SonoSim, Inc. is dedicated to improving and transforming medical care by serving as a global leader in ultrasound education and training. With its staff of leading ultrasound educators, instructional designers, content editors, scientists, and software developers, SonoSim has created the easiest way to learn ultrasonography, The SonoSim Ultrasound Training Solution.

Contracted by Company to perform a reorganization of the company business operations and financial systems through establishing business infrastructure, robust financial planning and reporting with scalability for company with diverse portfolio of brands and product lines. Responsibilities Included:✔ Lead finance, accounting and business intelligence teams to implement world class financial reporting systems to facilitate the strategic plan; provided stakeholders, from CEO to manufacturing floor, with insights into business operations through real time analytics and dashboards.✔ Aligned technology operations with strategic business objectives to validate and automate data flow while developing process workflow across the organization; provided leadership to management team by supporting the business. proactively, including establishing an inclusive process to keep an accurate prediction of the business’ financial performance. ✔ Oversaw all accounting related matters, including chart of accounts, banking, AP, AR, GL, payroll, inventory, loan accounting, interest allocations; in charge month and year end close process; prepare consolidation and elimination entries, complete consolidated financial reports; prepare corporate tax returns and tax planning.Selected Accomplishments:✔ Successfully spearheaded and completed $6.5 million real estate acquisition and $2 Million equipment purchases.✔ Successful implementation of SAP Business One Business (Financials, MRP, Sales, Inventory, Banking). ✔ Transformed manufacturing plant from build to order to a made to stock system through benchmarking studies to determine best processes and systems procedures.✔ Moved Company from Cash basis to accrual based accounting (GAAP). ✔ Over 18 months, was able to move from a negative cash environment to positive cash flow while paying off $4 million of debt.✔ Developed global supply chain purchasing models for materials purchased internationally.

Tesla Media Group, LLC, a Web Development and online Marketing firm, assists SMB businesses with building and marketing their products and services online: Search Engine Marketing, Content, Social Media, and Email.Brought on board to strengthen and optimize workflow, I have formulated a 3-year Business Plan including a budget, forecasting, and operational requirements. I created all ROI and KPI metrics for monitoring budget against actual spend. I held the global responsibility of for all organizational Accounting and Financial reporting, and optimized workflow in the Engineering Department to make the bottlenecks of development projects.Utilizing a catalog of features and products in developing pricing standards, I ensured that Tesla Media Group has standardized methodology and sales messaging for all sales forms and contracts.

iolo Technologies, LLC is a PE-backed software development company that produces system optimization tools designed to repair, optimize and protect PCs. The products and services are distributed through Retail Channel (Walmart, Target), Strategic Partnerships (Dell, AOL), and the iolo Ecommerce Cart, SMB.Taking on more senior and challenging roles, I took on the position of Senior Manager handling the company’s finance, account and business operations. I executed full cycle accounting including Accounts Payable, Accounts Receivable, General Ledger and account reconciliation.I managed the finance and operations and Served as a member of the Executive Team with responsibilities including HR and Administration with annual sales of $35M, and completed a close to $50M Merger & Acquisition sale of iolo TechnologiesSome of my accomplishments include the following:✔ Acquired Merger and Acquisition experience in Business Valuation, Due Diligence, and Post Integration✔ Conducted analyses and provided information to the M&A team, auditors and bankers for due diligence✔ Created a financial dashboard to provide real-time sales metrics and KPIs and transformed the company from cash-based to accrual based accounting (GAAP)✔ Established sale/use tax Nexus in 43 states through Voluntary Disclosure Agreements✔ Reviewed and approved e-commerce acquisition strategy and costs with customer obtainment✔ Streamlined operational expenses through cost containment initiatives and achieved savings of $1.2M✔ Launched a loss prevention process to reduce liability in sales chargebacks and realized savings of $500K

PI Pipeline Productions, LLC is a privately owned full-service turn-key production company specializing in the delivery of top digital media products from commercials, video content, and feature film.I partnered with PI Pipeline boards to managed finance and operations for PI Pipeline Productions. In this role, I performed all financial and administrative functions,withsales of $3MKey Achievements✔ Developed accounting systems aligned with both GAAP and industry regulations and requirements✔ Established the liquidity position of business operations through the preparation of accurate cash flow projections✔ Reported and analyzed the profitability and stability of the financial situation of the organization, and executed a strategic plan including cost efficiency improvements✔ Created monthly executive summaries and ad-hoc financial reporting for the owner and investors, and successfully returned investor initial investment on approved budget and forecast✔ Advised on legal and fiscal agreements and contracts with 3rd parties and contractors✔ Developed systems and workflow that provided operational insight to stakeholders, as well as procurement procedures for the producer unit to stay within production budget

Connect Wireless is a privately owned wireless company that operated 25 Verizon premium retailer locations in the Greater Los Angeles area, with an annual revenue of $25 M and 130 employees.I oversaw the company accounting, financial planning, and business operations and directed HR functions including compensation, benefits, company policy, and processes.Selected Accomplishment:✔ Developed KPIs that slashed operational expenses by 15% and launched a set of KPIs that measured performance of business operations✔ Instituted Just-In-Time inventory methods that boosted the monthly cash flow by $400K✔ Reevaluated vendor relationships and successfully reduced the cost of goods sold by 10%✔ Directed the sales use tax filing process and liaised extensively with the external audit team on matters on the annual review✔ Designed sales/operational metrics that enhanced employee productivity and sales performance

Enterprise Car Sales, a division of Enterprise Rent a Car, owned and operated 25 car dealerships and 2 certification centers in the Southern California. The Division had three business functions:Retail Sales Wholesale/Resale (purchase/resale vehicles)Certification/Quality Assurance (Manufacturing and reconditioning) Select Achievements✔ Responsible for accounting, financial analysis and operations of division ($150m/year).✔ Mentored and lead accounting/admin staff of 30 in accurate month/fiscal year end close.✔ Developed key performance metrics that created $3m/year in division savings. ✔ Reviewed P & L statements with dealerships and developed plan of actions to maximize ROI.✔ Managed operational and information technology functions including process improvements.✔ Administered business, sales and property taxes functions for retail and operational locations.✔ Developed cost containment initiatives to streamline operational expenses: Savings $3m.✔ Developed internal controls to ensure the integrity of operational and accounting processes.✔ Streamlined title process through technology initiatives that generated over $800k in savings.✔ Compliance director responsible for implementing internal controls and policy/procedures.