* Responsible for all financial and operational functions of unit, including supervision and development of an amazingly effective administrative team of five, and management of needs for fifty staff, dispersed across the campus * Researched, analyzed, and developed innovative Salesforce-based technology solution to replace outdated and “silo’d” existing advising system, creating a new system that integrates three separate advising platforms into one portal in collaboration with OAE and outside consulting partners* Creates and monitors the unit’s annual operating budget of over $16M, which included successful proposals for additional headcount and for increased funding for information technology development and for augmented undergraduate research* Collaborated with VPSA and other campus partners to research, pilot and deploy a single tool for online appointments, which was recognized for a VPSA “Team Impact Award” in 2016* Oversee 5 staff across diverse functional areas: Finance, Human Resources, System Development, Facilities, Event Programs* In collaboration with senior management and Vice Provost’s office, ensures that staff and unit remained in compliance with University guidelines and policies with regards to financial matters, facilities, hiring, other human resource concerns, health, safety and information security

* Created and reported essential financial analyses including detailed cash forecasts, trend and scenario analysis as well as board and management financial packages* Responsible for all elements of annual financial audit with outside auditing firm (Ernst & Young)* Assisted with Human Resource function, including executing all parts of stock option administration, handling most terminations and facilitating immigration issues with outside attorneys

Provided Finance and Management Support of various organizations, focusing on non-profits* Performed business planning services to address challenging financial situation, including revenue forecasting, scenario analysis, grant receipts, cash flow and line of credit borrowing* Negotiated with auditors regarding findings and with bankers regarding extension of line of credit* Created board-level presentations, providing financial advice in the face of state funding uncertainty

Performed business planning services to address challenging financial situation, including revenue forecasting, scenario analysis and coordination with outside auditors and bankers. Created board-level presentations and reports, providing advice on financial action in the face of state funding uncertainty.

Prepared weekly, monthly and ad-hoc financial reports and analysis of operating results for top management. Created bottoms-up revenue plan templates and consolidated office results.

Created annual budget and reviewed results for all departments of the City, including revenue, expense, headcount and capital spending. Prepared numerous presentations and reports, including developing and reporting performance metrics. Reviewed and approved weekly expenses, including payroll.

Created GAAP and tax accounting policies and managed financial statement preparation.Oversaw the preparation and filing of external reports, including 10Qs and 10Ks, and press releases.Reported directly to CEO and was active member of the Executive Management Team.Analyzed and managed annual budget process, including monthly forecasts and department results.Created initial financial model for subsidiary, which resulted in raising $35 million in venture capital funding. Modeled all financial aspects: revenue, headcount, expense, capital and cash flow requirements.Responsible for twenty-two people in accounting and finance group, including accounts receivable, accounts payable, payroll, revenue, general ledger, and analysis functions.Managed financial investor relations for the company.; Director of Finance and Strategic Planning

Created bottoms-up budgets and revenue plans for entire company including headcount, capital investment and cash flow requirements on a monthly, quarterly and annual basis. Monitored and reported "budget-to-actual" performance monthly and quarterly, updating forecasts and models.Designed, created and implemented financial model which was the basis for the company to secure financing. Model included forecasted revenue from a product line and channel basis, gross margin and operating expense assumptions, plus full balance sheet and cash flow projections.Played key role in Fatbrain's initial public offering process.Directed investment of over $30 million to optimize return while maintaining adequate liquidity.Developed and prepared ad-hoc analysis on revenue, gross margin and expense performance.

Managed audits for many industries, including non-profit, retail and clothing manufacturing.Achieved highest rating for the last three years of employment and earned highest rating from staff.Managed and supervised two initial public offering engagements and several audit engagements.Analyzed and developed financial and operational recommendations for clients.Clients included: Planned Parenthood, the SF Symphony, Williams-Sonoma, the Gap, plus others.