Raj Dhawan, CPA, MBA

4617 Niland Street, Union City, CA  94587     C: 415.608.0350

 RajDhawan@comcast.net   www.LinkedIn.com/in/RajDhawan

www.RajDhawanCPA.BlogSpot.com   www.Twitter.com/RajDhawan   www.FaceBook.com/Raj.Dhawan

Residency Status: US Citizen

CFO / CONTROLLER 

SUMMARY 

Over ten years of progressive experience in Accounting and Fintech. Proven ability to deliver increased productivity through efficient fiscal management. Property Management. Experienced in NetSuite ERP, automating various modules of NetSuite to scale for growth, using Intacct for managing Government funding for multiple programs.

KEYWORD HIGHLIGHTS

Financial Statements      Board of Directors      Internal Controls      Month End Close     Compliance

Public Accounting   Health-Care   Non-Profit      Real Estate Reporting    Advanced Excel with Pivot Tables

Big 4 CPA Firms       SEC Reporting      Budgets & Forecasting      Intacct Accounting      NetSuite Essentials

      GAAP, SEC & SOX      Commercial & Residential Property Management      CRM, ERP & E-Commerce

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

Ardenbrook Inc. Fremont, CA     Oct 2022 – Present

Controller

• Taking ownership and responsibility for the accounting operations of the company

• Implementing G-Suites, Office 365 and Desktop Office, managing Enterprise Quickbooks

• Design a set of controls and budgets to mitigate risks, manage large cash and investment balances

• Financial records and management of multiple commercial and residential properties

• Corporate and partnership tax reports and filings, rent rolls, CAM, rental income, cash flows

• Manage semi-monthly payroll, asset management, investments, financial statements

American Wholesale Lighting, San Francisco Bay Area Nov 2021 – Sep 2022

Controller

• Oversee the operations of the accounting department

• Ensure that accounts payable are paid timely and accounts receivable are collected promptly

• Implement Bank Feeds and ensure that bank reconciliations are completed

• Issue timely and complete financial statements

• Oversee payroll for the company, use & evaluate Zenefits, Rippling, TriNet and Insperity

• Manage the production of the annual budget and forecasts

• Implement Tax Jar in NetSuite, calculate and file Sales Taxes for all 50 States in the US

• Manage the NetSuite ERP Platform, automate and scale business operations

Oakland Public Education Fund, Oakland, CA Jan 2021 – Oct 2021

Chief Financial Officer

• Developing financial systems for tracking various revenue producing assets

• Continue trusting relationships with various grant/donor relations

• Guide the organization in their annual budgeting process

• Collaborating with various internal departments to understand their budgeting needs

• Leading the auditing and compliance process by working with outside agencies

• Oversee all aspects of accounting for the organization

• Recruit, train, develop, supervise, and evaluate finance/accounting department staff

• Use Sage Intacct, Paylocity, Salesforce, Slack, Sheets, MacBooks, Cloud technologies to manage resources as a Fiscal Sponsor for schools, entities, and several types of businesses

Deloitte Consulting, San Francisco, CA     April 2018 – Dec 2020

Senior Consultant, NetSuite/Digital Platforms

• NetSuite Setup and navigation. Item setup, inventory management, Sales and Purchase Order   processing, Data Management, Reports and Searches, Dashboards, Managing the platform

• Training on NetSuite Fundamentals, Suite Foundation, ERP Consultant Certification

• Active participation in various Deloitte Initiatives, Recruitment and Volunteer Programs

Adobe Systems, San Jose, CA          Feb 2018 – Mar 2018

Senior Analyst, SEC Reporting (Contract)

• Working on the company quarterly filings with the SEC for the 10-Q Report

• Using WDesk to prepare the management workbook and the notes to the financial statements

• Researching Accounting pronouncements by the FASB

• Researching and applying the Tax Cuts and Jobs Act of 2017

Cognizant Technology Solutions, San Francisco, CA Apr 2017 – Oct 2017

Senior Functional Consultant

• Working with Clorox on a NetSuite ERP Implementation for a Business Acquisition

• Evaluating Business Requirements, communicating on Design and Development, assisting with Systems Implementation Testing in the NetSuite Platform

• Detailing the procedures for Testing various Functional Areas of the Business Enterprise

• Order to Cash, Procure to Pay, Record to Report, end-to-end, procedures and testing

NetSuite ERP Consulting, Bay Area, CA                 Feb 2012 – Mar 2017

Financial Consultant to Small Business Owners, Start Ups

• Initiated and implemented Cloud Based Accounting for fast growing Start Ups and Tech Co.’s

• Created the necessary mapping and data transfer tools for migrating from a LAN to the Cloud

• Technical Accounting, Complex journal entries for 10Q Filings, XBRL Tagging, ASC 605/606 Revenue Recognition, ASC 71X Compensation, FASB Codifications, and research

• Evaluated client’s needs at various stages of the business cycle – from Lead Generation, CRM, ERP, E-Commerce, Website, Inventory Management, to Financial Statements 

CONSULTING CLIENTS INCLUDED – IDG Ventures, Tagged, Apttus, AppDynamics, McGladrey, FMT Consultants, Gilead Sciences, Megatel Wireless, A1Logic (Cybersecurity)

Security Finance, Financial Services, San Francisco, CA Aug 2006 – Jan 2012

Controller

• Implemented a monthly close of books in 3-7 days after month-end, generating Financials

• Full Accounting responsibility, keeping the General Ledger, AR, AP modules updated

• Managed a portfolio of over $15 million in loans to businesses

• Automated a decades old accounting system, and brought it into QuickBooks

Smith-Craine Finance, Mortgage Brokers, San Francisco, CA Mar 2004 – Jul 2006

Loan Consultant

• Arranged for 90% SBA Commercial Loans in the $1 – 2 million range

• Coordinated with Realtors to arrange Purchase Money and Refinance loans to Borrowers

Piper Jaffray, Investment Bank, San Francisco, CA Feb 2003 – Feb 2004

Financial Advisor

• Invested over $7 million in liquid assets for high-net-worth clients

• Allocated assets into Growth, Income and Conservation Strategies for Client Investments

California Pacific Medical Center, Hospital, San Francisco, CA Apr 2001 – Dec 2002

Director of Finance & Property Management

• Supervised all aspects of property management when situation required

• Evaluated financial performance of 12 non-core Cost Centers, resulting in $500K annual savings

• Implemented comprehensive Billings for over 300 doctor tenants, using Yardi Software

The Perinatal Council, Non-Profit Agency, Oakland, CA Jul 1996 – Mar 2001

Controller

• Monitored Fund Accounting for 15 Federal and State Agencies

• Managed funds tightly for this Non-Profit, used projections and always stayed within Budget

• Hired and supervised Accounting Staff of 5 persons for AP, AR, GL, Payroll and Office Manager

• Pursued an evening MBA Program at Golden Gate University while working here Full Time

LICENSES / SKILLS  

Licenses: California CPA License #69432 (Current, Inactive), Series 7 & Series 66 (Inactive), Life Insurance (Inactive), Real Estate Agent (Inactive), NetSuite Essentials, SuiteAnalytics Reports & Saved Searches

Computer Skills: Yardi, MAS 90, Great Plains, MS Dynamics, ADP, QuickBooks, CYMA, NetSuite, Excel, Pivot Tables, VLOOKUP, Formulas and Functions, Charts, Graphics, SkyDrive, Taxes, LaCerte, TurboTax

EDUCATION

1. Golden Gate University, San Francisco, CA

Master’s Degree in Finance

Relevant Coursework: Mergers and Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing

2. The University of Texas, San Antonio, TX

Bachelor’s Degree in Accounting

 

 Raj Dhawan, CPA, MBA

4617 Niland Street, Union City, CA  94587     C: 415.608.0350

 RajDhawan@comcast.net   www.LinkedIn.com/in/RajDhawan

www.RajDhawanCPA.BlogSpot.com   www.Twitter.com/RajDhawan   www.FaceBook.com/Raj.Dhawan

Residency Status: US Citizen

CFO / CONTROLLER NetSuite Platform

SUMMARY

Over ten years of progressive experience in Accounting and Fintech. Proven ability to deliver increased productivity through efficient fiscal management. Experienced Controller in NetSuite ERP, automating various areas of NetSuite to scale for growth, using Intacct for Government funding of programs.

 

KEYWORD HIGHLIGHTS

Financial Statements      Board of Directors      Internal Controls      Month End Close     Compliance

Public Accounting   Health-Care   Non-Profit      Regulatory Reporting    Advanced Excel with Pivot Tables

Big 4 CPA Firms       SEC Reporting      Budgets & Forecasting      Intacct Accounting      NetSuite Essentials

Auditor & Business Taxes      GAAP, SEC & SOX      Governmental Programs      CRM, ERP & E-Commerce

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

American Wholesale Lighting, San Francisco Bay Area                Nov 2021 – Present

               Controller

·        Oversee the operations of the accounting department

·        Ensure that accounts payable are paid in a timely manner and accounts receivable are collected promptly

·        Implement Bank Feeds, and ensure that bank reconciliations are completed

·        Issue timely and complete financial statements

·        Oversee payroll for the company, use & evaluate Zenefits, Rippling, TriNet and Insperity

·        Manage the production of the annual budget and forecasts

·        Implement Tax Jar in NetSuite, calculate and file Sales Taxes for all 50 States in the US

·        Manage the NetSuite ERP Platform, automate and scale business operations

Oakland Public Education Fund, Oakland, CA                                   Jan 2021 – Oct 2021

               Chief Financial Officer

• Developing financial systems for tracking various revenue-producing assets

• Continue trusting relationships with various grant/donor relations

• Guide the organization in their annual budgeting process

• Collaborating with various internal departments to understand their budgeting needs

• Leading the auditing and compliance process by working with outside agencies

• Oversee all aspects of accounting for the organization

• Recruit, train, develop, supervise, and evaluate finance/accounting department staff

• Use Sage Intacct, Paylocity, Salesforce, Slack, Sheets, MacBooks, and Cloud technologies to manage resources as a Fiscal Sponsor for schools, entities, and several types of businesses

Deloitte Consulting, San Francisco, CA                                      April 2018 – Dec 2020

               Senior Consultant, NetSuite/Digital Platforms

·        NetSuite Setup and navigation. Item setup, inventory management, Sales and Purchase Order   Processing, Data Management, Reports and Searches, Dashboards, Managing the platform

·        Training on NetSuite Fundamentals, Suite Foundation, ERP Consultant Certification

·        Active participation in various Deloitte Initiatives, Recruitment and Volunteer Programs

Adobe Systems, San Jose, CA                                                       Feb 2018 – Mar 2018

               Senior Analyst, SEC Reporting (Contract)

·        Working on the company's quarterly filings with the SEC for the 10-Q Report

·        Using WDesk to prepare the management workbook and the notes to the financial statements

·        Researching Accounting pronouncements by the FASB

·        Researching and applying the Tax Cuts and Jobs Act of 2017

Cognizant Technology Solutions, San Francisco, CA                  Apr 2017 – Oct 2017

               Senior Functional Consultant

·        Working with Clorox on a NetSuite ERP Implementation for a Business Acquisition

·        Evaluating Business Requirements, communicating on Design and Development, assisting with Systems Implementation Testing in the NetSuite Platform

·        Detailing the procedures for Testing various Functional Areas of the Business Enterprise

·        Order to Cash, Procure to Pay, Record to Report, end-to-end, procedures and testing

NetSuite ERP Consulting, Bay Area, CA                                     Feb 2012 – Mar 2017

Financial Consultant to Small Business Owners, Start-Ups

·        Initiated and implemented Cloud Based Accounting for fast-growing Start-Ups and Tech companies’

·        Created the necessary mapping and data transfer tools for migrating from a LAN to the Cloud

·        Technical Accounting, Complex journal entries for 10Q Filings, XBRL Tagging, ASC 605/606 Revenue Recognition, ASC 71X Compensation, FASB Codifications, and research

·        Evaluated client’s needs at various stages of the business cycle – from Lead Generation, CRM, ERP, E-Commerce, Website, Inventory Management, to Financial Statements

CONSULTING CLIENTS INCLUDED – IDG Ventures, Tagged, Apttus, AppDynamics, McGladrey, FMT Consultants, Gilead Sciences, Megatel Wireless, A1Logic (Cybersecurity)

 

Security Finance, Financial Services, San Francisco, CA           Aug 2006 – Jan 2012

Controller

·        Implemented a monthly close of books in 3-7 days after month-end, generating Financials

·        Full Accounting responsibility, keeping the General Ledger, AR, AP modules updated

·        Managed a portfolio of over $15 million in loans to businesses

·        Automated a decades-old accounting system, and brought it into QuickBooks

Smith-Craine Finance, Mortgage Brokers, San Francisco, CA      Mar 2004 – Jul 2006

Loan Consultant

·        Arranged for 90% SBA Commercial Loans in the $1 – 2 million range

·        Coordinated with Realtors to arrange Purchase Money and Refinance loans to Borrowers

Piper Jaffray, Investment Bank, San Francisco, CA                   Feb 2003 – Feb 2004

Financial Advisor

·        Invested over $7 million in liquid assets for high-net-worth clients

·        Allocated assets into Growth, Income, and Conservation Strategies for Client Investments        

California Pacific Medical Ctr, Hospital, San Francisco, CA     Apr 2001 – Dec 2002

Director of Finance & Property Management

·        Supervised all aspects of property management when the situation required

·        Evaluated financial performance of 12 non-core Cost Centers, resulting in $500K annual savings

·        Implemented comprehensive Billings for over 300 doctor tenants, using Yardi Software

The Perinatal Council, Non-Profit Agency, Oakland, CA          Jul 1996 – Mar 2001

Controller

·        Monitored Fund Accounting for 15 Federal and State Agencies

·        Managed funds tightly for this Non-Profit, used projections and always stayed within Budget

·        Hired and supervised Accounting Staff of 5 persons for AP, AR, GL, Payroll and Office Manager

·        Pursued an evening MBA Program at Golden Gate University while working here Full Time

 

 

LICENSES / SKILLS  

Licenses: California CPA License #69432 (Current, Inactive), Series 7 & Series 66 (Inactive), Life Insurance (Inactive), Real Estate Agent (Inactive), NetSuite Essentials, SuiteAnalytics Reports & Saved Searches

Computer Skills: Yardi, MAS 90, Great Plains, MS Dynamics, ADP, QuickBooks, CYMA, NetSuite, Excel, Pivot Tables, VLOOKUP, Formulas and Functions, Charts, Graphics, SkyDrive, Taxes, LaCerte, TurboTax

 

 

EDUCATION

1.      Golden Gate University, San Francisco, CA

Master’s Degree in Finance

Relevant Coursework: Mergers and Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing

2.      The University of Texas, San Antonio, TX

Bachelor’s Degree in Accounting

 

 

 

Raj Dhawan, CPA, MBA

4617 Niland Street, Union City, CA  94540     C: 415.608.0350

 RajDhawan@comcast.net   www.LinkedIn.com/in/RajDhawan

www.RajDhawanCPA.BlogSpot.com   www.Twitter.com/RajDhawan   www.FaceBook.com/Raj.Dhawan

Residency Status: US Citizen

CONTROLLER / CHIEF FINANCIAL OFFICER

SUMMARY

Over ten years of progressive experience in Accounting and Finance. Proven ability to deliver increased productivity through efficient financial management. Experienced Controller for Non-Profits, managing Government funding for multiple programs, monitoring budgets and working with a Board of Directors.

 

KEYWORD HIGHLIGHTS

Financial Statements      Board of Directors      Internal Controls      Month End Close     Compliance

Public Accounting   Health-Care   Non-Profit      Regulatory Reporting    Advanced Excel with Pivot Tables

Big 4 CPA Firms       SEC Reporting      Budgets & Forecasting      Intacct Accounting      NetSuite Essentials

Auditor & Business Taxes      GAAP, SEC & SOX      Governmental Programs      CRM, ERP & E-Commerce

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

Oakland Public Education Fund, Oakland, CA                      January 2021 – present

               Chief Financial Officer

• Developing financial systems for tracking various revenue producing assets

• Continue trusting relationships with various grant/donor relations

• Guide the organization in their annual budgeting process

• Collaborating with various internal departments to understand their budgeting needs

• Leading the auditing and compliance process by working with outside agencies

• Oversee all aspects of accounting for the organization

• Recruit, train, develop, supervise and evaluate finance/accounting department staff

• Use Intacct, Salesforce, Slack, Sheets, MacBooks, Cloud technologies to manage resources as a Fiscal Sponsor for schools, entities and various types of businesses

Deloitte Consulting, San Francisco, CA                                      April 2018 – Dec 2020

               Senior Consultant, NetSuite/Digital Platforms

·        NetSuite Setup and navigation. Item setup, inventory management, Sales and Purchase Order   processing, Data Management, Reports and Searches, Dashboards, Managing the platform

·        Training on NetSuite Fundamentals, Suite Foundation, ERP Consultant Certification

·        Active participation in various Deloitte Initiatives, Recruitment and Volunteer Programs

Adobe Systems, San Jose, CA                                                        Feb 2018 – Mar 2018

               Senior Analyst, SEC Reporting (Contract)

·        Working on the company quarterly filings with the SEC for the 10-Q Report

·        Using WDesk to prepare the management workbook and the notes to the financial statements

·        Researching Accounting pronouncements by the FASB

·        Researching and applying the Tax Cuts and Jobs Act of 2017

Cognizant Technology Solutions, San Francisco, CA                  Apr 2017 – Oct 2017

               Senior Functional Consultant

·        Working with Clorox on a NetSuite ERP Implementation for a Business Acquisition

·        Evaluating Business Requirements, communicating on Design and Development, assisting with Systems Implementation Testing in the NetSuite Platform

·        Detailing the procedures for Testing various Functional Areas of the Business Enterprise

·        Order to Cash, Procure to Pay, Record to Report, end-to-end, procedures and testing

NetSuite ERP Consulting, Bay Area, CA                                      Feb 2012 – Mar 2017

Financial Consultant to Small Business Owners, Start Ups

·        Initiated and implemented Cloud Based Accounting for fast growing Start Ups and Tech Co.’s

·        Created the necessary mapping and data transfer tools for migrating from a LAN to the Cloud

·        Technical Accounting, Complex journal entries for 10Q Filings, XBRL Tagging, ASC 605/606 Revenue Recognition, ASC 71X Compensation, FASB Codifications and research

·        Evaluated client’s needs at various stages of the business cycle – from Lead Generation, CRM, ERP, E-Commerce, Website, Inventory Management, to Financial Statements

CONSULTING CLIENTS INCLUDED – IDG Ventures, Tagged, Apttus, AppDynamics, McGladrey, FMT Consultants, Gilead Sciences, Megatel Wireless, A1Logic (Cybersecurity)

 

Security Finance, Financial Services, San Francisco, CA            Aug 2006 – Jan 2012

Controller

·        Implemented a monthly close of books in 3-7 days after month-end, generating Financials

·        Full Accounting responsibility, keeping the General Ledger, AR, AP modules updated

·        Managed a portfolio of over $15 million in loans to businesses

·        Automated a decades old Accounting system, and brought it into QuickBooks

Smith-Craine Finance, Mortgage Brokers, San Francisco, CA  Mar 2004 – Jul 2006

Loan Consultant

·        Arranged for 90% SBA Commercial Loans in the $1 – 2 million range

·        Coordinated with Realtors to arrange Purchase Money and Refinance loans to Borrowers

Piper Jaffray, Investment Bank, San Francisco, CA                   Feb 2003 – Feb 2004

Financial Advisor

·        Invested over $7 million in liquid assets for high net worth clients

·        Allocated assets into Growth, Income and Conservation Strategies for Client Investments        

California Pacific Medical Center, Hospital, San Francisc, CA  Apr 2001 – Dec 2002

Director of Finance & Property Management

·        Supervised all aspects of property management when situation required

·        Evaluated financial performance of 12 non-core Cost Centers, resulting in $500K annual savings

·        Implemented comprehensive Billings for over 300 doctor tenants, using Yardi Software

The Perinatal Council, Non-Profit Agency, Oakland, CA           Jul 1996 – Mar 2001

Controller

·        Monitored Fund Accounting for 15 Federal and State Agencies

·        Managed funds tightly for this Non-Profit, used projections and always stayed within Budget

·        Hired and supervised Accounting Staff of 5 persons for AP, AR, GL, Payroll and Office Manager

·        Pursued an evening MBA Program at Golden Gate University while working here Full Time

 

 

LICENSES / SKILLS  

Licenses: California CPA License #69432 (Current, Inactive), Series 7 & Series 66 (Inactive), Life Insurance (Inactive), Real Estate Agent (Inactive), NetSuite Essentials, SuiteAnalytics Reports & Saved Searches

Computer Skills: Yardi, MAS 90, Great Plains, MS Dynamics, ADP, QuickBooks, CYMA, NetSuite, Excel, Pivot Tables, VLOOKUP, Formulas and Functions, Charts, Graphics, SkyDrive, Taxes, LaCerte, TurboTax

 

 

EDUCATION

1.      Golden Gate University, San Francisco, CA

Master’s Degree in Finance

Relevant Coursework: Mergers and Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing

2.      The University of Texas, San Antonio, TX

Bachelor’s Degree in Accounting

 

 

Helping businesses move their Accounting/Financial Management to the Cloud. Map It. Transfer It. Access It !!!

Raj Dhawan, CPA, MBA, Controller

1755 O’Farrell Street #PH-1B       San Francisco, CA  94115     Ph: 415.931.0750     C: 415.608.0350

RajDhawan@comcast.net   www.LinkedIn.com/in/RajDhawan

www.RajDhawanCPA.BlogSpot.com   www.Twitter.com/RajDhawan   www.FaceBook.com/Raj.Dhawan

Residency Status: US Citizen

SENIOR ACCOUNTANT / CONTROLLER POSITION

With comprehensive experience in

FINANCIAL STATEMENTS      INVESTMENT BANKING      INTERNAL CONTROLS      MONTH-END CLOSE

PUBLIC ACCOUNTING HEALTH-CARE   NON-PROFIT      REGULATORY REPORTING    ADVANCED EXCEL/PIVOT TABLES CASH MANAGEMENT      BUDGETS & FORECASTING     COST ACCOUNTING    BUSINESS & INCOME TAX  AUDITOR/AUDITS         GAAP/OMB-133/SOX      CLOUD ACCOUNTING      CRM/ERP/E-COMMERCE

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

NetSuite / Blackbaud /Cloud Accounting / Start-Ups                                                                        Feb 2012 – Present

P/T Consultant to CFOs, Controllers

Consulting with Start-Ups, Small & Medium Sized Businesses on Accounting and Financial Needs; Generating Financial Statements; Cloud Accounting with CRM, ERP and the entire business cycle

Security Finance, Financial Services, San Francisco, CA                                                                Aug 2006 – Jan 2012

Controller

Managed the Monthly Close process, compiled Financial Statements, Budget vs. Actual Variance analysis, Regulatory filings, Income Tax returns, coordinated Annual Audit process, compliance with GAAP, minimum supervision, Technical Accounting, Account Reconciliations, resolve discrepancies, Collections and Accounts Receivable, Cash Flow Statement, Internal Controls, manage Risks and prioritize, advanced Excel skills, strong written and verbal Communication skills, Journal Entries, Management Reports, Cash Management, oversee Line of Credit

·         Managed a portfolio of over $15 million in loans to businesses

·         Automated a decades old Accounting system, and brought it into QuickBooks

·         Effective Communicator, GAAP, GAAS, Research, Financial Software System skills

Smith-Craine Finance, Mortgage Brokers, San Francisco, CA                                                      Mar 2004 – Jul 2006

Loan Consultant

Contacting Realtors, Independent Borrowers, Brokers in order to process Purchase Money and Refinance Loans

·         Arranged for 90% SBA Commercial Loans in the $1 – 2 million range

Piper Jaffray, Investment Bank, San Francisco, CA                                                                         Feb 2003 – Feb 2004

Financial Advisor

Working with high net-worth clients, allocating assets for Conservation, Income and Growth Strategies, Cross-Functional Teams, working Independently, Customer Service

·         Invested over $7 million in liquid assets for high net worth clients          

California Pacific Medical Center, Hospital, San Francisco, CA                                                     Apr 2001 – Dec 2002

Director of Finance & Property Management

Evaluating financial performance of 12 non-core Profit and Cost Centers at the various hospital locations, managing all aspects of billing and invoicing for 300+ doctors working at the hospital and leasing space

·         Took charge of all aspects of property management when situation required

The Perinatal Council, Non-Profit Agency, Oakland, CA                                                               Jul 1996 – Mar 2001

Controller

Overseeing all aspects of Accounting functions for this $5 – 10 million Non-Profit Agency, supervising 5 – 7 employees, invoicing Federal and State Governments for grant money

·         Worked initially as a Consultant at this Agency, saving it from being shut down

·         Fund Accounting, GASB, Financial Management, supervision, investments, payroll

·         Managed funds tightly for this Non-Profit, used projections and always stayed within Budget

Bank of America, Global Headquarters, Concord, CA                                                                   Apr 1995 – Jun 1996

Senior Analyst

Preparing Regulatory Reports and Financial Statements for 15 Foreign Branches, working in small teams of CPAs in transferring over an acquired Bank’s assets and liabilities. Dealing with Regulatory, GAAP Accounting and other Liquidity Issues, especially as they related to branches under our jurisdiction

·         Thorough analysis of Bank Balance Sheet and Income Statements for profitability and liquidity

·         Demonstrated ability to analyze highly complicated matters and provide working solutions

·         Team Lead, as well as Team Member, on various Bank projects

Jeanpierre & Company, CPAs, San Francisco, CA                                                                          Feb 1991 – Mar 1995

Senior Accountant

Audits, Reviews, Compilations for Small to Mid-Sized Businesses. Joint-Venture audit with Deloitte & Touche for 2 straight years on the City and County of San Francisco. Servicing clients from the Manufacturing and Service Industries. Employing Cost Accounting and ZBB Analysis for clients based on 3 measures of performance: Effectiveness, Efficiency, Workload. Assisting clients with Tax Filings for Business Income, Sales, Payroll Tax, and Estimated Tax Payments.

LICENSES / SKILLS / CERTIFICATIONS

Licenses: California CPA License #69432, Series 7, 66, Life Insurance, R/E Agent

Computer Skills: Yardi, MAS 90, Great Plains, ADP Payroll, QuickBooks, CYMA Accounting, Windows, Mac

Certifications: Certified Speaker at SierraSpeakers Toastmasters, Financial District, San Francisco

EDUCATION

1.       University of California, Berkeley, CA

Certificate Program in Entrepreneurship and Small Business Management

Relevant Coursework: Introduction to Entrepreneurship / Opportunity Recognition, Marketing Strategies for Entrepreneurs and Small Business Owners, Managing a Small Business Venture: Operations, Systems and Action Planning, Small Business Management

2.       Golden Gate University, San Francisco, CA

Master’s Degree in Finance

Relevant Coursework: Mergers and Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing, The Wyckoff Method

3.       The University of Texas, San Antonio, TX

Bachelor’s Degree in Accounting

ACTIVITIES

Member of California State Board of CPAs, YMCA, Commonwealth Club, Toastmasters

Board Member of The Perinatal Council, 2 years

Vice-President of International Student Association, The University of Texas, 2 years