Joseph David Email & Phone Number

Detroit, Mi, Us

Aurora, Ontario, Ca

San Diego, California, Us

Guiding clients on small to large ERP system implementations including project design and execution strategy, business requirements including proper controls, process re-engineering, technical development, inclusion of boundary systems, and new global COA structures

Detroit, Michigan, Us

Executive leadership of General Motors Audit Services (GMAS) in the Americas, Europe, China, South America as well as Strategy Executive over startup innovation. Professional leadership and management of the Audit Committee of the Board of Directors. Ownership of the development, execution, and reporting of the annual risk-based audit plan. Transformed programs for talent and internal audit operations implementing rotational programs and free agency for developing future business leaders. Strong ethical compass, maintaining the highest levels of objectivity, integrity, and ethics. Exhibits "a do the right thing attitude" and managerial courage for delivering in adverse situations. Designed GM's startup strategy for ideating, incubating, and nurturing startups based on "Lead and Disrupt" by Stanford Professor Charles O'Reilly.

San Jose, California, Us

Served as an advisor to the finance and operations executive teams during pre/post IPO and prepared schedules for S-1 filingProvide technical accounting guidance surrounding complex accounting topicsDesigned Oracle systems and procedures for implementation of new systems processesImplemented best practices for reorganizing inventory operations and systems with emphasis on controls for best practices and SOXImplemented processes to reduce the time for the monthly/quarterly financial close

Chandler, Arizona, Us

Advised on strategy for spinning off ERP systems as JDS Uniphase became two public companies. Led teams for design and implementation of system for the new public company.

irisnote provides an electronic notebook that empowers researchers and scientists today by accelerating discovery, eliminating experiment replication, and codifying institutional knowledge – all within a compliant environment. We are a complete solutions company. We complement our industry-leading electronic lab notebook offering with best of breed products and services to support the entire lifecycle of research and development. Our goal is to work in partnership with our customers to deliver and support comprehensive information systems that help organizations solve important problems, improve research efficiencies, and capture and protect their R&D investments.

Personic is a consulting firm focused on finance, accounting, and business solutions with subject matter experts in revenue recognition, IPO and M&A transactions, compliance and assurance, and ERP servicesRoles held for clients include:Served multiple early-to-middle stage software companies with financial modeling, fundraising, and technical accountingInvestment advisor on successful venture capital fundraises and merger/acquisitions of up to $300M.Management of pre-IPO valuation and S-1 filing for IPO process with SEC. Liaison between company, bankers, lawyers, and audit firm.Designed and implemented strategies/execution of financial systems implementations, domestic and international policy strategies, and Sarbanes-Oxley Compliance.Provide staff augmentation/resourcing to multiple clients.Executive Management experience includes:Chief Financial Officer of early-to-middle stage startups.Advisory Board member – consulted with various startups for vetting out financial and operational models, advised companies on establishment of policies and procedures and operational rollouts. Steering Committee seats for various public companies as an advisor to CFO and Controller on strategy for international operations, managing project budgets, managing resource/augmentation needs for clients and being a key liaison between Finance and IT.

Strategize and built business operations plan and financial model for Series B roadshow.Presented spodtronic to over 45 of the world’s top tier VC’s closing Series B financing of $10 million.Built initial roadmap for US strategy and operations.

Reston, Virginia (Va), Us

Built the Global Internal Audit Department for testing business process, Oracle financial system implementations and testing, and Sarbanes-Oxley (Sox).Performed financial and operational reviews which resulted in:Implementation of process to streamline Jamba’s administration of licenses and royalties to music producers, singers, and distributors including reviewing our negotiations process.Implementing new process for identifying, recording, and reporting revenues and accruals related to Jamba’s content delivery with several country managers throughout Europe.Streamlined the Jamba monthly and quarterly close process - various cycles in the controlling department resulting in the implementation of US GAAP in certain aspects of the Recording and Reporting process.Conducted risk assessments and scenario workshops while partnering with Risk Management to identify an Enterprise Risk Management program in the US.Supported the Sox Regulatory department’s requirements for testing.

San Jose, Ca, Us

Managed the Sox Project Management Office (PMO).Performed full operational review of various departments and advised on restructuring departments and streamlining processes. Implemented new procedures to make departments Sox compliant.PMO liaison to Sox compliance audit firm, external auditors, and Senior/Executive management of Xilinx.Coordination and direction of worldwide remediation as a result of regulatory findings.Developed a global remediation and implementation strategy and charter for worldwide Xilinx business and Oracle systemsIdentified to Executive Management how implementation of remediation plans impacted current and future operations and costs of implementation.Integrated IT and the business to ensure parallel paths existed across all levels of Sox.

Worldwide, Oo

Hardware and software revenue recognition, stock-based compensation.Preparation/research of various SEC forms and several comment letters from the SEC on Forms 10-K and 10-Q.Project management roles that include experience in advising and guiding start-up companies in the various phases of operations.Experience with IPO’s and acquisitions ranging from $750M divestitures to carve-outs of $1B revenue divisions. Participated in two IPO’s as lead auditor.National project roles included research and publishing through Deloitte’s National Network, experience in National Training at all levels from new-starts to manager on technical subjects and non-technical subjects.Secretary to D&T’s global Technology, Media, Telecommunications Group giving monthly updates to issues and conclusion made by the FASB or PCAOB in recent meetings.

New York, Ny, Us

Performed staff level auditing of finance companies, banks, and mortgage brokerage companies. Gained knowledge of financing rules and operations including a working knowledge of FDCIA.Performed inventory physical and cycle counts of manufacturers.