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Work Background
NKSFBBUSINESS MANAGER FOR ENTERTAINERS AND PROFESSIONAL ATHLETES
Sep. 2021 - Dec. 2024Los Angeles County, California, United States✅ Financial Management & Advisory Oversee income, cash flow, budgeting, and financial planning to ensure long-term financial stability.
Manage investments, asset acquisition, tax strategy, and risk mitigation tailored to entertainers and athletes.
Provide business structuring and strategic financial advice for wealth growth and protection.
✅ Tax Planning & Compliance Ensure all federal, state, and international tax obligations are met efficiently.
Work closely with CPAs to implement tax-saving strategies and reduce liabilities.
Navigate the complex financial landscape of multi-state earnings, endorsements, and royalties.
✅ Contract & Deal Negotiation Support Advise on endorsement deals, sponsorships, brand partnerships, and revenue opportunities.
Review and collaborate on contract terms, licensing agreements, and intellectual property monetization.
✅ Lifestyle & Business Oversight Manage major purchases, real estate investments, and high-value acquisitions with financial due diligence.
Oversee trusts, estate planning, insurance, and financial protections to secure generational wealth.
Coordinate with agents, attorneys, and financial institutions to ensure seamless financial operations.
✅ Entrepreneurial & Legacy Planning Support clients in launching and managing business ventures, investments, and philanthropic initiatives.
Develop retirement and post-career transition strategies for long-term financial independence.
Ten40 SolutionsCFO– FINANCE & ACCOUNTING, CLIENT SERVICES
Dec. 2009 - Sep. 2021• Deliver end-to-end finance and accounting consulting services to 400+ individual clients and 50+ business clients with revenues up to $10M
• Project manage and support business activities related to the administration, coordination, evaluation and alignment to client needs and goals from project scope through delivery and client billing
• Provide tax consultation for individual, corporate, and nonprofit organizations
• Engage in the analysis, design, and execution of financial operating models, systems, and processes to ensure financial controls
• Configure systems and processes for general ledger, purchasing, payroll, reporting, tax ID, business licensing, balance sheets, and P&L statements
• Execute bookkeeping services including bank reconciliations, payroll taxes, quarterly taxes, and monthly financials
Flare Event Design & ProductionCREATIVE DIRECTOR
Sep. 2008✔ Strategic Event Planning – From high-profile corporate activations to luxury private events, I meticulously design every detail with a mix of traditional elegance and contemporary innovation. ✔ Project & Logistics Management – Handling the full scope from creative concept to execution, including run-of-show, stage management, vendor coordination, and logistics for seamless events. ✔ Experiential Design & Customization – Crafting bold, customized layouts, asymmetrical seating, artistic catering presentations, and dynamic entertainment that leave a lasting impression. ✔ High-Impact Brand & Business Events – Executing experiential activations, product launches, and corporate engagements that captivate audiences and elevate brand experiences.
CORE FINANCIAL SOLUTIONS, LLCMANAGER – FINANCE & ACCOUNTING/CHIEF OPERATING OFFICER
Mar. 2005 - Dec. 2009• Led the start-up of a successful financial business including the strategic and tactical design and implementation of the organizational structure, HR systems and processes, and all operational procedures
• Developed the annual strategic plan and in alignment with the operating budget
• Launched the opening of 4 new locations, achieving a $1.5M+ revenue increase
• Continually improved processes and workflow systems to sync all locations into one database for operational efficiency
• Created and rolled out online training modules to serve 35-40 employees
• Assessed client finance and accounting needs, recommended approaches, established project engagement scope and requirements, managed completion and quality control of client deliverables
• Delivered client services including onsite and remote consultation, development and delivery of training materials, management of client project timelines, monthly project budgets, and client billing
• Developed a community engagement annual school supply program
Blue Cross and Blue Shield of LouisianaLEAD PEOPLESOFT ANALYST
Jan. 2003 - Mar. 2005• Led analysis of PeopleSoft general ledger, asset management, and expense functions to design and deliver process improvements, process re-engineering, and financial controls; identified process gaps, analyzed root cause, and configured/re-configured processes to achieve process excellence
• Created legal and accounting practices and protocols for individual business units including interunit/intercompany transactions using affiliate functionality
• Delivered GAAP, statutory, budget, and commitment control ledgers
• Built and maintained 100+ trees for all chart field values, mapping and converting millions of rows of data from SmartStream to PeopleSoft
• Led PeopleSoft/ProClarity reporting functionality including design of reporting trees, reporting specifications, and data mapping, and security controls
• Conducted People Soft supply chain management analysis, configuration, mapping, and workflow improvements
• Established process documentation for training and business continuity
• Designed and implemented PeopleSoft support, training, and documentation on how to utilize general ledger, requisitions, travel & expenses, and PeopleSoft Query and nVision
Blue Cross and Blue Shield of LouisianaSENIOR ACCOUNTANT
Feb. 2000 - Jan. 2003• Reconciled large volume bank account, all asset and contra asset accounts, and maintained company assets utilizing Best Software Fixed Asset System
• Prepared annual and quarterly financial statements, analyzed month end variances in partnership with the Controller
• Developed advanced spreadsheets and databases to streamline the manual accounting processes and reduce error rates
Faulk & WinklerSTAFF ACCOUNTANT
May. 1997 - Feb. 2000• Reconciled bank statements and general ledger accounts
• Prepared individual tax returns and analyzed financial statements
• Created ad hoc reports to streamline accounting processes
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