- Thought partner on the leadership team, specifically navigating the allocation of resources on its strategic initiatives. - Oversee project management of fundraising, customer outreach, marketing and other initiatives- Develop, monitor and analyze financial models, forecasts and budgets to align with company's goals and objectives.- Manage internal communications, IT, legal, compliance and other critical business infrastructure.

- Led the finance and accounting function to ensure timely and accurate financial close- Onboarded new employees and associated compliance requirements- Prepared investor and board financial updates and communications

Apta consulting services allow small and mid-size companies to have access to expertise by providing flexible services to meet their needs. Apta provides ongoing services and project based services. Go to AptaConsulting.com for more information.• Involved in structuring contract terms with legal and sales organizations • Worked on cross functional teams to establish quote to cash process for public companies• Created contract negotiation playbook and terms library to streamline contract close process• Assisted in creation of three tier partnership program for a public, open source software company• Collaborated on B2B business model for start-up SAAS company to optimize its go to market strategy• Led cleanup project on product SKU list with product development and marketing teams• Developed brand relaunch project plan and strategy for a second-generation small business• Managed project with company’s finance team to implement updated accounting guidance• Facilitated software and SAAS industry accounting peer workshops to share best practices• Documented revenue accounting policies under ASC 606 for software and SAAS companies• Worked on an ASC 606 revenue recast and a revenue restatement project, with policy documentation• Assisted in revenue automation business requirement documentation, process design, and user testing

Helped build and host workshops for a consortium of SaaS and software companies to share their revenue accounting experiences and best practices.

• Managed revenue team of seven employees and month end close for $160M in annual revenue• Advised business on contracts to ensure compliance with best practices and revenue policies• Educated legal and sales organizations about their impact on revenue recognition• Collaborated with CEO, CFO and sales leadership to streamline structure of commission plans• Reviewed unusual contract terms to determine proper revenue recognition methodology• Enhanced monthly booking report and processing time of professional service contracts • Created and successfully implemented new revenue controls to address SOX gaps• Designed business requirements for revenue automation concurrent with ERP implementation• Trained and mentored revenue team on revenue policies, documentation and procedures

• Performed external audits for large public and small private clients in technology industry• Conducted revenue audit for Unisys, including supervising and training up to eight seniors and staff• Performed audit of client fair value analysis as part of adoption of ASU 2009-13 and ASU 2009-14• Tested the design, implementation and effectiveness of internal controls under SOX

Data entry of A/P, prepare journal entries, review statements, general office work

Assisted with audit procedures in the healthcare and retail industries in a team environment

prepared biweekly payroll for staff of 50 people, data entry of A/P & A/R, compiled competitive analysis report, customer survey research