Lead financial reporting and technical accounting for San Diego-based, publicly traded clinical-stage immunotherapy firm. Reported to CFO; responsibilities encompass managing all SEC filings, including annual, quarterly, and periodic reports, as well as handling financial aspects of re-domestication merger and $2 billion merger with and into Johnson & Johnson. Demonstrate leadership in financial reporting and technical accounting, streamlining monthly closing process by several days and shortening filing timeline significantly. Guide insourced work previously outsourced to accounting and legal firms, achieving direct cost savings. Spearhead major enhancements in financial accounting and reporting processes, including Board of Directors and Audit Committee reporting, enabling Corporate Controller to concentrate on leading accounting team, reducing risk, and expediting the closing process. Provided contributions that freed up CFO to dedicate more time to strategic initiatives and other critical issues, alleviating the burden of extensive involvement in financial reporting and technical accounting duties.* Oversee stock compensation, equity incentive plans, and investment accounting, along with creation and review of technical accounting memos. * Manage audit support, contract reviews, cap table reporting, treasury, and SOX compliance for financial reporting controls.* Exceed expectations for the 2023 Manager Performance Evaluation.

Directed finance and accounting for a private semiconductor and micro-LED R&D firm. Reported directly to the President and CEO, including preparing audited and periodic financial statements, ensuring tax compliance, managing stock and equity accounting, overseeing equity compensation plans, and maintaining financial controls. Handled payroll and streamlined the month-end close and consolidation processes. Implemented formal GAAP-based accounting policies and led the company through a first-time audit.

Prepared and filed annual and quarterly SEC reports, assisted with annual proxy statements and various other SEC filings, and managed stock compensation and equity accounting. Reported to the CFO with a role that also included drafting technical accounting memos, supporting audits, reporting on significant contracts, investment portfolio accounting, conducting risk management analysis, managing cap table reporting, and ensuring SOX compliance for internal financial controls.

One of the world’s leading video, broadband and communications companies. Position reported to VP of Financial Reporting. Worked cross-functionally with members of the company’s international financial reporting units, accounting departments, tax group, audit and SOX compliance team. Responsibilities included preparation of periodic consolidated financial statements in a highly-complex multi-currency reporting environment, preparation of CFO review materials, training and mentoring of team members, mergers and acquisitions transaction support and integration, preparation and review of audited subsidiary financial statements in conjunction with contractual, compliance and regulatory requirements, review of SEC filings (10-K/10-Q/8-K, press releases, registration statements), and provided accounting, financial reporting and technical accounting support.

DJO Global is a global provider of high-quality orthopedic devices with a broad range of products used for rehabilitation, pain management and physical therapy. Position reported to Corporate Controller. Worked cross-functionally with members of the company’s domestic and international financial reporting units, accounting departments, tax group, audit and SOX compliance team. Responsibilities included SEC reporting, private equity reporting, technical accounting, stock compensation and equity accounting.

Played key role in a leading global communications company, reporting to VP of Financial Reporting. Coordinated with international finance units, accounting, and tax groups, as well as oversaw audit and SOX compliance efforts. Led the implementation and support of Hyperion Financial Manager (HFM) for multi-currency financial consolidation and KPI reporting. Directed mentoring program that improved engagement, retention, and performance. Introduced global development initiative, allowing staff from international branches to spend one to two years in the financial reporting team, enhancing skills and career prospects, leading to several participants being promoted to senior positions.* Prepared complex multi-currency consolidated financial statements, created CFO review materials, mentored staff, supported M&A activities, and ensured accuracy of audited subsidiary financials in line with various regulations. * Managed review of SEC filings, and provided expert advice on accounting, financial reporting, and technical accounting.* Implemented HFM at Liberty Global which was transformative, facilitating local, bank group, and consolidated reporting in multiple currencies. Streamlined consolidation and financial reporting, offering top-level visibility into all entities, and simplifying acquisitions and divestitures. * Improved ease of use and reliability of KPI database compared to previous methods, ensuring smooth business operations.* Established a top tier reporting environment, simplifying the reporting timeline and instilling confidence in senior management about the capability to handle the effects of growth via major mergers and acquisitions.

Red Robin owns and franchises restaurants throughout the United States and Canada. Dual reporting role to CFO and Controller. Worked cross-functionally with senior management, internal and external legal counsel, shareholder services and external auditors. Duties and responsibilities included supervision of large accounting department, SEC reporting, technical accounting, audit support, SOX compliance, and stock-based compensation accounting.

Ascent Media provided end-to-end media and technology services for the creation, management, and distribution of media content. Position reported to the VP and Chief Accounting Officer. Duties and responsibilities included integration of various accounting and reporting functions upon completion of a series of mergers and acquisitions, preparation of periodic financial statements for inclusion in parent company SEC filings, purchase accounting and acquisition transaction and integration support, treasury management and other general accounting functions, and acted as the financial reporting and accounting liaison to provide technical accounting assistance to domestic and international business units.

Assistant Controller, Infoseek Corporation, Sunnyvale, CA - Managed all aspects of group financial reporting, external audits and reviews, supervision of large accounting group, finance team support with respect to the preparation of results and analysis of financial performance for management reporting, and provided support to wind down the Sunnyvale accounting group and transfer all accounting functions and historical financial records to corporate headquarters.Manager of Finance, Walt Disney Internet Group, Glendale, CA - Duties and responsibilities included developing and preparing the consolidated monthly forecast and financial reporting package distributed to senior management, including TWDCs operations planning and analysis, corporate reporting and investor relations groups, developed a model for, and assisted with preparation of the internet group’s first annual operating plan, developing a format for and preparation of the monthly CFO management letter, managing the quarterly and year-end group consolidation, financial reporting process and related analysis of results, preparing budgets, and managing various corporate accounting functions including accounting for intangible assets and equity investments.Manager, Mergers and Acquisitions Transaction Support, Burbank, CA - Worked cross-functionally with members of the financial reporting, strategic planning, tax and legal departments. Duties and responsibilities included providing support for external financial reporting, technical accounting, mergers and acquisitions transaction support and corporate accounting, preparing carve-out audited financial statements associated with the formation of the WDIG, preparing financial statements and other disclosures included in TWDCs SEC filings, and research of technical accounting and emerging issues to provide guidance to business units on impacts and implementation of accounting standards.

Disney Consumer Products, International Controllership Group