
Treasurer & Board Member at Association for Strategic Planning - Northern California Chapter
San Francisco Bay Area

Treasurer & Board Member at Association for Strategic Planning - Northern California Chapter
San Francisco Bay Area
9 more...
The first thing people notice about me is my energy and passion for friends, work, and quality of life. I seek out the views of others and appreciate a different point of view. I am passionate about change for the better with tangible, measurable results supporting our shared mission.
My expertise areas include strategic planning, fiscal management, information systems, and accounting. I believe in maintaining superior standards for quality and integrity.
Operations Management, Human Resources, Payroll, Payroll Taxes, Financial Accountability, Business Development, Budgeting, Forecasting, Team Building, ERP Implementation, Acquisition Integration, Sarbanes Oxley 404, Market development, Business Development Negotiations, Facilities Management, IT Department, Restructuring, Turn-around, Fundraising, Board of Director, Financial Planning & Analysis, Strategic Planning, Start-up Experience, Six Sigma Black Belt
(Management Consulting industry)
June 2009 — Present (2 months)
ASP is a non-profit professional society whose mission is to help people and organizations to succeed through improved strategic thinking, planning and action.
(Self-Employed; Management Consulting industry)
November 2006 — Present (2 years 9 months)
Financial analyst and business adviser for projects such as business planing, budgeting, accounting system migration, banking relationships, human resource auditing, government compliance, supply chain solutions, internal auditing, tax compliance, SOP implementation & start-up operations. Industries include Antiques & Collectibles, Retail, Wireless, Advertising, Public Relations, Telecommunications, Marketing, Real Estate, Pet Products Manufacturing, Photography, Publishing, Construction, Fine Dining & Hospitality. Accounting, ERP, & CRM software that I have worked with includes SAP, Fidelity, Peoplesoft, Lawson, Oracle, Great Plains, Quickbooks, MAS90, MAS200 & ADP.
MA , Organization Theory & Management , 1996 — 1998
BBA , Finance & Management , 1987 — 1991
CPA , Candidate for CPA Exam , 2008
International Bank Management 1990
California Society of Certified Public Accountants, Association for Psychological Type. Society of Human Resource Managers, University of Kentucky Alumni Association
National Conference Winner, Students In Free Enterprise