Chief Financial Officer

• Oct 2013 - Present

First Steps Recovery is a full-continuum program specializing in addiction treatment, located in Clovis, CA. We are committed to the safety, comfort, and success of every resident that comes to us seeking treatment. My role has been managing the finances for several independent entities in the addiction treatment space, negotiating in-network contracts with insurance providers, creating efficiencies on the operational level, and planning the strategic growth of the organization with a data-driven approach. Show less

Chief Financial Officer

• Nov 2019 - Jan 2021

Co-Founder

• Jan 2014 - Dec 2017

Finance Exchange is a cloud based sales and lending platform that makes the process of financing small business customers efficient and transparent though a network of trusted lenders and investors. Our technology enables businesses of any size to offer, track and service monthly payment options for their customers. Finance Exchange is transforming the $900 Billion equipment financing market by leveraging technology to make the process of financing small business customers efficient and transparent though a network of trusted lenders and investors. Our innovative technology gives manufacturers, dealers and small business owners the sales and financing tools to connect their customers with lenders, thus creating the most transparent and low-cost funding options. Show less

VP of Finance

• Oct 2012 - Jul 2015

Plan, organize and direct all functions of the accounting department, including AR/AP, payroll, general ledger, month end close, and financial statement preparation. Manage a staff of four staff accountants/clerks while reporting directly to President and CEO. • Designed and implemented a strategic vision intended to increase corporate valuation culminating in a November 2013 acquisition from a larger competitor in the marketplace (Merry X-Ray Corp.) • Improved DSO from 37 days to 24 days • Developed an in-house leasing program to increase sales opportunities, generate residual income, and improve DSO • Increased YOY revenue by 29% • Increased YOY profit margins by 3.5% by successfully negotiating bulk purchase pricing • Advised and coordinated a 2012 method of accounting change in accordance with US GAAP • Refined internal controls and created new accounting policies and procedures to streamline the accounting process according to best practices • Trusted advisor to owners and shareholders on all financial and taxation-related issues stemming from their goal to be acquired by Merry X-Ray Corporation • Manage the hiring, training, and supervision of accounting, project management, and sales staff Show less

Founder / CEO

• Jun 2009 - Oct 2012

Assist small to mid-sized businesses with budgeting, financial projections, cash flow, financial statements, consolidations, job costing, variance analysis, internal controls, and other services. • Hired to formulate and implement the $200MM annual budget for a major tile distributor • Financially managed the startup of three new recreation franchises in Orange County, CA • Contracted to setup accounting systems and internal controls for a behavioral healthcare organization program now serving 150+ clients per month Show less

Controller

• Dec 2008 - Dec 2009

Truth Industries was an apparel brand within the action sports market of Southern CA (acquired by NOTW). I provided accounting expertise to a brand struggling with unhealthy debt to equity ratios. By cutting operating expenses by 18% we sustained financial viability long enough to complete a successful acquisition by a competitor that involved complicated subordinated and unsubordinated debt scenarios. • Cut operating expenses by 18% to sustain financial viability and prepare for acquisition • Increased positive cash flow by sourcing accounts receivable factoring • Responsible for implementing and monitoring $23MM operating budget • Initiated monthly cycle counts and quarterly physical inventory counts in accordance with GAAP • Monthly close and financial reporting Show less

Controller

• Oct 2005 - Dec 2008

Pacifica West Development is a boutique real estate development firm specializing in Self Storage and Commercial development projects. My main responsibilities included financial feasibility, securing equity investors, bank financing, construction budgeting, draw requests, and maintaining financials in accordance with US GAAP after opening. • Compiled over $147MM in assets while acquiring $110MM in construction loans • Responsible for monthly consolidated financial statement preparation for six entities • Prepared and submitted monthly draw requests for multiple development projects while saving the company over $100K by challenging unsubstantiated change order requests during tenure • Responsible for preparation and accuracy of five multi-million dollar construction budgets relied upon by project owners, capital partners, and lending institutions Show less

Staff Accountant

• Oct 2003 - Sep 2005

Managed and serviced the firm's clientele in the real estate, audit, and taxation departments. • Prepared financial statement compilations, reviews, and notes in accordance with GAAP • Researched and drafted technical accounting memos for clientele • Logged over 500 audit hours during tenure • 1031 Exchanges Managed and serviced the firm's clientele in the real estate, audit, and taxation departments. • Prepared financial statement compilations, reviews, and notes in accordance with GAAP • Researched and drafted technical accounting memos for clientele • Logged over 500 audit hours during tenure • 1031 Exchanges