San Francisco, California, United States
Entrepreneur, Start-up, Corporate Senior Leader, Consultant. Financial & Operational "shirt-sleeve" executive specializing in "immediate impact" situations including start-ups, turnarounds and forensics. Known as a mentor.
Selected clientele: Co-Chief Executive Officer (Emeryville, CA Educational Training Company) - (1) designed programs, restructured, reorganized, redefined organizational responsibilities & goals thereby eliminating a $550K loss to a Break-Even year-over-year (2) installed project management/data-base programming providing for more efficient operations (3) established monthly financial reporting (4) supervised 50 Acting CEO (San Francisco Real Estate Development Company during 1st year of bankruptcy) hired by Trustee to turnaround several developments Acting CFO, previously Acting Controller (Napa, CA Real Estate Investment Company) - (1) designed new accounting/cash-flow system (2) established monthly financial reporting (3) forensic accounting resulting in a return of $500K in overpayments (4) managed audit/tax filings (5) supervised 9 Acting NON-PROFIT CFO (University of California, San Francisco - section within Department of Radiology) (1) designed programs to reduce operating expenses from $10.8 mil to $6.6 mil year-over-year through reductions in payroll; outside consultants; office rental (2) restructured/reorganized the Clinical Trials unit by centralizing scheduling and negotiating with the CNA to reduce payroll by 50%, thereby creating a break-even operation for future years (4) established monthly financial reporting Vice President, Finance (Denver, CO renewable energy start-up Geothermal & Bio-chemical operator) - (1) IPO; (2) developed financial strategies for private placement funding; (3) reverse merger review CFO, previous positions Manager FP&A, Assistant Controller (San Francisco $250 mil OTC Industrial) - (1) established warehouse financing within the banking line-of-credit (2) merger liaison (3) SEC filings Liaison: CPA Firm & Solar Project Company - wrote initial Annual Report with GAAP footnotes Tax Preparation (2 San Francisco Bay Area CPA Firms) corporate & individual clientele PriceWaterhouse, CPA's (Baltimore, MD)
QuadGen, Inc - Developing next generation Solar Thermal technology ("solar on steroid") designed for all commercial real estate applications with the eventual ability for co-generation: electric, cooling, heating & hot water. SolarGen Properties - Solar Integrator - contract/oversight of project construction, customer rebate/financing. Developed unique "no-down" Lease-Option-Guarantee ("LOG") Program AHI Group - California Real Estate Development - real estate acquisition, development, renovation/construction, funding, management, sales. Considered the largest mass-marketer of "Lease Options" in the San Francisco Bay Area during the late 1980's-early 1990's. Built from the ground up, at the height of operations, there were up to 9 Projects and 26 employees
Responsible for all financial functions including FP&A, AR, AP, GL, Risk Management, Credit & Collections, Audits (financial, bank borrowing, insurance) Initiatives: (1) developed a credit card processing and Corporate card policy saving in excess of $100K/yr, (2) established policies & procedures for inventory and collection; (3) negotiated settlement agreements with debtors; (4) established framework for online ordering system; (5)