AT

Andy Tabag

Andy Tabag, CPA


Financial Controller | Senior Consultant | Planning & Accountability Coach

Professional Overview


Andy Tabag is an accomplished finance and operations professional with over 15 years of diverse experience spanning the healthcare, technology, and consulting industries. As a versatile leader, he excels at aligning financial strategies with organizational objectives to drive sustainable growth and profitability.

Experience Summary



Current Roles


Financial Controller, Riverside Medical Clinic (2023-12-01 - Present)
  • Oversees all financial operations, including budgeting, forecasting, and financial reporting

  • Implements robust internal controls and accounting procedures to ensure compliance and mitigate risk

  • Collaborates with cross-functional teams to optimize resource allocation and operational efficiency


Senior Consultant, Andy Tabag Consulting (2016-10-01 - Present)
  • Provides strategic financial and operational guidance to clients across various industries

  • Specializes in process improvement, cost optimization, and organizational transformation initiatives

  • Leverages data-driven insights to help clients achieve their business objectives


Vice President, Accounting, Finance and Operations, Clear Path Technologies (2007-08-01 - Present)
  • Leads the finance, accounting, and operations functions, ensuring alignment with the company's strategic vision

  • Oversees the development and implementation of financial policies, procedures, and systems

  • Drives continuous process improvement and cost optimization efforts to enhance profitability


Planning & Accountability Coach, 'Vision For Success Coaching (2019-01-01 - Present)
  • Provides coaching and mentorship to help individuals and teams achieve their personal and professional goals

  • Facilitates workshops and training programs on effective goal-setting, time management, and accountability


Previous Experience


Vice President Finance, American Solar Advantage (2022-10-01 - 2023-11-01)
  • Played a key role in the company's strategic planning and financial management during a period of rapid growth

  • Implemented robust financial controls and reporting systems to ensure transparency and compliance

  • Collaborated with cross-functional teams to streamline operations and improve operational efficiency


Academic Background


  • Master of Business Administration (MBA), University of Southern California

  • Bachelor of Science (BS) in Accounting, California State University, Fullerton

  • Certified Public Accountant (CPA)


Areas of Expertise


  • Financial planning and analysis

  • Budgeting and forecasting

  • Internal controls and compliance

  • Process improvement and optimization

  • Strategic decision-making

  • Leadership and team development


Professional Impact


  • Spearheaded the implementation of a cloud-based financial management system, resulting in a 20% reduction in administrative costs and a 30% improvement in reporting accuracy at Riverside Medical Clinic

  • Played a key role in the successful integration of two acquired companies at Clear Path Technologies, leading to a 25% increase in operational efficiency and a 15% improvement in profit margins

  • Developed and delivered customized coaching programs that helped 'Vision For Success Coaching clients achieve over 80% of their stated goals


Conclusion


With a proven track record of driving financial and operational excellence, Andy Tabag is a versatile finance and operations leader who is adept at aligning strategic initiatives with measurable results. His broad industry experience, technical expertise, and coaching skills make him a valuable asset to organizations seeking to maximize their financial performance and operational efficiency.