Molecular Templates is a public clinical-stage biopharmaceutical company focused on the discovery and development of the next generation of immunotoxins called engineered toxin bodies (ETBs).NASDAQ: MTEM• Completed 2023 Y/E audit with external auditing firm E&Y and manage quarterly reviews.• Direct the accounting team through monthly close processes, utilizing SAP to maintain efficiency and accuracy in financial data.• Develop and present comprehensive financial statements, including P&L, Balance Sheet, Statement of Shareholders’ Equity, and Cash Flow, supporting strategic decision-making.• Lead cross-functional collaboration for CPRIT grant reporting and executed an agreed-upon procedures (AUP) audit, ensuring alignment with grant requirements.• Lead 401k & WC audit.• Establish & maintain internal controls to ensure accuracy and integrity of financial information.• Prepare clinical accruals, supporting accurate financial forecasting and reporting.• Manage sales tax, payroll, AP runs, equity administration, inventory reporting, and expense reports utilizing Concur.• Review SEC filings.• Cash management and forecasting, aligning financial resources with strategic objectives to optimize liquidity.• Coordinate with tax consultant for tax provision and NYC correspondence tax audit.

Manufacturer and E-Commerce company headquartered in Osaka, Japan.• Manage all aspects of financial operations for the E-commerce business.• Oversee revenue recognition, cost of goods sold (COGS) calculations, and margin analysis to optimize profitability in a high-volume digital retail environment.

Aktiv Pharma Group is a Specialty Pharmaceutical company developing drug products in a range of proprietary delivery systems.Achievements:- Successfully completed FY2022 close and brought FY2023 current in an expedited timeframe. - Successfully built up the accounting department by hiring staff, implementing FloQast system to automate and scale the accounting operations, and establishing internal controls.- Recovered over $120,000 in duplicate payments. • Prepared financial statements in accordance with US GAAP for distribution to senior management.• Implemented ASC 842 creating necessary schedules.• Converted from QuickBooks Desktop to QuickBooks Online.• Managed BDO FY2022 review.• Worked with external tax consultants on preparation of R&D tax credit and 2022 tax return with BDO.• Prepared 13-week cash forecast and managed LOC.• Prepared and submitted insurance renewals.

Viveve Medical was a public women’s health medical device technology company that manufactured the Viveve System (cryogen-cooled monopolar radiofrequency device).Nasdaq Listed (VIVE)Company Closure 2023Achievements:- Successfully led the company to clean and on-time audits as Controller.- Major contributor in successful implementation of Netsuite ERP.- Reduced month-end closing time by 25% through automation and creating efficiencies in processes.- Cleaned-up S&U tax delinquencies and established processes to ensure accurate and on-time reporting. - Reduced FloQast system cost by 20% through contract negotiation.• Oversight of the company’s internal accounting controls and SOX 404 documentation and compliance.• Performed SOC 1 report reviews quarterly and maintained checklist.• Worked with CEO, CAO, legal counsel, and auditors in the preparation of SEC filings & disclosure committee member.• Managed audits with external auditing firm BPM and tax consultant for tax provision.• Completed flux analysis quarterly feeding into SEC filings.• Team member involved in business model change from capital model to a lease model.• Debt covenant reporting.• Led annual insurance renewal process.• Evaluated inventory for E&O.• Established costing methodology for remanufactured inventory.• Managed sales and use tax reporting using Avalara including analyzing economic nexus and registering with tax jurisdictions.• Managed accounting for leases under ASC 842 and revenue recognition under ASC 606.• Financial tracking of PURSUIT clinical trial costs for over 30 sites.• Performed accounting research and memo documentation.• Supported FP&A in budgeting and forecasting.• Established new reporting that improved both compliance and internal communication.

DISH delivers Direct Broadcast Satellite (DBS) television products and services to customers worldwide. ECHOSTAR: EchoStar designs, manufactures, and distributes advanced television set-top boxes and related products.Achievements:- Streamlined standard cost update process through Oracle system improvements, process improvements, and new Hyperion reporting eliminating 40% of the overall process time.- Developed internal inventory ordering process by leading the nationwide implementation of a web-based application for use in both EchoStar and Dish Network saving $60K annually.- Streamlined DNS sub inventory activation\deactivation process using a data validation tool saving $25K annually.- Streamlined part setup process by creating import functionality saving $17K annually.- Successfully transitioned corporate inventory reconciliations to Blackline.- Top three manager based on departmental survey.• Financial reporting for six entities including Sling TV, EchoStar Technologies, Dish Mexico, Sling India, Troppus, and Sage.• Analyzed equipment sales of over $1 billion annually from EchoStar to DISH to ensure contractual margins.• FP&A - Prepared annual budget for Accounting, Tax, Internal Audit, and Treasury groups.• Interpreted new legal contracts and modified business processes accordingly.• Monitored Bills of Materials for accuracy and provided analysis for manufacturing variances.• Performed quarterly standard cost updates for both Dish and EchoStar.• Oracle setup and maintenance – Inventory and Order Management modules.• Monitored inventory transactions to ensure adherence to internal controls and safeguard inventory of up to $750MM.• Responsible for $1.5B in programmer accruals.• Worked with external auditors quarterly.• Managed SOX 404 documentation and compliance.

Adjunct Instructor for Westwood College 2010-2016 teaching Accounting, Audit, Business, & Management courses.

Controller for biotech company dedicated to advancing science by using transplantable cells and tissue for regenerative therapies.Achievements:- Led business improvement initiatives including procurement processes resulting in an increase in product profitability and improving working capital velocity. • Preparation of financial statements.• FP&A - Prepared annual budget and presentation material for board of directors.• Preparation of tax return.

Assistant Controller for the “Ski-Nautique” boat manufacturer with annual revenue of $70+ million headquartered in Orlando.Achievements:- Achieved “Super-User” status with Vantage software to lead company-wide implementation and training.• Reviewed financial statements for headquarters and subsidiaries and assisted the controller in preparing information for presentation to the board of directors. • Responsible for patent royalty income tracking and collection.• Prepared sales and use tax returns for corporate office and NY subsidiary.

Assistant Controller for the world leader in aftermarket automotive voltage regulators and rectifiers with annual revenue of $100+ million headquartered in Orlando, with subsidiaries in Germany and China.• Full general ledger management for headquarters in Orlando using JD Edwards system.• Financial statement preparation with seven-day close schedule.• Supervised accounting manager with oversight responsibility for A/R, A/P, & Cost Accounting.• Performed intercompany reconciliations. • Inventory reconciliation with obsolescence reporting.• Fixed asset management and reporting.• Assisted with quarterly and year end bank audits.

Flextronics is an Electronics Manufacturing Services (EMS) provider focused on delivering complete design, engineering and manufacturing services to aerospace and defense, automotive, computing, consumer, industrial, infrastructure, medical, clean tech and mobile OEMs. Accounting Manager for the Niwot, CO, Palm Harbor, FL, and Binghamton, NY divisions.Achievements:- Member of core team responsible for returning $3M in plant closing costs back to the company.- Successfully led the implementation of Baan ERP including formulating & presenting implementation plan to senior management at corporate headquarters in San Jose.- Consistently performed closings within two-day corporate schedule and maintained “Best in America” status for on-time reporting. - Won company award for completing year-end reporting first over all other world-wide locations. • Financial statement preparation and subsequent reporting to corporate HQ and internal managers with variance analysis.• Developed daily injection molding production report for daily accounting and operations review meeting.• FP&A - Budget and forecast responsibilities including twelve-month rolling forecast and annual budget and established dashboard for key performance indicators (KPIs).• Financial modeling for new customer projects.• Financial reviews with senior and executive management.• Managed standard costing and performed cost updates.• Created Access databases to streamline bank reconciliations and intercompany reconciliations.