Sr. Software Financial Consultant

• Jan 2021 - Present

Assistant Controller

• Apr 2018 - Jan 2021

COO

• Dec 2017 - Apr 2018

Senior Manager Financial Reporting

• May 2016 - Sep 2017

(formerly Computer Sciences Corporation) • Managing external reporting team of seven for large accelerated filer with approximately $24B annual revenues, 70,000 employees in over 60 countries worldwide • Providing leadership to ensure timely and accurate filings of annual and periodic SEC filings (Forms 10-Q, 10-K, 8-k); automated and organized preparation process to reduced time to file after quarter-end by 5 days • Accounting Liaison to Corporate Communications and Legal departments to support and review preparation of annual report to stockholders and proxy statement, respectively. • Responsible for accurate filing of registration statements with the SEC (Form S-4, Form 10, and the subsequent Amendments), including comment letter responses, for reverse merger • Preparation of offering memorandum and multiple debt registration filings with the SEC (S-4) • Partnered with Investor Relations and FP&A teams to ensure the accuracy of earnings press releases, earnings slides and executive speeches for earnings calls with analysts and investors • Preparation of quarterly materials for presentation at Audit Committee meetings including income statement variance analyses. • Writing Non-GAAP policy and updating Materiality policy, analysis of critical accounting estimate disclosures, and revision of accounting policy disclosures in Form 10-K on revenue recognition, business combinations, fair value, concentration of credit risk, A/R securitization, intangible assets and impairment. • Review of technical accounting memos on variety of complex transactions including A/R securitization, VIEs, sale-leasebacks, business combinations/significant acquisition testing and contingent consideration to ensure compliance with GAAP and SEC regulations. • Responsible for the timely submission of financial data from all corporate departments and business unit finance organizations to Independent auditors. Show less

Senior Manager

• Nov 2015 - Apr 2016

Sr. Manager GL & Reporting

• Sep 2009 - Oct 2015

• Decreased headcount 50% to 6 employees by combining general ledger and reporting departments to a record-to-report function while reducing days for monthly close 50% • Repeatedly recognized as highest performing Division of parent company for timeliness and accuracy of monthly financial statements, disclosures, and reporting metrics • Analyzed balance sheet movements and formulated quarterly variance analyses packages and presentations • Oversaw and coordinated year-end financial review by independent auditors • Implemented Blackline, a web based account reconciliation software in Americas Division • Board of Directors Member to parent company Serco LLC for BPC software implementation • Subject matter expert IFRS and US GAAP – responsible for preparation of white papers and accounting memos to document complex accounting treatments for parent company. Show less

Senior Accountant

• Feb 2007 - Aug 2009

• Prepared SEC Forms 10-Q and 10-K and assisted in the production of annual report to stockholders, proxy statement and quarterly earnings releases • Researched technical accounting and wrote white papers and presentation materials for Board of Directors • US GAAP, SEC Rules and SOX subject matter expert • Annual audit liaison • Prepared SEC Forms 10-Q and 10-K and assisted in the production of annual report to stockholders, proxy statement and quarterly earnings releases • Researched technical accounting and wrote white papers and presentation materials for Board of Directors • US GAAP, SEC Rules and SOX subject matter expert • Annual audit liaison

Manager of Financial Reporting

• Oct 2001 - Jul 2004

• Calculated carve out financial statements and prepared SEC Form 8-K for significant acquisition of Defense Group of AMS. • Compiled Form 10-Q/K SEC filings and assisted with preparation of annual report to stockholders, proxy statement and quarterly earnings releases • Prepared monthly consolidated balance sheet variance analyses • Documented internal controls over financial reporting and led first time implementation requirements under Sarbanes-Oxley Act • Calculated carve out financial statements and prepared SEC Form 8-K for significant acquisition of Defense Group of AMS. • Compiled Form 10-Q/K SEC filings and assisted with preparation of annual report to stockholders, proxy statement and quarterly earnings releases • Prepared monthly consolidated balance sheet variance analyses • Documented internal controls over financial reporting and led first time implementation requirements under Sarbanes-Oxley Act