- Negotiated vendor cost savings resulting in an expense reduction of 10% year-over-year. - Spear-headed restructuring plan resulting in 10% savings year-over-year. - Implemented service rate price increase, which led to a 5% increase in service revenue.- Refined key customer incentive programs contributing 3% to revenue.- Implemented product price increases to maintain gross margins in times of increasing costs.- Systemized vendor payments, resulting in a 2-day decrease in… Show more - Negotiated vendor cost savings resulting in an expense reduction of 10% year-over-year. - Spear-headed restructuring plan resulting in 10% savings year-over-year. - Implemented service rate price increase, which led to a 5% increase in service revenue.- Refined key customer incentive programs contributing 3% to revenue.- Implemented product price increases to maintain gross margins in times of increasing costs.- Systemized vendor payments, resulting in a 2-day decrease in accounts payable processing time.- Managed purchase and integration of new business.- Implemented QuickBooks; a new chart of accounts and customized, scheduled, on-demand reporting.- Implemented employee time tracking app, resulting in increased visibility and ability to manage employee performance.- Optimized key employee compensation incentives, contributing to increased employee discretionary effort. Show less

Functionally- Controller and Accountant- Internal and external reporting for 7 entities - Public company readiness- Annual, quarterly and monthly closes- Quarterly and annual audits- Cash management and forecasting- Facilities and vendor management- Anything else that came up

Corporate Controller - Inherited audit material weakness; led finance IPO readiness BOD initiative resulting in clean, IPO- ready financials, as evaluated by E&Y. - Managed NetSuite OneWorld, RevPro/Zuora and internally developed application implementations.- Acquired Brazil entity, including conversion to US GAAP, while complying with Brazil tax standards.- Optimized financial statement close process and reduced close time by over 75%.- Scaled team from 4 to 20 in… Show more Corporate Controller - Inherited audit material weakness; led finance IPO readiness BOD initiative resulting in clean, IPO- ready financials, as evaluated by E&Y. - Managed NetSuite OneWorld, RevPro/Zuora and internally developed application implementations.- Acquired Brazil entity, including conversion to US GAAP, while complying with Brazil tax standards.- Optimized financial statement close process and reduced close time by over 75%.- Scaled team from 4 to 20 in preparation for IPO. Organizational Development - Neuroscience-based thought leadership in people and company performance optimization.- Qualitative data analysis for performance and curriculum management.- Course development and training facilitation. Show less

Areas of focus:- Business process improvement- Evaluated, redesigned and monitored clients’ accounting, administration, and close related processes through strategic use of tools, analytics and training, simplification of processes, use of estimates, and influence of inputs. - Initial Public Offering ("IPO") process- From pre-IPO initial assessment including audit-readiness preparation to initial filings and amendments, regulatory comment letter resolution, and first year public… Show more Areas of focus:- Business process improvement- Evaluated, redesigned and monitored clients’ accounting, administration, and close related processes through strategic use of tools, analytics and training, simplification of processes, use of estimates, and influence of inputs. - Initial Public Offering ("IPO") process- From pre-IPO initial assessment including audit-readiness preparation to initial filings and amendments, regulatory comment letter resolution, and first year public company filings.- Mergers and Acquisitions- From due diligence to preparation of closing/opening financials and working capital calculations/negotiations, company policies and procedures on-boarding, through overall business year 1 integration.- Emerging technical guidance implementation-Founding team member of the HR committee, responsible for initial design and implementation of Connor Group's performance review process.Industries:- Internet/media- Biotech- Software (SAAS and on-premise)- Manufacturing/hardwareGlobal on-site operational experience:- Asia (China, Japan)- Europe (France, Germany, Switzerland, Belgium, Denmark)- North America (Canada and various States in the US)Company sizes and maturities:Early phase start-up to pre-IPO private to mid and large cap established public companies. Show less

Formerly NASDAQ listed co with 10+ foreign entities; during 2-year tenure, participated in 6 restructurings, 3 divestitures and 2 acquisitions, while reducing time-to-close by 50% and absorbing 40% accounting headcount reduction.

Forensic accounting and M&A close, integration and purchase price dispute resolution.

Sr SEC reporting analyst, SEC reporting manager, Asst ControllerGlobal SOX (Finance and IT) implementation and compliance, external reporting, and technical accounting