Established accounting and finance teams, setup systems and processes with emphasis on accountability and continual improvement.- Established financial, company and department KPI’s to support over 125% growth - Collaborated with executive leaders to drive fiscal discipline- Led pricing efforts to reduce churn by 50%- Oversaw NetSuite implementation in 3 months- Set up Canadian subsidiary with 25+ employees, managed EMEA/APAC consultants/vendors- Negotiated contract savings of over $1 million

Drove revitalization of OKR for performance management. Assisted with the integration of financial, accounting and HR teams and functions with publicly-traded parent. Developed bottoms-up annual plans for sales. Created board reporting. Developed industry and market tracking processes to anticipate macroeconomic conditions.- Led company effort to launch 2 additional revenue streams totaling $1.5M ARR- Managed ELT quarterly and annual planning for $90M operation- Negotiated vendor contracts

Established FP&A and Treasury functions. Reported monthly/quarterly results to PE investors including KPIs and SaaS metrics. Led quarterly and annual strategic planning. Managed banking and insurance relationships. Implemented and drove adoption of BI/visualization platform to drive performance. - Led financial diligence for $1.2B sale of SimpleNexus to nCino (ticker: NCNO) (January 2022)- Led financial diligence for acquisition of LBAWare, 50 employee software company (October 2021)- Led financial diligence for $108M Series B (November 2020) led by Insight Venture Partners- Teamed to lead integration of acquired LBAWare including personnel and technology while closing on nCino- Led integration of financial functions with publicly traded company (nCino)

Established accounting and finance systems and processes. Led software integration for: ERP (NetSuite), sales tax compliance (Avalara), expense management (Divvy, Expensify). Established and managed banking and insurance relationships. Created investment policy statement to govern $20M+ of cash. Led HR including benefits, compliance, payroll and recruiting during the first year. Managed financial statement audit and SOC II audits.- Led financial and HR diligence for $20M Series A (May 2018) with Insight Venture Partners- Earned additional $1M+ cash through investment policy- Helped managed company growth from 20 to 375 employees- Implemented ASC 606

Managed audit and consulting engagements while supervising audit team. Developed recommendations for financial and operational improvements for client leadership. Identified and tested business controls to help improve performance and reduce risks. Utilized computerized audit techniques to increase efficiency. Wrote social media posts to drive thought leadership and client development.- Managed audit teams covering dozens of clients across California.

Supported central financial planning and analysis for $3B health science company including daily, monthly and quarterly reporting, forecasting and budgeting. Supervised development of new reporting processes to provide ‘what if’ analysis to revenue and orders growth for sales and marketing team. Managed four-person daily revenue reporting process.- Reduced time to report daily revenue and orders by 75%- Drove $1M in interest savings by identifying improved cash procedures for credit card processing- Nominated for innovation award for financial reporting developed to support field engineers

Audited and reviewed companies consistent with GAAP and GAAS across numerous industries. Maintained year-round relationships with client leadership. Supervised and trained staff on engagements. Coordinated tax and advisory services. Helped drive improvements to clients’ internal systems. Worked with partners to resolve complex and regulatory issues.- Proposed and assisted with marketing and business development efforts- Assisted with firm-wide CaseWare implementation for paperless audit and tax services and storage- Handled client relationships for 20 annual engagements comprising 30% of division revenue- 92%+ chargeability maintained during 4 busy seasons