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Roles available for:
ExpertiseStreamlining Processes Mergers & Acquisitions Financial Systems Implementation GAAP Internal Controls Financial Reporting Financial Analysis Budgeting & Forecasting Excel & Financial Modeling
My approach is to take a holistic approach to my clients’ financial issues and I’m able to perform accounting “triage” to quickly assess the business’s needs. Then I provide solutions that take all aspects into account—not just a band-aid fix.
Why hire me in a fractional role
Strengths in this role: I am a financial leader who successfully develops strong teams to produce timely and accurate financial information. Those responsibilities include: accounts payable, accounts receivable, payroll, general accounting, financial analysis and reporting, management reporting, cash flow management, budgeting and forecasting, purchasing, real estate and facilities management, and information technology.
Industry: Medical Practice
Years of experience: 5 years
Industry: Staffing and Recruiting
Years of experience: 5 years
Years of experience: 4 years
Industry: Online Media
Years of experience: 1 year
Years of experience: 7 years
Company name: Autism Spectrum Therapies (LEARN Behavioral)
Company size: 1,000 employees
Role in this company: I was responsible for Accounting, Finance, Real Estate, and Facilities for this nationwide for-profit provider of autism services. Highlights included: • Reducing accounting close cycle from 45 days to 8 days; • Developing and maintaining best-in-class billing and collections processes; • Co-leading an operational restructure resulting in a reduction in annual compensation and benefits to increase EBITDA by nearly five times the previous years’ amount.
Company name: Autism Learning Partners
Company size: 3,500 employees
Role in this company: I was in charge of Accounting, IT, Real Estate, and Facilities for the nation’s second-largest for-profit provider of treatment for autism and other developmental disabilities. Highlights included: • Implementing a new ERP system (Intacct); • Shortening the close cycle from 30+ calendar days to 12; • Opening 15 new offices; • Preparing accounting related to private equity transaction in December 2018.
Company name: Leaf Group
Company size: 325 employees
Role in this company: I headed up the Accounting Department for this international, multi-million dollar, publicly-held, consumer Internet and e-commerce company. Highlights included: • Acquisition and integration of Deny Designs, a custom-print manufacturer; • Streamlining the purchase order requisition process to increase efficiency of processing financial information; • Overseeing corporate travel and RFP for new travel management company.
Company name: Premier Healthcare Services
Company size: 750 employees
Role in this company: I oversaw all accounting and billing functions for this California-based provider of pediatric home health and respite care services. In this role, I led the design, implementation and refinement of financial and other administrative systems deployed throughout the company, including: • A new expense reporting system; • A new billing methodology for Regional Centers; • Assessment of a new payroll processing solution.
Company name: ASGN Incorporated
Company size: 5,000 employees
Role in this company: I was responsible for the management of accounting and finance functions for the Corporate entity and Life Sciences, Healthcare and Physician segments of this multi-national, publicly-held, provider of temporary services.
Company name: Alfred Music Publishing
Company size: 125 employees
Role in this company: I was responsible for the management of accounting and finance functions for this 100 year old family business publishing sheet music for education and entertainment purpose.
Degrees & accreditations
Certified Public Accountant
Membership & affiliations
California Society of CPAs
I once joined a company where the accounting department was not respected and the information provided was not relied upon and was considered to be useless. Within one year's time I was able to shorten the financial close, increase accuracy, improve staff knowledge, and learn enough about the company so that the questions changed from "Why did you record this wrong?" to "Can you help me understand what I'm doing wrong?"