2. Credentials and Affiliations
BS Business Administration
Accounting and Business Systems
University of Southern California
CPA, California (active license)
CITP, AICPA
CGMA, AICPA
Big-4 (EY & Deloitte) financial systems and enterprise risk management and controls consulting
Member, Information Systems Audit and Control Association (ISACA)
Member, AICPA
Member, California Society of CPA’s
Member, Association of Certified Fraud Examiners
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3. Strategic Focus and Expertise
Across Multiple Industry Segments
Combined executive management and consulting
experience adds multiple perspectives to business Acquisition Integration & Asset Disposition
case analytics and business solutions. Fraud Risk Assessment & Remediation
Systems Integration & Control Oversight
Experience across multiple industries and Business Process Design & Improvement
business segments [including health care, real Organizational Restructuring & Efficiency-
estate investment and property management, Based Cost Control
entertainment (motion picture and television Organizational Structure & Dynamics
production, music distribution), municipal and Business Transformation and Change
county government, and information technology Management
(manufacturing and computer systems support)]
Corporate Governance and Compliance
supports a broad approach and multiple views
Management
with regard to core business process flows,
application integration, and the most effective Financial Reporting (public, private)
merging of the two.
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4. Background in Summary
Combined Strategic and Tactical Experience as CFO, CAO, and COO
Technical Systems and Application Experience
◦ ERP and Financial System Implementation and Configuration Management
RealPage, SAP, PeopleSoft (Oracle), American Management Systems
Application planning, design and integration
Business case definition and analysis
◦ INTERNAL CONTROL & CORE BUSINESS PROCESS DESIGN AND RE-ENGINEERING
◦ PROJECT AND PROGRAM MANAGEMENT
Functional Finance & Accounting Experience
◦ Financial Reporting & General Accounting
Public and private entity reporting and analysis
Regulatory reporting (including annual, quarterly, and other regulatory filings)
Financial controls and GAAP compliance
Controllership responsibility in two public offerings (1 NASDAQ; 1 NYSE)
◦ FINANCIAL PLANNING AND ANALYSIS
◦ REPORTING AND TAX COMPLIANCE MANAGEMENT OVERSIGHT
GOVERNANCE AND STRATEGIC DECISION MAKING EXPERIENCE
◦ BOARD OF DIRECTORS ADVISORY SUPPORT ON CORPORATE GOVERNANCE AND METHODOLOGIES
◦ APPROACH TO ADVISORY SUPPORT STRONGLY INFLUENCED BY A TERM IN ELECTED PUBLIC OFFICE
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