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Network Power<100 people
Roles
💸50%
Marketing
✔️33%
IT
📝33%
Influencer or Blogger
Geos
🇧🇷16%
Brazil
🇵🇭16%
Philippines
Work Background
Senior Director of Finance & Operations, Site Lead
Elsie BiotechnologiesSenior Director of Finance & Operations, Site Lead
Nov. 2021San Diego County, California, United States• Oversees all accounting, finance, human resources, operations, office and lab facilities • Manages budgets; forecasts; eternal audits’ fixed-asset management; reporting; perform analysis • Point person on facility needs; coordinate company-wide move: office & lab space • Works closely with CEO, CFO & CSO on ad hoc projects and preparation of BOD meetings • Handles Corporate Governance and maintains corporate data rooms and support fundraising efforts • Presents recommendations on Human Resource policies, procedures, practices & company culture • Implement, analyze & update compensation program; manage job leveling and accurate job descriptions • Lead full-cycle recruiting, on-boarding, and off-boarding; plan and execute employee retention programs
Director of Finance And Operations
Ronin Factory LLCDirector of Finance And Operations
Sep. 2020 - Feb. 2022San Diego, California, United States• Owns all accounting, finance, human resources, operations, and process improvements • Completes monthly adjusting entries, reconciles accounts, and manages A/P, A/R and analyzes giveaway results • Implements and confirms sales tax transactions and payments via TaxJar and Tax Matrix • Reviews and produce cost analysis for insurance contracts, merchant services, and special projects • Collaborates internally and externally to strategize increasing profits; serves as liaison between CEO and CPA • Implement and manage yearly reviews, align company goals, and review merit increases
Controller
Elum WellnessController
Mar. 2020 - Sep. 2020San Diego, California, United States• Oversee the creation of new entity • Create and manage operational processes organization-wide • Manages finance and accounting functions in SAP ByDesign, multi-entity financials • Provides business analysis on company’s operations and product results • Directs all accounting functions including payroll, account receivables, expense processing, taxes, and revenue recognition and reporting • Provides leadership needed to plan and grow profit efficiently, including developing budgets and providing accurate projections in support of business strategy • Presents timely and valid interpretation of operating results • Provides ongoing financial analysis and modeling to company leaders. • Provides sound leadership in complying with financial and legal requirements. • Maintains all insurance policies • Designs and implements KPIs aligned with the overall strategy and success of the business. • Develops short-range and long-range financial plans to achieve established corporate goals. • Handles day to day AP, AR & cash flow • Ensures that all local, state and federal tax filings are prepared and filed on-time
Controller & Human Resources Manager
Elum Designs, Inc.Controller & Human Resources Manager
Dec. 2017 - Sep. 2020Greater San Diego AreaFinance & Accounting: • Manages finance and accounting functions in SAP ByDesign, multi-entity financials • Provides business analysis on company’s operations and product results • Directs all accounting functions including payroll, account receivables, expense processing, taxes, and revenue recognition and reporting • Provides leadership needed to plan and grow profit efficiently, including developing budgets and providing accurate projections in support of business strategy • Presents timely and valid interpretation of operating results • Provides ongoing financial analysis and modeling to company leaders. • Provides sound leadership in complying with financial and legal requirements. • Maintains all insurance policies • Designs and implements KPIs aligned with the overall strategy and success of the business. • Develops short-range and long-range financial plans to achieve established corporate goals. • Handles day to day AP, AR & cash flow • Ensures that all local, state and federal tax filings are prepared and filed on-time Human Resources • Develops human resources policies and procedures including monitoring and updating employment records, new employee orientation, and performance management from the ground up • Communicates policies and procedures implications to management before rolling out to employees • Manages employee relations and retention • Monitors compliance with State & Federal employment laws • Commitment to recruiting, mentoring, developing, and retaining a diverse team; the foresight and ability to delegate accordingly. • Manages employee benefits including major medical and 401k
Controller
The Allstar GroupController
Feb. 2017 - Mar. 2018Greater San Diego Area• Maintains system of accounting policies and procedures & oversees operations • Complies with local, state, and federal government reporting requirements and quarterly tax filings • Ensures AP is paid in a timely manner & AR is collected promptly • Administers benefits; Processes payroll for 30+ employees utilizing BBSI • Completes bank and credit card reconciliations on a monthly basis • Issues timely and complete financial statements • Experience in completing audits for sales tax and unemployment • Calculates variances from budget and reports significant issues to management • Creates additional financial analysis as needed utilizing pivot tables and v-lookups • Provides recommendations to reduce overhead as appropriate
Accounts Payable Specialist
ServiceNow – The Enterprise Cloud CompanyAccounts Payable Specialist
Feb. 2016 - Jan. 2017Greater San Diego Area• Ensures proper documentation is secured before payment by using 3-way match • Maintains accrual accounts & process weekly check runs and wires. • Collaborates inter/intra department for process improvements • Codes & inputs A/P Invoices with respect to SOX compliance utilizing SAP/VIM/Open Text • Reviews employee expense reports for accuracy & compliance with corporate policy • Generates metric reporting for managers and collaborates inter-department to streamline processes
Staff Accountant
eMoleculesStaff Accountant
Jun. 2012 - Feb. 2016La Jolla, CA• Creates month-end financials for approval and assists in journal entries & audit reports • Manages weekly vendor disbursements & vendor terms • Collects KPI data, time studies in business processes and makes recommendations • Focuses on accuracy with entering high volume A/P, A/R, and job costing daily • Enters sales orders with attention to detail of VAT applicable sales • Successfully created virtual filing & maintains filing for high volume A/P and A/R • Manages ERP research, implementation and transition from QuickBooks to NetSuite • Creates comprehensive reports using QuickBooks and Excel pivot tables • Oversees, responds to inquiries and questions through multiple email accounts • Works across departments in streamlining more efficient daily procedures & adjust for changes
Office Manager & Bookkeeper
Outback Company, IncOffice Manager & Bookkeeper
Dec. 2011 - Jun. 2012San Diego, CAOffice Manager • Utilizes & prepares UPS Worldship for online, domestic shipments daily • Maintain numerous company emails and portals for order processing • Month-end inventory of in-house stock and enters updated numbers in QuickBooks • Handles travel arrangements for domestic and international conferences & home shows • Researches company compliance with bedding licenses on a monthly, quarterly & yearly basis • Manages office maintenance, files, supplies, bank deposits, and multiple phone lines Bookkeeper • Manages all Accounts Payable and Accounts Receivable & credit card reconciliation • Prepares monthly reconciliation and reports for CPA firm to review and finalize • Submits approved time sheets and commissions for monthly payroll to Paychex & distributes • Creates & analyzes excel reports and special projects for President and Vice-President
CEO & Founder
Elementum InsightsCEO & Founder
Jan. 2010San Diego, California, United StatesAfter consulting independently since 2010, I formally launched Elementum Insights in 2025 to meet a growing demand for executive-level support during high-impact transitions. Elementum is a strategic consulting firm specializing in fractional executive services, post-acquisition integration, and scalable infrastructure for startups and mid-sized companies. As Founder & CEO, I work closely with founders, boards, and leadership teams to bring operational clarity, strategic alignment, and executional horsepower to the moments that matter most—from M&A prep to post-close integration and organizational scaling. What I Do: • Serve as Fractional COO, CFO, and Head of People for scaling companies • Lead post-acquisition integration efforts across finance, operations, HR, and culture • Build internal infrastructure for due diligence, investor readiness, and long-term scale • Develop and implement financial systems, operational workflows, and HR compliance • Align cross-functional teams around a shared strategic vision • Coach founders and executives navigating complex change and growth Key Industries: Biotech, CPG, SaaS, Venture-backed startups Specialties: Post-acquisition integration, strategic finance, operational restructuring, organizational design, executive coaching, M&A readiness
Accounting & Human Resources Manager (PT)
REM Sleep Solutions, IncAccounting & Human Resources Manager (PT)
Jan. 2010 - Mar. 2021Placentia, CAAccounting Manager • Communicates customer service calls quickly & maintain vendor relations • Sends purchase orders to vendors and communicates and sets up delivery & payment • Focuses on A/P utilizing QuickBooks & on-line banking, reconciliation • Recognizes the bigger picture and active in business partnering Human Resources Manager • Builds professional relationships with employees to better work environment • Handles benefits & responds to employee inquiries • Posts job openings, reviews resumes, schedule interviews & exit interviews • Constructs employee handbook & makes adjustments in compliance to changes in laws • Creates offer letters, collects new-hire documents and assists in training schedule • Implements and enforces policy development & performance evaluations • Advises CEO on effective HR processes, programs, & organizational dynamics • Ensures compliance in a consistent manner & researches precedents • Actively collaborates with CEO on employee relations, on-boarding, and career counseling • Utilizes ADP for payroll, garnishments & enters wage changes and new hire information • Participates in planning company luncheons and meetings
Human Resources Coordinator & Bookkeeper
Backyard X-ScapesHuman Resources Coordinator & Bookkeeper
Apr. 2005 - Aug. 2008San Diego, CAHuman Resources Coordinator • Business acumen, problem solver, and strategic thinker • Innovatively established and improved manuals for company policies and procedures • Understands the business, competition and recognizes changes needed to be made • Establishes company recruitment needs & implements plan of action in acquiring new talent • Conducts interviews for potential employees and trained new hires • Assists in creating employee handbook, policies & procedures Office Manager • Efficiently enters invoices, credit memos, and purchase orders utilizing QuickBooks • Manages shipping, receiving, and billing for over 75 Home Depot accounts • Prepares shipping labels, packing slips & maintains shipping logs • Schedules large freight pick-ups and drop-offs of merchandise • Oversees the maintenance, placement & format of showroom • Preserve organization with multiple phone lines, office equipment, & paperwork

Requests

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Service Pitch
Financial & Operational Strategy for Founders
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Looking to expand my network
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Personal Pitch
Fractional COO & CFO Services
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