Experience

Envoy

• United States
• Technology, Information and Internet
• 200 - 300 Employee

• Senior Accountant

  • Oct 2023 - 3 months



Snip io

• United States
• Software Development
• 1 - 100 Employee

• Founder

  • Sep 2022 - Oct 2023

  San Francisco, California, United States



Fivetran

• United States
• Software Development
• 700 & Above Employee

• Accountant

  • Feb 2020 - Aug 2022

  - Designed operational workflows for rapidly growing Cloud Marketplace sales channel, overseeing growth from ~$100k to more than $25m in annual billings. Revised listings from subscription to usage based billing methodology in Cloud Marketplaces to align internal billing processes. Managed diverse relationships with AWS, GCP, Azure stakeholders to improve visibility to customer and monthly billing charges. Aligned Cloud Marketplace unique customer identifiers with internal identifiers for… Show more - Designed operational workflows for rapidly growing Cloud Marketplace sales channel, overseeing growth from ~$100k to more than $25m in annual billings. Revised listings from subscription to usage based billing methodology in Cloud Marketplaces to align internal billing processes. Managed diverse relationships with AWS, GCP, Azure stakeholders to improve visibility to customer and monthly billing charges. Aligned Cloud Marketplace unique customer identifiers with internal identifiers for accurate and reliable reporting. - Implemented Spiff commissions calculations software to manage 400+ sales employees across the entire sales cycle from SDR to AEs. Designed and distributed sales compensation plans to each employee, complying with global and jurisdiction regulatory frameworks. Remitted $10m+ in annual commissions. Performed full cycle accounting function for commissions, designed and implemented ASC 340-40 waterfall and record to report. - Assisted in transition from ASC 840 to ASC 842. Implemented ASC 842 lease accounting Netsuite module for $30m+ lease obligations, performed record to report function. Timely remitted lease payments and managed stakeholder communication for lease vendors. Performed full audit cycle communications and reporting in preparation for IPO. - Performed ASC 360 fixed asset accounting, implemented monthly/quarterly/annual roll-forward processes and oversaw full audit cycle communications and reporting in preparation for IPO. Show less



Snowflake

• United States
• Software Development
• 700 & Above Employee

• Senior Accountant

  • Aug 2018 - Aug 2019

  San Francisco Bay Area - Calculated and submitted to payroll U.S. and international sales commissions in excess of $10m for a high growth and dynamic SaaS company with more than $100m in annual bookings and 200% y/y billings increase. - Utilized understanding of RDBMS, business processes, and commissions framework to design and perform UAT test cases, prepare relational data tables and system/network configuration, and integrate SFDC custom fields in the implementation of Xactly. - Drafted, distributed,… Show more - Calculated and submitted to payroll U.S. and international sales commissions in excess of $10m for a high growth and dynamic SaaS company with more than $100m in annual bookings and 200% y/y billings increase. - Utilized understanding of RDBMS, business processes, and commissions framework to design and perform UAT test cases, prepare relational data tables and system/network configuration, and integrate SFDC custom fields in the implementation of Xactly. - Drafted, distributed, and monitored compliance to and acceptance of fiscal year sales plan documents including unique quota letters and relevant terms and conditions governing more than 500 business development, direct, pre-sales, support, and executive commissionable employees using excel automation, macros, and MS Access database tools. - Sole internal provider of high quality and professional commissions support for employee inquiry and escalation of conflict resolution. - Reviewed order forms, MSAs, and contractual sales agreements to identify items impacting revenue recognition for upfront and time and material based revenue and applied the appropriate commissions treatment. - Assisted in the transition to ASC 606 combining a thorough understanding of the business model, sound application of accounting principles, and the ability to cut through ambiguity to identify, categorize, and amortize deferred commissions in accordance with GAAP in preparation for IPO. - Collaborated with collections to review aged Accounts Receivable, determine the risk of collectibility, and create a policy governing the commissions treatment in the event of default. - Engaged in-house Legal department to memorialize acceptable customer use policy and separately implemented systems controls to identify pipeline and flag sale of service to customers outside of policy. - Leveraged background to assist the technical accounting team in the creation, implementation, and communication of accounting processes and policy. Show less



BlackBerry

• Canada
• Software Development
• 700 & Above Employee

• Senior Compensation Analyst

  • Jun 2017 - Jun 2018

  San Francisco Bay Area - Surveyed 500+ employees to evaluate end-user satisfaction and trust regarding existing commissions tool. - Redesigned monthly payroll calculation and submission process while maintaining integrity and compliance to various applicable labour laws. - Calculated the disbursement of more than $10 million in commissions annually. - Reduced new user setup process time from hours to minutes and eliminated manual intervention by automating the selection and formatting of data for execution… Show more - Surveyed 500+ employees to evaluate end-user satisfaction and trust regarding existing commissions tool. - Redesigned monthly payroll calculation and submission process while maintaining integrity and compliance to various applicable labour laws. - Calculated the disbursement of more than $10 million in commissions annually. - Reduced new user setup process time from hours to minutes and eliminated manual intervention by automating the selection and formatting of data for execution of Xactly Incent batches; separately scoped data requirements, performed gap analysis on existing and desired states, and worked with vendor proserv to complete UAT for automated new hire setup. - Reviewed and analyzed transactional data to ensure correct process flow from multiple and disparate upstream Salesforce instances downstream to the ERP and Xactly Incent. Interfaced with various business partners and stakeholders to ensure accuracy and advise on commissions impact of changes to the different business unit processes. - Researched legacy documentation and engaged IT to configure single sign on (SSO) using exchange credentials from salesforce to Xactly, reducing administrative credential reset burden by 90%. - Generated reporting insights into Sales Development Rep (SDR) efficiency and productivity on a monthly basis while simultaneously creating previously unavailable transactional visibility to SDRs on their compensation details. - Tactfully challenged existing norms in HR and Finance by garnering support for the cause and providing thorough supporting analysis to management. - Managed seasonal softball team garnering 19 participants and creating trust between various departments. Show less



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Management Consulting, Strategy Analyst

  • Apr 2017 - Jun 2017

  Chicago, Illinois - Created and reviewed pitch decks for senior management presentation to potential customers. - Reviewed world-class on-boarding processes, compliance, and human resource policies for a company with 300k+ employees and global footprint. - Internally certified in Hyperion Financial Management, Agile development. - Interviewed and selected for MNC Hyperion consolidation implementation.



Techtronic Industries - TTI

• United States
• Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Aug 2015 - Jul 2016

  Hunt Valley, Maryland - Generated weekly sales report for budget, forecast, and foreign exchange of $5 Billion group for the Group CFO. - Implemented M.S. Access relational database solution utilizing big data concepts for automation of monthly financial reporting. - Reverse engineered existing monthly reporting consol pack and generated off-line database solution for sub-consolidated reporting of Hyperion Financial Management extract for $1 Billion reporting line.

• Internal Auditor

  • Jul 2014 - Jul 2015

  Hunt Valley, MD As a non-Sox regulated company, the Internal Audit department in TTI provides internal assurance and consultative solutions for every functional department from the U.S. to Europe. We work with a variety of Enterprise Resource Planning systems and not only understand, but also improve functional operations from major transaction cycles to procurement, operations, and Human Resources.



Sybase

• Finance Intern

  • May 2012 - Aug 2012

  Dublin, CA Two part internship: May 2011 - August 2011: Provided financial analysis support to the Director of Finance, made journal entries, created an organizational hierarchy for financial reporting for the entire legal entity, and calculated sales executives bonus for their respective region in accordance with their contract and regional requirements. May 2012 - August 2012: Assisted the Director of Finance during the transition to an SAP entity with financial and managerial reporting… Show more Two part internship: May 2011 - August 2011: Provided financial analysis support to the Director of Finance, made journal entries, created an organizational hierarchy for financial reporting for the entire legal entity, and calculated sales executives bonus for their respective region in accordance with their contract and regional requirements. May 2012 - August 2012: Assisted the Director of Finance during the transition to an SAP entity with financial and managerial reporting system. Created budgets, calculated variances for senior management and facilitated conversations to discuss their budget overages. Worked cross functionally with the legal department to understand any issues in transferring global contracts. Show less



Syracuse University

• United States
• Higher Education
• 700 & Above Employee

• Data Entry Specialist

  • 2010 - 2011

  Syracuse, New York Area