• Managed budget for general and administrative functions (Finance, HR, Admin, IT, and Legal), including headcount resource and capital expenditure planning.• Created full year financial business plans and partnered with department heads to develop accurate, timely updates.• Created and maintained complex financial models and ensured they reflected current business understanding, corporate structure and overall strategy.• Provided monthly and quarterly variance evaluations, distilling business and operational variance drivers for Board of Director and Officer level presentations and communications.• Provided financial support and strategic guidance for various Company-wide initiatives, including implementation and roll-out of salesforce.com CRM application.• Managed SOX 404 program. Developed thorough understanding of all key finance and accounting processes and related internal controls while partnering with cross-functional teams to implement best practices to efficiently achieve and maintain SOX compliance.• Received Johnson & Johnson Platinum Encore Award (highest level Encore award) - recognized for "Achieving Results" and "Developing and Leading Others".

• Performed independent equity research focused on in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash-flow and financial position reported by public companies listed in the U.S. and abroad.• Performed qualitative and quantitative financial analysis.• Developed investment theses based upon independent research. Wrote detailed research reports and presented theses to clients on a regular basis (primarily hedge funds and institutional money managers). • Developed financial models in Excel for use in research process. • Monitored accounting pronouncements and developments and relayed pertinent information to management and peers.

• Conducted and managed all phases of the statutory audit process: planning, substantive testing, SOX work, and reporting.• Successfully managed audit teams to complete all engagements within allotted budgets and maintained detailed and accurate information for successful out-of-scope billing opportunities.• Prepared and reviewed SEC filings, including Form S-1, 10-K, 10-Q, Press Releases and Debt and Equity Comfort Letters.• Evaluated industry and business level risks and handled confidential information daily.• Analyzed and audited financial models for opening balance sheets of acquired companies, revenue reserves, asset impairment, goodwill valuations and stock valuations.• Identified and researched complex accounting policies and methodologies and presented determined solutions to management.• Cultivated professional relationships through communication and collaboration with all levels of personnel on a daily basis.• Chairman of Ernst & Young San Diego Office Enhancement Committee• Founding member of Ernst & Young San Diego Community Outreach Committee

Helped clients coordinate current resources with financial goalsSolutions included life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis.Obtained California Life Agent License

Commercial Real Estate intern. Learned the basics of the real estate industry while meeting with potential buyers and working with a team to complete deals. Obtained California Real Estate License.