San Francisco, California, United States
Technology industry executive with proven success in building and growing high functioning, world-class teams. I built my career on being a solution oriented, trusted advisor to high growth technology companies. Post EY - Manage the finance and controllership function for a multi billion dollar technology company with global operations. Experience includes leading the finance and accounting functions through M&A divestitures, complex revenue transactions, revenue forecasting, debt/equity, tax, and financial reporting. I also oversee the revenue operations function, including the transition to a subscription model, contract terms and conditions, and deals desk diligence. During my years at EY - I have helped my clients successfully complete public offerings (domestic and foreign), acquisitions, private placements and accounting policy implementations and adoptions. I am very proud to have worked with clients from their early rounds of funding through to the point of international expansion and multi-billion-dollar revenue performance. My experience provides my clients and colleagues with a unique perspective on their business, accounting and growth issues. Not your typical audit executive solely focused on executing audits – I am an excellent relationship manager working closely with both finance and non-finance personnel, providing advice, guidance and knowledge-sharing within my organization and to clients. My teams would tell you that I am approachable, caring, a creative problem solver, and a thoughtful colleague. I pride myself on coaching and mentoring my teams. My competencies include: • Contract negotiation, business development, business unit development/growth domestically and abroad. • US GAAP, IFRS, SOX 404 / internal control over financial reporting, both first year implementation and gold standard, technical accounting • SEC filings, including S-1/F-1 IPO registration statements (both domestic and foreign private issuers) and proxy statements • Revenue recognition (ASC 606 and IFRS 15), tax, mergers and acquisitions • Evaluation and testing of new system implementations, including revenue recognition software, billing systems, commission systems, payroll systems, equity systems and overall ERP systems • Cross functional collaboration with PLM, Sales, Legal, Operations, HR, etc.., business development and public speaking Certified Public Accountant, active and licensed in the state of California Member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants
I have served high growth companies in the Bay Area for over 15 years. I have built my career on being a solution oriented, trusted advisor to technology companies from early rounds of funding through Fortune 500 status. Having worked with Fortune 500 companies and having led technology company IPOs, I bring passionate expertise to early stage companies, helping them transition from a private company mindset to public company cadence. From revenue recognition to 409a valuations and from growing control environments to world class SOX compliance, I am not afraid to dive into the trenches and navigate the way to a successful outcome. I know getting the accounting and finance side of the house in order is a challenge, but also know that uncharted waters are an opportunity to build a solid foundation.