Chief Accounting Officer (CAO)

• Feb 2023 - Present

AuthenticID is a pioneer in the Identity Proofing and Fraud Detection space. AuthenticID’s fully-automated solution protects identities and mitigates fraud without sacrificing user experience. Founded in 2001, AuthenticID has deep domain expertise in verifying government-issued identification documents with the market’s most powerful, next-generation, automated AI platform for fraud detection and identity verification. AuthenticID’s patented platform is used by the world’s leading financial… Show more AuthenticID is a pioneer in the Identity Proofing and Fraud Detection space. AuthenticID’s fully-automated solution protects identities and mitigates fraud without sacrificing user experience. Founded in 2001, AuthenticID has deep domain expertise in verifying government-issued identification documents with the market’s most powerful, next-generation, automated AI platform for fraud detection and identity verification. AuthenticID’s patented platform is used by the world’s leading financial services firms, wireless carriers, and identity verification platforms. Show less AuthenticID is a pioneer in the Identity Proofing and Fraud Detection space. AuthenticID’s fully-automated solution protects identities and mitigates fraud without sacrificing user experience. Founded in 2001, AuthenticID has deep domain expertise in verifying government-issued identification documents with the market’s most powerful, next-generation, automated AI platform for fraud detection and identity verification. AuthenticID’s patented platform is used by the world’s leading financial… Show more AuthenticID is a pioneer in the Identity Proofing and Fraud Detection space. AuthenticID’s fully-automated solution protects identities and mitigates fraud without sacrificing user experience. Founded in 2001, AuthenticID has deep domain expertise in verifying government-issued identification documents with the market’s most powerful, next-generation, automated AI platform for fraud detection and identity verification. AuthenticID’s patented platform is used by the world’s leading financial services firms, wireless carriers, and identity verification platforms. Show less

Financial and Business Application Consultant

• Aug 2014 - Present

Engagements with clients to support public and private companies with projects focused on the following: Finance/Accounting - advanced financial modeling, working capital analysis, product pricing models, helping software companies migrate from a perpetual revenue model to SaaS, financial analysis, bank covenant reporting, cash forecasting, complex accounting matters, implementation of the new Revenue Recognition Guidance (ASC 606) in advance of effective date at a private software… Show more Engagements with clients to support public and private companies with projects focused on the following: Finance/Accounting - advanced financial modeling, working capital analysis, product pricing models, helping software companies migrate from a perpetual revenue model to SaaS, financial analysis, bank covenant reporting, cash forecasting, complex accounting matters, implementation of the new Revenue Recognition Guidance (ASC 606) in advance of effective date at a private software company utilizing the Full Retrospective approach, drafting policies & procedures, extensive M&A/due diligence/population of virtual data rooms, develop program and process to capitalize internally developed software in an agile development organization, and income taxes (company and personal) Systems - ERP implementations (Dynamics AX/GP, QuickBooks), project management, IT General Controls (ITGC) SOX compliance - successful implementation of SOX 404(b), Entity-Level Controls, controls testing, drafting SOX narratives, walk throughs, migration to COSO 2013 Show less Engagements with clients to support public and private companies with projects focused on the following: Finance/Accounting - advanced financial modeling, working capital analysis, product pricing models, helping software companies migrate from a perpetual revenue model to SaaS, financial analysis, bank covenant reporting, cash forecasting, complex accounting matters, implementation of the new Revenue Recognition Guidance (ASC 606) in advance of effective date at a private software… Show more Engagements with clients to support public and private companies with projects focused on the following: Finance/Accounting - advanced financial modeling, working capital analysis, product pricing models, helping software companies migrate from a perpetual revenue model to SaaS, financial analysis, bank covenant reporting, cash forecasting, complex accounting matters, implementation of the new Revenue Recognition Guidance (ASC 606) in advance of effective date at a private software company utilizing the Full Retrospective approach, drafting policies & procedures, extensive M&A/due diligence/population of virtual data rooms, develop program and process to capitalize internally developed software in an agile development organization, and income taxes (company and personal) Systems - ERP implementations (Dynamics AX/GP, QuickBooks), project management, IT General Controls (ITGC) SOX compliance - successful implementation of SOX 404(b), Entity-Level Controls, controls testing, drafting SOX narratives, walk throughs, migration to COSO 2013 Show less

Senior Vice President Finance

• Apr 2020 - Feb 2023

Senior Vice President, Finance and IT

• Mar 2019 - Jul 2019

Global on-premise and cloud-based, Conditional Access/DRM and analytics software company at the heart of security solutions for mobile and connected devices, providing software, silicon IP, tools, services, and know-how needed to protect customers’ transactions, ID, content, applications, and communications. -Finance: Oversee global accounting, finance, tax, revenue recognition, consolidation and reporting functions. -IT: Oversee global IT, Enterprise Applications, Project… Show more Global on-premise and cloud-based, Conditional Access/DRM and analytics software company at the heart of security solutions for mobile and connected devices, providing software, silicon IP, tools, services, and know-how needed to protect customers’ transactions, ID, content, applications, and communications. -Finance: Oversee global accounting, finance, tax, revenue recognition, consolidation and reporting functions. -IT: Oversee global IT, Enterprise Applications, Project Management & Business Process Optimization

Senior Vice President Finance

• Nov 2016 - Feb 2019

Global on-premise and cloud-based, Conditional Access/DRM and analytics software company. -Manage financial modeling, presentations and due diligence process with private equity firms and strategic buyers to bring new investors into the business. The nearly two-year project has resulted in a successful all cash outcome valued at more than $150 million, which will create a combined business with Revenues of an estimated $120 million. -Oversee global accounting, finance, tax, revenue… Show more Global on-premise and cloud-based, Conditional Access/DRM and analytics software company. -Manage financial modeling, presentations and due diligence process with private equity firms and strategic buyers to bring new investors into the business. The nearly two-year project has resulted in a successful all cash outcome valued at more than $150 million, which will create a combined business with Revenues of an estimated $120 million. -Oversee global accounting, finance, tax, revenue recognition, consolidation and reporting functions. -Devised new policies and procedures that improved quote to cash process, developed a sophisticated revenue forecast model and collaborated extensively with the sales team. Revenue forecasting has improved and significantly reduced the cash collection cycle improving DSO from 120 days to 60 days. -Reduced the monthly close and reporting timeline to five business days, leaving more time to provide value-added management reporting, analytics and board reporting. -Directed project to early-adopt Revenue from Contracts with Customers (ASC 606). Fully adopted as of January 2017. Oversaw related accounting system implementation. -Implemented Adaptive Insights planning and reporting tools to streamline the annual budget process. -Manage tax planning and transfer pricing studies to ensure compliance is maintained globally.

Senior Vice President, Corporate Controller

• Aug 2010 - Aug 2014

Leading provider of on-premise and cloud-based software capture solutions powering document-driven processes. -Nasdaq IPO in December 2013, with a dual listing on the London Stock Exchange, reporting in IFRS and conversion to U.S. GAAP in June 2014, as well as SOX 404(b) compliance. -Global month end close schedule decreased from an average of 14 days to four business days. -Oversaw global accounting operations, financial reporting, business applications, technical accounting… Show more Leading provider of on-premise and cloud-based software capture solutions powering document-driven processes. -Nasdaq IPO in December 2013, with a dual listing on the London Stock Exchange, reporting in IFRS and conversion to U.S. GAAP in June 2014, as well as SOX 404(b) compliance. -Global month end close schedule decreased from an average of 14 days to four business days. -Oversaw global accounting operations, financial reporting, business applications, technical accounting, revenue recognition and administration functions. -Established Shared Service Center in Switzerland to support EMEA accounting and back-office functions. -Divested of $120 million hardware distribution business, acquired Atalasoft for nearly $10 million and acquired Singularity Limited, a Northern Ireland based company, for over $40 million in December 2011, Altosoft Corporation for $19 million in 2013, and Kapow Technologies Inc. for $47.5 million in 2013. -Implemented SaaS business model to compliment perpetual software offering.

CIO

• Jul 2009 - Sep 2010

-Accountable for directing the information and data integrity of the global enterprise and its groups, and for all Information Technology functions of the enterprise. -Oversaw all data centers, user support, project scheduling functions, communication networks (voice and data), computer program development, CRM, ERP applications, data warehousing and e-commerce solutions. -Refined IT infrastructure by reducing headcount by 25% yet strengthening resources with new talent. -Established… Show more -Accountable for directing the information and data integrity of the global enterprise and its groups, and for all Information Technology functions of the enterprise. -Oversaw all data centers, user support, project scheduling functions, communication networks (voice and data), computer program development, CRM, ERP applications, data warehousing and e-commerce solutions. -Refined IT infrastructure by reducing headcount by 25% yet strengthening resources with new talent. -Established centralized project management and budget tracking system to manage $7 million capex budget.

SVP, Business Applications

• Nov 2008 - Jul 2009

-Head of the information technology department and global project manager on the ERP implementation. -Successfully managed the deployment of Dynamics AX v 2009 in 21 countries across 40 subsidiaries in nine months and on budget. -Streamlined business processes with the rollout of Dynamics AX, so that the Company operated from one set of policies and procedures.

Consultant

• Aug 2008 - Nov 2008

ERP implementations, complex accounting projects, income taxes and project management. Primary engagement with Kofax and was hired on after 90 days. ERP implementations, complex accounting projects, income taxes and project management. Primary engagement with Kofax and was hired on after 90 days.

SVP Controller

• Jul 2007 - Aug 2008

-Aggressively scaled the department to expand accounting functions into regional shared service centers located in Los Angeles, London, Hong Kong, Sydney and Buenos Aires with 175 personnel under my direction including accounting, reporting and order fulfillment. -Oversaw operational aspects of Oracle eBusiness Suite 11i implementation. -Streamlined the month end close process to meet a one-day close requirement for this multinational business. -Instrumental in the acquisition and… Show more -Aggressively scaled the department to expand accounting functions into regional shared service centers located in Los Angeles, London, Hong Kong, Sydney and Buenos Aires with 175 personnel under my direction including accounting, reporting and order fulfillment. -Oversaw operational aspects of Oracle eBusiness Suite 11i implementation. -Streamlined the month end close process to meet a one-day close requirement for this multinational business. -Instrumental in the acquisition and integration of fifteen companies totaling $1.6 billion, disposal of non-synergistic companies, and expansion into 30 countries. -Integrated books and records of 10 new subsidiaries mostly created through an inorganic growth strategy (e.g., MySpace.com, IGN Entertainment, Scout Media, FoxSports.com and Strategic Data Corp.). -Developed a world-class accounting department that could scale to the level of growth anticipated in this fast-moving company. Responsible for SOX compliance and development of the testing process. -Managed successful SOX 404 compliance project in the first fiscal year of this new division.

VP Controller

• Oct 2005 - Jun 2007

Oversee the accounting department for this newly created division of News Corporation. Manage the implementation of Great Plains software across acquired companies. Integrate books and records of ten new divisions mostly created through acquisitions and integrations (i.e., MySpace.com, IGN Entertainment, Scout Media, FoxSports.com, Strategic Data Corp. & kSolo, Inc.). Developed a world-class accounting department that can scale to the level of growth anticipated in this fast-moving company.… Show more Oversee the accounting department for this newly created division of News Corporation. Manage the implementation of Great Plains software across acquired companies. Integrate books and records of ten new divisions mostly created through acquisitions and integrations (i.e., MySpace.com, IGN Entertainment, Scout Media, FoxSports.com, Strategic Data Corp. & kSolo, Inc.). Developed a world-class accounting department that can scale to the level of growth anticipated in this fast-moving company. -Streamlined month end close process to meet a one-day close requirement. -Migrated 1,100+ employees onto one payroll system (ADP & ADP Streamline). -Consolidated accounting functions into a shared corporate service with a staff of 65 people.

Chief Operating Officer

• Jan 2004 - Sep 2005

-Oversaw the operations of a $75 million subsidiary, which consisted of purchasing, inventory management, 100-seat call center, warehouse facility shipping 160,000+ packages per month and IT. -Managed installation of automated packaging lines, which reduced overhead, provided for scalability to handle the substantial growth in the volume of shipments and saved the company over $500,000 per year. -Constructed a new call center and warehouse to handle explosive growth and allow for… Show more -Oversaw the operations of a $75 million subsidiary, which consisted of purchasing, inventory management, 100-seat call center, warehouse facility shipping 160,000+ packages per month and IT. -Managed installation of automated packaging lines, which reduced overhead, provided for scalability to handle the substantial growth in the volume of shipments and saved the company over $500,000 per year. -Constructed a new call center and warehouse to handle explosive growth and allow for scalability. -Negotiated new shipping contract to save over $750,000 in shipping costs per year. -Successfully launched four direct response-marketing campaigns driving a revenue increase of 45%. -Established significant internal controls, policies and procedures, and process changes to secure all ecommerce transactions in this complex, high growth organization. Show less -Oversaw the operations of a $75 million subsidiary, which consisted of purchasing, inventory management, 100-seat call center, warehouse facility shipping 160,000+ packages per month and IT. -Managed installation of automated packaging lines, which reduced overhead, provided for scalability to handle the substantial growth in the volume of shipments and saved the company over $500,000 per year. -Constructed a new call center and warehouse to handle explosive growth and allow for… Show more -Oversaw the operations of a $75 million subsidiary, which consisted of purchasing, inventory management, 100-seat call center, warehouse facility shipping 160,000+ packages per month and IT. -Managed installation of automated packaging lines, which reduced overhead, provided for scalability to handle the substantial growth in the volume of shipments and saved the company over $500,000 per year. -Constructed a new call center and warehouse to handle explosive growth and allow for scalability. -Negotiated new shipping contract to save over $750,000 in shipping costs per year. -Successfully launched four direct response-marketing campaigns driving a revenue increase of 45%. -Established significant internal controls, policies and procedures, and process changes to secure all ecommerce transactions in this complex, high growth organization. Show less

VP Corporate Controller

• Apr 2003 - Sep 2005

-Part of the team that sold the company to News Corp. for $580 million, managed due diligence process. -Managed the financial aspects of myspace.com from inception in a hyper-growth environment. -Chief Financial Officer for nine months during changes in the CFO position and responsible for: earnings calls, earnings press releases, preparation of all SEC filings (10-K, 10-Q, 8-K), interfaced with the board on financial matters, and presentations to the Audit Committee. -Established… Show more -Part of the team that sold the company to News Corp. for $580 million, managed due diligence process. -Managed the financial aspects of myspace.com from inception in a hyper-growth environment. -Chief Financial Officer for nine months during changes in the CFO position and responsible for: earnings calls, earnings press releases, preparation of all SEC filings (10-K, 10-Q, 8-K), interfaced with the board on financial matters, and presentations to the Audit Committee. -Established significant internal controls, policies and procedures, and process changes to secure all ecommerce transactions in this complex, high growth organization. -Sold Skilljam.com for $8 million and worked with VC’s to attract $20+ million. -Referenced in the book: Stealing MySpace, by Julia Angwin, March 2009 Show less -Part of the team that sold the company to News Corp. for $580 million, managed due diligence process. -Managed the financial aspects of myspace.com from inception in a hyper-growth environment. -Chief Financial Officer for nine months during changes in the CFO position and responsible for: earnings calls, earnings press releases, preparation of all SEC filings (10-K, 10-Q, 8-K), interfaced with the board on financial matters, and presentations to the Audit Committee. -Established… Show more -Part of the team that sold the company to News Corp. for $580 million, managed due diligence process. -Managed the financial aspects of myspace.com from inception in a hyper-growth environment. -Chief Financial Officer for nine months during changes in the CFO position and responsible for: earnings calls, earnings press releases, preparation of all SEC filings (10-K, 10-Q, 8-K), interfaced with the board on financial matters, and presentations to the Audit Committee. -Established significant internal controls, policies and procedures, and process changes to secure all ecommerce transactions in this complex, high growth organization. -Sold Skilljam.com for $8 million and worked with VC’s to attract $20+ million. -Referenced in the book: Stealing MySpace, by Julia Angwin, March 2009 Show less

VP, Corporate Controller/Director IT

• Dec 1997 - Aug 2002

-Divested Soundelux post-production services to Liberty Media, creating Ascent Media by combining with the assets of 4MC and Todd-AO. -Managed the orderly transition of each facility to Ascent Media, and the Great Plains ERP application implementation to integrate the companies. -Managed the day-to-day operations of the thirteen-member accounting staff. -Managed the spin out of the remaining subsidiaries to General Managers and dissolved parent company structure. -Responsible… Show more -Divested Soundelux post-production services to Liberty Media, creating Ascent Media by combining with the assets of 4MC and Todd-AO. -Managed the orderly transition of each facility to Ascent Media, and the Great Plains ERP application implementation to integrate the companies. -Managed the day-to-day operations of the thirteen-member accounting staff. -Managed the spin out of the remaining subsidiaries to General Managers and dissolved parent company structure. -Responsible for the budget process that required the consolidation of twelve independent budgets from various markets within the entertainment industry including postproduction, large-scale venue construction, production and entertainment. Show less -Divested Soundelux post-production services to Liberty Media, creating Ascent Media by combining with the assets of 4MC and Todd-AO. -Managed the orderly transition of each facility to Ascent Media, and the Great Plains ERP application implementation to integrate the companies. -Managed the day-to-day operations of the thirteen-member accounting staff. -Managed the spin out of the remaining subsidiaries to General Managers and dissolved parent company structure. -Responsible… Show more -Divested Soundelux post-production services to Liberty Media, creating Ascent Media by combining with the assets of 4MC and Todd-AO. -Managed the orderly transition of each facility to Ascent Media, and the Great Plains ERP application implementation to integrate the companies. -Managed the day-to-day operations of the thirteen-member accounting staff. -Managed the spin out of the remaining subsidiaries to General Managers and dissolved parent company structure. -Responsible for the budget process that required the consolidation of twelve independent budgets from various markets within the entertainment industry including postproduction, large-scale venue construction, production and entertainment. Show less

Division Controller

• Jun 1992 - Nov 1997

-Managed the accounting department and staff located in various locations in North America. -Key role in the preparation for the initial public offering (IPO) in 1995. -Key role in a secondary offering in 1997, which included preparing for the roadshow and assisting in writing the S-1, 10-Q, 10-K, and the annual report. -Managed the accounting department and staff located in various locations in North America. -Key role in the preparation for the initial public offering (IPO) in 1995. -Key role in a secondary offering in 1997, which included preparing for the roadshow and assisting in writing the S-1, 10-Q, 10-K, and the annual report.