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Highly credentialed Executive Manager offering 17 years of Domestic and International Financial Management, Controllership and Chief Financial Officer Experience with well known global companies such as Ernst & Young, Dial Corporation, Cushman & Wakefield, AAA and Melbourne IT.Results orientated individual with proven ability. Core competencies include:

  • Strategic Planning
  • International Financial Reporting Standards (IFRS)
  • Mergers and Acquisitions
  • Risk Management
  • Multi-Currency Management
  • Project Management
  • Internal/External Audit
  • Procurement and logistics
  • Banking Relationships
  • Corporate Governance

Work experience


Finance Director

FTR LTD (A Melbourne IT Company)

An Australian Hardware, Software, Internet and Service company whose proprietary digital audio and video products are distributed through an extensive global network of resellers. Responsible for overseeing all aspects of international financial management including foreign currency management, International Reporting Standards (IFRS), compliance, consolidation, transfer-pricing, procurement and logistics as well as partner with the Divisional Executive Vice President with short and long-range business planning.


·Implemented a universally accepted tax transfer pricing strategy between the US and Australia through the Company’s Big 4 accounting firm, lowering the consolidated tax rate.

·Partnered with the Divisional Executive Vice President in developing a three year metric driven plan that quantified the profitability and success metrics of the long-term strategy for the Board of Directors.

·Designed and implemented a new product procurement process which resulted in a 22% reduction in inventory in 2008.

·Enhanced the financial controls and processes for the company’s inventory which yield net-gross dollar inventory variance of less than 1% for 2008.


Chief Financial Officer

Najafi Companies (A Private Equity Firm)

A private equity firm that seeks investments of up to $1.0 billion in undervalued assets. Portfolio companies included Network Solutions LLC., Innovative Brands LLC, Welements LLC and other investments. Responsible for oversight in reviewing results vs. budget, covenant reporting, tax compliance and annual audits for the portfolio companies as well as playing a role in assisting with review of investment opportunities, due diligence, purchase agreements and funding documents.Role had grown into exclusively working with the firm’s partners, investment bankers and consultants in business development and presentation of numerous strategic investment theses.


·Successfully, served as interim CFO and transition support for a $100 million+ acquisition while simultaneously serving as CFO for the parent operating company.

·Successfully designed, implemented and staffed new financial reporting/budgeting system in an LLC multi-company environment where one did not previously exist.

·Constructed a US GAAP balance sheet to shed light on a potential acquisition target whose records were in complete disarray which ultimately supported the decision not to move forward with a capital transaction.


Director of Finance and Treasurer


Member of Executive Management Team responsible for directing the financial performance of a large multi-division company which included Insurance, Travel, Auto Repair and Consumer Products. Responsibilities include motivating superior performance of professionals in the Accounting, Financial Planning, Treasury, Purchasing and Internal Audit departments. Refined expertise in strategic planning, investment portfolio management, tax compliance, and corporate insurance.


  • Presented and Implemented Sarbanes-Oxley to the Audit Committee resulting in improved efficiencies in managing operational and financial control risk.
  • Increased the Purchasing Department’s internal satisfaction score by 18% percentage points in one year by providing the customer with the best value vs. lowest cost.
  • Implemented a Cognos data warehouse which greatly enhanced the CallCenter and Finance Departments’ capability to obtain operational and financial information in a timelier manner.
  • Developed and presented a three year, metric driven proforma report for a proposed new line of business to the Finance Committee. This report played a pivotal role in supporting company’s decision to add a significant new line of business.

Controller and Treasurer

Business Integration Group (A Cushman & Wakefield Company)

An international Application Service Provider (ASP) that provides an integrated multi-language real-estate management system targeting the Global 1000 in over a 100 countries. Senior Finance Leader responsible for financial and operational reporting, foreign currency, corporate insurance, pricing models, incentive plans and board presentations.


  • Led the design, implementation and staffing of a global finance and accounting department. Efforts led to the company having the capability to produce consolidated financial statements from international operations accordance with US Generally Accepted Accounting Principles.
  • Supported the company during its expansion into the UK by establishing foreign banking and legal relationships in order to conduct and fund the company business.
  • Implemented UK/US transfer pricing mythology with the company’s BIG 4 accounting firm, successfully minimizing the company’s consolidated tax burden.

Worked extensively with investment bankers in assembling and updating the Fact Book used by the CEO for marketing the company to accredited investors. The capital raised resulted in building the second version of software marketed internationally


Several Assignments

The Dial Corporation

Financial Analyst-Sales/Marketing

A manufacturer, marketer and seller of consumer products on a worldwide basis. Promoted into a key role which provided financial modeling in support of product strategy and promotions, compiling sales forecasts and cost to sell matrix for a multi-product line multi-geographic sales organization.

Corporate Internal Auditor

Responsibilities included supervision, review and reporting of domestic and international subsidiary financial and operational control audits. Extensive coordination with the company’s external auditors.


Staff Auditor

Ernst & Young

Planned, performed and assisted on financial statement audits and compilations to assure conformity with Generally Accepted Accounting Principles. Industries included: financial services, manufacturing and Technology.




University of Notre Dame


Certified Public Accountant (CPA)

Arizona State Board of Accountancy