Experience

Epic!

• Brazil
• Graphic Design
• 1 - 100 Employee

• Head of Finance

  • Feb 2019 - Nov 2022

  Redwood City, CA * Successfully completed first year financial audit * Implemented SAAS accounting system (Intacct), including revenue recognition module * Implemented SAAS equity administration system (Carta) * Drove due diligence in conjunction with the $500M acquisition of the Company in 2021 by BYJU's * Grew & developed finance org from zero FT to a team of 5 * Owned accounting, finance, reporting, equity administration, indirect & direct tax, audit, banking & AP



Stella & Dot Family of Brands

• Corporate Controller

  • Oct 2017 - Feb 2019

  Brisbane, CA * Managed, developed & motivated a team of 12 during a period of high turnover * Drove system improvements, including an accounting system database migration & integration of merchant services between US and foreign entities * Led various tax related projects, including a cost saving renegotiation of the sales tax solution provider agreement & response to CRA tax audit * Facilitated changes with International entities, including the sunset of EMEA operations & the restructuring of… Show more * Managed, developed & motivated a team of 12 during a period of high turnover * Drove system improvements, including an accounting system database migration & integration of merchant services between US and foreign entities * Led various tax related projects, including a cost saving renegotiation of the sales tax solution provider agreement & response to CRA tax audit * Facilitated changes with International entities, including the sunset of EMEA operations & the restructuring of multiple inter-company agreements * Managed all banking activities, including debt covenant reporting & initiation of a new sweep account to generate interest income * Oversaw implementation of a new corporate travel solution for cost savings/employee satisfaction * Also responsible for: Independent stylist commissions accounting, payroll, quarterly partnership distributions, annual valuations, 401k/worker's comp audit Show less



Crowdstar

• United States
• Computer Games
• 1 - 100 Employee

• Controller

  • Sep 2011 - Sep 2017

  Burlingame, CA • Implemented Intacct accounting system to replace Quickbooks, including Revenue Management module add-on to account for deferral of in-app purchase revenues. • Reviewed and adjusted historical financials to be GAAP compliant and developed technical accounting memos/procedures in preparation for Big 4 two-year audit. • Facilitated resolution of significant Ireland VAT issue and subsequent liquidation of Irish subsidiary. • Developed monthly financial package for presentation to… Show more • Implemented Intacct accounting system to replace Quickbooks, including Revenue Management module add-on to account for deferral of in-app purchase revenues. • Reviewed and adjusted historical financials to be GAAP compliant and developed technical accounting memos/procedures in preparation for Big 4 two-year audit. • Facilitated resolution of significant Ireland VAT issue and subsequent liquidation of Irish subsidiary. • Developed monthly financial package for presentation to executive management team, including franchise contribution reporting, Bookings vs GAAP P&Ls, operational metrics, and waterfall charts. • Key provider of financial due diligence leading up to acquisition of the Company in 2016, as well as led integration of accounting and finance processes and systems post-acquisition. • Responsible for hiring, developing and managing accounting and office staff, all accounting and reporting functions, tax, audit, insurance and facilities. Show less



FibroGen

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Associate Director, Accounting & Financial Reporting

  • Oct 2008 - Aug 2011

  • Responsible for all accounting and financial reporting functions, including A/P, A/R, monthly close, technical accounting issues, FP&A support and audit activities. • Responsible for Clinical accruals, including both service provider and site accruals. Work directly with the Clinical department to obtain and analyze information by study. • Drove project to transition from manual calculation of FAS 123R expense to automated reporting from Equity Edge software, including full audit of… Show more • Responsible for all accounting and financial reporting functions, including A/P, A/R, monthly close, technical accounting issues, FP&A support and audit activities. • Responsible for Clinical accruals, including both service provider and site accruals. Work directly with the Clinical department to obtain and analyze information by study. • Drove project to transition from manual calculation of FAS 123R expense to automated reporting from Equity Edge software, including full audit of data and separation of accounting for non-employees and performance grants. • Responsible for calculation of and accounting for the incremental expense related to a material stock option modification, as well as obtaining signoff from auditors. • Supervised project to track and account for $84 million build-out of new offices, including analysis for the capitalization of the building under EITF 97-10 and exit activities under FAS 146. • Drove Revenue Recognition project to account for Collaboration agreements under new accounting guidance. • Key member of Finance/IT team to build in-house invoice routing and approval system. • Assisted with Clinical remediation efforts, including detailed review of CRO and all related contracts, budgets, and payments. Show less



Palamida

• United Kingdom
• Transportation/Trucking/Railroad

• Controller

  • Jan 2005 - Oct 2008

  Responsible for all Accounting and Finance duties for this software startup, including Accounting Operations, Board Reporting, and Planning/Forecasting.



Cacheon, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Controller

  • Jan 2002 - Sep 2003

  * Established all accounting and financial reporting functions for the Company, including all A/P, A/R, Payroll, insurance, tax and audit activities, and developed related policies and procedures. * Responsible for all customer contract activities. * Worked directly with CEO to establish the Company's Annual Plan and related forecasts, including detailed revenue modeling. * Maintained capitalization table and employee stock option detail and assisted with stock-related and other… Show more * Established all accounting and financial reporting functions for the Company, including all A/P, A/R, Payroll, insurance, tax and audit activities, and developed related policies and procedures. * Responsible for all customer contract activities. * Worked directly with CEO to establish the Company's Annual Plan and related forecasts, including detailed revenue modeling. * Maintained capitalization table and employee stock option detail and assisted with stock-related and other disclosures required for financing activities. * Devised a variety of cash forecasts and potential shutdown scenarios. Assisted CEO with wind down of the Company. Show less



Moai Technologies

• Software Development
• 1 - 100 Employee

• Controller

  • Aug 1999 - Dec 2001

  * Established the accounting and financial reporting functions for this internet software startup, including all A/P, A/R, Payroll, insurance, tax and audit activities, and developed related policies and procedures. * Implemented PeopleSoft accounting system to replace Quickbooks. * Drove all financial requirements and significant due diligence work in coordination with the external auditors for the Company's S-1 filing in April 2000. * Implemented new software revenue recognition… Show more * Established the accounting and financial reporting functions for this internet software startup, including all A/P, A/R, Payroll, insurance, tax and audit activities, and developed related policies and procedures. * Implemented PeopleSoft accounting system to replace Quickbooks. * Drove all financial requirements and significant due diligence work in coordination with the external auditors for the Company's S-1 filing in April 2000. * Implemented new software revenue recognition policy, applying constant reinterpretations by the SEC, rigorous review by external auditors and widely diversified customer contracts. * Responsible for consolidated rollup of Company's Annual Plan, including partnering with VPs to synch up targets to organizational spending, development of new budgeting templates, and multiple revisions to reflect downsizing. * Built a productive and resourceful team as required to support multiple accounting, reporting, sales operations and analyst functions. Show less



Network Equipment Technologies

• United States
• Telecommunications
• 100 - 200 Employee

• Controller, Global Sales

  • Apr 1998 - Jul 1999

  * Worked directly with Sales Executive Management to coordinate al financial forecasting and planning activities for expenses, headcount and capital expenditures. * Coordinated field sales' booking and revenue forecasts. Tracked deals weekly and reviewed monthly and quarterly forecasts submitted to Corporate. * Drove all monthly business unit accounting and reporting activities, including accounting close, dept. expense variance analyses, presentation of monthly financial report and… Show more * Worked directly with Sales Executive Management to coordinate al financial forecasting and planning activities for expenses, headcount and capital expenditures. * Coordinated field sales' booking and revenue forecasts. Tracked deals weekly and reviewed monthly and quarterly forecasts submitted to Corporate. * Drove all monthly business unit accounting and reporting activities, including accounting close, dept. expense variance analyses, presentation of monthly financial report and quarterly unit and regional performance metrics. * Acted as contact between field sales and corporate finance to track and approve potential deals under new corporate leasing program. * Coordinated business unit reorganization activities and drove changes in reporting from business unit to lines of business focus. Show less

• Financial Reporting Manager

  • Jun 1992 - Apr 1995

  • Responsible for all internal and external corporate financial reporting, including consolidated monthly financials, 10-Qs and annual reports, quarterly press releases, quarterly revenue recognition audits and all external auditor activities. • Developed a standard reporting package for domestic and international subsidiaries. • Supervised project to retire over $25M in obsolete fixed assets, resulting in a projected property tax savings of over $400K over five years. • Responsible… Show more • Responsible for all internal and external corporate financial reporting, including consolidated monthly financials, 10-Qs and annual reports, quarterly press releases, quarterly revenue recognition audits and all external auditor activities. • Developed a standard reporting package for domestic and international subsidiaries. • Supervised project to retire over $25M in obsolete fixed assets, resulting in a projected property tax savings of over $400K over five years. • Responsible for quarterly forecasting and annual budgeting for the G&A departments, including allocation methodologies for I/S and Facilities. • Co-developed and co-taught a 4-hour Budgeting class for managers.

• Reporting Analyst

  • Nov 1990 - May 1992

• Senior Accountant

  • Dec 1989 - Oct 1990


Ernst & Young
• China
• Accounting
• 700 & Above Employee
• Senior, Audit Department

  • Sep 1986 - Dec 1989