Mobile: (310) 618-4251
June 07 to Present – Risk Solutions & Investigations - Senior Associate Los Angeles, CA
Responsible for managing and conducting financial analysis, forensic accounting analysis and public record analysis on investigative matters including, but not limited to, fraud investigations, due diligence investigations and forensic audit investigations.
July 05 to May 07 - STA Travel, Inc. - Finance Manager - Lewisville, TX & Los Angeles, CA
Responsible for general ledger, financial reporting and ad hoc analysis for North American Division of a global student travel company (STA Travel). Divisional sales were over $230MM in 2006. Manage a staff of 5 people preparing monthly financial statements, daily sales analysis and quarterly balance sheet, as well as sales and property tax, compliance, annual budgets and updated forecasts monthly.
September 04 to Jul 05 - Emyco International, Inc. Sr. Financial Analyst - El Segundo, CA
Worked for the international division of a $100MM Mexican shoe manufacturer, Grupo Emyco (manufacturer of Hush Puppies, Caterpillar, Merrell, and Florsheim in Mexico) to prepare weekly cash flow forecasts and marketing budgets, as well as day-to-day accounting, credit and collections, AP, payroll, financial statements and HR. Worked with senior management on both wholesale and retail promotions to improve sales during the holiday season.
July 01 to August 04 – Synectics - Sr. Financial Analyst - Sacramento, CA
Responsible for day-to-day accounting, AR, AP, payroll and miscellaneous HR for a $0.5MM data management company, as well as financial planning and budgeting. Worked with management to design and implement an incentive program to increase operating efficiency. Responsible for improving financial reporting and improving cash flow.
July 97 to June 01 - Bank of America - Commercial Banking Group - AVP, Credit Associate- Strategies Group- ($50MM to $1.5B in sales) San Francisco, CA
Credit Analyst- Growth Group ($5MM to $50MM in sales) Oakland, CA
Responsible for credit risk assessments and decisions, as well as day-to-day monitoring, of Middle Market clients for a $1B portfolio ($4MM profit). Participated in client planning sessions to determine the appropriate products and services for each client. Worked with the deal team to analyze prospects and determine the appropriate products and credit structure.
Asset Based Lending Group, San Francisco, CA - Loan Analysis Specialist - Senior Loan Analyst
Responsible for planning and performing collateral reviews and survey of prospective clients for the Asset Based Lending Group, providing key information regarding the client to both the credit officers and relationship managers. In addition, reported findings to senior management, which included recommendations of available collateral and advance rates for the borrower. Reviews typically focused on the liquidation value of accounts receivable and inventory. Typical clients were middle market companies ($10MM to $250MM in revenues) from a variety of industries including breweries, wineries, fruit and vegetable processors, manufacturers of bicycles and bicycle products, oil and gas marketers/traders and distributors.
April 95 to June 97 - Wells Fargo Bank - San Francisco, CA - Senior Financial Auditor
Responsibilities included performing functional control reviews, as well as financial, operational and compliance audits on various areas of the Bank, including Business Banking, Cash Vault, Treasury Global Funding, and Global Funds Transfers (wire department).
California Polytechnic State University San Luis Obispo, CA – December 1994
Major: Business Concentration: Marketing Overall GPA: 3.5