Teresa is a results-oriented CFO executive in the Bakersfield, California area with more than 25 years of industry and public accounting experience. She is able to provide exceptional skills in accounting, finance and management, and can assist privately-held business owners and managers in analysis of financial statements, obtaining and retaining financing, compliance with loan covenants, tax planning and tax compliance, budgeting, cash flow projections, business mergers and acquisitions, employee benefit plans and exit strategies.
She understands emerging businesses, financial turnarounds and businesses experiencing rapid growth and can offer expertise to business owners in these areas. Theresa has experience in several industries, including construction, oil and gas service companies, independent oil and gas entities, agriculture, retail, medical, telecommunications and non-profits. A member of the California Society of CPAs, she has participated in The Financial Leadership Forum as well as served on the Financial Literacy Council.
Throughout her career Theresa has helped clients buy and sell businesses, re-engineer and streamline under-performing accounting and finance departments, close on many loan requests and manage numerous IT projects.
Theresa’s areas of expertise include:
- Strategic planning
- Budgeting, forecasting and cash flow planning
- Debt and equity financing
- Mergers and acquisitions, due diligence
- Financial reporting and analysis
- Financial and operational process improvements
- Human resources/payroll
- Staff development
- Internal controls assessment and improvements
- Risk management
- Management of banking and other vendor relationships
- Exit planning
Theresa was born in Hawaii, raised in Alaska, and is happy to be part of the Bakersfield and community for the past 24 years. She enjoys spending time with her two daughters who live in Irvine.