Manager of SEC Reporting & Technical Accounting

• Jan 2020 - Present

Accounting Manager, Test & Simulation Division

• Jun 2019 - Dec 2019

- Oversight of global revenue accounting for $460M Test & Simulation division- Design and maintenance of revenue-related SOX controls- Leadership and development of team of revenue accountants- Collaboration with project engineers, order administration, logistics, and legal to ensure accurate revenue recognition

Financial Reporting Manager, Corporate

• Apr 2017 - May 2019

- Lead team of 4 CPAs to deliver monthly consolidation, SEC reporting, and internal financial reporting- Own 10-Q / 10-K for $800M international manufacturer- Deliver monthly financial reporting package to corporate and division leadership- Coordinate global close calendar with 25+ international affiliates; 2 divisions; and corporate treasury, tax and FP&A functions- Perform technical accounting research (adoption of new accounting standards, SEC requirements, new business situations, disclosure requirements)- Validate all public financial disclosures (non-GAAP reporting, earnings release, earnings call scripts, investor presentations, proxy)- Oversee corporate accounting functions: intercompany and stock-based compensation Show less

Senior Financial Analyst

• Sep 2015 - Mar 2017

- Oversight of revenue cycle: measurement of new sales, calculation of commissions, client billing, revenue recognition, month end close, and budgeting/forecasting. - Oversight of revenue cycle: measurement of new sales, calculation of commissions, client billing, revenue recognition, month end close, and budgeting/forecasting.

Accounting Manager, Independent Contractor

• Jan 2015 - Sep 2015

- Managed month-end close process and facilitate post-acquisition integration of new acquisition’s accounting function, XRS Corporation, into parent company, Omnitracs LLC. - Oversaw 401(k) plan audits. - Created and revised accounting policy documentation in preparation for annual audit. - Transitioned financial reporting to private equity format including revision of account mapping, modification of allocation methods for cost of sales and overhead, and segregation of redundant expenses. Show less

Senior Accountant

• Mar 2011 - Nov 2013

Generalist senior accountant for a $60M publicly-traded, high-growth, rapidly changing software company which experienced the launch of two distinct product lines, the sunset of product lines, a business realignment involving $6M in one-time charges, and ultimately integration into the parent company subsequent to acquisition. RESPONSIBILITIES: - Owned preparation of financial statements and related internal management reporting. - Owned SEC reporting (10-Q, earnings release, and 10-K financial statement and MD&A sections) from initial draft through SEC filing, including performing all XBRL tagging. - Senior member of month-end GL team. Critically assessed monthly financial results prior to presentation to Controller and CFO, including leading GL team in the process of researching discrepancies and making final corrections. - Researched and documented accounting policies including warranty and inventory reserves and revenue recognition for arrangements with multiple deliverables. Show less

Staff Accountant

• Jan 2009 - Nov 2009

80% audit and 20% tax preparation and other assurance services for privately-held manufucturing and distribution clients ranging from $2M to $200M in revenue. 80% audit and 20% tax preparation and other assurance services for privately-held manufucturing and distribution clients ranging from $2M to $200M in revenue.

Staff Accountant Intern

• Jan 2008 - Apr 2008

Business Finance Officer

• Jan 2004 - Dec 2007

- Originated over $9 million in subordinate debt and loan guarantee financing to 82 small businesses as part of over $46 million in start-up and expansion projects in central MN in furtherance of the non-profit organization’s community and economic development mission. - Managed reporting for $12 million revolving loan fund including calculation of allowance for loan losses, annual and long-term budgeting, delinquency monitoring, and restructure and collection of defaulted loans. - Originated over $9 million in subordinate debt and loan guarantee financing to 82 small businesses as part of over $46 million in start-up and expansion projects in central MN in furtherance of the non-profit organization’s community and economic development mission. - Managed reporting for $12 million revolving loan fund including calculation of allowance for loan losses, annual and long-term budgeting, delinquency monitoring, and restructure and collection of defaulted loans.