8020 Consulting

If you are going to
engineer a new business,
it needs to be provably*
better than anything else out there.

That’s what
we’re doing here.

  • David Lewis
  • Kelly Patchett
  • Shawn Spears
* Yes: we mean provably, not probably.
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Different perspectives.
One unique company.

8020 Consulting applies the intellectual capital, technical expertise and energy of our team to address a range of financial projects for clients ranging from Fortune 50 companies to middle market and venture backed firms.

As a company, we believe broadening the application of the tools of financial analysis and reporting to every aspect of business operations—extending the reach of finance from compliance fulfillment reporting and incrementalist budgeting activity to critical analysis of business issues—is one of the great unleveraged business opportunities of our time.

We also know that there are massive productivity gaps between the top individual performers and the average, and we have engineered our company to attract and retain the best. This isn’t rhetoric, it’s fact.

Our Team applies focus, objectivity and superior academic and professional credentials backed by a business model that encourages and rewards individual initiative and creativity with a mandate to leave Clients provably better at the end of each engagement.

This is 8020.

The work we do spans the entire range of analytical and reporting projects that encompass the office of the CFO, as well as:

  • Transactional due diligence support
  • Product and customer profitability analytics
  • Post merger financial integration
  • Project Management
  • Evaluation of salesforce effectiveness and compensation plans
  • Execution of the responsibilities of senior internal finance roles during periods of company or individual transition with a methodology that improves departmental effectiveness
  • Providing functional finance support to systems implementation teams

Our Founders also consult directly with the
office of the CEO, COO and CFO to…

  • Support the implementation of an accountability based culture
  • Facilitate departmental and company planning meetings
  • Develop departmental, divisional and corporate business plans
  • Create detailed position profiles to ensure the alignment of position goals and mandates with company objectives
  • Support the selection and assessment of prospective new hires

Every project we do contains the potential to create lasting positive change for our Clients, and our Team has the ability and the mandate to realize this potential.

We just couldn’t pass on the opportunity to build a different, better company.

We’ve learned a lot. Our appreciation for the power and potential of applied finance has deepened through our own experience working directly with Company founders and CEOs.

The opportunity to design a new Company which integrates these learnings, the “here’s what we would do differently, and better if we were starting from scratch” was too compelling not to do it. One of our core beliefs is that if you aren’t going to engineer a new business that is provably better than anything else out there, one which creates a truly superior experience for its People and its Clients, don’t bother. That’s what we’re doing here.

Considering a change for your Finance Department or your Career?

If you are considering a career in Consulting, or if you’re an Executive with a project requirement, we would appreciate the opportunity to get more specific and determine whether what we have to offer from a career development or resource perspective is aligned with your interests and objectives.

Meet our team

  • David Lewis

    David LewisChief Executive Officer

    David Lewis has been the CEO or founding partner of 5 companies, one a 600 person family business, three successful startups in the areas of executive search, consulting, and financial project execution, as well as a venture capital backed software development firm. His last startup scaled to a 300 person consulting and executive services firm in seven and a half years. During his tenure, the firm worked with companies ranging from Fortune 500 companies to venture backed startups. He has deep functional expertise in creation and implementation of accountability systems, planning, finance, talent acquisition and development, and key executive coaching. David holds Bachelors and Masters degrees in Economics from Georgetown University in Washington DC.

  • Kelly Patchett

    Kelly PatchettPartner and Chief Operating Officer

    Kelly has focused her career on driving company growth and enterprise value through Talent Acquisition Strategy, Human Capital Development and Process Improvement.  She has been the founding member of 3 consulting firms, architecting and managing the initial setup and ongoing development of multiple areas of the business. Kelly has led a variety of special project initiatives in the areas of training and learning programs, compensation and incentive plan development, benchmarking, systems implementation, sales and marketing initiatives, and process re-engineering. In her current capacity, Kelly directly oversees the recruiting, HR, accounting, systems, marketing and administrative functions of the business. Kelly is a Southern California native, graduated from Loyola Marymount University and was a recipient of the 2006 San Fernando Valley Business Journal's 40 under 40 award.

  • Shawn Spears

    Shawn SpearsPartner

    Shawn Spears has over 12 years of experience in the consulting business, developing relationships with Finance and Accounting leaders in both Fortune 1000 and middle market companies in several markets.   Shawn’s expertise includes solution development, new client relationship development, market expansion, and project management.  Shawn has also held several senior management finance positions in companies including Universal Studios, Levi Strauss and Co, Arthur Anderson, Nissan Corp, and ClubCorp.  Shawn holds a Master’s Degree in Finance/Economics from the University of Miami (FL) and a B.S. in Finance from Virginia Commonwealth University.

  • Travis Kanafani

    Travis KanafaniManaging Director

    Travis has over 12 years of experience in corporate finance and strategy consulting helping clients navigate through complex financial issues and transactions. Prior to joining 8020 Consulting, he served as a Director of Finance at FTI Consulting specializing in providing turnaround, restructuring and transaction related services. His diverse industry experience includes entertainment, automotive, real estate, healthcare, gaming, food and beverage, financial services, and technology. His core competencies include strategic planning, financial modeling, forecasting and budgeting, corporate restructuring, due diligence, post-merger integration, valuation, financial statement preparation, and operational planning. He holds an M.S. in Finance and Accounting from the University of San Diego and a B.S. in Accountancy from the W.P. Carey School of Business at Arizona State University. He is an active CPA in California and a Certified Insolvency and Restructuring Advisor.

  • Erin Youel

    Erin YouelManager, Consultant Development and Recruiting

    Erin Youel's career has been focused on many aspects of Human Capital from full cycle Talent Acquisition to Employee Review Management.  Her outgoing personality and expertise, as well as her ability to spot top talent, has contributed to her success in attracting the right people.  Additionally, Erin is a Certified Boolean Logic expert, a skill that has proven successful in generating new key company leads resulting in additional business.  Across her career, Erin has partnered with key members of the executive team to help manage a variety of special projects such as, revamping the employee review process, training, new employee orientations, as well as a variety of other Human Capital and Talent Acquisition activities. Erin is a Southern California native, however spent 5 years in the Mid-West where she studied voice performance.

  • Michael

    MichaelConsultant

    Michael has over 20 years of diverse financial and operational leadership experience, including positions as CFO and VP of Operations of multiple technology and ecommerce companies spanning several ownership structures including VC, international parent companies and angel investors.  Most recently, Michael was the CFO of PeopleMatter, where he developed a budgeting process, implemented controls, policies and procedures, was instrumental in the Series D fund raising efforts, implemented a new Financial system and purchased and integrated a former supplier.  Early in his career, Michael was a manager of financial analysis at Brylane, a subsidiary of Pinault-Printemps-Redoute.  Michael is a CPA, holds a Bachelors of Science in Accounting from Indiana University Northwest and an MBA from the Kellogg School of Management at Northwestern University.

     

  • Jessica

    JessicaConsultant

    Jessica is a CPA and Deloitte alumnus with over 12 years of experience, including leadership roles from Controllership to her most recent position as the Senior Director of FP&A at Maker Studios, a next-generation entertainment company. Her industry experience spans the entertainment, new media, e-commerce, advertising, consumer products and financial services industries at companies including U.S. Auto Parts, Napster, Canyon Capital Partners, TCW, Procter & Gamble, Toyota and UTi Worldwide. Among other accomplishments, Jessica has provided all internal and external financial reporting (including SEC), supported a successful IPO, led M&A transaction support and due diligence efforts, as well as providing financial modeling, data mining and budgeting/forecasting. Jessica holds a BS in Accounting and an MBA from the Indiana University, Kelley School of Business.

  • Ken

    KenConsultant

    Ken is a Deloitte CPA with 15 years of experience, specializing in system implementations and development of finance organizations in the start-up phase or companies undergoing comprehensive process improvements or streamlining initiatives. Following Deloitte, Ken held Director and VP positions at Skyway Airlines and Chicago Express Airlines. Ken later joined a small team to launch Virgin America. As the founding Controller, Ken built the finance organization from the ground up, implementing key financial systems, accounting operations and cash flow forecasting. Most recently Ken served as the Corporate Controller at Virgin Galactic, the world's first space tourism company. Ken holds a BS in Finance from Marquette University and a MS in Accountancy from the University of Wisconsin, Milwaukee.

  • Scott

    ScottConsultant

    Scott Longacre has over 18 years of finance and accounting experience spanning several industries with companies large and small.   He is an Ernst & Young alumnus, who was Manager of Finance for Disney’s Network Television Division before he moved on to Director of Financial Planning & Analysis for Korn/Ferry Futurestep.  As a consultant, Scott has performed system implementations, business process re-engineering, created forecasting and budgeting models, and managed internal and external financial reporting.  He has filled the role of interim CFO for several companies, managing them through successful acquisition as well as post –merger accounting integration for the acquiring companies.  Scott holds a Bachelor of Science in accounting from the University of Southern California and is an Active CPA.

  • Susan

    SusanConsultant

    Susan is a CPA with 20+ years of diverse finance and accounting experience in various industries including manufacturing, technology and real estate.  She is an Ernst and Young alumnus who has held leadership roles at Fortune 500, middle market and entrepreneurial companies as Controller, VP of Finance and CFO. These companies have included Power-One, Clipper Windpower, Allied Signal, and Special Devices among others. Susan has provided financial leadership and project management to accounting organizations, including turnaround and restructuring projects, creating international tax structures, implementing IFRS, managing internal and external financial reporting, system implementation and leading finance and accounting efforts for divesture, acquisition and process re-engineering.  Susan holds a BS in Accountancy from San Diego State University.

  • Brian

    BrianConsultant

    Brian is a CPA with 20+ years of diverse finance and accounting experience across several industries.  He is a Deloitte alumnus who has held leadership roles at Fortune 500, middle market and start-up companies in Consulting and as Director, Controller or VP of Finance. These companies have included PS Business Parks, Amgen, MGA Entertainment, THQ, Intuit and Hudson Pacific among others. Brian has provided leadership and project management  to an entire Accounting organization, including restructuring planning, managing internal and external (including SEC) financial reporting, supporting a successful public stock offering, leading finance and accounting efforts for a business line divesture, and process re-engineering.  Brian holds a BS in Business Administration with an emphasis in Accounting from San Diego State University.

  • Devon

    DevonConsultant

    As a finance executive with 15 years of experience in finance and solid experience in partnering with departments and divisions, Devon has used financial analysis/modeling, negotiation, communication, and software development skills to help companies and divisions achieve various business goals.  Prior to joining 8020 Consulting, Devon was Executive Director of Warner Home Entertainment’s Acquisitions group overseeing title acquisitions and providing financial support for film productions. Devon has also held high profile positions at Disney and CUNA Mutual Group in a finance and software development capacity. He has an MBA in Finance and International Business from UW-Madison and a B.S. in Finance and Accounting from UNC-Greensboro.

  • Jaime

    JaimeConsultant

    Jaime has 11 years of diverse finance and project management experience in the real estate, entertainment, video games, and technology industries.  Prior to joining 8020, Jaime was the Director of Studio Finance and Operations at Activision Publishing, and had previously worked for WB Games, Warner Bros. Entertainment, Mesa West Capital, and SL Green Realty Corp. Her expertise centers around FP&A, budgeting and forecasting, cause of change analysis, reporting, cash flow forecasting, asset valuation, process design, and financial systems implementations. Jaime holds a Bachelor of Science degree in Economics from the Wharton School of Business at the University of Pennsylvania.

  • Matt

    MattConsultant

    Matt has over 20 years of finance and accounting experience across entertainment, business services, telecom and high-tech industries in both private and public companies.  As a consultant Matt has managed strategic projects, advised on M&A transactions, provided pre/post IPO services, created budgeting and forecasting models and performed system implementations, including Anaplan.  Prior to 8020 Consulting Matt worked at CSG International, Anthem, and Imperial Capital where he provided buy side and sell side investment banking services to private equity clients.  Most recently Matt served as interim CFO at GeoLinks, a high growth wireless tech company.  Matt completed his undergraduate work at UCLA and earned his MBA from USC Marshall School of Business.

  • Maureen

    MaureenConsultant

    Maureen is a CPA with 20+ years of diverse finance and accounting experience across a variety of industries including healthcare, manufacturing, consumer products, e-commerce and entertainment.  She is a PricewaterhouseCoopers alumnus who has held various leadership roles and managerial positions in start-up and middle market high growth companies.  These companies have included Elements Behavioral Health, Intelligent Beauty, US Auto Parts, Long Term Care Group, and International Rectifier among others. Maureen has a board range of experience in both public and private companies including Controllership, M&A transaction support and due diligence, post-acquisition integration, managing internal and external financial reporting, and system implementations.  Maureen holds a Bachelor of Science in Accounting from Loyola Marymount University.

  • Mark

    MarkConsultant

    Mark has over 20 years of diverse financial and operational leadership experience, including positions as CFO and Corporate Controller of several mid-market firms in the Fin-Tech, Brokerage, and Investment Management industries.  Mark was the CFO of Rustic Canyon Partners, where he developed a budgeting process, implemented controls, policies and procedures, and was instrumental in the implementation of several cloud-based infrastructure initiatives.  Mark began his career in public accounting at Ernst & Young and KPMG where he focused on Investment Services and Insurance clients.  Mark holds bachelor’s degrees in both Accounting and Finance from Loyola Marymount University.

  • Cathy

    CathyConsultant

    Cathy is a CPA with over 25 years of diverse finance, accounting and operational experience, including positions as CFO and VP-Controller, across a variety of industries including entertainment, automotive and manufacturing.  She has had over 18 years of consulting experience in a variety of roles and areas from VP-Controller to Project Manager with clients such as Toyota, MGM Entertainment, Spelling Entertainment, HBO and Paramount Pictures.  Her areas of expertise include entertainment and participation accounting, project management, strategic planning, forecasting and budgeting, business and film library valuations, mergers and acquisitions, due diligence, cash management, cost accounting and system implementation.  Cathy holds a Bachelor of Science in Business Administration from the University of Southern California and she began her career with Ernst and Young.

  • Adam

    AdamConsultant

    Adam has over 25 years of finance, accounting and operations experience primarily in start-up and middle market entertainment, media and online companies. Adam started his career at Ernst & Young in New York City before moving to California.  He has worked as Controller at Fox Family Channel and ArtistDirect, a company he assisted taking public.  In addition, he was Controller then interim CFO at Fandango.  Adam was the CFO at mOcean, an entertainment marketing and advertising agency, where he successfully consolidated office locations as part of an overall cost savings initiative before becoming a consultant.  He holds a Bachelors of Science in Business Administration from The American University in Washington DC.  Adam lives in Studio City with his wife Lesley, children Jakob and Lilly and dog Pi.

  • Carol

    CarolConsultant

    Carol has extensive experience in finance, accounting, strategic planning, financial modeling, transactional due diligence support, corporate restructuring, contract negotiations & administration, business development and operations. Her industry expertise covers healthcare, manufacturing, aerospace, bio-tech and entertainment companies ranging from start-up to the Fortune 500. Prior to 8020, she held Controller and Finance Leadership positions at companies including, ITT, SmithKline Beecham and Quest Diagnostics, Paramount Pictures, Quallion LLC and Catalytic Solutions. She is a six sigma greenbelt and successfully led various cost savings initiatives in inventory controls, process improvements, system integrations as well as cash flow projections and controls. She holds a BA in Economics from UCLA and an MBA from Pepperdine University.

  • Dan

    DanConsultant

    Dan has 20+ years of global finance and accounting experience across multiple industries.  As an Accenture alumnus, he has over 14,000 hours of project management experience in the areas of Business Process Development and Re-engineering, Systems Integration, FP&A as well as M&A due diligence and post-acquisition integration. Throughout his career, Dan has created finance and accounting processes, implemented systems and built top notch finance and accounting teams for several business start-ups and acquisitions worldwide including Avanade, a joint venture with Accenture and Microsoft where he also served as VP of Finance for the Americas and Asia Pacific. Prior to joining 8020 Consulting, he was VP of Finance and Continuous Improvement for the 2nd largest wine company in the world.  Dan holds a Bachelor of Arts degree from Texas Tech University, a Masters of Commerce degree from the Burgundy School of Business in Dijon, France and an MBA in Finance from Loyola University of Chicago.

  • Kim

    KimConsultant

    Kim is a CPA and PMP with more than 20+ years of diverse finance, reporting and accounting leadership experience.  She is an Arthur Andersen alumnus with extensive experience in accounting operations, inventory accounting, supply chain operations, project management, process reengineering, systems implementation, policy and procedure development, training development, internal controls and audit.  She has also served as Interim Controller and led accounting teams through the monthly close and external audits.  Kim has industry experience in pharmaceutical, retail, manufacturing, distribution, technology, banking, family investment and telecommunications at companies including The Disney Stores, Countrywide Bank, Data Direct Network, Silgan Containers, Fandango, THQ, The Rockefellers and Bristol- Myers Squibb with global assignments in the USA, Europe and Asia. Kim holds a Bachelor of Science in Accounting from Syracuse University.

  • Julian

    JulianConsultant

    Julian has diverse accounting and finance experience in various industries including financial services, entertainment, and consumer electronics with companies including Belkin International, Deluxe Entertainment and Pacific Life-Pacific Asset Funding.  His expertise includes FP&A, budgeting and forecasting, treasury operations, cash flow forecasting, financial modeling, and operation process improvement.  Julian holds a Bachelor of Science in Business Administration from the University of California, Riverside and a Master of Business Administration from the University of Southern California.

  • Alex

    AlexConsultant

    Alex Chang has over 13 years of finance and accounting experience spanning several industries, including entertainment and advertising. He began his career with Ernst and Young (E&Y) as an audit professional, serving clients in the oil and gas, health care, manufacturing, and automotive industries. After E&Y, Alex joined The Walt Disney Company as an accounting professional, soon transitioning into financial planning and analysis (FP&A) managerial roles in Media (Domestic and International Distribution).  Most recently, Alex served as the Controller and U.S. Finance lead for 72andSunny, a global advertising agency.  His experiences and skills include FP&A, accounting, financial system implementations, enterprise consolidations, financial modeling, strategic planning, and corporate reporting. Alex holds a Masters of Accounting and Bachelor of Business Administration from the University of Texas at Austin and is an active CPA.

  • Grace

    GraceConsultant

    Grace is a CPA and a PricewaterhouseCoopers alumnus, with nearly 20 years of accounting and finance experience in various manufacturing, internet and technology firms from equity-backed pre-IPO companies to multi-national billion dollar enterprises. Most recently, Grace was the VP of Finance at Kinkisharyo International, LLC, where she was responsible for all matters of accounting, finance, contracting, human resources and enterprise reporting systems.  Grace promotes high accountability throughout the organization with continuous process improvement, enhanced financial planning and employee development initiatives. Grace has completed accounting position papers with respect to software & long-term project revenue recognition, purchase accounting, restructuring and disposal activities, leases, among numerous others. Grace holds degrees in Master of Accountancy and Bachelors of Science in Business Administration from the University of Southern California in Los Angeles.

  • Ido

    IdoConsultant

    Ido has over 15 years of experience in financial planning and analysis, M&A and project management. He has managed budgeting, forecasting, long-range planning, industry analytics, metric analysis, complex modeling, consolidations, standard reporting, due diligence support, ad hoc analysis and senior management decision support. Ido has held key finance and strategic roles in the Banking, Entertainment, Online and SAAS industries for companies such as Move, THQ, Intuit, and Blackline. He holds a Bachelor of Science degree in Business Administration. In addition, he received his Master of Business Administration with an emphasis in Finance from Cal State Northridge.

  • Laurie

    LaurieConsultant

    Laurie is a finance and accounting leader with over 12 years of experience in roles requiring expertise in controllership, financial reporting, treasury operations, system implementation, and audit. Her expertise centers around GL and month end close management, financial analysis, financial modeling, SEC reporting, process improvements, and financial and compliance audits. She is a PriceWaterhouseCoopers alumnus who has held managerial and leadership roles at Fortune 500 companies. These companies included Toyota Financial Services, CBRE, and Paramount Pictures. Laurie is an active CPA and holds a BA in Business Economics with Accounting minor from the University of California-Los Angeles.

  • John

    JohnConsultant

    John is an Alumnus of Arthur Anderson and a CPA with over 25 years of diverse, hands-on financial and operational leadership experience in entertainment, technology, retail and distribution environments, including CFO, VP of Finance, and Controllership roles at companies ranging in size from early start-up through middle market as well as Fortune 500.  John also has strong international management experience with time spent in the UK, Germany, India, and the Middle East. In fact, he managed global operations teams including the formation and expansion of India offshore operations and expansion of a company into the European market. Across his career, John has worked very closely with VC firms in the raising of multiple rounds of financing and negotiation of lines of credit with banks and he has helped lead companies through the successful exit / sale process.

  • Will

    WillConsultant

    Will has 15 plus years of executing various corporate mandates and initiatives across the technology, media, and manufacturing industries.  Leveraging his expertise in corporate finance, strategy, financial reporting, and investment banking, Will has served on senior and executive management teams, spearheading the achievement of transformational corporate milestones such as raising institutional capital, acquiring companies, and building and establishing FP&A functions.  His management experience included serving as President at Harvard Card Systems, and Vice President of Finance and Strategy at Access Integrated Healthcare.  Will was also an investment banker for nearly a decade, having executed M&A and financing transactions in manufacturing, consumer products, and retail.  He holds a B.S. from New York University, Leonard N. Stern School of Business in Finance and Accounting.

  • Heidi

    HeidiConsultant

    Heidi is a KPMG alumnus with over 15 years of finance and accounting experience, spanning several industries in companies ranging from start-ups to the Fortune 100.  After KPMG, Heidi held accounting and finance leadership positions at Korn/Ferry Futurestep, THQ, Countrywide, Disney, Warner Bros., and Universal Music.  During Heidi’s career she has had experience in internal and external audit, SOX compliance, month-end close, reporting, forecasting and budgeting, financial analysis, system implementation and accounting process improvement.  Heidi graduated from California State University, Chico with a Bachelor of Science degree in Business Administration with a Concentration in Accounting. She graduated with honors as well as served as President for the honors Accounting club, Beta Alpha Psi.  Heidi is originally from Northern California and has lived in Los Angeles for over 15 years.  ​

  • Anthony

    AnthonyConsultant

    Anthony is a Deloitte & Touche Alumnus with 16+ years of practical experience in Public and Private Accounting including M&A, forensic accounting and litigation support. He has worked with public and private companies of varying sizes and industries including aerospace and defense, manufacturing, high technology, interactive entertainment software developer for gaming systems and retail and trade. He performed quarterly and annual reviews for publicly traded companies, evaluated and documented clients’ effectiveness and efficiency of internal controls and the integrity of the financial statements and has provided services for month-end, quarter-end and year-end close processes. Anthony graduated from California State University, Northridge with Bachelor of Science degrees in Business Administration – Accounting Theory & Practice and Chemistry. He is a CPA licensed to practice in California.

     

  • June

    JuneConsultant

    June has 11 years of finance experience in strategic planning, forecasting and budgeting, financial analysis, business valuation, restructuring, merger and acquisition, system implementation, contract negotiation and operations.  Her industry experience spans the apparel, food and beverage, entertainment, manufacturing and pharmaceutical industries at companies including Patagonia, Overture Films, Technicolor and Catalyst Pharmaceutical Group.  Her core competencies include business plan development, project management, system integration/implementation, process improvement, cost savings initiatives, and shareholder package.  June holds an MBA from Pepperdine University, Graziadio School of Business and Management and a Bachelor of Arts from the University of California, San Diego.

  • Vikram

    VikramConsultant

    Vikram possesses over 11 years of experience in Financial Planning and Analysis covering diverse sectors of IT Communications (j2 Global), Banking (Citibank, HSBC, Bank of America), Food and Beverage (Nestle), Investment Consulting (Wilshire Associates), Retail (Harbor Freight) and Entertainment (The Walt Disney Company). His core competencies include managing finance teams, conceptualizing and leading budgeting and forecasting processes relating to the P&L, Capital Plan, Balance Sheet and Cash Flow both mid-sized to Fortune 1000 Companies. Vikram attended Willamette University (Oregon) where he received his MBA specializing in Finance. He also holds a Bachelor’s degree in Finance and Accounting from Christ College in Bangalore (India) and a Master’s degree in Finance and Accounting from Bangalore University in Bangalore (India).

  • Irene

    IreneConsultant

    Irene has over 10 years of finance and accounting experience in the entertainment industry.  She began her career at New Line Cinema in the finance group.  Following she joined G4 Media and transitioned to Comcast Entertainment Group.  Prior to joining 8020 Consulting, she held a Finance Manager position at NBCUniversal. Her expertise includes FP&A, budgeting and forecasting, month-end close, reporting and corporate consolidation.   She is a Northern California native, however spent 10 years living in Los Angeles.  Irene holds a Bachelors of Business Administration degree in Corporate Finance and Business Analysis.

  • Neil

    NeilConsultant

    Neil has 20 years of accounting and audit experience in multiple industries, including pharmaceuticals and biotech, manufacturing, retail, health care, service industries, governments, casinos and non-profits.  Prior to joining 8020 Consulting, he served as a Director at McGladrey in Connecticut and Los Angeles specializing in private equity owned entities with significant mergers and acquisition and other technical accounting issues.  Additionally, Neil was a controller for a growing health care entity in Los Angeles where he managed financial reporting, budgeting, internal controls and certain HR functions.  Neil is an alumnus of KPMG in Los Angeles where he was on engagements spanning health care, manufacturing, and government entities.  Neil holds a Bachelor of Science in Accounting from the University of Southern California.

  • Teresa

    TeresaConsultant

    Teresa has 18 years of finance and accounting experience in healthcare, entertainment and market research industries.  As a PwC alumnus, her clients include Toyota, MasterCard, Prudential, Met Life, Raytheon, Waste Management, Johnson & Johnson and JP Morgan Chase.  Prior to joining 8020, Teresa worked for J.D. Power and Associates as their Director of Finance.  Teresa also held various analyst and managerial positions at United Health Group, Wellpoint and Disney.  She has solid experience in budgeting and monthly forecasting, financial reporting, Sarbanes-Oxley compliance, developing KPIs for investments and financial performance, financial modeling and price sensitivity analyses on new business opportunities, systems implementation, foreign currency transactions and valuation analyses for potential acquisitions and divestitures. Teresa holds a Bachelor of Science degree in Accounting from Loyola Marymount University and is a CPA (inactive).

  • Tommy

    TommyConsultant

    Tommy is a PWC Alumnus with 20+ years of broad accounting and finance experience in both large and small companies including Pre-IPO ventured backed companies.  These companies include The Walt Disney Company, Paramount Pictures, DreamWorks Animation, Maker Studios, DirecTV, LegalZoom.com, The Rubicon Project, and Specialty Laboratories where he held leadership roles such as Controller, Senior Accounting Manager, Director of Accounting and Director of Financial Reporting.  In these diverse roles, Tommy has provided Internal and External Audit support, SOX Documentation and testing, SEC reporting, process improvement and all aspects of Month-end close and reporting process.  Tommy holds a BS in Business Administration with an emphasis in Accounting from California State University Los Angeles and is an active CPA.

  • Melissa

    MelissaConsultant

    Melissa has over 17 years of experience in finance and accounting in industries such as manufacturing, retail, corporate housing, and technology. She has held positions in compliance and internal audit as well as leadership roles including NA Controller for Technicolor Home Entertainment Services and Corporate Controller and Treasurer at Oakwood Worldwide. Melissa’s core competencies include full-cycle accounting, GAAP, FP&A, internal controls, and process improvement. Melissa has extensive cross-functional experience with accomplishments including managing reconstruction of 3 years of financial reports, leading global SOX/Compliance efforts, and converting cash-basis accounting to accrual. Melissa is a CITP and has worked on several systems implementations, changes, and upgrades. She has a BBA in Finance from the University of Texas, graduate and post-graduate degrees in Accounting, and is a CPA and CMA.

  • Brandon

    BrandonConsultant

    Brandon is a finance and accounting leader with over 15 years of experience.  His career started as an auditor with the “Big 4” assisting and leading audit engagements in a wide range of industries, such as consumer products, financial services, and biotechnology.  Brandon then went on to The Walt Disney Company’s Transaction Support team where he was responsible for provide expertise in M&A transactions, due diligence, divestiture, technical accounting, and restructuring to Disney and all of its subsidiaries.  After The Walt Disney Company, Brandon led year-end audits, month-end close and financial reporting in the retail apparel industry at levels of Senior Manager and then Director.  Brandon is a CPA and holds a BS in Accounting with a minor in Economics from the University of Massachusetts - Amherst.

  • Mike

    MikeConsultant

    Mike has over 10 years of experience in roles requiring expertise in strategic planning, forecasting, budgeting, business valuation, financial modeling and both buy-side and sell-side M&A transaction support.  He served as a Sr. Analyst at Elements Behavioral Health where his responsibilities included leading the budgeting and forecasting processes as well as acquisition transaction support.  Additionally, he served as a Sr. Associate in the Private Capital group at Union Bank where he focused on executing middle market acquisition opportunities across various sectors.  Mike holds an MBA from the Graziadio School at Pepperdine University, a Bachelor of Arts in Economics from Brock University and is a CFA Charter holder.

  • Pom

    PomConsultant

    Pom has 20 years of diverse accounting and finance experience spanning several industries at companies including Amgen, Warner Brothers, Warner Music Group, New Wave Entertainment, Healthnet, CBS, and K-Swiss. She has public accounting background from both PricewaterhouseCoopers as well as a two regionally based firms.   Pom has held multiple Controller roles with responsibility for month end close, international consolidations, financial reporting, operational accounting, cost/budget analysis, financial audit and internal controls, and financial system implementation.  Pom received her MBA from Western Illinois University and is an active CPA in the state of California.

  • Shant

    ShantConsultant

    Shant has over six years of experience in the entertainment industry. His expertise includes financial analysis, FP&A, and royalties reporting. Prior to joining 8020 Consulting, Shant served as a Sr. Financial Analyst at The Walt Disney Company as well as Universal Music Group. He holds a Bachelor of Science degree in Management Science and Economics from the University of California, San Diego and is in his last semester of the MBA program at USC’s Marshall School of Business.

  • Jackson

    JacksonConsultant

    Jackson brings 15 years of finance and systems experience in apparel, entertainment, and technology. Prior to 8020 he has served in various leadership roles in the apparel industry: VP of Finance at PPLA Clothing, VP of Finance at Little Giraffe, and the head of FP&A at Junk Food Clothing. At Fox Entertainment, Jackson led the implementation of business intelligence tools and reporting and at Fox Sports, he conducted analysis on multi-billion dollar sports deals. Jackson's experience also includes financial modeling for technology startups as well as large public sized tech companies. Jackson holds a Bachelor's from USC's Marshall School of Business with a concentration in finance.

  • Janette

    JanetteConsultant

    Janette comes from a strong financial background in the financial services, aerospace, and defense industries. Prior to 8020 she worked as a Finance Manager at Capital Group and Raytheon.  Her expertise includes FP&A, forecasting, budgeting, template creation, financial modeling, variance analysis, continuous improvement, and operational excellence. Janette also has experience in Project Management and holds a B.S. in Finance from California State University, Long Beach and an MBA from the University of Southern California (USC).

  • Yan

    YanConsultant

    Yan brings 12 years of experience in statistical analysis, M&A modeling, dynamic pricing, financial planning and portfolio management. He has held various leadership positions at some of the largest hospitality-entertainment companies: Caesars Entertainment, Tropicana Entertainment, and SLS Las Vegas. He has also advised Warner Bros. on implementation of statistical modeling in revenue maximization. Before joining 8020 Consulting Yan served as a Director of Revenue for SLS Las Vegas where he oversaw revenue management, operational analytics and financial forecasting. Yan passed CFA Level 1 and holds BBA from University of Minnesota Duluth, Graduate Certificate in Applied Statistics from Penn State University, and an MBA from University of Southern California's Marshall School of Business.

  • Radha

    RadhaConsultant

    Radha has 10 years of accounting and audit experience ranging from non-profits and universities to large companies in various industries across the United States.  Prior to consulting, most recently she was a Sr. Manager of Financial Reporting at Paramount Pictures where she managed the consolidated GAAP and cash reporting to DreamWorks Animation and Marvel Studios.  Radha is also an alumnus of PwC in Los Angeles where she was on engagements spanning various industries of varying sizes, such as, Valeant Pharmaceuticals, Tetra Tech, Disney, and Morgan Creek Productions.  Radha holds a Bachelor of Arts in Business Administration with a concentration in Accounting from California State University, Fullerton.

  • Emir

    EmirConsultant

    Prior to Emir joining 8020 Consulting, Emir served as the CFO of Artisan Cocoa, where he was Instrumental in revenue and income growth of 160% over 17-month period. Emir also worked for Mattel Inc. where he managed the full Mattel P&L of a $1.3B business, $60MM in overhead spend across 27 cost centers, and $60MM in MDF trade spend. Early in his career, Emir worked at Interspan in Uzbekistan, where he managed a tea factory with a staff of 125 people, oversaw operation cost controls, sales and expenses analysis, financial analysis, cash flow maintenance, and debt service maintenance. Emir holds a BA in Real Estate from San Diego State University and an MBA from The Wharton School, University of Pennsylvania.

  • Henry

    HenryConsultant

    Henry has 10 years of finance and accounting experience in entertainment, consumer products, and retail. His expertise includes, FP&A, budgeting & forecasting, financial modeling, strategic planning, month-end close, data mining, KPI based modeling/reporting, supporting system implementations and improving processes using macros/advanced Excel formulas. Prior to joining 8020 Consulting, Henry was a Finance Manager at Dutch LLC and held Senior Analyst positions in multiple departments at the Walt Disney Company. Henry holds a Bachelor’s of Science Degree in Business Administration with a concentration in Corporate Finance from University of Sothern California Marshall School of Business.

  • Mary

    MaryConsultant

    Mary comes from a diverse background in finance, working in multiple industries such as entertainment, consumer products, oil & gas, legal, automotive, financial services, banking and food manufacturing. Her expertise includes Financial Planning &Analysis, budgeting and forecasting, financial modeling, month-end close, reporting, project management of process design and re-engineering initiatives, process improvement and system implementations.  Prior to joining 8020 Consulting, Mary consulted and worked at Warner Bros, Disney, Honda, Toyota, BP/AMOCO, Ticketmaster/Live Nation, Nestle, E-Trade and City National Bank.  She holds an MBA from DePaul University and Bachelors degree in Finance from University of Illinois at Urbana-Champaign.

  • Jeff

    JeffConsultant

    Jeff has fifteen years of experience in all areas of finance and accounting, including financial close, FP&A, budgeting and forecasting, financial modeling, and financial systems and has served a variety of industries including entertainment, manufacturing, energy and consumer products. Jeff started his career at KPMG in their audit practice and from there held a variety of finance and accounting roles at Twentieth Century Fox, The Coffee Bean & Tea Leaf, and Warner Bros. Jeff holds a Bachelor of Business Administration from East Tennessee State University and a Master of Accountancy with a concentration in Financial Systems from The University of Tennessee.

  • Christine

    ChristineConsultant

    Christine is a KPMG Alumnus with over 18 years of finance and accounting experience in food and beverage, healthcare, entertainment, and manufacturing industries. Prior to joining 8020, Christine worked for Dole Food Company as their Senior Manager of Corporate Finance. Christine also held various analyst and managerial positions at WellPoint, Disney, and Danone. She has solid experience in budgeting and monthly forecasting, financial reporting and analysis, financial modeling, and supporting refinancing effort of highly leveraged company. She also spearheaded and successfully completed a system implementation of financial modeling application. Christine earned a Bachelor of Arts degree in Business Economics from University of California, Irvine and she is a CPA licensed in California (inactive).

  • Seena

    SeenaConsultant

    Seena comes from a diverse background of retail operations, labor, financial analysis, FP&A, data research, and analytics.  Prior to joining 8020 Consulting,  Seena served as  a retail analyst for $2B retailer, Harbor Freight  and consulted with a variety of companies executing projects in the financial, academic, food and beverage, retail/wholesale, legal and investigations industries. His specialties include financial modeling, budgeting and forecasting, compensation, data mining, and strategy.  He attended the University of Connecticut where he received his Bachelors and his Masters degrees with a focus in quantitative sociology, and later on went to Pepperdine University where he received his MBA.

  • Yvonne

    YvonneConsultant

    Yvonne has 16 years of experience in national and global financial activities, including positions as CFO and Controller in consumer products, entertainment, online media, and hospitality. Her expertise includes strategic planning, internal controls, business valuation, financial analysis, budgeting and forecasting, government compliance, business integration, and ERP systems. Prior to 8020, she was CFO for Oakwood Asia Pacific and managed financial, Investor Relations, Corporate Governance, and Compliance, Legal, Human Resources, Information Technology, and Administration.  She is a Certified Public Accountant (CPA), Certified Global Management Accountant (CGMA), and Accredited in Business Valuation(ABV).  She acquired a Master Degree from the University of Iowa and a Bachelor’s Degree from Fudan University in Shanghai, China.

  • Marco

    MarcoConsultant

    Marco has 17 years of Finance and Consulting experience.  His work spans various industries including technology, entertainment, telecommunications, consumer products, financial services, and healthcare.  Marco has expertise in Financial Planning & Analysis (budgeting, forecasting, and reporting), Strategic Planning, project management, financial modeling, merger integration, and valuation.  Prior to joining 8020 Consulting, Marco held Finance and Strategy positions at Epson America and also worked for various firms including Deloitte Consulting, Paramount Pictures, Grupo Modelo, Cricket Communications, UBS, and Goldman Sachs.  Marco holds a B.A. in Economics from Brandeis University, and an MBA from the UCLA Anderson School of Management.

  • Eddy

    EddyConsultant

    Eddy has 10 years of diverse finance and accounting experience in the entertainment, internet, media and technology industries. Prior to 8020, Eddy was the IT Finance Manager at Fox Entertainment Group and had previously worked for Fox Interactive Media (MySpace, MySpace Music, iLike, FoxSports.com, FoxNews.com and Fox.com). Her expertise includes FP&A, budgeting, forecasting, cash flow forecasting, financial modeling, month-end close, reporting, project management of process design and re-engineering, process improvement and supporting system implementations. She holds a Bachelor’s of Science in Finance and Real Estate from California State University of Northridge.

  • Brian

    BrianConsultant

    Brian has over 6 years of accounting and finance experience in the entertainment field.  Prior to joining 8020 Consulting, Brian was a Senior Financial Analyst for Disney TV Animation and previously worked for Deluxe Entertainment, CBS Global Distribution, and J.G Boswell Company.  His expertise includes budgeting and forecasting, financial modeling, labor analysis, month end close, annual and long-range plan preparation and analysis, and process improvements.  He received his Bachelor of Art in Economics from the University of California, Los Angeles.

  • Dan

    DanConsultant

    Dan comes from a diverse background in finance and accounting, working in multiple industries such as advertising, internet, and media. His expertise includes forecasting, budgeting, FP&A, financial modeling, month-end closing, process improvement, and data mining. Prior to joining 8020 Consulting, Dan worked at Evolve Media as a Senior Financial Analyst, where he led multiple finance initiatives throughout the organization. Some of his key clients included Hyundai Motor America, NRG Energy, Hankook Tires, Footjoy Apparel and See’s Candies. He holds a B.A from the University of California, Santa Barbara in Economics with a concentrated background in Accounting.

  • Rachna

    RachnaConsultant

    Rachna is an accomplished finance professional with over 10 years of experience in the consumer products, entertainment, and logistics industries. Her experience includes strategic planning, forecasting and budgeting, financial analysis, financial modeling, system implementations, pricing, sales support and more to help companies and divisions achieve various business goals. Most recently Rachna served as the FP&A Manager at TOMS, a pioneer in the for-profit, for-social good sector. During her tenure, she partnered with global sales, marketing, IT, giving, and supply chain; additionally she was a primary contributor to the due diligence process in support of the Bain acquisition which resulted in a $625M valuation for TOMS. Rachna has a B.S. in Corporate Finance and an MBA focused on Entrepreneurship from the University of Southern California.

  • Bentley

    BentleyConsultant

    Bentley has over 20 years of finance, accounting, and management consulting experience, including positions as the VP of Finance in entertainment content and e-commerce companies.  He has evaluated, developed, and implemented a wide range of financial processes, models, and metrics for strategic planning, budgeting, rolling forecasts, performance measurement and KPIs.  Bentley also has significant accounting experience, including public accounting, managing general accounting functions, and financial reporting.   Additionally, he possesses significant management consulting experience, leading projects to improve performance management and related reporting for Fortune 500 companies.  Bentley has successfully driven performance at companies, including the Walt Disney Company, Nickelodeon, Citygrid Media, Activision, Sunkist Growers, Ernst & Young and Accenture.  Bentley holds an MBA and Bachelors of Science in Accounting from the University of Southern California.

  • Mark

    MarkConsultant

    Mark has 15 years of experience in financial planning and analysis, as well as business intelligence systems. He has managed budgeting, forecasting, long-range planning, industry analytics, complex modeling, consolidations, standard reporting, ad hoc analysis and senior management decision support.
    Mark has extensive consulting experience and has held key finance and strategic roles at Walt Disney Studios, Fox, Sony and Warner Bros. Mark’s consulting experience has provided him the skills to be adaptable, collaborative across organizational boundaries and adept at process optimization.  Mark has also served in the Business Intelligence & Data Warehousing practice at Hitachi Consulting.  Mark holds an MBA in Finance from the University of Denver and a BA in Communication from the University of Alabama.

  • Brad

    BradClient Service Lead

    Brad hails from the great state of Tennessee and holds a B.A. from the University of Tennessee, Knoxville.  Following his graduation, he relocated to Los Angeles where he served as a Senior Account Executive for one of the top ranking digital marketing firms.  During that time, Brad was in charge of client management as well as training and managing a growing sales team.  Brad is a seasoned professional when it comes to client relations and effective strategy building for higher ROI. When he is not at 8020 Consulting, Brad can be found on the golf course, hiking, or spending time with his wife and newborn.

  • Josh

    JoshAccounting Manager

    Since starting his career in accounts payable to his current position as the Corporate Accounting Manager, Josh has had the opportunity to work in a diverse set of industries as varied as legal services, property management, securities, manufacturing, non-profit, and market research. He has been involved in responding to the needs of external auditors, creating financial statements, and documentation of accounting procedures. Josh is a CPA with a degree in Finance from California State University, Northridge.

  • Jennifer

    JenniferAdministrative Coordinator

    Jennifer is a Southern California native and holds a bachelor’s degree in Family and Consumer Sciences from California State University, Northridge. While in school, she served as an officer for her club, a student intern for the dietetic center, and a writer for the VA dietetic newsletter. Jennifer has previously worked in dietary administration for over four years in a regionally top ranked hospital.  She also spent time working as an Executive Assistant in the entertainment industry.

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Our Team Big Example

Some of Our Team

  • David Lewis

    David Lewis
    Chief Executive Officer

    David Lewis has been the CEO or founding partner of 5 companies, one a 600 person family business, three successful startups in the areas of executive search, consulting, and financial project execution, as well as a venture capital backed software development firm. His last startup scaled to a 300 person consulting and executive services firm in seven and a half years. During his tenure, the firm worked with companies ranging from Fortune 500 companies to venture backed startups. He has deep functional expertise in creation and implementation of accountability systems, planning, finance, talent acquisition and development, and key executive coaching. David holds Bachelors and Masters degrees in Economics from Georgetown University in Washington DC.

  • Kelly Patchett

    Kelly Patchett
    Partner and Chief Operating Officer

    Kelly has focused her career on driving company growth and enterprise value through Talent Acquisition Strategy, Human Capital Development and Process Improvement.  She has been the founding member of 3 consulting firms, architecting and managing the initial setup and ongoing development of multiple areas of the business. Kelly has led a variety of special project initiatives in the areas of training and learning programs, compensation and incentive plan development, benchmarking, systems implementation, sales and marketing initiatives, and process re-engineering. In her current capacity, Kelly directly oversees the recruiting, HR, accounting, systems, marketing and administrative functions of the business. Kelly is a Southern California native, graduated from Loyola Marymount University and was a recipient of the 2006 San Fernando Valley Business Journal's 40 under 40 award.

  • Shawn Spears

    Shawn Spears
    Partner

    Shawn Spears has over 12 years of experience in the consulting business, developing relationships with Finance and Accounting leaders in both Fortune 1000 and middle market companies in several markets.   Shawn’s expertise includes solution development, new client relationship development, market expansion, and project management.  Shawn has also held several senior management finance positions in companies including Universal Studios, Levi Strauss and Co, Arthur Anderson, Nissan Corp, and ClubCorp.  Shawn holds a Master’s Degree in Finance/Economics from the University of Miami (FL) and a B.S. in Finance from Virginia Commonwealth University.

  • Travis Kanafani

    Travis Kanafani
    Managing Director

    Travis has over 12 years of experience in corporate finance and strategy consulting helping clients navigate through complex financial issues and transactions. Prior to joining 8020 Consulting, he served as a Director of Finance at FTI Consulting specializing in providing turnaround, restructuring and transaction related services. His diverse industry experience includes entertainment, automotive, real estate, healthcare, gaming, food and beverage, financial services, and technology. His core competencies include strategic planning, financial modeling, forecasting and budgeting, corporate restructuring, due diligence, post-merger integration, valuation, financial statement preparation, and operational planning. He holds an M.S. in Finance and Accounting from the University of San Diego and a B.S. in Accountancy from the W.P. Carey School of Business at Arizona State University. He is an active CPA in California and a Certified Insolvency and Restructuring Advisor.

  • Erin Youel

    Erin Youel
    Manager, Consultant Development and Recruiting

    Erin Youel's career has been focused on many aspects of Human Capital from full cycle Talent Acquisition to Employee Review Management.  Her outgoing personality and expertise, as well as her ability to spot top talent, has contributed to her success in attracting the right people.  Additionally, Erin is a Certified Boolean Logic expert, a skill that has proven successful in generating new key company leads resulting in additional business.  Across her career, Erin has partnered with key members of the executive team to help manage a variety of special projects such as, revamping the employee review process, training, new employee orientations, as well as a variety of other Human Capital and Talent Acquisition activities. Erin is a Southern California native, however spent 5 years in the Mid-West where she studied voice performance.

  • Michael

    Michael
    Consultant

    Michael has over 20 years of diverse financial and operational leadership experience, including positions as CFO and VP of Operations of multiple technology and ecommerce companies spanning several ownership structures including VC, international parent companies and angel investors.  Most recently, Michael was the CFO of PeopleMatter, where he developed a budgeting process, implemented controls, policies and procedures, was instrumental in the Series D fund raising efforts, implemented a new Financial system and purchased and integrated a former supplier.  Early in his career, Michael was a manager of financial analysis at Brylane, a subsidiary of Pinault-Printemps-Redoute.  Michael is a CPA, holds a Bachelors of Science in Accounting from Indiana University Northwest and an MBA from the Kellogg School of Management at Northwestern University.

     

  • Jessica

    Jessica
    Consultant

    Jessica is a CPA and Deloitte alumnus with over 12 years of experience, including leadership roles from Controllership to her most recent position as the Senior Director of FP&A at Maker Studios, a next-generation entertainment company. Her industry experience spans the entertainment, new media, e-commerce, advertising, consumer products and financial services industries at companies including U.S. Auto Parts, Napster, Canyon Capital Partners, TCW, Procter & Gamble, Toyota and UTi Worldwide. Among other accomplishments, Jessica has provided all internal and external financial reporting (including SEC), supported a successful IPO, led M&A transaction support and due diligence efforts, as well as providing financial modeling, data mining and budgeting/forecasting. Jessica holds a BS in Accounting and an MBA from the Indiana University, Kelley School of Business.

  • Ken

    Ken
    Consultant

    Ken is a Deloitte CPA with 15 years of experience, specializing in system implementations and development of finance organizations in the start-up phase or companies undergoing comprehensive process improvements or streamlining initiatives. Following Deloitte, Ken held Director and VP positions at Skyway Airlines and Chicago Express Airlines. Ken later joined a small team to launch Virgin America. As the founding Controller, Ken built the finance organization from the ground up, implementing key financial systems, accounting operations and cash flow forecasting. Most recently Ken served as the Corporate Controller at Virgin Galactic, the world's first space tourism company. Ken holds a BS in Finance from Marquette University and a MS in Accountancy from the University of Wisconsin, Milwaukee.

  • Scott

    Scott
    Consultant

    Scott Longacre has over 18 years of finance and accounting experience spanning several industries with companies large and small.   He is an Ernst & Young alumnus, who was Manager of Finance for Disney’s Network Television Division before he moved on to Director of Financial Planning & Analysis for Korn/Ferry Futurestep.  As a consultant, Scott has performed system implementations, business process re-engineering, created forecasting and budgeting models, and managed internal and external financial reporting.  He has filled the role of interim CFO for several companies, managing them through successful acquisition as well as post –merger accounting integration for the acquiring companies.  Scott holds a Bachelor of Science in accounting from the University of Southern California and is an Active CPA.

  • Susan

    Susan
    Consultant

    Susan is a CPA with 20+ years of diverse finance and accounting experience in various industries including manufacturing, technology and real estate.  She is an Ernst and Young alumnus who has held leadership roles at Fortune 500, middle market and entrepreneurial companies as Controller, VP of Finance and CFO. These companies have included Power-One, Clipper Windpower, Allied Signal, and Special Devices among others. Susan has provided financial leadership and project management to accounting organizations, including turnaround and restructuring projects, creating international tax structures, implementing IFRS, managing internal and external financial reporting, system implementation and leading finance and accounting efforts for divesture, acquisition and process re-engineering.  Susan holds a BS in Accountancy from San Diego State University.

  • Every engagement has the potential
    to make a meaningful positive difference.

    Consistent and intensive application of the tools of financial analysis to every aspect of business operations is a massively underleveraged opportunity in the vast majority of companies, most often due to capacity constraints.

    We also believe:

    Every C level executive has some subset of their responsibilities that encompass their highest value contribution to the organization, and another subset that would best be delegated to others or eliminated entirely.

    Every instance of key manager turnover is an opportunity to reevaluate the position and realign responsibilities and mandates with organizational objectives, and this recalibration needs to take place before a replacement is hired.

    People are most motivated when they are doing work that affects change and requires full intellectual and creative engagement.

    One highly skilled and focused individual can make a huge difference in even the largest enterprise.

    Growth is a non-negotiable imperative for great companies; great people are growth oriented people and a stagnant enterprise cannot attract and retain them.

    Every company must have a clear understanding of the key drivers of revenue and profitability and the key leverage points of these drivers to determine operational priorities.

    Measuring an organization and its people against specific time bounded quantitative goals is the most objective and effective method of management.

    Why Work Here.

    You know how the first 6 months of any job are the most challenging and exciting?
    Imagine doing that all the time.

    • Work at Clients across a spectrum of industries, sizes, and circumstances (growing, acquiring, merging, launching new products, dealing with financial restructuring) without changing jobs.
    • Focus on applying your brain, energy and experience to doing great work for clients, without the burden of navigating office politics.
    • Work closely and directly with our firm's founders and your colleagues to help build a big, great company, and learn more about how to scale a business.
    • Be in a company that does for a living what you do for a living, and truly values and appreciates what you do in finance.
    • Very few financial professionals have the peace of mind that comes with an employment agreement: all of our people do, so you can focus on doing great work instead of worrying about job security.
    • Get paid to be in constant growth and learning mode, instead of maintenance mode.
    • Know that your great work will be recognized and rewarded, and instrumental in our firm’s success.
    • Be in a company filled with really smart people who are really nice people to work with.
    • Career Path Acceleration Career Path Acceleration

      Career Path Acceleration

      (Expand your financial, operational and management skills simultaneously. Get where you want to go faster. Why wait for a promotion? Each year at 8020 is equivalent to 3 years in a traditional role)

    • Variety Variety

      Variety

      (Experience what it’s like to apply your skills in different companies, of different sizes across a multitude of industries doing something different on each and every engagement)

    • Impact Impact

      (You won’t be warming a chair at 8020. Engage your intellectual capacity to deliver departmental or enterprise impact and enjoy the satisfaction of knowing you have made a difference.)

    • Security Security

      Security

      (If you do nothing but consistently exceed our clients expectations, you will have the peace of mind that comes with having an employment agreement)

    • Team of YOUR peers Team of YOUR peers

      Work with other smart people you will be proud to call your colleagues.

    • Community Community

      Community

      (Get to know some of the most talented minds in the finance community and share the experience of building something great.)

    • Work/Life Balance Work/Life Balance

      (Have the opportunity to do meaningful work without long hours. Enjoy your life. All of it.)

    • No Travel Required No Travel Required

      No Travel Required

      (No travel required. Save your frequent flyer mileage for your vacations. You won’t have to get on a plane with us.)

    • Portable Skills  Portfolio Portable Skills Portfolio

      Portable Skills Portfolio

      (Broaden and deepen your technical and systems skillsets to increase your marketability)

    • Compensation Compensation

      Compensation

      (Enjoy the opportunity to measurably increase your earnings and be rewarded for your direct contributions)

    • Benefits Benefits

      (Fortune 1000 level benefits-Everything you expect to find; medical, dental, vision, 401K, Life, Disability, supplemental insurance options, flexible spending accounts and more)

    Still Reading… Ready to submit your Resume?

    What you will do:

    • What you won’t be doing is the same work over and over. To work here, you must be capable of translating your experiences and actively applying your knowledge to solve client problems. Your skills will be stretched and you will be required to grow quickly.
    • Your job will be to define and understand the client opportunity or issue and solve it; sometimes this will mean process improvement or automation and other times it will require you to apply rigorous financial analysis to inform operational or strategic decision making. In all circumstances, your job is to leave the client better than when you first arrived.
    • We don’t just talk about client delivery, we embody it. That means that you’ll be nothing but proactive and engaged and ready to do whatever it takes to deliver a satisfying client experience. If you are not ready to play at this level, this is NOT the position for you.

    What we are looking for:

    • Finance and Accounting professionals that are as concerned with continuous improvement and delivering real value as we are. We insist our clients be left feeling that our work made a notable difference.
    • A combination of intellectual agility, academic /professional credentials, relentless enthusiasm and a track record of career achievements that suggests you have what it takes to deliver.
    • You also must be great with people and able to communicate clearly and effectively with Financial, Operational and other C-level Executives.
  • Career Path Acceleration

    Career Path Acceleration

    (Expand your financial, operational and management skills simultaneously. Get where you want to go faster. Why wait for a promotion? Each year at 8020 is equivalent to 3 years in a traditional role)

  • Variety

    Variety

    (Experience what it’s like to apply your skills in different companies, of different sizes across a multitude of industries doing something different on each and every engagement)

  • Impact

    (You won’t be warming a chair at 8020. Engage your intellectual capacity to deliver departmental or enterprise impact and enjoy the satisfaction of knowing you have made a difference.)

  • Security

    Security

    (If you do nothing but consistently exceed our clients expectations, you will have the peace of mind that comes with having an employment agreement)

  • Team of YOUR peers

    Work with other smart people you will be proud to call your colleagues.

  • Community

    Community

    (Get to know some of the most talented minds in the finance community and share the experience of building something great.)

  • Work/Life Balance

    (Have the opportunity to do meaningful work without long hours. Enjoy your life. All of it.)

  • No Travel Required

    No Travel Required

    (No travel required. Save your frequent flyer mileage for your vacations. You won’t have to get on a plane with us.)

  • Portable Skills  Portfolio

    Portable Skills Portfolio

    (Broaden and deepen your technical and systems skillsets to increase your marketability)

  • Compensation

    Compensation

    (Enjoy the opportunity to measurably increase your earnings and be rewarded for your direct contributions)

  • Benefits

    (Fortune 1000 level benefits-Everything you expect to find; medical, dental, vision, 401K, Life, Disability, supplemental insurance options, flexible spending accounts and more)

  • Why Companies Work With Us.

    Consistent and intensive application of the tools of financial analysis to every aspect of business operations is a massively underleveraged opportunity in the vast majority of companies, most often due to capacity constraints.

    Some reasons why…

    • The thoroughness of our data gathering around project requirements
    • The precision of our deployment process
    • The combination of credentials, experience, and intelligence our people bring to the project
    • The alignment our business model creates between our People and our Clients
    • The predictability and dependability of outcomes we provide
    • The mitigation of project turnover risk our model produces
    • The economic value we deliver
    • Lots of other reasons we would rather discuss in person

    Contact Us

    8020 Consulting Headquarters
    6303 Owensmouth Avenue, 10th Floor
    Woodland Hills, CA 91367

    Phone (855) 367-8020
    contactus@8020consulting.com

    8020 Consulting Headquarters

    6303 Owensmouth Avenue, 10th Floor
    Woodland Hills, CA 91367

    8020 Consulting

    2029 Century Park East, #400
    Los Angeles, CA 90067






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    Applying is easy...

    • Send a copy of your resume in Word or PDF format.
    • Let us know the best time to reach you.
    • If you are relocating to Southern California and live elsewhere or you have specific ideas or expectations on compensation, please note that in your email.
    • Through the process you will meet with multiple Key Executives to give you a cross functional perspective and full understanding of the opportunity and what is expected.
    • All candidates must successfully pass an interview with the firm’s CEO and Founder.
    • Be prepared to come to the interview prepared to speak in specific terms about your individual contributions that have directly impacted your company on a department and enterprise level. These should include quantifiable examples of functional expertise, consulting skills, teamwork, and leadership.
    • It’s recommended that you come to the interview with a written list of the above to best facilitate the discussion.
    • Showcase your communication and executive presence.
    • Share your core values, career goals and objectives.
    • Demonstrate your preparedness by coming with thoughtful questions.






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