
Strategic Finance Leader and CPA with over 15 years of experience at Apple Inc. and PwC. Proven track record of managing complex financial forecasts for high-profile organizations. Well-established expertise in technical accounting, procurement and resourcing strategies for cloud-based compute infrastructure, supply chain management, and driving cost efficiencies through data analytics.
Executive Leadership: Direct annual budget planning and present comprehensive plan reviews to the CFO and CEO.
Team Management: Lead a high-performing team of financial analysts and managers, providing financial stewardship for 15 VPs across critical divisions: SWE (including Siri), AIML, Watch & Health SW, Vision Products Group, Design Studio, Fitness+, and Special Projects Group.
Forecasting & Reporting: Own the end-to-end financial forecast and close processes, ensuring accuracy in Corporate reporting.
Strategic Analytics: Spearheaded build analytics for R&D prototypes to identify material utilization trends and drive efficiency.
Cost Reduction: Pioneered a device virtualization initiative to reduce physical device demand; presented results and significant cost savings directly to the CFO and CEO.
Data Visualization: Developed Tableau dashboards to pinpoint and rectify build labor inefficiencies.
Cross-Functional Partnership: Served as the primary finance liaison for Corporate Development, Real Estate, G&A, HR, IS&T, Legal, Operations, and R&D.
Deal Structuring: Advised on complex deal negotiations to ensure desired financial treatment and compliance.
Policy & Compliance: Managed updates to Apple’s accounting policies and acted as the Subject Matter Expert (SME) for the implementation of new lease accounting standards.
Standard Setting: Monitored FASB/IASB/SEC updates and authored comment letters to influence accounting rules impacting Apple.
Client Management: Managed assurance services for two of the firm's highest-profile clients: Cisco Systems and Tesla Motors.
High Performance: Selected for a highly competitive National Office rotation (Accounting Services Group)—1 of only 10 selected nationwide.
Capital Markets: Acted as the key liaison for client interactions involving multiple debt and equity offerings.
Progression: Achieved early promotion to Manager based on exceptional performance.
Certified Public Accountant