Responsible for customer support, supply chain, logistics, and facilities functions for the market leader in End Stage Renal laboratory testing.

Oversaw internal and external financial reporting, budgets, audits, and tax preparation, and beginning-to-end acquisition process –valuation analysis, financial validation, due-diligence. Led 3-person team in delivering timely and accurate accounting, financial planning and analysis (FP&A) and reporting. Navigated complex business shifts.■ Eliminated annual outsource expenditure. Insourced accounting and payroll activities; created general ledger and operational processes. ■ Automated purchase order, accounts payable, and requisition processes. Implemented electronic data interchange (EDI) with key vendors. Increased account accuracy, decreased manual processing, and reduced collection costs and department headcount with improvements. ■ Improved customer experience. Provided easy access to account information through new web-based portal and analytical tools. Directed development and installation. ■ Earned MBA, concurrent with, and while contributing to, company growth.

Implemented annual budget process and created business operations spreadsheet models in support of 25% year-over-year growth. Recruited to provide executive-level financial analysis and decision-making support. Identified opportunities and enable proactive approach to emerging issues. Developed acquisition target models and valuations.

Boosted sales team efficacy with redesigned revenue forecast and sales tracking processes. Designed, built, and produced senior-level, monthly headcount and revenue forecast reports. Adhered to generally accepted accounting principals (GAAP) in complex revenue forecasting. Created 3-year sales plan for account, product, and customer segments.

Portfolio Assistant, Silicon Valley Bank Asset Management, San Francisco, CA (7 months)■ Led client data migration process from existing database to new sales tool. Collaborated with traders in research, filing, logging, and reconciliation of trade tickets.Summer Analyst in Investment Banking Division, W. R. Hambrecht + Co., San Francisco, CA (3 months)■ Defined protocols and authored style guide for traditional and auction-based equity offering prospectuses. Prepared senior-level presentation materials and communications and performed US and Asia-based company valuations.