San Carlos, California, United States
• First FTE accounting hire • Designed and executed NetSuite environment and reporting to sustain rapid revenue growth from $1M to $200M/year while maintaining separation of duties and internal controls with the same team headcount • Reduced month end process from 10 to 5 days, while continuously working on process improvement • Managed implementation of new improved AP approval workflows in ERP, reducing process redundancies and insuring reliable internal controls • Designed and managed roll out ERP inventory costing method change from Standard to Specific, resulting in reducing financial close time by one day and providing greater visibility to product cost/unit for executive reporting and planning • Designed and managed roll out of interim RMA process, educating Customer Support team about ERP RMA process and improving inventory management • Migrated stock compensation expense calculation and tracking to Carta (web application), reducing time for annual audit preparation, dependencies on external parties, and providing long term compensation visibility to employees • Designed and managed roll out of Expensify, greatly improving employees’ satisfaction • Designed and developed Finance intranet page with published the Company’s policies and processes’ flowcharts • Managing financial, property tax and 401K audits • Managed external consultants and rolled out Rev Rec under NRS 606 and ASC842-Leases
• Designed and executed new revenue standard ASC 606 full retrospective revenue recast to align with acquiror policies • Managed Business Unit monthly & quarterly close adapting to publicly traded company pace and requirements • Served as Hardware evangelist for Finance, Accounting, Revenue, Order Management, Business Transformation, Sales Operations and Pricing Operations departments, educating pure software company to hardware conversion • Recommended design for new Product & Packaging SKUs attributes to address Business Unit scaling • Led new SKUs systems and general availability rollout in collaboration with Revenue, Accounting, Marketing, BTA, and SOX compliance teams • Managed team of 5-8 employees and consultants
• First FTE accounting hire • Planned and executed NetSuite implementation from QB with the “go-live” date three months earlier of original plan with no issues • Lead integration of the Company’s ERP system (NetSuite) with multiple applications (SalesForce.com, Bill.com, Expensify, 3PL connector) to insure the most optimal business processes, accuracy and timeliness of financial reporting • Performed technical accounting research for GAAP financial reporting related to topics: – ASC 985-605 Software Revenue Recognition – ASC 605-25 Revenue Recognition – Multiple Elements Arrangements • Managed external audits and corporate tax preparation with external parties • Managed month end process while continuously working on processes improvement • Defined and established accounting policies and procedures • Trained and managed team of 2-5 employees and external consultants
• First accounting hire • Planned and executed financial due diligence for two acquisitions and for debt and equity financial rounds • Planned, managed and executed Intacct implementation and integrated 10 subsidiaries to Intact • Prepared US GAAP consolidated financial statements for 10 subsidiaries in North America, Europe and Australia • Conducted comprehensive financial analysis and monthly reviews with VP of Finance • Analyzed and prepared monthly reporting package for individual subsidiaries and global consolidated financial statements for management and external parties • Performed technical accounting research for GAAP financial reporting related to topics: – ASC 805-20 Recognizing the Identifiable Assets Acquired and the Liabilities Assumed on an Acquisition – ASC 830-30 Translation of Financial Statements – ASC 985-20 Research and Development Costs of Computer Software – ASC 740-10 Transfer Pricing compliance • Managed external audit and corporate tax preparation with external parties • Managed external consultants for preparation of 409A Valuation Reports and for the acquisitions’ Purchase Price Allocation