Meet our mentors, coaches and collaborators, corporate veterans and finance whizzes. An adaptable and friendly group, the senior leaders at RoseRyan wear a variety of hats to hire the best, inspire our consulting experts and keep our clients happy. We’ve worked at every size company – including fast-growing startups and Fortune 100 companies – and many of us have Big 4 experience. Add it all up, and we have the kind of broad, deep experience that clients really trust.
As Chair, Kathy guides the overall mission, strategy, direction and investment decisions of RoseRyan, which she co-founded in 1993. Kathy started RoseRyan on a mission to let highly savvy finance pros combine challenging assignments with a flexible work/life balance—and the firm has grown beyond her wildest dreams. Today it has over 100 professionals and has won a number of regional and national awards. She guided the firm for 26 years before naming David Roberson as chief executive in 2020 to take the finance and accounting consulting firm even further, into a new era of growth.
Kathy has been recognized as a thought leader, innovator and strategist, building upon her extensive CEO and CFO experience (having worked with more than 50 Silicon Valley startups). She created an innovative business model for RoseRyan, with flexible work arrangements coupled with a highly supportive, values-based culture. She spawned new companies as opportunities arose, including Bizinta, our practice management software subsidiary for professional services firms. In 2019 Kathy and team formed another consulting firm, Kukuza Associates, which specializes in cannabis accounting and finance, to help companies professionalize their finance functions.
Kathy was director of finance at Quantum and tax manager at Price Waterhouse before starting RoseRyan with a colleague, Sue Macias.
Industry and regional publications have frequently turned to Kathy for her leadership insights. San Francisco Business Times named Kathy as an influential woman in Bay Area business in 2015. She’s twice made Accounting Today’s national listing of the sector’s top 10 leaders, known as the Managing Partner Elite. And in 2012, the San Jose/Silicon Valley Business Journal named her one of the most influential women in Silicon Valley.
Formerly a Big Four CPA, Kathy holds a BS in accounting from Santa Clara University. A founding member of FINACA, an association of similar consulting firms across the country, Kathy serves on FINACA’s board and is an active member of St. Michael’s Church in Livermore. Kathy loves golf, needlepoint and (her guilty pleasure) romance novels.
Focus Area: Outsourced Finance Services
As president of RoseRyan, David Roberson leads the day to day business and builds upon the firm’s established reputation for taking companies further, faster. He joined RoseRyan in late 2018 as a member of the executive team and managed key areas of the firm. In 2018, David led the large team engagement that provided transitional services for the Symantec-DigiCert divestiture. RoseRyan Founder and Chair Kathy Ryan named David to the CEO post in January 2020 to champion RoseRyan into the next era of growth.
Prior to joining RoseRyan, David spent six years as an advisor to tech companies, leading major projects in the areas of finance, strategy, due diligence, capital structure, corporate governance, sales and human resources.
David also served as a senior vice president for Hewlett-Packard Co. Before HP, he was president and CEO at Hitachi Data Systems, where he previously held the titles of COO, CFO, CIO and general counsel. He has served as a director of 12 companies including Brocade, Quantum, IGT, Spansion and IDT. He is currently chairman of the board of Push Technology, a global API management company.
David received a BA from the University of California at Irvine and a JD from Golden Gate University School of Law. He studied financial management at Harvard Business School. In his spare time, David mentors a diverse group of people in various disciplines, from recent college graduates to CEOs.
Focus Areas: Journey Stage, Launch, Scaling up, Go Beyond, Summit, Rapid Assessment, Emerging Growth, EG Solutions for Investors
Pro since: 1985
Excels at: audit prep, general & cost accounting, SOX, forecasting, budgeting & planning, fulfillment planning & sales operations
Prior gigs: Brocade, Connetics, NetFrame, NVIDIA, Petrinovich, Pugh & Jones, Quantum, biotech companies
Motto: A job worth doing is a job worth doing well!
Pro since: 1990
Excels at: Financial planning and analysis, revenue recognition, general operational accounting
Prior gigs: Genomic Health, Teros, Caliper, Great America
Fun fact: Suzanne loves winter sports. Her favorites are figure skating, hockey and snow skiing.
Meet our Functions Team. They bring their collective intelligence and experience from many roles, companies, industries and locations to provide the sales, marketing, finance, talent and operations support to enable RoseRyan to guide our clients to greatness.
Pro for: 1993
Excels at: Human resources, operations management, project management
Prior gigs: Lam Research, NUMMI, Cambrian School District
Fun Facts: Sanjit enjoys the outdoors, hiking, tennis, golf, running…as long as she is moving!
Pro Since: 2012
Excels at: Accounting Manager Sox, Audit Manager, CFO, Financial Analysts, CPA, SEC Reporting
Prior Gigs: Hyundai, Bank of America, SeaSpine, Edwards Lifesciences
Fun Fact: Enjoy traveling and experiencing different cultures. Currently learning Spanish and Italian and plan on being fluent by 2024.
Pro since: 1983
Excels at: business development, client management, partnerships
Prior gigs: National Semiconductor, Sharp Microelectronics, various high tech companies
Fun fact: Rita was a foster mom to a German shorthair pointer so smart he became a National Disaster Search Dog.
Pro since: 2010
Excels at: Operations Management, Human Resources, Business Development, Project
Management, Policy Development, Communication, Process Improvement
Prior gigs: CVS Pharmacy, In Home Music Teachers, LLC, John K. Zaid & Associates Management, PLLC
Fun Fact: Zohra loves spending time with her family and pets. She also enjoys traveling, reading, painting, yoga and learning new recipes.
Pro since: 2018
Excels at: Marketing, Project Management, Software Systems
Prior gigs: Bizinta, Newland and Company PC, Management Advisors LLC
Fun Fact: I love camping, hiking, hunting & fishing.
Pro since: 1988
Excels at: Business development, Client development, Problem-solving
Prior gigs: PwC, Sun Microsystems, Accretive Solutions, RGP
Fun Facts: Binta loves to be up pre-sunrise to see, fill up and energize with the sun rising!
Pro since: 2006
Excels at: Sales, customer acquisition/retention
Prior gigs: American Express
Motto: “If you’re not early, you’re late”
Pro since: 1985
Excels at: sales, relationship building, strategic alliances and partnerships
Prior gigs: Computer Sciences Corp., Lante, MCI
Fun fact: Chris is an active youth soccer and basketball coach.
Pro since: 2017
Excels at: General accounting, organization, communication
Prior gigs: La Cocina, Hawaii Pacific Health, Kapiolani Medical Center for Women & Children
Fun fact: Sadie loves snowboarding, hiking, camping and shopping!
Pro Since: 1999
Excels at: Business Development, Strategic Partnerships, and relationship building
Prior Gig: Real Estate and Mortgage Broker
Fun Fact: I ride horses competitively and enjoy time at the barn
Pro since: 2019
Excels at: Data analysis and reporting, startup recruiting, client consulting, long term relationship building, process improvement
Prior Gigs: Xelerate LLC, Aston Carter, New York Life, Fortis Enterprises, New York Jets
Fun Fact: Took one semester of tap dance in college as an elective.
On demand leadership and consulting services out of Silicon Valley specializing in the Finance & Accounting disciplines.