Serving as the CFO of the Ho’oilina Family of Companies providing strategic direction and leadership in support of providing government organizations with information technology, environmental and professional services to enable our clients’ missions while fortifying the legacy of the Native Hawaiian culture and elevating those we serve.

Offering strategy, analysis, and integrative action plans to Senior Executives, Board of Directors, and organizations spanning from Startups to complex Holding Companies.Core Service Highlights:Financial analysis, strategy, operational solutions, board relations and reporting frameworksAdvise executives on VMC, strategic plan formation, DEI and ESG sustainabilityShared Services formation, improvement, and troubleshootingExecutive and Management CoachingStandardization and integration of processes and systemsStartup to complex holding company structure and expertiseInternal control and process expertFinancial systems and workflow automation processesIntegrate vision and strategy with operationsIncrease gross and net margin through operational and administrative automation efficiencies

Directed multi-disciplinary areas of Finance, Accounting, Treasury Management, Contracts, Purchasing, Information Technology, Pricing, Human Resources, Recruiting, Security, Quality, Facilities, and Health and Safety Developed and led high performance teams to strengthen internal controls and scale infrastructure for growth Coordinated the selection and implementation of an Enterprise Resource Planning (ERP) system, integrating eight systems into one standardized unified platform Created organizational Signature Authority Matrix outlining the functional and financial approvals required and the designated team members authorized to sign legal documents. Automated the entire authority structure through the ERP, strengthening organizational internal controls. Directed due diligence, finance structuring, and integration of two acquisitions Provided steadfast leadership through the COVID-19 Pandemic garnering a strong financial base to support organic growth of 30% in 2021 Responsible for leading, performing, and coordinating the efforts of internal staff and external auditors for timely completion of annual financial audit of Holding Company and all subsidiary organizations leading to positive audit results in all years, including two years with no internal control comments Responsible for Strategic Financial Wellness to include financial systems, timely financial reporting, budgeting, corporate insurance, Intercompany transactions, board communications, cash flow projections, and financial analysis for Holding company and 8 subsidiary companies

Provided accounting and advisory services to executive leadership at small businesses and nonprofits in the areas of strategic planning, operational procedures, finance and accounting, tax, revenue growth and financial reporting. Clients included service companies, construction, nonprofit organizations, professional services and more.

Created, developed, and operated a first-of-its-kind self-directed retirement plan administration company. Assisted in securing venture capital funding of $1.3 Million. Grew the company from concept to over $80 Million in assets under management in 18 months.

Developed and operated a full service mortgage brokerage company to include residential, commercial, private money and mortgage acceleration products. Hired and trained loan originators and staff to originate and process full range of loans.Monitored day-to-day operation, budgeting, financial reporting, customer service, sales and marketing efforts.

Recruited, trained and supported large national sales force for Weekenders USADeveloped new markets to increase expansion of Weekenders USAConsistently developed and maintained an on-going customer base and sales force in the Mid Atlantic RegionCoordinated with Regional Directors to develop and implement sales training programsNational Trainer for National Sales Training Conventions bi-annually