Curriculum Vitae


Controller | Lady Luck Gourmet | San Francisco, CA                                                                                        2013 – Present

  • Ensure the consistency and accuracy of financial accounting and reporting
  • Provide financial reporting and analysis to Executive Management and Operations team members
  • Supervise accounting team and perform detailed review of their work
  • Develop and maintain internal controls
  • Monitor IRS compliance and tax reporting issues
  • Manage human resource functions related to payroll and tax accounting

Senior Account Analyst | The Capital Group | Irvine, CA                                                                                       2010 – 2011

  • Ensured the consistency and accuracy of global compensation reporting
  • Provided financial reporting and analysis including detailed general ledger accounting, including analyzing
    and recording expenditures for compensation
  • Developed training guides for all compensation accounting procedures and enhanced work processes
  • Performed monthly closing and financial review of compensation including salaries, bonuses and payroll taxes

Financial Analyst | Nestle, USA | Glendale, CA                                                                                                     2008 – 2010

  • Coordinate and analyze Nestlé USA’s consolidated financial reporting requirements include actual
    results (monthly, quarterly, and annual), budgets, and outlooks
  • Work closely with the operating divisions, corporate functional groups, and business contacts at
    the worldwide headquarters to consolidate data
  • Work collaboratively with the Financial Reporting Systems and GLOBE teams to continually seek process
    improvements around financial reporting, book close timelines, and forecasting/budgeting methodologies
  • Research and interpret financial reporting guidelines and provide guidance to operating divisions and functional
    groups, as needed
  • Served as an interviewer for the 2010 Summer Finance Intern final round interviews and participated in
    the interviewer training and consensus meetings
  • Co-Lead the Center of Competence (COC) Communications – Website Knowledge Sharing Team to
    develop the COC Team Room and assist with overall project management including the development and
    maintenance of the Gantt chart for the project

Senior Financial Analyst | CBS Television Distribution | Los Angeles, CA                                                             2007 – 2008

  • Prepare the income statement, balance sheet, and supporting schedules for the monthly management
    and quarterly financial reporting packages for the Television Group
  • Coordinate efforts among Television production and operating groups, other financial reporting groups,
    Financial Planning, and Information Services
  • Prepare supporting schedules and reconciliations for audits
  • Update Television Group Flash Actuals

Senior Financial Analyst | Los Angeles Universal Preschool | Los Angeles, CA                                                    2006 – 2007

  • Prepared and analyzed monthly Budget Variance Reports and executive reports for departments,
    management, CFO, executives, and board of directors
  • Created and documented policies and procedures for operational processes such as procurement and
    awarding and monitoring of facility grants
  • Developed and maintained the weekly Cash Flow Projections Report

Senior Auditor | Deloitte & Touche LLP | Los Angeles, CA                                                                                   2003 – 2006

  • Planned and performed extensive analysis on financial statements to ensure that they are free of material
  • Trained and managed an audit team of 3-8 people on a daily basis
  • Successfully planned and managed a multinational Sarbanes Oxley 404 engagement with a team of over
    15 members
  • Worked intensively for 2 months on the MCI/WorldCom engagement to help the client emerge from bankruptcy
  • Conducted meetings and maintained great rapport with Controllers, CFOs, and other Senior Management of clients
  • Elected as the Co-Lead of Recruiting for the Deloitte Asian Business Resource Group, US Pacific Southwest
    Region from 2005- 2006 (responsible for budgeting, planning, and executing events to attract top Asian Professional
    talent to the firm)
  • Participated in numerous on-campus and in-house recruiting events including new-hire training and orientation courses
  • Received the Applause Award from Manager for outstanding performance on the Glenair engagement (January 2005)
  • Received Applause Award from the Firm for outstanding performance on the MCI engagement (October 2003)


University of California, Santa Barbara                                                                                                          December 2002
B.A. in Business Economics with an Emphasis in Accounting, GPA: 3.31


  • CPA License #: 96282
  • California Real Estate Broker License #: 01919801
  • Fluent in Cantonese, conversational Spanish and Mandarin
  • Expert in Microsoft Excel, Word, and PowerPoint
  • Proficient in: SAP, Oracle, ACL, Crystal, Lawson, and Microsoft: Project, Visio, and Access


Riordan Programs Alumni Association- 501(C)3 – Vice President of  External Affairs                          2008-2010

  • Manage Director of Fundraising, Director of Marketing & Communications, Director of Programming, and
    all Project Managers
  • Initiated and coordinated  the first Board of Directors Retreat that included creating and facilitating team
    building activities  and the strategic planning process for the 2010 program year
  • Planned and executed the 2009 MBA Admissions  Conference resulting in increases from prior year of: profit
    by 84%, paid participant attendance by 50%, and MBA Admissions Officers Attendance by 10%
  • Co-Chaired the 2nd annual Los Angeles Diversity & Recruiting Mixer that was attended by over 300 participants
    and 20 recruiters and partnered with 6 minority nonprofit organizations including: the Consortium (CGSM), and
    National Society of Hispanic MBA’s (NSHMBA), Association of Latino Professionals in Finance & Accounting (ALPFA),
    the Robert Toigo Foundation, Sponsors for Educational Opportunity (SEO), and the USC Mexican Alumni Association (MAAA).   

Children’s Bureau of Southern California – Board of Directors Intern                                                        2007-2008

  • 9-month nonprofit board governance training program through the Riordan Volunteer Leadership
    Development Program
  • Riordan Volunteer Leadership Development Program Class 33 Fundraising Chair

Los Angeles Junior Chamber of Commerce- 501(C)3 – Member & Volunteer                                             2007-2008

  • Los Angeles Summer Watts Games Men’s Basketball Site Coordinator
  • Projects Committee Member
  • Membership Committee Member

Riordan Fellows Program, UCLA Anderson School of Management – Fellow                                             2005-2006

  • Successfully planned, managed, and executed the Wine Tasting & Silent Auction Benefit, one of the programs
    largest fundraisers, that raised over $15,000
  • Responsible for attending all monthly case study, business roundtable, and mentoring sessions which included
    being mentored by a current UCLA MBA student, and mentoring a current High School Junior Student to succeed
    in the college admissions process, in order to graduate
  • Prepared and led interview and resume workshops for Saturday Business Academy high school students
  • Awarded 1of 5 Mentor of the Year awards

Asian Professional Exchange – 501(C)3, Los Angeles, CA – Director of Finance                                          2005-2006

  • Managed over $100k of finances for the largest Asian American Non-Profit Organization in California
  • In charge of training all board and committee members on effective budgeting and financing the organization
    and all related events
  • Received the 2005 President’s Award for outstanding service to the organization
  • Recognition of Service Award from Governor Arnold Schwarzenegger, for exemplary dedication and contribution
    to the Los Angeles Community in the areas of Professional Development, Community Service, and Cultural Awareness

Asian Professional Exchange – 501(C)3, Los Angeles, CA – Co-Chair of Special Events                          2003 – 2005

  • Worked part-time on the 10th  and 11th Annual Awards Gala, to help plan and execute the $40,000 event that honors
    outstanding Asian Americans, which is attended by over 400-500 community members
  • Responsible for event logistics
  • Worked with the hotel Banquet Manager to plan the menu, timing of courses, and venue details
  • Prepared and maintained the ongoing budget and event profit forecast
  • Led weekly special events team meetings with all team members to plan sub-committee tasks
  • Developed Silent Auction bidding materials
  • Created a volunteer master file to effectively recruit and place volunteers in over 45 roles for the day of the event

US Army ROTC Leadership Training Boot Camp – Fort Knox, KY – Graduate                                        Summer 2001

  • Graduated ranking 4th of 250 cadets from the co-ed training boot camp
  • Led 65-cadets as Platoon Leader to safely and successfully complete daily activities and tasks
  • Cadets were evaluated based on leadership, communication, motivation, technical, organization,
    preparation, and military bearing skills
  • Iron Leader Award for the Top 5 Graduates (out of 250 Cadets) of Basic Leadership Training Camp – August 2001
  • Bold Leader Award for #1 ranking in Platoon (50 Cadets) in Basic Leadership Training Camp – August 2001



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