Experience

Molekule

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Corporate Controller

  • Jan 2022 - Sep 2023

  • Executed Public Reverse Merger requiring a rapid change of priorities for the team to focus on SEC filings preparation and facilitation with legal counsel, auditors and buy-side company on S-4’s, S-X compliance and reviewed financials • Led through high attrition across the company and, alongside new CFO, focused on rebuilding trust amongst employees, customers and investors via open and honest communication on company’s financials and plan for recovery • Successful debt restructuring… Show more • Executed Public Reverse Merger requiring a rapid change of priorities for the team to focus on SEC filings preparation and facilitation with legal counsel, auditors and buy-side company on S-4’s, S-X compliance and reviewed financials • Led through high attrition across the company and, alongside new CFO, focused on rebuilding trust amongst employees, customers and investors via open and honest communication on company’s financials and plan for recovery • Successful debt restructuring with multiple lenders to interest only payments to achieve down-round financing event in May 2022 to provide additional runway through merger • Technical accounting topics analyzed, consulted subject matter experts and financial reporting disclosures: ASC 470 - Debt Restructuring, ASC 815 - SAFE conversion, equity treated as a derivative, Going Concern Emphasis, ASC 842 Lease Adoption and ASC 805 purchase price accounting • Motivated and coached a team of 10-12 through financial close, transactions and integration while bringing 80% of offshore services domestically to drive improvement of process and approvals • Unit economic model uncovered margin decretive SKUs leading to a ground up rework of portfolio and subscription pricing model • Reviewed ASC 805 valuation of the Molekule business, including identification and valuation of intangible assets, and complete allocation of purchase price prepared by external valuation specialists Show less



Wilbur Labs

• United States
• Software Development
• 1 - 100 Employee

• Controller

  • Sep 2019 - Jan 2022

  San Francisco Bay Area • Reported directly to Founder and CEO of bootstrapped organization wherein I provided financial stewardship, transparent financial reporting and dashboards to aid in explaining financial concepts and led scalable processes • Accounting: Developed and implemented end-to-end monthly close for a diverse portfolio of 15 legal entities, converted from cash-basis to GAAP basis financials, including joint ventures, noncontrolling interests, etc., hired for lean top-talent org, distributed MoM… Show more • Reported directly to Founder and CEO of bootstrapped organization wherein I provided financial stewardship, transparent financial reporting and dashboards to aid in explaining financial concepts and led scalable processes • Accounting: Developed and implemented end-to-end monthly close for a diverse portfolio of 15 legal entities, converted from cash-basis to GAAP basis financials, including joint ventures, noncontrolling interests, etc., hired for lean top-talent org, distributed MoM trend reporting, accounting policy creation, ASC 606 analysis across service, product and affiliate revenue streams, board reporting packages designed to provide portfolio CEOs insights and data driven recommendations to support strategic decisions and capital needs • Finance: For each entity, 409A valuation forecasts, cash flow analysis, margin scenario cost and pricing optimization model to improve subsidiary cashflow in 3 months, and COVID liquidity analysis • Tax: Engaged teams for S-Corp & Partnership returns, facilitated a highly successful R&D Tax Credit Study, reviewed and forecasted Multi-State Nexus Analysis for compliance • Successfully negotiated spend incentive deal with vendor generating an additional 6-figures to bottom line to reinvest • Systems: 60 day conversion from QBO to SAGE Intacct ERP, Bill.com for AP and AR, Divvy Spend Management & Reimbursement, TaxJar, and ADP API Show less



The Clorox Company

• United States
• Consumer Goods
• 700 & Above Employee

• Manager - Glad & Brita Supply Chain Finance & Cost

  • May 2018 - Sep 2019

  • Led a dynamic team of 4 analysts, set strategic objectives, provide day-to-day support while driving engagement and results • Directed the execution of close and forecast for tasks specific to COGS for Domestic Glad and Global Brita (~$1B) • Advised on technical accounting topics (ASC 330, ASC 360, ASC 705): FIFO, Inv Reserve, Usage, Fx & Commodities • Influenced Supply Chain decision-making focusing on inventory management, tariff regulatory headwinds & working capital… Show more • Led a dynamic team of 4 analysts, set strategic objectives, provide day-to-day support while driving engagement and results • Directed the execution of close and forecast for tasks specific to COGS for Domestic Glad and Global Brita (~$1B) • Advised on technical accounting topics (ASC 330, ASC 360, ASC 705): FIFO, Inv Reserve, Usage, Fx & Commodities • Influenced Supply Chain decision-making focusing on inventory management, tariff regulatory headwinds & working capital impact • Forecasted and reviewed commodity market change drivers and dollarize impact to cross-functional business partners • Drove automation initiatives behind rate variance leveraging Alteryx & Tableau and “Lift & Shift” implementation from Kaizen • Quarterly Division Finance Award for commitment to “Taking Personal Ownership” of financial operations and initiatives

• Assoc. Finance Manager - Specialty Division Business (Market Share) Insights and FP&A

  • Mar 2017 - Apr 2018

  San Francisco Bay Area • Exerted influential leadership to drive portfolio restructuring through SKU rationalization, driving annual cost savings exceeding $4 million and significant margin accretion • Consolidated Specialty LRP and directed Leadership’s follow-up analyses to attain its ambitious targets • Grew innovation pipeline as project’s finance leader to develop pro-forma P&L projections and DCF valuations • Created Investor Relations quarterly market share reporting framework adopted by the brand… Show more • Exerted influential leadership to drive portfolio restructuring through SKU rationalization, driving annual cost savings exceeding $4 million and significant margin accretion • Consolidated Specialty LRP and directed Leadership’s follow-up analyses to attain its ambitious targets • Grew innovation pipeline as project’s finance leader to develop pro-forma P&L projections and DCF valuations • Created Investor Relations quarterly market share reporting framework adopted by the brand, sales and executive leadership • Awarded in Quarterly Town Hall for consistently demonstrating core value “Acting Like An Owner”

• Senior M&A Analyst – Renew Life

  • Apr 2016 - Feb 2017

  • Spearheaded the strategic design and execution of an accelerated close process, optimizing efficiency for a team of 8 professionals. Reduction of close from 15 to 3 days implemented at year-end close successfully. • Demonstrated comprehensive expertise in ASC 805, by identifying and recouping a net working capital overstatement, of approximately 1% (equivalent to $3 million) of the acquisition purchase price • Implemented accounting policies, transitioning methodologies from cash basis… Show more • Spearheaded the strategic design and execution of an accelerated close process, optimizing efficiency for a team of 8 professionals. Reduction of close from 15 to 3 days implemented at year-end close successfully. • Demonstrated comprehensive expertise in ASC 805, by identifying and recouping a net working capital overstatement, of approximately 1% (equivalent to $3 million) of the acquisition purchase price • Implemented accounting policies, transitioning methodologies from cash basis to US GAAP, within 50 days of acquisition • Developed internal controls for management oversight upon transaction which were tested by EY with zero findings • Adept grasp of ASC 420 Exit or Disposal Cost Obligations, ASC 450 Contingencies, ASC 820 Fair Value Measurements

• Senior Accountant, U.S. Operations – Burt’s Bees, Cleaning & Professional Products

  • Sep 2015 - Apr 2016

  • Successfully reengineered close processes, yielding a reduction of 2 days and streamlined workforce within 2 months • Expert analysis for topics including ASC 350 Intangibles and Goodwill, ASC 840 Leases, ASC 605 Revenue Recognition, and ASC 810 Consolidation of Variable Interest Entities • Recognized for Quarterly Controller’s Award for “Working Together to Win” & “Taking Personal Ownership” respectively



RH

• United States
• Design Services
• 700 & Above Employee

• Internal Controls/Audit

  • Jun 2014 - Sep 2015

  San Francisco Bay Area Successfully transitioned internal control design and testing in house, saving 3rd party fees and audit hours



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Audit Associate

  • Sep 2012 - Jun 2014

  San Francisco Bay Area



Trinchero Family Estates

• United States
• Beverage Manufacturing
• 700 & Above Employee

• Accounting/Finance Intern

  • Jun 2011 - Dec 2011

  Saint Helena