We recognize the value of selective hiring.

David Lewis

Chief Executive Officer

David Lewis has been the CEO or founding partner of 5 companies, one a 600-person family business, three successful startups in the areas of executive search, consulting and financial project execution, as well as a venture-capital-backed software development firm. His last startup scaled to a 300-person consulting and executive services firm in seven and a half years. During his tenure, the firm worked with companies ranging from Fortune 500 companies to venture-backed startups. He has deep functional expertise in creation and implementation of accountability systems, planning, finance, talent acquisition and development and key executive coaching. David holds bachelor's and master's degrees in Economics from Georgetown University in Washington DC.

Kelly Patchett

Chief Operating Officer

Kelly Patchett has focused her career on driving company growth and enterprise value through Operations, Talent Acquisition Strategy, Human Capital Development and Process Improvement. She has been the founding member of 3 consulting firms, architecting and managing the initial setup and ongoing development of multiple areas of the business. Kelly has led a variety of special project initiatives in the areas of training and learning programs, compensation and incentive plan development, benchmarking, systems implementation, sales and marketing initiatives, and process re-engineering. In her current capacity, Kelly directly oversees the recruiting, HR, accounting, systems, client service, marketing and administrative functions of the business. Kelly is a Southern California native, graduated from Loyola Marymount University and was a recipient of the 2006 San Fernando Valley Business Journal's 40 under 40 award.

Shawn Spears

Partner

Shawn Spears has more than 20 years of experience in the consulting business, developing trusted advisor relationships with C-Suite leaders in both Fortune 1000 and middle market companies in multiple markets. Shawn’s expertise includes solution development, new client relationship development, market expansion, and project management. Shawn has also held several senior management finance positions in companies including Universal Studios, Levi Strauss and Co, Arthur Andersen, Nissan Corp, and ClubCorp. Shawn holds a Master’s Degree in Finance/Economics from the University of Miami (FL) and a B.S. in Finance from Virginia Commonwealth University.

Travis Kanafani

Managing Director

Travis has more than 15 years of experience in corporate finance and strategy consulting helping clients navigate through complex financial issues and transactions. Travis currently serves as the Managing Director of Business Development at 8020 Consulting and focuses his time developing and maintaining client relationships with finance and accounting leaders in both middle market and Fortune 1000 companies. Prior to joining 8020 Consulting, he served as a Director of Finance at FTI Consulting specializing in providing turnaround, restructuring and transaction related services. His diverse industry experience includes entertainment, automotive, real estate, healthcare, gaming, food and beverage, financial services, and technology. His core competencies include strategic planning, financial modeling, forecasting and budgeting, corporate restructuring, due diligence, post-merger integration, valuation, financial statement preparation, and operational planning. He holds an M.S. in Finance and Accounting from the University of San Diego and a B.S. in Accountancy from the W.P. Carey School of Business at Arizona State University. He is an active CPA in California and a Certified Insolvency and Restructuring Advisor.

Erin Youel

Director, Consultant Development and Recruiting

Erin’s career has been focused on many aspects of Human Capital including full cycle Talent Acquisition, to Employee Review Management. Her outgoing personality and expertise, as well as her ability to spot top finance and accounting talent, has contributed to her success in attracting the right people. In her current role, Erin is responsible for leading all aspects of the hiring process and as a member of the executive team helps manage and lead a variety of special projects related to employee review process revamp, employee training and development, new hire orientation, employee retention as well as a variety of other Human Capital, Talent Acquisition activities and Operational projects. Erin is a Southern California native, however spent 4 years in the Mid-West where she studied voice performance and music theory.

Michael

Chief Financial Officer

Michael joined 8020 Consulting in 2014 as a Senior Consultant, executing projects that included leading several system implementations, conducting due diligence support (acquisition), building financial models for analysis and budgeting and serving as Interim CFO and Controller. Prior to joining 8020 Consulting, Michael obtained diverse financial and operational leadership experience including positions as CFO and VP of Operations of several rapidly growing companies in technology (hardware and software), e-commerce and business services. As CFO, some of his more significant accomplishments include upgrades to reporting, financial analysis, budgeting and ERP and other Financial systems, providing leadership and other stakeholders with crucial information and allowing the respective companies to continue to grow sustainably. Michael is a CPA and holds a B.S. in Accounting from Indiana University Northwest and an MBA from the Kellogg School of Management at Northwestern University.

John

Consultant

John is an Alumnus of Arthur Andersen and a CPA with more than 25 years of diverse, hands-on financial and operational leadership experience in entertainment, technology, retail and distribution environments, including CFO, VP of Finance, and Controllership roles at companies ranging in size from early start-up through middle market as well as Fortune 500. John also has strong international management experience with time spent in the UK, Germany, India, and the Middle East. In fact, he managed global operations teams including the formation and expansion of India offshore operations and expansion of a company into the European market. Across his career, John has worked very closely with VC firms in the raising of multiple rounds of financing and negotiation of lines of credit with banks and he has helped lead companies through the successful exit / sale process.

Scott

Consultant

Scott has more than 25 years of finance and accounting experience spanning several industries with companies large and small. He is an Ernst & Young alumnus who was Manager of Finance for Disney’s Network Television Division before he moved on to Director of Financial Planning & Analysis for Korn/Ferry Futurestep. As a consultant, Scott has performed system implementations, conducted business process re-engineering, created forecasting and budgeting models, and managed internal and external financial reporting. He has filled the role of Interim CFO for several companies, managing them through successful acquisition as well as post–merger accounting integration for the acquiring companies. Scott holds a B.S. in accounting from the University of Southern California and is an active CPA.

Devon

Consultant

As a finance executive with 20+ years of experience in finance and solid experience in partnering with departments and divisions, Devon has used financial analysis/modeling, negotiation, communication, and software development skills to help companies and divisions achieve various business goals. Prior to joining 8020 Consulting, Devon was Executive Director of Warner Home Entertainment’s Acquisitions group overseeing title acquisitions and providing financial support for film productions. Devon has also held high profile positions at Disney and CUNA Mutual Group in a finance and software development capacity. He has an MBA in Finance and International Business from UW-Madison and a B.S. in Finance and Accounting from UNC-Greensboro.

Angela

Consultant

Angela is a results-driven finance executive with more than 15 years of progressive experience in all aspects of finance, accounting and operations. Her work spans mature, high-growth and VC-backed organizations within the professional, technology, biotech and financial services industries. Prior to joining 8020 Consulting, Angela spent eight years as the most senior finance executive in her role as VP of Finance at Kelton Global. During her tenure she built the finance function from the ground up and led the company through a successful acquisition and post-acquisition integration. Her expertise centers around strategic planning, FP&A, financial modeling, M&A and financial systems implementations. Angela began her career at Citigroup in the Global Corporate and Investment Bank where she spent several years working on deals for a diverse group of Fortune 500 companies. Angela holds a B.A. in Economics from Harvard University.

Brian

Consultant

Brian is a CPA with 20+ years of diverse finance and accounting experience across several industries. He is a Deloitte alumnus who has held leadership roles at Fortune 500, middle market and start-up companies in Consulting and as Director, Controller or VP of Finance. These companies have included PS Business Parks, Amgen, MGA Entertainment, THQ, Intuit and Hudson Pacific among others. Brian has provided leadership and project management to an entire Accounting organization, including restructuring planning, managing internal and external (including SEC) financial reporting, supporting a successful public stock offering, leading finance and accounting efforts for a business line divesture, and process re-engineering. Brian holds a B.S. in Business Administration with an emphasis in Accounting from San Diego State University.

Brandon

Director, Client Service

Brandon is a finance and accounting specialist with more than 20 years of experience. He started his career as an auditor with the Big 4, where he assisted and led audit engagements in a wide range of industries including consumer products, financial services and biotechnology. Brandon then went on to The Walt Disney Company’s Transaction Support team, where he was responsible for providing expertise in M&A transactions, due diligence, divestiture, technical accounting and restructuring to Disney and all of its subsidiaries. After The Walt Disney Company, Brandon led year-end audits, month-end close and financial reporting in the retail apparel industry at levels of Senior Manager and then Director. Brandon joined 8020 in 2016, and has worked as consultant in the apparel, banking, biotechnology, fintech and real estate industries serving in position of controller, director, and vice president of SEC Financial Reporting. Brandon is a CPA and holds a B.S. in accounting with a minor in economics from the University of Massachusetts Amherst.

Jaime

Consultant

Jaime has 12 years of diverse finance and project management experience in the real estate, entertainment, video games and technology industries. Prior to joining 8020, Jaime was the Director of Studio Finance and Operations at Activision Publishing, and had previously worked for WB Games, Warner Bros. Entertainment, Mesa West Capital and SL Green Realty Corp. Her expertise centers around FP&A, operational strategy, budgeting and forecasting, cause of change analysis, reporting, cash flow forecasting, asset valuation, process design and financial systems implementations. Jaime holds a B.S. in Economics from the Wharton School of Business at the University of Pennsylvania.

Mark

Consultant

Mark has more than 20 years of diverse financial and operational leadership experience, including positions as CFO and Corporate Controller of several mid-market firms in the Fin-Tech, Brokerage and Investment Management industries. Mark was the CFO of Rustic Canyon Partners, where he developed a budgeting process, implemented controls, policies and procedures, and was instrumental in the implementation of several cloud-based infrastructure initiatives. Mark began his career in public accounting at Ernst & Young and KPMG, where he focused on Investment Services and Insurance clients. Mark holds bachelor’s degrees in both Accounting and Finance from Loyola Marymount University.

Estelle

Director, Client Service

Estelle is a KPMG alumnus with more than 15 years of diverse experience in finance and operations, including 10 years in the digital content and marketing spaces. Prior to joining the 8020 team, she held leadership and managerial roles at startup and middle-market, high-growth companies. These companies include Branded Entertainment Network, Be Green Packaging, IAC and Demand Media. Her experience includes leading M&A transaction support and integration efforts, implementing multiple system integrations, conducting business process improvements and providing analytical support in the form of financial modeling, budgeting/forecasting and internal and external data reporting. Estelle holds a BBA in Accounting and an MBA, both from Pace University, and is an active CPA.

Maureen

Consultant

Maureen is a CPA with 20+ years of diverse finance and accounting experience across a variety of industries including healthcare, manufacturing, consumer products, e-commerce and entertainment. She is a PricewaterhouseCoopers alumnus who has held various leadership roles and managerial positions in start-up and middle market high growth companies. These companies have included Elements Behavioral Health, Intelligent Beauty, US Auto Parts, Long Term Care Group, and International Rectifier among others. Maureen has a board range of experience in both public and private companies including Controllership, M&A transaction support and due diligence, post-acquisition integration, managing internal and external financial reporting, and system implementations. Maureen holds a B.S. in Accounting from Loyola Marymount University.

Anthony

Consultant

Anthony is a Deloitte & Touche Alumnus with more than 20 years of accounting experience in Public and Private Accounting including mergers and acquisitions, forensic accounting and litigation support. He has worked with public and private companies of varying sizes and industries including real estate development and investment management, commercial and retail property management, veterinary animal hospitals, manufacturing, retail, mobile broadband and industrial technology designer and manufacturer, dental practice management, automotive pricing and information, and interactive gaming software developer. He performed quarterly and annual reviews for publicly traded companies and has provided accounting services for month-end, quarter-end and year-end close processes. Anthony graduated from California State University, Northridge with a B.S. in Business Administration – Accounting Theory & Practice and a B.S. in Chemistry. He is an active CPA licensed to practice in California.

Carol

Consultant

Carol has extensive experience in finance, accounting, strategic planning, financial modeling, transactional due diligence support, corporate restructuring, contract negotiations & administration, business development and operations. Her industry expertise covers healthcare, manufacturing, aerospace, bio-tech and entertainment companies ranging from start-up to the Fortune 500. Prior to 8020, she held Controller and Finance Leadership positions at companies including, ITT, SmithKline Beecham and Quest Diagnostics, Paramount Pictures, Quallion LLC and Catalytic Solutions. She is a six sigma greenbelt and successfully led various cost savings initiatives in inventory controls, process improvements, system integrations as well as cash flow projections and controls. She holds a B.A. in Economics from UCLA and an MBA from Pepperdine University.

Jessica

Consultant

Jessica is a CPA and Deloitte alumnus with more than 12 years of experience, including leadership roles from Controllership to her most recent position as the Senior Director of FP&A at Maker Studios, a next-generation entertainment company. Her industry experience spans the entertainment, new media, e-commerce, advertising, consumer products and financial services industries at companies including U.S. Auto Parts, Napster, Canyon Capital Partners, TCW, Procter & Gamble, Toyota and UTi Worldwide. Among other accomplishments, Jessica has provided all internal and external financial reporting (including SEC), supported a successful IPO, led M&A transaction support and due diligence efforts, as well as providing financial modeling, data mining and budgeting/forecasting. Jessica holds a B.S. in Accounting and an MBA from the Indiana University, Kelley School of Business.

Julian

Consultant

Julian has diverse finance and accounting experience in various industries including financial services, entertainment, consumer electronics, and consumer products with companies including Capital Brands, Video Equipment Rentals, Belkin International, Deluxe Entertainment, and Pacific Life. His expertise includes FP&A, budgeting and forecasting, financial modeling, financial process improvement, system implementation, treasury operations, and cash flow forecasting. Julian holds a B.S. in Business Administration from the University of California, Riverside and an MBA from the University of Southern California.

Sangita

Consultant

Sangita, a Deloitte alumna, is an active CPA with more than 20 years of experience working with companies in financial services, entertainment, retail, aerospace, manufacturing and distribution. Prior to joining 8020 Consulting, she was a Vice President of Corporate Accounting at Oaktree Capital and Director of Accounting at Paramount Pictures focusing on all aspects of systems implementation and management as well as process development and improvement, and the documentation of policies and procedures. Additionally Sangita has significant experience in designing and implementing internal controls, internal audit and financial accounting. Sangita holds a B.S. in Accounting and an MBA from Cal Poly and a master's of Taxation from USC.

George

Director, Marketing

George has 13+ years of digital marketing and consulting experience with growth-focused organizations. As the Director of Marketing at 8020 Consulting, he guides the marketing efforts of the firm and serves as a member of the corporate team. Prior to joining 8020, he worked as a strategic marketing consultant designing, implementing and directing marketing programs for a variety of B2B clients. He also has experience in a variety of content creation, digital marketing, creative and copywriting roles in a wide range of industries. He holds a B.A. in Public Relations and minor in English from Penn State University at University Park, and he has an M.A. in Writing from Rowan University.

Heidi

Consultant

Heidi is a KPMG alumna with more than 15 years of finance and accounting experience, spanning several industries in companies ranging from start-ups to the Fortune 100. After KPMG, Heidi held accounting and finance leadership positions at Korn/Ferry Futurestep, THQ, Countrywide, Disney, Warner Bros., and Universal Music. During Heidi’s career, she has had experience in internal and external audit, SOX compliance, month-end close, reporting, forecasting and budgeting, financial analysis, system implementation and accounting process improvement. Heidi graduated from California State University, Chico with a B.S. in Business Administration with a Concentration in Accounting. She graduated with honors as well as served as President for the honors Accounting club, Beta Alpha Psi. Heidi is originally from Northern California and has lived in Los Angeles for more than 15 years. ​

June

Consultant

June has 20+ years of finance experience in strategic planning, forecasting and budgeting, financial analysis, business valuation, restructuring, merger and acquisition, system implementation, contract negotiation and operations. Her industry experience spans the apparel, food and beverage, entertainment, manufacturing and pharmaceutical industries at companies including Patagonia, Overture Films, Technicolor and Catalyst Pharmaceutical Group. Her core competencies include business plan development, project management, system integration/implementation, process improvement, cost savings initiatives, and shareholder package. June holds an MBA from Pepperdine University, Graziadio School of Business and Management and a B.A. from the University of California, San Diego.

Jennifer

Consultant

Jennifer is senior-level Finance professional with more than 20 years of finance and accounting experience and more than 15 years in the consumer product manufacturing industry. Prior to joining 8020 Consulting, she was Head of Finance for Buscemi LLC, a luxury shoe brand. At Buscemi, Jennifer led the implementation of NetSuite as the complete system of record within 4 months. Prior to Buscemi, Jennifer was the Corporate Controller of Dogswell, a premium pet treat manufacturer. She joined Dogswell as part of a turnaround team post restructuring, which was successfully turned around and sold within 1 year. The majority of Jennifer’s career was spent at JAKKS Pacific, a $900-million publicly traded toy design and manufacturing company, where she was Vice President of Finance. At JAKKS, Jennifer was head of the FP&A and Royalties departments and acted as Interim Controller for over a year. Her work included both internal and external financial reporting, royalty audits and preparing Board of Director presentations. She has expertise in building complex financial models, strategic planning, motivating the finance team, and improving efficiency. Jennifer holds a B.A. in Business Economics with an Accounting emphasis from UCSB, and MBA from UCLA Anderson School of Management.

Vikram

Consultant

Vikram possesses 17 years of experience focused in Financial Planning and Analysis across a variety of industries such as Entertainment, IT Communications, Banking, Food and Beverage, Investment Consulting, Retail, Publishing, Aircraft Distribution, and Real Estate. Vikram’s core competencies include managing finance teams and operations (Supply Chain/Inventory Management, Cost Accounting), conceptualizing and leading budgeting and forecasting processes relating to the P&L, Capital Planning, Balance Sheet and Cash Flow analysis for both mid-sized and Fortune 1000 Companies. Vikram has project managed and led several system implementations such as Rightsline, Anaplan, Hyperion Essbase, and TM1 Cognos. Vikram attended Willamette University (Oregon) where he received his MBA specializing in Finance. He also holds a bachelor’s degree in Finance and Accounting from Christ College in Bangalore and a master’s degree in Finance and Accounting from Bangalore University.

Brett

Consultant

Brett has more than 14 years of diverse accounting and finance experience spanning several industries at companies including Assurant, eHarmony, Cornerstone OnDemand, Paradigm Talent and William Warren Group. He is an Ernst & Young alumnus with industry experience that includes SaaS, Real Estate, Construction, Insurance and Banking. As a consultant, Brett implemented critical financial structures and best practices for accounting and operational controls. Prior to joining 8020 Consulting, Brett held Controllership roles for a Real Estate Investment Group and SaaS companies. Brett holds a bachelor's degree in Business Administration in Accounting and an MBA from Kennesaw State University and holds a CPA license in the state of Georgia.

Carlos

Consultant

Carlos has more than 20 years of experience in finance, accounting and operational leadership roles, including positions as CFO and Controller, across multiple industries such as beauty, manufacturing, e-commerce and entertainment. Throughout his career, Carlos has developed and mentored strong finance and accounting teams, implemented systems and created processes and internal controls for start-ups and well established companies. He has extensive experience in reporting, forecasting, budgeting, cash management, due diligence, SOX compliance and financial analysis. He began his career with Deloitte in accounting outsourcing services and moved to audit where he served a variety of client industries. Prior to joining 8020 Consulting, he was CFO at Sultra Corporation and before that, Director of Finance at ghd Professional North America. Carlos holds a B.S. in Accounting from Universidad Tecnológica de México.

Brad

Manager, Client Services

Brad hails from the great state of Tennessee and holds a B.A. from the University of Tennessee, Knoxville. Following his graduation, he relocated to Los Angeles where he served as a Senior Account Executive for one of the top ranking digital marketing firms. During that time, Brad was in charge of client management as well as training and managing a growing sales team. Brad is a seasoned professional when it comes to client relations and effective strategy building for higher ROI. When he is not at 8020 Consulting, Brad can be found on the golf course, hiking or spending time with his wife and newborn.

Chona

Consultant

Chona brings more than 25 years of experience in accounting, finance, and project management in her role as a consultant at 8020 Consulting. Prior to consulting, she got her start as an auditor at Ernst & Young, followed by two stints at the Walt Disney Company where she held accounting and financial reporting roles, culminating as a Director in Corporate Controllership. Chona was Assistant Controller at Virgin Megastores, before returning to Disney. At Disney, Chona became a super user for two out of the five ERP implementation waves at the company. At Amgen, she had the opportunity to further expand her super-user role when the company rolled out their ERP implementation in the U.S. In her International Accounting role at Amgen, Chona project managed numerous international expansions in Asia and Latin America. She rotated into Corporate Audit followed by her role in Finance Integration for Amgen acquisitions and organic expansions in several countries.

Chris

Consultant

Chris has more than 12 years of finance, operations and project management experience in the entertainment, non-profit and bio-medical industries. Prior to joining 8020, he worked as a Senior Manager in FP&A at Paramount Pictures. Additionally, he held various positions at Advanced Bionics, Warner Bros and RLJ Entertainment. His background includes extensive experience in content acquisition and distribution, financial planning and analysis, budgeting and forecasting, financial modeling, valuation analyses, and process improvement. Chris holds an MBA from the University of Southern California’s Marshall School of Business.

Shayla

Talent Acquisition Lead

Shayla is an Oregon Native and a graduate of the University of Oregon with a BA in Business. She has spent most of her career focusing on service-based sales roles. Shayla found her niche in Talent Acquisition after working for a large Insurance firm in the Portland area. Her passion for helping others thrive in new careers has made for a successful and fulfilling career thus far. When not at 8020, Shayla can be found outside in the PNW spending time with her family.

Renee

Consultant

Renee has 20+ years of diverse finance, accounting and project management experience in high-tech software and hardware manufacturing and distribution. She has held various leadership roles and management positions in large global corporations as well as mid-sized companies such as Schneider Electric, Invensys Ltd, BenQ Corporation and Max Group Corporation. Renee has a broad range of experience in Corporate Strategy, Financial Modeling, FP&A, Business Process Improvement, System Implementation, M&A Due Diligence, Post-Acquisition Integration and General Financial Reporting & Accounting. Renee holds a B.A. in Economics from the University of California Irvine (UCI), an Executive MBA from the University of California Los Angeles (UCLA), and a Business Analytics Certificate from Harvard Business School.

Mahmoud

Consultant

Mahmoud brings more than 25 years of finance leadership across various sectors, including more than 15 years in the medical devices industry. His areas of expertise include strategic planning, cost management, restructuring, systems implementations and helping companies grow exponentially through both organic growth and M&A. Within the medical devices industry, Mahmoud has held positions as VP of Finance at Neural Analytics, a VC-backed startup; as Finance executive for the Newborn Care strategic business unit at Natus Medical; as Sr. Director of FP&A at Hansen Medical, where he assisted in the commercialization of the first robotic system to treat Atrial Fibrillation; as Director of Finance at Medtronic Inc. and as Director of FP&A at Kyphon, where he established and grew the FP&A function. Mahmoud has also held various finance and controllership positions at Coherent, Harris Communication, Ampex, Hewlett Packard and IBM. He holds a B.S. in Accounting and Finance and an MBA from Pepperdine University.

Jackson

Consultant

Jackson brings 15 years of finance and systems experience in apparel, entertainment, and technology. Prior to 8020 he has served in various leadership roles in the apparel industry: VP of Finance at PPLA Clothing, VP of Finance at Little Giraffe, and the head of FP&A at Junk Food Clothing. At Fox Entertainment, Jackson led the implementation of business intelligence tools and reporting, and at Fox Sports, he conducted analysis on multi-billion dollar sports deals. Jackson's experience also includes financial modeling for technology startups as well as large public-sized tech companies. Jackson holds a bachelor's degree from USC's Marshall School of Business with a concentration in finance.

Branden

Consultant

Branden has 15+ years of progressive experience in all aspects of finance, accounting and financial operations. His experience includes strategic planning, due diligence, forecasting and budgeting, financial analysis, management and board reporting, systems implementation, month-end close and process improvement. He has worked with a wide range of companies ranging from international start-ups to Fortune 500 companies in hi-tech, biotech, marketing and advertising, online marketing and consumer products industries. Some his past employers and clients include Amgen, Fitch Ratings, Young & Rubicam, Realtor.com, Diageo, Pabst Brewing and Cacique. His expertise centers around long-term planning, streamlining financial operations, financial systems implementations and all aspects of FP&A. Branden received an MBA from Pepperdine.

Yasuko

Consultant

Yasuko is a CPA with 25+ years of diverse finance and accounting experience across a variety of industries including entertainment, advertising, business services, telecom, retail and manufacturing in both private and public companies. She is a KPMG alumna who held leadership roles as Controller, VP of Finance and CFO at Fortune 500, middle market and entrepreneurial companies, including Sony Pictures Entertainment, Universal Sports, Senn Delaney (a Heidrick & Struggles company) and ZOO Productions (an All3Media company). Yasuko has provided financial leadership and management to accounting organizations including FP&A, budgeting and forecasting, financial modeling, post-acquisition integration, M&A transaction support and due diligence, managing internal and external financial reporting, process improvement and system implementations. Yasuko holds a B.S. in Business and Accounting from California State University, Long Beach.

Tommy

Consultant

Tommy is a PwC Alumnus with 20+ years of broad accounting and finance experience in both large and small companies including pre-IPO venture-backed companies. These companies include The Walt Disney Company, Paramount Pictures, DreamWorks Animation, Maker Studios, DirecTV, LegalZoom.com, The Rubicon Project and Specialty Laboratories, where he held leadership roles such as Controller, Senior Accounting Manager, Director of Accounting and Director of Financial Reporting. In these diverse roles, Tommy has provided Internal and External Audit support, SOX Documentation and testing, SEC reporting, process improvement and all aspects of month-end close and reporting process. Tommy holds a B.S. in Business Administration with an emphasis in Accounting from California State University Los Angeles and is an active CPA.

Olga

Consultant

Olga is an MBA and a CPA with more than 15 years of industry experience, including leadership roles from Controllership to Vice President of Finance and Accounting and responsibilities such as establishing FP&A and accounting infrastructure from the ground up. Her experience spans public accounting (KPMG alumna) to early-stage startups, to international public REITs and national private real estate companies. Her areas of expertise include FP&A functions, budgeting and forecasting, financial modeling, financial process improvement, ERP, CRM and PEO system implementations, treasury operations, and cash flow forecasting, asset management and team leadership. Olga holds an MBA in Finance from Marshall School of Business at USC and a B.A. in Economics from UCLA.

Steve

Consultant

Steve has more than 20 years of diverse manufacturing finance and accounting leadership experience, including Controller and CFO positions in large and middle-market firms in aerospace, electronics, metals, chemical distribution, industrial sealing, furniture, printing and medical device industries. Steve has a broad range of experience in buy/sell side M&A transactions, post-transaction integration, private equity, lean process improvement, ERP implementation, budgeting and reporting. Steve holds bachelor’s degrees in Finance and Accounting from University of Missouri and an MBA from University of Arkansas.

David

Consultant

David is a finance executive with 25 years of experience in FP&A, treasury management, investment banking, corporate finance, restructuring, system implementation, project management and accounting across multiple industries including technology, retail, biotech, market research and asset management. He held senior finance positions as SVP of Finance, VP of FP&A and Director of Finance in diverse companies from start-up to Fortune 500. He received his CPA license during his tenure at Ernst & Young and later earned the CFA charter. David holds a B.A. in Business Economics from University of California, Los Angeles and an MBA from UCLA Anderson School of Management.

Mike

Consultant

Mike has more than 15 years of experience in roles requiring expertise in strategic planning, forecasting, budgeting, business valuation, financial modeling and both buy-side and sell-side M&A transaction support. He has worked with clients across several industries, including entertainment, e-commerce and subscription, real estate and consumer products. Prior to 8020, he served as Finance Manager at Elements Behavioral Health, where his responsibilities included leading the budgeting and forecasting processes as well as acquisition transaction support. Additionally, he served as a Sr. Associate in the Private Capital group at Union Bank, where he focused on executing middle-market acquisition opportunities across various sectors. Mike holds an MBA from the Graziadio School at Pepperdine University, a B.A. in Economics from Brock University and is a CFA Charter holder.

Federico

Consultant

Federico is a KPMG Alumnus with 10+ years of accounting and finance experience in a variety of industries including technology, entertainment, real estate, consumer products, manufacturing, financial services, banking, and healthcare. Prior to joining 8020 Consulting, Federico was at Vubiquity, Inc. where he developed an automated internal Management Report and significantly reduced the timing of the month-end close. His strengths include financial reporting, analysis, operations, and process improvement. Federico holds a B.S. in Accountancy from CSU, Northridge, where he served as President of the Accounting Association.

Neil

Consultant

Neil has 24 years of accounting and audit experience in multiple industries, including pharmaceuticals and biotech, manufacturing, retail, healthcare, software, fashion, service industries, governments, casinos and non-profits. Prior to joining 8020 Consulting, he served as a Director at McGladrey in Connecticut and Los Angeles specializing in private equity-owned entities with significant mergers and acquisitions and other technical accounting issues. Additionally, Neil was a controller for a growing healthcare entity in Los Angeles, where he managed financial reporting, budgeting, internal controls and certain HR functions. Neil is an alumnus of KPMG in Los Angeles, where he was on engagements spanning healthcare, manufacturing, and government entities. Neil holds a B.S. in Accounting from the University of Southern California.

Gabriel

Consultant

Gabriel has more than 20 years of accounting, audit, finance and financial systems experience across the technology, manufacturing, and consumer products industries with both private and public companies. Gabriel started his career with PwC’s audit practice specializing in technology and led several pre-IPO startup audits and S-1 filing reviews during the dot-com boom. In addition to a career at PwC, Gabriel continued his audit experience at KPMG Israel focusing on the technology, consumer products, and defense industries gaining valuable international work experience. In the private sector, Gabriel has significant startup company experience having built and managed accounting operations as a Corporate Controller for several companies including having managed a successful IPO, acquisitions, financial reporting, implementations of ERP and SaaS applications, and led domestic and international accounting teams. Gabriel holds a BA in Business Economics from the University of California, Los Angeles.

Ebrahim

Consultant

Ebrahim has 17+ years of experience in finance across diverse industries including a global shipping terminal conglomerate, logistics, manufacturing, retail and consumer product companies. His experience spans mid-sized, Fortune 500 and private-equity-owned companies in England and USA. He has established FP&A processes from the ground up, spending most of his time in the trenches working with Operational and Financial Executives to understand performance through a range of analytical tools and by leveraging his deep experience in leading Operational Finance. His experience encompasses strategic planning, budgeting, forecasting, management and Board commentaries/reporting, financial/operational modeling, FP&A, P&L review/management, system design and process re-engineering. He has led the implementation of a company-wide BI system for an international terminal operator. He holds an MBA in Supply Chain from CSU Long Beach, an MS in Finance from Henley Business School. He is a Chartered Accountant (UK) and Certified Management Accountant.

Deb

Consultant

Deb has more than 20 years of diverse financial and operational experience in business technology solutions and IT consulting companies, communications systems, biotechnology and energy technology. Prior to joining 8020, Deb worked for Accenture in lead finance operations roles as well as leading projects internally and at clients. Deb worked for Avanade which was a start-up company between Accenture and Microsoft. At Avanade, Deb held financial leadership roles which focused on managing regional financial operations and leading process improvement and remediation projects. Her expertise includes FP&A, budgeting and forecasting, financial operations management, cash-flow forecasting, financial modeling, financial systems integration activities, and business process improvement. Deb holds an MBA in Accounting from DePaul University and a B.S. in Finance from the University of Illinois at Urbana-Champaign. Deb is a CPA and has her PMP Project Management Certification.

Emir

Consultant

Prior to Emir joining 8020 Consulting, Emir served as the CFO of Artisan Cocoa, where he was Instrumental in revenue and income growth of 160% over a 17-month period. Emir also worked for Mattel Inc. where he managed the full Mattel P&L of a $1.3B business, $60MM in overhead spend across 27 cost centers, and $60MM in MDF trade spend. Early in his career, Emir worked at Interspan in Uzbekistan, where he managed a tea factory with a staff of 125 people, oversaw operation cost controls, sales and expenses analysis, financial analysis, cash flow maintenance and debt service maintenance. Emir holds a BA in Real Estate from San Diego State University and an MBA from The Wharton School, University of Pennsylvania.

Jonathan

Consultant

Jonathan is a Deloitte alumnus with more than 15 years of accounting and finance experience in companies ranging from private to public. After Deloitte, Jonathan held accounting, finance and consulting leadership roles at LourdMurray, Amgen, Western Asset Management Company, Alliance Global, Bank of America and Countrywide. During Jonathan’s career he has had experience in internal and external audit, SOX compliance, month-end close, reporting, forecasting and budgeting, financial analysis, system implementation, accounting process improvement and M&A due diligence. Jonathan graduated from California State University, Northridge with a B.S. in Accounting and a B.A. in Finance.

Azar

Consultant

Azar is a finance professional from Northern California with 20+ years of experience focused on financial planning and analysis across a variety of industries, including high-tech, manufacturing, semi-conductor, retail and food and beverage. Prior to joining 8020, he worked for companies of all sizes from startups to Fortune-100 companies and held several leadership positions in which he managed teams to assist in the development of the annual budget, capital plan, rolling forecast, month-end close, reporting and analytics and the preparation of monthly executive board packages. He has very strong data mining and financial modeling experience, including but not limited to the development of dynamic dashboards containing graphs, charts and trends on KPIs with the use of Excel slices to filter through divisions and projects. Azar holds a B.S. in Accounting from California State University East Bay and an MBA from John F. Kennedy University School of Business.

Jo Ann

Consultant

Over the span of 20 years, Jo Ann has curated a strong finance and accounting background within the media industry through experiences working within large public corporations and small, high-growth startups. Through management and leadership roles with such companies as CBS Films, Propagate Content, GK Films, Tennis Channel and Sony Music, Jo Ann’s areas of expertise spans the controllership function, FP&A, financial reporting, modeling and analysis, building successful finance/accounting infrastructure for high-growth startups, post-acquisition restructuring, managing systems and decision analysis, data conversion and ERP implementation management, process improvement, cash flow planning and treasury management including credit facility oversight and banking relationships, working with third-party valuation firms on film library and purchase price asset valuations, film/TV international distribution finance and oversight of multi-entity partnership taxation. Jo Ann studied Engineering for two years at Iowa State University, subsequently completing a Bachelor Business Management at Toronto’s Ryerson University with an emphasis in Accounting. She graduated the two-year Society of Management Accountants of Ontario CMA program in 2001 and holds a CPA with the California Board of Accountancy. In her spare time, Jo Ann is an accomplished pianist, enjoys studying real estate investment and is an avid animal rescue advocate.

Jerry

Consultant

Jerry brings 22 years of accounting and finance experience in multiple industries, including financial services, real estate, hospitality, and government defense. Jerry is a CPA and started his career with Arthur Andersen. Prior to joining 8020, he served as Director of Accounting and Reporting for KBR’s government services business unit. He has extensive experience in financial reporting, FP&A, M&A support, financial modeling, financial systems integration, cashflow forecasting, managing internal and external audits, SOX/internal controls, and GL systems conversion. Jerry holds a master’s degree in Accounting from the University of North Florida and a B.S. in Business Administration from Bowling Green with a dual major in Accounting and Finance.

Romesh

Consultant

Romesh has 15+ years of experience in leadership positions for multiple global companies encompassing Technology, Market Research, Food & Beverage and Financial Services industries. Prior to joining 8020, Romesh had financial ownership of the Cloud Ethernet testing and Security Solution Divisions. During Romesh’s time at JD Power, he was a key lead of the $1+ billion sale to private equity firm XIO Group from S&P Global, which included complete carveout and standalone workstreams. His areas of expertise include P&L management, financial planning & analysis for business units and corporate consolidation levels, strategic planning, acquisitions including carveout and integration, investor relations and operational finance (e.g., Sales, Marketing, Product Development, Treasury). Romesh also has experience working directly with company boards and private equity firms. Romesh holds a bachelor’s in Business Administration from Pepperdine University.

Chris

Consultant

Chris has 15+ years of diverse finance experience across a variety of industries including entertainment, gaming, healthcare, distribution, retail, financial services and information technology. He has held various positions in middle-market, high-growth startups and Fortune 500 companies. Prior to 8020, Chris held manager and senior manager finance positions at The Walt Disney Company, Focus Features (a division of NBCUniversal), Blue Cross Blue Shield Association and SpartanNash Company. He consulted for Universal Pictures Home Entertainment and Zacks Investment Research after beginning his career as Equity Research Analyst for Piper Jaffray. Chris has a broad range of experience in financial reporting, budgeting, financial modeling, M&A transactions, contract negotiations, strategic planning, business development and post-acquisition integration. He holds a M.S. in Applied Economics and Management from Cornell University and a B.S. in Applied Economics from the University of Minnesota.

Christine

Consultant

Christine is a KPMG alumna with more than 20 years of finance and accounting experience in technology, food and beverage, entertainment, manufacturing, and healthcare companies. Prior to joining 8020, Christine worked for Dole Food Company as their Senior Manager of Corporate Finance. Christine also held various analyst and managerial positions at WellPoint, Disney, and Danone. She has solid experience in combination of accounting & financial reporting and analysis, budgeting and forecasting, financial modeling, and supporting refinancing effort of highly leveraged company. She also spearheaded and successfully completed a system implementation of financial modeling application. Christine earned a B.A. degree in Business Economics from University of California, Irvine, and she is a CPA licensed in California (inactive).

Amish

Consultant

Amish comes to 8020 with strong financial leadership experience in a variety of roles with Pepsico (Frito-Lay), Nestle and Princess Cruises. This included everything from logistics and distribution finance to brand finance to commercial/retail finance. Specific areas of financial expertise centered around full P&L management, financial strategy, FP&A, financial modeling, planning / budgeting / forecasting, integration, pricing and negotiation. Moreover, along with his financial background, Amish also has extensive operational experience in Sales, Supply Chain and Business Development. This has allowed him to be a tremendous finance business partner to his operational peers. Amish holds a bachelor's in Business Administration and an MBA in Finance and Management from The University of Texas, McCombs School of Business.

Erika

Consultant

Erika has more than 12 years of experience in accounting and finance in a diverse set of industries such as Retail, Entertainment, Commercial Real Estate, Manufacturing, and Public Relations. Prior to joining 8020 Consulting, Erika served as Accounting Manager for the retail company Delta Galil Premium Brands who owns the apparel brands 7 for all mankind and Splendid and previously worked for 20th Century Fox as an Accounting Manager. Her specialties include Financial Reporting, Month-End Close, General Ledger, Budgeting, Cash Forecasting, and Data Analytics. Erika has an Executive MBA from Loyola Marymount University and received her B.S. in Business Administration with an emphasis in Accounting from the University of Colorado at Boulder.

Seena

Consultant

Seena has been with 8020 Consulting for more than eight years and has worked in a variety of industries including, but not limited to, entertainment, education, health and retail operations. During that time, he has continued his education to receive several certifications, most notably a Project Management Professional certificate (PMP) and a Certified Valuation Analyst certificate (CVA). Prior to joining 8020 Consulting, Seena served as a retail analyst for Harbor Freight Tools and consulted with a variety of companies executing projects in the financial, academic, food and beverage, retail/wholesale, legal and investigations industries. His specialties include project management, financial modeling, systems implementation, budgeting and forecasting, valuation, compensation, data mining and strategy. He attended the University of Connecticut, where he received his bachelor's and his master's degrees with a focus in quantitative sociology, and later on went to Pepperdine University, where he received his MBA.

Kristen

Consultant

Kristen has more than 10 years of experience serving public and private clients, ranging from small to Fortune 100 companies (including Capital Group, Expedia, Toyota Motor Corporation). Her experience and expertise encompass strategic planning, financial modeling and reporting, financial planning and analysis, project management, internal controls, and process improvement and re-engineering. Kristen holds B.A. degrees in Economics and Psychology and a minor in Accounting from the University of Irvine, California. She is an active CISA.

Marco

Consultant

Marco has 20+ years of Finance and Consulting experience. His work spans various industries including technology, entertainment, consumer products, aerospace & defense, financial services and healthcare. Marco has expertise in Financial Planning & Analysis (budgeting, forecasting, and reporting), Strategic Planning, project management, pricing/cost optimization, financial modeling, merger integration and valuation. Prior to joining 8020 Consulting, Marco held Finance and Strategy positions at Epson America and also worked for various firms including Deloitte Consulting, UBS and Goldman Sachs. Marco holds a B.A. in Economics from Brandeis University, and an MBA from the UCLA Anderson School of Management.

Justin

Consultant

Justin is a CPA with more than 15 years of progressive finance and accounting experience within a wide range of dynamic roles in the media and entertainment industry. Prior to joining 8020, Justin was instrumental in establishing a global shared financial service department at Warner Bros., where he developed world-class teams and engineered highly effective accounting processes to drive efficiencies at scale. Additionally, he’s held leadership roles managing multiple technology budgets and has directed business realignments for several entities. His expertise includes FP&A, financial accounting & reporting, financial modeling, business integrations, change management and business process optimization. Justin earned his MBA with a specialization in Global Management from UCLA Anderson School of Management and earned his B.A. in Business Economics from the University of California, Santa Barbara.

James

Consultant

James has 18+ years of finance and accounting experience in financial services, retail, and technology industries. His expertise includes financial reporting, forecasting, budgeting, month-end close, consolidations, process optimization, internal controls, project management, and ERP implementations. Prior to joining 8020 Consulting, James served as the SVP – Corporate Accounting at Cantor Fitzgerald, a global financial services firm headquartered in New York. James holds a Bachelor of Science degree in Accounting from Binghamton University.

Amy

Consultant

Amy has more than 10 years of finance and accounting experience in fast pace and challenging corporate environments. She has experience in SOX material weakness remediation, Cost Accounting Standard system implementation and various Controllership responsibilities such as month-end close, reporting, financial analysis, and accounting process improvement. Amy graduated from North Carolina State University with a master's degree in Accounting and is a CPA licensed in North Carolina.

Kevin

Consultant

Kevin has more than 12 years of finance and accounting experience across industries such as, cable & communications, entertainment, educational services, medical devices and consumer products. Kevin’s expertise includes FP&A, forecasting, budgeting, financial modeling, variance analysis, month-end close duties and process improvement. Prior to joining 8020 Consulting, Kevin worked at Pharmavite LLC. St. Jude Medical, Time Warner Cable and Revolution Prep in various key corporate finance roles. Kevin completed his undergraduate degree at California State University, Northridge and earned his MBA at Northeastern University’s D’Amore Mckim School of Business.

Manny

Consultant

Manny is a Deloitte & Touche alumnus and an active CPA with more than 20 years of experience working with companies in entertainment, food and beverage, media, medical devices manufacturing and distribution. He has assisted startups and mature companies in fine tuning their accounting operations and documenting their SOP’s and has broad experience in operational accounting, reporting, public company preparation, due diligence and financial analysis. Manny graduated from California State University, Los Angeles with a B.A. in Business Administration with a Major in Accounting.

Radha

Consultant

Radha has 15+ years of finance and accounting experience in various industries, with a specialty in Entertainment. Prior to consulting, she was a Sr. Manager of Financial Reporting at Paramount Pictures, where she managed the consolidated GAAP and cash reporting to DreamWorks Animation and Marvel Studios. As a consultant, Radha has performed system implementations, provided accounting services for month-end, quarter-end and year-end close processes, business process re-engineering, created forecasting and budgeting models, and managed the forecast and budget cycles and deliverables within various large clients. Radha is also an alumnus of PwC in Los Angeles, where she was on engagements spanning various industries of varying sizes, such as Valeant Pharmaceuticals, Tetra Tech, Disney, Arbonne and Morgan Creek Productions. Radha holds a B.A. in Business Administration with a concentration in Accounting from California State University, Fullerton.

Jason

Consultant

Jason has 15+ years of broad FP&A consulting experience including budgeting, forecasting, system implementations, sales decision support analysis, process improvement and financial modeling. Jason has worked across many well-known entertainment companies and divisions such as Studios (Disney, Warner Bros., Paramount), Recorded Music (Universal Music Group, Disney Music Group, EMI Music Dist.), and Live Entertainment (Live Nation, Pollen). Prior to Jason’s consulting career, he was the Director of Finance for Warner Bros. Domestic TV Distribution division. Jason received his MBA from University of Southern California.

Waqas

Consultant

Waqas has 8+ years of financial auditing and accounting experience across multiple industries including apparel, automotive, information technology, oil & gas, non-profit organizations and other service businesses. Waqas’s expertise includes month-end close, account reconciliations, variance analysis, process implementations, evaluation of controls and GAAP compliance. Prior to joining 8020, Waqas worked at Jbrand Inc., Signature Analytics Inc., SingerLewak LLP, Collins Barrow LLP and Aegon Canada. Waqas completed his undergraduate degree at York University, Ontario, Canada. and earned his Chartered Accountant designation from Chartered Accountant School of Business, Alberta, Canada.

Bob

Consultant

Bob has 25 years of finance and accounting leadership experience serving companies from the Fortune 500 to the middle market. Prior to 8020 Consulting, Bob led finance and accounting as the Vice President of Finance for Ardmore Home Design, a high growth wholesale luxury furniture company. He has leadership experience with TechnipFMC (oil and gas equipment and technology), Panasonic (in-flight entertainment and communication), Hawker Beechcraft (general aviation) and Ford Motor Company. Bob also worked with the CapAnalysis Group as a litigation consultant supporting attorneys and clients with finance, accounting and economic analysis. Bob holds an MBA in Finance and Accounting from the Ross School of Business at the University of Michigan and a B.S. in Economics from the W.P. Carey School of Business at Arizona State University.

Jennifer

Consultant

Jennifer has 25-plus years of diverse finance and accounting leadership experience working for companies from startups to the Fortune 500 such as Cooking.com, Advantage Solutions and The Walt Disney Company. Prior to 8020 Consulting, Jennifer led finance and accounting as the Director of Finance for Advantage Solutions (consumer goods sales, marketing, and technology) in three different verticals: Retail Experiential Marketing, Logistic Fulfillment Services and Advertising Agency. She has executive leadership experience as VP of Finance for Cooking.com (online retailer & eCommerce shopping portals for 17-plus retailer platforms), Riva Audio Worldwide (consumer electronics), and Zumbox (digital mailbox services). Jennifer holds an MBA in Finance and Marketing from the Anderson Graduate School of Management at the University of California, Los Angeles and a B.S. in Accounting from the Haas Business School at University of California, Berkeley.

Waleed

Consultant

Waleed has more than 20 years of corporate finance and accounting experience including positions as Interim CFO and VP, Corporate Controller across consumer products, e-commerce, advertising agencies, IT-services, entertainment and technology industries in both private and public companies. Prior to 8020 Consulting, Waleed worked at NYDJ Apparel, Computer Sciences Corp and is a PricewaterhouseCoopers alumnus specializing in financial reporting and modeling, M&A due diligence and post-acquisition integration, restructuring, system implementations, investor relations, policy and process development, federal and SALT tax compliance, operational analytics, treasury and cash flow management and legal oversight. He holds a B.S. in Accountancy from the Leventhal School of Accounting at USC.

Divesh

Consultant

Divesh has more than eight years of Accounting & Finance experience in hospitality and retail. Divesh’s expertise includes month-end close, financial reporting, general ledger, financial planning and analysis, close process acceleration, accounting process improvements and treasury management. Prior to joining 8020, Divesh worked at Stonefire Grill as a Controller, where he led various accounting initiatives throughout the organization. His previous employers also include Sbe Lifestyle Hospitality, Canucks Sports & Entertainment, and Glowbal Restaurant Group. Divesh holds a bachelor's degree in Commerce from Laurentian University in Ontario, Canada, and earned his Chartered Professional Accountant designation in British Columbia, Canada

Kali

Consultant

Kali is creative, self-motivated and has a strong FP&A background in the aerospace and healthcare industries. He has more than eight years of experience and started his career as an analyst at Hyundai Motors America in their Incentives Department. He has since held roles at Optum Healthcare specializing in contract negotiations, Sensata Technologies as a Sr. FP&A Analyst and Children’s Hospital of Los Angeles as a finance consultant. Prior to 8020, he was the Sr. Manager of FP&A at The Oncology Institute, where he oversaw the month-end close process and helping the company through its SPAC diligence. Kali holds a B.S. in Business Administration with a concentration in Information Systems from the University of California, Riverside, and is currently pursuing his MBA at the Pepperdine Graziadio Business School.

Steve

Consultant

Steve has 20+ years of professional experience in multiple industries including insurance, financial services and travel and hospitality. Prior to joining 8020 Consulting, he held controllership roles with both private equity backed and publicly traded organizations. Steve has a broad range of expertise in corporate strategy, business process improvement, system implementation, post-acquisition integration, regulatory compliance, internal and external audit, month-end close, budgeting and forecasting, consolidations, internal controls, GAAP and statutory financial reporting and general accounting. Steve is an active Certified Public Accountant in the State of Georgia and holds a B.A. in Business Administration from Michigan State University, an M.B.A. in Finance from Wayne State University and a M.S. in Accountancy from Georgia State University.

Akash

Consultant

Akash has more than 20 years of diverse finance and accounting experience in mid- to large-sized public and private companies. He is a PwC and E&Y alum and has held leadership roles as a Controller and Finance Director in publicly traded and PE-backed Technology Consolidation and Manufacturing companies such as ESW Capital LLC, Idera Inc., Komatsu Inc. (formerly Joy Global Inc.) and Underwriters Labs Inc. Akash has split his time overseeing and driving a range of M&A, FP&A, Controllership and financial system transformation activities involving due diligence, post-merger integrations, ASC 606 implementations, setting up remote shared services, managing audits and dealing with complex issues such as spinoffs, valuations, consolidations and architecting/integrating best of breed cloud technologies. Akash holds an MBA in Finance from Illinois Institute of Technology and is an active CPA licensed in Minnesota.

Lindsay

Consultant

Lindsay comes to 8020 Consulting with 8 years of finance and accounting experience. Prior to joining the firm, she was in a variety of Senior Financial Analysts roles at companies such as NBCUniversal, BCGG Max Azria and had previously worked at PwC as an auditor. Her expertise centers around FP&A, quarter end close, budgeting and forecasting, financial modeling, and ad hoc analysis. Lindsay holds a B.S. and an M.S. from Babson College.

Survesh

Consultant

Survesh is an execution-focused strategic finance executive with 20+ years of progressive finance and accounting experience across aerospace manufacturing, consumer goods, electronics and entertainment payroll industries. He is a KPMG alumnus and has held leadership roles at Fortune 500, PE-owned and early-stage growth companies as Controller, VP of Finance and Interim CFO. These companies include Stanley Black & Decker, Precision Castparts Corporation, ITT Inc. and Glowforge. Survesh has broad experience across corporate strategy, FP&A, financial modeling, operations finance, business and systems process improvement, M&A due diligence, post-acquisition integration and general financial reporting & accounting. His operations/supply chain credentials include the successful launch of operations across multiple countries – China, Mexico, UK and the US. Survesh is an active CPA (California) and holds a BTech in Engineering from India, M.S. in Information Management from Syracuse University and an MBA from University of Southern California.

Amber

Consultant

Amber comes from a strong accounting background in the entertainment & media industries. With 8+ years of experience, she started her career as a Financial Analyst at Walt Disney in their Corporate Compliance & Controls group. Following she joined Live Nation Entertainment’s Clubs & Theatres Accounting team where she gained great experience and growth from a staff accountant to a senior accountant position. Prior to 8020 she held an Accounting Manager position at Studio71 LP. Her expertise includes managerial accounting & operations, month-end close process/management, process improvement, SOX compliance & controls, month/quarter reporting & analysis, royalty accounting & reporting and supporting system implementations. Amber holds a B.S. in Accounting from the University of Southern California, Leventhal School of Accounting.

Melissa

Consultant

Melissa has 10+ years of finance and project management experience in the entertainment, airline and management consulting industries. Prior to joining 8020, Melissa worked at The Walt Disney Company managing high-impact projects across segments like Walt Disney Studios, Disney+, Parks and Walt Disney Television. Her experience centers around financial planning and analysis, including forecast management, strategic ad hoc analysis, multi-window global consolidation, annual operating budget, long-range planning, theatrical pre-release, Ultimates forecasting, operations forecasting and labor analysis. Melissa holds a B.S. in Finance from DePaul University and an MBA from the Kelley School of Business at Indiana University – Bloomington.

Howard

Howard is a senior finance executive with 20+ years of progressive experience in FP&A, strategic planning, budgeting and forecasting, financial modeling, systems implementation, post-acquisition integration and M&A due diligence. His industry experience covers media, entertainment, telecommunications and consumer products. Prior to 8020, he was the Vice President, Finance at Warner Bros. Entertainment Inc. on their Corporate FP&A team and the Consumer Products division. While at WB, he spearheaded financial planning operations, acquisitions and strategic alliances, deal analysis and worldwide synergy programs. Howard was also a senior consultant at Accenture, where he worked with high-profile clients such as AT&T Wireless and Microsoft. He holds a B.S. Economics from UC Riverside and an MBA from UC Irvine.

Nikki

Consultant

Nikki is an accounting and SEC reporting specialist with 15+ years of experience working in a wide range of industries such as real estate, professional services and banking. Prior to joining 8020 Consulting, Nikki served as the Assistant VP, SEC Reporting and M&A Accounting at MUFG Union Bank. In addition to her core SEC reporting experience, she has also held roles leading ERP system integrations, general accounting and SOX testing. Nikki holds a CPA and a Bachelor of Science in Accounting from California State University, Long Beach.

Casandra

Consultant

Casandra has more than 15 years of finance and operations experience primarily in the entertainment and media distribution industry as well as the pharmaceutical industry. Casandra started her career at PwC in the New York Metro Area and participated in Johnson & Johnson’s Financial Leadership Development Program, before moving to California. She worked for more than four years as a Finance Manager at NBC Universal, in International TV Distribution, a $1.5+ billion business. She holds a B.S. in Business Administration from Montclair State University in New Jersey. Casandra is also obtaining her Executive MBA at UCLA Anderson School of Business.

Gagan

Consultant

Gagan has 12+ years of financial auditing and accounting experience across multiple industries including manufacturing, life sciences, schools and non-profit organizations. Gagan has a broad range of expertise in external audit, financial reporting, month-end close and general accounting. Prior to joining 8020, Gagan worked at KPMG LLP, Synthego Corporation, SingerLewak LLP, Farber Hass Hurley LLP, Hood & Strong LLP and Black Press Group Ltd. Gagan is a CPA licensed in the State of California and graduated from University of Fraser Valley, British Columbia, Canada, where he earned a Business Administration degree with a concentration in Accounting.

Danny

Consultant

Danny has 20+ years of experience combining finance and analytics to produce and implement data-based business strategies. He has worked across a range of companies, from large multinational firms to early-stage VC-backed startups, in capacities ranging from product management and finance to administration and capital raising. His industry exposure includes financial services, SaaS, real estate, edtech, fintech, adtech, crypto and consumer services. Danny’s work portfolio spans FP&A, financial modeling, data analytics and decisioning, venture funding, investor relations, accounting, contract negotiations, human resources, payroll, treasury management and systems implementation. He is versed in SQL, GIS and statistics, as well as recurring revenue and transaction-based business models. Danny received his BA and MA from Stanford University, and his MBA from the Haas School of Business at the University of California, Berkeley.

Maria

Consultant

Maria has 20+ years of finance experience with a focus on financial planning and analysis, content acquisition, corporate strategy and financial modeling. Her broad range of entertainment finance experience includes all aspects of deal analysis, greenlight ultimates, content acquisition, slate analysis and business strategy. Maria’s experience has been honed at various entertainment companies including Walt Disney Studios, 20th Century Fox, Sony Pictures Entertainment, New Line Cinema and Miramax Films. Prior to joining 8020 Consulting, she was Director, Deal Analysis at Walt Disney Studios, where she led her team during the post-acquisition finance integration of Disney and Fox film properties. She began her finance experience in investment banking as a corporate finance analyst at A.G. Edwards & Sons, Inc. Maria holds a BA from Spelman College, where she majored in Economics. She also has an MBA from Fordham University Gabelli School of Business with a concentration in Communications and Media Management.

Joe

Consultant

Joe brings to the firm more than 20 years of finance and accounting experience at the corporate and divisional levels in all areas of consolidation and financial planning, including assisting in preparation of annual operating plans, monthly forecasts and mid- and long-range strategic plans. Joe has worked in various industries including marketing, healthcare, satellite television, oil and gas, manufacturing, music and entertainment. Some of his more notable clients include Sony Pictures Entertainment, Anthem Inc. (formerly WellPoint Health Networks), The Walt Disney Company, DirecTV, NBC Universal, Occidental Petroleum, Warner Brothers, Live Nation, Universal Music Group and Paramount Motion Pictures. Joe also has non-profit experience working with ICANN (Internet Corporation for Assigned Names and Numbers) and RAND Corporation. Joe attended the University of Illinois at Urbana-Champaign, where he received his MBA specializing in Strategic Management.

Mary

Consultant

Mary is a finance professional with over 12 years of progressive experience in FP&A and Planning. She has expertise in strategic planning, budgeting, forecasting, reporting, sales and inventory planning and financial modeling. Her experience spans the beauty, fashion, art, agriculture and manufacturing industries at companies including J Brand Inc., Estee Lauder Companies, INTERMIX, Marvin Windows and Doors, Christie’s and Cargill. Mary holds a master’s degree in Finance from Boston College, Carroll School of Management and bachelor’s degrees in Accounting and Business Administration spec. Finance from Augsburg College.

Kristine

Consultant

Kristine is a Deloitte & Touche Alumnus with over 9 years of hands-on accounting and finance experience in various industries. Prior to joining 8020 Consulting, she served as a Controller in a growing regional supermarket chain with 17 locations across California and Nevada and businesses in food-service, distribution, manufacturing and e-commerce. During her tenure she rebuilt the accounting functions from the ground up and led the company through a successful acquisition and post-acquisition integration. Her experience and expertise include managing internal and external financial reporting, month-end close process, systems implementation, process improvement, and leading finance and accounting teams. Kristine holds a Bachelor of Accountancy from Singapore Management University.

Ahmed

Consultant

Ahmed brings 15+ years of accounting and finance experience most recently in leadership roles as Controller in the agriculture and food & beverage industries. He has a deep commitment to the operational transformation of businesses through alignment of various departments to reach both operational and financial goals. His strengths include support of systems implementation, external audits, inventory management, forecasting, budgeting and reporting, and he is an advocate of cost-saving opportunities by various strategies. He has also supported and led sustainability efforts to reduce both waste and inefficiencies. Ahmed graduated from UC Davis with a bachelor's in Economics and Managerial Economics and has an MBA from Santa Clara University.

Aniv

Consultant

Aniv brings a dozen years of finance and accounting experience across the entertainment, manufacturing and e-commerce industries. His areas of expertise include strategic planning, restructuring, buy-side and sell-side M&A, operational finance, corporate finance, financial modeling, capital and liquidity management, planning/budgeting, consolidations and systems implementations. Prior to joining 8020 Consulting, Aniv most recently was the Director of Finance at Deluxe Entertainment. Aniv served as the Head of Finance for their Cinema division, overseeing full P&L responsibility, and managed the supporting finance team in the United States, Europe and Asia. He then moved into a Corporate Finance role, where he facilitated a companywide bankruptcy, restructuring and divestiture to a private equity group. Prior to his role at Deluxe, Aniv worked at Pictage, a venture-backed startup, where he established and grew the FP&A and accounting functions. Aniv holds a B.S. in Economics from UCLA.

Doyle

Consultant

Doyle has more than 20 years of progressive experience across finance and accounting. His experience spans the advertising, consumer products, entertainment, technology and hospitality industries. Reflecting his eclectic background, Doyle’s core competencies include FP&A, budgeting, modeling, systems implementation, treasury operations, controllership, IFRS accounting and financial close. During Doyle’s career, he has managed large, remote teams in leadership positions such as Director of General Accounting at the Walt Disney Company and Director of Corporate Accounting & Treasury at Princess Cruises. Doyle holds a B.A. in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara.

JoAnne

Consultant

JoAnne has more than 25 years of finance and accounting experience with a diverse background including marketing, transportation, distribution, retail, manufacturing and construction. Her areas of expertise include process optimization, financial reporting, forecasting, budgeting, internal control and project management. Prior to 8020, JoAnne held positions as Division Controller managing 5 divisions at Advantage Solutions Marketing, and Director of Finance, Southwest for 34 divisions at MV Transportation. She holds a B.A. in Business Administration specializing in Accounting and Real Estate Finance and an A.A. in Business Information Systems.

Lora

Consultant

Lora brings 20+ years of financial management experience, offering a rich blend of accounting, finance, operations, strategic planning and leadership talents. She started her career at Ernst & Young’s Business Management Group before joining a startup software technology company, InQuira Inc., as a founding member, where she played an integral role in the successful sale and transition of InQuira to Oracle Americas. She has spent most of her career as the VP of Finance for private software companies focusing on team building, revenue growth and management, capital raises and expansion. Lora has extensive experience working directly with company boards, private equity firms and other investors. She holds a Master of Business Taxation from the Marshall School of Business at USC and a B.S. in Accounting from Woodbury University. She is also an active CPA.

Sean

Consultant

Sean is a Deloitte alumnus with more than 12 years of accounting and finance experience in companies ranging from private to public. After Deloitte, Sean held a variety of accounting and finance consulting leadership roles in companies such as NBC Universal, Warner Bros., Snap Inc. and Kartos Therapeutics. Sean has experience in SEC Reporting and Technical Accounting, FP&A, Treasury and Cash Management and Post Acquisition Finance and Accounting Integration. Sean graduated from Macquarie University in Sydney Australia and is a Chartered Accountant.

Brian

Consultant

Brian is a Deloitte alumnus with 20 years of finance experience in companies ranging from public to private. After Deloitte, Brian joined Westfield and also worked for CBRE as well as others in leadership roles focusing his time on corporate finance, financial modeling, treasury, and acquisitions. Brian is a CPA and holds an MBA from the University of Southern California.

Mike

Consultant

Mike brings more than a dozen years of public accounting and corporate finance experience across the financial services, equipment and asset leasing, SaaS and retail and consumer product industries. Prior to joining, he held various roles in the Assurance practice at EY, Air Lease Corporation and most recently at Wings Capital Partners. His areas of expertise include strategic planning, structured finance, capital and liquidity management, restructuring, sell-side M&A, operational and corporate finance, financial modeling, planning/budgeting, SEC reporting, general accounting and systems implementations. Mike holds a B.S. from Cal Poly San Luis Obispo in Business Administration with a concentration in Accounting.

Jim

Consultant

Jim is a CPA (NY, inactive) and Ernst & Young alumnus with 30+ years of experience of progressive finance and accounting leadership roles, including 15 years as a Chief Financial officer at Jacmar Foodservice Distribution and the Rhino Entertainment music label at Warner Music Group. His industry experience spans the distribution, logistics, entertainment, sports, airline, consumer products and manufacturing industries at companies including Sony Music, DreamWorks SKG, Major League Baseball, American Standard, British Airways and Pan Am World Airways. Among other accomplishments, Jim has provided all internal and external financial reporting, integrated operations of purchased assets, led M&A transaction support and due diligence efforts, as well as provided financial modeling, data mining and budgeting/forecasting. Jim holds a B.S. in Accounting from the Leonard N. Stern School of Business, New York University.

Minnie

Consultant

Minnie is a CPA with 20+ years of accounting and finance experience across several industries including CPG retail, e-comm, SaaS, wholesale distribution and service. She is a PwC alumnus who has held leadership roles at publicly traded, middle-market and startup companies as VP of Finance and Accounting or Controller. These companies have included Drybar, ASICS America, Makita USA, Ascent Aerospace, SecureAuth and Interush, among others. Minnie also established and managed global finance teams in Europe, Asia and South America. Minnie has provided leadership and project management to an entire Accounting/Finance organization, including internal and external financial reporting, technical accounting, system implementation, process improvement and re-engineering, internal and external audit, SOX compliance, M&A due diligence and integration, IPO readiness, budget and forecast, FP&A and cash management. Minnie holds a B.S. in Accounting and an MBA in Finance from California State University Fullerton.

Michael

Consultant

Originally from Australia, Michael has more than 15 years of finance and accounting experience. He started his career as an auditor before moving to private accounting and working across various industries including ad tech, insurance, healthcare, mining and private equity. In 2017, Michael moved to the United States, where he worked as a consultant before taking on a role as VP of Finance with a private-equity-backed dermatology firm and at an ad tech startup, both based in San Francisco. His experience includes developing systems and procedures, managing and supporting external audits, financial planning and analysis and financial reporting. Michael earned his Bachelor’s degree in Commerce from the University of Queensland in Australia, majoring in Accounting and Finance. He is also a certified Chartered Accountant (CPA equivalent).

Aijie

Consultant

Aijie is a CPA with almost 20 years of diverse finance, accounting and project management experience in the technology, entertainment and consumer product industries. Prior to joining 8020 Consulting, Aijie worked for Grindr as the head of Accounting / Sr. Director of Accounting & Financial Operations. During her six years with Grindr, she built the accounting function from the ground up, led two successful acquisitions and post-acquisition integrations and prepared the company to go public. She has also worked for Fortune-100 companies like Disney and Warner Bros. Aijie has a broad range of experience in general financial reporting & accounting, audit management, business process improvement, system implementation, M&A due diligence, post-acquisition integration, public company readiness and FP&A. Aijie holds a B.A. in Economics and an MBA in Finance from California State University, San Bernardino.

Stella

Consultant

With more than 20 years of experience, Stella is a CPA with very hands-on, diverse accounting and financial leadership experience in the entertainment, technology, pharmaceutical, retail and distribution industries, including Director and Controllership roles at companies ranging in size from early startup through Fortune 500. Prior to joining 8020 Consulting, Stella spent ten years as a senior finance leader at IDEMIA, providing leadership and project management to the finance organization. Stella has also worked at Sony Pictures Entertainment, Belkin Shanghai and Grifols, where she led month-end close, year-end audit and reporting. Her expertise centers around FP&A, financial modeling, pricing, operational strategy planning, process design and financial system implementations. Stella has an MBA in Finance from the University of Southern California and a B.A. in Accounting from California State University Fullerton.

Anthony

Consultant

Anthony comes from a diverse background in finance and accounting, having worked in multiple industries such as commercial real estate, insurance, investment management, and software. He brings extensive expertise in FP&A, forecasting, budgeting, financial modeling, process improvement and strategic finance. Prior to joining 8020 Consulting, Anthony worked as the Finance Manager of BlueIce Engineering where he led a multitude of finance initiatives. He began his career as a CPA with Deloitte & Touche and holds a BA from the University of California, Santa Barbara in Economics and Accounting.

Isaac

Consultant

Isaac is a finance professional with more than 15 years of experience in a wide range of industries including commercial real estate, retail and entertainment. He has held roles in a variety of organizations from smaller startups to larger Fortune-500 companies including Sony Corp of America, Elevate Services, CBRE, Johnson Controls, Mattel, Levi Strauss & Co. and others. As a manager, he has played an integral role in overseeing month-end close process as well as annual budgeting and quarterly forecasting processes. He has extensive financial modeling experience and has participated in various system implementations. Isaac also has supported various M&As and post-merger integration work including the financial reporting of multiple smaller global entities into one consolidated global view. Isaac holds a B.S. in Economics from UCLA.

Phuc

Consultant

Phuc’s background encompasses 25+ years of diverse experience across several industries at companies such as AllClear, Precision Castparts, Honeywell and many others. He has served in a variety of roles leading and overseeing many areas of accounting, FP&A and M&A transaction support, and he has extensive experience related to manufacturing, cost accounting and inventory management. Phuc holds an MBA from Arizona State University.

Chris

Consultant

Chris is a CPA with 15+ years of diverse accounting experience across several industries. He is a Grant Thornton alumnus who has held accounting and Controllership roles at Fortune-500, middle-market and startup companies. These companies have included Warner Music Group, Virgin Orbit, Virgin Galactic, JOANY and United Talent Agency. Chris has provided leadership and project management within the accounting organization and in disciplines including restructuring planning, managing internal financial reporting, process re-engineering, buy-side due diligence and post-acquisition finance and accounting integration. Chris holds a B.A. in Accounting from Ohio Wesleyan University.

Lizzette

Consultant

Lizzette is a Deloitte alumnus with 12+ years of diverse experience in finance and accounting. Her experience is within the entertainment and media distribution, consumer products, pharmaceutical and CBD industries. Prior to joining 8020, she held roles at NBC Universal, Galderma (previously known as Nestle Skin Health), Yes To and Medterra Marketing. Her experience includes providing analytical support through financial modeling, budgeting, forecasting and internal and external data reporting; cost controllership at a company-level; trade spend tracking; inventory management; pricing stewarding and conducting business process improvements and various system implementations. Lizzette holds a B.S. in Accounting from the University of Southern California.

Varun

Consultant

Varun has 10+ years of public accounting and industry experience with an emphasis on real-estate, travel and hospitality. He has a broad range of expertise in external audit, consolidations, due-diligence, forecasting, budgeting, FP&A, financial modeling, month-end closing, financial reporting and general accounting. Some of the companies he has worked with include The Viceroy Hotel Group, LoanMe, Mark IV Capital, Summit Healthcare REIT. Varun is a CPA, licensed in the State of California and a graduate from California State University, Fullerton, where he earned a B.A. in Business Administration with a concentration in Finance and Accounting.

Shawn

Client Service Associate

Shawn is from the Tarheel State of North Carolina and attended North Carolina Agricultural and Technical State University …. Aggie Pride! Shawn has focused her career on driving sales performance and achieving sales success in the financial and technology sectors and previously served as Business Development Representative for a prestigious software company. Outside of her 8020 career, Shawn sits on the Board of Directors for a Non-Profit Organization Sisters of the Dove and is a natural entrepreneur, owning her own skin care product line as well as making signature homemade cheesecakes for nationwide distribution. Shawn enjoys doing weekend Pop-up Shops, planning her family reunion of more than 150 people and traveling across the country.

Chris

Consultant

Chris comes to 8020 Consulting with 10+ years of finance experience in varied industries such as nutrition, market research and banking. Prior to joining, he worked in a FP&A role where he led the multiple initiatives and the forecast/budgeting process. His expertise includes forecasting, budgeting, FP&A, financial modeling and process improvement working across multiple business units and countries/entities. Chris holds a B.S. from California State University Northridge in Finance and a minor in Economics.

Manny

Consultant

Manny has more than 7 years of accounting and finance experience in the healthcare, CPG and professional services industries. His expertise includes corporate financial reporting, forecast & budgeting, month-end close, financial modeling, KPI dashboards, flux analysis, inventory analytics and financial decks. Prior to joining 8020, Manny was a Senior Financial Analyst for Integrichain in their Finance Department. Previous experience includes financial planning and analysis at Centric Parts, where he conducted ROI analysis for C-level management. Manny holds a B.S. in Accounting with a minor in Computer Science from the University of California, Riverside.

Zara

Consultant

Zara comes to 8020 Consulting with more than six years of corporate experience across different functions. Prior to joining 8020, she worked in trade fund management for home entertainment at Warner Brothers, finance and operations for TV production at Lionsgate Entertainment, and strategy and business development for consumer products and digital games at Universal Pictures. Her experience includes financial modeling, strategy, actuals vs. forecast planning, greenlighting TV shows, tracking and updating TV ultimates, Tableau dashboard building, quarterly resets, post-acquisition integration, M&A and DCF analysis and ad hoc analysis. She holds a B.S. in mathematics/economics from UCLA and a M.S. in Finance from USC’s Marshall Business School.

Al

Consultant

Al is a finance professional from Southern California with 8+ years of professional experience with expertise in strategic planning, budgeting and forecasting and financial modeling. Prior to joining 8020, he worked on multiple finance teams at Activision Blizzard focusing primarily on digital forecasting and finance across the company portfolio. Prior to his work at Activision Blizzard, he had various roles across sports, media and entertainment while working towards obtaining his Master of Business Administration. Before pursuing his MBA, he started his career as an auditor at Deloitte. Al holds a B.S. in Business Economics and an Accounting minor from University of California, Los Angeles and an MBA from the University of Southern California, Marshall School of Business.

Victor

Consultant

Victor has over 7 years of experience in accounting in a diverse set of industries such as Wine, SAAS and Business Technology. Prior to joining 8020 Consulting, Victor worked for Gynesonics, where he worked on accounting transformation projects. His specialties include Accounting and Financial Reporting, Process Design and ERP Implementation. Victor is a CPA and has a Bachelor of Arts, Economics from University of California – Davis.

Jennifer

Administrative Coordinator

Jennifer is a Southern California native and holds a bachelor’s degree in Family and Consumer Sciences from California State University, Northridge. While in school, she served as an officer for her club, a student intern for the dietetic center, and a writer for the VA dietetic newsletter. Jennifer has previously worked in dietary administration for more than four years in a regionally top-ranked hospital. She also spent time working as an Executive Assistant in the entertainment industry.

Monique

Client Service Associate

Monique is an experienced sales professional and has a track record of being a top performer in her past roles, one being with a prestigious sales firm located in Charlotte, NC. As a business-to-business sales associate, Monique helped launch a small to medium business initiative with one of the fastest growing financiers in the country. Monique holds a B.A. in Communication from UNC-Charlotte and in her free time enjoys photography and contributing to her weekly podcast.

Josh

Accounting Manager

Since starting his career in accounts payable to his current position as the Corporate Accounting Manager, Josh has had the opportunity to work in a diverse set of industries as varied as legal services, property management, securities, manufacturing, non-profit and market research. He has been involved in responding to the needs of external auditors, creating financial statements and documentation of accounting procedures. Josh is a CPA with a degree in Finance from California State University, Northridge.

Allie

Client Service Associate

Alexzenia has forged a successful career spanning public relations and marketing to business development. Alexzenia believes in remaining goal-oriented, strategic and creative, often developing processes intended to improve efficiency. Additionally, Alexzenia is a proficient writer who has enjoyed a fruitful freelancing career. With a passion for poetry, in 2014, she established The Poet's List, a brand and news site which aims to usher poets back to the forefront of pop culture. Alexzenia is a graduate of Johnson C. Smith University, where she earned a B.A. in Communication Arts.