Experience

• 

  Vector marketing corporation

  Jan 2002 - Jan 2006

  Branch manager / senior field sales manager

  • Launched and managed a summer branch office, built a team of 35 representatives, and exceeded the sales goal set at the beginning of the campaign• Formed and implemented a business plan with weekly sales and recruiting targets • Accounted for all sources of income and expenditures on a daily basis• Reported weekly sales and recruiting detail to the Division Manager, and performed monthly budget-to-actual analyses• Interviewed and hired new sales staff, conducted training, led workshops, facilitated team meetings, gave motivational/informational speeches, and held personal consultations with representatives• Ranked #29 Sales Rep out of 15,000 representatives nationwide in 2004• President’s Club achiever (2003, 2004, 2005) • Ranked #1 Sales Rep in the San Francisco District Office for three campaigns in 2004 and 2005 Show less

• 

  Kpmg

  Jan 2006 - Jan 2007

  Audit associate

  • Performed financial statement audits, SOX audits, and fraud investigations

• 

  Burr pilger mayer, inc.

  Jan 2007 - Jan 2010

  Senior auditor

  • Supervised public and private company audit engagements, identified material audit adjustments, researched technical accounting matters under US GAAP and IFRS, tested SOX controls • Audited clients in various high tech sectors: SaaS, software, semiconductors, wireless networks

• 

  A2q2 llc

  Sept 2010 - Dec 2013

  Consulting manager

  • Interim Controller for a client’s accounting department; responsible for month-end close and reporting process, operating budgets, accounting policies, technical accounting memos, AP, AR, fixed assets, payroll, GL, consolidations, and all other functions of the accounting department• Managed six IPO readiness projects, of which five companies successfully went public• Managed 3-7 staff on each project; provided on-the-job training, mentoring, evaluations and career guidance

• 

  Pattern energy group

  Dec 2013 - Apr 2019

  • Identified and directed the successful completion of 31 process improvement initiatives in an effort to transform the function into a world-class accounting organization, saving an estimated ~12,500 hours, or 6 FTEs• Redesigned the revenue process to shorten the close by working with the Operations Engineering team to develop internal production and pricing reports and forecasts to close revenue estimates on day -3 rather than +3 • As a member of the ERP implementation team, contributed at all stages of the system implementation from requirements gathering and design through development, data migration and testing• Managed RFP (Request for Proposal) process to change auditors, resulting in a 50% reduction in annual audit fees• Partnered with other accounting leaders to collaborate on cross-functional goals and priorities, and to maintain team alignment and engagement on high impact initiatives within the Accounting organization• Facilitated the remediation of pervasive material weaknesses by influencing executive leadership to set a tone at the top to cultivate a culture of SOX compliance, and improved cross-departmental communication to strengthen the overall control environment• Involved in the implementation of new accounting standards, including ASC 606 and ASC 842 Show less • Led a global team of 15+ in a broad range of accounting functions with stringent SEC deadlines• Responsible for the global month-end close, consolidation, financial reporting and audit management for over 60 legal entities, overseeing accounting results from local teams in San Francisco, Houston, Santiago, Tokyo, and joint venture accounting partners in Toronto• Reorganized the Operations Accounting team for functional alignment to scale the growing team, improve accuracy, and facilitate teamwork and collaboration. This alignment reduced post-close adjustments by 60%• Reduced month-end close by 2 days and automated previously manual processes by implementing new systems and tools such as: Hyperion, Workiva WDesk, Microsoft Dynamics AX Inventory module, Blackline, OneSource• Facilitated the preparation of annual operating budgets; supervised monthly cash forecasting and cash flow management; reviewed budget vs. actual/forecast variance analyses and period over period fluctuation analyses• Together with FP&A, developed reporting of key financial and statistical metrics to provide business insights on a strategic and operational basis• Established and maintained accounting policies, procedures and SOX narratives• Reviewed and approved technical accounting memos for complex, non-routine transactions • Active member of the Company’s Disclosure Committee for 10-K and 10-Q filings Show less • Established an internal audit function following the company’s IPO, focused on SOX compliance year 1 and 2• Maintained a strong relationship with the Audit Committee, executive management, external auditors, and other stakeholders throughout the company• Oversaw implementation and documentation of all SOX process narratives, risk control matrices, and flowcharts; led SOX training, performed risk assessments, conducted walkthroughs, tested controls, and assisted management with deficiency remediation Show less

  • Accounting Director, Special Projects

    Aug 2017 - Apr 2019

  • Assistant Controller

    Jan 2016 - Aug 2017

  • Director of Internal Audit

    Dec 2013 - Dec 2015
• 

  Caredx, inc.

  Apr 2019 - Apr 2020

  Assistant corporate controller

  • Oversaw day-to-day accounting operations, month-end/quarter-end close, consolidation, financial analysis, SEC reporting, technical accounting and SOX compliance for a global accounting team• Reviewed and approved technical accounting memos and reached sound conclusions for complex accounting areas and transactions such as stock-based compensation, segment reporting, business combinations and asset acquisitions, and collaborative licensing and commercialization agreements • Led valuation, financial integration, and accounting efforts for the acquisition of two private software/SaaS healthcare companies• Implemented ASC 606 – Revenue from Contracts with Customers, for the two acquired companies • Reviewed key filing documents such as 10-K, 10-Q and 8-K, and approved disclosure checklists• Reviewed year-end and quarterly tax provision workpapers and memos prepared by third party tax consultants• Reviewed accounting of new leases under ASC 842 – Leases, and approved journal entries in LeaseQuery system • Simplified consolidations by eliminating the use of notional entities, streamlining the chart of accounts mapping from local ERP systems and strengthening controls for intercompany eliminations and foreign currency translation• Provided oversight for a NetSuite ERP global rollout and managed third party consultants • Accelerated the SEC reporting timeline by 8 days from historical filing dates by streamlining external reporting processes and implementing an efficient new SEC reporting tool – Workiva WDesk• Drove a successful 1st year SOX 404(b) implementation, remediating 60+ business process deficiencies down to nil• Prepared quarterly materials for the Audit Committee and presented financial results and accomplishments during Audit Committee meetings • Mentored and motivated directors and managers by creating a better sense of engagement through coaching and empowering direct reports within the corporate accounting team Show less

• 

  Fastly

  May 2020 - Sept 2021

  Assistant corporate controller
• 

  Nitro, inc.

  Sept 2021 - now

  Executive leader with oversight of the Finance organization, including Accounting, Tax, FP&A, RevOps and Deal Desk

  • Senior Vice President, Finance

    Oct 2023 - now

  • VP, Corporate Controller and Interim CFO

    Sept 2021 - Oct 2023