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Work Background
Vice President Finance
ArculesVice President Finance
May. 2021 - May. 2024Irvine, California, United States
Founder
FP&A ExpertiseFounder
Jan. 2021Costa Mesa, California, United States
Vice President, Financial Planning and Analysis
Illuminate Education, Inc.Vice President, Financial Planning and Analysis
Jan. 2019 - Dec. 2021Irvine, CA
Senior Director, Financial Planning and Analysis
Microsemi CorporationSenior Director, Financial Planning and Analysis
Jan. 2017 - Dec. 2019Aliso Viejo, CADesigned and implemented the first ever Corporate FP&A function for MSCC covering the financial forecasting, annual operating planning and earnings guidance for a $2B revenue publicly traded organization (Enterprise value $10B). Responsibility spanned international locations representing 25 business units and 93 legal entities.
Senior Director, Financial Planning and Analysis
AvettaSenior Director, Financial Planning and Analysis
Jan. 2016 - Dec. 2017IrvineFinance leader driving key analytics and business decisions. Leading a team of 6 individuals and delivering step function improvement across all aspects of the business from systems implementation and evolution, to process implementation, business driver analytics, forecasting and strategic planning. Passionate about institutionalizing repeatable analytics used to chart the future of the business and drive OI flow through.
Manager, Global Financial Planning and Analysis
MetagenicsManager, Global Financial Planning and Analysis
Jan. 2012 - Dec. 2015Aliso Viejo, CALeading a team of analysts, oversee, monitor and analyze Metagenics' long range planning, operating budgets, monthly financial analyses, forecasting, annual planning, new business integration and ad hoc analytics. Responsible for the development, interpretation and implementation of financial concepts and technical analysis across all financial statements.
Financial Consultant
FP&A Consulting ServicesFinancial Consultant
Jan. 2010 - Dec. 2012Provide FP&A consulting services to multiple clients both through placement firms and as an individual business owner. Reported directly to Controllers, Directors of Finance, CFOs and CEOs Services span the spectrum from FP&A organizational design for maximum effectivness to financial modeling and excel forensics.
Sr. Mgr. Financial Planning and Analysis
EpsonSr. Mgr. Financial Planning and Analysis
Jan. 2009 - Dec. 2010Long Beach, CAResponsible for assisting Senior Management in attaining revenue and profit targets by overseeing a Financial Planning team of 9 professionals. Manage the development of a $2B annual budget and quarterly forecasts. Lead all activities related to treasury management, reporting, financial analysis and systems management. Act as an executive thought partner by making recommendations to improve the income statement and balance sheet position of Epson America.
Finance Director
TowerJazzFinance Director
Jan. 2007 - Dec. 2009Manage team of analysts in support of all financial planning and analysis for $200M semiconductor manufacturer.
Director, FP&A
AutobytelDirector, FP&A
Jan. 2002 - Dec. 2007Reporting to the VP of Finance, responsible for corporate consolidation of P&L, operating plan development, business unit analytics and ad hoc analyses
Senior Analyst
Rockwell Semiconductor SystemsSenior Analyst
Jun. 1998 - Mar. 1999Newport Beach, CA
Manager, Strategy and Business Development
MindspeedManager, Strategy and Business Development
Jan. 1998 - Dec. 2002Responsible for charting business strategy including product strategy refinement, market strategy development, M&A, and strategic partnerships.
Senior Analyst
Texas InstrumentsSenior Analyst
Jan. 1995 - Dec. 1998

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