Led, directed and approved the preparation and reporting of monthly, quarterly and annual financial statements and related footnote disclosures. Managed budgeting and management reporting for five operating regions. Trained and developed 15 professionals while overseeing an active growth period for the company. • Reviewed filings of equity and debt financings for a publicly traded master limited partnership, raising over $5 billion in equity and debt, ensuring proper adherence to SEC requirements and managing SEC review correspondence.• Performed due diligence for 14 acquisitions (total value of $5 billion) and managed complex integration of reporting requirements for acquired assets and companies.• Facilitated quarterly and yearly audits with outside auditors – resolved issues, monitored progress and ensured audits were completed on schedule and on budget. • Directed and reviewed accounting research projects and provided summaries of new accounting rules and regulations to senior management. • Presented quarterly and annual SEC filings to Audit Committee and Board of Directors. Responded to investor inquires and collaborated with investor relations on analyst presentations.• Directed design and implementation of visual dashboards that aided executive and operational management to review financial results more consistently and efficiently across divisions.• Co-directed implementation of Hyperion Budgets to more efficiently manage yearly budget cycle and forecasting needs of the organization.• Coordinated with IT systems on the implementation of a new ERP system (Enertia), data warehouse and the overall change or modification of all accounting processes and SOX controls.• Enhanced team morale and maintained overall work production and quality during a difficult two-year restructuring process.

Managed all aspects of corporate accounting including external reporting, internal controls, budgeting and forecasting. Developed and implemented internal departmental budgeting process. Developed and reviewed policies and procedures to ensure compliance with SOX requirements.• Managed monthly, quarterly and annual financial statements and related footnote disclosures for required SEC filings.• Managed and reviewed monthly journal entries relating to payroll, benefits, stock-based compensation, derivatives, acquisitions and other corporate related journal entries.• Developed and implemented general and administrative department budgets, which led to significant improvements in cost tracking and superior cost controls across the whole organization.• Directed preparation of yearly budgeting cycle and reviewed quarterly forecasting process.• Managed general ledger system conversion and consolidation of two accounting systems.

Managed all aspects of external and internal reporting during and subsequent to initial public offering. Strategically hired and developed a strong reporting team to deal with requirements of a rapidly growing company.• Prepared and managed S-1 amendment filings leading to initial public offering, raising $115 million for Canadian parent company, and initial spin-off of its U.S. subsidiary into a master limited partnership.• Managed, reviewed and prepared the monthly, quarterly and annual financial statements and related footnote disclosures, including all required SEC filings.• Developed internal monthly reporting package for executive leadership team and led improvements in monthly reporting processes.• Participated in due diligence for eight acquisitions with total value of $2 billion and managed all required SEC filings related to the acquisitions.

Chevron Transition Senior Advisor 2005 – 2006• Prepared and coordinated completion of Unocal’s stand-alone audited financial statements post acquisition.• Supported Chevron Corporate Controller’s accounting integration issues of Unocal’s acquisition.• Prepared and managed completion of two Unocal subsidiary 401(k) plan audits.Unocal Manager of SEC Reporting 1999 – 2005• Prepared SEC compliance filings and investor relations reports. • Provided technical guidance for accounting issues dealing with SEC and GAAP regulations and coordinated with external auditors for quarterly and yearly audits.• Maintained SOX control procedures for corporate accounting. Assisted in other corporate projects dealing with acquisitions and divestitures.

Managed accounting group for domestic business unit. Developed and presented annual operating budget/plan to local and division management. Supported local management in developing and implementing business unit goals. Prepared and analyzed monthly forecasts for business unit management. Provided management oversight for joint venture partner issues. Supported regulatory audits and land lease royalty issues. Participated in developing a time-writing system to track project labor costs. Participated in a due diligence team to purchase power plant operations from PG&E.

Coordinated financial closing and reporting process for the division domestically and internationally. Assisted planning department in monthly and quarterly operating plan. Consolidated and prepared monthly reporting package for division management. Reviewed and analyzed annual report section for the division and liaison with parent company to answer other corporate reports and requests. Represented division in a company wide cross-functional team to implement Oracle Financial System and conversion of all accounting systems from a Legacy system.

Managed cost accounting, fixes assets and accounts payable groups for the entire division. Groups coordinated monthly accounting and reporting with five manufacturing sites across multi-cities. Served as a key member of Implementation Strategy team charged with conversion of Legacy systems to JD Edwards.

Supervised monthly accounting process for fixed assets, warehouse inventory and cost accounting for five manufacturing sites. Managed post-divestiture activities for the division's sold and discontinued sites.

Analyzed all reporting and analysis to parent company. Supervised preparation of all division reporting. Prepared consolidations and elimination journal entries and reviewed monthly journal entries and reconciliations. Supervised product inventory tracking and valuation activities. Coordinated quarterly reviews with external auditors.

Prepared monthly financial statements, financial accounting journal entries and account reconciliations.Directed subsidiaries on monthly reporting issues and inter-company transactions. Coordinated with corporate treasury on divisional cash flow tracking and forecasting. Developed and implemented an inventory valuation and tracking model to better track and record division product inventory.