New York City Metropolitan Area
I’m a financial controller with software and technology company experience. My primary responsibilities include leading all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as development and management of internal control policies and procedures. I spent over eleven years working for the fifth largest accounting firm (RSM US LLP, formerly McGladrey) serving public and private clients. My specialization was in the software, technology and digital media and advertising sectors. I have experience dealing with issues that affect the technology industry for venture backed companies, specifically software revenue recognition, purchase accounting, goodwill impairment testing and complex equity transactions.
• Manage all accounting operations, including billings, accounts receivables, accounts payables, general ledger, cash management, costs accounting and revenue recognition • Prepare and publish monthly financial statements including global consolidation package and management discussion and analysis • Lead the month-end and year-end close process, including coordination with the company’s auditor • Lead analysis and implementation of new revenue (ASC 606) and leasing (ASC 842) standards • Coordinate and direct the preparation of the budget and financial forecasts and report variances • Develop and document all business processes and accounting policies to maintain and strengthen internal controls. • Research technical accounting issues for GAAP revenue recognition compliance • Manage compliance with local, state and federal government reporting requirements, including tax filings, payroll tax filings and sales tax analysis • Assist in the management of the company’s insurance and employee benefits program • Assist with the development of company policies, including employee handbook manual, IT Security policies, and creation of performance feedback reviews • Responsible for processing payroll and employee benefits contributions • Maintain the company’s human resource documentation
Conducted and managed audits, reviews, and compilations specializing in software and technology, software-as-a-servce (SaaS), media and advertising, publishing, professional services/service providers, and manufacturing. Client base engagement from small, start-up businesses to established operations • Responsibilities include overseeing planning, directing an audit team, ensuring the timely and accurate delivery of financial statements, managing client relationships • Plan and supervise various attest and assurance engagements, prepare financial statements and related disclosures, supervise the audit team’s daily responsibilities, prepare engagement budgets and monitor engagement economics and realization • Review and test clients’ systems of internal controls and accounting procedures, generate and present letters of recommendation to management and their audit committees, prepare/review financial statements and specialized industry requirements • Experience in accounting topics include: software and software-as-a-service revenue recognition, impairment of long-lived assets, capitalized software, business combinations, debt modification, warrants, foreign currency and stock-based compensation • Coordinated international audit procedures with internal resources and third party firms • Researched and resolved technical accounting issues in accordance with U.S. GAAP • Created and facilitated office trainings for new hires and experienced associates • Participated in IDEA and Caseware Champion Programs. Responsibilities include facilitating annual IDEA trainings, participating in weekly calls with national leader, and providing assistance to the New York Office • Participated in the firms’ pilot program for Caseware implementation. Responsible for providing bug reports, preparing how-to documentation for firm distribution, facilitating in-house training to the New York staff upon rollout • Participated as a Career Advisor and mentor to five professional staff
• Assist with buy-side and sell-side due diligence reporting
· Plan and supervise various attest and assurance engagements such as audit, review, and compilation engagements. · Prepare and review financial statements with related footnote disclosures to ensure compliance with Generally Accepted Accounting Principles. · Communicate directly with client's upper management. · Facilitate and execute multiple engagements simultaneously while addressing and adhering to client deadlines. · Document client’s internal control procedures and provide management with suggestions for improvement based on in-depth analysis. · Supervise and train audit staff on various engagements and prepare performance evaluations upon completion of fieldwork. · Provide quality services to the Firm and Firm's clients by performing the following duties and responsibilities: Develop relationships with clients and several teams across the firm, meet short-term and long-term deadlines while multitasking several engagements, take initiative to assist others in completing assignments. · Responsible for preparation of workpapers; including writing procedures, performing detail testing of business transactions, analytical procedures, and writing conclusions. · Work closely with audit team to maximize timely performance and thoroughness of our company's business objectives. · Assist in the recruiting process and new staff development · Actively involved in office's Community Action Team
Internship: responsibilities include maintained payroll records and journals, and managed accounts receivables