Lacework Inc – Consultant to VP of Finance and Operations (2019)
Lacework is a leading cloud security and automation platform that provides
and end-to-end experience with better context, more intelligence, and more sophisticated threat detection with revenue exceeding
$30.0M and 100 employees. Employed as a temporary contractor through BVOH.
· As a temporary Controller provided support for the transition
between the outgoing and incoming Accounting Managers.
· Using Excel, improved timeliness and accuracy
of the depreciation and semi-monthly payroll processes.
Switchfly Inc – Consultant to CFO Corporate Controller (2019)
Switchly is a leading ecommerce platform that powers dynamic packaging, loyalty
and other online travel solutions for airlines, finanacial services companies, hotels and other travel brands with revenue
exceeding $50.0M and 100 employees. Employed as a temporary independent contractor.
· Developed aformal contract to billing process with flowcharts improving accuracy and timeliness
of revenue recognition.
· Provided analysis and recommendations for improvements in accounting processes.
· Using Excel, improved efficiency of prepaid recognition process.
· Assisted in company's San Francisco tax Registration.
Textainer Inc – Consultant to Corporate Controller (2019)
Textainer is a publicly traded company with offices worldwide and revenue
exceeding $700.0M and 200 employees. Employed as a temporary contractor through the DeWinter Group.
· Developed and improved bank reconciliation processes for 20 bank accounts.
· Provided recommendations for long-term improvements of
accounting infrastructure.
· Assisted
in monthly and quarterly closes for quicker turnaround.
Nurx Inc – Consultant to Head of Finance (2018)
Nurx is a website drug dispensing service with revenue exceeding $7.5M and 100
employees. Employed as a temporary contractor through BVOH.
· Developed accounting infrastructure from its inception.
· Updated historical financial information bolstering its
integrity.
· Structured
data to maximize information and accessibility for financial planning and analysis.
· Created
spreadsheets to provide detailed support to all reported financial information.
· Established daily accounting routine for incoming staff accountant.
Automile Inc – Interim Controller (2018)
Automile is a fleet tracking software service
with revenue exceeding $6.0M and 30 employees. Employed as a temporary contractor through
BVOH.
· Developed and provided international
consolidated financial statements to CFO.
· Refined financial information and accounting infrastructure improving
efficiency, effectiveness and accessibility for analytical purposes.
·
Developed
with legal team transfer pricing policies between the US, Sweden and Norway.
· Registered and filed sales taxes for 12 states.
· Managed all facets of the company’s
financial processes.
Lotlinx Inc – Controller (2014 – 2017)
Lotlinx provides deep linking technology
for car dealerships to create direct sales leads to car inventorywebsites with revenue exceeding $25.0M and 100 employees.
· Developed an efficient and effective international accounting infrastructure, including restructuring of chart of accounts,
upgrading of Quickbooks and improving reconciliations resulting in savings of $2.5M.
· Managed all facets of the company’s financial processes
in the U.S. and Canada resulting in reduction of month-end close process from 15 days to 5 days.
· Successfully merged U.S. and Canadian accounting systems.
·
Supervised accounting
staff of four in the U.S. and Canada.
· Provided international consolidated financial statements adjusting for currency fluctuations.
· Supported 2014 and 2015 audits for timely completion.
Interactive Memories Inc (DBA Mixbook.com) - Controller/Financial Analyst (2009 - 2013)
Mixbook.com sells customized photo books, calendars and cards. Company experienced revenue growth from $3.0M to $30.0M
and employee growth from 7 to 50 Employees.
· Provided monthly financial reports and analyses to CFO, CEO and investors.
·
Restructured chart of accounts
and financial information improving efficiency, effectiveness and accessibility for analytical purposes reducing monthly close
from 10 to 5 days.
· Contributed for timely completion 2011 and 2012 audits.
· In charge of HR processes insuring employer compliance.
Alliance Analytical Inc - Controller (2008 - 2009)
Alliance Analytical sells refurbished Bio lab equipment with revenue
exceeding $3.6M and 21 employees.
· Provided monthly financial reports to CEO and Investors.
· Restructured chart of accounts and financial information improving efficiency,
effectiveness and accessibility for analytical purposes reducing time of month-end close.
MyTriggers.com Inc - Controller (2007 - 2008)
MyTriggers.com was a shopping comparison website startup with revenue
exceeding $500K and 14 employees.
·
Verified
and maintained financial data integrity improving accuracy for investor K-1 filings.
·
Provided monthly financial
reports to CFO.
· In charge of firm’s assets and accounts during significant restructuring
and downsizing periods.
PSS Corporation - Controller (2006 - 2007)
PSS is a legal holds and retention management software
service with revenue exceeding $3.0M and 20 employees. I was employed as a temporary
contractor through Delyse Nash and Associates.
· Provided monthly financial reports to CFO and President.
· Refined financial information improving efficiency, effectiveness
and accessibility for analytical purposes.
·
Developed
and applied revenue recognition policy using SOP 97-2.
Dealix Corporation - Controller (2000 - 2006)
Dealix was an internet lead provider
service. Company experienced revenue growth from $3.0M to $75.0M and employee growth from 10 to 110.
Founders successfully sold company in 2004.
· Provided weekly and monthly financial reports to CFO,
President and CEO.
· Upgraded automated financial information systems improving
efficiency and effectiveness reducing month end close from 10 to 5 days.
·
Developed firm’s human
resource policy and stock option plan using FAS 123 guidelines.
· Improved collections rate to 96%.
·
Initially managed
company's HR process.
Iverson Financial Systems - Controller (1993
- 1999)
Iverson Financial
Systems was an electronic stock market data service provider. Company experienced revenue growth from $700K to $3.2M and employee
growth from 7 to 35.
·
Provided monthly financial
reports to President and CFO with ratios and recommendations of revenue goals and cost redistribution to maximize profitability.
·
Provided complete financial
budgeting, asset financing, capital structuring, and company valuation supporting company’s growth strategies.
·
Developed company’s
human resource policy and stock option plan using FAS 123 guidelines.
· Improved collections rate to 99.7%
