Senior Finance Manager

Astute bilingual accounting & finance manager in accounting, financial planning, and implementation of financial strategies for high growth companies - including startups through multimillion-dollar organizations. Extensive experience with acquisitions, integrations and information systems. Provides “hands-on” collaborative approach to manage, motivate, and develop staff.

• P&L and Cash Forecasting, Modeling and Reporting

• Designing & Managing Complex Operational & Accounting Systems –

Sales, Billings, Treasury & Foreign Operations & Accounting Consolidations

• Designing, Implementing & Maintaining Effective Internal Control & Governance Structures

• Technical Accounting, Tax & SEC Issues – Revenue Recognition, Purchase Accounting & Equity Comp

COMPANIES AND PROJECTS 2009 – present

Orchard Supply Hardware, Splunk, Alere Home Monitoring, Guidewire Software, Morpho Detections (Safran), INX, SGI, Eastern Light Capital, Phaze Industries, Catholic Charities East Bay, & NetShelter Technology

Finance Consultant

• In 2012 served as interim Corporate Controller leading preparation of first 10-K filing post Sears Spinoff for a $660 million retailer.

• During 2011 assisted in preparation and filing of two S-1/IPOs, including restating fiscal year financial statements, completing 3 year audit, two years of review, footnotes preparations, and MD&A; and led accounting operations acquisition integration of two health services companies.

• Between 2009 and 2011 led an Oracle migration “controls sections”, internal control reviews & testing; financial close management software selection and implementation (BlackLine); revenue recognition accounting; SEC reporting; financial planning, revenue cycle process optimization, interim Finance Director

EXIGEN SERVICES LTD, San Francisco, CA 2008 – 2009

Private roll up company of software, services & subscription

Corporate Controller

Collaborated in organizational strategy leading the global accounting group for a corporate transaction. Directed and oversaw all aspects of the finance & accounting functions. Led accounting and global treasury operations including month end close; transaction processing groups in accounts payable, payroll, cost accounting, revenue and receivables for groups in eight countries; direct staff of 8.

• Led such projects as implementation of revenue recognition rules SOP 97-2, 98-9, EITF 00-21, SOP 81-1, SAB 104 including VSOE analysis; four purchase accounting transactions and valuations (FAS 57, 141, & 142,); tax reformation, international tax & transfer pricing implementation, FAS123r share-based compensation accounting implementation; MS Dynamics Axapta User Requirements & Gap Analysis, data structure design and disparate data integration; Established multiple country functional reporting policy for complex consolidations(FAS 52).

BRIGHTSOURCE ENERGY, INC., Oakland, CA 2007 – 2008

Solar thermal plant developer

Corporate Controller

Led a multi-cultural, multi-location global startup in accounting, reporting, revenue recognition, project cost accounting and internal controls development. Managed international tax planning and compliance, equity accounting and Variable Interest Entity (FIN46r) Analysis; staff of four.

• Led or participated in key projects including $115 million private equity financing, Oracle User Requirements Analysis, RFP, System Integrator selection process, data structure design for general ledger, and project accounting sub ledger for Oracle. Managed international tax study, annual audit and project cost accounting, risk assessment and analysis.

VYYO INC., Palo Alto, CA 2005 – 2007

NASDAQ: Global telecom equipment manufacturing

Company relocated to Atlanta

Corporate Controller

Led all accounting, SEC (10-Ks & 10-Qs) and SOX development & compliance. Managed revenue recognition, EIFT 00-21 & SAB 104; cost accounting, equity accounting, sales order administration, tax planning & compliance, and audits. Participated in $25 million public equity and debt financing. Consolidated accounting systems into Great Plains; staff of four.

COMPANIES AND PROJECTS 2003 – 2005

Sipex, Exar, Terayon Communications, Asyst Technology, Calpine & Others

Interim Controller or Finance Consultant

Led the accounting & SEC reporting; SOX development & compliance during difficult transition periods; acquisition integrations, Oracle systems consolidation, and revenue recognition accounting.

SOFTNET SYSTEMS, INC., San Francisco, CA 2000 – 2003

NASDAQ: Broadband communications & manufacturing

Prepared company for sale & relocation to New York

Corporate Controller, Vice President, Finance & Administration

Led strategic planning, sales operations & order administration, human resources, legal, IT, & facilities functions. Managed all accounting including revenue recognition, financial planning and forecasting. Directed selling of four broadband business units and acquisition of an insurance company. Also elected by the Board of Directors as Acting Chief Operating Officer and Secretary. Managing 320 employees through eight direct reports.

• Directed and managed integration of accounting, facilities, HR, financial planning and sales administration systems to reduce monthly cash burn rate from $12 million to nearly breakeven.

• Saved $22 million by consolidating leased properties, asset sales and negotiating better contracts with customers, vendors and creditors;

• Maintained SEC listed filing status (timely filing of 10-Ks, & 10-Qs among other forms) and implemented SOX Disclosure Controls

• Led strategic direction and due diligence of new businesses, financial analyses including tax and capital structure analysis. Completed a complex purchase and sale of SoftNet Systems.

Previous Experience:

iLux Corp., Corporate Controller & Treasurer (Software Marketing)

Company closed

Envirotest Systems Corp., Director Finance and Reporting (SEC filings and System Implementations)

Prepared company for sale

MICRONICS COMPUTERS, INC., Manager, Financial Planning & Reporting (Manufacturing computer parts)

Prepared company for sale

SPECTRUM HOLOBYTE, INC., Director, Studio Finance (Software games)

Downsized/RIF

SEGA OF AMERICA, INC., Manager, Finance (Software & hardware games)

Division relocated to Chicago

PARAMOUNT PICTURES, Director, Financial Reporting; Senior Internal Auditor (Movie & TV industry)

KPMG, Staff Accountant, Audit & Tax

EDUCATION, AFFILIATIONS, SYSTEMS

California State University, Hayward ● Bachelor of Science, Business Administration/Accounting

CPA Licensed State of California, active ● CAL Society CPA’s, AICPA, FEI

Actively supporting various (volunteer) nonprofit organizations ● Fluent in Spanish

Software: Oracle (10i, 11i & 12g), NetSuites, JD Edwards, AS400, QAD MGG/PRO, SAP, Solomon, PeopleSoft; Microsoft Dynamics Axapta and Great Plains, FRx; Epicor, Peachtree, QuickBooks, & Equity Edge.

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