Gilbert Associates, Inc.

• United States
• Architecture and Planning
• 1 - 100 Employee

• Senior Associate

  • Jun 1998 - May 2002

  Sacramento, CA Management and supervision of audits including the organization of the staff auditors, review of work, preparation of financial statements, and presenting audit report to clients. Preparation of individual, partnership, and corporate tax returns.