San Francisco, California, United States
Highly experienced accounting and finance professional with a demonstrated history of building and managing accounting and finance departments for global organizations. Skilled in Operational and Technical Accounting (GAAP and IFRS), Financial (SEC) and Operational Reporting, Process and Systems, Financial Analysis, Budgeting and Planning, Auditing, and Internal Controls.
Overseeing global accounting operations business and finance transformation. CAO organizational remit includes domestic and international accounting, consolidation, technical accounting, reporting, payroll, equity administration, direct and indirect tax, treasury, revenue, billing and collections, deal desk and order management, procurement, real estate, business applications, digital transformation, and SOX. Team includes 134 professionals with 8 direct reports. Responsible for establishing two global capabilities centers (GCCs) in India (Hyderabad and Bangalore) and overseeing transition Finance transition. Directly responsible for the hiring and scaling of a 70 member team. Initial hiring and transition successfully completed within a 6 month window. Leading/oversight for major cross functional business and finance transformation initiatives including the replacement of the company's consumption billing solution (Zuora), rearchitecting of the company's Salesforce instance with the goal of increasing deal velocity, improving forecast accuracy, and reducing manual intervention, the deployment of the company's equity management solution (Shareworks), and reimplementation of the company's commission compensation solution (Xactly), the rollout of a unified global payroll platform, modernization of accounting and close processes with wraparound solutions (Blackline), and the creation of and deployment of an RPA pilot program. Leading major initiatives to rearchitect the company's revenue model, including working to redefine the nature of the goods and services the company delivers to customers (performance obligations) and working with go to market teams to refine/redefine the company's buying programs and packaging with the goals of creating revenue consistency for the company and spend predicability for customers.
Oversaw global accounting operations with a department of 68 and 9 direct reports for a leading RPA software developer. Led IPO readiness initiatives covering accounting, reporting, policy, internal controls, systems, process, and people. Initiatives included the reimplementation of Salesforce CPQ and the implementation of Salesforce Billing, Zuora Rev Pro, Workiva, Cloudpay; the buildout of back office shared services managing global payroll, international accounting, billing, and collections; rearchitecting of the company's revenue and contracting models to help facilitate customer migration from the company's on-premise products to its cloud native products while optimizing revenue and ARR outcomes; rearchitecting the company's booking and commission policies; and rearchitecting/refining the company's key performance metrics and associated definitions. Executive member of global deal desk and partner/channel, bookings, and commissions councils.
West region leader for Agile Business Finance and Digital solutions. Focused on finance transformation through process, systems and technology, internal controls, and finance organizational optimization; IPO readiness; M&A cross-border transactions and post acquisition integration; and accounting for complex transactions. West region subject matter expert for business combinations, consolidation, derivatives and financial instruments, and lease accounting. Industry focus and expertise includes: Manufacturing, Consumer Business Industrial Products, Technology, Power Utility and Renewable Energy, and Medical Device.
West region leader for new leasing standard. West region leader for finance transformation. Focused on accounting change and transformation, IPO readiness, M&A cross-border transactions and post acquisition integration, and accounting for complex transactions. West region subject matter expert for business combinations, consolidation, derivatives and financial instruments, and lease accounting. Industry focus and expertise includes: Manufacturing, Consumer Business Industrial Products, Technology, Power Utility and Renewable Energy, and Medical Device.