Nathan Kirkpatrick Email & Phone Number

San Francisco, Ca, Us

• Lead team of 15+ employees in a rapidly growing business and industry to improve organization-wide efficiency via improvements to processes and technology with a focus on development, management and adoption of the company's core business systems including the ERP system (Microsoft Dynamics 365 Finance and Operations), Power BI, Hyperion Financial Management (HFM), Blackline, Workiva, Reval and others.• Member of company’s Business Improvement Committee (BIC), working with management and key process owners to develop and roll out a project management framework for the identification, prioritization and management of numerous key strategic business initiatives.• Involved as a stakeholder and leader in numerous BIC initiatives including cross functional reporting standardization and organizational realignment, creation of management reporting dashboards utilizing Power BI, procure-to-pay process automation, Salesforce CRM and Allegro energy trading & risk management system implementations, and support of multiple M&A transactions.• Ensure optimal user adoption of technology through change management and training initiatives and process optimization assessments in conjunction with system implementations.• Integrated new team members through multiple organizational realignments, ultimately establishing a structure that aligns business stakeholders with designated technology team counterparts for optimal business end user support.

San Francisco, Ca, Us

• Lead team of 10+ employees to manage the company’s ERP and finance systems applications landscape within a dynamic and constantly shifting business environment with numerous M&A transactions.• Core link between IT, systems applications end users, company transformation needs and the impacts/requirements of corporate office departments.• Project managed and architected technical solutions for process improvement & automation initiatives including more than 100 initiatives within the company’s global accounting department of 60+ people. Key initiatives included implementation of a cash accounting automation system between the company’s treasury (Reval) and ERP systems, automation of consolidated roll forward reporting, and integration between HFM and Workiva for streamlined financial reporting.• Designed and led a re-implementation of Blackline’s account reconciliation and task management modules, utilizing key system automation features including set up of account rules, template governance and introduction of automated matching processes, resulting in significant savings within the monthly accounting close process.• Completed a re-implementation of HFM to support a new consolidation structure resulting from a large corporate merger transaction in 2020.• Formed and managed a Business Intelligence team that utilized Power BI to elevate key business insights through strategic data initiatives and eliminate significant amounts of spreadsheet reliance across the organization.• Worked closely with business owners to identify systems customization needs to be managed through an ERP agile sprint program, directing resources, managing UAT and providing signoff on system updates in compliance with SOX requirements.• Maintained cross functional alliance with departments that have system & data needs including FP&A, operations, structured finance, procurement, AP and others to ensure requirements are prioritized and delivered in a timely manner.

San Francisco, Ca, Us

• Internal business owner and lead for Microsoft Dynamics 365 (D365) and HFM 11.1.2.4 implementations to support company’s ERP upgrade initiative with Q1 2019 go-live.• Directed internal and external resources and architected solutions and key decisions throughout all project phases from selection process through go-live. • Responsible for creation of new chart of accounts and data model that allowed for easier drill up/down into financials. • Managed large data migration and mapping effort for transaction and master data within the ERP and HFM including GL history, Fixed Assets, Cash & Bank, etc. ensuring optimal SOX compliance procedures.• Worked with developers to design and test key integrations between the ERP and HFM, Blackline and other systems.• Managed remote team in Japan to complete local aspects of the implementations.• Developed process maps and implemented training and change management program & documentation for accounting and corporate office departments.• Significant accomplishments of the ERP initiative include achievement of drill back from HFM to D365 transaction detail, intuitive chart of accounts, improved user interface and data processing time, several new module introductions, new dimensionality to support reporting, and streamlined timely integrations.

San Francisco, Ca, Us

• Responsible for managing monthly consolidation process in HFM for 300+ subsidiaries and validating results including proper inflow of data from the company’s ERP system (Microsoft Dynamics AX2009) and accounting for numerous M&A transactions.• Managed staff that performed daily system administration duties for AX2009, HFM and Blackline.• Maintain metadata in HFM for multiple applications with unique sets of metadata per application including numerous alternate hierarchies to support GAAP, IFRS, Tax and FP&A. Set up and utilized ownership matrix forms to calculate entity ownership percentages.• Guided staff and developers to build several custom rules including automated cash flow, and non-controlling interest entries and to develop a real-time ERP data sync.• Built and maintained library of end user reports in Financial Reporting Studio and Smart View including upload to Workiva to support SEC reporting needs.• Responsible for chart of account maintenance and restructuring to support streamlined reporting into the company’s financials and footnotes. • Managed successful ERP/Hyperion implementations for foreign consolidated subsidiaries in Japan and Chile which included localized add-ons as per regulatory requirements, managing local and foreign consultant developers. • Completed a SOX program rollout in the company’s Japan business in 2017.

San Francisco, Ca, Us

• Full accounting responsibility including preparation of audited standalone and consolidated financial statements for multiple local and foreign corporate subsidiaries.• Completed monthly consolidation and translation processes of constantly changing legal entity tree inside ERP system, AX2009.• Member of Hyperion 11.1.2.2 system implementation team which involved design of system hierarchies, data conversion process and all system administration duties. Once live, Hyperion resulted in approximately 1000 hours of annual time savings during the monthly close process.• Responsible for all accounting components related to the company’s IPO transaction and significant corporate restructuring in October 2013.

Us

• Responsible for all accounting functions for operating lease business units.• Coordinated statutory, GAAP, and IFRS audits to lead to issuance of final audited financials.• Efficiently performed all functions of consolidation necessary to roll subsidiary financials up to parent companies in USD and AUD in Peoplesoft.• Executed accounting for multiple corporate restructures due to project acquisitions, and disposals.• Implemented Peoplesoft billing module in 2008.• Managed and trained staff to complete accounts payable/receivable, billing, and general ledger accounting.• Trained new team members in all daily Peoplesoft functions.