Functional Skills
Tax Preparation
Accounting
Corporate Finance
Budgeting
Risk Management
Commercial Due Diligence
Forecasting / Projections
Communications
Financial Planning & Analysis (FP&A)
Certifications
CPACertified Public Accountant
Sector Experience
Financial Services
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Kingston Consulting
Accounting
Partner
4/2024 - Present
• Provided CFO services for small businesses.
• Assisted Company's with US GAAP and accounting needs.
• Consulted with business to optimize business operations.
• Tax preparation/consulting/planning for business.
• Assisted Company's with US GAAP and accounting needs.
• Consulted with business to optimize business operations.
• Tax preparation/consulting/planning for business.
Tribal Nutrition
Finance
Chief Financial Officer
1/2015 - 3/2024
• Led the financial growth of the Company from $250 thousand to $250 million.
• Negotiated contracts savings the company $2.5 million annually.
• Implemented credit arrangements saving the Company over $1 million annually.
• Oversaw 10 direct reports and over 100 people.
• Responsible for accounting, financial reporting, tax, treasury, FP & A
• Negotiated contracts savings the company $2.5 million annually.
• Implemented credit arrangements saving the Company over $1 million annually.
• Oversaw 10 direct reports and over 100 people.
• Responsible for accounting, financial reporting, tax, treasury, FP & A
Kingston Consulting
Accounting
Partner
9/2012 - 12/2014
• Provided CFO services for small businesses.
• Assisted Company's with US GAAP and accounting needs.
• Consulted with business to optimize business operations.
• Tax preparation/consulting/planning for business.
• Assisted Company's with US GAAP and accounting needs.
• Consulted with business to optimize business operations.
• Tax preparation/consulting/planning for business.
US Bancorp
Accounting
Vice President External Reporting
6/2010 - 8/2012
• In charge of all external and internal reporting including SEC, Regulatory and Management Reporting.
• Revised SOX 404 process and improved controls reducing risk
• Worked with business units to improve relationships and functionality between business lines including reporting functions (SEC, Regulatory, etc.), Financial Planning & Analysis, and business segment controllers.
• Performed calculations for bank regulatory capital purposes (Basel I, II and III).
• Revised SOX 404 process and improved controls reducing risk
• Worked with business units to improve relationships and functionality between business lines including reporting functions (SEC, Regulatory, etc.), Financial Planning & Analysis, and business segment controllers.
• Performed calculations for bank regulatory capital purposes (Basel I, II and III).
Ernst and Young LLP
Accounting
Manager
1/2008 - 5/2010
• Managed Audits and acted as lead manager for Office of Chairman accounts, Fortune 500 and leading Silicon Valley companies.
• Completed due diligence on proposed acquisitions of target companies.
• Mentored seniors and staff by helping them master US GAAP concepts.
• Completed due diligence on proposed acquisitions of target companies.
• Mentored seniors and staff by helping them master US GAAP concepts.
PricewaterhouseCoopers (PwC)
Accounting
Senior
1/2000 - 12/2007
• Acting manager on audits for Fortune 500 and leading Silicon Valley companies.
• Completed due diligence on proposed acquisitions of target companies.
• Completed due diligence on proposed acquisitions of target companies.