Denver, Colorado, United States
Experienced professional with a balanced background to qualitatively evaluate impacts to the 3-way financial statements. Curious mindset with ability to flex as needed while keeping a calm demeanor under pressure. Personally enjoy PMI's and partnering across various internal departments, motivating/mentoring team members, and promoting from within. Skilled in Generally Accepted Accounting Principles (GAAP), Leadership, Microsoft Excel, International Financial Reporting Standards (IFRS), Hyperion Essbase ERP, Oracle NetSuite, with a Master's Degree in Accounting from University of Northern Iowa, and active CPA.
Responsible and accountable to operating data center accounts revenue and AR, more specifically rent, utilities, CAMs, and 842 straight line lessor accounting. Manage a mighty team of two managers, who have multiple direct reports each. Partner to within the accounting group, finance, customer success, legal, sales, clients, and AI. I have a nack for reading lease agreements, redlines, and ensuring they align with strategic initiatives of the company. I do this with the assistance of human lead AI.
Re-org resulted in re-alignment of Accounting group to function based from entity based. Responsible and accountable to the accuracy of global revenue, and PMI with end goal to consolidate service platforms, and enable AR shared services. One direct report, Order Management/Global AR Manager, with a total of 10 team members, distributed across EMEA and NA. Business partner to Sales, SalesOps, Operations, Info Systems, Legal, PMI and R&D groups on an at least weekly basis. Systems: SalesForce, NetSuite
Verbit, a Vitac (VC backed) is a closed captioning, transcription, and other speech to text services using both human and AI technology PaaS and SaaS based models for media, entertainment, education, government, and legal verticals. Vitac, a closed captioning company focused on media was acquired by Verbit, an Israeli tech company in July 2021. Consolidated global annual revenues across 7 operating entities in the $MM's. Systems: QBO, NetSuite, ADP WFN, Tableau, Salesforce, Microsoft Applications Responsible and accountable for the operational review of financial reporting, AR, AP, payroll, order management for the US and Canada, and PMI transformation projects. 3 direct reports, with a total team of 10 team members dispersed across North America. Partner with all departments globally to drive business needs. Special projects: Implementation of NetSuite from QBO, ADP WFN from various platforms (including alignment of pay dates), AR auto dunning process, improved aging >90 days past due to under 5% of total o/s AR due, Zone Advanced Billing feature for PaaS customers via API with Snowflake, Rivery, Workato, and SalesForce Service Contracts. Key stakeholder in finding/selecting EBP broker, modeling medical plans costs. Annual financial statement audit, and 401k audit.
Vitac, a division of Verbit.ai
Cochlear (ASX: COH) is the global leader in R&D, manufacturing, and selling products and services for implantable hearing solutions. FY20 reported revenue of ~$1.4B AUD. -Responsible and accountable to Cochlear North America (USA & Canada) sales division P&L annual budget and quarterly re-forecast, approximately $500M USD per annum in FY20 product and services revenue, including SaaS division. -Provide frequent projection related presentations and analysis to various levels of management. -Partner to all groups within the business in understanding business needs and developing financial models for strategic initiatives. -Utilize Integrated Business Planning (IBP) methodology monthly. -Hyperion Planning and Hyperion Essbase ERP expertise.
Completed a 15-month secondment within Cochlear's R&D and manufacturing for the acoustics product line, Cochlear's 2nd largest product portfolio. -Responsible and accountable to OSIA project product portfolio 3-way financial statements. -Provided frequent global milestone financial results, risks/opportunities for OSIA prior to commercial launch. -Business partner to global clinical studies, and regulatory groups. -Responsible for the monthly global revenue reporting of middle ear implant product line.
Progressive titles and tasks during my tenure, starting as an Audit Associate, and leaving as an Audit Manager. -Audit exposure ranged from large global multi entity SEC Fortune 1000 Companies, mid-size, not for profit, start ups, and small clients. -Industry specialization within mining, metals, manufacturing, employee benefit plans, construction, research pharmaceuticals, investment funds, and governmental. -Executed yearend private and listed entities' annual audits, quarterly reviews, consents for debt and or equity offerings, interoffice reports, and 11-K's -Consistent clients: Thompson Creek Metals (NYSE:TC; since acquired by Centerra Gold), Molycorp Minerals (defunct), Denver Water (employee benefit plans), Orica, and Cochlear North Americas.