Experience

• 

  HubSpot

  • San Francisco Bay Area

  • Principal Marketing Manager

    • Feb 2021 - Present
    • San Francisco Bay Area

    The Hustle was successfully sold to HubSpot, Inc. in February 2021 in a high profile exit event in the on-line Media Industry2022-PresentPost the highly successful integration* Developed a new budget management and expense monitoring tool for the multi-million dollar budgets of the HubSpot Media and Acquisition Marketing teams.* Executive and Marketing Leadership support, including data gathering and complex financial analyses. Additionally support ongoing budgeting and forecasting measurements.* Support the month-end expense accrual and close process in coordination with Accounting and the Financial Planning and Analysis teams.* Oversee the implementation and provide expertise for the compilation of key standard operating procedures that have improved the efficiency of the marketing department operations and reporting.* Provide ongoing coaching in all matters expense processing and vendor management to the team leads and operations liaisons in Marketing* Manager of the Marketing Associate (2022) 2021-2022The HubSpot < >The Hustle February 2021 Acquisition* Contributed significantly to the successful integration of The Hustle into HubSpot.* Key point of contact for all areas of infrastructure support for The Hustle on the integration team. Focus areas included, Corporate Development, Finance, Accounting & Tax, People Operations, and Legal, Compliance & Privacy.* Collected the entire multi-million dollar AR balance, without any losses.* Finalized all payroll tax matters and cancelled the local business licenses across multiple states, where The Hustle had remote employees.* Manager of the Business Operations Associate (2021)

• 

  The Hustle

  • San Francisco, California, United States

  • Head of Business Operations (Finance, Human Resources & Infrastructure)

    • 2019 - Feb 2021
    • San Francisco, California, United States

    The Hustle was successfully sold to HubSpot, Inc. in February 2021Reported to the CEO & Founder of The Hustle and the President* Upon joining The Hustle, began preparing the company for an exit event by rebuilding and validating the infrastructure support framework* Key member of the due diligence team preparing multiple financial analyses addressing and consolidating 4+ years of data, including revenue, customers, expenses and profitability (This exit event occurred entirely remotely during the Covid pandemic)* Researched and compiled all employee costs and HRIS documentation, since the company inception and presented it in the due diligence process.* At the time of the acquisition, the revenue had grown to 8-figures. Provided support in achieving this revenue growth.Day-to-Day responsibilities included* Cash management and forecasting; invoicing and revenue recognition; and expense processing and vendor management.* Engaged and managed the outsource financial controller, ensuring the financial reporting and accounting support met the business needs* Managed the HR function and processed payroll. Installed Rippling/People Center, Inc. effective January 2020.* Oversaw the state, local, and federal tax filings, both corporate and payroll taxes. Several remote employees in multiple states.* Managed the outsourced AR collection team, with near 100% success in collections.

• 

  EMM2 Consulting Services

  • Burlingame, CA

  • Business Support Consultant

    • 2004 - 2019
    • Burlingame, CA

    Provide high quality finance, accounting, operational, and human resources support to various high-tech and bio-tech start-ups, primarily in stealth mode. Key projects include;• Utilize Quickbooks On-line for managing the accounting and finance functions, including financial statement preparation and management reporting.• Revenue recognition and reconciliation, oversee invoicing and collections.• Process semi-monthly payroll utilizing Rippling, ADP Run and TriNet. Manage Open Enrollment and select benefit plans.• Expense management, cash forecasting, and reporting. Accounts payable oversight. • Review and improve the accounting controls and procedures in preparation for pre-IPO audits.• Complete and file local city business licenses. Complete trademark filings.• Prepared SBIR-STTR Quad Chart for the Defense TechConnect Summit & Expo, Tampa, FL.• Managed the roll out of MS SharePoint 2007 for human resources.• Requirements gathering and documentation for a new HRIS (Human Resources Information System) for a rapidly growing employee base.• Compiled job descriptions for all positions company-wide in preparation for regulatory reviews.• Prepared the company for the Sarbanes-Oxley compliance review, including a refresh of the corporate governance policies. • Completed Proxy Statements in support of the CFO.• Managed the relationships with the subtenants and the related sublease renewals.

• 

  Apcera

  • San Francisco - Acquired by Ericsson in Q4 2017

  • Senior Financial Analyst - G&A Team

    • Sep 2016 - Dec 2017
    • San Francisco - Acquired by Ericsson in Q4 2017

    • Prepared senior management monthly, quarterly and annual P&L reports and expense forecasts; utilizing NetSuite and Excel. Provided analytical insights and expense variance reports.• Accounting liaison with the outsourced accounting support team at Countsy/Accretive Solutions.• Managed the month-end close, including expense accruals and pre-paid amortizations.• Accounts payable processing, expense management, and reporting; utilizing Bill.com.• Oversaw the travel expense policies and managed reimbursements; utilizing Expensify.• Vendor contract review and management.• Headcount reporting and projections; utilizing Namely.• Implementation of business controls and procedures, preparing the company for scale up and growth.• Developed strong working relationships across all teams and provided extensive financial support.• Ad hoc financial analyses and special projects; key example was cloud computing costs review.Apcera, Inc. was a software development company. The Apcera trusted cloud platform was a highly secure, policy-driven platform for cloud-native applications and microservices, as well as legacy applications.

• 

  JP Morgan Chase

  • San Francisco, CA

  • VP & Executive Team Support

    • 2000 - 2002
    • San Francisco, CA

    After the 2000 merger, contributed highly to the consolidation of the J.P. Morgan and Chase H&Q offices in San Francisco. Provided strategic operational and administrative support to the executive team following the merger. Moved all business units to a new building in SOMA and published a comprehensive user manual.

• 

  JP Morgan

  • United States
  • Financial Services
  • 700 & Above Employee

  • VP & Head of Administration - California Offices

    • 1992 - 2000

    • Established and managed the core infrastructure support team, including, financial reporting, human resources, office administration and IT, in San Francisco and Los Angeles, through rapid growth.• Supported the business leaders as an advisor to the Western U.S. Management Committee.• Managed the build out and move to new office space in San Francisco (50,000 sq. ft. in 1993 and 1996) and in Los Angeles (35,000 sq. ft. in 1998 and 1999). • Led the search for office space in the Silicon Valley in 2000. Lead on the project to build out a new office at 1001 Page Mill Road, Palo Alto (20,000 sq. ft.), until it was cancelled, due to the merger with Chase.

  • VP & Management Team - Tokyo, Japan

    • 1987 - 1992

    (1990-1992)• Product Development ManagerDeveloped the Japanese yen domestic custody and securities clearing product. Coordinated with the marketing teams in Europe and the U.S. to develop the marketing strategy and prepare client proposals.(1988-1990)• Securities Services ManagerProduct Specialist - Operations Products. As an internal management consultant, managed the user group through the installation of a new transaction settlement and custody processing system.Product Specialist - Fixed Income Securities. As an internal management consultant, coordinated the operational support of cross-border value-added engineered financial transactions.(1987-1988)• Dealing Room Support ManagerMember of the team that established the new securities subsidiary in Asia and played a key role in establishing the operational support infrastructure. Managed the operations and securities settlement team.

• 

  United Airlines

  • Tokyo, Japan

  • Account Manager - Expatriate Marketing, Sales and Service

    • 1986 - 1987
    • Tokyo, Japan

• 

  Pan American Airways Global Holdings

  • United States
  • Airlines and Aviation
  • 1 - 100 Employee

  • Account Manager - Expatriate Marketing, Sales and Service

    • 1984 - 1986

  • Corporate Accounting Manager & Global Internal Auditor

    • 1980 - 1984

• 

  PwC

  • New York, NY

  • Public Accountant & Auditor

    • 1978 - 1980
    • New York, NY