Debbie Carlson Email & Phone Number

Greater Seattle Area

Greater Seattle Area

Oversaw a team of nine responsible for the management of accounts receivable, accounts payable, commissions, treasury and financial reporting. Led accounting team to develop financial close process resulting in timely, accurate and complete reporting. Managed initial two years of financial statement audits to ensure debt compliance and purchase accounting associated with acquisition in 2021. Managed debt compliance, debt refinance and bank transition. Assisted with Series C $52M financing round due diligence.Provided technical accounting guidance in the areas of revenue recognition (ASC 606), deferred commissions, stock based compensation and leases. Managed relationships with auditors, tax advisors, banks, lender and insurance broker.

Managed five direct reports and a team of fourteen responsible for the management of accounts receivable, payroll, treasury, tax and financial reporting for a SaaS company with operations in eight countries. Provided technical accounting guidance in areas of revenue recognition (ASC 606), deferred commissions, stock based compensation, internally developed software and leases. Led the purchase accounting and tax compliance as a result of the acquisition. Managed relationships with auditors, tax advisors, banks, lender and international accountants.

Greater Seattle Area

Managed a team of two responsible for the management of accounts receivable, accounts payable, payroll, general ledger and financial reporting. Developed and prepared weekly cash flow reporting, including accounts receivable KPI's, for the CFO. Managed the monthly revenue recognition and deferred revenue recognition process in NetSuite. Collaborated with sales operations to streamline order to cash and commission processes.Assisted with the accounting transition as a result of the acquisition.

Bellevue, Washington

Managed three direct reports and a team of eight responsible for the management of accounts receivable, accounts payable, payroll, treasury, financial reporting and FP&A. Partner with executive team to identify revenue opportunities, improve business operations and deliver cost-savings. Ensured revenue was recognized in accordance with US GAAP.Prepare and distribute quarterly investor and debt compliance reporting.

Managed a team of three responsible for the management of accounts receivable, accounts payable, inventory, general ledger, tax and reporting. Managed the human resources function including payroll, employee benefits and compliance. Managed corporate insurance policies and renewal process. Developed and maintained company budget and quarterly forecasts. Prepared and presented financial results and other analysis to board of directors and investors.Assisted in evaluating acquisition opportunities.

Managed two direct reports and a team of six responsible for the management of accounts receivable, accounts payable, payroll, tax compliance and financial reporting.Designed and implemented and oversee key accounting policies and procedures. Managed relationships with bank, investors and auditors. Assisted in preparing board presentations and investor reporting. Developed and managed processes to improve efficiencies and internal controls. Assisted in preparing company budget and monitoring variances from actual results. Completed two business acquisitions including purchase price allocation and integration.

Defined business requirements for revenue and accounts receivable processes. Ensured revenue is recorded in accordance with software revenue recognition requirements under US GAAP. Documented accounts receivable and revenue processes.Assisted with end user training and provided go live support.

Managed three direct reports and a team of fifteen responsible for accounts receivable, accounts payable, payroll and general ledger. Oversee the consolidation of multiple foreign subsidiaries and related intercompany accounting. Coordinated with international accounting teams on processes, systems and US GAAP compliance.Responsible for the evaluation and development of accounting processes and controls. Assisted VP of Finance and CFO to prepare quarterly press release and conference call information.Project manager for software implementation from Great Plains to Oracle.Project manager for worldwide Sarbanes Oxley and accounting system implementation.

Seatte, Wa

Five years of high-level technical expertise in auditing and financial reporting for public and private companies in high-tech, construction, manufacturing and food processing industries.Responsible for planning, management and execution of engagements.Manage daily engagements and coordination of services from other lines of business (tax, consulting, etc).