Bryan Anderson Email & Phone Number

Walpole, MA, US

Chicago, Illinois, US

Providence, Rhode Island, US

Upserve is the industry's leading full-service Restaurant Management Platform. In a single platform, Upserve offers the market-leading cloud point of sale for restaurants, actionable analytics, and seamless integration with leading third-party restaurant apps. Thousands of restaurants use Upserve to manage relationships with more than 32 million active.

Charlestown, MA, US

• Direct oversight of Accounting, Financial Planning & Analysis, Pricing and Fraud Prevention teams
• Manages daily accounting operations and month end reporting process
• Oversees monthly forecasting process and annual budget
• Implemented dashboards and trend analytics to provide visibility to sales channel, margin, and brand performance
• Performed data deep dives to identify cost savings opportunities within shipping expenses, marketing spend and product costs
• Implemented processes to reduce fraudulent chargebacks by over 40%

Sunnyvale, California, US

• Finance lead for $10M high growth SaaS business unit with responsibility for Revenue Operations, Sales Operations, Financial Planning and Analysis, and Accounting activities
• Conducted monthly business reviews with executive team and created quarterly reporting package
• Revenue operations activities included contract review, order management and approval, and revenue recognition determination. Performed software revenue recognition analysis and tracked deferred revenue in compliance.
• Sales operations activities included sales opportunity pipeline tracking, sales commission administration and analysis, and customer support management
• FP&A activities included monthly revenue and expense forecasting, annual budget preparation, budget versus actual comparative analysis, and ad hoc analysis of customer and transactional data
• Accounting activities included month end close management and internal financial statement preparation

US

• Managed annual financial statement audit and acted as main point of contact for resolution of audit-related issues
• Prepared monthly financial statements for external lenders and the Board of Directors
• Managed daily activities of four accounting staff and prepared quarterly performance evaluations
• Oversaw all functional accounting areas including revenue recognition, debt, equity, receivables, payables, and fixed assets
• Applied SOP 97-2, SAB 104 and EITF 00-21 in reviewing software license contracts and service agreements for revenue recognition implications
• Integrated a newly acquired company into the existing general ledger system

GB

• Audited approximately ten private and public clients per year in manufacturing, retail, distribution, publishing, and advertising
• Provided leadership to and supervised up to three staff auditors per engagement, in a team-oriented environment, while meeting rigorous deadlines for completion and submission of deliverables