Marshall Smith

Marshall Smith Email and Phone Number

Accounting & Finance Professional - early stage companies @
Marshall Smith's Location
Palo Alto, California, United States, United States
Marshall Smith's Contact Details

Marshall Smith work email

Marshall Smith personal email

n/a
About Marshall Smith

Seasoned Finance/Accounting professional with extensive expertise in the life science and high tech industries. Experienced in building a solid financial infrastructure to enable a company to scale successfully. Presently an Accounting & Finance Professional for early stage companies and previously the head of Financial Planning and Analysis for established companies. Solid track record in accounting system setup/maintenance, general ledger, financial reporting, financial modeling and budgeting.Specialties: Acctg. setup/maintenance/enhancement, COA, close, reporting, BOD packages, cash mgmt, checks, recons, invoicing, A/R, GL entries, payroll, compliance and contracts. Financials for financings. Budgets, forecasts and financial analysis. Government contract accounting and reporting - SBIR contracts. Internal and external reporting – Mo. and QTR. Audits, tax prep., 1099s, equipment financing and leases. Financial processes, procedures and Company Finance Manual.

Marshall Smith's Current Company Details
Marshall Consulting - Finance & Accounting

Marshall Consulting - Finance & Accounting

Accounting & Finance Professional - early stage companies
Marshall Smith Work Experience Details
  • Marshall Consulting - Finance & Accounting
    Sole Proprietor
    Marshall Consulting - Finance & Accounting Oct 2000 - Present
    San Francisco Bay Area
  • Peopleconnectstaffing.Com
    Accounting Professional - Consultant
    Peopleconnectstaffing.Com Feb 2012 - Dec 2014
    Improved an existing finance and accounting infrastructure for this operationally self-funding company. Improved the accounting on Quickbooks Online, perform the accounting & close hands on. Improved the vendor & customer files and the corporate office. Ad hoc financial analysis for senior management.
  • Senzex Corporation
    Accounting Professional - Consultant
    Senzex Corporation Jan 2011 - Dec 2014
    Set up a scalable finance and accounting infrastructure for this new collaboration financed company. Put in place the foundation for successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Established scalable procedures as the guide for well ordered operations. Ad hoc financial analysis for senior management.
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  • Incube Labs
    Accounting & Finance Professional - Consultant
    Incube Labs Apr 2012 - Aug 2013
    San Jose
    Improved an existing finance and accounting infrastructure for this incubator company. Improved the accounting on Peachtree, performed the accounting & close hands on for selected incubating entities and fund companies and improved the vendor & customer files. Improved the company finance manual as the guide for well ordered operations. Participated in developing company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for entity financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
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  • Amunix
    Finance & Accounting Professional - Consultant
    Amunix Nov 2006 - Apr 2013
    Set up a scalable finance and accounting infrastructure for this new (self-funded/collaborations) company. Put in place the foundation for future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting hands on, established the vendor & customer files and the corporate office. Established scalable procedures and produced a company finance manual as the guide for well ordered operations. Participated in developing the company annual operating budgets, rolling monthly forecasts (dry well projection) and budget versus actual reporting. Prepared financial material for monthly meetings. Ad hoc financial analysis for senior management
  • Onthread
    Accounting Professional - Consultant
    Onthread Feb 2012 - Nov 2012
    Set up a scalable finance and accounting infrastructure for this new Angel backed company. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Trained a FT employee to take on all aspects of finance and accounting.
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  • Hiemstra Product Development
    Pt Cfo - Consultant
    Hiemstra Product Development 2007 - 2012
    Improved an existing finance and accounting infrastructure for this operationally self-funding company. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the corporate office. Improved the company finance manual as the guide for well ordered operations. Ad hoc financial analysis for senior management. Participated in the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for M&A activities (after several possible deals the company was sold to Lunar Design).
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  • Cobalt Technologies
    Interim Controller - Two Stints
    Cobalt Technologies Sep 2009 - Feb 2011
    Mountain View, Ca
    Improved an existing finance and accounting infrastructure for this VC-backed company - which carried them through financings and successful audits. Assisted in the structure for the successful future financings, audits and finance hires. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the corporate office. Improved the company finance manual as the guide for well ordered operations. Participated in the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
  • Leptos Biomedical
    Accounting Professional - Consultant
    Leptos Biomedical Jun 2006 - Nov 2008
    Redwood Shores - Then Mn
    Improved an existing finance and accounting infrastructure for this VC-backed company - which carried them through financings and successful audits. Put in place the foundation for the successful future financings, audits and finance hires. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the corporate office. Established scalable procedures and improved the company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
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  • Ciranova, Inc - Sold To Synopsis
    Pt Controller
    Ciranova, Inc - Sold To Synopsis 2007 - 2008
    Improved an existing finance and accounting infrastructure for this VC-backed company - which carried them through financings, successful audits and later sale. Put in place the foundation for the successful future financings, audits and finance hires. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the corporate office. Enhanced scalable procedures and improved the company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared and presented financial material for BOD meetings. Ad hoc financial analysis for senior management.
  • Restoration Robotics, Inc.
    Pt Accounting Manager
    Restoration Robotics, Inc. Sep 2005 - Aug 2006
    Mountain View
    Set up a scalable finance and accounting infrastructure for this new VC-backed company - which carried them through Series B, successful audits and commercialization. Put in place the foundation for the successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Established scalable procedures and produced a company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
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  • Avidia - Then Sold To Amgen
    Pt Controller
    Avidia - Then Sold To Amgen Aug 2003 - Sep 2005
    Mountain View
    Set up a scalable finance and accounting infrastructure for this new VC-backed company - which carried them through Series B, successful audits and a sale of the company to Amgen. Put in place the foundation for the successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Established scalable procedures and produced a company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
  • Pathway Diagnostics
    Accounting Professional - Consultant
    Pathway Diagnostics Nov 2002 - Jun 2004
    San Francisco - Then Malibu
    Set up a scalable finance and accounting infrastructure for this new, internally funded Bay City Capital company. Put in place the foundation for successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting hands on, established the vendor & customer files and the corporate office. Established scalable procedures and produced a company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management
  • Nfocus Neuromedical
    Finance & Accounting Professional - Consultant
    Nfocus Neuromedical Nov 2000 - Jun 2002
    Menlo Park
    Built up a scalable finance and accounting infrastructure for this early stage - just out of the incubator VC-backed company. Put in place the foundation for successful future financings, audits and finance hires. Performed the early stage accounting hands on (using Sage - Peachtree), established new vendor & customer files and the corporate office. Enhanced scalable procedures and produced a company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
  • Coapt Systems
    Finance & Accounting Professional - Consultant
    Coapt Systems Apr 2000 - Nov 2001
    Palo Alto
    Set up a scalable finance and accounting infrastructure for this new Angel to VC-backed company. Put in place the foundation for successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Established scalable procedures and produced a company finance manual as the guide for well ordered operations. Produced the company annual operating budgets, rolling monthly forecasts (dry well projection), budget versus actual reporting and five-year financial plans for financings. Prepared financial material for BOD meetings. Ad hoc financial analysis for senior management.
  • E*Trade Financial
    Financial Planning Manager
    E*Trade Financial Feb 1998 - Mar 2000
    Produced total company annual operating budgets, rolling monthly forecasts, budget versus actual reporting during a period of high growth and subsequent decline. Financial modeling of various aspects of the business, spanning all departments, for business decision support. Ad hoc financial analysis for senior management.
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  • Heartport Inc
    Financial Planning Manager
    Heartport Inc Oct 1996 - Feb 1998
    Redwood City
    Produced total company annual operating budgets, rolling monthly forecasts, budget versus actual reporting and five-year financial plans for financings. Financial modeling of training program offerings, revenues & expenses for various centers based on the number and types of procedures. Ad hoc financial analysis for senior management.

Marshall Smith Skills

Financial Reporting Start Ups Financial Analysis Finance Financial Modeling Forecasting Auditing Accounting General Ledger Payroll

Marshall Smith Education Details

Frequently Asked Questions about Marshall Smith

What company does Marshall Smith work for?

Marshall Smith works for Marshall Consulting - Finance & Accounting

What is Marshall Smith's role at the current company?

Marshall Smith's current role is Accounting & Finance Professional - early stage companies.

What is Marshall Smith's email address?

Marshall Smith's email address is ms****@****wiz.net

What schools did Marshall Smith attend?

Marshall Smith attended California Polytechnic State University-San Luis Obispo, California State University - East Bay, Golden Gate University.

What skills is Marshall Smith known for?

Marshall Smith has skills like Financial Reporting, Start Ups, Financial Analysis, Finance, Financial Modeling, Forecasting, Auditing, Accounting, General Ledger, Payroll.

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