Will Marshall

Will Marshall Email and Phone Number

VP of Finance @ Kelvin Inc.
Will Marshall's Location
Lake Oswego, Oregon, United States, United States
Will Marshall's Contact Details
About Will Marshall

Over 10 years leadership roles at Series B venture backed healthcare and healthtech startups. Passionate about building companies around game-changing technologies from the ground up.

Will Marshall's Current Company Details
Kelvin Inc.

Kelvin Inc.

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VP of Finance
Will Marshall Work Experience Details
  • Kelvin Inc.
    Vp Of Finance
    Kelvin Inc. Nov 2021 - Present
    Houston, Texas, Us
  • Qualtrics
    Senior Manager, Corporate Controller
    Qualtrics Jul 2021 - Feb 2022
    Provo, Ut And Seattle, Wa, Us
  • Usermind
    Controller (Acquired By Qualtrics)
    Usermind Mar 2021 - Oct 2021
    Seattle, Washington, Us
  • Bridgeworks Capital, Llc
    Partner At Bridgeworks Capital
    Bridgeworks Capital, Llc Mar 2020 - Mar 2021
  • Human Longevity, Inc.
    Director Of Finance
    Human Longevity, Inc. Jun 2019 - Mar 2020
    San Diego, Ca, Us
  • Nuna Inc.
    Controller
    Nuna Inc. Jan 2018 - Jun 2019
    Nuna is a Kleiner Perkins-backed healthcare technology company, whose mission is to help make high-quality healthcare affordable and accessible for everyone. The company does this by building data solutions for healthcare payers and providers to measure and improve their cost and quality outcomes. • Second finance & accounting hire. Promoted two times with increased responsibility in each role.• Hired and managed team of three finance & accounting professionals.• Generated $75k in annual accounting consulting savings by cutting the amount of time it took to complete financial statement close process in half.• Cost savings from consultants allowed for the budget to launch and scale cloud based solutions in accounts payable, payroll & 401(k) admin, and in-house equity management• Generated $50k annual savings with implementation & in-house management of ADP and Solium (equity management tool for employee equity incentive plan, formerly managed by external counsel).• Finance lead for Series B fundraise of $20mm, including all due diligence items for investors. Prepared financial exhibits to Stock Purchase Amendments, Articles of Incorporation, as well as Shareholder and Board Consents.• Presented board deck materials and financial results against KPIs at board meetings.• Composed ASC 606 revenue recognition policy for perpetual license SaaS contracts, including up-time performance obligations and warrants given in-lieu of royalty payments.• Reviewed all PBC materials for tax returns, 409a valuations, and investor due diligence requests.
  • Nuna Inc.
    Assistant Controller
    Nuna Inc. Jan 2017 - Jan 2018
  • Nuna Inc.
    Senior Accounting Manager
    Nuna Inc. Dec 2015 - Jan 2017
  • One Kings Lane
    Senior Accounting Manager
    One Kings Lane Jan 2015 - Dec 2015
    New York, Ny, Us
    One Kings Lane was a Kleiner Perkins-backed luxury brand E-commerce company that sold furniture and home accessories. The company had $150mm of top-line revenue in 2013 and was acquired by Bed, Bath, and Beyond.• Managed two senior accountants and two staff accountants and drove $40k in savings by consolidating A/P and payroll functions.• Successfully negotiated $15k reduction in audit fees by increasing scope of interim audit procedures.• Prepared financial statements, footnotes, and MD&A for Company’s 2014 audit.• Wrote technical accounting memos: revenue recognition, discontinued operations, stock option modifications, and lease exits.• Wrote internal accounting guidance and desktop procedures for significant accounts.
  • Gilead Sciences
    Senior Accountant
    Gilead Sciences May 2010 - Oct 2013
    Foster City, Ca, Us
    Gilead Sciences is a research-based biopharmaceutical company focused on the discovery, development, and commercialization of novel medicines. Biopharma, $11bb FY13 revenue• Prepare 10-Q and 10-K tabular data for: cash and investments, convertible debt, foreign currency cash flow hedging, stock option expense, intangibles, and shareholders’ equity. • Prepare quarterly and annual board decks for Treasury items. • Prepare monthly interest income forecast and budget vs. actual analysis.• Prepare Powerpoint investment dashboard for CFO and board audit committee containing portfolio performance vs. benchmark metrics, book yield, portfolio duration, and sector allocation of investments.
  • Ernst & Young
    Senior Auditor
    Ernst & Young Sep 2007 - May 2010
    London, Gb
    Big Four Accounting firm• Deliver assurance services to clients in software, technology, pharmaceuticals, and life sciences—namely Google, Facebook, Genentech, Salesforce.com, and Exelixis.• Senior People Consultant representative for the Senior Palo Alto class, responsible for relaying operational concerns of staff and seniors to the office managing partner.• Audit revenue recognition for IPO documents for Facebook, Fluidigm, and Codexis.

Will Marshall Skills

Accounting Sarbanes Oxley Act Sec Filings Financial Reporting Us Gaap Financial Analysis Revenue Recognition Auditing

Will Marshall Education Details

  • Santa Clara University Leavey School Of Business
    Santa Clara University Leavey School Of Business
    Business
  • Jesuit High School
    Jesuit High School
  • California Cpa (Inactive) License #118517
    California Cpa (Inactive) License #118517

Frequently Asked Questions about Will Marshall

What company does Will Marshall work for?

Will Marshall works for Kelvin Inc.

What is Will Marshall's role at the current company?

Will Marshall's current role is VP of Finance.

What is Will Marshall's email address?

Will Marshall's email address is wi****@****ail.com

What is Will Marshall's direct phone number?

Will Marshall's direct phone number is +150380*****

What schools did Will Marshall attend?

Will Marshall attended Santa Clara University Leavey School Of Business, Jesuit High School, California Cpa (Inactive) License #118517.

What skills is Will Marshall known for?

Will Marshall has skills like Accounting, Sarbanes Oxley Act, Sec Filings, Financial Reporting, Us Gaap, Financial Analysis, Revenue Recognition, Auditing.

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