Chief Accounting Officer (CAO)

• Sep 2021 - Present

Executive in charge of the accounting function of an emerging public Company leading the global accounting operations team including. Main responsibilities include: • Manage a diverse team of 15+ professionals worldwide providing leadership, mentorship and professional development to the entire team; • Lead all aspects of a global complex accounting organization including the close process along; • Oversee all SEC reporting including the 10-Q, 10-K, S-1, S-3, Proxy, Form 4 and 8-K… Show more Executive in charge of the accounting function of an emerging public Company leading the global accounting operations team including. Main responsibilities include: • Manage a diverse team of 15+ professionals worldwide providing leadership, mentorship and professional development to the entire team; • Lead all aspects of a global complex accounting organization including the close process along; • Oversee all SEC reporting including the 10-Q, 10-K, S-1, S-3, Proxy, Form 4 and 8-K filings; • Manages all shared service activity including, billing, collections, payments and payroll; • Collaborates with the CFO and CEO on all investor materials including participating in the quarterly and annual earnings calls; • Serve as the primary liaison with the Audit Committee through formal/informal meetings; • Lead the accounting/finance function through all facets of M&A activity; and • Active participant in all capital raises. Key contributions include: • Rebuilt the entire accounting team within 8 months; • Reduced the average monthly/quarterly close time from 25 day to 7 days; • Remediated 16 material weaknesses within 1 year of being hired through cross functional partnership; • Established an SEC Reporting framework to ensure our quarterly and annual filings were completed accurately and on time; • Raised over $100 million in additional capital through 4 financing rounds; • Lead the accounting/finance efforts through 3 M&A events; • Established strong relationships with the Audit Committee, Board Members and other Executive Leadership team members; • Drafted white papers related to revenue recognition, business combination, inventory write downs, restructuring, complex equity structures, joint ventures, goodwill and asset impairment; • Successfully lead and implemented a new ERP system, S4 Hana; • Enhanced AR processes to reduce our overall aged receivables balances by approximately $5 million (20%) within 4 months

Director of Accounting and Finance

• Nov 2020 - Sep 2021

As the Director of Accounting and Finance I was in charge of the day to day accounting and finance at Surgalign, a fast growing emerging publicly traded company. I assisted our teams in developing and improving the monthly, quarterly and year end process to ensure that we are best in class. I partnered with others throughout the organization to assist in the preparation of key SEC documents including the 10Q, 10K, S-1 etc. I work through challenging accounting topics including goodwill… Show more As the Director of Accounting and Finance I was in charge of the day to day accounting and finance at Surgalign, a fast growing emerging publicly traded company. I assisted our teams in developing and improving the monthly, quarterly and year end process to ensure that we are best in class. I partnered with others throughout the organization to assist in the preparation of key SEC documents including the 10Q, 10K, S-1 etc. I work through challenging accounting topics including goodwill impairment, discontinued operations, revenue recognition and other technical accounting matters.

Assurance Senior Manager

• Oct 2015 - Nov 2020

As an Assurance Senior Manager I had over 12+ years in public accounting serving public, private and emerging growth companies in the healthcare and retail and consumer product industries. Through the impactful relationships I developed, I became a strategic business partner to clients. I helped them navigate complex technical accounting issues, including business combinations, goodwill impairment, and the adoption of new accounting standards. I worked with clients to help identify risks… Show more As an Assurance Senior Manager I had over 12+ years in public accounting serving public, private and emerging growth companies in the healthcare and retail and consumer product industries. Through the impactful relationships I developed, I became a strategic business partner to clients. I helped them navigate complex technical accounting issues, including business combinations, goodwill impairment, and the adoption of new accounting standards. I worked with clients to help identify risks within their process and provide practical solutions on controls to mitigate their overall risk.

Assurance Manager

• Oct 2012 - Sep 2015

Assurance Senior

• Oct 2009 - Sep 2012

Assurance Staff

• Sep 2007 - Oct 2009

Graduate Research Assistant - Accounting

• May 2006 - May 2007

Accounting Department Office Assistant

• Jan 2004 - May 2006

Accounting Intern

• May 2005 - Aug 2005

Assistant Tennis Professional

• May 2000 - Aug 2005