Director Of Accounting (North America & International)

• Aug 2021 - Present

Corporate Controller

• Apr 2019 - Aug 2021

Performed accounting and financial management activities. Executed reporting and review of local statutory accounts and consolidation of foreign locations including India, Germany, Japan, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Oversaw external audits. Handled treasury management activities. Key Achievements: * Managed the implementation of NetSuite contract module that streamlined the SaaS revenue process. * Reduced month end closing… Show more Performed accounting and financial management activities. Executed reporting and review of local statutory accounts and consolidation of foreign locations including India, Germany, Japan, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Oversaw external audits. Handled treasury management activities. Key Achievements: * Managed the implementation of NetSuite contract module that streamlined the SaaS revenue process. * Reduced month end closing process to 10 business days. * Expedited cash flow process through implementation of NetSuite collection module. * Fully automated the Fixed Assets process through implementation of NetSuite Fixed Assets module. Show less Performed accounting and financial management activities. Executed reporting and review of local statutory accounts and consolidation of foreign locations including India, Germany, Japan, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Oversaw external audits. Handled treasury management activities. Key Achievements: * Managed the implementation of NetSuite contract module that streamlined the SaaS revenue process. * Reduced month end closing… Show more Performed accounting and financial management activities. Executed reporting and review of local statutory accounts and consolidation of foreign locations including India, Germany, Japan, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Oversaw external audits. Handled treasury management activities. Key Achievements: * Managed the implementation of NetSuite contract module that streamlined the SaaS revenue process. * Reduced month end closing process to 10 business days. * Expedited cash flow process through implementation of NetSuite collection module. * Fully automated the Fixed Assets process through implementation of NetSuite Fixed Assets module. Show less

Corporate Controller

• Apr 2017 - Apr 2019

Maintained responsibility for accounting, payroll, accounts receivable, and accounts payable initiatives for a company with $85M in annual revenue. Prepared balance sheet reconciliations on a monthly basis. Oversaw external audits. Handled treasury management activities. Participated in budgeting and forecasting duties. Key Achievements: * Ensured the accuracy and integrity of financial data. * Developed financial reports that aided in business decision-making. * Established… Show more Maintained responsibility for accounting, payroll, accounts receivable, and accounts payable initiatives for a company with $85M in annual revenue. Prepared balance sheet reconciliations on a monthly basis. Oversaw external audits. Handled treasury management activities. Participated in budgeting and forecasting duties. Key Achievements: * Ensured the accuracy and integrity of financial data. * Developed financial reports that aided in business decision-making. * Established financial control policies and procedures. * Prepared Sage and Payroll (Paylocity) software implementation. Show less Maintained responsibility for accounting, payroll, accounts receivable, and accounts payable initiatives for a company with $85M in annual revenue. Prepared balance sheet reconciliations on a monthly basis. Oversaw external audits. Handled treasury management activities. Participated in budgeting and forecasting duties. Key Achievements: * Ensured the accuracy and integrity of financial data. * Developed financial reports that aided in business decision-making. * Established… Show more Maintained responsibility for accounting, payroll, accounts receivable, and accounts payable initiatives for a company with $85M in annual revenue. Prepared balance sheet reconciliations on a monthly basis. Oversaw external audits. Handled treasury management activities. Participated in budgeting and forecasting duties. Key Achievements: * Ensured the accuracy and integrity of financial data. * Developed financial reports that aided in business decision-making. * Established financial control policies and procedures. * Prepared Sage and Payroll (Paylocity) software implementation. Show less

Corporate Controller

• Sep 2016 - Sep 2017

Charged with accountability for preparing SEC filings and footnotes including 10-K, 10-Q, and 8-K. Reviewed monthly balance sheet reconciliations. Executed payroll and tax filing functions. Managed external audits. Key Achievements: * Spearheaded the development and implementation of financial control procedures to strengthen operations. * Led cash flow forecasting initiatives. Charged with accountability for preparing SEC filings and footnotes including 10-K, 10-Q, and 8-K. Reviewed monthly balance sheet reconciliations. Executed payroll and tax filing functions. Managed external audits. Key Achievements: * Spearheaded the development and implementation of financial control procedures to strengthen operations. * Led cash flow forecasting initiatives.

Controller

• 2015 - 2016

(Nelson Civil Construction Services, LLC) Oversaw all aspects of accounting, general ledger activity, payroll, accounts receivable, and accounts payable. Created reports and analytics that influenced business decisions. Key Achievements: * Supervised and motivated the team in performing at optimal levels. * Played a key role in 2 system and software implementations including Paylocity and Viewpoint. (Nelson Civil Construction Services, LLC) Oversaw all aspects of accounting, general ledger activity, payroll, accounts receivable, and accounts payable. Created reports and analytics that influenced business decisions. Key Achievements: * Supervised and motivated the team in performing at optimal levels. * Played a key role in 2 system and software implementations including Paylocity and Viewpoint.

Director of International Accounting

• Apr 2013 - Nov 2015

Performed accounting and financial management activities. Executed reporting and review of local statutory accounts of foreign locations including Shanghai, Singapore, Prague, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Key Achievements: * Charged with accountability for leading external audits of foreign locations and identifying areas of risk exposure. * Served as a liaison with business partners to ensure intercompany transactions… Show more Performed accounting and financial management activities. Executed reporting and review of local statutory accounts of foreign locations including Shanghai, Singapore, Prague, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Key Achievements: * Charged with accountability for leading external audits of foreign locations and identifying areas of risk exposure. * Served as a liaison with business partners to ensure intercompany transactions were handled properly internationally. * Spearheaded the development and implementation of business plans and budgets. Show less Performed accounting and financial management activities. Executed reporting and review of local statutory accounts of foreign locations including Shanghai, Singapore, Prague, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Key Achievements: * Charged with accountability for leading external audits of foreign locations and identifying areas of risk exposure. * Served as a liaison with business partners to ensure intercompany transactions… Show more Performed accounting and financial management activities. Executed reporting and review of local statutory accounts of foreign locations including Shanghai, Singapore, Prague, and US Domestic entities. Prepared and reviewed monthly balance sheet reconciliations. Key Achievements: * Charged with accountability for leading external audits of foreign locations and identifying areas of risk exposure. * Served as a liaison with business partners to ensure intercompany transactions were handled properly internationally. * Spearheaded the development and implementation of business plans and budgets. Show less

Audit Senior / Acting Manager, Grand Cayman, Cayman Islands

• Sep 2011 - Apr 2013

(McGladrey LLP) Supervised, trained, and motivated the team in daily job duties. Directed all aspects of research projects related to various accounting issues including ASC 320 (Investments – Debt and Equity Securities). Prepared and reviewed audit budgets. Reviewed actuarial reports and related loss reserves. Key Achievements: * Formulated audit strategy including substantive testing and full process review and controls based testing. * Prepared financial statements and… Show more (McGladrey LLP) Supervised, trained, and motivated the team in daily job duties. Directed all aspects of research projects related to various accounting issues including ASC 320 (Investments – Debt and Equity Securities). Prepared and reviewed audit budgets. Reviewed actuarial reports and related loss reserves. Key Achievements: * Formulated audit strategy including substantive testing and full process review and controls based testing. * Prepared financial statements and footnotes using expert financial talents. * Performed audit risk analyses, identified potential audit issues for all audit areas, and planned audit for clients and team executives. Show less (McGladrey LLP) Supervised, trained, and motivated the team in daily job duties. Directed all aspects of research projects related to various accounting issues including ASC 320 (Investments – Debt and Equity Securities). Prepared and reviewed audit budgets. Reviewed actuarial reports and related loss reserves. Key Achievements: * Formulated audit strategy including substantive testing and full process review and controls based testing. * Prepared financial statements and… Show more (McGladrey LLP) Supervised, trained, and motivated the team in daily job duties. Directed all aspects of research projects related to various accounting issues including ASC 320 (Investments – Debt and Equity Securities). Prepared and reviewed audit budgets. Reviewed actuarial reports and related loss reserves. Key Achievements: * Formulated audit strategy including substantive testing and full process review and controls based testing. * Prepared financial statements and footnotes using expert financial talents. * Performed audit risk analyses, identified potential audit issues for all audit areas, and planned audit for clients and team executives. Show less

Senior/Manager

• Jan 2005 - Oct 2010

* Audit and review of 10-Q, Quarterly disclosures, 10-K, 8-K, S-1, S-3, significant experience in 404 Sarbanes Oxley, Financial Reporting, Restatements and comfort letters/ procedures to underwriters * Preparation of consolidated statutory accounts (including UK GAAP, US GAAP and IFRS reporting requirements) * Determine audit strategy, both substantive testing and full process review and controls based testing * Supervision/managing of associates on site * Ernst & Young entrepreneur… Show more * Audit and review of 10-Q, Quarterly disclosures, 10-K, 8-K, S-1, S-3, significant experience in 404 Sarbanes Oxley, Financial Reporting, Restatements and comfort letters/ procedures to underwriters * Preparation of consolidated statutory accounts (including UK GAAP, US GAAP and IFRS reporting requirements) * Determine audit strategy, both substantive testing and full process review and controls based testing * Supervision/managing of associates on site * Ernst & Young entrepreneur of the year interviews * Involved in many research projects (incl. accounting treatment of hostage fees) and writing of technical accounting memorandums related to various FASB’s such as: 1) FASB “Accounting Standards Codification” 2) FASB Statement No. 2, “Accounting for Research and Development Costs” 3) FASB Statement No. 13, “Accounting for Leases” 4) FASB Statement No. 123R, “Share-Based Payment” 5) FASB Statement No. 142, “Goodwill and Other Intangible Assets” 6) FASB Statement No. 144, “Accounting for the impairment or Disposal of Long-Lived Assets” 7) FASB Statement No. 151, “Inventory Cost” (ARB No.43) 8) FASB Statement No. 154, “Accounting Changes and Error Corrections” 9) FASB Statement No. 157, “Fair Value Measurements” 10) SAB 104, “Revenue recognition and Multiple-Deliverable Revenue Arrangements” 11) SOP 97-2, “Software Revenue Recognition” 12) SOP 98-1,“Accounting for the Costs of Computer Software Developed or Obtained for Internal Use” 13) Staff Position 142-3 (FSP 142-3), “Determination of the Useful Life of Intangible Assets” 14) EITF 07-03, “Accounting for Nonrefundable Advance payments for Goods or Services Received for Use in Future Research and Development Activities” * Drafting financial statements * Review of forecasts and budgets * Preparing/performing Team Planning Events * Peer advisor for new hires * Participation in University Colorado Denver (UCD) recruiting events and interviews Show less * Audit and review of 10-Q, Quarterly disclosures, 10-K, 8-K, S-1, S-3, significant experience in 404 Sarbanes Oxley, Financial Reporting, Restatements and comfort letters/ procedures to underwriters * Preparation of consolidated statutory accounts (including UK GAAP, US GAAP and IFRS reporting requirements) * Determine audit strategy, both substantive testing and full process review and controls based testing * Supervision/managing of associates on site * Ernst & Young entrepreneur… Show more * Audit and review of 10-Q, Quarterly disclosures, 10-K, 8-K, S-1, S-3, significant experience in 404 Sarbanes Oxley, Financial Reporting, Restatements and comfort letters/ procedures to underwriters * Preparation of consolidated statutory accounts (including UK GAAP, US GAAP and IFRS reporting requirements) * Determine audit strategy, both substantive testing and full process review and controls based testing * Supervision/managing of associates on site * Ernst & Young entrepreneur of the year interviews * Involved in many research projects (incl. accounting treatment of hostage fees) and writing of technical accounting memorandums related to various FASB’s such as: 1) FASB “Accounting Standards Codification” 2) FASB Statement No. 2, “Accounting for Research and Development Costs” 3) FASB Statement No. 13, “Accounting for Leases” 4) FASB Statement No. 123R, “Share-Based Payment” 5) FASB Statement No. 142, “Goodwill and Other Intangible Assets” 6) FASB Statement No. 144, “Accounting for the impairment or Disposal of Long-Lived Assets” 7) FASB Statement No. 151, “Inventory Cost” (ARB No.43) 8) FASB Statement No. 154, “Accounting Changes and Error Corrections” 9) FASB Statement No. 157, “Fair Value Measurements” 10) SAB 104, “Revenue recognition and Multiple-Deliverable Revenue Arrangements” 11) SOP 97-2, “Software Revenue Recognition” 12) SOP 98-1,“Accounting for the Costs of Computer Software Developed or Obtained for Internal Use” 13) Staff Position 142-3 (FSP 142-3), “Determination of the Useful Life of Intangible Assets” 14) EITF 07-03, “Accounting for Nonrefundable Advance payments for Goods or Services Received for Use in Future Research and Development Activities” * Drafting financial statements * Review of forecasts and budgets * Preparing/performing Team Planning Events * Peer advisor for new hires * Participation in University Colorado Denver (UCD) recruiting events and interviews Show less