Experience

Venus Hair

• Canada
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2011 - Jan 2018



EndoGastric Solutions

• Medical Equipment Manufacturing
• 1 - 100 Employee

• Corporate Controller

  • Jul 2008 - Dec 2011

  EndoGastric Solutions, Inc. – Manufacturer of medical devices for treatment of reflux disease and obesity Manage finance staffing, accounting, consolidations of US and European subsidiaries, forecasting, order administration, customer service and management reporting. Revenue increasing 4X during this period. Accomplishments include implementation of enterprise accounting system and improved processes and controls, resulting in significantly reduced audit fees, business insurance costs,… Show more EndoGastric Solutions, Inc. – Manufacturer of medical devices for treatment of reflux disease and obesity Manage finance staffing, accounting, consolidations of US and European subsidiaries, forecasting, order administration, customer service and management reporting. Revenue increasing 4X during this period. Accomplishments include implementation of enterprise accounting system and improved processes and controls, resulting in significantly reduced audit fees, business insurance costs, improved gross margins and cash collections activity, and tighter cash management. Implemented processes for European and ROW distributor business. Assisted in raising $50M+ in two rounds of equity financing. Manage 6 employees in the US. Show less EndoGastric Solutions, Inc. – Manufacturer of medical devices for treatment of reflux disease and obesity Manage finance staffing, accounting, consolidations of US and European subsidiaries, forecasting, order administration, customer service and management reporting. Revenue increasing 4X during this period. Accomplishments include implementation of enterprise accounting system and improved processes and controls, resulting in significantly reduced audit fees, business insurance costs,… Show more EndoGastric Solutions, Inc. – Manufacturer of medical devices for treatment of reflux disease and obesity Manage finance staffing, accounting, consolidations of US and European subsidiaries, forecasting, order administration, customer service and management reporting. Revenue increasing 4X during this period. Accomplishments include implementation of enterprise accounting system and improved processes and controls, resulting in significantly reduced audit fees, business insurance costs, improved gross margins and cash collections activity, and tighter cash management. Implemented processes for European and ROW distributor business. Assisted in raising $50M+ in two rounds of equity financing. Manage 6 employees in the US. Show less



Workshare

• United Kingdom
• Software Development
• 1 - 100 Employee

• Corporate Controller

  • 2006 - 2008

  Workshare – A security software company located in San Francisco, CA Manage finance functions, which include staffing, accounting, consolidations, forecasting, and cash flow. Accomplishments include implementation of a worldwide enterprise accounting system, and revision of the Company’s transfer pricing and functional currency. Assisted in raising $23M in financing for the Company. Managed 10 employees in the US and UK. Workshare – A security software company located in San Francisco, CA Manage finance functions, which include staffing, accounting, consolidations, forecasting, and cash flow. Accomplishments include implementation of a worldwide enterprise accounting system, and revision of the Company’s transfer pricing and functional currency. Assisted in raising $23M in financing for the Company. Managed 10 employees in the US and UK.



ShapeXpress

• Burlingame CA

• owner

  • 2003 - 2006

  ShapeXpress – A premier women’s fitness club and spa located in Burlingame, CA Identified and purchased franchise, leased location, managed build-out, developed marketing plan, created marketing collateral, hired and trained staff. Staff of seven. ShapeXpress – A premier women’s fitness club and spa located in Burlingame, CA Identified and purchased franchise, leased location, managed build-out, developed marketing plan, created marketing collateral, hired and trained staff. Staff of seven.



Elance

• United States
• Technology, Information and Internet
• 400 - 500 Employee

• Sr Director of Finance

  • 2002 - 2002

  Elance, Inc. – Enterprise software and online marketplace Senior Director of Finance Managed finance and office administrative functions for this start-up, including staffing, forecasting, cash flow, accounting, purchasing and insurance. Other duties included and implementation of finance systems and metrics tracking. During this period, Elance secured its first major enterprise software and hosting deal, which involved complex revenue recognition issues. Also completed the 2001… Show more Elance, Inc. – Enterprise software and online marketplace Senior Director of Finance Managed finance and office administrative functions for this start-up, including staffing, forecasting, cash flow, accounting, purchasing and insurance. Other duties included and implementation of finance systems and metrics tracking. During this period, Elance secured its first major enterprise software and hosting deal, which involved complex revenue recognition issues. Also completed the 2001 PWC audit and obtained $1.5M in lease financing. Staff of seven. Show less Elance, Inc. – Enterprise software and online marketplace Senior Director of Finance Managed finance and office administrative functions for this start-up, including staffing, forecasting, cash flow, accounting, purchasing and insurance. Other duties included and implementation of finance systems and metrics tracking. During this period, Elance secured its first major enterprise software and hosting deal, which involved complex revenue recognition issues. Also completed the 2001… Show more Elance, Inc. – Enterprise software and online marketplace Senior Director of Finance Managed finance and office administrative functions for this start-up, including staffing, forecasting, cash flow, accounting, purchasing and insurance. Other duties included and implementation of finance systems and metrics tracking. During this period, Elance secured its first major enterprise software and hosting deal, which involved complex revenue recognition issues. Also completed the 2001 PWC audit and obtained $1.5M in lease financing. Staff of seven. Show less



AristaSoft

• Mountain View, CA

• Corporate Controller

  • 1999 - 2001

  AristaSoft Corporation – An Application Service Provider located in San Jose, CA Managed finance functions, which included staffing, accounting, consolidations, forecasting, cash flow, implementation of finance systems, purchasing, insurance and participation in the due diligence to raise $100M. Managed administrative functions in Indian subsidiary. Staff of ten in US and three in India. AristaSoft Corporation – An Application Service Provider located in San Jose, CA Managed finance functions, which included staffing, accounting, consolidations, forecasting, cash flow, implementation of finance systems, purchasing, insurance and participation in the due diligence to raise $100M. Managed administrative functions in Indian subsidiary. Staff of ten in US and three in India.



GetSmart.com

• Burlingame CA

• Vice President of Finance

  • 1998 - 1999

  Managed finance and accounting functions of this start-up company, which included staffing, bringing the accounting work in-house, preparing forecasts and cash flow analysis. Participated in the due diligence for fund-raising purposes and the eventual sale of the company to Providian Financial Corporation. Managed finance and accounting functions of this start-up company, which included staffing, bringing the accounting work in-house, preparing forecasts and cash flow analysis. Participated in the due diligence for fund-raising purposes and the eventual sale of the company to Providian Financial Corporation.



Therma-Wave

• Fremont CA

• VP of Finance

  • 1990 - 1998

  A semiconductor test equipment manufacturer located in Fremont, CA Vice President of Finance (1996 - 1998) Managed accounting, MIS, treasury, planning and investor relations activities of this $115M company. Participated in roadshow to raise $115M from bond market. Completed filings of S-1 and S-4 registrations. Company grew at compound annual growth rate of 29% (53% in last five years). Staff of 25. Director of Finance (1994 – 1996) Managed accounting, MIS, treasury… Show more A semiconductor test equipment manufacturer located in Fremont, CA Vice President of Finance (1996 - 1998) Managed accounting, MIS, treasury, planning and investor relations activities of this $115M company. Participated in roadshow to raise $115M from bond market. Completed filings of S-1 and S-4 registrations. Company grew at compound annual growth rate of 29% (53% in last five years). Staff of 25. Director of Finance (1994 – 1996) Managed accounting, MIS, treasury, and planning functions. Became member of Company’s Senior Staff. Led task force for Company’s new 100,000-square-foot build-to-suit facilities, which involved site selection, lease negotiations, presentation to Board of Directors, building layout, and move coordination of three buildings into one. Corporate Controller & Treasurer (1993 – 1994) Managed accounting, treasury, and planning functions. Cash management was a priority during this period as Company experienced significant increase in business, rebounding from previous slump. Corporate Controller (1990 – 1993) Managed accounting, treasury, and planning functions. Reduced spending and tightened controls over collections and cash during downturn in business. Show less A semiconductor test equipment manufacturer located in Fremont, CA Vice President of Finance (1996 - 1998) Managed accounting, MIS, treasury, planning and investor relations activities of this $115M company. Participated in roadshow to raise $115M from bond market. Completed filings of S-1 and S-4 registrations. Company grew at compound annual growth rate of 29% (53% in last five years). Staff of 25. Director of Finance (1994 – 1996) Managed accounting, MIS, treasury… Show more A semiconductor test equipment manufacturer located in Fremont, CA Vice President of Finance (1996 - 1998) Managed accounting, MIS, treasury, planning and investor relations activities of this $115M company. Participated in roadshow to raise $115M from bond market. Completed filings of S-1 and S-4 registrations. Company grew at compound annual growth rate of 29% (53% in last five years). Staff of 25. Director of Finance (1994 – 1996) Managed accounting, MIS, treasury, and planning functions. Became member of Company’s Senior Staff. Led task force for Company’s new 100,000-square-foot build-to-suit facilities, which involved site selection, lease negotiations, presentation to Board of Directors, building layout, and move coordination of three buildings into one. Corporate Controller & Treasurer (1993 – 1994) Managed accounting, treasury, and planning functions. Cash management was a priority during this period as Company experienced significant increase in business, rebounding from previous slump. Corporate Controller (1990 – 1993) Managed accounting, treasury, and planning functions. Reduced spending and tightened controls over collections and cash during downturn in business. Show less



Convergent Technologies Group

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Accounting Manager

  • 1983 - 1987

  A computer equipment manufacturer located in San Jose, CA General Accounting Manager, CT Division (1986 – 1987) Accounting responsibilities for this $130M division included coordination of monthly close, account analyses, revenue reporting, and implementation of FASB 86 (Capitalized Software) and FASB 48 (Revenue Recognition). Financial Reporting Manager, Corporate Division (1983 – 1986) Duties included filing annual report, 10-K, 10-Q, and quarterly shareholders' report.… Show more A computer equipment manufacturer located in San Jose, CA General Accounting Manager, CT Division (1986 – 1987) Accounting responsibilities for this $130M division included coordination of monthly close, account analyses, revenue reporting, and implementation of FASB 86 (Capitalized Software) and FASB 48 (Revenue Recognition). Financial Reporting Manager, Corporate Division (1983 – 1986) Duties included filing annual report, 10-K, 10-Q, and quarterly shareholders' report. Assisted in preparation of SEC filings for three debt offerings. Consolidated operating results. Prepared monthly report package for Board of Directors. Also performed tax provision preparation and sales tax reporting. Implemented FASB 33 (Financial Reporting and Changing Prices Disclosure) and FASB 52 (Foreign Currency Translation). Established accounting system for Company’s Japanese subsidiary. Show less A computer equipment manufacturer located in San Jose, CA General Accounting Manager, CT Division (1986 – 1987) Accounting responsibilities for this $130M division included coordination of monthly close, account analyses, revenue reporting, and implementation of FASB 86 (Capitalized Software) and FASB 48 (Revenue Recognition). Financial Reporting Manager, Corporate Division (1983 – 1986) Duties included filing annual report, 10-K, 10-Q, and quarterly shareholders' report.… Show more A computer equipment manufacturer located in San Jose, CA General Accounting Manager, CT Division (1986 – 1987) Accounting responsibilities for this $130M division included coordination of monthly close, account analyses, revenue reporting, and implementation of FASB 86 (Capitalized Software) and FASB 48 (Revenue Recognition). Financial Reporting Manager, Corporate Division (1983 – 1986) Duties included filing annual report, 10-K, 10-Q, and quarterly shareholders' report. Assisted in preparation of SEC filings for three debt offerings. Consolidated operating results. Prepared monthly report package for Board of Directors. Also performed tax provision preparation and sales tax reporting. Implemented FASB 33 (Financial Reporting and Changing Prices Disclosure) and FASB 52 (Foreign Currency Translation). Established accounting system for Company’s Japanese subsidiary. Show less



Atari, Inc

• San Jose, CA

• Senior Financial Analyst, Home Computers Division

  • 1982 - 1983

  . - An electronic games and computer manufacturer located in San Jose, CA . - An electronic games and computer manufacturer located in San Jose, CA



Peat, Marwick, Mitchell & Co

• San Jose, CA

• Senior Accountant

  • 1980 - 1982

  – One of the original “Big Eight” CPA firms, located in San Jose, CA Obtained CPA license in 1982 – One of the original “Big Eight” CPA firms, located in San Jose, CA Obtained CPA license in 1982