Luke Bartlett Email & Phone Number

San Diego, Ca, Us

San Francisco, Ca, Us

•Aligning scope of application controls with external auditors, including multiple AWS environments, vendor-managed and home-grown applications•Guiding cross-functional teams automating the user access review process and re-designing the revenue applications change management process•Coordinating and reviewing all Audit Committee materials prior to CFO and Audit Committee Chairwoman review•Performing deficiency impact analysis and re-designing related controls and processes, as needed•Leading two consulting teams, totaling approximately 15 professionals, in the Internal Audit and SOX domains

San Francisco, California, Us

Pre-IPO SaaS company. ARR ~$250 Million. The Company indefinitely delayed its IPO; my position was created for public-readiness and was eliminated in the second reduction in force. References will be provided.•Designed and implemented from scratch a SOX program, including business process and IT general control domains•Led cross-functional team documenting and re-designing the Quote to Cash process•Led cross-functional team re-designing the Commissions process

Foster City, Ca, Us

•Led review of segregation of duties and sensitive access configuration across all business processes•Created an interface inventory of all in-scope applications and evaluated controls design and testing impact•Reviewed draft risk and control matrices to ensure comprehensive risk population and related control framework (Order to Cash, Treasury and Cash Management, Tax and Lease Accounting processes)•Assessed SOX impact of User Acceptance Testing test scripts across all business processes

Design and develop disruptive educational software. Co-founder and CEO; wound down Company.

Radnor , Pa, Us

•Participating member of the CEO’s Senior Leadership Team, addressing the organization’s priority initiatives•Selected and developed a multi-geographic team recognized by the CEO and CFO as high-performing•Served as executive sponsor of Triumph’s global community outreach program•Consulted with Corporate, Business Unit and local site leadership to improve operational effectiveness

Westlake, Texas, Us

•Created and implemented a team deveopment strategy which reduced the use of consultants, with estimated savings of $1.6 million between Fiscal Years 2015 - 2017•Received the Chairman’s Choice award for outstanding performance•Selected and developed a global team, including designing and conducting annual, formalized training programs•Directed and reviewed operational / internal audits and special investigations•Led or participated on special projects designed to reduce organizational risk, including revenue recognition, enterprise risk management and organizational IT Risk assessment

External SOX and Internal Audit consultant providing experienced leadership to various clients, including an $8 Billion insurance company, a global +$1.5 Billion information services company and a Big Four public accounting firm.• SOX PMO Lead for the U.S. market (+$1.2 Billion), responsible for the following:o Traveled to international markets to train client leadership and market CFOs on Revenue Recognition and Financial Statement Preparation processes and controlso Developed and implemented testing methodology pursuant to PCAOB Auditing Standard Number Five (AS5)o Managed a team of up to 15 direct reports, including overseeing execution of financial and operational audits

• Managed financial statement and business process audits, ensuring compliance with GAAP and Corporate standards• Directed various special review engagements, including preparing affiliate process improvement and business recommendation reporting to Executive Management

•Supervised financial, operational and information system reviews, including preparing project reports•Managed project teams ranging in size from one to five members in various international markets, including Asia, Europe, Middle East and North America, with extensive exposure to local cultures, languages and economics•Developed and implemented a department-wide training program integrating new auditors

• Planned and performed financial statement audits for publicly- and privately-held clients in the Biotechnology, Consumer Products, Financial Services, Manufacturing, Pharmaceutical and Telecommunications industries• Completed multiple SEC filings, including S-1 filings and multiple acquisition due diligence projects

Bachelor Of Business Administration - Bba, Accounting

Bachelor Of Science, Business Administration; Accounting