• Oversee Audit, Compliance, Risk Management and Legal Divisions• Report to the Credit Union's Supervisory Committee & Chief Executive Officer• Define objectives, plan, organize, direct and control the internal audit functions• Responsible for the planning and execution of financial, compliance and operational audits of the credit union’s activities to evaluate internal controls and ensure compliance with policies and procedures • Carry out a comprehensive risk-based internal audit plan that addresses and mitigates identified risks • Create, maintain, oversee and direct an Enterprise Risk Management program that manages risk by identifying, escalating and remediating high risk operational, strategic, reputational, financial, fraud, business continuity and/or information security threats or vulnerabilities • Serve as primary resource for establishing standards and procedures to ensure compliance with all applicable industry laws and regulations

• As a board member, I play a key role in shaping company strategy and ensuring alignment with organizational goals. I work closely with executive leadership to guide high-impact decisions and contribute to long-term planning.• Provide strategic oversight and governance on key organizational initiatives.• Collaborate with executives to align company vision with market trends and growth opportunities.

• Instruct and mentor Becker Professional Education students to successfully pass the Certified Public Accountant (CPA) examination • Provide in-depth accounting theory instruction supplemented by examples of practical application • Cumulative student-feedback instructor rating: 4.99/5.0; consistently recognized as one of the top 5 faculty in the country based on cumulative weighted-average evaluation scores (2013-2017)

SDG&E and SoCalGas•Operated as central point of contact and responsibility for influencing regulatory developments•Worked with executive leadership to develop and implement strategies for achieving business and policy objectives before state regulatory agencies. Advise company leadership teams (CEO, COO) on key regulatory issues •Led the preparation of regulatory positions used to further company’s business interests & advocate company positions and negotiated successful regulatory outcomes

•Consistently recognized as the top performing leader in the division; tasked with executing comprehensive training, implementing control and best practices policies and ensure knowledge transfer and leadership development for all levels of the organization•Led and direct a team of high-level managers in support of the development and implementation of key regulatory policy and business objectives; demonstrated effectiveness working within a cross-functional, matrixed organization •Relied upon to translate complicated regulatory concepts for all levels of leadership as well as community, governmental and nonprofit stakeholders; viewed as an effective communicator who can quickly establish trust and bring problem solving mindset•Provided strategic insight into emerging regulatory issues and implement new policy directives from state agenciesPreviously oversaw Electric Resource Planning & Policy including SDG&E’s electric procurement filings

•Represented SDG&E as a subject matter expert in electric rate recovery and cost shift mitigation including submitting expert witness testimony to the California Public Utilities Commission•Developed and oversaw financial analysis to support expert testimony using complex utility rate modeling•Oversaw major rate implementation/modeling including leading the planning, design and implementation of the multi-year cost recovery overhaul and implementing new regulatory requirements to re-design the rate model

• Oversaw the development of regulatory strategy for assigned cases and tactics to be pursued• Directed the preparation of regulatory applications, petitions, motions, testimony and exhibits• Organized corporate-wide case teams and managed their participation in regulatory proceedings

• Taught undergraduate-level Accounting courses including: Principles of Financial Accounting and Principles of Managerial Accounting• High-level focus areas included financial statement presentation and analysis and cost assignment

•Translated complex policy issues for a broad audience of external affairs stakeholders bringing multiple solutions to business issues•Managed subject-matter expert teams and oversaw drafting of formal comment letters on key regulatory and legislative issues •Harmonized policy differences between business units working with all levels of leadership; produced topical white papers and issue briefs •Determined implementation plan and analyzed impacts of new legislative policy including translating potential risk to operating units

•Led financial, operational and regulatory audit teams, identified audit objectives and scope; managed full audit life cycle •Worked with and supported group management in developing annual audit plan and enterprise risk assessment•Conducted audits of company operations including reviewing real estate contracts, leasing agreements, right of way and easements, ensuring compliance with contractual obligations, legal requirements and maximizing value. •During lease agreement audit, uncovered a thirty-year agreement that had not exercised contractual right to increase rent (prevented ongoing loss in the tens of millions of dollars)•Assessed risk and recommended changes to improve operations by drafting and communicating audit results to senior management

• Performed financial statement analytics and cost variance analysis including accounting issue research • Prepared closing entries, financials and general ledger reconciliations each month, quarter and year end• Reviewed cash activity and posted to general ledge• Reviewed lobbying and political contribution proposals, interpreting policy, researching community ordinances and communicating decisions based on management’s recommendations• Participated in quarterly tax provision preparation and account analysis and aided in processing federal and state tax filings• Prepared reconciliation and net operating loss analysis for numerous companies covering a 30-year period

Various public accounting, compliance and bookkeeping roles with experience in restaurant accounting, retail, legal and tax organizations.