Experience

Evofem Biosciences

• United States
• Biotechnology Research
• 1 - 100 Employee

• Director, SEC Reporting and Operational Accounting

  • Jul 2023 - Present



Curaleaf

• United States
• Alternative Medicine
• 700 & Above Employee

• Senior Director, Financial Reporting & Technical Accounting

  • Apr 2021 - Jul 2023

  •Manage the preparation and publication of quarterly and annual financial statement filings on the Canadian Stock Exchange and the Securities and Exchange Commission, via coordination with accounting, FP&A, legal, investor relations, and an international accounting/finance team •Led the successful implementation of and transition to a new stock-based compensation service provider, ensuring that all operational and technical accounting requirements were met •Partner with treasury to… Show more •Manage the preparation and publication of quarterly and annual financial statement filings on the Canadian Stock Exchange and the Securities and Exchange Commission, via coordination with accounting, FP&A, legal, investor relations, and an international accounting/finance team •Led the successful implementation of and transition to a new stock-based compensation service provider, ensuring that all operational and technical accounting requirements were met •Partner with treasury to monitor the Company’s compliance with debt covenants on a quarterly basis •Perform technical accounting analyses, including research, preparation of technical accounting memos, and coordination with internal departments and third-party experts as needed, for complex accounting topics such as debt issuances and modifications, consolidation, acquisitions and divestitures, and segment reporting •Collaborate with CFO and CAO to prepare materials for the disclosure and audit committees. Present financial results, including key accounting issues to disclosure committee on a quarterly basis. •Responsible for project management of Company’s transition from accounting under International Financial Reporting Standards to US GAAP •Develop and deliver training to Accounting and other departments on key accounting initiatives. Draft and publish accounting policies to drive consistent, consolidated reporting under US GAAP •Evaluate the impact of upcoming accounting pronouncements on the Company’s financial statements, and ensure successful adoption of such pronouncements as needed •Coordinate with investor relations to ensure the quarterly press release and related earnings script are complete and accurate from an accounting perspective •Prepare or review several charts within the financial statements, including the statement of cash flows, equity statement, and share-based compensation disclosures Show less



Weyerhaeuser

• United States
• Paper and Forest Product Manufacturing
• 700 & Above Employee

• Senior Financial Analyst

  • Apr 2018 - Apr 2021

  Kalispell, Montana •Prepared weekly, monthly, and quarterly financial statements and analysis for the Kalispell Complex (lumber and plywood manufacturing facility), including variance analysis of budget to actual •Implemented company-wide internal controls, including location-specific controls •Served as the main point of contact for ERP conversion (to SAP S4 HANA), including creating interim procedures to ensure that all items were properly reflected in the financial statements •Coordinated strategic… Show more •Prepared weekly, monthly, and quarterly financial statements and analysis for the Kalispell Complex (lumber and plywood manufacturing facility), including variance analysis of budget to actual •Implemented company-wide internal controls, including location-specific controls •Served as the main point of contact for ERP conversion (to SAP S4 HANA), including creating interim procedures to ensure that all items were properly reflected in the financial statements •Coordinated strategic plan, annual operating budget, and monthly forecasts for the Kalispell Complex •Prepared or reviewed documentation to support monthly and quarterly close process as well as providing support and documentation to external auditors •Partnered with operation staff, including Plant Superintendents, to evaluate results and develop approaches to close any gaps between actual results and budget •Prepared capital spending requests, including ROI and IRR analyses, and monitored capital spending •Supervised local Finance Department staff Show less



Applied Materials

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Jul 2016 - Apr 2018

  Kalispell, Montana •Supported management decision making through expense and profitability analysis •Prepared weekly, monthly, and quarterly analysis of the Semitool Business Unit’s financial statements •Coordinated quarterly, annual, and 5-year operating plan development •Prepared periodic presentations to verify that executives are kept apprised of the business unit’s expected revenue and gross margin position •Served as local/business unit SAP Champion for upgrade and training purposes



Weyerhaeuser

• United States
• Paper and Forest Product Manufacturing
• 700 & Above Employee

• Senior Corporate Audit Associate

  • Apr 2014 - Jul 2016

  Columbia Falls, Montana •Completed audit procedures around the Company’s internal controls (SOX 404 procedures) on behalf of the external auditor and management •Prepared variance analysis of the Company's financial statements prior to quarterly filings •Performed operational reviews of the Company's various accounting units •Provided consultation on the application of accounting standards •Coordinated between the Company's Corporate Audit team and the external auditor



Junkermier Clark Campanella Stevens PC

• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Dec 2013 - Apr 2014

  Kalispell, Montana • Performed audits of non-profit and governmental organizations, including testing fixed assets, revenues, cash, receivables, and expenses • Prepared financial statements for non-profit clients, including cash flow statements and all reporting disclosures and accompanying schedules



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Senior

  • Sep 2011 - Dec 2013

  Las Vegas, Nevada Area •Participated in all aspects of the audit of a large SEC accelerated filing Hotel and Casino Operator-including planning, the audit of cash, hotel and entertainment revenues, hotel and entertainment expenses, hotel and casino receivables, debt, and reporting •Completed audit procedures around the Client’s internal controls (SOX 404 procedures) •Performed first year implementation of internal control (SOX) testing procedures on the Client’s subsidiary in Macau •Performed agreed upon… Show more •Participated in all aspects of the audit of a large SEC accelerated filing Hotel and Casino Operator-including planning, the audit of cash, hotel and entertainment revenues, hotel and entertainment expenses, hotel and casino receivables, debt, and reporting •Completed audit procedures around the Client’s internal controls (SOX 404 procedures) •Performed first year implementation of internal control (SOX) testing procedures on the Client’s subsidiary in Macau •Performed agreed upon procedures, such as issuance of comfort letters for Client debt deals and re-performance of Internal Audit work •Provided guidance and supervision to newly hired associates •Provided a leadership role within the office by coordinating an Impact day volunteerism site for 20+ Deloitte professionals, facilitating recruiting events and presentations, organizing peer events, and serving in a mentorship role for several newly hired professionals and interns •Work directly with individuals at all levels within the Client organization Show less



University of Nevada-Las Vegas

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant

  • Aug 2010 - May 2011

  Las Vegas, Nevada Area •Assisted professors in the department of Accounting with various tasks including grading papers and proctoring exams •Provided course planning assistance to incoming and current graduate students



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Intern

  • Jul 2010 - Aug 2010

  •Helped develop and complete workpapers to assist in Quarterly Reviews for SEC clients •Sat in on planning meetings to determine best practices in carrying out the 2010 audit of a major SEC client •Participated in "drop and counts" for a casino client



Alan Waxler Group

• Accounting Intern

  • Dec 2009 - May 2010

  •Audited corporate credit card usage •Processed purchase orders, invoices, and cut checks for the Accounts Payable function (using MAS 90 accounting software) •Generated invoices and statements for the Accounts Receivable function (using MAS 90 accounting software) •Participated in month and year end close procedures



The MIT Group

• Business Analyst

  • May 2009 - Dec 2009

  This was a temporary contract position during which I helped the computer programers at the MIT Group to write software for my former employer, Associated Wholesale Grocers. My primary tasks were as follows: •Wrote functional documentation detailing software requirements for programmer use •Composed user documentation to accompany newly written remote order entry software •Worked with programmers and developers to clarify software requirements



Associated Wholesale Grocers

• Wholesale
• 700 & Above Employee

• Retail Systems Coordinator

  • Nov 2007 - Apr 2009

  Kansas City, Missouri Area •Coordinated with multiple Point of Sale vendors on behalf of affiliate stores •Facilitated AWG Information Systems development based on retailer needs •Provided technical support for store Point of Sale, credit card, wireless, and order entry equipment •Tested and implemented new remote order entry system to be deployed to over 1500 stores



Kroger

• United States
• Retail
• 700 & Above Employee

• Assistant Store Manager

  • Sep 2001 - Nov 2007

  Kansas City, Missouri Area Assistant Store Manager •Wrote sales forecast, often within 1% of actual, to facilitate accurate inventory and staff levels •Managed store level profit and loss •Recruited, hired, reviewed, and supervised approximately 120 employees •Trained, coached, and motivated employees to achieve desired sales and customer service results •Supervised store and department merchandising and food safety standards Customer Service Manager •Audited cash on hand and bank deposits for… Show more Assistant Store Manager •Wrote sales forecast, often within 1% of actual, to facilitate accurate inventory and staff levels •Managed store level profit and loss •Recruited, hired, reviewed, and supervised approximately 120 employees •Trained, coached, and motivated employees to achieve desired sales and customer service results •Supervised store and department merchandising and food safety standards Customer Service Manager •Audited cash on hand and bank deposits for accuracy •Maintained accurate cash records utilizing Vericash cash management software •Supervised and wrote schedule for 40 people Show less



Adecco

• Switzerland
• Staffing and Recruiting
• 700 & Above Employee

• Office Assistant

  • 2001 - 2001

  This position was at Kansas Bureau of Investigation for two summers while on break from school, 1999 and 2001. ·Scanned, filed, and entered juvenile and adult records into database ·Maintained complete confidentiality of all records ·Called agencies to verify accuracy of all records