Experience

Picture Health

• United States
• Software Development
• 1 - 100 Employee

• Director of Operations

  • Jan 2023 - Present

  Helping a do good organization do even better. Helping a do good organization do even better.



Hero Digital, LLC

• United States
• Information Technology & Services

• Senior Accounting Consultant

  • May 2019 - Oct 2019

  Deferred Revenue reconciliation and clean-up project. The usual! Deferred Revenue reconciliation and clean-up project. The usual!



Syapse

• United States
• Biotechnology Research
• 100 - 200 Employee

• Sr. Finance and Operations Consultant

  • Feb 2018 - Oct 2018

  Budgeting, forecasting, business lifecycle improvements, expense analysis, automation and process change project manager Budgeting, forecasting, business lifecycle improvements, expense analysis, automation and process change project manager



Possibility, a consultancy

• Principal

  • Oct 2017 - Oct 2018

  My consulting ideology and practice can be summed up in two words: LIVE BRAVE. I meet start-up entrepreneurs, early stage investors & employees who live brave everyday. They use my expertise in risk management & accounting to run lean and use their funding directly on future growth. These are my clients. There are small businesses and mom-and-pop restaurants that provide amazing products and services. They have to be creative, work long hard hours, and still struggle to pay their bills & employees and keep the lights on. These are my clients. There are fantastic individuals out there without a college degree who are box store employees, hostesses, Uber drivers, merchants, dog walkers, anyone looking for help building a career with a future? These are my clients. Show less


V18 Rentals
• United States
• Sporting Goods
• 1 - 100 Employee
• Finance and Accounting Operations Consultant

  • Nov 2017 - Mar 2018

ForgeRock
• United States
• Software Development
• 700 & Above Employee
• Senior Accounting Consultant

  • May 2017 - Oct 2017


Sycle

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• General Ledger Manager

  • Apr 2016 - Feb 2017

  Cleaned up and reconciled all Canadian subsidiary balance sheets in preparation for Sycle's first ever (and successful) financial audit Migrated Canadian subsidiary accounting from Quickbooks to Netsuite Converted Canadian accounting from cash to accrual basis Implemented Expensify for expense reports & corporate cards for both the US & Canada Stabilized accounting operations in the US & Canada As Cleaned up and reconciled all Canadian subsidiary balance sheets in preparation for Sycle's first ever (and successful) financial audit Migrated Canadian subsidiary accounting from Quickbooks to Netsuite Converted Canadian accounting from cash to accrual basis Implemented Expensify for expense reports & corporate cards for both the US & Canada Stabilized accounting operations in the US & Canada As



Jim 2.0

• Transportation/Trucking/Railroad

• Life Hacker

  • Nov 2015 - Apr 2016

  Dear recruiters, friends, & former colleagues, Those of you who know me know that my weight has been my biggest (pun intended) issue throughout most of my working life. I also know it has impacted my career in subtle ways & in one instance a very overt way! Completed the most amazing, powerful, transformative, and life changing fitness, health, counseling, and healthy eating program in beautiful Carlsbad, CA. Lost more than 100lbs & feel amazing. Dear recruiters, friends, & former colleagues, Those of you who know me know that my weight has been my biggest (pun intended) issue throughout most of my working life. I also know it has impacted my career in subtle ways & in one instance a very overt way! Completed the most amazing, powerful, transformative, and life changing fitness, health, counseling, and healthy eating program in beautiful Carlsbad, CA. Lost more than 100lbs & feel amazing.


SPARC SF
• United States
• Primary and Secondary Education
• 1 - 100 Employee
• Accounting Manager

  • May 2015 - Aug 2015


Triggit

• United States
• Advertising Services

• Accounting Manager

  • Nov 2013 - May 2015

  First full time accounting employee at Triggit! Worked on general ledger clean-up & daily accounting for Triggit US and a Brazil subsidiary, monthly close procedures, billing, benefits management, accounts payable, corporate credit cards & expense administration, accounts receivable, collections, & overall process improvement Completed Quickbooks Enterprise to Xero.com accounting system migration. Prepared for Triggit's first ever financial audit through g/l review, multi-year balance sheet reconciliations, and sub ledger review and clean-up. Also hired and managed a Sr. Accountant level consultant to assist with the audit preparation. Reduced A/R balance and DSO substantially by establishing billing procedures, integrating our Sales & Client Services teams into the collections process, hiring and managing a part-time A/R specialist, engaging a collection agency, and establishing personal relationships with our customers. Future projects will include finding a new payroll provider, improved billing, Salesforce, credit card, & expense reports integration to Xero and reducing the days required to perform our monthly hard close. Show less



Medium.com

• Taiwan
• Writing and Editing

• Accounting Consultant

  • Jan 2013 - Dec 2013

  2012 G/L catch-up & clean-up for Medium (formerly The Obvious Corporation) and Branch Media, a portfolio company Performed all monthly close activities in Quickbooks Prepared monthly financials and departmental reports Account reconciliation Process improvements & documentation Fixed Asset audit & reconciliation Daily accounting operations including managing all A/P, expense reports, & corporate cards 2012 G/L catch-up & clean-up for Medium (formerly The Obvious Corporation) and Branch Media, a portfolio company Performed all monthly close activities in Quickbooks Prepared monthly financials and departmental reports Account reconciliation Process improvements & documentation Fixed Asset audit & reconciliation Daily accounting operations including managing all A/P, expense reports, & corporate cards



Sycle.net

• South Africa

• Consulting Accounting Manager

  • Jul 2012 - Jan 2013

  G/L Clean-up Account Reconciliation Implemented Month-end close process QuickBooks Premiere to Quickbooks Enterprise migration Established policies, procedures, and controls for accruals, cash, credit cards, and accounts payable G/L Clean-up Account Reconciliation Implemented Month-end close process QuickBooks Premiere to Quickbooks Enterprise migration Established policies, procedures, and controls for accruals, cash, credit cards, and accounts payable



Lyris

• United States
• Software Development
• 1 - 100 Employee

• Finance Consultant

  • Dec 2011 - Jun 2012

  Implemented features in Netsuite including expense allocations, prepaids, capitalized assets & related amortizations, and purchase orders Performed monthly close activities for 3 subsidiaries Worked on ad-hoc projects including bulk revenue smoothing, sales bookings, credit A/R balances, and intercompany transactions Implemented features in Netsuite including expense allocations, prepaids, capitalized assets & related amortizations, and purchase orders Performed monthly close activities for 3 subsidiaries Worked on ad-hoc projects including bulk revenue smoothing, sales bookings, credit A/R balances, and intercompany transactions



Joyent

• United States
• Information Technology & Services
• 1 - 100 Employee

• General Ledger Manager

  • 2010 - 2011

  Managed full-cycle accounting including accruals, payroll and expense reports (US, Canada, & EMEA), fixed assets & depreciation, T&E, intercompany entries across 6 sets of books (US, Canada, China, France, Switzerland, & UK), balance sheet reconciliations, and flux analysis Established and managed good working relationships with 3rd party vendors including NetSuite (ERP system), Wells Fargo (banking), AMEX (corporate cards), Travel Leaders (travel agency), Nexonia (Expense Reports), Nolan (Fixed Asset sub-ledger), & Travelex (wire payment platform) Designed and managed processes for tracking and recording all Fixed Assets including conducting a full physical FA audit, implementing a tagging and tracking system and a purchase approval process, and expensing or writing off invalid assets Worked closely with Controller on re-implementing NetSuite One-World due to failure in the prior implementation ---Eliminated incorrectly created subsidiaries and rebooked entries on the correct set of books ---Fixed 2 years of payroll entries including coding, departments, set of books, and locations ---Cleaned up 3 years of cash entries and reconciled 6 bank accounts to $0 un-reconciled in all periods Show less



Lawrence Berkeley National Laboratory

• Consulting Senior Budget Analyst

  • 2009 - 2010

  Performed two year-end close cycles for the Facilities department including forecast to actual analyses, identifying surplus project funds for other uses, and working with the project and construction managers to determine the proper expenses to accrue Responsible for analyzing a $13M budget across 100 individual projects, 14 project managers, and 3 funding sources with accruals in excess of $4M Performed two year-end close cycles for the Facilities department including forecast to actual analyses, identifying surplus project funds for other uses, and working with the project and construction managers to determine the proper expenses to accrue Responsible for analyzing a $13M budget across 100 individual projects, 14 project managers, and 3 funding sources with accruals in excess of $4M



PDI/Dreamworks

• United States
• Restaurants

• Contract Assistant Production Accountant

  • 2007 - 2010

  Managed bi-weekly timesheets and payroll for 140 union artists, animators, and editors Processed high volume weekly invoices and expense reports for Madagascar 2, Megamind, & Madagascar 3 Reconciled studio to feature film expenses and funding Troubleshot expense and Accounts Payable balance discrepancies Managed bi-weekly timesheets and payroll for 140 union artists, animators, and editors Processed high volume weekly invoices and expense reports for Madagascar 2, Megamind, & Madagascar 3 Reconciled studio to feature film expenses and funding Troubleshot expense and Accounts Payable balance discrepancies



ARES Corporation

• United States
• Defense and Space Manufacturing
• 300 - 400 Employee

• Consulting Billing Analyst

  • 2009 - 2009

  Reviewed A/R ledger, contracts, contract modifications, change orders, invoices, and payments of 365+ days A/R balance to identify collectible aged receivables Reconciled and tied out $1.2M across 4 years of invoices to payments Reviewed A/R ledger, contracts, contract modifications, change orders, invoices, and payments of 365+ days A/R balance to identify collectible aged receivables Reconciled and tied out $1.2M across 4 years of invoices to payments



Monster

• Brazil
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Consulting Financial Analyst at Military Advantage

  • 2008 - 2009

  Provided support for the monthly close, annual expense forecasts and budgets Prepared the monthly expense accrual Performed month-over-month analytics of expenses accounts, researched significant variances and provided expense analysis to Military and Monster management Performed comprehensive 2008 expense analysis and used findings to set expense guidelines for 2009 Provided ad-hoc reports and analysis as needed Performed accounting check on all revenue contracts for terms, dates, obligations, and signatures and prepared monthly revenue accrual Reviewed and coded 30+ invoices per week Identified $125K in expense overages Cleaned up prior G/L errors in legal entity, department, and account expense coding Wound down operational expenses for Tickle, a discontinued division of Monster Managed smooth transfer of 30+ hours/week of credit/rebill work from Finance department to Monster’s global collections department Assisted Director of Finance through a successful internal audit by collecting, organizing, and centralizing files and data in support of audit requests Show less



Francisco Partners

• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Consulting Staff Accountant

  • 2008 - 2008

  Maintained accurate cash balances in the G/L for $90M across 40 unique entities Managed 6 month uncollected A/R ($2.6M) project for holding companies & employees by analyzing balances, preparing detail reports for review, and generating invoices Project managed ExpenseWire (online expense reports) to QuickBooks integration Supported two Fund Accountants in preparing, reviewing, and posting journal entries for $40M+ cash collections from and distributions to investors Maintained accurate cash balances in the G/L for $90M across 40 unique entities Managed 6 month uncollected A/R ($2.6M) project for holding companies & employees by analyzing balances, preparing detail reports for review, and generating invoices Project managed ExpenseWire (online expense reports) to QuickBooks integration Supported two Fund Accountants in preparing, reviewing, and posting journal entries for $40M+ cash collections from and distributions to investors



SunLink, Inc.

• United States
• Hospitals and Health Care

• Contract Junior Accountant

  • 2007 - 2007

  Managed full cycle Accounts Payable Established invoice processing and coding procedures as 2nd accounting employee Worked on special project to clean-up inventory and cost-of-goods sold balances Generated purchase orders and reconciled inventory and cost-of-goods sold accounts Created sales orders and applied job costing to each order Improved data flow procedures between procurement, manufacturing, and accounting Managed full cycle Accounts Payable Established invoice processing and coding procedures as 2nd accounting employee Worked on special project to clean-up inventory and cost-of-goods sold balances Generated purchase orders and reconciled inventory and cost-of-goods sold accounts Created sales orders and applied job costing to each order Improved data flow procedures between procurement, manufacturing, and accounting



Grant Thornton

• Chile
• Business Consulting and Services
• 100 - 200 Employee

• Assurance Associate

  • 2006 - 2007

  Performed account reconciliations for cash, fixed assets, current and other assets, accounts payable, and accrued liabilities Tested employee compensation stock option expense under FAS 123R Provided consulting for clients’ adherence to internal controls for fixed asset additions, depreciation reasonableness, and liability cut-off Researched complex accounting issues and wrote opinions for swap agreements, volatility and forfeiture estimates for stock compensation expense, and acquisitions completed through debt issuance Performed quarterly analytics through client inquiry, data analysis, and workpaper review Drafted audit opinion letters, summaries of control findings, and management answers to internal controls findings Show less



NetZero, Inc.

• Telecommunications

• Product Manager

  • 1998 - 2001

  Worked at start-up (AimTV) acquired by NetZero in 1999 and stayed on at NetZero: Managed rapid integration of AimTV’s technology with NetZero’s core software program Process --Worked with NetZero’s acquisition team on designing the product roadmap --Documented key features and functionality of AimTV technology for NetZero’s product and engineering teams Results --AimTV deployed on NetZero within six months of the acquisition Designed and implemented product features and requirements for 2.0 version of NetZero’s core software program Process --Gathered product requirements through inquiry with key stakeholders including business development, marketing, and customer service --Wrote marketing requirements document --Coordinated with engineering management on deliverables and status and communicated to senior management on product status --Worked with technical writing team on project documentation, writing help documents, and training customer service on the new features Results --Improved user interface that decreased customer service inquiries and increased the advertising click-thru rate --Better software performance significantly improved the new user retention rate Show less



PointCast

• United States
• Wireless Services
• 1 - 100 Employee

• Product Manager

  • 1995 - 1998

  Managed all aspects of production, launch, support, and documentation for PointCast software distributed through 3rd party websites, computer manufacturers, and software distributors Process --Worked with engineering team to reduce the complexity and time to deliver software through the distribution channels --Managed creative project to build website for external partners to download software and documentation --Worked with business development team and sales on marketing efforts for the product Results --Direct distribution of PointCast through Compaq, HP, and Dell increased member acquisitions by 7% across all distribution channels including the PointCast website. Show less