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Innovative leader, with emphasis on delivering a repeatable and scalable business model and organization. Team builder, facilitating vision workshops, long-term forecast & strategies, business plans, and budgets. Proponent of outsourcing non-core competencies to cloud-based solutions.  Experience in manufacturing, healthcare, and software.

Work experience

Feb 2011Present


PAX Water Technologies

Based on award winning technologies, PAX Water provides solutions to restore and maintain high quality drinking water.

Create a scalable infrastucture to support future growth and product expansion

  • Led workshops to create a Vision, Mission & Values statement, Business Model, and Operating Plan
  • Outsourced accounting and HR functions to trusted external sources
  • Implemented fully integrated ERP on the platform including:
    • Salesforce CRM
    • General and manufacturing accounting
    • Project management, time & expense reporting
    • Automated approvals & electronic storaged of all key documents
  • Achieved revenue and profit growth anomalous for this industry
  • Recruited key resources to sustain continued growth
  • Upgraded bank and external accountant resources to support global expansion

Interim CFO and Team Leader for Support Services

Menlo Park Presbyterian Church

135 year old Bay area non-profit with three locations and 4,000 weekly attendees.

Manage accounting, HR, IT and Facilities functions and led strategic planning team.

  • Designed and initiated a strategic planning process tailored to the needs of this 135 year old organization.
  • Implemented capital governance, providing visibility and financial oversight for multi-million dollar facilities projects.
  • Increased the role and impact of the CFO position through creative reporting solutions and strategic contributions.


Powis Parker, Inc.

$23M manufacturer of patented binding solutions for office and graphics arts products.

Directed financial, manufacturing and sales operations of niche manufacturer with worldwide distribution.

  • Resolved accounting issues and restored bank confidence, resulting in renewal of credit facility.
  • Completed implementation of Oracle Financials.
  • Secured $2.5 million of additional credit over three rounds to fund new product development.
  • Negotiated multinational partner agreements to launch new products with Xerox and FujiFilm.
  • Established Advisory Team consisting of Bay Area business leaders.

Finance Director

Kaiser Permanente

$1.5B technology division of $30B Health Maintenance Organization.

Improved Finance and accounting operations in key areas while reporting to the divisional CFO, with dotted line responsibility to the Corporate CFO, health division CFO’s and other senior leaders.

  • Implemented PeopleSoft Budgeting and rolled out budget process for 450 managers.
  • Created accounting team and process to manage 300 concurrent software development initiatives.
  • Partnered with Operations group to deploy financial tracking functionality in Peregrine Asset Center software, managing $600M in technology assets.

Manager - General Accounting

TIBCO Software

$300M provider of Integration and process management software solutions.

Managed US accounting office including GL, AP, fixed assets, cash management, and payroll.

  • Directed Oracle 11i rollout of payables, assets, cash management, and online expenses.
  • Instituted best practices in core accounting functions, reducing data entry by 20% and eliminating keystroke errors.
  • Crafted $12 million restructure plan for board approval in accordance with GAAP requirements. 

General Manager

Transaction Graphics

VC-funded web-based digital check printer.

Directed startup activities to implement check printing solution for Mid-South bank, a $4M account.

  • Created six-month launch plan and completed 95% of start-up activities within budgeted time.
  • Achieved breakeven volume of 25,000 orders per month within four months of start-up.
  • Designed custom billing system processing 500,000 orders annually through the ACH network.


ABS Graphics, Inc.

$12M full-service commercial printer ranked nationally among top fifty fastest growing printers.

Directed budgeting, accounting, financial reporting, production operations and risk management.

  • Installed and managed computer network; designed custom ERP solution.
  • Developed custom software solution to win $1M contract from Hyatt Hotels.
  • Imported $1M Heidelberg press from Europe, realizing substantial savings. 
  • Managed corporate relocation and consolidation into single facility.
  • Authored and executed strategic redirection and operating plans resulting in 300% revenue growth. 



Operations Management

Balance the COO directive to drive initiatives and grow the business against the CFO mandate to control costs and deliver financial results.

Strategic Planning
Develop methodology suitable to size and type of business; lead management in planning process.
Systems selection
Identify requirements, evaluate alternatives and implement custom or off the shelf solutions.
Financial analysis
Analyze financial data to reveal trends and exceptions; distill and present to non-financial managers.