About

Finance leadership grounded in operations.

More than ten years across accounting, finance leadership, operating systems, and business in the U.S. & Mexico.

My approach

Understand how the business works, then build finance around it.

My career began in accounting, but the work repeatedly moved into operations. Purchasing affects cash. Production affects inventory. Payroll affects cost and capacity. Those connections shape how I lead.

My experience spans cash planning, forecasting, reporting, accounting, procurement, inventory and costing, payroll controls, capital planning, systems, banking, and outside-advisor coordination.

I have worked in operating companies, customs brokerage, hospitality, public accounting, and CFO advisory. I also build in trade technology and own real estate.

The objective is simple: dependable information, clear ownership, and decisions made before problems become urgent.

Cross border experience

United States & Mexico

I work directly with teams, banks, accountants, attorneys, vendors, systems, and currencies on both sides of the border. My geographic focus is Arizona, Southern California, and Baja California.

LanguagesEnglish & Spanish

Professional working proficiency across finance, operations, and leadership.

Experience

A practical finance career.

Leadership experience across operating companies and professional services.

2025 to present

Blue Ocean Barns

Director of Finance and Administration

Previously Controller

U.S. & Mexico finance, accounting, cash, reporting, procurement, controls, and administration.

Prior finance leadership

Casas International Brokerage

Financial Controller

Finance leadership in international customs brokerage and cross border operations.

Earlier experience

Marriott International

Finance and accounting

Finance, controls, and operating discipline in a large service organization.

Earlier experience

Public Accounting & CFO Advisory

Accounting and advisory services

Client accounting, reporting, analysis, and finance systems for growing companies.

Industry experience

Experience across varied operating environments.

Built through direct employment and consulting engagements.

  • 01Accounting & Finance
  • 02Agriculture
  • 03Pharmaceuticals
  • 04Sports Media SaaS
  • 05Hospitality
  • 06Real Estate
  • 07Logistics
  • 08International Trade
  • 09Customs Brokerage
  • 10Warehousing
  • 11Medical Devices
  • 12Semiconductors & Microchips
  • 13Multinational Organizations
  • 14Climate Technology
  • 15Biotechnology

Education

MBA

Master of Business Administration

BSBA in Finance

University of Arizona

Systems & technology

ERP & Accounting Systems

  • SAP
  • Oracle NetSuite
  • Microsoft Dynamics 365 Business Central
  • Peachtree Accounting
  • PeopleSoft
  • CONTPAQi
  • QuickBooks Online
  • Sage

Finance, Operations & Productivity

  • Bill.com
  • Expensify
  • Fathom
  • Airtable
  • Microsoft Excel
  • Google Sheets
  • Google Workspace
  • ChatGPT

Technology & Data Capabilities

  • Financial modeling
  • FP&A systems
  • ERP & accounting workflows
  • Data standardization
  • Workflow automation
  • AI-assisted operations

Developing trade technology expertise

CBP ACE, ABI & Customs Entry Workflows

Developing hands-on expertise in these environments in conjunction with U.S. Customs Broker licensing and trade technology development.

Current product work includes OpenAI API, Supabase, Next.js, Vercel, and GitHub.

See the experience in practice.

Review selected examples across leadership, controls, accounting, and systems.

View selected work