An energetic and enthusiastic accounting & finance professional with a strong ability to lead, motivate and manage successful teams in small company and diverse environments.  Proven success in implementing accounting software conversions and upgrades.  Highly independent, self motivated and entrepreneurial with a strong focus on maximizing efficiency, production and profit.  Encourages and promotes interdependency, synergy and knowledge.  An analytical mindset combined with an inspirational leadership style that excels in a fast-paced and progressive organization.


MBA in Finance with Beta Gamma Sigma honors ~ General Ledger ~ Financial Statements ~ Financial Analysis ~ Month-End/Quarter-End/Year-End Close ~ Strategic Planning ~ Profit/Loss (P&L) Analysis ~ Cost/Benefit Analysis ~ Audit Management ~ Financial Models ~ Financial Planning ~ Financial Reporting ~ Investor/Business Management Accounting ~ Capital Budgets ~ Job Costing ~ Inventory Management ~ Accounts Payable ~ Accounts Receivable ~ Credit & Collections

Work History

Work History

Senior Accountant

Feb 2009 - Present

Senior Financial Analyst / Financial Analyst II

HealthCare Partners Medical Group

Responsible for project coordination and management of various analyses assigned to the Decision Support – Internal Consulting team.Prepare high level summaries with detailed reconciled support by coordinating internal requests from the following departments: claims payment, utilization management, health plan risk pools, subcontractor capitation, internal projects and subcontractor risk pools. Create, develop and maintain financial models for new ventures, provider contract proposals and subcontractor capitation.Identify trends in claims expenses and recommend methods for cost reduction.Perform historical studies to forecast future internal costs and research industry performance measures in order to accurately evaluate client contracts.

Oct 2008 - Present

Finance Consultant / Interim CFO

Eureka One-On-One Review

Responsible for timely financial statements of the firm and year end documentation for tax preparers.Coordinated a team of MBA professionals to write a three year strategic plan by identifying three important key issues with both short and long term recommendations in order to achieve increased and diversification of revenues, stronger human capital and strengthening of Eureka’s brand in the California market.Identified and resolved cash flow difficulties, due to the seasonality of revenues, by obtaining a sufficient line of credit.Meet regularly with the CEO and President to advise and provide decision support analysis on financial and strategic issues.

Apr 2007 - Aug 2008

Accounting Manager

New Wave Entertainment

Managed accounting department (five individuals) and directly reported to Corporate Controller and CFO.Responsible for Trial Balance, Income Statement, Balance Sheet and month-end/year-end close of New Wave Entertainment & Zoo Street Music, LLC.Prepared monthly written financial notes for budget variances to each department head, including Film Finishing, Motion Graphics, Talent Management, Development, Home Entertainment, Music and Post Services. Supervised A/P, A/R, collections, accounting storage and New Wave Entertainment’s annual audit.Conducted annual reviews of all subordinates and led monthly accounting meetings.Acted as finance contact to each department for any revenue discrepancies or vendor payment problems and/or issues.Updated Fixed Asset schedules (over $15M) upon purchases, sales and disposals; which included Furniture & Fixtures, Machine & Equipment, Computer Equipment, Automobiles, Other Equipment & all Commercial Leases.

May 2005 - Nov 2006

Accounting Manager

Pacific Dimensions Inc

Managed accounting department (four individuals) activities including A/P, A/R, Sales Tax (multiple states), Warehouse and Collections.Assisted VP of Finance with Trial Balance, Financials and month-end/year-end close.Processed year-end 1099s.Responsible for Human Resources including security management, processing new hire and termination paperwork, overseeing medical, dental and 401k plans. Back-up VP in processing bi-monthly payroll (ADP/45 employees), and maintained records of employee vacation accruals and paid time off.Update Fixed Asset schedules upon purchases, sales and disposals.

Aug 2003 - Apr 2005

Family Office Manager

Ryder Stilwell Investment Advisors Inc

Managed all expenses and financial reporting of high net worth individuals (avg. net worth $6-7M).Analyzed, reconciled and reviewed general ledgers for all entities of Ryder Stilwell companies and their clients, pensions and partnerships.Implemented and successfully completed a software conversion from AS400 to MAS90 in all company and trust accounts.Handled all the bookkeeping for the following corporate entities: Ryder Stilwell Inc./Ryder Stilwell Properties, Inc./Ryder Stilwell Oil Co./Ryder Stilwell Investment Advisors, Inc.Prepare Cash Flow Analysis/Income Statements/Balance Sheets on all companies, clients and partnerships.Update Fixed Asset schedules upon purchases, sales and disposals.

Oct 2002 - Mar 2003

Financial Analyst


Apr 2000 - Jul 2001

Staff Accountant, an idealab! Kleiner Perkins Co.
Jul 1994 - Jan 1998

Assistant Accountant

Dummit, Buchholz & Trapp


Aug 2008 - Aug 2010

2010 MBA

Pepperdine University

Graduated  with Beta Gamma Sigma honors ~ 3.824 GPA

Letters of Recommendation



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