Experience

Torax Medical, Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Finance and Tax Manager

  • 2013 - Present

  A medical device start-up that manufactures and distributes products to treat gastro esophageal reflux disease and fecal incontinence. Responsible for internal and external financial reporting; sales and marketing reporting; maintaining general ledger and monthly close process; preparing periodic financial statements; budgeting and forecasting sales and cash; income and sales tax returns and correspondence; business registrations and qualifications; calculating reserve needs; overseeing accounts payable functions; key contact with external financial and tax auditors; managing cash outlays & commitments.



Self-Employed

• Consultant

  • 2012 - 2013

  Internal and external financial reporting; sales reporting; preparing financial statements; preparing income and sales tax returns; monthly financial close; developing financial models; accounts receivable, credit, and customer service. Internal and external financial reporting; sales reporting; preparing financial statements; preparing income and sales tax returns; monthly financial close; developing financial models; accounts receivable, credit, and customer service.



Kalypto Medical, Inc.

• Assistant Controller

  • 2010 - 2012

  A venture capitalist-backed medical start-up which was on pace for $1 million in revenue per month within 21 months. Responsibilities comprise all facets of the organization, including internal and external financial reporting; sales reporting; maintaining general ledger and monthly close process; preparing monthly & quarterly financial statements and annual report; developing and maintaining budgets and forecasts from modeling in Excel to integrating with financial system; preparing all income and sales tax returns and correspondence; calculating complex reserves and developing methodology to aid consistency; overseeing accounts payable functions; key contact with external auditors; creating annual report narratives & footnotes; managing cash outlays & commitments; managing supply chain.



DJO

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Sr. Financial Analyst

  • 2006 - 2010

  A $320 million division of a $1 billion global medical device manufacturer and distributor owned by private equity firm Blackstone Group. Responsibilities included analyzing sales operations & cash collection targets and results by business channel; maintaining dashboard of operating metrics and reporting to parent company as well as building dashboard harvesting tools; calculating various complex balance sheet reserve needs and developing tools to build and enhance reserve methodologies; overseeing sales and use tax functions; reconciling dual system transactions on a monthly basis. Empi’s parent merged with DJO in November 2007.



Empi

• Medical Equipment Manufacturing
• 100 - 200 Employee

• Sr. Business Analyst

  • 2002 - 2006

  A $200 million, 50-state medical device company owned by Encore Medical Corp./ReAble Therapeutics, Inc. Responsibilities included identifying, developing, maintaining, and enhancing management reporting system; analyzing and reporting revenue, cash collection, sales allowance, and write-off activity for both finance and sales operations departments; calculating complex balance sheet reserve needs; creating narratives and footnotes for financial statements; mining data and creating ad-hoc reporting processes for internal & external customers on an as-needed basis; maintaining numerous databases holding invoice, cash, and customer data; representing finance department on cross-functional business teams to develop and implement system/process solutions catered to specific business problems.

• Various Tax Positions

  • 1993 - 2002

  Responsibilities included indirect supervision of three subordinates in all tax compliance, business licensing, and general accounting; income tax and sales tax contact with respect to all internal and external customers; researched all areas of sales, use, and income taxation; maintained and analyzed general ledger tax accounts, including deferred tax asset, income tax payable, sales tax payable, and cushion; maintained tax calendar to include all tax deadlines; assisted in developing company structure for tax minimization, incorporating administrative efficiency and flexibility of operations; coordinated and reviewed preparation and filing of consolidated federal, state, and local income tax returns; administered stock option plan and employee stock purchase plan; managed company-wide fixed asset system.



Arthur Andersen & Co.

• Tax Associate

  • 1990 - 1993

  A worldwide public accounting firm and, at that time, one of the Big 6 firms. Responsibilities included individual income tax staff work; corporate income tax compliance; sales and use tax compliance and research; SALT team projects specializing in reverse sales tax audits; assisting with development of corporate income tax methodology development as member of office-wide 1120 methodology team. A worldwide public accounting firm and, at that time, one of the Big 6 firms. Responsibilities included individual income tax staff work; corporate income tax compliance; sales and use tax compliance and research; SALT team projects specializing in reverse sales tax audits; assisting with development of corporate income tax methodology development as member of office-wide 1120 methodology team.