Experience

IMIDomics Inc.

• United States
• Biotechnology Research
• 1 - 100 Employee

• Controller

  • May 2023 - 8 months

  US and Spain



Bay City Capital LLC

• United States
• Investment Management
• 1 - 100 Employee

• Controller

  • Feb 2018 - 5 years 11 months

  San Francisco Bay Area



Bay City Capital

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Controller

  • 2001 - Jan 2018

  San Francisco Bay Area Extensive knowledge of private equity accounting and back office operations. • Ability to communicate and work effectively with Managing Directors, Limited Partners, and portfolio company personnel. • Manage third party relationships including banking, legal, tax and accounting. • Prepare fund allocations and financial statements. • Manage annual fund audit process. • Manage tax process and work with tax professionals in the… Show more Extensive knowledge of private equity accounting and back office operations. • Ability to communicate and work effectively with Managing Directors, Limited Partners, and portfolio company personnel. • Manage third party relationships including banking, legal, tax and accounting. • Prepare fund allocations and financial statements. • Manage annual fund audit process. • Manage tax process and work with tax professionals in the preparation of partnership tax returns for funds, General Partner entities and management companies. • Prepare quarterly portfolio reviews, including preparation of portfolio company valuations in accordance with ASC 820. • Provide tax estimates and management company budgets to Managing Directors. Work with outside tax preparers regarding individual tax matters. • Assist in the preparation of annual Form ADV (exempt advisor) • Prepare distribution schedules, including carried interest. • Assist in management of employee benefits, including medical insurance and 401k plan. • Extensive experience with Investran, Excel, Quickbooks, Powerpoint and PeopleSoft; led Investran implementation process. Show less



Oracle

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Accountant

  • 1996 - 2000

  Managed international accounting and consolidation of financial statements.



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• Accounting Supervisor

  • 1987 - 1995

  Supervised small teams in various departments within accounting function - General Ledger, Accounts Payable, Accounts Receivable and outsourced Collections department. Achieved excellent scores in comprehensive internal audits while supervising general ledger group.