Heidi Wise Email & Phone Number

Tampa, Florida, Us

Waltham, Ma, Us

• Acquired by Thermo Fisher Scientific in August 2023• Manage overall accounting function and external reporting for 10 entities in three countries with a team of 11 managers and staff• Regularly partner with business teams for review of contracts and projects for revenue recognition considerations, profitability review, and forecasting• Participated in financial due diligence for three acquisitions; centralized accounting functions from multiple separate accounting teams into one combined team; integrated one acquired business into accounting processes and systems within three months of acquisition close• Successfully implemented a new ERP system with five integrated financial systems including Financial Force and NetSuite• Implement cash, debt, and tax management strategies

Burlington, Massachusetts, Us

• Acquired by Clarivate Analytics in February 2020• Manage the overall accounting function including general ledger accounting, cash, accounts payable, accounts receivable, revenue recognition, payroll, and external reporting• Ensure financial statements are recorded in accordance with US GAAP and local statutes via consultation and research of technical accounting items and oversight of the monthly financial close process• Provide internal and external reporting and analysis of financial results to management, our parent company, lenders and government agencies; coordinate monthly analysis of actual results as compared to budget and forecast• Coordinate annual, quarterly and statutory audit procedures, as well as required US and foreign tax filings with internal and external audit and tax advisors• Monitor and manage global cash positions, including approval of cash disbursements, review of cash receipts, funding requirements of foreign entities, debt draw downs and repayments, and monitoring of debt commitments; supported CFO in debt refinancing• Partner with various senior leaders in the business for review of the accounting impact of customer contracts, vendor contracts, new products and other business strategies• Implement new accounting controls and directed an assessment of internal controls in preparation for future SOX compliance requirements• Act as the accounting lead for corporate legal entity restructurings; direct the review and implementation of transfer pricing requirements for seven countries• Lead a team of 22 managers and staff, including providing leadership, work direction, mentoring, monitoring of goals and performance reviews • Established an accounting shared service center in India including recruiting, training, and transitioning accounting activities to a team of 11 accounting professionals in India

Burlington, Massachusetts, Us

Durham, North Carolina, Us

• Key leader in the transformation of global Finance into a new operating model based on functional expertise; planned and implemented the transition of four business unit finance groups with staff of 180 into the new functional model• Executed process standardization and improvements with a focus on efficiencies and reducing the month end close cycle; collaborated with various leaders on new project reporting requirements • Provided business input and requirements for new revenue recognition system and process related to implementation of new revenue recognition standard (ASC 606)

Durham, North Carolina, Us

• Oversaw the monthly financial close process, with primary support for the software division of the company, including revenue recognition, labor and cost analysis, unbilled and accounts receivable aging review, evaluation of reserves, and journal entry preparation; provided detailed analysis of revenue variances by product line against budget and forecast• Implemented and monitored financial controls in compliance with corporate policies and Sarbanes-Oxley (SOX) requirements; assess risks and modify controls to address risks• Managed a global team of approximately 50 staff members responsible for project creation, timely invoicing, recognition of project revenue consistent with US GAAP, SOX controls, project reconciliations, and review of project profitability• Assessed the impact of non-standard financial terms in contracts on the business segment and consult on other technical accounting issues; ensured that revenue on contracts with software, hosting or multiple-element arrangements are recognized in accordance with GAAP, including analysis of fair value• Consulted with financial applications groups on business requirements as well as coordinate user acceptance testing and data conversions for financial systems implementations and enhancements• Integrated $72M acquisition into PAREXEL financial systems and processes• Provided leadership for staff as well as performance feedback, development plans, and mentorship

Durham, North Carolina, Us

Worldwide, Oo

• Managed numerous forensic investigations and litigation support engagements for clients in various industries, including technology, retail, manufacturing, hospitality and life sciences• Skilled in the areas of financial statement analysis, GAAP research, writing of reports, review and analysis of documentation supporting accounting transactions and practices, and conducting interviews• Experienced in the analysis of the accounting for numerous financial statement elements including revenue recognition, stock options, investments, various accruals and reserves, inventory, purchase accounting and goodwill, extraordinary items, barter credits and vendor rebates in association with investigations and litigation• Achieved significant experience in managing various sized project teams, including budgeting, assignment of tasks, instruction, and supervision• Served as a fraud specialist for audit teams in the consideration of fraud on financial statement audits including conducting fraud brainstorming sessions, reviewing audit documentation of fraud risks and schemes, and providing recommendations of additional fraud risks and schemes for consideration• Tested and documented internal controls of a public medical device manufacturer for compliance with Section 404 of the Sarbanes-Oxley Act• Performed GAAP, modified-cash basis, and employee benefit plan year-end audit engagements as well as quarterly reviews in the consumer services and manufacturing industries • Investigated and analyzed fluctuations in income statement and balance sheet accounts from client’s budgets, prior year balances and peers in industry group• Reviewed internal controls to assist clients in achieving business strategies by enhancing controls and identifying critical risks

Bs Econ, Accounting

High School