Management executive with more than 15 years of experience. Specialties include IPO preparation, international expansion, operations, HR, recruiting, legal and administrative management. Strong experience with digital media, video game vertical, mobile, MCN for YouTube, eSports and virtual products. My job is to prepare companies and their management teams for the Pre-IPO process. I create infrastructure, optimizing capital structures and develop long term strategies for exit.
Budgeting & Forecasting
Accounting & Financial Reporting
Value Added Accounting
Strategic Business Planning
Sales & Use Tax
Audit & Internal Control
Fund and Credit Management
Venture Capital/Venture Debt Fundraising
Business Development &
Human Resources &
Extensive Software Experience including Great Plains, AS400, Quickbooks, FRx, MAS90, Syspro, Maxwell, DatafactionExcel, Peachtree, Business Works, GP Dynamics, Solomon, Oracle Fusion, Hyperion
Vice PresidentJanuary 2011 to Current Curse, Inc - San Francisco, CA
Digital Media, startup, virtual products, gaming Tax strategy (domestic and international), implementation of annual audit (PWC), R&D tax credit, implementation of FP&A department, creation of KPI system and implementation of Oracle Cloud software (ERP, CRM, onboarding/recruiting and budgeting).
Managed over 15 acquisitions totaling over $5m as well as several divestitures.
Created and managed tools for evaluating and valuing potential targets.
Created and managed the HR department, including qualified and non-qualified incentive programs, relocated our company domestically and opened five different international subsidiaries.
Formalized the accounting department including GAAP financial, monthly board reporting, KPI's, covenant compliance and formal budgeting process.
Oversaw hyper growth of our organization. Employee growth total from 40 to 130 total employees. Revenue from $6m annually to $40m.Raises over $20m via venture capital (Series A and B), venture debt, LOC and term facilities.
Negotiated government incentives for relocation of corporate headquarters ($250k).
Creation of ESOP and compensation program as well as our recruiting program that allowed Curse to grow 50% of its employee base in less than six months.
Creation with the State of Alabama for a Silicon Valley South program to recruit more tech companies to Huntsville, AL.
Vice PresidentJanuary 2008 to January 2010 Pacific National Group - Irwindale, CA
Commercial construction, property management, real estate and manufacturing Controllership duties including month end reporting, AR, AP, cash, management of administrative and accounting staff, budgeting, forecasting, human resources and operations responsibilities.
Created new benchmarking process for sales and new business development.
Creation and implementation of new business development program.
Managed human resources, employee benefits, handled all legal matters (including PMK duties) and assisted in the implementation of a corporate ESOP.
Restructured entire review evaluation process and created new job position guides/evaluation processes.
Created manufacturing metrics for our door division, handled all accounting, managed performance and reported annual results to board members.
Created and implemented new AR process resulting in $45k/month in savings and creating the lowest average days outstanding in the 55 year history of the company.
Researched, purchased and implemented new manufacturing software for door division.
Orchestrated, created and led the presentation to one of our most important clients that contributed to our securing our largest single project in corporate history ($32m).
Researched and implemented a new employee health care program that reduced costs more than $750,000 annually while providing the same benefits to staff.
Controller/DirectorJanuary 2004 to January 2007 Shinano Kenshi Corp and Plextor Corp - Culver City, CA
Manufacturing and distribution of electrical motors and computer peripherals Controller duties included all aspects of accounting, including AP, AR, investment portfolio, budgeting, forecasting, human resources, operations, customer service and supply chain management.
Responsible for all tax compliance for operations in six different states Managed immigration and visa compliance for expatriate employees from Japan Responsible for cash management including the securing of a 1.5 million dollar unsecured line of credit and investment of corporate portfolio in excess of five million dollars
Managed our corporate merger between a $40M-company and a $70M-company which allowed for the usage of an 11 million dollar NOL as well as an administrative savings of more than $150,000 annually in costs previously considered fixed.
Won 2006 Shinano Corporation's Special Achievement Award
Reorganized and consolidated two separate administrative departments (admin, accounting, operations, customer service and IT) for both companies that created savings in excess of 200,000 annually.
ControllerJanuary 2002 to January 2004 Palisades Holdings, LLC - Aliso Viejo, CA
Controller duties included all aspects of accounting, including AP, AR, budgeting, forecasting, human resources, operations and customer service Directed all Human Resources operations; directly managed staff of 5, including Accounting Manager, Call Center Director and Manager.
Additionally, managed staff of 35 indirect reports, and hired and supervised corporate internal audit staff.
Responsible for managing and auditing the merchant account and vendor agreement with transactions in excess of 1,500 a day.
Created chargeback dispute program that increased disputed monthly chargeback wins from 6% to 60%, resulting in $250K in annual savings for the company.
Negotiated a 14% reduction of one reserve account and a 100% refund on another reserve account from former merchant processors.
Identified missing deposits that were ultimately recovered totaling $200K.
Created the companies first set of GAAP financial statements and created monthly management dashboard with the most vital data to the effectiveness of the corporation Outsourced our call center to a third party vendor located overseas in a three month process that reduced costs approximately 40%.
Accounting ManagerJanuary 2001 to January 2002 Network Services, Inc - El Segundo, CA
Led a 3-person team with responsibility for financial reporting, as well as General Ledger, cash management for 6 bank accounts, lock box, and merchant account activity.
Managed A/P and payroll for more than 400 employees across 25 states.
Co-managed $20M inventory across 6 locations, as well as being responsible for product line profitability and physical inventory.
Responsible for managing bankruptcy court compliance, as well as secured lender covenants, including additional corporate financial reporting and bankruptcy settlement negotiations.
Managed a $50M budget.
Coordinated with department heads in controlling costs and tracking expenses for separate regions, locations and product types.
Co-created a new inventory system & accounting software, corrected A/R reconciliation and reduced financial reporting backlog from four months past due to current within six months.
Accounting ManagerJanuary 1998 to January 2001 eCompanies/ Venu Interactive - Santa Monica, CA
Venture capital company, Internet Incubator Directed a 4-person team with full charge accounting and operational responsibility including financial reporting, AR, AP, inventory and job costing.
Supervised training and transitioning of the newly hired accounting teams to graduated eCompanies.
Implemented a new fixed assets software system, PO System and created a "boiler plate" for the establishment of new companies created.
Manage payroll, G/L, benefit audit compliance, tax compliance as well as VC reporting for investors.
Orchestrated the development of 35 companies beginning with incorporation documents, tax filing & status, business permitting, bank accounts, payroll & benefits, accounting & internal controls, and policies & procedures.
Successfully migrated Accounting from Quickbooks to Great Plains eEnterprises for all graduating companies.
Pepperdine University Bachelor of Science: Business ManagementGPA: Dean's List & National Dean's List
Phi Theta Kappa Honor Society and Alpha Gamma Sigma Honor Society
Dean's List & National Dean's List
Phi Theta Kappa Honor Society
Alpha Gamma Sigma Honor Society
Great Plains /AS400 / Quickbooks / FRx / MAS90 / Syspro / Maxwell / Datafaction / Excel / Peachtree / Business Works / GP Dynamics / Solomon / Oracle Fusion / Hyperion