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Work experience


Deloitte & Touche Corporate Finance Canada Inc. & Touche Corporate Finance Canada Inc.

DELOITTE & TOUCHE, LLP. - Portland, Oregon/ San Diego, California

Tax Senior Consultant1/97 to 2/00

Completed three tax seasons with Deloitte & Touche LLP in the Portland, Oregon office prior to transferring to San Diego in October of 1999.Performed tax compliance of corporate, partnership, and individual returns using Fast-Tax and Prosystems software.Performed consulting services by assisting in identifying, selling, and managing consulting projects for Deloitte & Touche clients and non-clients.Promoted to Senior Consultant in August of 1998.

Sep 2003Present

Consultant CPA/MBA

Consultant CPA/MBA

Consultant10/07 to Present

Worked as a consultant for various publicly-traded multinational companies in industries including Biotech, Manufacturing, Oil & Gas, and Software Engineering.

Duties included;

·Buenos Aires (Jan 09 to present)-Assisted in preparing Reg A filing to take small private company public, compiled financials and assisted in clearing SEC comments. Also maintained accounting records in Quickbooks for multiple entities.

·Using SAP and Hyperion assisted in international consolidation issues, reconciling intercompany transactions and approving account reconciliations, FAS 52, corporate and tax reporting.

·Assisted in FAS5 top-down risk-based Sarbanes-Oxley documentation, remediation, and testing of all business cycles and helped to establish policies and procedures for all areas of the finance function.

·Preparation and review of various domestic and international tax provisions in accordance with FAS109, FIN 48 implementations, various tax projects.

Resources Global Professionals – Mexico City/Tijuana, Mexico

Director – Mexico6/06 to 10/07

Worked internally to oversee start of operations in Mexico including opening of offices in Tijuana and then Mexico City to comply with; Mexico regulations, recruitment of associates, business development, servicing of accounts to ensure successful completion of projects and high standard of client service.Returned to being a Consultant in San Diego with Resources Global after 10/06.

Responsible for;

·Achieving growth targets and developing budgets and in reporting results to senior management. Also serviced accounts in other parts of Latin America including Monterrey, Costa Rica, Buenos Aires and elsewhere.

·Project Manager on Sarbanes-Oxley documentation and testing of a large Maquiladora in Tijuana for all phases of Accounting and Finance process and review of testing of

subsidiary in China. Also supervised various internal audit projects in Latin America.

·Supervised cost accounting project to review and document cost drivers and streamline processes for large insurance company in Mexico City.


Worked as a consultant on a Sarbanes-Oxley and Internal Audit project for a multinational distribution company including work in Mexico City.

Interim ControllerNet Surf Media - San Jose, Costa Rica10/05 to 3/06

Relocated to Costa Rica to become the Interim Controller for this call center and internet services company.

Responsibilities & Accomplishments;

·Managed staff to ensure recognition of revenue, fraud prevention, and related issues. Interfaced with external processors to ensure timely collection of receivables.

·Implemented comprehensive controls in all areas, oversaw financial statements and month-end close process in accordance with GAAP.

·Developed and implemented weekly financial reporting package for shareholders.


Worked as a consultant on Accounting, Sarbanes-Oxley and Internal Audit, and Tax issues for various publicly-traded multinational companies in industries including Biotech, Electronic Manufacturing, Latin American Retail Distribution, Retail Restaurant Chain, and Wholesale Distributor.

Duties included;

·Acting Internal Audit Manager/ Project Manager- Sarbanes-Oxley documentation, remediation and testing of all business cycles. Assistance in establishing policies and procedures for all areas of the finance function and in process improvement. This included work in Panama and in Tijuana.

·Preparation and review of various domestic and international tax provisions in accordance with FAS109, various tax projects.

·Interim Tax Director/Manager for Multinational Corporation.

Feb 2000Aug 2002

Ernst & Young

Tax Consulting Manager2/00 to 8/02

Worked in tax consulting group.Duties consisted of servicing clients and identifying and selling tax services to new and existing clients predominantly in the high tech, biotech, and manufacturing areas.


·Managed both small and large projects to assure appropriate levels of service and budgets were met and coordinated with area specialists to ensure client expectations were met.

·Assisted start-up companies in all aspects of operations, provided growth strategies, assisted in implementing stock option plans.

·Involved in business strategy meetings for mergers, consolidations, organization formation, and IPOs.

·Supervised support and other consulting staff, fiscal management of client billing receivables.


BA Business

Aug 2002Aug 2004


University of San Diego


Certified Public Accountant