Livermore, California, United States
I am a finance executive with over 20 years of experience helping organizations scale, from early-stage startups to established public and private companies, by building strong financial foundations and translating strategy into execution. Currently, I serve as Head of Finance/SVP of Finance & Operations for an FDA Class II medical and wellness device manufacturer, where I helped grow the company from startup through commercial success. In addition to leading finance, I operate as a trusted advisor to the executive team and oversee multiple non-finance functions including manufacturing, operations, customer service, IT, HR, and legal, ensuring alignment across the organization as it scales. My background spans medical device manufacturing, financial services, insurance, and banking, with deep experience across GAAP and statutory accounting (SSAP), FP&A, fundraising, and board-level reporting. I’ve led ERP implementations (NetSuite), built finance and FP&A teams from the ground up, supported multiple capital raises, and partnered closely with CEOs and Boards on growth strategy, capital allocation, and operational decision-making. I bring a practical, data-driven leadership style grounded in accountability, clarity, and collaboration, and am most effective in environments where finance is expected to be both a strategic partner and an operational driver.
Analyze current and past trends in key performance indicators including expenses and capital expenditures Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Assisted in the continued development of Budgeting, Financial Forecasting and Operating Plan Ad-Hoc Reporting and Analysis Quarterly and Monthly Financial reports Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes Supporting Senior Management Team and Departments heads with in-depth analysis
Developed new processes allowing the close process to decrease by 1 day Managed quarterly and monthly close processes Lead team through creation of set up of new subsidiaries, including creating ad hoc reporting to C level management Presented to C level management
Built new sub-department within GL from the ground up, including hiring of staff and development of team Prepared quarterly and annual financial statement information Forged the way in developing positive relationships with various departments not typically involved in accounting activities Identified areas of improvement in the control environment in the reinsurance area and implemented new control procedures Present to Senior Vice Presidents, internal and external Executives Streamlined processes to reduce time to produce monthly accounts by 1 day Expert at analyzing and interpreting data Managed and coached a team through the set-up of new processes and procedures Focus on development and coaching of staff