Experience

California Forward

• United States
• Public Policy Offices
• 1 - 100 Employee

• Accounting Controller

  • 2008 - Present

  Controller Controller



Hercules Democratic Club

• Treasurer

  • Oct 2019 - Dec 2020



Third Plateau

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Director and Controller

  • Jan 2019 - Dec 2020



Leventhal/Kline Management Inc.

• Non-profit Finance/Manager/Controller

  • Jul 2005 - Dec 2018

  Providing turnkey financial operations support and serving progressive Private foundations, Operating non-profits, Federal PACS (501 (c) 3's, C4- C3 tandems). Our team provides all phases of non-profit management including organizing strategies, board formation and governance and ongoing financial operations support, grant making, budgets and forecasts, financial reporting, insurance, employee benefits including payroll, vendor payments, financial audit, compliance and review support; production, fund and project accounting. Show less



V-Day

• International Affairs
• 1 - 100 Employee

• Consultant - Finance

  • Jul 2005 - Mar 2008



BAVC

• Interim Controller

  • 2006 - 2006

  Bay Area Video Coalition Assisted CFO, HR and finance during transition and hire of permanent controller. Bay Area Video Coalition Assisted CFO, HR and finance during transition and hire of permanent controller.



San Francisco Opera

• United States
• Performing Arts
• 200 - 300 Employee

• Controller

  • Sep 2000 - May 2005

  Annual budget of over $65 Million. Managed finance team in fast paced environment. Oversaw all aspects of annual audit . Strengthened and implemented internal controls to comply with SOX and NIA, GAAP, FASB, and SAS'es. Provided financial analysis of actuarial studies for defined contribution pension, pooled income funds and self insured and post retirement benefit plan liabilities and expenses. Managed line of credit of >$20 mil, provided daily cashflow projections. Provided reporting on endowment activities to board and donors, maintained restricted funds & operating leases. Oversaw 10 day close of financial reporting periods. Created custom project, interim financial, investment and cash flow reports. Prepared annual corporate returns (990, 199) and relevant statements for 4 related entities. Oversaw preparation of information return and census data. Provided analysis and extensive accounting for capital purchases, pledges (FASB 117) , deferred revenues and prepaid expenses over multiple years, projects and funds. Show less



Calyx & Corolla

• Director of Finance

  • Jan 1993 - Sep 2000



Bregante & Co.

• Staff Accountant

  • Jan 1992 - Jan 1993



The Stitzel Companies

• Senior accountant/Assistant to the CFO

  • May 1990 - Jan 1992

  Full charge accounting for 6 consolidated Stitzel entities including Stitzel Development and Stitzel Leasing companies. Full charge accounting for 6 consolidated Stitzel entities including Stitzel Development and Stitzel Leasing companies.



Landels, Ripley & Diamond

• Special projects manager

  • Aug 1988 - Mar 1990



Hi-Tech Public Relations

• Accounting Manager

  • May 1985 - May 1988