I am a former “Big 4” CPA with deep experience in business operations and operational finance and accounting roles. As a member of RoseRyan’s executive team, I am responsible for all phases of client engagement as our experienced group of consultants share strategic financial advice with hundreds of tech, life sciences and cleantech clients. Prior to joining RoseRyan, I served in a series of senior-level finance positions in leading tech companies and started my career with Price Waterhouse.
As a consultant, I stay current with best practices and stay on the forefront of evolving client accounting challenges. Working as a consultant to a range of companies is interesting and has its unique rewards—seeing different organizational cultures, working in a variety of industries, and dealing with a variety of financial challenges. My experience with different client viewpoints on similar operational and organizational issues allows me to offer considerable input on best practices both within and across industries.
Vice President : RoseRyan - [2004-11 to Current]
Executive leadership team member of this well-established, San Francisco Bay Area finance and accounting consulting firm, responsible for setting strategic direction, managing all phases of service delivery and client satisfaction for hundreds of clients, and developing employee engagement programs. • Develop and manage the entire client experience process across our client base, optimizing for long-term relationships and strategic value to our clients. • Created and lead the firm’s values program, which aligns the organization and increases employee engagement to support corporate growth. • Redesigned and implemented a new functional organization of the company to provide greater focus and execution on business growth strategies. • Provide hands-on consulting in compliance practice for a variety of life science and technology companies. Deep expertise in SOX, process improvement, and project management
VP Finance : Advent Software - [1997-08 to 2003-10]
Principal Accounting Officer. Responsible for accounting, SEC reporting, budgeting and financial planning and analysis, corporate taxes, treasury, risk management. In addition to these traditional VP Finance responsibilities, I was also responsible for facilities management, operations, order management, revenue renewal sales and client relations, and legal and contracts management.