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Experience

    • Controller
      • Feb 2017 - Present
    • United States
    • Investment Banking
    • Controller
      • 2007 - 2016

      A Venture Capital firm focused on start-up companies in the life science and information technology sectors. • Prepared and issued quarterly and annual audited financial statements to investors. • Managed the annual audit and tax return preparation. • Modeled portfolio company investment scenarios and waterfalls. • Tracked cap tables for all investments. • Liaised with investors regarding financial information requests and audit confirms. • Calculated and processed capital calls and distributions. • Designed models to monitor Fund performance metrics. • Cash flow management. • Implemented software to track investments and investor's capital accounts and contacts. Show less

    • Sweden
    • Telecommunications
    • 700 & Above Employee
    • Financial Controller
      • 2001 - 2006

      A leading provider of technology and services to telecom operators. • Managed the consolidation of quarterly forecasts and month-end financials for the worldwide CDMA wireless infrastructure business. • Responsible for the business unit SG&A budget, BS forecast and tracking of YE bonus targets. • Liaised with corporate finance regarding budget and forecast deadlines for the business unit. • Led project to investigate the effects of PPV and currency on the business unit COGS. • Forecasted KPIs and hedging requirements for the business unit. Show less

    • United States
    • Information Technology & Services
    • Finance Manager
      • 2000 - 2001

      A developer of technology products and services to broadband-based pay media operators. • Managed monthly close, creating and issuing monthly financial statements. • Customer project manager for the installation of Peoplesoft. • Wrote and implemented a new travel and expense reporting policy, formalizing the process. A developer of technology products and services to broadband-based pay media operators. • Managed monthly close, creating and issuing monthly financial statements. • Customer project manager for the installation of Peoplesoft. • Wrote and implemented a new travel and expense reporting policy, formalizing the process.

    • United States
    • Software Development
    • 700 & Above Employee
    • Accounting Manager
      • 2000 - 2000

      An internet streaming media services provider; via a merger with Intervu. • Assisted with year-end close, audit and 10k filing. • Managed a staff of seven, accounts payable, accounts receivable, collections and the staff accountants. An internet streaming media services provider; via a merger with Intervu. • Assisted with year-end close, audit and 10k filing. • Managed a staff of seven, accounts payable, accounts receivable, collections and the staff accountants.

    • United States
    • Software Development
    • 700 & Above Employee
    • European Controller
      • 1996 - 2000

      A developer of enterprise resource planning software; via mergers with Interactive and Dataworks Served as Accounting Manager of Interactive (1996 - 1998) and European Controller of Dataworks/ Epicor (1998 - 2000) European Controller • Responsible for the accounting functions of four European affiliates, including the supervision of the local accounting staff. • Converted monthly financials from local country fiscal format to US GAAP for consolidation with US financials, in compliance with ASC 985-605. • Designed and maintained the financial forecasting models for each country. • European contact for the corporate finance and legal departments providing information for SEC and tax reporting requirements. • Directed setup of accounting systems in the Netherlands, Sweden and Germany to ensure proper purchase entry accounting and conformity with the US financials. Accounting Manager • Managed a staff of seven, including staff accountants, accounts payable and accounts receivable. • Recruited, trained and implemented standard procedures the accounting staff that grew by five. • Prepared consolidated financial statements that included foreign operations as well as fluctuation ratio and margin analysis. • Assisted in the preparation of SEC reporting. • Prepared year-end audit schedules, sales and use tax, property tax and Delaware franchise tax returns. Show less

    • IT Services and IT Consulting
    • Senior Accountant
      • 1994 - 1996
    • International Financial Accountant
      • 1990 - 1994

Education

  • UCLA
    BA, Political Science
    1980 - 1984

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