- Pine Ridge Winery, Napa Ca
Oversee Accounting function for Pine Ridge and Archery Summit Winery. AR, Order Entry, Inventory Control, AP, Payroll, Compliance and General Ledger. Responsible for financial reporting, budgets, excise and sales tax returns and treasury.
- Southcorp Wines, The Americas, Napa, CA
Prepare and analyze monthly financial statements and other ad-hoc reports. Reconciled ledgers and consolidated ledgers of two companies. Budgeting and expense analysis. Treasury cash management and investment.
- Self Employed
Provided accounting services and computer training and set-up to small businesses.
Owner of a company providing etching services to wine industry.
- Tektronix- Grass Valley Products, Grass Valley, CA
Operational accounting and planning for Manufacturing. Developed costing model for outsourcing contracts.
On implementation team for Oracle installation.
- PSD Divisional Controller
Developed cost process and tracking system for each product. Assumed responsibility for sister division establishing consistent systems in purchasing, inventory, manufacturing and accounting while reducing staffing 50% within the acquired division. Developed and taught “Finance for Non-Financial Managers” course for 65 managers.
- Company Controller
Managed corporate accounting functions – payroll, A/P, A/R, travel function, taxes and financial reporting. Performed fiduciary review and consolidation of a new acquisition. Designed accounting system for LIFO and for CAS requirements for NASA contracts.
- Cost Accounting Manager
Hired to establish Cost Accounting function. Designed and implemented cost accounting system
- San Jose State University BS Accounting and Mathematics
- University of Santa Clara 12 units in Graduate courses for MBA
- CAS Contract Administration and Requirement
- Merger and Acquisitions Course-Wharton School of Business
- Project Management
Teaching credential: California Junior College level in Accounting. Taught at Sierra Jr. College SCLH Finance committee 2013-2017