Experience

City of Novato

• United States
• Government Administration
• 1 - 100 Employee

• Finance Director

  • Jul 2023 - Present



Sunnyvale Community Services

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

• Chief Financial Officer

  • Jul 2016 - Oct 2021



Eichler Swim and Tennis Club

• Palo Alto, CA

• Financial Consultant

  • Jan 2012 - Nov 2018

  -Provide the Board of Governors ("BOG") Treasurer with monthly financial reports and variance analyses for monthly BOG meetings, as well as any custom reports requested by the Treasurer. May attend BOG meetings quarterly to discuss financials. -Work with manager on payroll contracts, review monthly payroll. -Participate in yearly budget setting with BOG for annual meeting and quarterly updates as requested. -Review dues revenue to make sure revenue targets are met. Work with Club Manager to review delinquent dues and help streamline dues collection process (i.e., credit card, PayPal, etc.) -Participate in periodic examination and review of books prompted by Treasurer, BOG or outside entities. -Participate in capital improvement project financing and facilities planning. -Assist Club Manager in financial training necessary for him/her to perform financial tasks. -Work with Swim Team Committee to properly report Swim Team financials and incorporate them into ESTC's financial reports. -Provide tax information to Tax Accountant. Understand Eichler's 501 (c) 7 non-profit status and related compliance issues. -Proactively review expenses and suggest improvements to the club. -Assist BOG in developing filing systems for financial records consistent with company policy and regulatory requirements. -Prepare all bills for payment in a timely manner. -Reconcile monthly bank statements for all bank accounts. -Prepare annual audit for Workers' Compensation Insurance. -Prepare annual 1099 forms for independent contractors. Show less



Institute for the Future

• United States
• Research Services
• 1 - 100 Employee

• Financial Consultant

  • Aug 2013 - Apr 2015

  - Assist in financial and project accounting using Sage 500 ERP Accounting System - Assist in planning and implementation of the new accounting department - Assist in financial and project accounting using Sage 500 ERP Accounting System - Assist in planning and implementation of the new accounting department



Go-Factory

• San Francisco, CA

• Financial Consultant

  • Aug 2012 - Feb 2014

  - Gathered, organized, and populated raw financial data and set up company's books using Quickbooks Pro2012 for future and ongoing bookkeeping - Provide consulting services in areas related to accounting method, accounting practices related to LLC business structure, and tax related issues - Gathered, organized, and populated raw financial data and set up company's books using Quickbooks Pro2012 for future and ongoing bookkeeping - Provide consulting services in areas related to accounting method, accounting practices related to LLC business structure, and tax related issues



Bank of America

• United States
• Banking
• 700 & Above Employee

• VP and Manager of Finance

  • May 1993 - Feb 1997



Salomon Brothers Inc

• New York, N.Y.

• Senior Financial Accountant

  • Nov 1991 - Feb 1993



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Financial and Computer Auditor

  • Sep 1988 - Apr 1991