OVERVIEW

• All Aspects of Corporate Start-Up (SaaS, Wireless Services, Enterprise Software)

• Financial Reporting/Analysis, Budgeting, P&L Responsibility

• Personnel Management and Development, Compensation Package/Benefits Development

• Project Management/System Implementation

• Billing, Revenue Assurance/Recognition, Operational Controls, Merchant Services

• IT Management, Requirement Gathering through Implementation and Operations

• Call Center Services and Operations, Internal and Outsourced

• Process Engineering and Re-engineering

• Contract Negotiation and Vendor Management

• Marketing, Sales, Training and Technical Sales Support

WORK EXPERIENCE

2011 - present Business Management Consultant

Independent

Projects include: business plan development and fund raising, implementation of start-up activities including contract negotiations, financial modeling, pricing, competitive research, training development, cost evaluation, vendor and partner development, creation of marketing and sales strategy for new advertisement sales technology.

2009 - 2011 Simple Mobile Irvine, CA

Vice President, Finance & Operations

Simple Mobile is a start-up organization providing pre-paid mobile service nationwide.

Original Vice President responsible for establishing and managing policies and procedures for: Human Resources, Benefits, Customer Service, Training, Process Development, Revenue Assurance, Accounting, Finance, Sales Operations, Billing and IT.

Managed IT and third party vendors (billing, network, merchant services, etc.) implementing technical systems and supporting operational procedures.

Developed technical functionality to bill customers and generate commissions.

Built and managed internal Customer Care department and outsourced Customer Care facility.

Managed all finance and accounting processes including establishment of general ledger chart of accounts, A/R, A/P, payroll, corporate insurance, employee benefits, sales commissions and marketing funds.

2004 - 2009 DocEnTrust Newport Beach, CA

Founder/CEO

DocEnTrust developed software to support legal entities in the areas of content management, litigation support, work flow and collaboration, offered in SaaS, managed services and turnkey models.

Founded in 2004. Attained profitability four months after service launch.

Drove sales to medium and large global organizations.

Established all corporate policies/procedures, forecasts, budgets, price setting, funding, budgets, staffing and human resources.

Developed forecasts, budgets, product roadmap and marketing strategy for all software product offerings and models.

Negotiated partner and vendor contracts (EMC, co-location facilities, etc).

Developed hiring strategy, compensation packages, including establishment of company stock option plan.

Raised capital through angel and venture capital groups.

2003 - 2004 Allianz Dresdner Asset Management Newport Beach, CA

Director, Revenue

Allianz Dresdner Asset Management (owner PIMCO, etc.) was one of the largest investment management organizations in the US.

Responsible for the billing and collection of all subsidiary organizations and clients.

Managed a bi-coastal staff with international responsibilities.

Provided Assets Under Management reporting used by all levels of the organization to track asset growth and allocation.

2001 - 2003 WirelessCar Irvine, CA

Vice President, Business Operations

WirelessCar was a global organization in the telematics industry. WirelessCar offered a technology independent network, back office infrastructure and billing services in a SaaS/Managed Care environment.

Managed the implementation of a multi-million dollar billing system in the U.S. and Europe, on time and within budget with a staff of five.

Responsible for all aspects of the billing service bureau line of business.

Responsible for vendor sourcing call center implementation and operations.

Sales Operations responsibilities: technical sales support, including pricing, term negotiation and RFP responses.

Responsible for accounting, financial reporting and budgets. Key contributor to the capitalization structure, employee stock option plan.

2000 - 2001 Flashcom Huntington Beach, CA

Director, Finance Operations

Flashcom, Inc. was a provider of DSL services to residential and small business customers in 48 metropolitan areas.

Reported to the CFO, assumed responsibility for critically flawed financial operations and a billing operations.

Developed and managed a strategy to quantify critical business metrics previously unknown, including customer base (~45,000) and monthly revenues ($4M).

Responsible for a staff of 65, both professional/management and line employees with call center responsibility.

Conceived and facilitated an effort to recover approximately $2M in earned unbilled revenue, including over

$720K in systematic backbilling. Further manual efforts resulted in the recovery of $269K.

Facilitated the development of a dispute resolution action plan enabling the company to maintain credit card processing privileges.

Responsible for Revenue Assurance, Billing, Credit, Collections, Reporting, Data Integrity and Process

Engineering.

Responsible for financial and operational impact analysis of new products and pricing.

Created and directed an enterprise wide cross-functional change management/re-engineering team to improve operational efficiencies and customer care.

1997 - 2000 MediaOne/AT&T El Segundo, CA

IT Manager

MediaOne was the third largest US cable company, providing entertainment, information and communication services to over five million customers. Southern California annual market revenues were in excess of $400M.

Managed IT and Revenue Assurance for the launch of services, including the billing and customer care systems, all peripheral systems, third party interfaces and vendor management.

Managed within the IT budget of $7M, with seven technical team members.

Developed requirements and functionality to bill for Carrier Access and Interconnect revenues, including invoice creation, tariff interpretation and accounting and reporting methodology.

1992 - 1997 AirTouch Cellular Irvine, CA

AirTouch, presently Verizon Wireless, was an international wireless communications company. Served in multiple functions with increasing responsibility for the Los Angeles Market, an operating division with annual revenues in excess of $500 million, as well as Corporate Headquarters with National responsibility.

Corporate Project Manager, Manager Revenue Assurance, Marketing Analyst, Finance Manager, Accountant III

Managed the strategy and operations of fraud operations responsible for reducing the level of fraud by more than 75%, promoted to Corporate position with nationwide responsibility.

Company representative to all law enforcement agencies

Supported AirTouch markets and partnerships in their financial operations including financial reporting and accounting, business process re-engineering, development of metrics and implementation of technologies. Including operations for high volume Customer Service Call Center Operations.

Performed competitive analysis of market conditions to develop strategies.

Performed retention development activities, analyzing consumer habits and developing programs to retain customers.

Created Market Profile Reports reflecting current market information on all aspects of the business critical to all functional areas of the business.

Performed all accounting and finance aspects of wholesale billing and wholesale marketing initiatives.

1991 - 1992 Price Waterhouse Los Angeles, CA

Staff Consultant

Consultant, Information Technology

Projects included Bank of America/Security Pacific merger, development of a more equitable billing and taxation system for waste management service usage for the County of Riverside, General Ledger software design and testing.

EDUCATION

1991 MBA Business Administration – Accounting California Polytechnic State University,San Luis Obispo, CA

1990 BS Business Administration – Finance California Polytechnic State University,San Luis Obispo, CA

PROFESSIONAL AFFILIATIONS

Vistage International

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