Meet The Gurus : Meet The Dream Team
Here’s an introduction to most of the finance dream team. Just click on the photos to learn more about them.
Here’s an introduction to most of the finance dream team. Just click on the photos to learn more about them.
Pro since: 1982
Excels at: general accounting, planning, financial modeling, audit prep, process improvement, start-ups
Prior gigs: Carlson Marketing Group, Chevys Fresh Mex, GenturaDx, Heublein Wines, Netflix, SellPoint
Fun fact: Richard once worked for Leona Helmsley and the Little Old Winemaker.
Pro since: 1985
Excels at: SOX, corporate governance, business process reengineering, recovery & control audits, ERP implementation, retail, biotech, technology
Prior gigs: Alexza Pharmaceuticals, ARCO Products, Century Casinos, Cytokinetics, Facet Biotech, IDM-Pharma, PRG-Schultz
Motto: When you confront a problem, you begin to solve it.
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.
Pro since: 1990
Excels at: process improvement, technical accounting, SEC, internal controls, international operations
Prior gigs: Bank of America, KPMG, LeapFrog, Philips Lumileds
Fun fact: Miranda uses the other side of her brain as an actor and voice talent for toys, commercials and movies.
Pro since: 1992
Excels at: external reporting, SOX, stock-based compensation accounting, system implementation, emerging growth companies
Prior gigs: Applied Materials, Aradigm, Brocade, Google, Mercury Interactive, Ocarina, PwC, Symantec, biotech & start-up companies
Pro since: 1975
Excels at: CFO, M&A, compensation, product launch, fundraising, treasury, financial models, planning, budgets, investor/BOD interaction, negotiating, deal structuring, contracts, start-up & growth companies
Prior gigs: Cemaphore, Centegy, IBM, PwC, SciClone Pharmaceuticals, Siemens, high-tech emerging growth companies
Motto: Just do it!
Pro since: 1983
Excels at: Controllership, SEC financial reporting, technical accounting
Prior gigs: Adobe Systems, Ikonos Communications, KPMG
Fun fact: Enjoys playing tennis and cooking.
Pro since: 1978
Excels at: general accounting, month-end close, audit prep, start-ups
Prior gigs: Arthur Andersen, HydroNovation, OutSystems, Renovis, SuturePro Technologies
Fun fact: Kathy’s on a quest for the perfect par game.
Pro since: 1998
Excels at: general accounting, SEC reporting, compensation, ERP, start-ups
Prior gigs: 3PAR, Commerce One, NetApp, USWeb/CKS Group, VeriSign
Motto: Be good to yourself and do wrong to no one.
Pro since: 1977
Excels at: technical accounting, revenue recognition, complex equity issues, SEC reporting, M&A
Prior gigs: Arteris, Avanir, Presidio Pharmaceuticals, Symantec, VeriFone
Fun facts: Maureen is an avid golfer and is owned by two Siamese cats and one horse.
Pro since: 1982
Excels at: financial planning/budgeting, finance operations, process design/reengineering, SOX
Prior gigs: ArcSight, Cisco, LaserCard, Rigel, Success Factors, Tital Pharmaceuticals
Motto: Yesterday is history, tomorrow is a mystery, but today is a gift—that’s why it’s called the present.
Pro since: 2000
Excels at: external & SEC reporting, internal controls, accounting research
Prior gigs: Deloitte, Philips Lumileds
Fun fact: New father of twins.
Pro since: 1974
Excels at: technical accounting, SEC reporting, M&A, IPO, interim controller/CFO/treasurer
Prior gigs: Gilead Sciences, Marvell, Netlogic, Symantec, high-tech & biotech emerging growth companies
Fun fact: Alan has trained more CPAs than he can remember.
Pro since: 1985
Excels at: business systems, SOX, technical accounting, revenue recognition, process improvement, SEC reporting
Prior gigs: ArcSight, Electroglas, HearMe, Informatica, KPMG, VNUS Medical, Zynga
Fun fact: Diana is co-chair, Junior Leagues of California State Public Affairs Committee, and VP of fundraising, Grail Family Services.
Pro since: 1979
Excels at: SEC reporting, external audit, stock-based compensation accounting, project management
Prior gigs: Bank of America, Logitech, Network Equipment Technologies, PwC, Wells Fargo
Fun fact: Julie danced with Jonathan Roberts of Dancing with the Stars when he was starting his career.
Pro since: 1981
Excels at: SEC reporting (including IPOs), M&A, technical accounting, creating finance infrastructure for emerging growth companies
Prior gigs: Gap Inc., JDS Uniphase, Kaiser Permanente, NDS Surgical, PwC, high-tech emerging growth companies
Fun fact: Jim is a sports dad for two active boys and their friends.
Pro since: 1991
Excels at: general accounting, budgeting, forecasting, start-ups
Prior gigs: American Express, Mercury Interactive, Netflix, various public companies
Fun fact: Michelle has competed in eight triathlons and hopes to someday complete a half Iron Man event.
Pro since: 1995
Excels at: recruiting top talent in accounting & finance, networking
Prior gigs: The Nolan Group (Peopleflex), mortgage & high-tech companies
Motto: Look for the gift in every experience.
Pro since: 1984
Excels at: general accounting, audit prep, developing accounting processes, cash forecasting
Prior gigs: BayBio, Cell Biosystems, Real Girls Media Network, Sezmi, Topica Pharmaceuticals, Ventracor
Fun fact: Lisa and her husband have remodeled three houses together—and they’re still married.
Pro since: 1987
Excels at: monthly closing, system implementations, M&A, SOX, audit, consolidations, partnerships, venture funds
Prior gigs: ArcSight, Arteris, CalCEF, NovaBay, Trimble, biotech & high-tech emerging growth companies
Motto: Success doesn’t come to you—you go to it.
Pro since: 1985
Excels at: CFO, planning, analysis, broad business & accounting operations, manufacturing, start-ups
Prior gigs: Arista Networks, Fluidigm, Intel, JDS Uniphase, mSilica, Roku
Motto: What you want is always obvious; what you need is not.
Pro since: 1989
Excels at: XBRL, technical accounting, SEC reporting, M&A, ERP, IFRS convergence
Prior gigs: Deloitte, Integrated Device Technology, Maxygen, NetApp, NeoPhotonics, USWeb/CKS Group
Motto: Simplicity does it!
Pro since: 1994
Excels at: IT infrastructure, productivity application development
Prior gigs: Clorox, Internet companies
Motto: Iterate your development and make each new version less complex than the last.
Pro since: 1979
Excels at: SEC reporting, controllership, technical accounting, project management, IPOs
Prior gigs: Adaptec, Cotherix, DISC, Mercury Interactive, PwC, Xsigo, Zentec, high-tech emerging growth companies
Pro since: 1994
Excels at: SOX, internal audit, ERM, project management, FAS123R, due diligence, M&A finance integration
Prior gigs: Accelrys, Affymax, Composite Software, Deloitte, Highpower International, Novellus Systems, Rigel
Fun facts: Robin is a musician who enjoys jazz and Zumba fitness.
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: general accounting & reporting, external & internal audit management, project planning, testing & implementation
Prior gigs: Actelion, Deloitte & Touche, Netflix, various public companies
Fun fact: Her adult kickball league made it to the world championships in Las Vegas in 2009.
Pro since: 1986
Excels at: all things marketing and promoting finance gurus
Prior gigs: Apple, CollabNet, Questra, Mozilla, Sun Microsystems, Telseon
Motto: Be the change you want to see in the world.
Pro since: 1989
Excels at: business intelligence, CRM & PRM, sales forecasting, data management, Salesforce.com
Prior gigs: Cadence Design Systems, Harmonic, HP, Logitech, Maxtor, NVIDIA, Omneon, Quantum
Hobbies: Salena likes traveling and enjoys a good book and salsa music (but not at the same time).
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.
Pro since: 1989
Excels at: SOX testing & documentation, finance management, general accounting, audit prep & support
Prior gigs: Blue Coat, Bombardier Aerospace, Cytokinetics, Fossil, Genomic Health, Hansen Medical, Wyse Technology
Fun fact: Michelle loves to ride and race her bike.
Pro since: 1980
Excels at: general accounting, client communications, project management, SOX, broad business & accounting operations
Prior gigs: Informatica, Maxygen, NeoPhotonics, PwC, Quantum, Rigel
Motto: Do it right the first time.
Pro since: 2003
Excels at: internal audit, SOX, general accounting, ERM
Prior gigs: Accelrys, Affymax, Informatica, McKesson, Novellus Systems
Motto: You are only as good as your team.
Pro since: 1987
Excels at: general accounting, audit prep, multiyear cleanup, financial analysis & budgeting for early-stage technology companies
Prior gigs: Arista Networks, Cryptic Studios, PharmacoFore, StrataLight Communications
Motto: Choose a job you love, and you will never have to work a day in your life.
Pro since: 2000
Excels at: financial modeling, FP&A, due diligence, general accounting, consolidation
Prior gigs: CMF Associates, Expat-CFO Services, Logitech, Shanghai Muts Group
Motto: Change is natural, change is not new, change is important.
Pro since: 1990
Excels at: SOX, internal audit, accounting management, project management
Prior gigs: Alexza Pharmaceuticals, CalPine, Cytokinetics, Ernst & Young, Hansen Medical, Kaiser Permanente, LaserCard, Logitech, Safeway
Motto: When we apply theory to reality, there is always room for common sense.
Pro since: 1985
Excels at: accounting, system implementations, budgeting, project management
Prior gigs: Affymax, Cambrios Technology, Cell Biosciences, The Learning Company, Mercury Interactive, Oxford Semiconductor, Saga Foods
Fun facts: Lisa shares a birthday with Mick Jagger. Her passion is hiking during wildflower season.
Pro since: 1994
Excels at: technical accounting, financial reporting, revenue recognition, M&A, IPOs
Prior gigs: Adaptec, Alexza Pharmaceuticals, Gap Inc., NeoPhotonics, PwC, Symantec, Trimble Navigation
Motto: Add value or go home.
Pro since: 1992
Excels at: financial planning & analysis, financing, budgeting & forecasting, corporate accounting, cash flow management
Prior gigs: Cerimon Pharmaceuticals, Shoreline Pacific, Xingtone
Motto: Don’t be afraid of stepping out of your comfort zone—you may discover your untapped potential and new interests.
Pro since: 1985
Excels at: day-to-day accounting such as A/P, A/R, payroll, month-end close
Prior gigs: Portola Pharmaceuticals, Quantum, Sellpoint, Xsigo, high-tech emerging growth & biotech companies
Motto: Never leave until the job is done.
Pro since: 1974
Excels at: SEC reporting, controllership, project management, general accounting, IT processes and implementation
Prior assignments: Logitech, Maxtor, Netflix, VeriFone
Motto: There is no such thing as a bad idea.