- Netsuite and Salesforce administrator. - Lead operation systems roadmap and project managed integrations between all systems in the order lifecycle- Transferred warehousing to a new logistics company that reduced costs and errors, improved efficiency, and will scale with the business growth- Project managed and implemented new order to cash and revenue recognition policy for new subscription business within Salesforce and Netsuite. Trained Sales team on new procedure, troubleshooted issues, and integrated new requests from Sales leadership (such as discounting, approval flows, and validations) into both systems- Co-project managed (with Systems & Web Engineer) new payment processor using Netsuite instead of Recurly to authorize, charge, and refund customers. Defined business process flow, added workflow rules and triggers (in both SFDC and NS), tested in Sandbox instances and deployed in production.- Automated return process between Netsuite and Salesforce, and a separate (but connected) returns process between external warehouse and Netsuite. This involved two separate external consulting firms and coordination between the two teams in order to successfully test and deploy procedure. - Responsible for month, quarter and year end closes, overall accounting processes, corporate and sales tax returns, supervision and management of Accounting and Operations team. - Implemented internal controls and processes for automatic connections between systems, segregation of duties, inventory audits, sales bookings, and revenue recognition. - Continuous training, troubleshooting, and process review for Sales team with Salesforce, as well as the Accounting/Operations teams with Netsuite.

-Implemented accounting policies for the business (examples including expense reimbursement, bill payment procedures, customer credit checks and payment options, credit card management, tech allowance policy). Provided onsite training to employees.- Upgraded ERP from Quickbooks to Netsuite. Designed and project managed operation systems' roadmap- Set up accounting close procedures and brought accounting function internally from external accounting firm.- Connected Salesforce to Netsuite with Actian connector. Began to redesign Salesforce to fit the business needs and to ensure correct data was flowing between CRM and ERP platforms. - Project managed enhanced connector capabilities for serialized inventory, multiple shipping locations, and multiple shipping methods.- Became Salesforce Administrator and point of contact for the company for SFDC related requests, issues, and overall order to cash process.- Performed full Salesforce clean up which included implementing new page layouts, fields, workflow rules, validations, and user task/email notifications. Partnered with consultants to assist with project scope and was able to provide business leadership with reliable data and business metrics. Also involved data migration and data cleaning.- Promoted to lead the Operations department as Biz Ops Lead. Included warehouse and inventory management, shipping and logistics, and customer order/return interfacing. - Recruited and hired two staff (Accountant and Operations Specialist). Provided training and management.

- Promotion to manage $500M revenue business, reporting directly to the Cisco Accounting Director and Meraki Executive team. - Managed a team of six. Provided training, coaching, leadership and performance evaluations for the team. - Ensured monthly close remained at three days, six days for consolidated reporting to Cisco, and that the financials were accurate and provided to FP&A, Revenue Accounting, and Executive teams timely- Lead and completed external audits for UK subsidiary (IFRS and GAAP) and IRS Sales & Use Tax Audits - Set up VAT processes for European customers’ order lifecycle and implemented policies for monthly/quarterly reporting to NL VAT Authorities- Involved with assessing and assisting large financial deals requiring finance terms or financing through Cisco’s various Financing Departments and Meraki Sales/Sales Ops (Secured/Unsecured Debt)- Revenue Recognition evaluation and process map for Meraki products- Royalty fee, Partner incentive programs, and Partner discount calculations and payment- Part of many Cisco integration projects to align Meraki processes/systems to Cisco’s. Examples are: Expenses, Billing, Revenue Recognition, Financing terms, Ordering lifecycle, Inventory Management, Financial Close

Senior Accountant - Meraki- Responsible for month end close procedures with Accounting Manager and Controller. Able to bring close down to three days. Included all aspects of the financial close (bank, inventory, receivables, payables, accruals, assets, tax, revenue, deferred revenue, expenses). - Performed sales and use tax return filing and payments, as well assisted with Corporate tax and Property tax returns- Reviewed customers seeking credit terms and determined if an extension of unsecured credit could be provided.- Calculated and provided support for royalty payments due to vendors- Project managed external audit on UK subsidiary- Redefined process for selling to European customers from Netherland warehouse. Worked with VAT consultants to understand, define a process, and implement VAT filings for NL warehouse. - Worked with external consultants to create an invoicing system appropriate for European customers since ERP did not have capabilities.

Senior on the Wells Fargo & Company Audit; specifically the lead senior on the Treasury and Investment areas. Senior on subsidiary audits of the Bank including: Norwest Venture Partner Funds, Secondary Funds, and Wells Fargo Merchant Services.Audit work in accordance with US GAAP.Experience with tax-basis accounting through subsidiary fund audit. Performance of procedures and preparation of SEC Filings (comfort letters, consent letters and agreed-upon procedures letters) in connection with debt offering documents. Designing and testing of control and substantive audit procedures with large team coordination. Daily direct relationships with senior management of the various clients as well as with managers and partners of KPMG.Responsible for reviewing associate work, daily coaching and management of staff, budgeting and performance evaluations. Also assisted with recruitment seminars. Involved with volunteer events/activity including: HeartWalk and Habitat for Humanity

Performed audit assurance work for a variety of companies including: ING (NZ) Limited (Fund Manager), Vero Insurance (Insurance), Vero Liability (Insurance), Suncorp Group Holdings Limited (Insurance), UDC Finance NZ Limited (Finance), GE Finance NZ Limited (Finance), and Southern Cross Travel Insurance (Insurance). Audit work was in accordance with NZ and International IFRS and GAAP. Identification of internal accounting control weaknesses and development of recommendations for implementation of appropriate controls, including material control weaknesses.Designing and testing of substantive audit procedures with large team coordination. Daily direct relationships with senior management of the various clients as well as with managers and partners of KPMG.Responsible for reviewing associate work, daily coaching and management of staff, budgeting and performance evaluations. Also assisted with recruitment seminars. Volunteered for RBNZ Daffodil Appeal and Christchurch Earthquake Appeal