Responsible for the overall profit & loss of the company’s operations and all its financial mattersIncreased revenue from $100 million to $130 million and EBITDA from $10 million to $18 million by implementation of productivity measures, increased data transparency, and reduced operating expensesEstablished integration procedures for 15 offices to transform a collection of non-integrated medical practices into an integrated medical business which yielded annual savings of $3 millionCompleted the acquisition of two clinic offices, opened six new clinic offices, and two new retail optical locations which collectively increased revenue by $4 millionConverted the traditional fully insured health insurance plan to a self-funded plan which improved medical coverage, boosted employee morale, and reduced monthly employer and employee premium costNegotiated and executed a $30 million corporate debt facility and related interest rate swap which increased leverage by $10 million and extended the maturity term to five yearsNegotiated and executed a $70 million real estate syndicate loan with a $30 million accordion for the assets supporting the company’s operationsResponsible for all negotiations, build outs, and renovation projects related to the company’s multi-site real estate portfolio consisting of 60 locations in Southern CaliforniaCommunicated frequently and led quarterly meetings with the independent Advisory Board

Managed all accounting operations, financial reporting, consolidations, internal controls, compliance, and financial systems for a $1.3 billion revenue and $1.1 billion asset real estate companyResponsible for all treasury transactions including daily liquidity flows of $50 million, the risk management of $600 million in warehouse debt financing, and the quarterly reporting requirements related to $200 million of private equity financing Optimized treasury and accounting departments use of technology to improve work flows and reduce manual processes which saved the company $1 million per yearCollaborated with cross-functional teams to design, plan, and implement various accounting systems such as Microsoft D365, Yardi Voyager, and Concur Expense/Invoice.

Controller, Salt Lake City, UT (2012 to 2017)Served as the senior management executive in SLC for over 100 Controllers in the Securities, Investment Management, and Investment Banking Divisions which accounted for $2 billion in revenue Conducted all levels of employee communications including performance reviews, compensation, voluntary/involuntary terminations, disciplinary actions, and career mentoring discussionsServed on office-wide senior leadership committees including the Community Outreach, Office Recruiting, Asian Pacific Affinity Network, and the Finance People Development committeesProduct Controller, New York, NY (2006 to 2012)Served as a product controller for $2 billion in assets: special situations group, private equity, and real estate investment fund businesses Performed accounting reviews of potential investments and reviewed an investment’s fair value and related financial statement disclosures in accordance with U.S. GAAPInteracted with numerous internal functions globally including Accounting Policy, Financial Reporting, Funding Controllers, Legal Entity Controllers, Market Risk, Treasury, Tax, and Investor RelationsResponsible for the daily profit and loss and balance sheet reporting for $200mm revenue trading desks

Served as a main point of contact for the Investor Relations, General Counsel, and Corporate Communications departments for all of the company’s SEC filings and earnings release documentsEnsured that the consolidated financial statements and related footnotes were accurately presented and disclosed by working with various internal teams and the external auditorsSuccessfully migrated the SEC reporting department from Phoenix, AZ to Stamford, CT

Participated in a National Office rotation in the Accounting Research Services and Professional Development departmentsResponsible for the development and facilitation of accounting courses in areas such as: IFRS, business combinations, income taxes, stock-based compensation, and revenue recognitionServed as an audit senior manager for public and private companies such as The Boeing Company, Callaway Golf, and Quicksilver

Instructed at night while working full-time for Deloitte. Responsible for the instruction of accounting concepts and techniques.

Served as an audit senior and staff of public and private companies’ financial statements.