General bookkeeping, audit preparation and payroll functions, including month and year end closes as well as light HR responsibilities for a non-profit dog rescue.

Develop financial models for an entertainment start-up company to evaluate financial liquidity and to establish long-term planning.Develop strategic plan, forecasts & budgets alongside senior management.Preparation and analysis of monthly, quarterly and annual budgets/forecasts.Build reporting dashboards reflecting important business-specific KPIs.Bookkeeping and organization of accounting processes.

• Manage & prioritize overseas team & individual workflow to meet or exceed department deadlines, productivity and quality expectations, to ensure all inquiries receive timely responses.• Interpret artist, label, & third-party contracts, ensuring accurate statement reporting & accounting.• Review and approve Participations statements, accruals & true-ups; artist, label, & third-party payments; recoupment and account transfers; and provide commentary to support entries.• Perform account reconciliations & maintenance of participation, merch, and P&D liability balances• Respond to internal & external claims, queries & data requests, conduct research as required as well as performing general and ad hoc tasks relating to participations.

• Management of team that prepares, reviews, approves & manages participation profit share, distribution (P&D), & merch including supporting data according to contractual agreements. • Interpret artist, label, & third-party contracts, ensuring accurate statement reporting & accounting. • Review and approve artist, label, & third-party payments. • Prepare, maintain, and analyze cash flow, forecasts, & budgets. • Manage Participations fiscal close process, ensure timely completion of all financial entries and reconciliations according to financial controls. • Review and approve Participations accruals & true-ups, recoupment and account transfers, and provide commentary to support entries. • Perform account reconciliations & maintenance of participation, merch, and P&D liability balances • Respond to internal & external claims, queries & data requests, conduct research as required as well as performing general and ad hoc tasks relating to participations. • Manage internal SOX controls and work with internal & external audit staff to complete review of controls, identify and remediate gaps. • Build & develop strong relationships with internal label finance and legal departments, communicating regularly on operational issues. • Partner with Participations senior team, to identify, develop and lead department process improvement initiatives and evaluation of resources needed to meet all deadlines. • Manage & prioritize both team & individual workflow to meet or exceed department deadlines, productivity and quality expectations, and to ensure all inquiries receive responses within established timeframes.

Served as Sr. Director of Finance/Financial Controller for a digital distribution company dedicated to independent filmmakers. Every day accounting tasks, including AP/AR and month end closes, audit preparation, as well as heavy financial and royalty reporting. Reported directly to CEO.

Develop complex internal and external financial models for a start-up company to evaluate business strategies, potential acquisitions and other transactions.Develop, manage and reassess strategic plan, forecasts & budgets alongside senior management.Reporting P&L, ad-hoc reports and forecasting directly to venture capitalist and investment teams.Perform marketing research and competitive analysis of potential customers and sales channels.Work alongside product managers to develop business strategy (from early R&D through go-to-market) for newly released products and products currently in development.Assist manufacturing and supply chain with procurement/cost pare-to charting, PPV modeling and spend development/analysis to ensure positive ROI.

Creation of accurate and timely analyses on a wide variety of areas including: marketing offer operational performance, trend analysis, campaign performance and subscriber behavior and responses to marketing offers.FP&A: Forecasting and budgeting of a $1B annual department budget of a Fortune 500 Company with facets including customer account credits, hardware, movers and disconnect/win-back. FP&A: Managing to and reconciling execution of budget and planning via progress tracking and documentation.Quantitative analysis of KPI’s often via decay and sensitivity modeling to assess risk and possible opportunities for growth or change.Managing customer segmentation including implementation of margin-based strategy.Partnering with cross functional teams such as Finance, Strategy, Business Analytics and Customer Care to understand enterprise trends, competitive environment and their impacts on subscriber behavior and provide conclusions and recommendations to business owners.Consolidation of information so as to present relevant findings to program managers and senior management in a clear and concise manner.Develop new analytical tools and enhance existing ones where needed as well as providing insight and developing new ideas and approaches to improve operational results.Leading and participating in data analysis in highly complex business problems that develop into executive level presentations identifying business trends, operational successes and opportunities based on transactional data.Troubleshooting and ad hoc analysis/investigation when data or unexpected issues occur.

Through reporting and analysis, assist in the financial decisions, strategic direction and budget development of one of the largest public utilities in the State of California. Responsible for capturing large amounts of data through various software platforms so as to provide accurate and timely analysis on operational performance, market and industry trends, as well as customer behavior.Variance analysis of forecast to budget performance including researching and troubleshooting potential problems and issues that may need attention or correction.Create and maintain power supply load databases and the costs associated with source generation in order to develop reports and analysis for the general manager of the utility.Report utility data to State and Federal entities regarding emissions and load profiles.Analyst for the SMART Grid program; creating and maintaining database of information requested by the DOE, analyzing baseline and impact metrics, evaluating the impact and importance of Smart Energy Demand tactics and mechanisms. Participate in advisory committee that enforces adherence to State imposed guidelines and goals for renewable energy; this oversight committee also serves to assess positions and hedges, losses, and political risks and how they impact public interest.

Reported directly to the CFO/Executive VP of Finance and Operations, assisting in many administrative functions.Adherence to policies, procedures and regulations set forth by both the California Department of Insurance and the Department of Real Estate. Regular reporting and statistical analysis as well as complex reporting for special projects.Preparation and analysis of monthly, quarterly and annual budgets/forecasts; creation and analysis of business reports on sales representatives, escrow officers and functional units.Reconciliation and true-up of commissions, paid-time off accruals and business expenses; research and update resources regarding and understanding of competition as well as industry trends and fluctuations; innovate new ways to analyze escrow and title business and trends through current and potential business models.Constant interaction with county managers to coordinate structure, ideals and goals of individual business units; cross communications with cooperating departments such as accounting, legal, human resources, administration and payroll.Analysis using inferential, numerical and variable statistics; extensive knowledge of balance sheets, cash flow and P&L statements.Management of multi-million dollar investment transaction portfolio.Facilities Management: Cost-benefit analysis and review of commercial lease terms and conditions; demographic research including residential property profiles and market activity; vendor relations for corporate and production offices.Technical Abilities: Financial Applications (FRx, Great Plains, Cognos); Software (Citrix, Excel, SQL Server Management Studio); query by Transact-SQL, and familiarity with multi-dimensional structures like OLAP cubes.