InTouch Health is now part of Teladoc Health.

Head office for virtual care SAAS provider and healthcare device manufacturer with annual revenues of $100 million.Manage a team of 15-20, located in Goleta, CA, with responsibility for all accounting operations, monthly close, consolidation, financial reporting, technical accounting research/adoption, payroll, collections, tax, foreign entity compliance, bank compliance, and external audit coordination.

Head office for computer data storage manufacturer with annual revenues of $80 million. From 2013 to 2018, a subsidiary of Glassbridge Enterprises (FKA Imation Corp.), a public company based in Minnesota (NYSE: IMN)Manage a team of 10-15, located in US and UK, with responsibility for all accounting operations, monthly close, consolidation, financial reporting, payroll, order processing, contract management, sales compensation, sales finance, cash management, credit and collections, insurance, tax, foreign entity compliance, corporate governance, bank compliance, budgeting, forecasting, external audit coordination, and SOX compliance.Reporting directly to CEO, led the finance department through restructuring initiatives in turnaround from significant operating losses following various ownership changes to break-even within two quarters. This turnaround culminated in the sale of the business to a private technology company in August 2018. Financial representative on the Executive team. Communicate key financial data to team. Partner on key strategic initiatives.

Joined Nexsan to lead the accounting function in an effort to take the Company public with the primary responsibilities to recruit and lead the appropriate team and to implement accounting policies, procedures and controls for SEC compliance and annual external audits. • Direct monthly, quarterly, and annual financial accounting close. Instituted detailed closing calendar to ensure quick and thorough close process. Organized team to achieve a two-day flash close to provide highly accurate sales, margin and operating income data to public parent company in advance of full close.• Consolidation of domestic and international locations.• Prepare financial data for board meetings and executive management. Provide monthly financial reports to Parent company. Prepare external financial statements in compliance with GAAP.• Prepared financial sections of the Forms S-1 filed between 2008 and 2011.• Key contributor in due diligence and post-acquisition integration in sale of Company to Imation in 2013. Prepared purchase price allocation calculations and entries.• Implemented key controls, including the required documentation and testing approach, for compliance with SOX 404 regulations.• Cash management and prepare weekly cash projections, during extended periods of lean cash balances.• Technical accounting standard adoption, including revenue recognition standards ASC 605 and 606 for multiple deliverable arrangements.• Manage foreign entity statutory and tax compliance for subsidiaries and branch offices.• Supervise all tax compliance, including income, sales/use, indirect, property and local/business tax. Implemented transfer pricing programs for global business.• Transitioned accounting back office functions (AP, GL) from US to UK, resulting in lower overhead costs.

Head office for musical instruments retailer with annual revenues of $2 billion. (NYSE: GTRC). In 2007, Bain Capital acquired Guitar Center in a private equity transaction.Managed a team of 3-4 with responsibility for SEC annual and quarterly reporting, internal financial reporting, technical accounting adoption/compliance, financial analysis, sales compensation, financial database administration, and external audit coordination. Primary responsibilities and achievements included:• Prepared financial sections of 10-K, 10-Q and Proxy filings, including MD&A.• Prepared monthly board financial packages, including variance analysis and commentary.• Performed financial reviews of the three operating segments, including monthly variance analysis. Identified and mitigated audit risk areas.• Primary coordination of external audit.• Technical accounting adoption and compliance. Researched and documented position. Most notably for stock compensation, deferred compensation arrangements, gift card breakage, and EPS.• Coordinate with Internal Audit team to maintain SOX 404 compliance over financial reporting.• Performed key due diligence assistance in Bain Capital’s private equity purchase of Company. Prepared purchase price allocation calculations and entries.

Data switch manufacturing business unit with annual revenues of $200 million for Paris-based public company.Managed a team of 4-6 with responsibility for monthly financial close, financial reporting, financial analysis, budgeting, forecasting, sales compensation, foreign entity compliance, cash projections, and external audit coordination.• Streamlined and accelerated the monthly financial close process.• Implemented the Carat reporting tool to automate the reporting of financial results to Paris HQ.• Prepared consolidation of foreign reporting units to compile global business unit results.• Coordinated with external service providers to prepare financial statements and funding requests for foreign entities and branch offices.• Instituted shared services arrangement with US parent company to provide back office accounting services for our local business unit operations.

Directed the activities of 15-person corporate accounting group for this $150 million audio-visual systems integrator. Group responsibilities consisted of general ledger, accounts payable, billing, payroll, tax compliance and financial reporting. My primary responsibilities were:  Directed corporate-wide monthly financial close and consolidation Instituted accounting policies and procedures Prepared consolidated financial statements Designed/implemented financial reporting formats and systems Primary interface with external auditors  Sales & use tax compliance  Directed the transition of the corporate accounting group from Northern to Southern California. Recruited entire team locally. In conjunction with the Corporate Controller, directed the clean up of the general ledger, which had not been reconciled for eighteen months Prepared financial portions of Form S-1 for proposed IPO filing

During my tenure, this start-up grew from 5 to 19 retail locations. My hiring was the start of the finance department, which grew to 6 accounting and retail audit personnel. My primary responsibilities were to design and implement the accounting system, policies, procedures and controls. Designed all financial reporting. Directed the monthly close and compilation of financial statements. Responsible for cost containment at corporate and retail store level. Managed insurance programs

Manufacturing, Retailing & Distribution PracticeManaged audit relationships for a portfolio of approximately 30 companies ranging up to $200 million in revenues. Specialized in manufacturing, retail and distribution companies with $25 - $100 million in revenues.Provided technical guidance to upper management of public and privately held companies. Significant experience with financial statement preparation in accordance with generally accepted accounting principles and SEC requirements.