Adjoin serves more than 1400 clients annually throughout California providing a multitude of services to individuals with intellectual and developmental disabilities as well as securing housing Supportive Services for Veterans Families through its VA SSVF grant. • Non-profit with $30M+ revenue, 300 employees, and 40-year track record of social impact.• Rebuilt accounting department following significant retirements and 80% staff turnover, ensuring continuous financial operations and creating a collaborative team culture.• Restructured payroll processes, transitioning to a reputable third-party payroll provider, with the goal of reducing errors and enhancing compliance.• Successfully led company through four rigorous industry audits within 1st four months in the role.• Developed and presented the 2025 annual budget, securing board approval and aligning financial strategy with organizational goals.

Helping nonprofits and small businesses maximize their social impact. The Impact Lab at Mission Edge is San Diego’s hub for social impact. We offer programs designed to help early-stage social enterprise founders and small business owners test and validate their ideas and create a pathway to financial stability.• Serve as Fractional CFO for a non-profit social impact accelerator to build out financial models for 50 small businesses.• Review financials and give entrepreneurs candid feedback on what is working and what needs some help.• Develop financial models in Excel illustrating revenue drivers, costs of sales, operating expenses, net income, and timeline to profitability.

UCSD Health Sciences is a $1 billion+ organization dedicated to improving human health outcomes. The Department of Cellular and Molecular Medicine (CMM) is home to world-class researchers studying fundamental cellular processes and pathways, leading to enhanced understanding and breakthrough discoveries.• Managed over $6 million in research funding, ensuring compliance with university policies and federal regulations.• Oversaw financial operations of 2 recharge centers (Humanoid and Agilent Center of Excellence), which utilize predictive models to accelerate drug discovery using affordable fee-based services.• Developed and monitored project budgets, providing detailed financial reports to principal investigators and stakeholders.• Conducted financial analysis and forecasting to support strategic decision-making for grant-funded projects.• Facilitated regular financial reviews and audits, identifying and resolving discrepancies promptly.• Ensured accurate allocation of funds and timely submission of financial reports to funding agencies.• Reviewed and approved Oracle requisitions/invoices and Concur travel requests/reimbursements.

Provide financial consulting services to entrepreneurs and early to mid-stage businesses to help facilitate their growth objectives.• Work with founders on their business models and financial projections.• Provide clarity and structure in pricing, revenue forecasts, cost of goods sold, and expense management.• Recommend systems, infrastructure, and process enhancements where needed.• Assist with refining target market, engagement strategies, and developing KPIs (key performance indicators) to monitor performance.

Boutique wealth management firm focused on the needs of socially responsible investors.• Successfully launched, grew, and exited a financial advisory practice serving 150+ clients.• Managed client portfolios in excess of $20 million in AUM (assets under management).• Sold customized financial planning services, investment management, and insurance solutions.• Researched, developed, and maintained proprietary investment models.• Grew practice from 0 to 100 clients within first year in business.• Five Star Professional – Wealth Manager Award Winner 2021, 2022 & 2023.• San Diego Award Program – Investment Service Award Winner 2022.• Acquisition International – Best Wealth Management Advisor 2021 - Southern California. Distinction Award in ESG Investing.• San Diego Business Journal - Corporate & Social Responsibility Diversity, Equity & Inclusion Awards Finalist 2020.

Fortune 500 financial services firm ranked highest in overall investor satisfaction with over $1 Trillion in client assets.• Partnered with 275+ successful families and small business owners to organize their finances, document goals, and develop customized financial strategies that can be adjusted as needs evolve.• Managed client portfolios totaling $25 million in AUM (assets under management).• Business development activities yielded 3 new clients per month and roughly $5 million per year in AUM.• Advised clients on portfolio adjustments, retirement planning, college savings, and estate strategies while being as tax efficient as possible.• Created comprehensive financial strategies for 70% of branch clients, up from 28% four years prior, and cultivated a deeply served experience.• Started and grew referral-based networking group from inception to 24 members in one year.• Dedication to Service and Excellence Award in 2018.

Leading provider of SaaS software claims technology solutions to the Insurance and Auto Repair Industries. • Private equity owned company with $365 million in revenue and 1,750 employees.• Responsible for running Finance for two business units representing $125M in revenue, 400 employees and growing 12% - 18% annually.• Reined in expenditures through tighter tracking of project and account costs.• Facilitated cost structure optimization efforts by identifying and tracking $1.8M in productivity initiatives.• Reduced revenue and expenditure variances from 5% to less than 1% through comprehensive forecasting practices.• Assisted implementing NetSuite and Adaptive Planning to upgrade the firm's financial technology infrastructure.• Prepared Board of Directors slide decks and presented quarterly financials to business leaders.• Worked with HR and Sales to strategically align incentive compensation programs with organizational goals. • Evaluated the financial implications of new business opportunities, competitive threats and potential acquisitions to support the development of the company's five-year strategic plan.• Provided due diligence and integration support for the $25M strategic platform purchase of National Health Quest, Inc.

Ranked #1 graduate school for entrepreneurship for 31 consecutive years.• Led financial modeling, forecasting and cost analysis for a business proposal to build an online learning system for financial literacy. Earned top reviews from Venture Capitalist evaluation panel for “rock-solid financial analysis.”

Startup mobile and web application development firm.• Partnered in the conception and launch of a software development firm to compete in the emerging mobile app market. • Developed the financial model the company used to successfully secure $250k in seed financing.• Provided executive leadership on financial planning, governance, and vendor relations.

Leading provider of SaaS online banking technologies to U.S. mid-market banks and credit unions. Publicly traded (DGIN). $250M in annual revenues and 800 employees. Acquired by Intuit for $1.35B.• Oversaw annual budgeting and forecasting processes for Engineering, IT, Operations, Product Management and Lending Division, with the mandate to strengthen financial planning discipline in a group comprised of $75M in operating expenses, $12M in capital expenditures and 500 employees.• Bridged silos between Finance and Operations and created a mindset of data-driven financial planning and expense management. Received coveted "Management Integration Team Award".• Championed a new financial forecasting system to improve forecast accuracy, strengthen workflow process controls, enhance financial reporting capabilities and reduce forecast turnaround time.• Equipped business groups with new financial models to create more consistency and improve outcomes in sales compensation design, strategic partner revenue sharing agreements, and engineering outsourcing initiatives.• Educated teams on best practices in budgeting, expense capitalization and other accounting policies, enabling them to make better decisions regarding P&L and cash flow management.• Played a key role in improving operating margins by 20% through enriched systems, education and processes.• Company named by CNN Money and Forbes in 2006 as one of the fastest growing technology companies.

Technology component manufacturer and software developer for enterprise data centers. Publicly traded (JNIC) with $103M in annual revenues and 200 employees. Acquired by AMCC for $196M. • Originally retained to help Sales & Marketing be more business savvy about product pricing and sales forecasting. Promoted within a year to manage P&L for all cost centers and lead the sales order administration function.• Directed preparation of annual operating plan, capital budget, monthly variance reports, rolling forecasts, Board of Directors presentations and quarterly narratives. • Prepared CFO for quarterly earnings calls by maintaining a dashboard of key financial metrics.• Interfaced with our accounting firm (PwC) during quarterly and year-end financial audits.• Led monthly demand planning meeting with Sales & Operations to ensure adequate inventory levels were kept.• Introduced a master price list and discount framework to improve revenue predictability.• Established quotas with VP Sales and oversaw monthly commission calculations, accruals and payments to Sales representatives.• Created revenue and business development models to assist Sales secure contracts with customers and partners.• Provided financial due diligence for three potential acquisitions, assisted creating the five-year revenue model and identified operational synergies that were used for the sale of the company to AMCC.

Provider of internet software connectivity solutions for the mobile workforce. Privately held at the time and now publicly traded (IPAS). $45M in annual revenues and 125 employees.• Hired on to upgrade the financial systems infrastructure needed to support rapid growth.• Company grew 200% during my tenure, from $15M to $45M in annual revenues.• Member of a three-person project management team that identified and implemented multiple financial systems.• Replaced QuickBooks with an Oracle-based accounting system and integrated it with the company's proprietary call tracking system.• Launched Microsoft FRx for financial reporting, Best fixed assets software and a homegrown contracts database for the Legal department.• Responsible for installing software on employee workstations, assisted setting up the chart of accounts, testing General Ledger functionality and transferring historical accounting transactions to the new systems using Microsoft Excel as the intermediary tool.• Supported the technical development team, created user manuals, trained system users and manned help desk operations.

Developer of mainframe software and hardware products for enterprise data centers. Publicly traded (INLK). $32M in annual revenues and 100 employees. Acquired by Sterling Software for $64M.• Received successive promotions from Financial Analyst to Sr. Financial Analyst to Revenue Manager and managed a team of three in the areas of order entry, sales tax, and accounts receivable.• Led revenue recognition and reporting, customer maintenance renewals, and order to cash process for the global firm with operations in North America, Europe, and Asia. • Improved predictability of revenue forecasts by working closely with Sales during the deal negotiation process to structure agreements consistent with revenue recognition policies and desired outcomes.• Reduced monthly revenue close time from 5 days to 1 by implementing an Oracle revenue database and configuring the system for our business model.• Involved in the due diligence process during acquisition.

The nation's most trusted provider of commercial real estate market information and analysis. Privately held at the time and now publicly traded (REIS). $5M in annual revenues and 50 employees.• Brought in to strengthen primary research capabilities and improve market survey data quality. • Promoted within a year to oversee real estate market analysis and forecasting for assigned cities used for client asset management activities.• Coordinated the company's mentoring program as team leader.