ABOUT OUR TEAM
Our partners have worked together for almost 20 years as a hiring team. High-performing companies require high-performing individuals to drive them — whether it's their own staff or the individuals they bring in to drive projects. That’s why companies work with us.
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 Bachelors and Masters degrees in Economics from Georgetown University in Washington DC.
Partner and COO
Kelly has focused her career on driving company growth and enterprise value through 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, 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.
Partner
Shawn Spears has over 12 years of experience in the consulting business, developing relationships with Finance and Accounting leaders in both Fortune 1000 and middle market companies in several 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.
Managing Director
Travis has over 12 years of experience in corporate finance and strategy consulting helping clients navigate through complex financial issues and transactions. 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.
Director, Consultant Development and Recruiting
Erin Youel's career has been focused on many aspects of Human Capital from full cycle Talent Acquisition to Employee Review Management. Her outgoing personality and expertise, as well as her ability to spot top talent, has contributed to her success in attracting the right people. Additionally, Erin is a Certified Boolean Logic expert, a skill that has proven successful in generating new key company leads resulting in additional business. Across her career, Erin has partnered with key members of the executive team to help manage a variety of special projects such as, revamping the employee review process, training, new employee orientations, as well as a variety of other Human Capital and Talent Acquisition activities. Erin is a Southern California native, however spent 5 years in the Mid-West where she studied voice performance.
Consultant
Michael has over 20 years of diverse financial and operational leadership experience, including positions as CFO and VP of Operations of multiple technology and eCommerce companies spanning several ownership structures including VC, international parent companies and angel investors. While at 8020 Consulting, either as an interim CFO, project manager for multiple system implementations or due diligence support for acquisitions, Michael has helped companies in a variety of industries including Advertising, Technology (sales automation), Restaurant Franchising, Distribution and Payment Processing. Michael is a CPA, holds a Bachelor’s of Science in Accounting from Indiana University Northwest and an MBA from the Kellogg School of Management at Northwestern University.
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 Bachelor of Science degree in Economics from the Wharton School of Business at the University of Pennsylvania.
Consultant
Scott has over 18 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, 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 Bachelor of Science in accounting from the University of Southern California and is an Active CPA.
Consultant
Susan is a CPA with 20+ years of diverse finance and accounting experience in various industries including manufacturing, technology, apparel and real estate. She is an Ernst and Young alumnus who has held leadership roles at Fortune 500, middle market and entrepreneurial companies as Controller, VP of Finance and CFO. These companies have included Power-One, Clipper Windpower, Allied Signal, and Special Devices among others. Susan has provided financial leadership and project management to accounting organizations, including turnaround and restructuring projects, creating international tax structures, implementing IFRS, managing internal and external financial reporting, system implementation and leading finance and accounting efforts for divesture, acquisition and process re-engineering. Susan holds a BS in Accountancy from San Diego State University.
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 BS in Business Administration with an emphasis in Accounting from San Diego State University.
Consultant
As a finance executive with 15 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.
Consultant
Dan has 20+ years of global finance and accounting experience across multiple industries. As an Accenture alumnus, he has over 14,000 hours of project management experience in the areas of Business Process Development and Re-engineering, Systems Integration, FP&A as well as M&A due diligence and post-acquisition integration. Throughout his career, Dan has created finance and accounting processes, implemented systems and built top notch finance and accounting teams for several business start-ups and acquisitions worldwide including Avanade, a joint venture with Accenture and Microsoft where he also served as VP of Finance for the Americas and Asia Pacific. Prior to joining 8020 Consulting, he was VP of Finance and Continuous Improvement for the 2nd largest wine company in the world. Dan holds a Bachelor of Arts degree from Texas Tech University, a Masters of Commerce degree from the Burgundy School of Business in Dijon, France and an MBA in Finance from Loyola University of Chicago.
Consultant
Matt has over 20 years of finance and accounting experience across entertainment, business services, telecom and high-tech industries in both private and public companies. As a consultant Matt has managed strategic projects, advised on M&A transactions, provided pre/post IPO services, created budgeting and forecasting models and performed system implementations, including Anaplan. Prior to 8020 Consulting Matt worked at CSG International, Anthem, and Imperial Capital where he provided buy side and sell side investment banking services to private equity clients. Most recently Matt served as interim CFO at GeoLinks, a high growth wireless tech company. Matt completed his undergraduate work at UCLA and earned his MBA from USC Marshall School of Business.
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 Bachelor of Science in Accounting from Loyola Marymount University.
Consultant
Mark has over 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.
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 BA in Economics from UCLA and an MBA from Pepperdine University.
Consultant
Adam has over 25 years of finance, accounting and operations experience primarily in start-up and middle market entertainment, media and online companies. Adam started his career at Ernst & Young in New York City before moving to California. He has worked as Controller at Fox Family Channel and ArtistDirect, a company he assisted taking public. In addition, he was Controller then interim CFO at Fandango. Adam was the CFO at mOcean, an entertainment marketing and advertising agency, where he successfully consolidated office locations as part of an overall cost savings initiative before becoming a consultant. He holds a Bachelors of Science in Business Administration from The American University in Washington DC. Adam lives in Studio City with his wife Lesley, children Jakob and Lilly and dog Pi.
Consultant
Jessica is a CPA and Deloitte alumnus with over 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 BS in Accounting and an MBA from the Indiana University, Kelley School of Business.
Consultant
Leo has over 20 years of diverse financial and operational leadership experience across multiple industries including technology, telecom and retail/eCommerce. Prior to joining 8020, Leo performed system implementations, business process re-engineering, created forecasting and budgeting models, and managed internal and external financial reporting as head of finance, accounting and operations at India Hicks, Sonic Electronix and CPO Commerce. Previously, he was an investment banker at Houlihan Lokey, Friedman Billings Ramsey and Robertson Stephens where he provided M&A, capital raise and valuation advise. Leo holds an MBA from UCLA Anderson and a Bachelor of Science in Economics form University College London.
Consultant
Ido has over 15 years of experience in financial planning and analysis, M&A and project management. He has managed budgeting, forecasting, long-range planning, industry analytics, metric analysis, complex modeling, consolidations, standard reporting, due diligence support, ad hoc analysis and senior management decision support. Ido has held key finance and strategic roles in the Banking, Entertainment, Online and SAAS industries for companies such as Move, THQ, Intuit, Disney and Blackline. He holds a Bachelor of Science degree in Business Administration and received his Master of Business Administration with an emphasis in Finance from Cal State Northridge.
Consultant
Grace is a CPA and a PricewaterhouseCoopers alumnus, with 20 years of accounting and finance experience in various public and private companies across multiple industries, including REITs, manufacturing, and internet technology firms. Prior to consultancy Grace was the VP of Finance at Kinkisharyo International, LLC, where she was responsible for all matters of accounting, finance, contracting, human resources and enterprise reporting systems. Grace promotes high accountability throughout the organization with continuous process improvement, enhanced financial planning and employee development initiatives. Grace has completed accounting position papers with respect to software & long-term project revenue recognition, purchase accounting, restructuring and disposal activities, leases, among numerous others. Grace holds degrees in Master of Accountancy and Bachelors of Science in Business Administration from the University of Southern California in Los Angeles.
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 Bachelor of Science in Business Administration from the University of California, Riverside and a Master of Business Administration from the University of Southern California.
Consultant
Jorge has over 18 years of finance and accounting experience across the real estate, financial services, consumer products, telecom and high-tech industries in both private and public companies. Jorge started his career with KPMG's audit practice, where he progressed through the senior manager level before leaving to join one of his clients in a financial accounting and reporting oversight role. Most recently, Jorge was a Transaction Advisory Services Director at KPMG and PwC, where he advised companies on M&A transactions, providing sell-side and buy-side due diligence and pre/post transaction accounting support. Since joining 8020 Consulting, Jorge has performed or overseen all accounting and financial reporting processes (including SEC filings), participated on several stages of acquisitions and divestitures, and tackled a host of complex technical accounting issues, including GAAP conversions. Jorge holds a BA in Accounting and Finance from the University of Texas at El Paso and is a CPA licensed in Texas and Florida.
Consultant
Kim is a CPA and PMP with more than 20+ years of diverse finance, reporting and accounting leadership experience. She is an Arthur Andersen alumnus with extensive experience in accounting operations, inventory accounting, supply chain operations, project management, process reengineering, systems implementation, policy and procedure development, training development, internal controls and audit. She has also served as Interim Controller and led accounting teams through the monthly close and external audits. Kim has industry experience in pharmaceutical, retail, manufacturing, distribution, technology, banking, family investment and telecommunications at companies including The Disney Stores, Countrywide Bank, Data Direct Network, Silgan Containers, Fandango, THQ, The Rockefellers and Bristol- Myers Squibb with global assignments in the USA, Europe and Asia. Kim holds a Bachelor of Science in Accounting from Syracuse University.
Consultant
Steve is a CPA with more than 30 years of diverse financial leadership experience, including positions as CFO, VP of Finance, and Controller at emerging growth and middle-market companies. He is an Ernst & Young alumnus with industry experience that includes manufacturing, distribution, healthcare services, entertainment, renewable energy and precious metals. As a consultant, Steve has implemented critical financial structures and best practices for accounting and operational controls, developed fully integrated financial models, spearheaded turnaround and restructuring efforts, and lead M&A transaction support and due diligence efforts. Prior to joining 8020 Consulting, Steve’s positions included CFO for a precious metals firm and Corporate Controller for a publicly traded distributor. Steve holds a Bachelor of Science in Accounting from Loyola Marymount University
Consultant
Laurie is a finance and accounting leader with over 12 years of experience in roles requiring expertise in controllership, financial reporting, treasury operations, system implementation, and audit. Her expertise centers around GL and month end close management, financial analysis, financial modeling, SEC reporting, process improvements, and financial and compliance audits. She is a PriceWaterhouseCoopers alumnus who has held managerial and leadership roles at Fortune 500 companies. These companies included Toyota Financial Services, CBRE, and Paramount Pictures. Laurie is an active CPA and holds a BA in Business Economics with Accounting minor from the University of California-Los Angeles.
Consultant
Establishing his professional foundation by beginning his post-graduate career at a big 4 CPA firm, Corey developed over 17 years of wide and deep accounting experience primarily within the areas of GAAP Financial Reporting, technical accounting research and application, internal and external audit and business process improvement. An Arthur Andersen alumnus, Corey has held a variety of leadership positions in companies such as The American National Red Cross, National Geographic Channels International and The Music Center of LA County. Corey holds both a Bachelor in Business Administration and a Master in Professional Accounting from The University of Texas at Austin McCombs School of Business and is an actively licensed CPA in the District of Columbia.
Consultant
Stacey is a CPA with 25+ years of diverse finance and accounting experience across a variety of industries including technology, manufacturing, consumer products, e-commerce and entertainment. She is an Ernst & Young LLP alumnus who has held various leadership roles and managerial positions in start-up, middle market and high growth companies. These companies have included Walt Disney Studios, Discus Dental, RealD, Virgin Galactic, Cast & Crew Entertainment, among others. Stacey has a broad range of experience in both public and private companies including Controllership, Operational Finance, FP&A and due diligence, post-acquisition integration, managing internal and external financial reporting, and system implementations. Stacey holds a Bachelor of Science and Masters in Accounting from University of Southern California.
Consultant
Carlos has over 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 Bachelor’s of Science Degree in Accounting from Universidad Tecnológica de México.
Consultant
Sangita, a Deloitte alumna, is an active CPA with over 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 was 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 Bachelor’s of Science in Accounting and a Masters of Business Administration from Cal Poly and a Masters of Taxation from USC.
Consultant
Will has 15 plus years of executing various corporate mandates and initiatives across the technology, media, and manufacturing industries. Leveraging his expertise in corporate finance, strategy, financial reporting, and investment banking, Will has served on senior and executive management teams, spearheading the achievement of transformational corporate milestones such as raising institutional capital, acquiring companies, and building and establishing FP&A functions. His management experience included serving as President at Harvard Card Systems, and Vice President of Finance and Strategy at Access Integrated Healthcare. Will was also an investment banker for nearly a decade, having executed M&A and financing transactions in manufacturing, consumer products, and retail. He holds a B.S. from New York University, Leonard N. Stern School of Business in Finance and Accounting.
Consultant
Heidi is a KPMG alumna with over 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 Bachelor of Science degree 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 over 15 years.
Consultant
Mitch has over 13 years of finance and systems experience across entertainment, engineering, and technology industries in both private and public companies. As a consultant, Mitch has advised on M&A and capital raise projects, provided post-merger integration services, created budgeting and forecasting models, and performed system implementations including NetSuite and Tableau. Prior to 8020 Consulting, Mitch worked at AECOM, Hulu, and Yahoo where he served in both corporate finance and corporate development capacities. Mitch began his career as an investment banker at Wells Fargo Securities, providing investment banking services to middle market clients. Mitch completed his undergraduate work at Claremont McKenna College and earned his MBA from Washington State University.
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.
Consultant
June has 11 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 Bachelor of Arts from the University of California, San Diego.
Consultant
Josh is an active CPA and PWC alumnus with over 12 years of finance and accounting experience. As an assurance professional at PwC, he served middle-market manufacturing clients in industries such as food, irrigation, packaging, and aerospace & defense. After PwC, Josh transitioned into FP&A managerial roles in the food industry. In his most recent role as VP, Finance, he partnered with the CFO and other executive leaders in financial reporting, planning, and ad hoc analysis as well as providing interim support as an operating business finance lead. His experiences and skills include FP&A, accounting and control processes, financial system implementations, financial modeling, strategic planning, detailed budgeting and forecasting, project management, and financial reporting. Josh holds a BS in Accounting with a minor in Economics from the California State University, Long Beach.
Consultant
Anthony is a Deloitte & Touche Alumnus with 20+ years of practical 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 aerospace and defense, manufacturing, retail, real estate development and investment management, commercial and retail property management, 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 Bachelor of Science degrees in Business Administration – Accounting Theory & Practice and Chemistry. He is an active CPA licensed to practice in California.
Consultant
Irene has over 10 years of finance and accounting experience in the entertainment industry. She began her career at New Line Cinema in the finance group. Following she joined G4 Media and transitioned to Comcast Entertainment Group. Prior to joining 8020 Consulting, she held a Finance Manager position at NBCUniversal. Her expertise includes FP&A, budgeting and forecasting, month-end close, reporting and corporate consolidation. She is a Northern California native, however spent 10 years living in Los Angeles. Irene holds a Bachelor's of Business Administration degree in Corporate Finance and Business Analysis.
Consultant
Janette comes from a strong financial background in the financial services, aerospace, and defense industries. Prior to 8020 she worked as a Finance Manager at Capital Group and Raytheon. Her expertise includes FP&A, forecasting, budgeting, template creation, financial modeling, variance analysis, continuous improvement, contract negotiation, and operational excellence. Some of her clients include private equity firms and spaceflight companies. Janette also has experience in Project Management and holds a B.S. in Finance from California State University, Long Beach and an MBA from the University of Southern California (USC).
Consultant
Paul has 10 years of finance experience in strategic planning, forecasting and budgeting, financial analysis and business valuation. Prior to joining 8020, Paul was the Director of TV Finance at NBCUniversal, and had previously worked as Senior Finance Manager at 21st Century Fox. Additionally, he held leadership positions at Warner Bros and MGA Entertainment. His expertise centers around FP&A, budgeting and forecasting, financial modeling, cause of change analysis, consolidation, cash flow forecasting, foreign exchange hedging, industry analytics, ad hoc and senior management decision support. Paul holds a Bachelor of Science and an MBA in Finance and International Business from Pepperdine University, Graziadio School of Business.
Consultant
Teresa has 18 years of finance and accounting experience in healthcare, entertainment and market research industries. As a PwC alumna, her clients include Toyota, MasterCard, Prudential, Met Life, Raytheon, Waste Management, Johnson & Johnson and JP Morgan Chase. Prior to joining 8020, Teresa worked for J.D. Power and Associates as their Director of Finance. Teresa also held various analyst and managerial positions at United Health Group, Wellpoint and Disney. She has solid experience in budgeting and monthly forecasting, financial reporting, Sarbanes-Oxley compliance, developing KPIs for investments and financial performance, financial modeling and price sensitivity analyses on new business opportunities, systems implementation, foreign currency transactions and valuation analyses for potential acquisitions and divestitures. Teresa holds a Bachelor of Science degree in Accounting from Loyola Marymount University and is a CPA (inactive).
Consultant
Vikram posesses 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.
Consultant
Yvonne has 16 years of experience in national and global financial activities, including positions as CFO and Controller in consumer products, entertainment, online media, and hospitality. Her expertise includes strategic planning, internal controls, business valuation, financial analysis, budgeting and forecasting, government compliance, business integration, and ERP systems. Prior to 8020, she was CFO for Oakwood Asia Pacific and managed financial, Investor Relations, Corporate Governance, and Compliance, Legal, Human Resources, Information Technology, and Administration. She is a Certified Public Accountant (CPA), Certified Global Management Accountant (CGMA), and Accredited in Business Valuation(ABV). She acquired a Master Degree from the University of Iowa and a Bachelor’s Degree from Fudan University in Shanghai, China.
Consultant
Chris has over 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.
Consultant
Renee has 14 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 board range of experience in Corporate Strategy, Financial Modeling, FP&A, Business Process Improvement, System Implementation, M&A Due Diligence, Post-acquisition Integration, and General Accounting. Renee holds a Bachelor of Arts in Economics from the University of California Irvine (UCI) and is currently enrolled in the Executive MBA program at the University of California Los Angeles (UCLA).
Consultant
Brandon is a finance and accounting leader with over 15 years of experience. His career started as an auditor with the “Big 4” assisting and leading audit engagements in a wide range of industries, such as consumer products, financial services, and biotechnology. Brandon then went on to The Walt Disney Company’s Transaction Support team where he was responsible for provide 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 is a CPA and holds a BS in Accounting with a minor in Economics from the University of Massachusetts - Amherst.
Consultant
David is a CPA with 20+ years of diverse finance, accounting and systems implementation experience across various industries. He is an alumnus of Grant Thornton and PWC. Prior to 8020 he was Finance Director for Westcon Group, a $7B global IT distributor, where he was responsible for global inventory and supply chain reporting, Capex and net working capital. He has led implementations of Hyperion Financial Management, SAP BPC and JD Edwards. He holds a Bachelor’s of Science in Accounting from Binghamton University and a Master’s in Business Administration with a concentration in accounting from University of Buffalo.
Consultant
Pom has 20 years of diverse accounting and finance experience spanning several industries at companies including Amgen, Warner Brothers, Warner Music Group, New Wave Entertainment, Healthnet, CBS, and K-Swiss. She has public accounting background from both PricewaterhouseCoopers as well as a two regionally based firms. Pom has held multiple Controller roles with responsibility for month end close, international consolidations, financial reporting, operational accounting, cost/budget analysis, financial audit and internal controls, and financial system implementation. Pom received her MBA from Western Illinois University and is an active CPA in the state of California.
Consultant
Shant has over six years of experience in the entertainment industry. His expertise includes financial analysis, FP&A, and royalties reporting. Prior to joining 8020 Consulting, Shant served as a Sr. Financial Analyst at The Walt Disney Company as well as Universal Music Group. He holds a Bachelor of Science degree in Management Science and Economics from the University of California, San Diego and is in his last semester of the MBA program at USC’s Marshall School of Business.
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 from USC's Marshall School of Business with a concentration in finance.
Consultant
John is an Alumnus of Arthur Anderson and a CPA with over 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.
Consultant
Radha has 15 years of finance and accounting experience ranging from non-profits and universities to large companies in various industries across the United States. 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, 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, and Morgan Creek Productions. Radha holds a Bachelor of Arts in Business Administration with a concentration in Accounting from California State University, Fullerton.
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 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.
Consultant
Yingfei has acquired more than 17 years of experience in accounting and auditing in industries such as Bio-tech, manufacturing, private real-estate and public REITs and spent eight years with Deloitte and Ernst & Young LLP’s focusing on Real Estate practice and manufacturing industry. She participated in the consolidation and external reporting for publicly traded companies and REITs and her core competencies include GAAP accounting: full-cycle accounting/auditing and operations for REITs, internal controls and process improvement, SEC reporting, consolidation and elimination, system implementation. Fund accounting: capital call, design distribution waterfall, fair value preparations and analysis, investor statement preparation, basis relief entry and income allocation based on LPA. Yingfei is a Certified Public Accountant and a Chartered Accountant in England and received a Master’s Degree focused in Accounting from University of Michigan.
Consultant
Tommy is a PWC Alumnus with 20+ years of broad accounting and finance experience in both large and small companies including Pre-IPO ventured 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 BS in Business Administration with an emphasis in Accounting from California State University Los Angeles and is an active CPA.
Consultant
Henry brings 12 years of finance and accounting experience in entertainment, consumer products, and retail. His core competences include: budgeting, forecasting, strategic planning, month end close, re-engineering existing processes, royalty accounting, month/quarter reporting, and supporting system implementations. Prior to joining 8020 Consulting, Henry was a Finance Manager at Dutch LLC and held Senior Analyst positions in multiple departments at the Walt Disney Company. Henry holds a Bachelor’s of Science Degree in Business Administration with a concentration in Corporate Finance from University of Southern California Marshall School of Business. Henry is a certified 2016 Excel Expert and Anaplan implementer.
Consultant
Mike has over 10 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 served as a Sr. Analyst 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 Bachelor of Arts in Economics from Brock University and is a CFA Charter holder.
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 BS in Accountancy from CSU, Northridge, where he served as President of the Accounting Association.
Consultant
Mary has over 20 years of experience in finance and accounting in multiple industries such as entertainment, consumer products, oil & gas, legal, automotive, financial services, banking, food manufacturing, apparel and defense & military contractor. Her expertise includes Financial Planning & Analysis, budgeting and forecasting, financial modeling, month-end close, reporting, project management of process design and re-engineering initiatives, process improvement, system implementations and change management. Prior to joining 8020 Consulting, Mary consulted and worked at Warner Bros, Disney, Honda, Toyota, BP/AMOCO, Ticketmaster/Live Nation, Nestle, The Collected Group, Physical Optics Corporation, E-Trade and City National Bank. She holds an MBA from DePaul University and Bachelors degree in Finance from University of Illinois at Urbana-Champaign.
Consultant
Neil has 24 years of accounting and audit experience in multiple industries, including pharmaceuticals and biotech, manufacturing, retail, health care, 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 acquisition and other technical accounting issues. Additionally, Neil was a controller for a growing health care 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 health care, manufacturing, and government entities. Neil holds a Bachelor of Science in Accounting from the University of Southern California.
Consultant
Prior to joining 8020 Consulting, Joe was an Investment Banker with experience in capital and debt markets, M&A, IPO, credit, distressed assets and financial assurance. His key responsibilities include buy-side and sell-side M&A, subsidiary spin-offs, capital raising through the debt and equity markets, structuring of hybrid securities, turnaround and restructuring and due diligence support. Over the years, Joe has advised and raised capital for REITs, property developers and major palm oil players. Joe has also lived and worked in a few of the world’s major financial cities such as Los Angeles, London, Singapore and Hong Kong. Joe graduated from the University of Southern California and he is Chartered Accountant with the Institute of Chartered Accountants in England and Wales. Joe also holds the following FINRA licenses: Series 24, Series 63 and Series 79.
Consultant
Deb has over 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 Bachelor of Science degree in Finance from the University of Illinois at Urbana-Champaign. Deb is a CPA and has her PMP Project Management Certification.
Consultant
Christine is a KPMG alumna with over 18 years of finance and accounting experience in food and beverage, healthcare, entertainment, and manufacturing industries. 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 budgeting and monthly forecasting, financial reporting and analysis, 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 Bachelor of Arts degree in Business Economics from University of California, Irvine and she is a CPA licensed in California (inactive).
Consultant
Seena comes from a diverse background of retail operations, labor, financial analysis, FP&A, data research, and analytics. Prior to joining 8020 Consulting, Seena served as a retail analyst for $2B retailer, Harbor Freight 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 financial modeling, budgeting and forecasting, compensation, data mining, and strategy. He attended the University of Connecticut where he received his Bachelors and his Masters degrees with a focus in quantitative sociology, and later on went to Pepperdine University where he received his MBA.
Consultant
Erika has over 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 is currently in the Executive MBA program at Loyola Marymount University and she will be graduating in May of 2019. She received her BS in Business Administration with an emphasis in Accounting from the University of Colorado at Boulder.
Consultant
Jeff has fifteen years of experience in all areas of finance and accounting, including financial close, FP&A, budgeting and forecasting, financial modeling, and financial systems and has served a variety of industries including entertainment, manufacturing, energy and consumer products. Jeff started his career at KPMG in their audit practice and from there held a variety of finance and accounting roles at Twentieth Century Fox, The Coffee Bean & Tea Leaf, and Warner Bros. Jeff holds a Bachelor of Business Administration from East Tennessee State University and a Master of Accountancy with a concentration in Financial Systems from The University of Tennessee.
Consultant
Kristen has over 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.
Consultant
Marco has 17 years of Finance and Consulting experience. His work spans various industries including technology, entertainment, telecommunications, consumer products, financial services, and healthcare. Marco has expertise in Financial Planning & Analysis (budgeting, forecasting, and reporting), Strategic Planning, project management, 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, Paramount Pictures, Grupo Modelo, Cricket Communications, UBS, and Goldman Sachs. Marco holds a B.A. in Economics from Brandeis University, and an MBA from the UCLA Anderson School of Management.
Consultant
Eddy has 10 years of diverse finance and accounting experience in the entertainment, internet, media and technology industries. Prior to 8020, Eddy was the IT Finance Manager at Fox Entertainment Group and had previously worked for Fox Interactive Media (MySpace, MySpace Music, iLike, FoxSports.com, FoxNews.com and Fox.com). Her expertise includes FP&A, budgeting, forecasting, cash flow forecasting, financial modeling, month-end close, reporting, project management of process design and re-engineering, process improvement and supporting system implementations. She holds a Bachelor’s of Science in Finance and Real Estate from California State University of Northridge.
Consultant
Brian has over 6 years of accounting and finance experience in the entertainment field. Prior to joining 8020 Consulting, Brian was a Senior Financial Analyst for Disney TV Animation and previously worked for Deluxe Entertainment, CBS Global Distribution, and J.G Boswell Company. His expertise includes budgeting and forecasting, financial modeling, labor analysis, month end close, annual and long-range plan preparation and analysis, and process improvements. He received his Bachelor of Art in Economics from the University of California, Los Angeles.
Consultant
Kevin has over 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.
Consultant
Amy has over 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 of Accounting and is a CPA licensed in North Carolina.
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.
Consultant
Lizai has more than 10 years of accounting and finance experience in both public and private companies. Before joining 8020 consulting, Lizai was the Director of Finance at ChinaNetCenter, the leading CDN internet service provider in China for 5 years. During her tenure at CNC, she worked closely with management information systems teams to continually improve business processes among all divisions and entities to ensure effective internal financial and operational controls as the company grew to be a public company. After pursuing her Masters degree, Lizai served as the Controller at Quantil, Inc. where she was responsible for all matters related to accounting, finance, human resources and ERP system implementations. Lizai holds a Master of Accountancy from the W.P. Carey School of Business at Arizona State University and B.A. in Accountancy from Fuzhou University in China.
Consultant
Casandra has over 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 over four years as a Finance Manager at NBC Universal, in International TV Distribution, a $1.5+ billion business. She holds a Bachelors of Science in Business Administration from Montclair State University in New Jersey. Casandra is also obtaining her Executive MBA at UCLA Anderson School of Business.
Consultant
Dan comes from a diverse background in finance and accounting, working in multiple industries such as advertising, internet, and media. His expertise includes forecasting, budgeting, FP&A, financial modeling, month-end closing, process improvement, and data mining. Prior to joining 8020 Consulting, Dan worked at Evolve Media as a Senior Financial Analyst, where he led multiple finance initiatives throughout the organization. Some of his key clients included Hyundai Motor America, NRG Energy, Hankook Tires, Footjoy Apparel and See’s Candies. He holds a B.A from the University of California, Santa Barbara in Economics with a concentrated background in Accounting.
Consultant
Nikki is a PWC alumna with 15 years of experience in multi-faceted markets in manufacturing, food and beverage, logistics, airline catering, pharmaceuticals and real estate Nikki has a strong background in accounting, month-end close, financial planning and analysis, budgeting and forecasting, financial modeling, strategic planning, process improvement and internal auditing. Prior to joining 8020 Consulting, Nikki was a Finance Manager at Air Fayre Inc. and previously worked for Quest Nutrition as a Senior Financial Analyst. Nikki holds a Bachelor’s of Science Degree in Business Administration and she is a CPA licensed in California.
Consultant
Justin comes from a diverse background of Sales Operations Finance, FP&A, Strategic Finance, and business analytics within the Media, Entertainment and Consumer Products industries. Prior to joining 8020 Consulting, Justin served as a Sales Finance Analyst for Mattel, the world’s largest toy manufacturer. He also worked in FP&A in with various other Fortune 500 Companies such as Warner Bros and Time Warner Cable. His specialties include financial modeling, budgeting and forecasting, data analytics and strategic finance. He attended the University of Michigan, Ann Arbor where he received his Bachelor’s Degree in Political Science and later received his MBA from the University of Southern California with a focus on Corporate Finance and Valuation.
Consultant
James has over 14 years of finance and accounting experience in industry’s such as financial services, retail, and technology. 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 worked as an ERP implementation consultant, implementing ERP systems for small to medium size companies. He also has held a variety of accounting and finance roles while working at Convergex and Wally’s Wine & Spirits. James holds a Bachelor of Science degree in Accounting from Binghamton University.
Consultant
Chris has 10+ years of finance and accounting experience across multiple industries with firms of varying size, from start-up environments to public companies. Chris has managed departments, created both finance and accounting processes, implemented new systems and controls, and built top notch teams. His expertise includes management, strategy, forecasting, budgeting, FP&A, month-end close, M&A, pre-merger diligence, post-merger integration, valuation, and process improvement. Passionate about streamlining and optimizing strategic finance decisions, Chris has developed an expertise in areas of process development and re-engineering, systems integration, as well as having been involved in several public acquisitions. Prior to joining 8020, he was a finance manager at Stamps.com, a public company. Chris holds a B.S. in Finance from Santa Clara University, with minors in Creative Writing and Music Theory, and is currently pursuing his MBA from the University of Southern California’s Marshall School of Business.
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 over 150 people and traveling across the country.
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.
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 over four years in a regionally top ranked hospital. She also spent time working as an Executive Assistant in the entertainment industry.
Our Team
financial consulting in los angeles
One of our core beliefs is this: if you’re investing the time, energy, capital and risk to start a new firm, it needs to be demonstrably better than what is already out there, one that creates a truly superior experience for its people and its clients. That’s what we’re doing here.
Why Clients Work With Usmore than numbers
Our team applies focus, objectivity and superior academic and professional credentials backed by a business model that encourages and rewards individual initative and creativity with a mandate to leave clients provably better at the end of each engagement.
“One highly skilled and focused individual can make a huge difference in even the largest of companies.”
We would love the opportunity to discuss whether the opportunities our firm offers are in alignment with your skills, experience, goals and interests.
If you’re an Executive with a project requirement, we want to hear from you, and determine whether or not our capabilities are best fit with your immediate or intermediate-term project requirements.