Functional Skills
Restructuring / Turnarounds
M&A Support
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Consumer Goods
Financial Services
Healthcare
Manufacturing
Big 4 Accounting
Top Consulting Firms
Experience
Independent Consultant
Finance
Interim CFO
1/2014 - Present
Interim/fractional CFO roles in health care, medical device, distribution and hand-crafted luxury consumer products, privately owned, publicly traded and private equity portfolio companies
Responsibilities/tasks on consulting engagements, severed as Interim CFO running day to day operations of the finance organization supporting other C-Suite Executives and operations of the organization.
Responsibilities/tasks on consulting engagements, severed as Interim CFO running day to day operations of the finance organization supporting other C-Suite Executives and operations of the organization.
Apria Healthcare
Finance
Principal Financial Officer /Chief Accounting Officer/Corp Controller
8/2007 - 12/2013
Responsibilities included overall financial management, including accounting, SEC reporting as a registrant and then holder of public debt with the Blackstone acquisition, Sarbanes Oxley 404 activities, accounts payable, tax, and financial systems. Overall management, leadership and mentorship responsibility for a staff of approximately 80 primarily through 4 vice president and 3 director level reports.
Skilled Healthcare
Finance
Senior Vice President of Finance/Chief Accounting Officer
4/2006 - 8/2007
Responsibility for accounting, financial reporting, payroll and accounts payable functions.
• Built infrastructure and processes to support a public reporting company, including hiring of appropriate accounting and finance staff leading up to the IPO.
• Leader of the SEC reporting activities for the IPO and Public Debt Registration, including significant interaction with investment bankers, outside legal counsel, auditors and other constituents.
• Built infrastructure and processes to support a public reporting company, including hiring of appropriate accounting and finance staff leading up to the IPO.
• Leader of the SEC reporting activities for the IPO and Public Debt Registration, including significant interaction with investment bankers, outside legal counsel, auditors and other constituents.
Pacificare Health Systems
Finance
Senior Vice President Finance /Corporate Controller/Chief Accounting Officer
5/1997 - 4/2006
• Responsible for accounting, monthly/quarterly financial reporting, accounts payable, SEC reporting, Sarbanes Oxley 404 activities and tax.
• Overall management and leadership responsibility for a staff of approximately 250, through 3 vice-president and 4 director level reports.
• Key team member in the turnaround team that transformed the company (including two strategic acquisitions and a cleanup of the capital structure).
• Overall management and leadership responsibility for a staff of approximately 250, through 3 vice-president and 4 director level reports.
• Key team member in the turnaround team that transformed the company (including two strategic acquisitions and a cleanup of the capital structure).
Foundation Health Corporation
Finance
Director of Financial Reporting
10/1995 - 5/1997
Responsibility for a staff of 35 through three direct reports.
• Directed the monthly close process, preparation of financial reporting for senior management/Board of Directors and SEC filings.
• Directed the preparation and implementation of corporate financial plan, budgeting and monitoring of financial performance against plan.
• Provide mergers, acquisitions and divestitures support on accounting issues and due diligence.
• Directed the monthly close process, preparation of financial reporting for senior management/Board of Directors and SEC filings.
• Directed the preparation and implementation of corporate financial plan, budgeting and monitoring of financial performance against plan.
• Provide mergers, acquisitions and divestitures support on accounting issues and due diligence.
Ernst & Young (EY)
Accounting
Senior Manager, Manager, Senior Associate
10/1985 - 10/1995
• Directed the delivery of accounting, auditing and consulting services to various clients primarily in the health care industry and manufacturing.
• Member of Japanese international client assurance group at Ernst & Young.
• Presentation of audit results to client Senior Management and the Board of Directors, including recommendations for improvements in accounting systems, operations and advised clients on accounting issues.
• Management, supervision of professional staff
• Member of Japanese international client assurance group at Ernst & Young.
• Presentation of audit results to client Senior Management and the Board of Directors, including recommendations for improvements in accounting systems, operations and advised clients on accounting issues.
• Management, supervision of professional staff