Meet the team
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Meet our mentors and marketing pros, 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.
Kathleen Ryan, Chair
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.
David Roberson, President
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.
Sheila Manzano, Controller
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!
Maureen Ryan, Vice President
Maureen Ryan knows business from all the angles. Her career has been a 20+ year journey through positions in engineering, sales, marketing, operations and, with RoseRyan, the glamorous world of finance.Maureen joined RoseRyan in 2000 to spearhead business development. Before that, she was an account executive with Nortel Networks, marketing manager at Bay Networks and sales operations manager at Quantum Corp. As engineering program manager at General Dynamics, she was responsible for landing a $20 million government contract for the development of a major missile system.
Maureen holds a BS in aeronautics from San Jose State University and an MBA from San Diego State University. Her passion is the relentless pursuit of equal rights for women.
Cody Strub, Vice President
Cody Strub joined RoseRyan in 2020 as VP of Sales to lead our ace business development team in helping clients relieve their pain points with the right mix of finance and accounting solutions. Focusing on the San Francisco Bay Area, he and the team work with hundreds of companies at all stages of growth. He has over 20 years of experience as a business development pro, extensive experience with tech companies, and started his career with a major accounting firm.
Before joining RoseRyan, Cody was VP of sales at Tax Prodigy, which arms accounting teams with ASC 740/Provision software. Cody was in charge of Sales and Marketing efforts at Tax Prodigy. Previously, he spent 14 years at Vertex as a regional sales manager and senior sales manager, selling enterprise-level software and consulting services to fortune 500 companies. His career began at Arthur Andersen in the tax technology division.
Cody holds a BS in administration/management information systems from the University of Iowa. (Fun fact: Cody wrestled for the Hawkeyes.)
Pat Voll, Vice President
Pat provides strategic guidance into several practice areas at RoseRyan, including corporate governance, strategic projects and operational accounting. In addition, she manages multiple client relationships, develops new solutions for the firm, oversees strategic and corporate culture programs, and provides thought leadership on corporate governance and transaction topics in the press and media.
Pat has worked in various financial management roles with primarily mid-size, public, technology companies as CFO, vice president of finance and controller. She also worked with Price Waterhouse for five years as an auditor.
Pat does a lot of things well, including revenue recognition, SEC and management reporting, mergers and acquisitions, SOX compliance and risk management, and plain old nuts-and-bolts accounting, to name a few. Pat is a former Big 4 CPA, CGMA and holds a BS in accounting from San Jose State University.
Fred Ehle, Vice President
Pro Since: 1988
Excels at: Brand strategy, marketing communications, innovation, brand activation
Prior Gigs: Jockey International, redbox, McDonald's, PulteGroup
Fun Fact: My wife, daughter and I co-own an NFL franchise.
Here’s a brief introduction to the RoseRyan dream team. Click on their names to learn more about them.
Teresa Ali
Pro since: 1996
Excels at: Full cycle accounting, financial statement preparation, systems implementation, develop and improve processes, manage company documentation, communication and transparency
Prior gigs: Cypherpath, Inc, Clean Solar, Inc, BroadLogic Corporation, SunPower, Inc. Space System/Loral
Fun Facts: Teresa enjoys trying out recipes from around the world, travelling with her family, and has a daily goal of 11,000 steps/day.
Mo Ali
Pro since: 2006
Excels at: SEC Reporting, revenue recognition, leases, business combination, financial due diligence, and process improvement
Prior Gigs: EY, PWC, HCentive, MindTickle, Redaptive, Realterm
Fun Fact: Enjoys playing cricket, tennis, and golf.
Cindi Allrich
Pro since: 1993
Excels at: SEC reporting, process improvement, project management, SOX/internal controls, audit, general accounting, cost accounting, budgeting/forecasting
Prior gigs: Deloitte, PwC, KPMG, GE, Dresser, Ingersoll-Rand, Bobcat, Daseke / E.W.Wiley, Flowserve, Oncor Electric Delivery
Fun Fact: Cindi enjoys cycling and has cycled across the USA.
Susan Alves
Pro since: 1994
Excels at: general accounting, cash management, monthly close, emerging growth companies
Prior gigs: Electroglas, i2 Technologies, various small businesses
Fun fact: Susan loved running the San Francisco Marathon so much she plans to do it again.
Diego Aragon
Pro since: 1994
Excels at: Planning, modeling, budgeting, restructuring, M&A and overall operational accounting
Prior gigs: Percolata, Aruba Networks
Fun fact: Diego is a part of our Boomerang Bunch! He worked with us in 2005 and rejoined in 2018.
Elizabeth Barclay
Pro since: 1990
Excels at: SEC reporting, general accounting management, merger integration, process improvement and SOX compliance
Prior gigs: Palo Alto Networks, WageWorks, IMVU, Netflix, Power Integrations
Fun Fact: Elizabeth enjoys hiking, tennis, skiing, and traveling to tropical locations.
Jacqueline Bray
Pro since: 2013
Excels at: A/P, A/R, general accounting
Prior gigs: Time for Life
Fun fact: Jackie loves white-knuckle theme park rides and has attended a number of F1 races in Europe.
Robert Bridges
Pro since: 2013
Excels at: Auditing and audit readiness, general accounting, FP&A, process improvement, project management, monthly close, emerging growth companies
Prior gigs: Deloitte
Fun Fact: Robert has a passion for traveling and has traveled to 32 of the 50 states, internationally to 25 different countries across five continents.
Chris Campbell
Pro since: 2001
Excels at: Financial reporting (SEC and AICPA), SOX compliance, technical accounting, audit preparation, general accounting, process improvement
Prior Gigs: PwC LLP, KPMG LLP, Moss Adams LLP, UCSF Medical Center, Stanford Medicine, Revel Systems
Fun Fact: I live in San Francisco, but fiercely loyal to Los Angeles sports teams (Dodgers, Rams, Lakers, Kings, and USC Trojans)
Jennifer Carino
Pro since: 2001
Excels at: Revenue recognition, financial planning & analysis, process improvement
Prior gigs: EMC, Cadence, TiVo, Roku
Fun Facts: Jennifer loves traveling, baking, music, and board games.
Ariel Castillo
Excels at: General Accounting Procedures, Financial Reporting and Analysis, Month End Close Process, Revenue Recognition, Cash Flow Forecasting and Management, Merger & Acquisition, Due Diligence and Financial Auditing Management
Prior Gigs: ShiftRX Partners LLC, Intraprise Health LLC, BluePrint Healthcare IT, Schulman, Wolfson Abruzzo LLP
Fun Fact: Enjoys ATV riding with family and friends.
Sanjit Chadha
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!
Wai Chan
Pro since: 2000
Excels at: Overall operation management including People, Finance and Risk, FP&A, financial controlling, SOX 404 control management, finance transformation, process improvement and outsourcing, project management, corporate governance, system implementation, manufacturing controllership
Prior gigs: Nvidia, Cisco systems, UBS
Fun Fact: Wai likes to chill when she is not working.
Brenda Chando
Pro since: 2002
Excels at: SOX Compliance, Internal Audit, Process Improvement
Prior Gigs: Warner Chilcott, AT&T, EY
Fun Fact: Brenda enjoys exercising to start the day and her favorite place is the beach.
Bernice Chang
Pro since: 1999
Excels at: SEC reporting, XBRL, stock-based compensation, financial statements, budget analysis
Prior gigs: Advanced Micro Devices, NeoPhotonics, NetApp, Novellus Systems, Vivus
Motto: It’s important to have fun at work.
Constance Chee
Pro since: 1998
Excels at: General accounting, monthly close, financial and internal audits, local statutory reporting
Prior gigs: Seagate, Motorola Mattel and Dell
Motto: Believe in the law of attraction!
Kasey Collura
Pro since: 2004
Excels at: Technical Accounting, SEC Reporting, Revenue Recognition, Leases, General Accounting, Process Improvements
Prior gigs: Verizon, NTT America, Zayo, Lumen (Level 3/Global Crossing), KPMG
Fun fact: Kasey travels to different states and countries to see her favorite band. You could say she's a bit of a groupie.
Laura DenHaan
Pro since: 1988
Excels at: Revenue recognition, financial planning and analysis, process improvement, policies, and procedures
Prior gigs: Yahoo, Clorox, OSISoft, high-tech emerging growth companies
Fun Facts: Laura is passionate about traveling, skiing, and attending concerts and shows. She also enjoys cooking plant-based dishes, learning Spanish and fostering kittens.
Maggie Dick
Pro since: 1995
Excels at: Project management, operational readiness & transition, resource planning, risk management & mitigation, agile/lean process improvement
Prior gigs: The State of Texas, Colorado Coalition for the Homeless, Scripps Health, Asante Health, Dignity Health, Denver Health, The Children’s Hospital, Quark Software
Fun Fact: Maggie enjoys paddleboarding, pickleball, hiking, yoga or just riding around on her moped.
Karina Ferrara
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.
Diana Gilbert
Pro since: 1985
Excels at: Technical Accounting, Revenue Recognition, SOX / Internal Controls, Business Systems, Process Improvements
Prior gigs: AcelRx, Broadvision, Electroglas, KPMG, NovaBay, Outset Medical, Primus Power, Vivus, and VNUS Medical
Fun fact: Diana is addicted to volunteering, with work for the Grail Family Services board, City of Sunnyvale Housing and Human Services Commission, the Junior League and in astronomy education.
Erica Hansen
Pro since: 1995
Excels at: Accounting transformations, controllership, process improvement, ERP implementations, and general operational accounting and reporting
Prior gigs: Infrascale, Optimal Blue, Boeing, Gannett, Saguaro Ranch Development, Thane Marketing
Fun Fact: Erica taught college for ten years as an adjunct faculty member in the math department.
Rita Hayes
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.
Linda Hedges
Pro Since: 1993
Excels at: Full-Cycle General Accounting Including Accounts Payable, Accounts Receivable, Bank account reconciliations, General Ledger Reconciliation and month-end closing. Financial report preparation
Prior gigs: Schmitt & Associates, High Altitude Accounting, PartPoint, Oppenheimer Management Corporation
Fun Fact: She now has one 100 pound dog: German Shepard/Malamute named Kodiak.
Michael Hoffman
Pro since: 1978
Excels at: Business combinations, consolidations (and equity method of accounting), including accounting for variable interest entities.
Prior Gigs: RSM and Arthur Andersen.
Fun Fact: Enjoys spending time at family lake home in northern Wisconsin.
Lana Hosmer
Pro since: 2016
Excels at: Full cycle accounting, month end close, daily data entries of Accounts Payables and Accounts Receivables, auditing, financial reporting. International transactions. Implementation of time efficiency within accounting duties.
Prior gigs: General Atomics Aerospace division, LPL Financial, General Dynamics NASSCO, J Public Relations
Fun Fact: I enjoy reading, traveling, and history.
Angus Hsu
Pro Since: 2007
Excels At: Financial Modeling, Forecasting & Planning, Revenue Accounting, Sales Commissions, Merger & Integration
Prior Gigs: Wells Fargo, Thermo Fisher Scientific, Gilead Sciences, Medtronic
Fun Fact: He is proud to have maintained strength and speed for over 20 years in all of his athletic pursuits.
Greg Hyndman
Pro since: 1994
Excels at: Revenue recognition, General accounting, Process improvement, Finance business partnering, Financial and accounting support to the business side of the company (not sure how to say this - basically good at being the point person for anything accounting/finance for a business unit)
Prior gigs: Visa, Uber, AECOM, Univision, HeartFlow
Fun fact: I love running - unfortunately my three rescue dogs are terrible running partners and run in three different directions.
April Iraeta
Pro since: 1982
Excels at: financial management, cost accounting, budget & forecasting
Prior gigs: Sub-One Technology, Tosoh SET
Fun fact: April enjoys cooking and reading as well as being a member of the Altamont Cruisers Car Club.
Pankaj Jalan
Pro since: 2003
Excels at: IT Controls, SOX Implementation, Business Transformation Assessment, Control Design, Segregation of Duties
Prior Gigs: Deloitte, PepsiCo
Fun Fact: Badminton, Music, Spending time with family
Eden Jones
Pro since: 2000
Excels at: Peering around corners to find additional business opportunities, scenario modeling, strategic forecasting, KPI development, financial analysis, executive communications
Prior gigs: Fox Broadcasting, The Family Channel, Aratas Winery, Atlantic Shores Co-Op
Fun Fact: Eden was a competitive gymnast until she, quite literally, grew out of it. She is currently 5'9.5" and can still turn a pretty good cartwheel.
Pierre E. Joudy
Pro since: 2006
Excels at: General accounting, financial statements and reporting, FP&A, system implementations, process improvement
Prior gigs: Alvarez & Marsal, The Siegfried Group, KPMG
Motto: "I've failed over and over and over again in my life and that is why I succeed." – Michael Jordan
Zohra Kajani
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.
Marilyn Kliewer
Pro since: 1989
Excels at: Financial analysis, internal audit, general accounting
Prior gigs: Compaq Computer, Ernst & Young, high-tech companies
Fun fact: Marilyn enjoys volleyball, tennis, swimming, cycling and skiing but lives for the Tower of Terror at Disneyland.
Sharon Knestrick
Pro Since: 1980
Excels at: Training staff, full-cycle accounting, financial statements, budgets, accounting system analysis, system implementation
Prior gigs: Humboldt Spirit, Inc., Robertson Stephens, St. Patrick’s Seminary, Valley Christian School of Dublin, Doyen Sebesta, WN Foods, Isolation Networks, Fitness Anywhere aka TRX
Fun fact: My grandson has been teaching me how to play soccer. I go to all his soccer games and have been surprised to have become a soccer grandma.
Joe Kontur
Pro since: 1992
Excels at: Financial modeling & analysis, M&A due diligence, merger integration, manufacturing controllership, process improvement
Prior gigs: Lumileds, Panasonic, International Rectifier, Hitachi, Intel, IBM
Fun fact: Enjoys riding his motorcycle in the Santa Cruz Mountains on the weekends.
Dana Krzyston
Pro since: 1987
Excels at: Comprehensive financial accounting, financial statement preparation and financial reporting, analysis, budgeting, forecasting and modeling. M&A due diligence and private equity financings, IPO and SEC reporting, systems evaluation and implementation, process improvement. Financial presentations to BOD, VC’s and IPO road show. Cash management / treasury, general and health insurance. CPA.
Prior gigs: PWC, Pyxis/CareFusion, Mpex Pharmaceuticals, Tensys Medical, Nanogen, EnergySource
Fun fact: Enjoys traveling and has traveled extensively through Europe. Also enjoys traveling to tropical locations on a frequent basis.
Eric Lattin
Pro since: 2009
Excels at: General accounting, balance sheet reconciliations, financial statement preparation, financial reporting and analysis, payroll administration
Prior Gigs: TimeZoneOne, BTC Media, Dressember Foundation, Nisolo, Not For Sale, Invisible Children
Fun Fact: I am a singer-songwriter in my free time and absolutely love to create music! I also enjoy reading poetry, nothing like a Saturday morning on the balcony with coffee and a good poetry book.
Jake Linville
Pro since: 2007
Excels at: Controllership, Treasury, Process Improvement & Development, ERP Implementation & Integration, External Audit Support, Financial Planning & Analysis
Prior Gigs: KPMG, McGee, Hearne & Paiz, Animal Health International, Sound Physicians, Canadian Tire, Investco, Local Bounti
Fun Fact: I am fluent in written and spoken Spanish and love the game of basketball.
Karie Liu
Pro since: 2005
Excels at: General Accounting, Cash Management, Monthly Close, FP&A, ERP System Implementation, Company Audit, Digital Marketing Performance Analysis
Prior gigs: Playphone, Crowdstar, Machine Zone
Fun fact: My eyes sparkle when there’s food in front of me. I will exercise just because I want to eat more!
Cheri Masi
Pro since: 1990
Excels at: Financial close and system implementations. Clean up.
Prior gigs: Aimmune, Opa Restaurant Group, North Coast Medical
Fun fact: I opened a pizzeria in Austin TX in January of 2022!
Oli Mili
Pro since: 2013
Excels at: Lease accounting(ASC 842), software capitalization accounting, general accounting, financial statement preparation, external auditing
Prior Gigs: Deloitte (from 2013 until 2021)
Fun Fact: I recently started running as new hobby, The longest run I did so far is 15KM
(9.3 miles).
Tikkitra Mizell
Pro since: 2006
Excels at: Controllership, general accounting, financial planning and modelling, revenue recognition, process improvement, and implementation
Prior gigs: Tyco, Office Depot, Charter Schools USA, Tarsus Inc
Fun Fact: Loves to travel. The next goal is Japan.
Theresa Monea
Pro since: 2011
Excels at: General accounting, controllership, healthcare insurance, process improvement, financial statement preparation
Prior gigs: Optalis Healthcare, HCR ManorCare
Fun Fact: Theresa competes in ballroom and swing dancing multi-state events.
Danika Neumann
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.
Jaclynn Neumann
Pro since: 1991
Excels at: General Accounting, Financial Statements, Payroll, Cash Management, Budgeting, Monthly Close, and General Ledger. Specializes in hospitality/hotel accounting.
Prior gigs: Management Consultants, Inc. and Management Advisors, LLC
Fun fact: I am an identical twin.
Leslie Nieh
Pro since: 1994
Excels at: General / Operational Accounting, Month-end Close, Process Improvements, SOX Compliance
Prior gigs: Dermira, mBlox, Affymax
Fun Fact: Leslie enjoys traveling to warm and tropical places where she can scuba dive.
Suzanne Nomura
Pro for: 2019
Excels at: Bank reconciliation, A/P, A/R, preparation of month-end closes, general accounting, emerging growth companies, inventory and procurement ERP system implementation resources, material management/procurement
Prior gigs: MRT, Eksigent, Alloptic
Fun Facts: Suzanne has taught her cats how to sit and give her their paw.
Mark Olswing
Pro since: 2000
Excels at: RGL Clean-up, full cycle accounting, monthly close, financial statement preparation, start-ups and early-stage companies, setting up a business's accounting infrastructure, HR and payroll
Prior gigs: Kissmetrics, 6Waves Lolapps, UCSF, Xoom
Fun Facts: Mark is a wine enthusiast who collects wine and is trained in evaluating a wine's style, quality and taste.
Kevin Owyang
Pro since: 1999
Excels at: creating finance infrastructure, general ledger, budget & forecast prep
Prior gigs: Cemaphore Systems, Codian, PharmacoFore, Sunesis, Symbio, biotech & high-tech emerging growth companies
Motto: Do whatever it takes to finish the job.
Brenda Palmer
Pro since: 1987
Excels at: Financial reporting and analysis, budgeting, general accounting, process improvement
Prior gigs: State of Maine, Process Energy, Avangrid, Spectrum Generations, Arizona State Retirement System, Seacoast Management
Fun Fact: Brenda enjoys hiking in the Maine woods with her husband and rescue dog.
Dan Pannone
Pro for: 2009
Excels at: Budgeting & Forecasting, FP&A, Project Management, Financial Systems, Financial Modeling
Prior gigs: Support.com, Charter Communications, iQor, Comcast, ECMC, First Merchants Bank
Fun Facts: Dan has been playing the guitar and piano for the past 20 years!
Vivian Papagiannis
Pro since: 1991
Excels at: Acquisition integration, process improvement, revenue recognition, management, operational accounting
Prior gigs: Dell, SonicWALL, Symantec, Fortinet, Etana Custody
Fun Facts: Vivian loves baking to relieve stress. She also loves the outdoors and her favorite past times are hiking and snowboarding.
Anthony Paras
Pro since: 1982
Excels at: Financial statement preparation, general accounting, reconciliations, operational accounting, process improvement
Prior gigs: Kranz Consulting, Keating Consulting, Vasona Networks Inc., Silicon Valley Finance Group
Motto: "To advise is not to compel."
Jaana Parkkinen
Pro since: 1996
Excels at: SEC Reporting, Revenue Recognition
Prior gigs: Symantec, Shutterfly, Cloudflare
Fun fact: I like to bake dark sourdough rye bread every week.
Binta Patel
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!
Grace Perez
Pro since: 2009
Excels at: General accounting, accounting management, payroll management, GL, financial analysis and reconciliation
Prior gigs: DocuSign, Remitly, business and accounting consultant for small local businesses
Fun Fact: Grace's creative outlet is cooking. She has auditioned for "The Next Food Network Star", teaches cooking classes, and sells traditional Filipino desserts.
Gary Potts
Pro since: 1977
Excels at: CFO, planning, analysis, strategy and operations, process improvement
Prior gigs: Service Champions, CFO Consulting, MaxOptix, PwC, Satmetrix
Motto: Follow your heart and believe in yourself!
Stacy Powers
Pro Since: 1995
Excels at: General Accounting, Financial Reporting, Fixed Asset & Depreciation Reconciliation, GL Reconciliation, Payroll/PEO Service, BioScience Inventories
Prior Gigs: FeatherShark, Elasticity, Powers-Leavitt Insurance Agency, Assured Partners, Auragent BioScience, Tower Groves, North Newstead, Sync Payments, Commerce Creative
Fun Fact: I have a green thumb despite living in the desert. Gardening is my passion! I also love to cycle and donate my time to shelter dogs in AZ!
Rowell Ramirez
Pro since: 2019
Excels at: Personal accounting, budgeting, communication, client engagement, personnel management
Prior gigs: Alert Communications, Terri Hilliard, PC.
Fun Fact: Rowell enjoys reading to learn skills and gain new knowledge. He enjoys staying active by going to the gym!
Gene Ramirez
Pro since: 1995
Excels at: M&A advisory and diligence, merger integration, strategic planning, budget analysis, forecasting, tax compliance, risk management, investor relations, capital raising, and process improvement
Prior gigs: Bank of America, Robertson Stephens, Eleusis, Vitalz, Davincian Technologies, Morgan Joseph TriArtisan
Fun fact: Enjoys working out at various boot camps during the week and weekend so he can keep up with his kids.
Ken Roberts
Pro since: 1997
Excels at: SOX compliance, internal audit, financial reporting, financial analysis, accounting systems and implementation
Prior gigs: RGP, Ernst & Young
Fun Facts: Ken attended San Diego State University
Reagan Sakai
Pro since: 1999
Excels at: Preparing emerging companies for upcoming fundraising activities, closing the loop between financial planning and managing the company, early-to-late stage private companies
Prior gigs: 2 public companies (including an IPO). 6 private companies in a variety of industries
Fun Fact: Reagan was born and raised in Hawaii and has served as a senior financial executive in Boulder, Austin, Orange County, west LA, and San Diego.
Becky Schmal
Pro since: 1991
Excels at: general accounting, monthly close, process improvements, revenue recognition, payroll, system implementations, commissions, management, audit preparation and support, start-ups
Prior gigs: Centrify Corporation, Altera Corporation, Legato Systems (acquired by EMC Software), Boole & Babbage (acquired by BMC Software).
Fun fact: Becky loves building a computer automated haunted house during Halloween. Becky enjoys seeing the smiles on kid’s faces when they complete the tour!
Nick Spanos
Pro since: 2011
Excels at: SOX, Process Improvement, Technical Accounting, Project Management
Prior gigs: PwC, EY
Fun Fact: Nick is an avid boater and held a USCG Limited Masters License until 2012.
Shehla Syed
Pro Since: 2012
Excels at: General accounting, nonprofit accounting, budgeting and forecasting, variance analysis, ad hoc reporting, process improvement, software migration and app integration
Prior gigs: Bay Landing Tax & Consulting, Kimberly Perry CPA, Shehla Syed CPA
Fun Fact: Loves growing vegetables and watching anime with her kids.
Tracy Thames
Pro for: 1990
Excels at: SOX, Process Improvement, Project Management
Prior gigs: EY, Guidewire Software Inc., Informatica, various public companies
Fun Facts: Proud member of the boomerang club. Was at RoseRyan from 2008 - 2014.
Su Hooi Thang
Pro since: 2000
Excels at: SOX audit, operational audit, internal control, treasury
Prior gigs: Automotive, Design and Engineering, Technology
Fun fact: I love to have bonding time with my daughter
David Thatcher
Pro since: 1978
Excels at: strategic thinking (finance, operations, marketing etc), strategic transactions (m&a and various forms of funding), structuring and negotiating various contracts, and resolving complex and technical accounting issues
Prior gigs: Evolute, Syncronex, Critical Path, Geoworks, Diba, McKinley Cos, Peregrine Systems, Pacific, Data Products and Price Waterhouse (before it was PwC)
Fun facts: obsessed with fly fishing (Alaska, western US and Mexico), love the outdoors and, of course, love my family, including two mongrel kids.
Lyndon Thompson
Pro since: 1999
Excels at: General accounting, financial reporting, reconciliations, financial analysis, accounting systems and implementation
Prior gigs: Kiplinger Washington Editors, KPMG/Barents Group, Pleasant Valley Business Solutions and Network Access Solutions
Fun Fact: Lyndon enjoys golf, science, and Sci-fi movies.
Chris Vane
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.
Vicki Velez
Pro since: 1992
Excels at: Controllership, Emerging Growth companies, Process Improvement, Special projects (cross functional, cleanup, new implementations), accounting management
Prior gigs: Yahoo, National Semiconductor, Apple, Main Hurdman CPA's
Fun Facts: Avid tennis player, Die hard 49er Fan, Passionate soccer fan & ex coach, lived in Hong Kong for 2 years, I hate commuting but the silver lining is it affords me the opportunity to listen to another great audio book!
Sam Vukcevich
Pro since: 1980
Excels at: FP&A, cost accounting, operations finance
Prior gigs: 3Com, Lucent, AMD, PwC
Fun fact: I was born in the U.S., but did not speak English when I started school.
Monique Wallace
Pro since: 2000
Excels at: General Accounting, Budgets & Forecasting, Financial Analysis & Reporting, Process Improvement, Development and Implementation, Contracts, Revenue Accounting, Accounts Receivable management and compliance, ERP setup & implementation, Financial Statement preparation and Project based Cost Accounting
Prior Gigs: C.C. Myers, Inc., PG&E, Magnus Pacific Corp, Gas Transmission Systems and Coldwell Solar, Inc.
Fun Fact: I love spending time outdoors, cooking and studying Neuroscience & Quantum Physics.
Michele Ward
Pro since: 1998
Excels at: AP, AR, General Accounting, Reconciliations, Management
Prior gigs: Owner Celtic Bookkeeping; Cal State 9 Credit Union
Fun fact: Enjoys interior design, and refurbishing and repurposing vintage furniture
Martha Watts
Pro since: 1999
Excels at: General accounting, monthly close, cash management, AP, AR
Prior gigs: Crescent Jewelers, George's Jewelers, Mica Microwave
Motto: The meaning of life is to fill life with meaning.
Katsue Watts
Pro since: 2000
Excels at: General Accounting, Month-end Closing (included Consolidation), Financial Reporting, Multiple Taxes, Revenue Recognition, Lease Accounting, Internal Control SOX 404, NetSuite System Implementation
Prior gigs: Support.com, NetEnrich, Japan-based a start-up Geo Technical Construction company, a Food Manufacture OEM Company and a High-Tech company
Fun Facts: Katsue loves horror stories and supernatural phenomena.
Chris Weals
Pro since: 2000
Excels at: General accounting management, payroll, budgeting and forecasting, cash flow management, process improvement, system implementation, department development, project management.
Prior Gigs: SpinLaunch, Robert Half, Harris, Esri, Frontier Homes, Advatech Pacific, Arrowhead Credit Union
Fun fact: Enjoys travel and adventure, surfing, pickle ball, and philosophical conversations.
Jennifer White
Pro since: 1993
Excels at: Process improvement and corporate accounting
Prior gigs: Applied Materials, Plantronics, Looker and Extreme Networks
Fun Facts: Jennifer was in Sunset magazine numerous times as a kid
Ellen Wieman
Pro since: 2009
Excels at: Full-cycle accounting, financial statements preparation, budgeting and forecasting, cash flow management, process improvement, systems implementation, procurement, staff training, operations management, project management ad hoc reporting, audit preparation and support, start-ups and emerging growth companies
Prior Gigs: FemtoDx, SpinLaunch, Jamie Baker & Company
Fun Fact: Ellen travels and reads extensively, and will be performing with her choir at Carnegie Hall for the second time this June.
Colleen H. Wilson
Pro since: 2006
Excels at: Sales, customer acquisition/retention
Prior gigs: American Express
Motto: "If you're not early, you're late"
Katie Yazbeck
Pro since: 2002
Excels at: Technical accounting, SEC Reporting, M&A, IPO
Prior gigs: RSM, Clean Harbors, GoPro, SanDisk, PwC
Fun Facts: Katie loves to hike and cook and has 2 boys and a morkie.
Sadie Yeater
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!
Suzanne Yost
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.
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tel: (510) 456-3056
fax: (510) 456-3063
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On demand leadership and consulting services out of Silicon Valley specializing in the Finance & Accounting and Marketing disciplines.