Alexis Shultz Forest Email & Phone Number

Massachusetts, United States

Ridgeland, Mississippi, Us

The Treasurer reports to the Finance Committee and the Board of Directors and is responsible for overseeing all facets of the financial operation of the Pantry including the annual budget, financial performance reporting, audit and tax.

Boston, Ma, Us

+ Hire, manage, support and mentor team of 8 who specialize in contracts, AR, revenue recognition (605 & 606), day-to-day M&A integrations, domestic & international payroll entries and reconciliation, consolidation of domestic and international subsidiaries, balance sheet account reconciliation & income statement quality control and trending + Monthly close review and reporting including in depth analysis of balance sheet and cash flow reporting for use by management, lender, and board of directors. Reporting includes spreadsheet analysis and slide deck color commentary+ Manage domestic and international audits for US GAAP, IFRS, India, Hong Kong, Japan and lender reviews + Manage US & State and Global Corporate Income Tax returns and R&D tax studies+ Purchase accounting (ASC 805) and closing/opening balance sheets for M&A+ Support and facilitate information gathering for annual valuations for equity and goodwill impairment reviewsAnaqua is a premium provider of integrated intellectual property (IP) management technology solutions and services. Anaqua’s solutions combine best practice workflows with big data analytics and tech-enabled services to create an intelligent environment designed to inform IP strategy, enable IP decision-making, and streamline IP operations. Today, nearly half of the top 100 U.S. patent filers and global brands, as well as a growing number of law firms worldwide use Anaqua’s solutions. Over one million IP executives, attorneys, paralegals, administrators, and innovators use the platform for their IP management needs. The company’s global operations are headquartered in Boston, with offices across the U.S., Europe, and Asia.

Walnut, Ca, Us

Among other things some of my responsibilities include:+ Own all aspects of our financial accounting and operations.+ Manage historical and current bookkeeping, P&L, A/R, A/P, GL, revenue recognition, aspects of payroll, and financial reporting to Board, investor, and management stakeholders.+ Drive an efficient month-end close process including reconciliations, schedules, variance analysis, commission payouts, and financials drafted in accordance with GAAP.+ Support tax accountant with annual filings and prepare for audits + Build and manage the primary financial model.+ Track and report on SaaS financial metrics including ACV, ARR, MRR, CAC, runway, retention (gross and net) and be able to benchmark to similar SaaS companies.+ Help lead budget planning and partner with our management team to advise on strategy, reporting, budgeting, and overall decision making.+ Manage cash, debt, and equity.+ Help develop and mentor teammates as opportunities came up.

Concord, Ma, Us

All the same stuff, still in a SaaS environment, but from the ground up this time, and through to exit. The experience I gained building the department and seeing it through acquisition taught me so much about best practices and teamwork! It was an absolute privilege to work, learn and teach with the amazing people at SmashFly.

City Of London, England, Gb

Controller – January ‘13 – May '15Assistant Controller – June ’11 – December ’13Senior Accountant June ’10 – May ‘11Responsibilities Include:+ Handle all accounting and finance matters for both the US and London office, including SaaS revenue recognition, commission administration, partner revenue share, AP, AR, fixed assets, expense reporting, travel, credit, GL, payroll, loans, payroll tax, franchise / income tax; responsible for cash flow; close books and prepare financial reports for monthly and yearly review by board and external users. + Participate in financial strategic planning, prepare budget and forecasts of P&L and cash flow, review of budgets vs. actual to ensure accuracy+ Manage annual audit and develop internal control systems, recommend areas for improvement both financial and operational, and establish new accounting policies and procedures + Streamlined the accounting process by going paperless, creating an accounting manual, and establishing process and structure around ACH, WIRE and CHECK payments and payroll+ Involved in HR function including new employee on-boarding, benefits, salary, review and paid time off administration+ Assisted in M&A activity culminating in the purchase of a UK based company+ Created and implemented an accounting system which fit both UK & US accounting standards + Provide direct supervision to accounting staff, coaching and mentoring employees, while also recognizing employee accomplishments and providing constructive feedback.+ Support Sales Operations in presale pricing review and post close administration + Extensive Experience with: QuickBooks Enterprise, Microsoft Office products (i.e. Excel, Outlook, PowerPoint), Salesforce, ADP, Paychex, Payright Payroll, Certify Expense Reporting and Atlas Travel

Responsibilities include: + A/R, A/P, Cash, Payroll, Account Reconciliation, Annual Compliance Audit, Backup Schedules, Policy and Procedures+ Create and present annual budget and cash flow plans for approval with quarterly updates directly to Head of School and Board of Directors + HR responsibilities include contract negotiations, benefit administration, payroll, CORI checks and plan administration, and support general employee needs + Managed the financial aspects of acquiring permanent space resulting in the purchase of lakeside real estate used as a summer camp + Created a 5 year plan with input from local bankers, major donors, alumni and guarantors

Mba, Accounting

Msa, Accounting

Bs, Business Administration Concentration In Accounting