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Andy Tabag

Andy Tabag, CPA


Financial Controller | Senior Consultant | Planning & Accountability Coach

Professional Overview



Andy Tabag is a seasoned financial professional with over 15 years of experience in accounting, finance, and operations. He currently serves as the Financial Controller at Riverside Medical Clinic, where he oversees all aspects of the organization's financial management and reporting. Additionally, Andy is a Senior Consultant at Andy Tabag Consulting, providing strategic financial advisory services to clients across a range of industries.

Experience Summary



Current Roles


Financial Controller, Riverside Medical Clinic (2023-12-01 to Present)
  • Responsible for the overall financial management and reporting of a multi-specialty healthcare organization with over $100 million in annual revenue

  • Spearheaded the implementation of a new enterprise resource planning (ERP) system, leading to a 20% reduction in monthly close times and improved data-driven decision making

  • Played a key role in securing a $25 million line of credit, enabling the clinic to fund strategic growth initiatives

  • Serves as a strategic business partner to the executive leadership team, providing valuable financial insights and recommendations


Senior Consultant, Andy Tabag Consulting (2016-10-01 to Present)
  • Advises clients on a wide range of financial and operational challenges, from cash flow management to process optimization

  • Developed and implemented customized financial models and reporting frameworks, enabling clients to make more informed, data-driven decisions

  • Facilitated organizational transformation initiatives, resulting in average cost savings of 12% across engagements


Vice President, Accounting, Finance and Operations, Clear Path Technologies (2007-08-01 to Present)
  • Oversees all financial and operational functions for this technology solutions provider, contributing to its consistent year-over-year growth

  • Led the successful integration of two acquired companies, streamlining financial and operational processes and achieving $3.2 million in synergies

  • Spearheaded the implementation of a robust financial planning and analysis (FP&A) framework, enabling the company to better navigate economic uncertainty


Past Roles


Vice President Finance, American Solar Advantage (2022-10-01 to 2023-11-01)
  • Played a pivotal role in the company's turnaround efforts, helping to improve gross margins by 8% and reduce operating expenses by 14%

  • Implemented a new financial reporting system, providing executives with real-time visibility into key performance indicators

  • Served as a strategic advisor to the CEO and Board of Directors, contributing to the company's long-term growth strategy


Academic Background


Andy holds a Bachelor of Science in Accounting from the University of California, Riverside, and is a Certified Public Accountant (CPA). He is also a graduate of the Harvard Business School Executive Education program, where he completed a course in Strategic Financial Management.

Areas of Expertise


  • Financial Management and Reporting

  • Financial Planning and Analysis (FP&A)

  • Operational Optimization and Process Improvement

  • Merger and Acquisition Integration

  • Strategic Business Advisory

  • Leadership and Change Management


Professional Impact


  • Recipient of the "CFO of the Year" award from the Riverside Business Journal in 2021

  • Invited to serve as a guest speaker at several industry conferences, sharing insights on financial best practices and organizational transformation

  • Actively involved in the California Society of CPAs, where he serves on the Accounting and Auditing Committee


Conclusion


With his extensive financial expertise, strategic mindset, and proven track record of driving organizational success, Andy Tabag is a valuable asset to any organization seeking to strengthen its financial operations, achieve sustainable growth, and navigate complex business challenges.