Danielle Jesse, Cep Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Stoughton, Massachusetts, Us

Stoughton, Massachusetts, Us

Stoughton, Massachusetts, Us

• Executes the month-end financial close process, including creating journal entries, balance sheet reconciliations, variance analysis and periodic SEC reporting• Prepares monthly financial statements including the consolidated balance sheet, P&L and cash flow• Liaises with external auditors to deliver PBCs and facilitate quarterly reviews and annual audit• Maintains documentation of and compliance with SOX controls• Manages the Company’s stock plan and Employee Stock Purchase Plan, including:- Accurate and efficient execution of day-to-day transactions (e.g. vesting, exercises, cancellations and forfeitures, etc.)- Processing new grants and terminations with strong knowledge of accounting and tax implications- Establishing 10b5-1 trading plans for employees and Section 16 directors and officers- Reconciling transactions, tax withholding and reporting, shares outstanding and other items as required- Providing employee education to empower employees to realize the full benefit of their stock-based compensation- Coordinating with external and internal Legal teams to prepare and file annual proxy statements and section 16 reporting - Providing accurate and timely forecasts and reporting to internal stakeholders to guide decision making (e.g. HR department, Payroll department, executive management team)- Maintaining and ensuring compliance with SOX controls and internal policies

Stoughton, Massachusetts, Us

• Assisted in administration of the company’s stock plan and Employee Stock Purchase Plan• Owned preparation of monthly account reconciliations, journal entries, and variance analysis for assigned accounts • Owned preparation of SOX control documentation for assigned risk areas and assisted in preparation of requests for external auditors• Assisted in the implementation of the company’s current ERP system, NetSuite• Assisted in the implementation of the company's current stock plan administration system, Fidelity Stock Plan Services

Boston, Ma, Us

• Established monthly financial close process for the complex Utility Bill Management (UBM) product and captured best practices for continuous process improvements• Communicated UBM revenue and receivables data to FP&A and business leaders including coordination among international finance teams• Assisted in forecasting and actual to forecast variance analysis for revenue and gross margin related to professional services and software products• Performed timely preparation of invoices, journal entries, revenue schedules, and reconciliations of key balance sheet accounts• Assisted in implementing the company’s new ERP system, NetSuite, and owned the UBM business migration from Deltek to NetSuite• Assisted in preparation of audit worksheets on quarterly and annual basis

San Diego, Ca , Us

Assisted in the investigation of financial securities fraud by:• Preparing financial statement trend and ratio analyses• Reviewing and cataloging accounting records• Reviewing SEC filings and other financial documents for inappropriate practices• Assisting attorneys and forensic accountants with online research and discovery