- Demonstrate strong leadership by overseeing the accounting function that has seen a 47% reduction in the time required for the monthly financial close process from 15 to 8 days - Responsible for all equity management activity in E*TRADE for over 100 employees, achieving 100% accuracy of all transactions in a timely manner- Play a pivotal role in the creation and successful execution of million-dollar budgets and report directly to the CFO on resource planning- Prepare the monthly, quarterly, and annual financial close packages which include the preparation of the P&L and balance sheet trend analyses and related analyzation of financial data, trends, and performance metrics and present findings to the ELT- Manage quarterly and year-end audit cycles, related audit requests and autonomously lead meetings with the external audit team, which includes the resolution of complex audit matters- Maintain and enhance financial compliance by implementing rigorous accounting policies and procedures, which has led to zero material financial discrepancies or audit findings for over three years

- Assisted in the preparation and filing of the company’s S-1 registration statement and played a key role in the initial public offering process which resulted in a capital raise of over $200 million- Lead the SEC reporting process which includes the drafting of financial statements and related disclosures, facilitation of committee meetings and other internal reviews, and the preparation and filing of the company’s forms 10-Q, 10-K and related 8-Ks achieving 100% on-time filing rate to date- Serve as the subject matter expert for complex technical accounting issues which includes the preparation of memos and performance of related accounting research ensuring full GAAP compliance for various accounting areas including revenue recognition (implemented ASC 606), leasing (implemented ASC 842), investments, and stock-based compensation- Built and managed the company’s control environment which includes the preparation of narratives and company-wide policies, and the creation, implementation and monitoring of over 100 key controls achieving 100% SOX 404 compliance- Serve as the system administrator for all accounting related systems which includes the implementation and monitoring of financial systems which has resulted in a significant decrease in processing time for reporting and month-end close activities

- Managed various teams and in-charged multiple high-profile engagements while playing a key role in remediation of 13 material weaknesses and restatement of prior SEC filings and ultimately the passing of PCAOB inspection which included rigorous deposition relating to audit work performed - Track record of early promotions in a highly competitive, very talented market- Managed and reviewed quarterly and year-end SEC financial disclosures and related financial results, including researching recent accounting pronouncements and concluding on the impact to the financials to ensure compliance with GAAP- Created, monitored, and successfully budgeted multimillion-dollar engagement fees resulting in profitable engagement margin