Los Angeles, California, United States
Experienced CFO. Versatile, highly credible MBA/CPA with a broad range of financial and managerial experience in PE portfolio company, corporate and partnership roles. Strong analytical skills. Diverse industry background following a “Big 4” CPA firm. Third highest score in the country on the CPA Exam.
Financial consulting and part time CFO services. CFO of Advantage Gold, LLC (part time). Following its first, non-control private equity transaction, took financial reporting up a few notches to the level expected of a PE company. Includes converting the books from cash to GAAP accounting, initial financial audit, monthly financial statements, covenant reporting, budgeting and financial modelling.
CFO for this licensing company including worldwide responsibilities for a complex web of subsidiaries, joint ventures and agents across more than thirty countries, before and after our sale of the company by the founder to private equity. Responsible for financial reporting to owners and lenders, tax planning and filings in many countries and states, and royalty reporting. MPLC obtains and bundles public performance rights for motion pictures and other audio visual programs originally intended for personal, private use.
Chief Financial Officer responsible for financial operations worldwide. Epic makes software for mid-size and large medical groups, hospitals and integrated healthcare organizations. The comprehensive integrated software spans clinical, access and revenue functions and extends into the home. Founded in 1979, Epic is private and employee-owned. www.epic.com
- Interim CFO for print music publishing company. - Interim CFO for autism therapy agency. - Interim CFO for nonprofit focused on game-based learning. - Project work for companies related to financial analysis, getting financial records up to date, management reporting, filing tax returns, bankruptcy filings, etc.
Responsible for all financial areas including financial planning and analysis, financial reporting, billing and collections, U.S. and international tax, financial systems, treasury, retirement administration, ERISA and non-ERISA retirement portfolios, accounts payable and payroll, with staff of 87. O’Melveny & Myers is one of the world’s largest law firms with $0.9 billion in revenue, and 2,000 people including 1,000 attorneys (of whom 250 are partners) with 14 offices in 6 countries. Brought in to “bring Finance to the next level”.