Experience

Mainstay

• United States
• Construction

• VP, Finance

  • Aug 2023 - Present

• Controller

  • Jul 2022 - Jul 2023



Uplight

• United States
• Software Development
• 300 - 400 Employee

• VP, Finance and Accounting | VP, Controller | Senior Director, Finance

  • Jul 2019 - Dec 2021

  • Influenced the daily responsibilities of finance, accounting, tax, and treasury functions; provided ongoing performance feedback and career development • Drove preparation and review of accounting diligence and data room for recapitalization and participated in legal and customer contract diligence; resulting in a $1.5B acquisition • Managed and supported Chief Financial Officer through six buy-side transactions and owned the integration of finance teams and technical accounting… Show more • Influenced the daily responsibilities of finance, accounting, tax, and treasury functions; provided ongoing performance feedback and career development • Drove preparation and review of accounting diligence and data room for recapitalization and participated in legal and customer contract diligence; resulting in a $1.5B acquisition • Managed and supported Chief Financial Officer through six buy-side transactions and owned the integration of finance teams and technical accounting policies • Managed treasury function; including evaluation and diligence of a new debt facility, which resulted in obtaining $58M in additional capital • Partnered with customers and the business (both internal and external legal teams) to structure contracts to meet all stakeholders’ needs and reviewed all customer contracts for adherence to standard terms and conditions and analyzed deviations from standard terms and conditions • Managed the revenue process for both anticipating forecast and recording actuals; including variance analysis to plan • Provided business partnership to Chief Customer Officer and District General Managers to provide data to the sales effort and to incorporate information into the forecasting process • Partnered with the Chief Customer Officer and Chief Financial Officer to develop incentive compensation plans to drive desired outcomes in the sales team • Continued to lead many of the roles noted in the Assistant Controller description below as the Controller • Led the implementation of the Advanced Revenue Module in Netsuite to help systematize revenue accounting Show less



Tendril

• United States
• Software Development
• 1 - 100 Employee

• Controller

  • Apr 2018 - Jul 2019

• Assistant Controller

  • Jun 2016 - Apr 2018

  • Influenced the daily responsibilities of three direct reports and three indirect reports; provided ongoing performance feedback and career development • Analyzed month-end financial results, providing variance analysis, researching financial fluctuations and ensuring transparency • Managed the month end close process; responsible for reducing the close process from over twenty to five days by analyzing processes and determining areas for efficiencies • Ensured all accounting entries… Show more • Influenced the daily responsibilities of three direct reports and three indirect reports; provided ongoing performance feedback and career development • Analyzed month-end financial results, providing variance analysis, researching financial fluctuations and ensuring transparency • Managed the month end close process; responsible for reducing the close process from over twenty to five days by analyzing processes and determining areas for efficiencies • Ensured all accounting entries recorded by the accounting team are timely, accurate, supported, and comply with generally accepted accounting principles • Led and took ownership over the first quarter reforecast process, building on knowledge from original budget setting process • Recreated the Monthly Financial Reporting package to provide timely, accurate, and relevant information for the Company’s decision makers



Dot Hill Systems

• United States
• Computer Hardware Manufacturing
• 1 - 100 Employee

• Director of Accounting | Assistant Controller

  • Dec 2014 - May 2016

  • Influenced the daily responsibilities of five direct reports and six indirect reports • Managed the transition of accounting department duties to acquirer with no delays in timeline • Led the implementation towards an integrated Oracle system as Director of an acquiree accounting department; managed project timeline to ensure no delays and guided team to viable business process • Analyzed month-end financial results, providing variance analysis, researching financial fluctuations and… Show more • Influenced the daily responsibilities of five direct reports and six indirect reports • Managed the transition of accounting department duties to acquirer with no delays in timeline • Led the implementation towards an integrated Oracle system as Director of an acquiree accounting department; managed project timeline to ensure no delays and guided team to viable business process • Analyzed month-end financial results, providing variance analysis, researching financial fluctuations and ensuring transparency • Managed the month end close process; responsible for reducing the close process from ten to three days by analyzing processes and determining areas for efficiencies • Ensured all accounting entries recorded by the accounting team are timely, accurate, supported, and comply with generally accepted accounting principles • Coordinated with external and outsourced internal auditors to support the year-end audit, quarterly reviews, benefit plan audits, Sarbanes Oxley and other statutory audits with no significant deficiencies or material weaknesses identified • Prepared the corporate tax provision on a quarterly and annual basis; reduced preparation time from two weeks after quarter-end close to 2 days by analyzing process and bottlenecks

• SEC Reporting Manager

  • Dec 2013 - Nov 2014

  • Management and preparation of the quarterly SEC financial reporting process, including financial statements, footnotes and management discussion and analysis and all external reporting requirements required by GAAP and the SEC, including 10K, 10-Q, and 8-K, as well as other prospectus and registration filings • Provided technical accounting support and draft technical memos to support conclusions • Monitored current developments and drafted technical memos for appropriate accounting… Show more • Management and preparation of the quarterly SEC financial reporting process, including financial statements, footnotes and management discussion and analysis and all external reporting requirements required by GAAP and the SEC, including 10K, 10-Q, and 8-K, as well as other prospectus and registration filings • Provided technical accounting support and draft technical memos to support conclusions • Monitored current developments and drafted technical memos for appropriate accounting treatment for critical accounting issues and to identify any changes in accounting policies



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Manager

  • Sep 2008 - Dec 2013

  Manager – Assurance • Significant client experience: SEC, telecommunications, consumer products, for-profit education • Collaborated to plan engagement objectives and an audit strategy for multi-functional teams that complies with professional standards and appropriately addresses risk • Tracked and communicated status to engagement executives • Established and maintained client relationships by providing quality service and meeting deadlines • Reviewed financial statements to… Show more Manager – Assurance • Significant client experience: SEC, telecommunications, consumer products, for-profit education • Collaborated to plan engagement objectives and an audit strategy for multi-functional teams that complies with professional standards and appropriately addresses risk • Tracked and communicated status to engagement executives • Established and maintained client relationships by providing quality service and meeting deadlines • Reviewed financial statements to ensure compliance with US GAAP • Developed people by encouraging individuals to think for themselves and take responsibility for their contributions and delegated work to assurance team members successfully Show less