Meet The 8020 Team

David Lewis

Chairman of the Board

Kellen Smith

Chief Executive Officer

Shawn Spears

Partner

Michael LaBorde

Chief Financial Officer

Adam Sprecher

Chief Commercial Officer

Travis Kanafani

Sr. Managing Director

Erin Youel

Director, Consultant Development & Talent Acquisition

Brad Frank

Director, Client Development

Sean Rath

Director, Client Services

Brandon Li

Director, Client Services

Craig Kodish

VP, Client Service

Luke Mattorano

Managing Director

Ethan West

Director of Client Services

Shawn Beatty

Client Service Associate

Shayla Mauer

Talent Acquisition Lead

Allie Davis

Client Service Associate

Lindsay Heermans

Accounting Manager

Jennifer Williams

Business Operations Manager

Maureen Brock, CPA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Treasury & Cash Flow Forecasting
• M&A Due Diligence & Transaction Support
• Post-Acquisition Finance & Accounting Integration
• Financial Audit & Internal Controls

Scott Longacre, CPA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Budgeting & Forecasting
• Financial Reporting & General Accounting
• Strategic Planning
• Process Improvement & Internal Controls
  

John Woolard, CPA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• M&A Due Diligence & Transaction Support
• Financial Restructuring & Turnaround
• Strategic Planning & FP&A
• Internal Controls & Compliance
  

Carol Lee, CPA, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• SEC Reporting & Compliance
• Consolidation & Month-End Close
• SOX Controls & Internal Audit
• Technical Accounting & Process Improvement

Devon Coleman, MBA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Process Design & Re-Engineering
• Project Management
• Software & Application Development

Federico Pulido, CPA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Technical Accounting & SEC Reporting
• SOX Compliance
• Internal Controls
• Audit Readiness

Jennifer Swieca, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Strategic Planning
• M&A Integration
• Process Improvement
• System Implementation

Brian Barton, CPA

Experience: 20+

Expertise:

• Accounting Operations & Leadership
• Financial Reporting & SEC Compliance
• ERP Implementations & Process Improvement
• Month-End Close & Audit Readiness
• SOX Compliance & Internal Controls

Jaime Raisch

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Project Management
• Due Diligence & Transaction Support
• Strategic Planning
  

Waleed Ibrahim

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Audit & Internal Controls
• Post-Acquisition Finance & Systems Implementation
• Due Diligence & Transaction Support
  

Divesh Bhulabhai, CPA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Technical Accounting
• Process Improvement & Re-Engineering
• Treasury & Cash Management
• Financial Systems Implementation
  

Erika Ketz, CPA, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Technical Accounting
• Business Process Improvement
• SOX Compliance
  

Chona Chua

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Post-Acquisition Finance & Accounting Integration
• Financial Audit & Internal Controls
• Financial Systems Implementation
• Project Management
  

Aniv Nayar

Experience: 15+

Expertise:

• Financial Planning & Analysis
• Buy & Sell Side M&A Due Diligence
• Strategic Planning
• Treasury & Cash Management
  
  

Amber Hunt

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• Treasury & Cash Flow Forecasting
• Accounts Receivable & Collections
• Financial Audit & Internal Controls
• Project Management

Aijie Zhou, CPA, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• SEC Reporting & Technical Accounting
• M&A Due Diligence & Transaction Support
• Treasury & Cash Flow Forecasting
  

Ahmed Cervantes, MBA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Modeling
• M&A Due Diligence & Transaction Support
• Operational Finance
  

Amit Gupta, MBA, CA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Operations Finance
• Finance Transformation & Project Management
• Process Design & Re-engineering
  

Ann Chen, CPA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Month-End Close Processes
• Management Reporting & Variance Analysis
• Business Process Improvement & Re-Engineering
• Financial Audit & Internal Controls
  

Michael Wann

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• M&A Due Diligence & Transaction Support
• Treasury & Cash Flow Forecasting
• Strategic Planning
• Post Acquisition Finance
  

Anthony Granato, CPA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• M&A Due Diligence & Transaction Support
• FP&A and Operations Finance
• SEC Reporting & Compliance
• Financial Audit & Internal Controls

Branden Faust, MBA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Strategic Planning
• Treasury & Cash Management
• Post-Acquisition Finance & Systems Implementation

Brian Rose, CPA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Reporting & General Accounting
• Financial Forecasting
• Business Process Design
• Project Management

Navid Khan, BSAF

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• Financial Audit & Internal Controls
• Project Management
• Process Improvement & Re-Engineering
• Financial Planning & Analysis
  

Carlos Prado

Experience: 20+

Expertise:

• Controllership
• Financial Leadership
• Internal Controls Design
• System Implementation
• Financial Analysis
  

Casandra del Carmen, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Process Improvement & Re-Engineering
• Tax Compliance & Reporting
• System Implementation
• Financial Modeling
  

Christine Yun, CPA (Inactive)

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Modeling
• Financial Audit & Internal Controls
• Project Finance
  

Doyle O'Dell, CPA

Experience: 20+

Expertise:

• Budgeting & Forecasting
• Corporate Accounting
• Sales Finance
• Accounting System Implementation
• Project Management
  

Heidi Turcotte

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Audit & Internal Controls
• Financial Systems Implementation
• Process Design & Re-engineering
  

Jackson Quach, PMP

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Technical Accounting & SEC Reporting
• Audit Readiness
• Project Management
• Process Improvement
  

James Bang

Experience: 20+

Expertise:

• Financial Reporting
• Technical Accounting
• Audit Readiness
• SOX Compliance
• Process Improvement
  

Nanette Yang, MBA

Experience: 20+

Expertise:

• Budgeting & Forecasting
• Financial Modeling
• Strategic Planning
• Cash Flow Management
• M&A transactions
  

Jennifer Lee, CPA (Inactive), MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Strategic Planning
• M&A Integration
• Process Improvement
  

Jim Hliboki, CPA (Inactive)

Experience: 20+

Expertise:

• Executive Management
• General Accounting
• Due Diligence Support
• Financial Planning & Analysis
• Operations Management
  

Jo Ann Eilers, CPA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Technical Accounting & SEC Reporting
• Audit Readiness
• SOX Compliance
• Process Improvement
  

JoAnne Harrison

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Strategic Planning
• M&A Integration
• Process Improvement
  

Junior Shin

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Technical Accounting
• Audit Readiness
• SOX Compliance
• Process Improvement
  

Jonathan Sumilang

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• M&A Transaction Support & Due Diligence
• Treasury & Cash Management
  

Julian de Luna, MBA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• NetSuite Implementation & Support
• Process Design & Re-Engineering
• Financial Modeling
  

June Perlovich, MBA

Experience: 20+

Expertise:

• Financial Planning & Analysis
  
• Financial Reporting & General Accounting
• Process Design & Re-Engineering
• M&A Due Diligence & Transaction Support
• ERP Implementation & System Integration

Varun Varma, CPA, MBA

Experience: 15+

Expertise:

• M&A Due Diligence &Transaction Support
• Strategy & Corporate Development
• Financial Planning & Analysis (FP&A)
• Valuations & Financial Modeling

Kali Hinkson, MBA

Experience: 10+

Expertise:

• Financial Planning & Analysis
• Strategic Planning
• Operational Finance
• Financial Modeling
• Project Management

Kelly DeMarchi, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Process Re-Engineering
• Project Management
• Financial Systems Implementation
• Treasury & Cash Flow Forecasting

Amish Patel, MBA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Modeling
• M&A Due Diligence & Transaction Support
• Operational Finance

Kristen Jue, MBA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Modeling
• M&A Due Diligence & Transaction Support
• Operational Finance
  

Kevin Mak, MBA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Modeling
• M&A Due Diligence & Transaction Support
• Operational Finance
  

Kieran Chautlani, MA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Project Management
• Systems Implementation
• Process Design & Re-engineering
  

Kurt Schreiner, CPA (Inactive)

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• M&A Due Diligence & Transaction Support
• Post-Acquisition Finance & Accounting Integration
• Project Management
  

Lizzette Acuna

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Sales & Marketing Finance
• Inventory Management
• Financial Modeling
• General Accounting
  

Lora Mekikian, CPA, MBT

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• M&A Due Diligence & Transaction support
  
• Strategic Planning & FP&A
• Tax Compliance & Reporting
• Financial Systems Implementation
  

Luis Parra, CPA, CIA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• M&A Due Diligence & Transaction support
  
• Technical Accounting & Compliance
• Internal Controls & SOX Compliance
• ERP Implementation & Process Optimizaiton

Mahmoud Elaskary, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Due Diligence & Transaction Support
• Financial Systems Implementation
• Strategic Planning

Marco Moreno, MBA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Project Management
• Due Diligence & Transaction Support

Matt Taylor, MBA

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• Process Improvement & Reengineering
• Treasury & Cash Management
• Production Finance & Accounting

Jenny Chan, CPA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Modeling
• Treasury & Cash Flow Forecasting
• System Implementation

Melissa Farrell

Experience: 10+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Project Management
• Data Analytics
  

Mike Lancia, MBA, CFA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Due Diligence & Transaction Support
• Business Valuation
• Strategic Planning
  

Michael Nunez, CA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Treasury & Cash Management
• M&A Due Diligence & Transaction Support
• Financial Systems Implementation
  

Nikki Nguyen, CPA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• SEC Reporting & Technical Accounting
• Financial Audit & Internal Controls
• Process Improvement
• Month-End Close
  

Olu Ekundayo, CPA

Experience: 10+

Expertise:

• Data Analysis
• Month-End Close
• Variance Analysis
• Process Improvement
• Budgeting and Forecasting
• Report Building
  

Paul Boettcher, CPA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Reporting & General Accounting
• SEC Reporting & Technical Accounting
• Treasury & Cash Flow Forecasting
• Post-Acquisition Finance & Accounting Integration
  

Renae Pryjmak, CPA

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• SEC Reporting & Technical Accounting
• Treasury & Cash Flow Management
• Financial Planning & Analysis
• Process Improvement & Internal Controls
  

Sangita Narang, CPA, MBA, MBT

Experience: 15+

Expertise:

• Strategic Finance
• Financial Reporting & General Accounting
• SEC Reporting & Technical Accounting
• Financial Planning & Analysis
• Process Improvement & Internal Controls
  

Steve Rochen, CPA, MBA, MPA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Reporting & General Accounting
• Financial Modeling
• Cost Center Analysis
• Cost Savings Initiatives
• Budgeting & Forecasting
  

Tim Mizuo, CPA, MBA, CGMA

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Reporting & General Accounting
• Business Intelligence
• Business Process Improvement
• Strategic Financial Planning
• Project Management
  

Tommy Yee, CPA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning and Analysis
• Treasury & Cash Management
• Financial Modeling
• FP&A Process Optimization
• ERP/Financial System Implementation
  

Joe Chang, CPA, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• System Implementation
• Accounting Integration
• Process Improvement & Re-Engineering
  

Vadim Teselkin, FPAC, FMVA, CMA, CTP

Experience: 10+

Expertise:

• Financial Reporting and General Accounting
• Financial Planning and Analysis
• Financial Modeling, M&A Due Diligence
  and Transaction Support
• Project Management, Operational Finance
  

Bilal Qazi, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Project Management
• System Implementation
• Process Improvement & Re-Engineering
• Accounting Integration
  

Sonia Dawson, CPA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Audit & Internal Controls
• Treasury & Cash Flow Forecasting
• System Implementation
  

Manisha Fernandez, MBA, MSA

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• Financial Audit & Internal Controls
• M&A Due Diligence & Transaction Support
• SEC & Technical Accounting
• Project Management
  

Mohammad Ghanchi, MBA, CPA

Experience: 7+

Expertise:

• Financial Modeling
• Process Improvement and Re-Engineering
• Operational Finance
• Strategic Planning
• SEC & Technical Accounting
  

Kesha Woodfork, MBA

Experience: 20+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Operational Finance
• Operations
• Strategic Planning
  

Patty Saienni, CPA

Experience: 20+

Expertise:

• Financial Reporting and General Accounting
• Financial Audit and Internal Controls
• Process Improvement and Re-Engineering
• SOX and Internal Controls
• System Implementation
  

Arin Shahnazarian, CPA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• Financial Audit & Internal Controls
• Treasury & Cash Flow Forecasting, Other
  

Patrick Ngan, CPA

Experience: 10+

Expertise:

• Financial Reporting and General Accounting
• Financial Audit and Internal Controls
• Treasury and Cash Flow Forecasting
• Accounting Integration
• Operations
  

Ellen Vayner, MBA, PMP

Experience: 20+

Expertise:

• Project Management
• Financial Planning & Analysis
• Process Design & Re-engineering
• Financial Modeling
• Systems Implementation
  

Nikhil Singh, MBA

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• M&A Due Diligence & Transaction Support
• Financial Modeling
• Project Management

Jordan Choi

Experience: 10+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• System Implementation
• Financial Modeling
• Treasury & Cash Flow Forecasting

Gitta Hansen, MBA

Experience: 25+

Expertise:

• Financial Planning & Analysis
• Operational Finance
• M&A Due Diligence & Transaction Support
• Financial Modeling
• Treasury & Cash Flow Forecasting

Yulam Wong, CPA (Inactive)

Experience: 20+

Expertise:

• Financial Planning & Analysis
• Financial Reporting & General Accounting
  
• Financial Audit & Internal Controls
• Financial Modeling
• System Implementation

Keith Marston, MBA

Experience: 15+

Expertise:

• Financial Planning & Analysis
• Operational Finance
• Strategic Planning
• Financial Modeling
• Process Improvement & Re-Engineering

Lizai Chen, MA

Experience: 15+

Expertise:

• Financial Reporting & General Accounting
• Financial Planning & Analysis
• System Implementation
• Accounting Integration
• Process Improvement & Re-Engineering

Narine Chalumyan, MBA

Experience: 15+

Expertise:

• Financial Planning & Analysis
• Financial Modeling
• Financial Audit 
• Post Acquisition Finance
• SOX & Internal Controls