Director

• Mar 2023 - Present

Countsy is your company's back-office function. We provide Accounting and HR as a service to venture backed startups. Through a unique combination of on demand CFOs and streamlined technologies, we free you from back-office management and empower you to focus on what matters most. Delighting customers. Perfecting solutions. Accelerating growth. From payroll and benefits to GAAP financials and board reporting, you get the support you need to be transaction ready. Efficient. Scalable. Done right. Countsy is your company's back-office function. We provide Accounting and HR as a service to venture backed startups. Through a unique combination of on demand CFOs and streamlined technologies, we free you from back-office management and empower you to focus on what matters most. Delighting customers. Perfecting solutions. Accelerating growth. From payroll and benefits to GAAP financials and board reporting, you get the support you need to be transaction ready. Efficient. Scalable. Done right.

Assistant Controller

• Mar 2022 - Mar 2023

Web3 and Blockchain company with SaaS and Crypto exchange revenue streams along with multiple foreign subsidiaries (US, UK, FR, IR, AU, HK, RO, DE) - Reduced the month end close process from 15 to 7 days by setting up processes/procedures, hiring key talent, and implementing and managing Floqast - Corrected 20 months of historical intercompany transactions between US parent and 7 foreign subsidiaries within the first 45 days - Worked directly with the CAO/Controller to identify and resolve multiple historical accounting issues along with the preparation of investor financials - Reconciled Carta’s cap table to our general ledger and identified and communicated key errors within each system - Designed SOPs, Flowcharts and reconciliations for all balance sheet accounts and month-end close processes Show less

Senior Accounting Manager

• Aug 2018 - Mar 2022

Direct-to-consumer home goods drop ship company with worldwide operations (US, UK, IL) and multiple subsidiaries, products, channels, and brands - Lead 7-person accounting team throughout a period of rapid scaling, 215% YoY revenue growth, and IPO readiness - Developed and manage worldwide month end close and accounting processes across all subsidiaries, streamlining close process from ~20 to 6 days - Launched detailed tracking and reporting to enable business to performance manage subsidiaries, products, brands, channels, and geos separately - Designed, implemented, and trained team on multiple reconciliation processes and workbooks to improve efficiency and accuracy, including: − Revenue recognition and payment processor reconciliation workbooks with annual top line revenues of $1B+ and monthly transactions of 70k+ − COGS to revenue recognition reconciliation workbooks for high-volume transactions and multiple suppliers − Supplier invoice review workbooks, enabling team to code and review 70K+ monthly supplier invoices for overbillings, duplications, and validity - Partnered closely with Israeli/India-based R&D team to identify opportunities to optimize systems and processes, including: − Correcting multiple API issues on back-end system interface with TaxJar (sales tax SaaS) to reduce discrepancies between remittances and collections of sales taxes from ~$100k per month to <$7.5k per month − Building multiple reports to increase efficiency of accounting team, including (e.g., deferred revenue at month-end, COGS listing by ship date, etc.) - Created dynamic workflow in Netsuite to allow complex journal entry approval routing, and Inventory procure to pay 3-way match process, allowing the company to decrease the risk of material misstatements, obtain SOX compliance. and provide comfortability to auditors for an improved audit opinion Show less

Implementation Specialist

• Jun 2015 - Aug 2018

B2B company providing on-demand Accounting and HR as a service for both early stage and scaling technology clients - Consulted on the design, optimization, and execution of GAAP accounting services for multiple VC-backed start-ups across multiple industries, including largest client – Intercom, a SaaS company with worldwide operations (US, IE, AU) - Implemented quantifiable improvements to clients’ accounting processes, including reducing close process by 10 days by implementing advanced NetSuite functionality, including: statistical accounting, dynamic allocations, MultiBook, custom import templates, 3rd party software integrations - Managed 100+ employee payroll with tight deadlines and a high level of detailed records Show less

Accounting & Financial Consultant

• Sep 2012 - Dec 2017

Monthly GAAP accounting services. Prepare monthly financial statements, federal and state income tax filings, payroll tax filings, and sales tax filings. Accomplishments: - Integrated ConsignPro and bank/credit card exports with QuickBooks, creating a quicker month end turn around - Drafted a written letter to the IRS requesting a reduction of a 2010 civil penalty for not filing W-2/W-3’s, effectively saving The Attic $6k Monthly GAAP accounting services. Prepare monthly financial statements, federal and state income tax filings, payroll tax filings, and sales tax filings. Accomplishments: - Integrated ConsignPro and bank/credit card exports with QuickBooks, creating a quicker month end turn around - Drafted a written letter to the IRS requesting a reduction of a 2010 civil penalty for not filing W-2/W-3’s, effectively saving The Attic $6k

Accountant

• Aug 2014 - Jun 2015

Internal accounts receivable and payroll functions. Managed recording/tracking cash receipts, preparing invoices/credit memos, collection calls, managing customer files, import excel files into accounting software, and present receivables related management reports. Administered 100+ seasonal employee payroll, state/federal payroll tax returns, check printing, payroll records, and 401(k). Assisted accounting manager with bank reconciliations and preparing excel files for month-end general journal entries. Accomplishments: - Improved the month end close process by creating an excel workbook that automatically calculated month end close journal entries - Improved the accounting process by linking the payroll software to the accounting software, implementing more accurate employee benefits allocations and reducing time spent during the month end. - Improved the 401(k) calculation process within the payroll software by creating an advanced formula within the system that would calculate employer match up to 3% on the ROTH and Regular 401(k) Show less

Auditor and Tax Preparer

• Mar 2014 - Aug 2014

Tax and auditing services for clients. Prepared individual tax returns, researched tax related issues and performed annual assurance engagements for nonprofit and government organization. Tax and auditing services for clients. Prepared individual tax returns, researched tax related issues and performed annual assurance engagements for nonprofit and government organization.

Accountant

• Mar 2012 - Mar 2014

Monthly accounting services for clients. Managed monthly data entry, bank reconciliations, general ledger review, month end adjustments and payroll/sales/property tax filings. Monthly accounting services for clients. Managed monthly data entry, bank reconciliations, general ledger review, month end adjustments and payroll/sales/property tax filings.

Office Intern

• Jan 2012 - Mar 2012