Joe Sum Email & Phone Number

Saint Paul, Mn, Us

Lawrenceville, New Jersey, Us

Seattle, Washington, Us

At Outreach, I built out best-in-class accounting and controller functions to scale operations and processes for IPO readiness—growing a global team from 5 to 35 and ramping up financial capabilities, operations, and processes to as Outreach grew ARR 40% and headcount increased from under 500 to 1K+. Promoted 2x within one year due to executive-level responsibilities. Report to CFO.➤ Oversee corporate accounting, AP, payroll, SEC/technical accounting, SOX, technical revenue accounting, billing, AR, collections, order management, order management, provisioning, tax, business risk, procurement, and treasury (overseeing $100M of marketable security and $30-$50M of operating cash).➤ Cut costs by $2M+ annually in cash by setting up process and system to charge, collect, and remit sales tax. Led end-to-end process for state and local taxes (SALT) compliance, working with PwC to identify liabilities. Filed voluntary disclosure agreements with states to reduce interest and penalties owed.➤ Initiated comprehensive SOX program well in advance of the anticipated IPO date that encompassed 13 cycles, 145 business controls, 26 ITGCs, and 13 systems to mitigate internal control risks.➤ Reduced quarterly write-offs by 50%+, decreasing write-offs from $750K to under $300K by automating collections process and partnering with customer success teams. Lowered future write-off risk by requiring up-front payment for customer purchases below a certain threshold.➤ Implemented 9 systems to optimize financial operations and ensure accurate reporting. Systems include NetSuite, HighRadius, Conga, Coupa, SAP Concur, Zuora RevPro, Avalara, Equity Edge, and FloQast.➤ Provided due diligence for 3 acquisitions and led financial mergers, integrating trial balances, reviewing customer sub-ledgesr, integrating customer accounts, and creating SKUs.➤ Completed 5 clean audits under both AICPA and PCAOB standards and filed 2 S-1s for an IPO with the SEC. Implemented ASC 606.

Seattle, Washington, Us

Seattle, Washington, Us

San Francisco, California, Us

During my time at Fitbit, I managed and led teams in AP, AR, billing, finance systems, and sales commissions reporting. I also oversaw end-to-end billing for $2B in annual gross billings across retail and ecommerce revenue streams—handling credit management, customer refunds, revenue deferrals, and period-end close.➤ Uncovered $50M+ in potential incremental revenue opportunities and cut costs by $500K by automating deductions and cash applications processes.➤ Renewed $1B annual credit insurance policy, mitigating credit and default risk for open receivables. Saved $1M through aggressive coverage negotiations.➤ Restructured AR and AP processes, developing management reporting packages and KPIs to establish departmental accountability. ➤ Implemented ASC 606.

San Francisco, California, Us

Responsible for general ledger (financial close, intercompany & consolidations, and accounts payable). Selected and implemented SAP S4 Hana and Blackline, optimizing operations and cutting costs through automation.➤ Managed a team of 9 in corporate accounting, intercompany, consolidations, and accounts payable. Led month-end close activities and reviewed income statements and balance sheet flux for key stakeholders.➤ Oversaw foreign exchange accounting, including cash flow hedging, revaluation, and currency translation.➤ Ensured compliance with SOX regulations by implementing a journal entry workflow in NetSuite that reduced the risk of financial misstatement.➤ Managed accounting operations during a $6.5M restructuring, overseeing workforce reductions and lease reorganization for enhanced cost efficiency and resource optimization.➤ Prepared technical accounting memos including SAB 99, restructuring, line of credit, and more.

San Francisco, California, Us

Coordinated audits for S-1, 10-Q, and 10-K with PwC in preparation for Fitbit’s IPO which successfully launched while in role. Responsible for the general ledger and intercompany & consolidations.

San Francisco, Ca, Us

At Yelp, I lead a team of seven direct reports and provided oversight for the month-end close process, consolidation, and reporting of 18 entities—including a reporting package for the CFO and Investor Relations.➤ Reduced close time for reporting by 5 days and took charge of SEC reporting including reviewing 10Q and 10K filings, statement of cash flow, EPS calculations, and earnings releases.➤ Implemented SOX compliance across all operational cycles, partnering with Protiviti and PwC. Managed quarterly reviews and annual audits in collaboration with Deloitte.

Santa Clara, California, Us

Responsible for financial accounting and reporting. Performed valuation for $5M acquisition.

Santa Cruz, Ca, Us

Santa Cruz, Ca, Us

Gb