C-Level finance leadership with responsibilities for finance, treasury, accounting, human resource, and customer service functions. Implementing best practices and off-the-shelf, cloud-based solutions wherever practical to help this fine company continue its incredible 30 year journey. Implemented Salesforce CRM, FinancialForce accounting, Xactly sales commission, Avalara sales tax, and ADP Workforce applications.

Advised and assisted NewStar Fresh with spin out of business unit from holding company, resulting in a independently capitalized, stand alone business for the new owners and clean separation of the business unit for the holding company.Advised and assisted Wolfsen's Inc. with senior financial issues as they transitioned the deployment of their investment capital from one business sector to another after the business unexpectedly lost their key financial person. End result was a smooth transition to a permanent CFO with no loss in financial reporting, tax compliance, and improved processes implemented.

For over 60 years Robert Talbott Inc. has set the standard in luxury apparel and fine wines with its hand-sewn shirts and ties made in Monterey, California, its co-manufacturing partners in Italy, and 600 acre estate-vineyard in the Santa Lucia Highlands.We are masters at sourcing fabrics from mills in Europe, having it delivered to our manufacturing plant in Monterey, California and co-manufacturing partners in Italy and other countries, and then shipping it out to high-end retailers around the country.As an estate vineyard, we grow our own grapes, produce, and bottle very fine Pinot Noir and Chardonnay wines that are shipped nationwide.- Increased company's asset based credit facility to meet working capital needs- Established purchase order financing facility- Led activities to achieve financial and marketing forecasts- Navigated a global supply chain and negotiated with suppliers to achieve sourcing goals.- Increased the quality of financial reporting for better decision making

Improved financial and management reporting for this mid-sized (>100 employees) manufacturer and marketer of specialized premium food products. Created a vibrant and more efficient customer service team that effectively serviced a growing domestic and international customer base of the world’s biggest and best retailers and thousands of independent shops.Made SAP Business One and Fourth Shift Edition MRP applications more useful to achieve operational improvements by providing meaningful production and financial reports, leading to significant increases in revenues and improvements in all operating ratios, successfully navigating seasonal issues inherent in the industry.Significantly improved performance of customer service department by increasing number of orders handled per person while reducing errors by taking a team approach to managing and using objective data for feedback.Implemented technology solutions to increase information availability to company and decrease amount of time required to perform monthly close of books from 30 to 5 days, and decreased overhead costs and risk through implementation of ADP, and streamlining treasury functions.Decreased average collection by 7 days while increasing number of credit accounts.Created 5 year financial projection model and integrated into financial reporting.Introduced and implemented GAAP and meaningful financial analysis for better management decision making and higher credibility with interested parties, and utilized key performance indicators used for continuous improvement programs.

Initiated up the finance, accounting, legal, and back office operations of this clinical research service provider with significant input into patient recruitment operations.Negotiated contracts with large pharmaceutical company customers overcoming "new" company obstacles.Procured radio & newspaper advertising buys for national advertising campaigns, including establishing credit terms with no credit history.Managed physician (medical office) investigator sites on patient recruitment.Established and managed outsourced and internal call center operations.

Re-established credibility of this 100+ employee corporate re-start in pharmaceutical research services / clinical trials, while growing revenues and transitioning from losses to profits while negotiating and restructuring debts with over 500 vendors and taxing authorities, avoiding bankruptcy and leading to successful operations.Raised $5 million in Series A and Series B rounds.Simplified accounting and back office procedures by migrating corporate accounting systems from MAS90 to Peachtree, enabling better financial and management reportingImplemented ADP payroll, human resource, 401-K, and Time & Attendance applications for cost savings and increased level of service to 90+employee companyNegotiated and procured millions of dollars annually of media buys in all US marketsManaged initial and subsequent independent accountant auditsEstablished multi-million dollar credit facilities with regional banksNegotiated sub-lease of 30,000 sf building for $175,000 annual savings Responsible for acquisition of out-of-state technology subsidiaryResponsible for all legal matters including contract negotiations with Fortune 50 customers

Provided financial advisory services to Silicon Valley firms, including fund raising (angel and venture capital), management expertise, devising and executing exit strategies. Client companies in the semiconductor capital equipment, software, personal electronics, printed circuit board, internet service provider, and related industries.

50+ employee Innovator of web content management software in transition to being a provider to Fortune 500 and similar customers.Part of a new management team to re-launch company from being a service provider to a seller of enterprise level software to major customers.Implemented cost accounting policies and procedures and GAAP financial statements.Completed corporate reorganization including retraining of employees, downsizing of company where necessary and building new management team.Raised $4.4 million in a private placement when funding environment was contracting.Maintained all corporate records, including documenting board of director and shareholder actions as corporate secretary.

Completed corporate turn-around of this leader in innovation and marketing of hands free communication devices in mobile, office and home markets. Raised $2.5 million in Series A and follow on rounds.Implemented GAAP practices and useful financial, production, and management reporting to enable good decision making.Negotiated multi-million dollar contracts with multinational customers (retail & OEM).Revamped warehouse operations to cure chronic shipment and billing problems while increasing service levels to customers.Responsible for relocating corporate headquarters from San Jose to Los Gatos, including negotiating real estate leases.Point person on mergers & acquisition activities, including being successful acquisition by Plantronics, resulting in substantial capital gains by shareholders.Raised multi-millions in angel and venture capital.

Innovator of facility maintenance management software solutions for the energy and semiconductor industries.Transitioned the company from being a small software developer to a provider of software solutions to major customers.Managed in-depth audits by IRS and California Franchise Tax Board.Reorganized all financial and back office operations while implementing generally accepted accounting principles and cost accounting of engineering implementers.Developed and executed on exit strategy for founder and negotiated sale of company to Brooks Automation after a competitive bidding process.

Classic start-up success story in Silicon Valley involving semiconductor capital equipment. Held initial and final finance position from start-up through acquisition by FSI International.Initiated accounting and financial systems for credibility with interest parties and management decision making.Responsible for all financial, accounting, legal, and human resource functions when growing the company from 5 employees to 60.Handled international shipment, collection, and contract negotiations issues.Managed and negotiated move of corporate headquarters.Key role in relations with contract manufacturers and partial transition to manufacturing.

California's largest mortgage originator and $5 billion retail banking operations.Hired as a general accountant, promoted to various positions with increasing levels of responsibilityResponsibilities included handling accounting for real estate owned (REO), insurance subsidiary, derivative instruments, capital calculations, gain on sale of loans, and other areas where accurate accounting required sophisticated financial analysis.Fulfilled SEC and other regulatory reporting requirements.