Jeff Boucher Email & Phone Number

San Jose, California, US

PanTerra is the leading provider of Streams, its cloud-based fully managed and self-managed unified cloud IT service solution for mid-market enterprises (MME). The Company's Streams service provides Unified Communications, Team Messaging, SmartBox File Sync & Share, and Business Analytics solutions delivered universally from an ultra-secure cloud to.

• Member of the Executive Management team reporting to the CEO. Responsible for all Finance, Legal, and Human Resource operations.
• Evaluate and restructured the accounting and reporting systems to facilitate better reporting capabilities.
• Interrogate company cost structure and moved to lower cost service providers to reduce overall burn rate.
• Complete redesign of planning and forecast model to better measure and maintain key financial metrics.

Fort Lauderdale, FL, US

• A key member of the Executive Management team and instrumental in its successful acquisition by Citrix Systems in July of 2012. Actively participate in planning and implementing corporate growth strategies. Help lead.
• Key individual in due diligence process with the sale of the company to Citrix
• Work closely with CFO on all capital functions, including equity, debt management, and currency hedging.
• Responsible for presenting quarterly financial reports to the board of directors, executive management team, and at company-wide all hands meetings.
• Coordinate and manage company’s timeline to SOX preparation and compliance.
• Extensive knowledge and application of revenue accounting standards ASC 605 and ASC 985 (formerly SOP 81-1, SOP 97-2, SOP 98-9, SAB 104, EITF 00-21, EITF 08-1, and EITF 09-3).

Fort Lauderdale, FL, US

Santa Clara, CA, US

• Worked closely with CFO in restructuring the operations to resolve critical issues pertaining to pre-existent insolvency of corporation. Assisted in drafting a plan to control and restructure finances including issues.
• Responsible for all public filings with the SEC including Form 10K, Form 10Q, and proxy statement.
• Oversaw all the day-to-day operational accounting activities, including the annual and quarterly close, account reconciliation, general ledger maintenance, customer billings and collections, payroll, and federal, state.
• Designed monthly budgeting tool to assist managers with information and objectives to reduce and implement cost cutting measures in their departments
• Assisted in achieving profitability within 90 days and maintaining it.
• Oversaw the application of revenue accounting standards ASC 605 and ASC 985 (formerly SOP 97-2, SAB 101, EITF 00-21, SOP 98-9, SOP 81-1)

• Key member of the executive management team in overseeing and developing a high growth technology company from start-up stage to maturity.
• Developed and maintained a complex revenue-forecasting model to analyze corporate revenue sources in compliance with ASC 985 (formerly SOP 97-2).
• Handled all the day to day operational accounting activities.
• Created and implemented various accounting processes such as monthly close, billing, collections, and employee expense reimbursement.
• Provided financial information and analyses including forecast budgeting and due diligence data for private offerings.
• Member of management team that designed an online customer management system.

• Part of Management Team responsible for establishing and implementing corporate accounting policies.
• Managed the monthly close and reviewed monthly financial information for accuracy and reasonableness.
• Provided financial data for the 1999 10K and assisted in drafting footnotes.
• Compiled and analyzed the quarterly Funds From Operations (FFO) numbers.
• Responsible for daily cash management of funds up to $50M.

Palo Alto, California, US

• Oversaw and performed financial audits ranging from small to large private companies in the Bay Area.
• Participated in and managed planning, fieldwork, and completion of financial statements.
• Worked with clients to provide mergers and acquisitions analyses, internal control reviews and assessments, tax preparation, budgeting and cash flow forecasting.
• Part of efficiency task force committee, which reengineered firm wide audit approach to improve efficiency.