Financial Executive Consultant
Current2013 – Present and 2004 – 2009 ▶️ SCOPE: Served in a CFO and Controllership capacity across public and private companies with experience encompassing SEC, management and foreign parent reporting, domestic and international consolidations, period end close, G/L, A/P, A/R, and payroll. ▶️ NOTABLE IMPACTS:➜ Improved monthly reporting packages, ensured accurate reporting, increased use of analysis/metrics.➜ Slashed the length of the monthly close by 20%-50%.➜ Conducted accounting research and prepared white papers related to revenue recognition (ASU 606), stock compensation (ASU 718), mortgage servicing rights (ASU 860), internal use software (ASU 350), variable interest entities (ASU 810, ASU 2015-02), discontinued operations (ASC 205-20), subsequent events (ASC 855), related party disclosures (ASC 850), and government grants (IAS 20.7). ➜ Masterminded two multi-departmental projects to improve management of advertising campaigns and product royalty contracts, which achieved $225K and $200K savings.➜ Played a key role in two successive company restructuring projects. ➜ Formulated restructuring plans with senior management for two venture capital portfolio companies reducing expenses by 30%.➜ Structured and negotiated equity/bridge financing transactions for portfolio companies over $20M.➜ Planned and supervised integration of finance departments of five acquired companies while achieving $285K in cost savings.➜ Executed sell-side financial due diligence for a $16M sale and performed buy-side financial due diligence for a $15M acquisition. ➜ Integrated the subsidiary and regional policy manuals for bad debt, inventory reserve, revenue recognition, and vendor receivables into worldwide versions in relation to a $2B acquisition. ➜ Provided direction to operational/compliance audits of government entities and wrote published reports of findings and recommendations to the Audit Committee of the California Legislature.
