Senior Director, Finance and Accounting

• May 2023 - Present

Director of Finance

• May 2022 - Mar 2023

Controller

• Mar 2020 - May 2022

Director, Accounting

• Jan 2019 - Feb 2020

Manage the monthly financial statement close process, general ledger, intercompany accounting, and consolidation for multiple business units. Prepare financial statement and department level budget vs. actual reports and provide comprehensive financial updates to senior management. Ensure compliance with U.S. GAAP and other relevant tax jurisdictions. Institute best practices that leverage system capabilities and reduce manual errors. Coach, mentor, and empower the accounting team for sustained and self-reliant performance and achievement of department and company goals. Key Contributions:• System implementation of Oracle Fusion purchasing module• System implementation of Expensify (employee expense reporting)• ASC 842 position paper• Spearheading the development of a company-wide Women's Initiative Show less

Senior Manager, Accounting

• Jul 2016 - Dec 2018

Accounting Manager

• Jan 2016 - Jul 2016

Managed the day-to-day accounting operations, financial statement preparation, and month-end close process for 13 entities both domestic and international. Assisted in the transition of the company's headquarters from Toronto to Seattle. Managed foreign currency accounting and transfer pricing agreements. Managed payroll. Provided GAAP guidance related to ASC 606 to prepare for the implementation of new revenue recognition standards. Managed the day-to-day accounting operations, financial statement preparation, and month-end close process for 13 entities both domestic and international. Assisted in the transition of the company's headquarters from Toronto to Seattle. Managed foreign currency accounting and transfer pricing agreements. Managed payroll. Provided GAAP guidance related to ASC 606 to prepare for the implementation of new revenue recognition standards.

Accounting Manager

• Jul 2014 - Jan 2016

Responsible for all areas of the accounting function for a fast growing international SaaS start-up. Served as the company's in-house CPA and financial expert, with an emphasis on GAAP compliance and internal controls. Managed, hired, and mentored accounting staff. Managed the month-end close process and financial statement preparation. Presented financial results to executives. Managed and prepared state tax returns with a focus on Washington B&O and sales and use tax. Worked closely with outside auditors and tax accountants both domestic and international. Assisted in the preparation of due diligence packets for potential investors. Key Contributions: • System implementation of Nexonia (employee expense reporting) • Converted company financials to the accrual basis of accounting • System implementation of Sage Intacct Show less

Program Accounting Manager

• Oct 2013 - Jul 2014

Responsible for ensuring the project accounting process was done according to established accounting standards and company procedures. Managed all accounting for the company's channel marketing program, with an emphasis on AR and AP management, cash reconciliations, and financial reporting and analysis. Responsible for ensuring the project accounting process was done according to established accounting standards and company procedures. Managed all accounting for the company's channel marketing program, with an emphasis on AR and AP management, cash reconciliations, and financial reporting and analysis.

Controller (Independent Consultant)

• Mar 2012 - Oct 2013

Provided financial consulting and tax services for small businesses throughout Montana. Provided financial consulting and tax services for small businesses throughout Montana.

Audit Supervisor

• Jun 2011 - Mar 2012

Planned and supervised audit engagements. Entity Types: non-profits | professional services | construction | state colleges and universities | local governments Planned and supervised audit engagements. Entity Types: non-profits | professional services | construction | state colleges and universities | local governments

Fund Accountant IV

• Oct 2010 - Jun 2011

Responsible for providing support to University departments to ensure accurate and complete accounting records in compliance with State guidelines and Governmental Accounting Standards Board (GASB) principles. Assisted in the preparation of the Comprehensive Annual Financial Report (CAFR). Provided fiscal analysis of facilities and administrative cost rates. Trained staff on fiscal policies and procedures. Responsible for providing support to University departments to ensure accurate and complete accounting records in compliance with State guidelines and Governmental Accounting Standards Board (GASB) principles. Assisted in the preparation of the Comprehensive Annual Financial Report (CAFR). Provided fiscal analysis of facilities and administrative cost rates. Trained staff on fiscal policies and procedures.

Audit Senior

• Oct 2009 - Oct 2010

Supervised, planned, and executed audit engagements and prepared corporate tax returns. Key Contributions: • Restructured audit department procedures and documentation to ensure compliance with new audit risk assessment standards. Increased engagement realization rates by approximately twenty percent. Entity Types: healthcare | non-profits | employee benefit plans | professional services Supervised, planned, and executed audit engagements and prepared corporate tax returns. Key Contributions: • Restructured audit department procedures and documentation to ensure compliance with new audit risk assessment standards. Increased engagement realization rates by approximately twenty percent. Entity Types: healthcare | non-profits | employee benefit plans | professional services

Audit Senior

• Jan 2005 - Oct 2009

Served as in-charge and key staff for audits and reviews and prepared corporate tax returns. Key Contributions: • IRS form 990 in-house expert • DCAA contract audit in-house expert • Assisted in the implementation of new audit risk assessment standards Entity Types: construction contractors | manufacturers | non-profits | healthcare | employee benefit plans | local governments | professional services Served as in-charge and key staff for audits and reviews and prepared corporate tax returns. Key Contributions: • IRS form 990 in-house expert • DCAA contract audit in-house expert • Assisted in the implementation of new audit risk assessment standards Entity Types: construction contractors | manufacturers | non-profits | healthcare | employee benefit plans | local governments | professional services