• Review all fully executed contracts to determine accounting treatment based on established ASC 606 framework. • Responsible for finalizing monthly revenues from an ASC 606 perspective. • Prepare remaining performance obligation analysis on a quarterly basis. • Subject matter expert as it relates to Sales Operations from an Accounting perspective, requiring in-depth knowledge of Salesforce (CPQ and MDQ) and NetSuite.

• Review new customer contracts as well as amendments, for accuracy and completeness for both the information the customer signs as well as the opportunity set up within Salesforce.• Assist with preparing internal sales reports to ensure timely and accurate information is reflected at all times.• Assist in reconciling Salesforce against NetSuite to ensure customers are billed accurately and timely.• Reconcile the cost of goods sold account on a monthly basis.• Reconcile and update nCino licenses assigned to customers.• Manage nCino’s relationship with Iron Mountain, including the filing of escrow agreements and performing escrow agreement audits.

•Led sponsor specific quarterly reconciliation process, requiring education and oversight of key individuals to ensure smooth implementation and management •Increased responsibilities department wide (e.g): enrolling in mentoring program, educating new team hires on sponsor specific processes, increased role in client facing financial reporting.

• Responsible for daily financial management of complex Phase II-IV clinical trials • Integral role in contract modification process• Responsible for tracking, analyzing, and commenting on study specific financial movements on a monthly basis• Frequent meetings with project teams to assess study needs, monitor financial metrics, and ensure financial deliverables are met

•Advanced use of close.io CRM to pursue leads that were doing exceptionally well on Untappd’s business platform. Frequent procurement of qualified leads, requiring further research into specific venue•Coordination with Business Analysts to ensure opportunity completion and close of sale•Responsible for monthly quota of 240 software demonstrations scheduled

•Client liaison representing the Moretz Mill venue. This involved constant customer interaction, from meetings with potential clients to aiding staff and guests whenever necessary•Miscellaneous activities: Oversight of event and event setup, inventory management, ensuring sound and lighting equipment functioned correctly