Experience

Model N

• United States
• Software Development
• 700 & Above Employee

• Vice President of Accounting

  • 2022 - Present

  San Francisco Bay Area

• Sr. Director of Finance and Accounting

  • 2018 - 2022

  Foster City, California • Leads all aspects revenue accounting operations ($200M+) from order management to collection and related technical accounting areas. • Representing Finance in the Corporate Deal Desk, approves customer contracts (enterprise SaaS and attached services) to ensure palatable deal profitability and acceptable financial terms. • Functional expert in accounting and financial reporting related matters. Completed the adoption of complex accounting standards such as ASC 606 and ASC 842… Show more • Leads all aspects revenue accounting operations ($200M+) from order management to collection and related technical accounting areas. • Representing Finance in the Corporate Deal Desk, approves customer contracts (enterprise SaaS and attached services) to ensure palatable deal profitability and acceptable financial terms. • Functional expert in accounting and financial reporting related matters. Completed the adoption of complex accounting standards such as ASC 606 and ASC 842. • Supervises highly technical areas such as income tax provision preparation and treasury function specifically cash-flow hedging. • Streamlined the financial close process resulting in a more effective and efficient 7-day close process down from 14 days. • Supervises External Reporting (10-K/Q, 8-K) including reviewing financial statements and the related notes as well as MD&A and ER. • Leads the accounting efforts for business combination and integration. • Established a strong culture of compliance reflected by the results of our SOX program of no reportable deficiency. • Complex ERP system implementation (NetSuite Revenue module) to improve information and data quality. • Scaled the Revenue/AR team by filling key manager roles, redesigning the OTC process and upgrading key applications. • Collaborates with leadership across the company to provide timely reporting to assist in strategic initiatives and key decision processes. • Collaborates with the CFO and the FP&A team to develop revenue and free cash flow guidance. • Led the project of redesigning the SEC P&L to conform with vertical SaaS peers which provided greater transparency on the Company’s performance and valuation drivers. • Prepared Board materials and presented quarterly accounting updates to the Audit Committee. • Works closely and manage the relationship with Model N’s external auditors and IA. • Developed a culture built on the Company’s values that enables us to attract leading talent, retain our key employees.



PwC

• Professional Services
• 700 & Above Employee

• Assurance Senior Manager

  • 2007 - 2018

  San Francisco Bay Area • Led teams at top tier technology companies such as Adobe, Inc., Palo Alto Networks, Inc. through their implementations of the new accounting standards such as ASC 606 Revenue from Contracts with Customers, ASC 842 Leases. • Extensive experience in managing integrated audits, financial statements audits and various other assurance engagements to Fortune 100 companies including Cisco Systems, Inc. top tier publicly traded technology companies including Yahoo, Inc., Polycom, Inc., Keysight… Show more • Led teams at top tier technology companies such as Adobe, Inc., Palo Alto Networks, Inc. through their implementations of the new accounting standards such as ASC 606 Revenue from Contracts with Customers, ASC 842 Leases. • Extensive experience in managing integrated audits, financial statements audits and various other assurance engagements to Fortune 100 companies including Cisco Systems, Inc. top tier publicly traded technology companies including Yahoo, Inc., Polycom, Inc., Keysight Technologies, Inc., pre-IPO emerging companies including Good Technology. Inc., Apttus, Inc., and Aptina, Inc. • Led teams of 5-15 and managed assurance projects such as accounting guidance adoption audit, IPO readiness and internal control (SOX) compliance. • Managed the audit of M&A of multibillion-dollar-plus businesses. • Deep understanding of ASC 740 Income taxes guidance including tax provisions, TP, international tax issues, deferred taxes, contingencies. • Extensive knowledge and experience in business processes such as: OTC, PTP, Payroll, SBC, Treasury, Taxes, FA, Consolidation and Period close, Business Combinations. • Embraced and early adopted the corporate initiative of streamlining audit procedures including engaging Center of Excellence teams to drive efficiency of audit engagements. • Engagement planning and profit conscious engagement management and execution. • Other technical skills and transactional experiences: o Post-acquisition accounting for goodwill and other intangible assets and going concern. o Internal-use software development cost and accounting for software implementation costs and cloud computing arrangements. o Other technical skills knowledge about lease accounting and operations (both lessor and lessee sides, build-to-suit, and sale leaseback accounting). o Convertible instruments, debt refinancing and modification, bond offerings, accounting for debt issuance costs. o SBC. o Discontinued operations o Foreign currency transactions Show less