Stephen Mann, Cpa Email & Phone Number

Denver, CO, US

San Diego, California, US

Eden Prairie, Minnesota, US

• Hired five months after simultaneous failures of CPQ and billing system migrations (corrupted subscription data and loss of automated invoicing capability for ~4,000 customers) and departure of entire accounting.
• Successfully spearheaded turnaround leading to sale of Alert Logic in 18 months at 100% of target exit price
• Supervised financial QoE and sell-side accounting due diligence processes
• Managed remote team of 24 FTEs and 4 full-time contractors across GL, Tax, and Treasury
• Oversaw global accounting operations for US parent and UK and Colombian subsidiaries
• Coordinated preparation of annual financial statements and related footnotes

Denver, Colorado, US

• Implemented revenue recognition policies for 600+ revenue streams across 43 subsidiaries
• Standardized incentive compensation plan documentation and related accounting policies for 250+ comp plans
• Implemented a centralized ERP (NetSuite) for 43 subsidiares in <8 months
• Implemented a centralized billing systems (Zone Advanced Billing, or "ZAB") for 2 subsidiaries in < 8 months
• Developed an integration "playbook" and road map to migrate the remaining 41 entities to ZAB over 3 years while accounting for 10-15 additional new acquisitions per year
• Reorganized the global accounting team from vertical alignment (by entity) to horizontal alignment (by accounting function)

Denver, Colorado, US

Broomfield, CO, US

• Project Lead for multi-phase RevPro system implementation. Perform technical research, define business requirements, coordinate system development with Information Systems group, reporting development with BI analysts.
• Project Lead for ASC 606 assessment and implementation. Effectively manage Phase II assessment with KPMG; currently under-budget with 95% completion to-date. Target completion of June 30, 2018. Completed Phase 1.
• Assisted with accounting due diligence for two tech-related acquisitions in 2016 and 2017. Managed completion and review of ASC 805 valuations with Quist Valuation, Grant Thornton, and Ernst & Young. Resolved.
• Perform annual goodwill and intangibles impairment analyses for multiple Irish statutory filings.
• Coordinate preparation of quarterly and annual financial statements and related tie-out procedures. Created 40+ hours of time savings through shift to electronic tie-out, including the standardization and automation of.
• Partner with CFO and Director of Finance to implement global booking and commission policies. Implemented global conversion of ACV bookings to MRR bookings model, involving 20 finance, accounting, and information.

Broomfield, CO, US

• Managed six FTE’s and 2 contractors in the US and Ireland. Indirectly advised four accounting staff and one executive in Japan.
• Prepared and reviewed monthly journal entries and account reconciliations, ensuring timely and accurate month-end and quarter-end close cycles.
• Converted two CapMx stock plan databases containing over 2.5M records each Solium Shareworks after nine months of delays under prior project owner. Completed conversion, validation and reconciliation of all data within.
• Developed highly complex Excel models to comply with monthly and quarterly debt covenants, including use of advanced formulas (e.g. INDEX, MATCH, wildcard VLOOKUPs, CHOOSE) to automatically identify, populate and total.
• Performed analysis and managed audit review process for multiple restatement items within six months of hire related to incorrect revenue amortization terms due to consistent extension of software licenses by a key.
• Cross-trained all recurring tasks among Revenue and AR teams within first 12 months.

Denver, CO, US

Senior Consultant specializing in M&A due diligence, valuation, and financial modeling.

Denver, CO, US

• Steering Committee, Social CommitteePurpose: To provide opportunities for our members and prospective members to connect with other like-minded young professionals, established leaders, and the community through social.
• Participate in all Steering Committee and subcommittee meetings
• Develop and execute a strategy for social events for the year including plans for marketing, budget, and promotion of events
• As part of ELC's strategy, identify specific and measurable goals and objectives for social and fundraising events
• Serve as a Mile High United Way liaison for all external events hosted by the ELC
• Assist in the organization and planning of fundraiser events (e.g. Golf tournament, Rockies game, Wine Event, etc).

London, GB

• Work closely with audit teams, client executives, corporate controllers, and other accounting personnel to develop a thorough understanding of clients' business processes and deliver exceptional service.
• Responsible for substantive testing of all balance sheet accounts for public companies ranging from $100 million to $1.5 billion in revenue, respectively, and multiple private clients.
• Perform SOX compliance testing for public companies in the telecom and manufacturing industries.
• Develop critical thinking and analytical skills while working through multinational consolidations, purchase accounting, goodwill impairment analysis, segment reporting, and other complex accounting topics.
• Primary clients spanned Industries including manufacturing, software, telecom, retail, biotec, and private equity (fund of funds). Identified a project lead through an external contact which resulted in a $500,000.

Managed roughly $210,000 in assets. Responsible for billing of quarterly dues, cash collection, deposits, timely payment of bills, monthly close and financial reporting for both the Club and Foundation, and maintaining adequate records for good standing with the District. Also responsible for all financial-related matters pertaining to the DCCR Foundation.

Chapel Hill, NC, US

Washington, District Of Columbia, US

• Prepared federal and state income tax returns for clients earning less than $48,000. Certified at basic, intermediate, and advanced levels through IRS Link & Learn e-training program.
• Managed e-file process, including troubleshooting rejected returns.

Master Of Accounting, Accounting

Business Administration, Finance