David Allen Email & Phone Number

New York, New York, US

New York, New York, US

• Serve as systems owner and subject matter expert for all finance and accounting systems
• Build financial systems architecture, design roadmap, plan budget and resources, and track progress
• Partner with other company stakeholders in developing the best solutions for the company and serve as a point of contact for the finance & accounting teams
• Oversee all accounting and financial system implementations, ensuring that processes are designed optimally and that the company is always using the best technology for future growth and scalability

Arlington, Virginia, US

Arlington, Virginia, US

• Drove alignment with executives and department leaders to improve the go-to-market strategy, proper reporting metric definitions, and clean-up the CRM (Salesforce) data structure for financial reporting
• Implemented a proprietary end-to-end procure-to-pay solution, as well as a travel bookings and expense reimbursement solution (TripActions), improving visibility and controls over company spend
• Advised on key business decisions and closely collaborated with other department leaders to improve cross-functional operational processes
• Built financial systems roadmaps, associated budgets, and required resources, then managed the deliverables and tracked progress with the leadership team, prioritizing changes as needed
• Stabilized the ERP system (NetSuite) after a poor implementation and partnered with accounting and finance to further improve various processes

Silver Spring, MD, US

Silver Spring, MD, US

• Oversaw Oracle NetSuite, integration platform Dell Boomi, all associated systems and integrations, related contracts, implementations, and supporting employees/contractors
• Partnered with executives and department leaders to determine enterprise priorities and present solutions to accomplish those goals
• Stabilized the OTC process in NetSuite, resulting in billing $8M worth of sales order backlog and reducing the billing turnover from 45 to 15 days
• Saved the company over $200k per year through contract negotiations, system optimizations, and process improvements
• Brought order and efficiency to the ERP development process by leading and implementing agile project management
• Maintained a working understanding of all business systems and processes, including quote-to-cash, procure-to-pay, payroll, internal controls, sales, operations, customer service, and financial reporting

Washington, DC, US

• Led and managed a team of 16 accounting employees, including 4 managers (AR, AP, Payroll, & GL), while aggressively hiring additional managers and staff to align with company growth
• Automated and improved various processes in Sage Intacct and Salesforce, specifically within AR, AP, and Payroll to improve efficiency and accuracy
• Collaborated with various departments and consultants to design the new company-wide systems infrastructure and roadmap to implementation
• Worked closely with auditors and IT to ensure proper controls and compliance requirements were being met or quickly implemented

Riverside, CA, US

Riverside, CA, US

• Responsible for revenue recognition in accordance with ASC 606, AR/DR reconciliations, DR waterfall, invoicing, collections, bad debt calculations, royalty reporting, and the general QTC process
• Other responsibilities included accounting for an acquisition and reconciling/cleaning-up BS accounts, including by not limited to cash, prepaids, fixed assets, accruals, payroll, AR, DR, AP, goodwill, inventory.
• Managed month-end close and implemented FloQast, a close management system, speeding up the close process by about 10 days
• Modeled and provided, via Adaptive and Excel, monthly reporting to the private equity firm, including financial statements, bookings, sales pipeline, headcount, recurring revenue, and other ad hoc reports
• Prepared and provided external auditors with supporting documentation and workpapers
• Collaborated with consultants to complete projects, including ASC 606 compliance, OTC process improvements, implement integration platform Jitterbit, customer database clean-up, PO-log clean-up, sales order backlog.

Spring, Texas, US

• Managed month-end close and financial statement preparation for 6 business units, including BS reconciliations, variance analysis, financial statement forecasting, and compliance with public auditors
• Prepared annual budgets for 3 business units and monitored performance throughout the year
• Partnered with operational business leaders, providing financial advice and help with decision making
• Designed a profitability analysis for a business unit and assisted with implementing improvements, resulting in EBITDA margin improvement of roughly 3%

Salt Lake City, Utah, US

• Completed an accelerated 18-month controller training program, learning processes specific to each accounting function and department
• Reconciled entries and transactional data for a $500M acquisition
• Trained assistant controllers, senior accountants, and accounting clerks for new acquisition

GB

• Performed audits on annual financial statements, quarterly reviews, and internal controls of several private and publicly held companies from a variety of industries
• Coached and supervised 2-3 associates on multiple engagements, providing continuous feedback while reviewing work and performance

GB

Master Of Science, Accounting

Bachelor Of Science, Accounting