OVERVIEW

A dedicated, pro-active, and results-oriented executive leader who believes that growth happens organically and through synergistic acquisitions, where integration is the key to ultimate success. Process improvement adds value that translates to profitability. Identifying technologies and systems that continuously improve service and collaboration of the entire organization enable transformative growth of companies into market leaders. Strong executive presence, exceptional strategic and analytic acumen with a passion for engaging with operating teams across the organization.

AREAS OF EXPERTISE

International Finance & Accounting

M&A

Operations and Process Improvement

US GAAP, SOX Compliance & IFRS

Audit

Shared Services & Systems

Strategic Planning & Positioning

Private-Equity Backed & Public Companies

PROFESSIONAL EXPERIENCE

Senior Vice-President 2017 – Present

Interim financial leader of a $500 million private equity-backed, leading national personal insurance distribution company with 700 retail stores in 18 states, national telesales in all 50 states, and an MGA business. Company is being acquired in a private equity transaction.

Lead a cross-functional support team located throughout the U.S. and in Mexico including FP&A, payroll, accounts payable, accounts receivable, tax, treasury and audit

Executed $575M debt financing transaction ($550M term loan and $25M revolver credit facility), including presenting to Banking Institutions and Ratings Agencies, completing analytics supporting solvency opinion, and covenant compliance/reporting requirements

Reduced close process from 30+ days to less than 5 days currently

Developed policies and procedures for all accounting, finance, reporting and legal activities reducing waste, redundancy and improving morale

Sodexo, Irvine, CA 2014 – 2017

A Fortune 100 world leader in managed services operating in over 80 countries while generating over $20 billion in annual revenue listed on the Paris Stock Exchange

Global Chief Financial Officer

Financial leader of Sodexo Home Care, a $150M division with both Company and Franchise operations in North America, Europe, Australia and Asia. Led the accounting, finance, legal, tax, internal audit, and acquisition teams. Report to CEO of Home Care and Group CFO.

Delivered organic annual sales growth of 32% and improved EBIT margin from 1% to 10%

Led acquisition and integration of fifteen companies in four countries adding over $100 million in annual revenue while exceeding the acquisition revenue and profit targets

Developed business case and led restructuring effort to align all departments to increase productivity, reduce days sales outstanding, improve cash flow and generate timely reporting resulting in $5M in annualized cost savings

Implemented Hyperion and PeopleSoft to automate and consolidate the accounting, payroll and reporting over all four continents

Established 13 new legal entities in 9 countries in response to company's worldwide growth

Reduced close process from 10 days to less than three days

Provide all financials including Auditor’s Consent for Franchise Disclosure Document

Experian, Costa Mesa, CA 2011 – 2014

A Fortune 500 global information company generating over $4 billion in annual revenue.

Vice-President, Global Consumer Services

Led the Global finance and accounting team for Experian Consumer Services, Experian’s global direct-to-consumer and business-to-business credit and protection membership ecommerce business in US, UK and Latin America totaling $1.5B in revenue.

Led global SAP ERP implementation project in rapidly expanding technology company with multiple divisions located on three continents

Established global shared service center to support operations while reducing HQ G&A expenses across global operations

Spearheaded M&A strategy and execution for three completed acquisitions totaling $240M

Coordinated finance divestment of two non-performing businesses to private equity group

Upgraded finance and accounting team, audit/tax firms as well as performance reporting

ARAMARK Corp., Irvine, CA 2003 – 2011

A Fortune 500 Company in managed services with $14 billion in revenue operating in 27 countries that was publicly traded and private equity held during my 8-year tenure.

Director of Finance and Accounting

Senior leader with direct P&L responsibility over $1B in revenue and $100M in EBIT for ARAMARK's Healthcare encompassing 6 geographical regions. Led team of 57 employees in multiple offices/locations and reported to the Division President and Group CFO.

Delivered compounded annual sales growth of 7% and profit growth of 11%

Updated and installed new payroll and accounting system to accurately track weekly hours, inventory and integrate Sales and Accounts Receivable

Managed staff to improve receipts, process timely Accounts Payable, monthly close and both annual and quarterly reports

Gateway Inc., Poway, CA 2000 – 2003

Gateway was a Fortune 500 direct marketer of personal computers with sales of $9 billion.

Director of Business Planning and Support

Leader for Gateway Business, a $1.5B division, managing planning, FP&A, accounting, QA, pricing, compensation and marketing/operations support teams totaling 101 employees

Implemented Siebel enterprise resource planning (ERP) system to track sales, project costs and development programs in rapidly changing technology environment

Taco Bell Corp., Irvine, CA 1994 – 2000

Taco Bell is a Fortune 500 company with over 6,500 company and franchise restaurants generating over $10 billion in revenue.

Sr. Manager of Strategy, Planning and Marketing Analysis

Produced Taco Bell’s 5-year strategic plan defining revenue cost and unit growth targets

Drove Same Store Sales ~4% per year with Same Store Profit growth at ~8% per year

EDUCATION AND CERTIFICATIONS

University of California, Irvine Master of Professional Accountancy, 2018

Pepperdine University Doctor of Education in Organizational Leadership, 2011

Pepperdine University Master of Business Administration, 1994

University of California, Riverside Bachelor of Science in Economics, 1993

Institute of Management Accountants

Certified Public Accountant Candidate

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