James Stone Email and Phone Number

• PE owned SAAS software company (The Riverside Company) • Relocated Lexipol accounting function from Irvine, CA and built new team in Frisco, TX• Integrated acquisition of Praetorian Digital into Lexipol financials• Worked with PNC Bank and Riverside to provide financial information to secure funding for the acquisition• Responsible for all debt covenant calculations and support• Reduced Praetorian Digital close from 25 days to 5 to meet Riverside reporting requirements• Lead contact with outside auditors – clean audit reports for 2017 and 2018• Partner with FP&A in generating annual budget and quarterly forecasts• Reviewing systems to integrate Lexipol and Praetorian into one ERP (NetSuite, Intacct, Concur, ADP)• Working with IT and sales operations to integrate Salesforce into the new selected accounting system• Prepare and review monthly and quarterly financial reporting to The Riverside Company

• PE owned SAAS software company (Vista Equity Partners) • Completed the 2014 and 2015 audit of this global, private equity owned company, which was formed as a combination of three acquisitions during 2014• Provide technical accounting guidance for software revenue recognition (ASC 985-605), multiple element arrangements (ASC 605-25), construction-type and production type contracts (ASC 605-35), and service contracts (SAB104)• Ensure compliance with all federal, state, local and international taxes• Responsible for accurate & timely financials that are compliant with GAAP within a 6-day close schedule• Ensure compliance to internal controls.• Manage balance sheet review process• Primary liaison with external auditors• Direct the daily activities and the career development of team members, including hiring, coaching, reviewing work, establishing goals and performance management of 15 team members

• Position created as a result of the company delayed filing its FY14 10K, and FY15 Q1 and Q2 10Q’s with the SEC due to revenue recognition concerns by external auditors• Enabled company to file its FY15 Q3 10Q, FY15 10K, and FY16 Q1 10Q with the SEC on time • Developed documentation and control processes to remediate revenue recognition material weakness identified in the company’s internal controls• Provide technical accounting guidance for software revenue recognition (ASC 985-605), multiple element arrangements (ASC 605-25), construction-type and production type contracts (ASC 605-35), and service contracts (SAB104)• Primary liaison with external auditors as it relates to the company’s revenue• Business partner with sales, marketing, finance and contract teams to facilitate deal flow and to provide accounting input to prospective transactions• Review contracts to ensure revenue is recognized in accordance with GAAP• Participate in the preparation of the company’s SEC filings• Provide revenue recognition training to business partners• Company uses Oracle ERP

• Responsible for the company’s revenue cycle process (order-to-cash)• Provide technical accounting guidance for software revenue recognition (ASC 985-605) and multiple element arrangements (ASC 605-25)• Business partner with sales, marketing, and contract teams to facilitate deal flow and to provide accounting input to prospective transactions • Responsible for month end close of revenue, deferred revenue, and deferred COS accounts in Microsoft GP

• Managed global accounting team to achieve company’s month end close processes and coordinate centralized accounting activities across multiple organizations to successfully execute a 3-day close• Ensured that financial statements were issued timely and in accordance with GAAP• Provided revenue recognition technical accounting guidance to the company, including software revenue recognition (ASC 985-605), multiple element arrangements (ASC 605-25-), and service arrangements (SAB104) • Financial modeling, analysis, and budgeting the company’s financial performance• Ensured company compliance with various tax agencies• Primary liaison with external and internal auditors and ensure company SOX compliance.• Hands-on management of financial due diligence for all entity/asset acquisitions completed, including management of the integration of acquired company financial operations• Participated in the company’s Oracle system upgrade to R12

• Responsible for transition of US accounting function from CA to TX within a 6-month time frame.• Oversaw all AP, AR, treasury, tax, payroll, general ledger and close responsibilities• Hands-on management of financial/valuation due diligence and integration for all entity/asset acquisitions• Hands-on accounting and revenue recognition (SOP 97-2 & Japanese-GAAP)• Managed accounting oversight by external and internal auditors• Responsible for accounting policy for US operations and US reporting to Trend Japan

• Functioned as the source of truth regarding evolving GAAP, FASB and SEC revenue recognition rules (SOP 97-2 and related literature) and related COGS. • Responsible for ensuring that the division’s close process met corporate deadlines. • Established controls required to guarantee all revenue activities and accounting policies complied with GAAP and internal company policy. • Support ongoing SEC reporting requirements. • Managed and guided Sarbanes-Oxley (SOX) compliance. • Liaise with sales and marketing personnel to ensure their understanding of revenue recognition timing and process. • Facilitated and lead preparation of division’s annual plan and quarterly forecasts. • Direct APD’s closing and Balance Sheet review process interfacing with corporate accounting and external auditors.

• Start-up IT professional services and software company• Developed infrastructure and implementation of general ledger and financial reporting system.• Ensured all software revenue recognized according to SOP 97-2• Managed FP&A activities including revenue forecasting, cash flow, operating expenses, capital budgets, treasury management, payroll, insurance, employee benefits, and taxes• Drove the financial due diligence that led to DMB’s successful $1.8 million software acquisition of DataExpress from EPIQ Systems• Integrated acquired assets and personnel into DMB’s operations