Provide financial planning and consulting services to various clients. Areas of expertise include: financial accounting, budgeting, control analysis, cost accounting, internal audit, financial reporting, personnel, benefits and related management/planning functions.

 Co-founded the start up scrap metal company and established the financial, human resources, administration and operations functions of the company. Grew from zero revenue to $28M run rate within first year of operations. Performed due diligence representing the company during the entire regulatory permit process when meeting with city, county, state and federal auditors and banking officials. Negotiated over 25 vendor contracts and worked with federal agencies including EPA, OSHA, and BAAQMD. Responsible for implementing safety training for all employees. Developed and implemented multiple programs to mitigate corporate liabilities.• Responsible for management of general administration of the firm, including human resources, employee benefits, payroll and information technology functions.• Oversaw all financial operations and directed corporate financial planning and structure.• Provided the analytical framework and financial metrics to enable informed business decisions that identify trends early to capitalize on opportunities and minimize risks. • Established and maintained effective working relationships with outside attorneys, consultants, brokers, banking relationships, vendors and employees as well as outside accounting firm on annual reviews.• Developed, implemented and maintained accounting and administrative policies and procedures for wide-ranging set of activities including financial accounting and reporting, employee relations (hiring/terminating policies) and other corporate policies.

 Directed, oversaw and controlled all financial activities including preparation of financial reports as well as summaries and forecast for future business growth and general operations for San Jose, California, Austin, Texas and Taiwan.  Assisted the company in restructuring the financial department and systems as needed to accommodate the transition of closing both the Austin and Taiwan operation. Reorganized finance department, streamline staff from five to three. By doing this during the economic crisis, the company is still operating today.  Developed and implemented daily and short range treasury forecast reporting to facilitate increased vendor and banking support.  Implemented full and partially self funded programs for medial, dental and vision to reduce out of pocket costs for the company as well as employees. Reduced costs for company by $150K.

 Directed, oversaw and controlled all financial activities of 17 entities ($250M) including preparation of financial reports as well as summaries and forecasts for future business growth and general operations. Client list included but not limited to Walt Disney and Universal Studios.  Established royalty auditing and reporting process resulting in first year improvement of approximately $250K overall annual goal of $1 Million. Restructured the financial department and systems as needed to accommodate the transition from public entity to private going concern. Reorganized finance department, streamlined staff from eight to five. Developed and implemented short range treasury objectives to maximize borrowing compliance to enable maximum available funding. Restructured the accounting staff to increase productivity, increase efficiencies, cut costs, take advantages of opportunities and maintain best practices for compliance of bank’s annual audit requirement as well as quarterly collateral audit. Reevaluated daily collateral reporting per bank load documents resulting in an increase in approximately $1 Million borrowing base. Reduced on line collateral reporting process from 7 hours to twenty minutes.

 Reported to the CEO and Founder and directed all financial operations. Assisted the company in growing revenue base to $85M. Client list included but not limited to Applied Materials and Novellus. Oversaw the career development and succession planning for the entire department. Trained, mentored and promoted staff. Performed various duties including: operating budgeting and forecasting; variance analysis; capital budgeting; cost / benefit analysis; financial modeling; and project management.  Developed and oversaw ongoing contract negotiation with 200+ vendors.  Coordinated and administered financial control of operations, including strategic planning, sales forecasts, expense budgets, accounts receivable, cost controls, and capital investing. Restructured financial systems as needed to emphasize cost accounting and cash flow, facilitated expanded volume to offset loss of margins, and mediated conflicting objectives of Sales, Operations, and Finance. Developed short and long range operating objectives, organizational structure, and staffing requirements, define job requirements, oversee hiring, and initiate training and development programs.  Reorganized finance department, streamlined staff and contributed to selection and implementation of complete financial, operations, and MRP package to automate key processes. Oversaw construction of two production facilities and revenue growth from $24M to $68M. Administered the company’s medical, dental, 401K programs, resulting in improved performance at no cost to company. Preserved medical, dental, and life coverage levels with no premium increases for three years. Replaced paper processing with electronic wire transfers, reducing AR aging from 42 to 31 days. Reduced workers compensation costs by 14% ($70K) by correctly classifying workforce. Reevaluated inventory, resulting in windfall tax recovery exceeding $400K.

• Directed financial management and human resources operations for six West Coast Regional manufacturing sites (CA, ORE, WA, NV) and 600 employees. Assisted the company in growing revenue to $125M. Client list included national wholesalers. • Established a human resources department to immediately address current employee benefit programs as well as cost control of Workers' Compensation and Unemployment expenses. Reduced Workers' Compensation claims exceeding $350K annually to less than $35K in five years. Reorganized, restructured, re-staffed, and cross-trained the general accounting and accounts receivable sub-functions, as well as the credit and collections department, to better reflect the company's needs.• Made critical contributions as a member of the management team to evaluate price structure, material consumption, and productivity, and to introduce the utilization of key performance indicators. Developed and oversaw ongoing contract negotiation with 200+ vendors.• Established the company’s first call center. Selected, installed and managed a telecommunication system to handle 25K+ customer calls per month. Managed the SAP implementation for the division. • Played key role in recovery from an annual operating loss of $2.3M in 1992 to become the top producer among eight fabrication divisions in 1997, despite operating in the highest cost area in North America, with restricted pricing due to national price policies, and fourth highest sales among the divisions.•

 Established the estate planning division of the O’Connor Foundation and secured $35M within the first year.

• Directed all financial activities for the division (600 employees) and manage the company’s financial reporting requirements, including the preparation of monthly, quarterly, and annual financial statements, internal reports, budget analysis, and quarterly tax reporting ensuring accordance with GAAP and compliance with all regulatory requirements.• Supervised and developed accounting, accounts payable and payroll staff. Participated and led the annual year-end audit process with internal and/or external auditors, as applicable. Directed and managed general ledger, payroll, payables, billing and receivables; maintained financial reconciliations and analysis.• Streamlined the material management system yielding first year saving of $796K. Reduced hospital's pre-existing sales tax liability from $279K to $57K through improved auditing. Contributed to restructuring hospital's long term debt, decreasing monthly interest expense by $181K. Recovered reimbursable capital expenditures in excess of $1.2 million per year.

 Identified the strategic business and financial implications and opportunities resulting from major corporate strategies and change initiatives. Developed approaches, processes and metrics that provided senior management with deep insights into the performance of the companies businesses, key business drivers (patient care vs. non patient care), operating trends, and areas for performance improvement. Oversaw construction of Phase I for two hospitals in San Jose (O’ Connor Hospital) and Morgan Hill, CA (St. Louise) assisted regional planning in office in securing 40% of constructing financing through bonds.