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 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.

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.

Michael

Consultant

Michael has more than 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 B.S. in Accounting from Indiana University Northwest and an MBA from the Kellogg School of Management at Northwestern University.

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 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.

Susan

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 B.S. in Accountancy from San Diego State University.

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.

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.

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.

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.

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.

George

Director of Marketing

George has more than 12 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 was a Vice President at Marketri, where he designed, implemented and directed marketing programs for a variety of B2B clients. He also has experience in a variety of content creation, digital marketing 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.

Corey

Consultant

Establishing his professional foundation by beginning his post-graduate career at a big 4 CPA firm, Corey developed more than 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's in Business Administration and a master's 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.

Greg

Consultant

Greg has more than twenty years of financial, operational and leadership experience in various sectors including construction management, land development, real estate, hedge funds, environmental technology, private equity, venture capital, media, government contracting, and high net worth family office management. Prior to joining 8020 Consulting, Greg was the CFO at Southern Site Development in Atlanta where he guided the company from start-up through rapid growth. He also served as the CFO of the GreenTech Master Fund, a long/short equity hedge fund in New York City investing in environmentally responsible, green technology companies. Prior to that, he was an Assistant Managing Director for the Cisneros Group of Companies focusing on emerging business opportunities across North America and Latin America. Greg received his undergraduate degree from Texas Tech University and his MBA from New York University’s Stern School of Business holding specializations in Financial Management, Leadership and Entrepreneurship.

Danelle

Consultant

Danelle is an accomplished financial executive with more than 20 years of diverse strategic, financial and operational experience across industries including consumer products, pharmaceuticals and healthcare, manufacturing, hospitality and entertainment. Her focus has been to combine the day-to-day management of finance, accounting and treasury departments with various transactions / strategic initiatives including capital raises, debt refinancing, due diligence and asset sales. She has led the redesign of management and accounting systems, overseen financial restatements and developed new financial reporting and financial modeling. Danelle has taken direct CFO roles at two early stage CPG companies and with 8020 Consulting, Treasurer for Bolthouse Farms. Other consulting roles have included companies of varying size and industry, from being Controller of a $100-million specialty biopharmaceutical development company to Director of Reporting & Consolidations for an $8 billion hospitality company. An alumnus of PwC and FTI Consulting, Danelle holds an MBA from the Fuqua School of Business, Duke University, and a B.A. in Economics from the University of California, Los Angeles.

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.

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 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 B.S. in Accounting and an MBA from Cal Poly and a master's of Taxation from USC.

Will

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.

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. ​

Mitch

Consultant

Mitch has more than 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.

June

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 B.A. from the University of California, San Diego.

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.

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.

Michael

Consultant

Originally from Australia, Michael has more than 14 years of finance and accounting experience. He started his career as an auditor before moving to private accounting and working across various industries including insurance, healthcare, mining and private equity. Prior to joining 8020 he was the CFO for an insurance company based in Fiji, leading a team of 15 throughout the Pacific. 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 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).

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.

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.

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.

Brandon

Consultant

Brandon is a finance and accounting specialist with more than 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 including consumer products, financial services, and biotechnology. He 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 is a CPA and holds a B.S. in accounting with a minor in economics from the University of Massachusetts Amherst.

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.

Elsa

Consultant

Elsa has diverse finance and accounting experience in various industries including entertainment, multi-level marketing, manufacturing, online service and real estate. Her expertise includes budgeting and forecasting, FP&A, financial modeling and analysis, process improvement, system implementations, post-acquisition integration, treasury operations, cash management, and AP/AR automation. Prior to joining 8020 consulting, she served as Director of Finance focusing on treasury and cash management. Elsa is a CPA (inactive) and holds a Master’s in Public Policy and Management from the University of Southern California.

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.

Branden

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.

Mike

Consultant

Mike has more than 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 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.

Mary

Consultant

Mary has more than 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 a bachelor's degree in Finance from University of Illinois at Urbana-Champaign.

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.

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.

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.

Chris

Consultant

Chris has 15 years of diverse finance and accounting experience across a variety of industries including entertainment, healthcare, distribution, retail, financial services and information technology. He has held various leadership and managerial positions in middle-market, high-growth 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, Zacks Investment Research, and Coca Cola Enterprises after beginning his career as Equity Research Analyst for Piper Jaffray. Chris has a board range of experience in financial reporting, budgeting, financial modeling, M&A transaction support, 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.

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.

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.

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.

Jeff

Consultant

Jeff has more than 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's degree in Business Administration from East Tennessee State University and a master's degree in Accountancy with a concentration in Financial Systems from The University of Tennessee.

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.

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.

Marco

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.

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.

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.

Chris

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.

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 joins 8020 Consulting with 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.

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.

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

Thanh

Consultant

Thanh is an active CPA with more than 12 years of accounting experience in the entertainment industry. Prior to 8020, she worked as a Senior Manager of Corporate Financial Reporting at Lionsgate Entertainment. Previous companies she worked at include NBCUniversal, CBS Television Distribution and New Line Cinema. During her career, she has had experience in corporate financial reporting and consolidation, SEC reporting, financial analysis, system implementation and month-end close. Thanh holds a B.A. in Economics from the University of California at Los Angeles.

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.

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.

Jake

Consultant

Jake has more than 12 years of accounting and compliance audit experience in the media and entertainment industry. His expertise includes corporate financial reporting, forecast & budgeting, month-end close, post-merger integration, intercompany eliminations, FX analysis, compliance audits and process improvement. Prior to joining 8020, Jake was a Financial Reporting Manager at Warner Bros. in their corporate reporting unit. Previous experience includes public accounting at NKSFB, where he conducted compliance and fraud audits on behalf of the Screen Actors Guild Pension & Health Plans. Jake is a CPA and holds a B.A. in Economics with an emphasis in Accounting from the University of Santa Barbara, 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.

Nicholas

Consultant

Nicholas has 13 years of finance and accounting experience in a variety of industries including entertainment, consumer products, financial services and software as a service. He started his career at Deloitte in the audit practice and has also held positions at KPMG, Sony Pictures and Tennis Channel. Prior to joining 8020 Consulting, Nicholas worked with Twentieth Century Fox on the Disney/Fox merger. His expertise centers around FP&A, reporting, financial close, budgeting and forecasting, external audit and financial modeling. Nicholas holds a B.S. in Accountancy from California State University, Northridge and is an actively licensed CPA in California.

Dan

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.

Desiree

Consultant

Desiree is a results-driven finance professional with more than 12 years of progressive experience in strategic planning, budgeting and forecasting, financial modeling, system implementation, post-acquisition integration and M&A due diligence. Prior to joining 8020, she served in various leadership roles and management positions ranging from large global corporations to mid-sized, PE-backed companies. Her industry experience spans across aerospace, aviation, professional services and cable and communications industries. As a Director of Finance, she led the finance functions and successfully implemented an EPM solution. As a Senior Business Manager, she built sophisticated, dynamic dashboards utilizing the industry leading data visualization tool, Tableau. Desiree holds a B.A. in Business Administration from California State University, Fullerton and an EMBA from the University of Southern California, Marshall School of Business.

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.

Prashant

Consultant

Prashant has more than 15 years of finance and accounting experience. Having worked in private equity as well as a variety of other industries, he has years of experience in dissecting financial statements to understand the key performance drivers and increase revenue and profitability. He has led finance and accounting at various startups, implemented and streamlined processes and financial systems. Prashant holds a bachelor's degree in Mechanical Engineering, master's degree in Industrial Engineering from Ohio State University, MBA from University of California-Berkeley and CPA (Inactive) from the State of Pennsylvania.

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.

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.

Tennille

Consultant

Tennille is a qualified Chartered Accountant with 14 years of combined Big4 public accounting and industry experience. Prior to joining 8020, Tennille served as a Consultant, working with a variety of clients including iPayment Inc, Warner Brothers, DC Entertainment and The Center for Autism and Related Disorders and held various Controllership, Financial Manager and Technical Accounting lead roles. Her experience covers operational accounting, financial reporting (full set financials and MD&A), technical accounting (revenue recognition, debt accounting, business combinations, asset impairment) and even compliance reporting (debt covenant calculations and reporting). Tennille has serviced clients in the United States and South Africa (which applies International Accounting Standards).

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.

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.

Vinay

Consultant

Vinay is a CPA with 15+ years of diverse finance and accounting experience across many industries. He is a PWC alumnus who has held leadership roles at a range of organizations from startup and mid-sized to large Fortune 500 companies with experience in Audit, Accounting and Finance. These companies have included Marquis Jet Partners, The New York Times, PwC, Bloomberg LP and Physique 57. Vinay has most recently provided leadership including financial reporting, FP&A modeling, managing external audits, revenue recognition and managing cash flow to an entire Accounting and Finance department. Vinay holds both a B.S. in Business Administration with an emphasis in Accounting and a master’s degree in Accounting from Boston College.

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.

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.

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.

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.

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.