Seasoned public finance professional with proven success managing multi-billion dollar budgets and leading teams in complex government organizations. Expertise in innovative financial strategies, stakeholder collaboration, and data-driven decision-making. Committed to fiscal sustainability and operational excellence in public sector.
Overview
7
7
years of professional experience
Work History
CAPITAL PLANNING AND BUDGETING PROGRAM MANAGER
San Francisco Public Utilities Commission
06.2023 - Current
Lead the development and implementation of comprehensive capital planning and budgeting improvement strategies for the SFPUC's three enterprises resulting in the approval of a nearly $12 Billion Capital Improvement Plan
Lead cross functional teams, supervised, and managed staff responsible for improving capital project delivery, financial performance, and budgetary administration
Served as the Acting Capital Budget Manager for during interim periods
Implemented innovative approaches to improve the administration of the SFPUC's multi-billion dollar budget
Provided guidance on complex financial instruments and budgetary funding strategies
Successfully developed the messaging strategy for internal stakeholders, the Commission, the Mayor's Office, and the Board of Supervisors with the goal of having the SFPUC's budget approved
Served as a key liaison with senior City officials to ensure transparent communication about the SFPUC's budget
ASSISTANT DEPUTY DIRECTOR (CEA), CAPITAL FINANCE & SUSTAINABILITY
California Department of Forestry and Fire Protection
02.2021 - 06.2023
Formulated and administered CAL FIRE's $2 Billion capital budget and environmental sustainability programs
Developed capital project budgetary and sustainability program proposals, including CAL FIRE's Five-Year Capital Infrastructure Plan, for review by the Governor and State Legislature for inclusion in the annual State Budget Act
Managed a cross functional team responsible for presenting to the State Legislature, Governor's Office, Department of Finance, California Natural Resources Agency, State Controller's Office, federal and state auditors, and the media on the progress of complex infrastructure plans, encumbrance and expenditure of multiple State funds for design and construction of capital projects, and carbon reduction progress at statewide facilities
Supervised a large team of professional staff responsible budgetary development and administration, and sustainability proposals
Advised on feasibility of budgetary and carbon emission reduction requests with statewide significance
FINANCIAL ANALYST
San Francisco Department of Public Works
09.2020 - 02.2021
Assisted in the administration of complex budgetary programs, including the 2010, 2014, and 2020 Earthquake Safety & Emergency Response (ESER) bonds
Supported project teams on the ESER program and San Francisco Municipal Transportation Agency projects
Administered and reconciled funding for several multi-million-dollar bond programs
Assisted in the coordination of bond sales for municipal General Obligation bonds
Resolved complex budgetary problems and provided complex financial analysis to key decision makers
FINANCE BUDGET ANALYST
California Department of Finance
05.2019 - 09.2020
Assisted in preparation of annual multi-billion-dollar California State Budget Act
Directed the development and implementation of multi-million-dollar annual budgets for over fifteen State agencies, departments, conservancies, and programs
Supervised the professional budgetary work of staff responsible for developing key fiscal proposals to be reviewed by the Director of Finance, State Legislature, State Public Works Board, and the Governor
Expeditiously provided analysis and made independent recommendations on the budgetary and fiscal affairs to the Director of Finance and the Governor of California
Made recommendations regarding fiscal matters including the addition of personnel, fund solvency, equipment leases; and made recommendations for the acquisition, planning, design, construction, and financing for capital projects to the State Public Works Board
ASSOCIATE GOVERNMENTAL PROGRAM ANALYST
California Department of Health Care Services
03.2018 - 05.2019
Led the development and analysis of regulations to implement federal and state statutory changes, focusing on budgetary implications for Specialty Mental Health Services
Spearheaded the legislative team's strategy by analyzing active bills and coordinating with subject matter experts to prepare comprehensive bill analyses, emphasizing fiscal impacts on State mental health programs
Played a key role in preparing budget change proposals for submission to the Department of Finance, demonstrating strong financial acumen in state-level budgeting processes
Led DHCS Work Groups and participated in high-level committees, preparing briefing materials and issue papers that outlined policy implications and potential budgetary effects
Served as a key liaison, preparing responses to legislators, state and federal agencies, and stakeholders on Mental Health benefits, policies, and programs, with a focus on fiscal responsibility and budget transparency
Credentialing Program Analyst
California Consortium of Addiction Prog. & Prof.
05.2017 - 03.2018
Served as a statewide team lead for the credentialing process for drug and alcohol counselors, ensuring compliance with California regulations and standards
Collaborated with state government agencies to align certification programs with evolving legislative requirements
Conducted financial analysis to optimize fee structures, balancing program sustainability with accessibility for applicants
Prepared and presented complex analyses, including quarterly budget reports and program performance metrics to the Board of Directors
Education
Master of Public Administration -
University of The Pacific - McGeorge School of Law
Bachelor of Arts - Government
New Mexico State University
Skills
Budget Development and Management
Financial Analysis and Reporting
Supervision and Staff Development
Project Management
Policy Analysis and Implementation
Budgetary Strategy and Communication
Public Sector Budgeting Processes
Advanced Proficiency in Financial Software, including PeopleSoft and PowerBI
Accomplishments
Recipient of the 2023 American Society of Public Administration's (Sacramento Chapter) Rising Star in Government Award
Presented at the Government Finance Officer's Association Annual Conference in June 2024 on "Partnering with Public Works: Using Data and Levels of Service for Better Asset Management"
Guest lecturer for Public Policy and Administration graduate students at the University of the Pacific-McGeorge School of Law
Timeline
CAPITAL PLANNING AND BUDGETING PROGRAM MANAGER
San Francisco Public Utilities Commission
06.2023 - Current
ASSISTANT DEPUTY DIRECTOR (CEA), CAPITAL FINANCE & SUSTAINABILITY
California Department of Forestry and Fire Protection
02.2021 - 06.2023
FINANCIAL ANALYST
San Francisco Department of Public Works
09.2020 - 02.2021
FINANCE BUDGET ANALYST
California Department of Finance
05.2019 - 09.2020
ASSOCIATE GOVERNMENTAL PROGRAM ANALYST
California Department of Health Care Services
03.2018 - 05.2019
Credentialing Program Analyst
California Consortium of Addiction Prog. & Prof.
05.2017 - 03.2018
Master of Public Administration -
University of The Pacific - McGeorge School of Law
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.