•Lead and develop high-functioning teams responsible for corporate accounting & budgets, lease accounting, financial controls program, monthly consolidation and reporting of our operating companies and corporate governance of our financial systems. •Provide decision-support and oversight over the Company’s financial results, financial systems and control environment.

Mentored and developed team of Assistant VPs and Managers providing financial and tax reporting expertise to E*TRADE’s corporate clients on the Equity Edge Online (EEO) stock plan administration platform. •Led presentations, roundtables, workshops and panels for equity and finance professionals at industry conferences, including NASPP, Equilar and Directions, as the face of EEO’s Financial Reporting platform •Ran the Finance Committee of the Client Advisory Board comprised of E*TRADE’s strategic corporate clients •Created service and training offerings that increased client product adoption rates•Developed and presented compelling sales pitches that conveyed EEO’s value proposition to client prospects•Managed the creation and execution of the statements of work and project billings for client engagements•Oversaw team and process that tracked and resolved financial reporting client escalations•Advised clients on best practices and strategies to solve their equity compensation reporting challenges

•Directed internal and external financial reporting, including all SEC filings, quarterly earnings releases, audit committee materials and investor presentations for Harvest Capital Credit, a publicly traded business development company •Implemented Workiva reporting tool which reduced 10-Q and 10-K filing timeline by five days and reduced cost of outside legal counsel and printer

•Produced monthly forecast and presentations for Executive Management and Board of Directors•Designed and implemented rolling forecast automation solution across organization•Collaborated with business functions to capture business operations in 10-year financial model

•Directed team of managers in quarterly and annual SEC filing process; facilitated audits by external auditors•Spearheaded the system design and implementation of Clarity Consolidations •Reduced monthly close process by five days and quarterly filing process by seven days

Led team of supervisors and staff accountants in the monthly consolidations process. Responsible for key financial metrics, US GAAP and SOX compliance for 14 subsidiaries and equity compensation accounting.

Collaborated with all areas of the company to enhance communication with the financial community. Informed Executives and Board of Directors of current market perception and industry trends. Interacted with analysts and investors to address inquiries about company performance and strategy.

Graduated from a leadership rotation program that included formal training in Six Sigma methodology. Significantly contributed to multiple projects involving strategic risk assessments, business process reviews, process improvements and M&A due diligence.

Assisted in execution of both audit and review engagements for privately held and public SEC registrant clients. Worked with a wide variety of public and private clients.