Experience

Maryvale

• United States
• Individual and Family Services
• 100 - 200 Employee

• Vice President Finance

  • Apr 2022 - Present

  Rosemead, California, United States



Wayfinder Family Services

• United States
• Individual and Family Services
• 100 - 200 Employee

• Vice President, Finance

  • Nov 2018 - Apr 2022

  Greater Los Angeles Area



Ketchum

• United States
• Public Relations and Communications Services
• 700 & Above Employee

• Senior Vice President, Finance

  • Jun 2006 - Oct 2018

  Los Angeles, California - Member of executive leadership team responsible for financial management of sports and entertainment division of top 5 global PR agency - Managed and supported staff across seven U.S. locations and London - Oversaw topline growth of 150% and consistently produced one of the highest profit margins in the agency - Acted as a finance and operations consultant for senior leadership and client account directors and as liaison to the CFO and Corporate Finance department - Developed and… Show more - Member of executive leadership team responsible for financial management of sports and entertainment division of top 5 global PR agency - Managed and supported staff across seven U.S. locations and London - Oversaw topline growth of 150% and consistently produced one of the highest profit margins in the agency - Acted as a finance and operations consultant for senior leadership and client account directors and as liaison to the CFO and Corporate Finance department - Developed and managed annual revenue, expense, payroll and staff capacity plans - Developed and analyzed metrics for income forecasting, expense tracking, staff utilization and overall performance - Negotiated and oversaw the execution of contracts for major agency clients, including Samsung, PepsiCo, and Procter & Gamble - Developed line of business income tracking and staffing model to enable better insights into growth and profitability - Developed process for tracking committed expenses to improve cash management through more timely billing and to significantly reduce the risk of write-offs - Oversaw the financial transition of an acquired entertainment agency and the consolidation of the company’s separate sports and entertainment divisions into a single profit center - Led a team of finance professionals responsible for client billing, accounts payable, accounts receivable and financial reporting

• Vice President, Finance & Operations

  • Mar 2001 - Jun 2006

  Los Angeles, California - Responsible for budgeting and managing expenses and profitability for the Los Angeles and San Francisco offices of a top 5 global PR agency - Developed a reporting tool to consolidate budget information for all region offices and enable a more dynamic forecasting process - Designed and implemented clear financial and administrative processes to enable better expense management and improve profitability - Instrumental in the consolidation of the agency’s two California offices into a… Show more - Responsible for budgeting and managing expenses and profitability for the Los Angeles and San Francisco offices of a top 5 global PR agency - Developed a reporting tool to consolidate budget information for all region offices and enable a more dynamic forecasting process - Designed and implemented clear financial and administrative processes to enable better expense management and improve profitability - Instrumental in the consolidation of the agency’s two California offices into a single profit center - Coordinated transition of Sheppard Associates to Ketchum’s finance and operations systems post acquisition - Responsible for logistics and budgeting for two major facilities relocations - Managed a finance staff responsible for accounts payable and financial reporting and local facilities and administrative teams and provided local oversight for IT



Sheppard Associates

• Vice President/Employee Communications Consultant

  • Sep 1999 - Feb 2001

  Glendale, California Agency acquired by Ketchum - Developed internal communication strategies for corporate clients in support of major changes (e.g., mergers, layoffs, benefits changes); clients included Boeing, Nike, Franklin Templeton, Broadvision - Conducted employee focus groups for corporate clients and analyzed and presented results to senior management - Coordinated with creative design and digital staffs to produce collateral materials and tools in support of clients’ communications goals -… Show more Agency acquired by Ketchum - Developed internal communication strategies for corporate clients in support of major changes (e.g., mergers, layoffs, benefits changes); clients included Boeing, Nike, Franklin Templeton, Broadvision - Conducted employee focus groups for corporate clients and analyzed and presented results to senior management - Coordinated with creative design and digital staffs to produce collateral materials and tools in support of clients’ communications goals - Created new business proposals and participated in sales pitches to prospective clients Show less



Duke Energy Corporation

• United States
• Utilities
• 700 & Above Employee

• Communications Manager, Customer Service

  • Sep 1997 - Aug 1999

  Charlotte, North Carolina - Directed a team of communications professionals responsible for internal and external communications activities for the customer services department of a major utility ranked #1 in customer satisfaction by Fortune in 1997 and 1998 - Designed and executed a communication strategy for effectively communicating with 900 employees dispersed throughout a 20,000-mile service area - Member of strategic reorganization team charged with identifying $1.5 milion in annual savings for the… Show more - Directed a team of communications professionals responsible for internal and external communications activities for the customer services department of a major utility ranked #1 in customer satisfaction by Fortune in 1997 and 1998 - Designed and executed a communication strategy for effectively communicating with 900 employees dispersed throughout a 20,000-mile service area - Member of strategic reorganization team charged with identifying $1.5 milion in annual savings for the department; developed employee communication plan in support of the plan

• Regional Communications Process Leader

  • Sep 1995 - Aug 1997

  Greensboro, North Carolina - Acted as the local communication consultant for the region’s senior leadership team and set policies for departmental communication in alignment with Corporate Communication standards - Created and implemented integrated communication plans in support of major organizational restructuring efforts, including the division’s shift from a region-based structure to a matrix organization - Designed and executed crisis communication strategies in response to hurricanes and major storms

• Communications and Community Relations Specialist

  • Sep 1991 - Sep 1995

  Charlotte, North Carolina Managed corporate educational services program, including K-12 energy education efforts, educator workshops and outreach, public-private partnerships, corporate contributions, advertising and promotions, and employee volunteerism efforts