Hoboken, New Jersey, United States
Corporate Accounting and Finance executive with a wide breadth of experience that includes Controllership, M&A analysis and integration, SAAS Reporting and early-startup to late-stage expertise in Accounting and Finance administration. CPA and former Big 4 Sr. Mgr. highly experienced with SAAS services from early-startup to late-stage including talent acquisition, branded content, digital media production and other cloud-based hosting services provided to the largest logos in diverse industries. Consistent results have been achieved transforming ordinary finance and accounting departments into valued contributors to senior management using "best practices" learned from hands-on commitment and accountability.
• Manage the Accounting Department in a fast-growth tech company including A/R, A/P, Payroll, IT Administration (Netsuite and Concur), J/E approvals, treasury admin, and HR-related matters that affect accounting (e.g new hires, terminations, bonuses, stock comp, etc). • Oversee and implement improvements to the monthly / quarterly / annual close. • Responsible for overseeing the annual financial audit and running the day-to-day activities and communication with 3rd party audit firm including accounting and tax. • Assist FP&A team to produce accurate reflections of historical data and assist with financial data support to create the annual budget and rolling forecasts, while developing processes to identify and explain budget vs. actual variances as they occur on a monthly basis.
• Managed the Accounting department, Rev Ops team and Collections staff and resolved daily operational issues. • Oversaw the monthly/quarterly/annual close and preparation of consolidated financial reporting. • Assisted FP&A, Executive Management and functional BU leaders to create the annual budget, while developing processes to identify and explain budget vs. actual variances on a monthly basis • Supervised the annual independent audit. • Assisted FP&A with the creation of detailed historical financial results for Executive Management, the B.O.D. and Stakeholders.
• 1st Controller - Successfully managed the accounting department during period of significant growth with limited resources. • Worked with FP&A to create and continuously upgrade monthly financial/KPU reporting to executive management and quarterly / annual financial statements for the BOD. • Provided technical accounting guidance including transition to ASC 605 / 606 with SAAS considerations. • Managed and administered all accounting policies and internal controls. • Primary contact for our annual independent audit and tax compliance (including UK filings). • Administered federal and state tax filings, insurance policies and stock compensation reporting. • Assisted FP&A with budgeting, cash forecasting, capex analyses, equity tracking, and all technical accounting issues.
Supervised and performed fast-paced consultancy for several late-stage startups. Actual project requirements included: Financial Statement Close: • Reduced time to close • Minimized errors in the close process • Implemented sustainable, consistent & controlled close processes • Enhanced upstream and downstream reporting • Designed process to adhere to SEC reporting needs Internal controls: • Assessed entity and control risks • Evaluated the control environment • Documented processes, policies and controls • Suggested improvements to controls Financial Reporting: • Designed processes that improved efficiency and consistency • Centralized information management • Standardized reporting, including situations with multiple divisions • Created financial reporting templates including financial highlights and KPIs
• Managed the accounting department and prepared monthly and annual financial statements for executive management and the BOD. • Managed and administered all accounting policies and internal controls, including SaaS considerations, in order to improve procedures and comply with recent GAAP updates. • Served as primary contact for the annual independent audit and all related federal and state tax filings. • Administered insurance policy updates, 409a valuation support and stock compensation expense reporting. • Managed legal department and served as administrative contact with outside counsel. • Assisted with budgeting, cash forecasting, capex analyses, equity tracking, and all technical accounting issues.