Featured Talent

Profile

Finance professional with over 10 years of experience in accounting, financial planning, and strategic leadership across e-commerce, biotech, and CPG industries. Highly skilled in day-to-day accounting operations, including managing financial close processes and producing auditable financials. Experienced in financial storytelling, presenting complex data to the board, and providing actionable insights to guide strategic decisions. Adept at leading cross-functional teams and system integration efforts, ensuring financial operations run efficiently and in compliance with SEC regulations.

Why Hire This Candidate (In Their Own Words): “I bring a strong blend of hands-on accounting experience and strategic leadership skills, with proven expertise managing financial operations, including producing auditable financials and managing the financial close process, in both biotech and CPG industries. I turn complex financial data into clear insights that inform decision-making at the board level, as well as strong cross-functional operations and system improvements to ensure financial alignment with company goals.”

Strengths: (1) accounting operations/month-end close, (2) financial storytelling skills + actionable insights, (3) systems implementations/integrations, (4) SEC reporting knowledge, and (5) team leadership

Career Highlight 1: Successfully streamlined the financial close process, reducing timelines by 25%, while ensuring compliance with SEC regulations and producing auditable financials.

Career Highlight 2: Led the integration of a new ERP system, enhancing financial reporting and operational efficiency across finance functions.

Career Highlight 3: Provided financial insights to the board, resulting in informed strategic decisions and improved financial transparency across the organization.

Hobbies & Personal Interests: Enjoys hiking and exploring local trails in San Marcos, CA. Passionate about staying updated on business trends, especially within finance and technology.

Education: Bachelor’s in Accounting

Industry Experience: Consumer Packaged Goods, Life Sciences and Biotech, Retail

Company Fit: Vesatile – can work well with small and midsize companies.

Management Experience: Over 10 years of management experience, leading teams of up to 12 people.

Systems Experience: NetSuite, QuickBooks, Sage Intacct, and SAP for ERP and general ledger management. Skilled in financial planning and reporting tools like Hyperion, Velixo, Anaplan, Tableau, and Power BI.

Open To: Hybrid, In-office, Remote