CFO, Feb 2022 - Present Vice President of Finance & Administration, Aug 2019 - Jan 2022ReleasePoint is an innovation leader in the area of medical information retrieval, exchange and analytics. ReleasePoint brings tremendous experience and resources to the Release of Information market. Our products help some of the world’s largest insurance carriers to maximize revenue at scale while ensuring compliance. We currently employ over 800+ employees across the United States, Philippines, Singapore and India, who are responsible for retrieving and processing the medical information of millions of patient records every year.

Bessemer Ventures and Fung Capital(Acquired by Branded Online July 2018)Onestop Internet (www.onestop.com) is an ecommerce services company providing a suite of integrated technology, marketing and fulfillment solutions for multi-channel brands and retailers. Our services and technology platform allows every client to leverage our operational, technology and marketing expertise to grow their business.Director of Finance (September 2015 - July 2018)Manager, Financial Planning & Analysis (February 2014 - August 2015)Sr. Financial Analyst (June 2012 - January 2014)As the Finance Director, my role consisted as a hybrid role between financial planning & analysis, accounting & reporting, and the support of sales & operations. RESPONSIBILITIES INCLUDE:- Directed and managed an analysis team with the support of key department leaders to analyze information and business processes tobuild plans to achieve overall financial and operation objectives. (e.g. Marketing cost by brands, drilling into the cost per efforts (SEO, PPC)- Prepared individual Income Statements by Client (over 30 brands), which included the allocation of cost and expense activities among 10 departments (e.g. Engineering, Marketing, Call Center, Warehouse, Merchandising, Photo Studio, etc).- Built the capitalization expenditures process for both the balance sheet and R&D tax incentives.- Oversaw the R&D tax incentive project with the IRS and the appeals division. Achieved a settlement with over $1.5M in tax credit.- Built the sales pricing model that assessed future profitability of all new potential contracts.- Reviewed all sales contracts for accounting and operation ramifications.- Negotiated contract specifications for out of scope modifications.

McGladrey LLP (Currently RSM US LLP) is the 5th largest assurance, tax and consulting firm in the United States. Focused on the middle market in the United States and a member of the global accounting network RSM International.RESPONSIBILITIES INCLUDE:+ Leading and reviewing of audit procedures for assurance services for public (SEC) and privately held companies (industry included: manufacturing, healthcare, service, internet).+ Detail-oriented professional with excellent multi-tasking skills and the ability to balance several duties under tight deadlines.+ Supervised and trained multiple staff members in audit, accounting and firm policies. + Extensive experience with Sarbanes-Oxley (SOX) and identifying key controls and deficiencies. Evaluates the associated business risk related to deficiencies and provides recommendations to upper management on improving internal controls.+ Understood client budget assumptions, expectations, and variances and incorporated metrics into analytical procedures.+ Reviewed client’s closing journal entries at year-end and proposed audit-related journal entries. FINANCIAL REPORTING EXPERIENCE:+ Revenue Recognition Issues (SAB 104)+ ASC 605-45 (EITF 99-19), Reporting Revenue Gross as a Principal versus Net as an Agent+ ASC Topic 605-45, Revenue Recognition-Accounting for Shipping and Handling Fees and Costs+ ASC Topic 605-50, Revenue Recognition-Customer Payments and Incentives+ ASC 350-40(SOP 98-01), Accounting for the Cost of Computer Software Developed or Obtained for internal use + ASC 830-10(formerly FAS 52), Foreign Currency Translation+ Cash Flow w/ Foreign Entities+ FAS 123R, Accounting for Share-Based Compensation+ Discontinue Operations+ First Time Audit Procedures + Impaired Debt