Damon Mclay Email & Phone Number

Oakland, California, Us

This role is essential to the success and evolution of the Enterprise Technology team, a brand new team at Everlaw whose mission is to create an integrated suite of enterprise systems and technologies that drives efficiency across the company, provides on-demand business insights, and facilitates seamless, sensible business process flows. This role serves as the financial systems and ERP subject matter expert primarily supporting NetSuite and our other financial technologies. It partners with finance and accounting team members to develop business requirements, then design and implement solutions that empower the finance team to do their best work. The applies strategic thinking, creative problem-solving, and cross-functional collaboration skills to build financial systems suite fitting for a growing company like Everlaw.

San Francisco, Ca, Us

• Driving the architecture, development and integration of the company's financial systems• Originated the company’s first finance systems role, growing and developing the function from myself to a team of seven – including a manager – to meet the evolving needs of a multi-subsidiary international business.• Enabled the company to go public through dynamic collaboration with Finance, Compliance and audit teams by establishing IT SOX controls, change management processes and enforcing segregation of duties through role permission overhauls.• Engaged in a deeply cross-functional and complex partnership with Go-to-Market Systems, Engineering, Product, Revenue Operations and Project Management to develop a plan to transform our order-to-cash processes which includes implementation of a new ratings engine, building and migrating billing functionality into NetSuite and complex data mapping, cleansing and integration between Salesforce, NetSuite, Logisense and proprietary systems.• Nurture stakeholder relationships through one-on-one meetings, leading a steering committee, defining clear partnership processes, and presenting at stakeholder events.• Cultivate the success of a fully remote team by providing and soliciting feedback in weekly one-on-one meetings, regular solutioning and knowledge sharing sessions, weekly social check-ins, facilitating team onsite gatherings and documenting team processes.• Develop and maintain robust system admin and end-user documentation for both daily operations and foundational processes including a SOX Implementation Checklist, Change Control Matrix, Requirement Intake/Tracking template and Vendor Selection process.• Execute full lifecycle solutions including: -NetSuite Advanced Revenue Management, Multi-Book Accounting, Fixed Asset Management, custom approval workflows & automated bank reconciliation.- Coupa Supplier Information Management & CoupaPay.- Full implementation of SaaS tools like Stripe, Logisense, Avalara & Tesorio.

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

• Dynamically contributed to meet the changing needs of a growing company, successfully transitioning to a public company and developing processes to maintain SOX compliance.• Completed a full lifecycle implementation of NetSuite migrating accounting functions and data from Microsoft Dynamics AX, Quickbooks and Sage for four diverse global companies into one multi-subsidiary account. • Developed and implemented business solutions that include custom approval workflows, Advanced Revenue Management, third-party integrations and complex html/freemarker/SQL templates and searches.• Managed all Accounts Payable functions establishing procedures, policies and a multi-subsidiary SOX narrative.• Executed accounting entries and maintaining complex spreadsheets for fixed assets, prepaids, accruals and general accounting needs to support financial audit, reporting and monthly close.

New York, Ny, Us

• Processed full cycle accounts payable utilizing Microsoft Dynamics Great Plains including obtaining spend approval, entering invoices, generating regular check runs and preparing all foreign and domestic wire transfers.• Administered all clinical A/P duties including partnering with the clinical finance and business operations teams to review contracts, coding expenditures, generating accruals, preparing reports and communicating with domestic and international study sites to obtain wire payment details and ensure accurate payments.• Supported the A/P manager in administering workflow, selecting and training new employees, creating an A/P procedural manual, and developing more efficient processes to support the larger goals of the finance department.

Us

• Administered a transition of all accounting functions from QuickBooks to Microsoft Dynamics Great Plains and trained staff in the use of all accounting software.• Implemented a networked purchase order system heading the vendor selection, installation and integration of Point Purchasing software.• Accomplished full-cycle accounts payable including matching invoices to purchase orders and packing slips, acquiring spend approval, entering invoices, processing payments according to vendor terms and completing foreign and domestic wire transfers.• Maintained fixed asset subledger, provided payroll support, managed monthly vendor accruals and generated journal entries for coding adjustments.