Experience

Financial ownership, close to the operation.

Manufacturing and production finance, cross-border logistics, multi-client advisory, and large-scale operating finance.

Manufacturing finance · June 2025–present

Blue Ocean Barns

Director of Finance and Administration · October 2025–present

Controller · June–October 2025

Venture-backed climate technology with U.S. corporate operations and production activity in Mexico. Owns accounting, consolidated reporting, FP&A, cash planning, and executive decision support alongside procurement and administration.

Inventory & COGS. Develops accounting flows across raw materials, work in process, finished goods, and post-harvest stages, connecting purchasing and production evidence to inventory valuation.
Production costing. Defines cost methodology and evaluates direct inputs, labor, utilities, and post-harvest costs, including standard-cost proposals against actual-cost information.
CapEx/CIP & procurement. Strengthens capital and construction-in-progress controls, purchase visibility, supporting documents, approvals, and classification; connects commitments to cash timing.
Cash & runway. Maintains 13-week forecasts and operating scenarios linking staffing, production, payables, capital requirements, and available liquidity. Introduced bank-verified weekly cash reporting.
U.S.–Mexico finance. Owns close, intercompany review, and consolidated management reporting; rebuilds local accounting and documentation workflows and coordinates banking, invoice/IVA support, payroll, and outside advisers.

Cross-border operations · October 2021–June 2025

Casas International Brokerage

Financial Controller

Customs brokerage, freight forwarding, and bonded warehousing in the San Diego–Tijuana region.

Warehouse & logistics finance. Owned reporting, cash planning, reconciliations, and variance analysis, connecting shipment files, warehouse activity, reimbursements, pass-through charges, landed cost, and file-level profitability.
ERP/WMS transformation. Advanced Dynamics 365 Business Central implementation and integration with Boltrics WMS, RB Systems, and CRM workflows; standardized data movement and operational-to-ledger reconciliation.
Strategic support. Prepared internal enterprise-value analysis and supported growth and M&A readiness discussions. Led a bilingual finance team and partnered with ownership and operations.

Multi-client finance · October 2020–September 2021

Signature Analytics

Senior Accountant

Now part of Citrin Cooperman

Finance and accounting consulting within an outsourced controller and CFO support model. Delivered close, reconciliations, financial statements, budgets, rolling forecasts, cash tools, dashboards, controls, and audit preparation across client businesses.

Multi-entity reporting. Prepared an Ambrx U.S.–Australia consolidated financial-statement workbook linking trial balances, balance sheet, P&L, cash flow, equity, and intercompany mapping through a documented review process.
Industry breadth. Client portfolio included biotechnology, medical devices, agriculture, healthcare, real estate, and related businesses. Examples include Cardea Bio, Omniome, Organics Unlimited, Cue Healthcare, Toolbox Medical Innovations, and Pacific Retail Holdings.
Concurrent execution. Balanced multiple client close and audit deadlines, adapting to different systems, business models, and stakeholder needs.

Enterprise foundation · May 2015–October 2020

Marriott International

Property and regional finance leadership

Progressed from Accounting Intern through Assistant Director and Senior Assistant Director of Finance into regional finance leadership. Supported large full-service properties and provided interim finance leadership across West-region hotels.

Systems, controls & planning. Led finance workstreams in the Starwood-to-Marriott conversion, spanning AP, AR, labor, cash, and procurement. Built department budgets and forecasts, tracked capital spending, strengthened reconciliations and controls, and trained operating teams and finance managers.

Selected work

The finance work in practice.

A closer look at cash, costing, controls, and systems. Current work is distinguished from completed experience.

Blue Ocean Barns · Current responsibilityCash and cross-border reportingU.S.–Mexico close, 13-week cash forecasts, and operating scenarios.

Challenge

Management decisions depend on the timing of production, staffing, supplier payments, and capital commitments.

Approach

Maintains operating and cash models, bank-verified weekly cash reporting, intercompany review, and consolidated management reporting.

Outcome

Provides leadership with scenario views and payment priorities tied to liquidity and operating requirements.

Blue Ocean Barns · In developmentInventory and production-cost methodologyConnecting production evidence to raw materials, work in process, finished goods, and COGS.

Challenge

Production stages and purchasing records need a consistent accounting and cost-accumulation method.

Approach

Defines stage-based information flow and evaluates direct inputs, labor, utilities, post-harvest costs, and standard-cost proposals against actual information.

Outcome

Building the foundation for inventory valuation, consumption analysis, and margin reporting as the methodology is implemented.

Blue Ocean Barns · Ongoing process improvementProcurement and capital controlsPurchase visibility, approvals, invoice evidence, CapEx, and construction in progress.

Challenge

Purchasing commitments must connect to classification, authorization, accounting, and cash timing.

Approach

Strengthens vendor records, supporting documentation, procure-to-pay ownership, and CapEx/CIP tracking across finance and operations.

Outcome

Clearer documentation and traceability from purchase request through accounting and payment.

Casas · Systems transformationERP, warehouse, and transaction financeDynamics 365 Business Central, Boltrics WMS, and brokerage workflows.

Challenge

Warehouse activity, shipment files, reimbursements, and pass-through charges must reconcile to the general ledger.

Approach

Advanced ERP implementation and integration with operating systems; standardized data movement and transaction-level reconciliation.

Outcome

Improved reporting timeliness and working-capital visibility, with stronger links between operational records and financial results.

Applied practiceReviewed automation in finance workflowsResearch, data preparation, bilingual documentation, and decision materials.

Challenge

Finance teams work across fragmented documents, exports, and operating systems.

Approach

Uses structured templates and AI-assisted workflows with source validation and human review.

Outcome

Supports preparation of models, briefs, and process documentation while retaining review and accountability.

A concise career profile.

Four pages covering manufacturing finance, cross-border controllership, client advisory, and career progression.

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