Experience

Burkland

• United States
• Financial Services
• 1 - 100 Employee

• CFO Consultant

  • Oct 2022 - Present

  Burkland gives startups a solid foundation to grow with confidence. We provide the expertise that makes economic sense for all growth stages - ranging from Pre-Seed to Series C. Our on-demand CFOs, accountants, HR, and tax experts give strategic guidance to ease a company’s growing pains and provide financial and operational insight to scale. Burkland serves over 650 startups across the United States. Learn more at - https://burklandassociates.com” Burkland gives startups a solid foundation to grow with confidence. We provide the expertise that makes economic sense for all growth stages - ranging from Pre-Seed to Series C. Our on-demand CFOs, accountants, HR, and tax experts give strategic guidance to ease a company’s growing pains and provide financial and operational insight to scale. Burkland serves over 650 startups across the United States. Learn more at - https://burklandassociates.com”



Kava Labs Inc

• United States
• Blockchain Services
• 1 - 100 Employee

• Finance Advisor

  • May 2023 - Present

• Senior Vice President of Finance

  • May 2021 - May 2023

  •Layer-1 blockchain featuring a developer-optimized co-chain architecture that combines Ethereum and Cosmos •Industry: Blockchain Services, cryptocurrency, software development, lending, finance, DEFI, Swap, Lend, Mint, and KAVA •Company size: 20-50 employees



Viamo

• Canada
• International Trade and Development
• 200 - 300 Employee

• Chief Financial Officer

  • Jun 2020 - May 2021

  • SaaS company offering mobile subscription technology. Specializing in mobile engagement and ICT4D • Industry: International Trade and Development • Company size - 201-500 employees globally with approx. 32 entities worldwide • SaaS company offering mobile subscription technology. Specializing in mobile engagement and ICT4D • Industry: International Trade and Development • Company size - 201-500 employees globally with approx. 32 entities worldwide



Resolve Systems

• United States
• Software Development
• 1 - 100 Employee

• Vice President of Finance

  • Jun 2017 - Apr 2020

  • SaaS company offering enterprise intelligence & automation platform • Industry: Software Development. Specializing in IT Automation, IT Operations, Network Operations, Service Desk Automation, IT Incident Management • Company size: 51-200 employees • SaaS company offering enterprise intelligence & automation platform • Industry: Software Development. Specializing in IT Automation, IT Operations, Network Operations, Service Desk Automation, IT Incident Management • Company size: 51-200 employees



Avetta

• United States
• IT Services and IT Consulting
• 500 - 600 Employee

• Global Controller

  • Dec 2015 - Jun 2017

  • SaaS enterprise software offering supply chain risk management and commercial marketplace platform • Industry: Supply Chain Risk Management, supply chain management, contractor management, large construction projects • Company size: 300-500 employees • SaaS enterprise software offering supply chain risk management and commercial marketplace platform • Industry: Supply Chain Risk Management, supply chain management, contractor management, large construction projects • Company size: 300-500 employees



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Finance Executive/Consultant

  • 2012 - 2015

  * Interim CFO & Corporate Controller during client’s reorganization - Provide corporate management for shared service centers (domestic & foreign), month end close process, consolidations, cash flows, bank reporting and treasury functions. * Lead projects to enhance the reporting and analytical infrastructure * Participate in the development of the company’s long range and mid-term strategic planning process * Project manage all aspects of Operational Excellence - develop initiatives… Show more * Interim CFO & Corporate Controller during client’s reorganization - Provide corporate management for shared service centers (domestic & foreign), month end close process, consolidations, cash flows, bank reporting and treasury functions. * Lead projects to enhance the reporting and analytical infrastructure * Participate in the development of the company’s long range and mid-term strategic planning process * Project manage all aspects of Operational Excellence - develop initiatives related to COGS, Customer Center Call center KPI, T&E, Merchant Fees, Legal, HR, Sales Discounts, etc. * Partner with the management team to provide value-added insight into the business. Prepare reporting packages including comprehensive key performance indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and explanation. * Lead development and maintenance of the underlying 5-year strategic plan models that incorporate the financial impacts of the company’s strategic initiatives * Prepare analysis, commentary and presentation material for Board of Directors meetings, operations reviews, management meetings & financial reviews. Show less * Interim CFO & Corporate Controller during client’s reorganization - Provide corporate management for shared service centers (domestic & foreign), month end close process, consolidations, cash flows, bank reporting and treasury functions. * Lead projects to enhance the reporting and analytical infrastructure * Participate in the development of the company’s long range and mid-term strategic planning process * Project manage all aspects of Operational Excellence - develop initiatives… Show more * Interim CFO & Corporate Controller during client’s reorganization - Provide corporate management for shared service centers (domestic & foreign), month end close process, consolidations, cash flows, bank reporting and treasury functions. * Lead projects to enhance the reporting and analytical infrastructure * Participate in the development of the company’s long range and mid-term strategic planning process * Project manage all aspects of Operational Excellence - develop initiatives related to COGS, Customer Center Call center KPI, T&E, Merchant Fees, Legal, HR, Sales Discounts, etc. * Partner with the management team to provide value-added insight into the business. Prepare reporting packages including comprehensive key performance indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and explanation. * Lead development and maintenance of the underlying 5-year strategic plan models that incorporate the financial impacts of the company’s strategic initiatives * Prepare analysis, commentary and presentation material for Board of Directors meetings, operations reviews, management meetings & financial reviews. Show less



Apria

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Finance Manager

  • 2008 - 2012

  * Develop and monitor the annual budget for the two largest divisions of approx. $900MM revenues and approx. 350 locations and quarterly forecasts in support of the company's strategic objectives. * Develop forecasts and guidance models and that drive towards achieving the goals, in partnership with various functional, corporate and executive teams. * Support product managers by analyzing variances, and identifying price and volume changes by commercial, government payors (Medicare… Show more * Develop and monitor the annual budget for the two largest divisions of approx. $900MM revenues and approx. 350 locations and quarterly forecasts in support of the company's strategic objectives. * Develop forecasts and guidance models and that drive towards achieving the goals, in partnership with various functional, corporate and executive teams. * Support product managers by analyzing variances, and identifying price and volume changes by commercial, government payors (Medicare, Medicaid, VA) or by product lines. *Create in-depth analyses of Capitated contracts; budget and forecast Capitated revenue; analyze variances by separating out utilization versus price increases/decreases. * Develop labor budget for 2 largest Divisions consisting of approx. 2400 employees and 350 locations. * Create detailed business cases and business plans to support corporate initiatives. Analyze financial results to identify deficiencies and recommend action plans to improve operating earnings and cash flow. * Prepare and participate in monthly business reviews and prepare with monthly actual to budget variance analysis. Perform profitability and complex business analysis involving the analysis of financial and operational dashboard. Show less * Develop and monitor the annual budget for the two largest divisions of approx. $900MM revenues and approx. 350 locations and quarterly forecasts in support of the company's strategic objectives. * Develop forecasts and guidance models and that drive towards achieving the goals, in partnership with various functional, corporate and executive teams. * Support product managers by analyzing variances, and identifying price and volume changes by commercial, government payors (Medicare… Show more * Develop and monitor the annual budget for the two largest divisions of approx. $900MM revenues and approx. 350 locations and quarterly forecasts in support of the company's strategic objectives. * Develop forecasts and guidance models and that drive towards achieving the goals, in partnership with various functional, corporate and executive teams. * Support product managers by analyzing variances, and identifying price and volume changes by commercial, government payors (Medicare, Medicaid, VA) or by product lines. *Create in-depth analyses of Capitated contracts; budget and forecast Capitated revenue; analyze variances by separating out utilization versus price increases/decreases. * Develop labor budget for 2 largest Divisions consisting of approx. 2400 employees and 350 locations. * Create detailed business cases and business plans to support corporate initiatives. Analyze financial results to identify deficiencies and recommend action plans to improve operating earnings and cash flow. * Prepare and participate in monthly business reviews and prepare with monthly actual to budget variance analysis. Perform profitability and complex business analysis involving the analysis of financial and operational dashboard. Show less



Tatum by Randstad

• Business Consulting and Services
• 300 - 400 Employee

• Executive Consultant

  • 2007 - 2008

  * Create the Annual Budget model for client consisting of Revenues ($2.1 billion), Cost of Sales, Labor, operating expenses which was used in 7 divisions and for over 500 locations and approx. 10,500 employees * Build detailed business models involving financial and operational data including KPI & KFP. Systems analysis involving the design, execution/project management, maintenance of applications to enhance systems through gathering business requirements, assessing needs, and designing to… Show more * Create the Annual Budget model for client consisting of Revenues ($2.1 billion), Cost of Sales, Labor, operating expenses which was used in 7 divisions and for over 500 locations and approx. 10,500 employees * Build detailed business models involving financial and operational data including KPI & KFP. Systems analysis involving the design, execution/project management, maintenance of applications to enhance systems through gathering business requirements, assessing needs, and designing to improve business efficiency and productivity Show less * Create the Annual Budget model for client consisting of Revenues ($2.1 billion), Cost of Sales, Labor, operating expenses which was used in 7 divisions and for over 500 locations and approx. 10,500 employees * Build detailed business models involving financial and operational data including KPI & KFP. Systems analysis involving the design, execution/project management, maintenance of applications to enhance systems through gathering business requirements, assessing needs, and designing to… Show more * Create the Annual Budget model for client consisting of Revenues ($2.1 billion), Cost of Sales, Labor, operating expenses which was used in 7 divisions and for over 500 locations and approx. 10,500 employees * Build detailed business models involving financial and operational data including KPI & KFP. Systems analysis involving the design, execution/project management, maintenance of applications to enhance systems through gathering business requirements, assessing needs, and designing to improve business efficiency and productivity Show less



Abbott

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Financial Systems Manager

  • 2003 - 2007

  (formally AMO) * Responsible for month end close process for International locations, including consolidation and reporting * Participated as a key team member in the Spain SAP Implementation & global reporting changes * Lead global standardization & harmonization project for the all four regions of the shared services centers (Americas, Asia, Europe, and Australia) * Responsible for maintaining the standard costs, analyzing manufacturing operations, perform month-end & year-end… Show more (formally AMO) * Responsible for month end close process for International locations, including consolidation and reporting * Participated as a key team member in the Spain SAP Implementation & global reporting changes * Lead global standardization & harmonization project for the all four regions of the shared services centers (Americas, Asia, Europe, and Australia) * Responsible for maintaining the standard costs, analyzing manufacturing operations, perform month-end & year-end cost accounting close, analyzing inventory reports and variances. * Oversaw and maintained SAP Global master maintenance functions within FI, CO, MM, PM modules * Lead Global Year End process for updating standard cost, TPA, SD, & PIR records in SAP Responsible for Inventory reporting, analysis, and process flow management * Provide SAP training to AMO employees within accounting as well as other corporate departments Show less (formally AMO) * Responsible for month end close process for International locations, including consolidation and reporting * Participated as a key team member in the Spain SAP Implementation & global reporting changes * Lead global standardization & harmonization project for the all four regions of the shared services centers (Americas, Asia, Europe, and Australia) * Responsible for maintaining the standard costs, analyzing manufacturing operations, perform month-end & year-end… Show more (formally AMO) * Responsible for month end close process for International locations, including consolidation and reporting * Participated as a key team member in the Spain SAP Implementation & global reporting changes * Lead global standardization & harmonization project for the all four regions of the shared services centers (Americas, Asia, Europe, and Australia) * Responsible for maintaining the standard costs, analyzing manufacturing operations, perform month-end & year-end cost accounting close, analyzing inventory reports and variances. * Oversaw and maintained SAP Global master maintenance functions within FI, CO, MM, PM modules * Lead Global Year End process for updating standard cost, TPA, SD, & PIR records in SAP Responsible for Inventory reporting, analysis, and process flow management * Provide SAP training to AMO employees within accounting as well as other corporate departments Show less



Cosmi Corporation

• Software Development
• 1 - 100 Employee

• Corporate Controller

  • Oct 2000 - 2003

  * Oversee all accounting functions including monthly close process and financial reporting * Coordinate and analyze all financial aspects of the budget process and strategic plan * Provide corporate oversight and manage General Accounting, Accounts Payable, Accounts Receivable, Payroll, Purchasing and HR department. * Develop procedures and process improvements * Reconcile and analyze financial statements for foreign subsidiary, including inter-company balances, foreign exchange… Show more * Oversee all accounting functions including monthly close process and financial reporting * Coordinate and analyze all financial aspects of the budget process and strategic plan * Provide corporate oversight and manage General Accounting, Accounts Payable, Accounts Receivable, Payroll, Purchasing and HR department. * Develop procedures and process improvements * Reconcile and analyze financial statements for foreign subsidiary, including inter-company balances, foreign exchange gains/losses, and royalties * Prepare and review income tax returns for members of the Board of Directors. * Coordinate Annual Audit. Prepare and review audit entries. * Work with each department to facilitate the maximization of SAP Reporting in Manufacturing, Accounting and Purchasing * Lead all SAP configuration and implementation projects related to FI and CO modules Show less * Oversee all accounting functions including monthly close process and financial reporting * Coordinate and analyze all financial aspects of the budget process and strategic plan * Provide corporate oversight and manage General Accounting, Accounts Payable, Accounts Receivable, Payroll, Purchasing and HR department. * Develop procedures and process improvements * Reconcile and analyze financial statements for foreign subsidiary, including inter-company balances, foreign exchange… Show more * Oversee all accounting functions including monthly close process and financial reporting * Coordinate and analyze all financial aspects of the budget process and strategic plan * Provide corporate oversight and manage General Accounting, Accounts Payable, Accounts Receivable, Payroll, Purchasing and HR department. * Develop procedures and process improvements * Reconcile and analyze financial statements for foreign subsidiary, including inter-company balances, foreign exchange gains/losses, and royalties * Prepare and review income tax returns for members of the Board of Directors. * Coordinate Annual Audit. Prepare and review audit entries. * Work with each department to facilitate the maximization of SAP Reporting in Manufacturing, Accounting and Purchasing * Lead all SAP configuration and implementation projects related to FI and CO modules Show less



Conexant

• United States
• Semiconductors
• 300 - 400 Employee

• International Accounting Manager

  • 1997 - 2000

  * Responsible for the monthly close process for all foreign entities (approx. 30 locations worldwide) and provide corporate oversight to all international locations * Reconcile and analyze financial statements for all foreign entities, including inter/intra-company balances, hedging and foreign exchange gains/losses * Specializing in appropriate accounting treatment for foreign currency translation under FAS 52 and derivative instruments and hedging activities under FAS 133. * Process… Show more * Responsible for the monthly close process for all foreign entities (approx. 30 locations worldwide) and provide corporate oversight to all international locations * Reconcile and analyze financial statements for all foreign entities, including inter/intra-company balances, hedging and foreign exchange gains/losses * Specializing in appropriate accounting treatment for foreign currency translation under FAS 52 and derivative instruments and hedging activities under FAS 133. * Process foreign currency revaluation/remeasurement. Analyze & reconcile translation differences * Maintain SAP chart of accounts, exchange rates, inter/intra-company customer accounts, cost centers for all foreign entities * Evaluate system requirements to implement SAP for newly acquired and non SAP entities * Participate in the legal consolidations project for the SAP module. Reconcile trading partners and conversion differences from Hyperion to SAP * Participate in global tax restructure by evaluating & developing requirements for foreign entities * Responsible for international acquisitions: accounting, systems, & training. Show less * Responsible for the monthly close process for all foreign entities (approx. 30 locations worldwide) and provide corporate oversight to all international locations * Reconcile and analyze financial statements for all foreign entities, including inter/intra-company balances, hedging and foreign exchange gains/losses * Specializing in appropriate accounting treatment for foreign currency translation under FAS 52 and derivative instruments and hedging activities under FAS 133. * Process… Show more * Responsible for the monthly close process for all foreign entities (approx. 30 locations worldwide) and provide corporate oversight to all international locations * Reconcile and analyze financial statements for all foreign entities, including inter/intra-company balances, hedging and foreign exchange gains/losses * Specializing in appropriate accounting treatment for foreign currency translation under FAS 52 and derivative instruments and hedging activities under FAS 133. * Process foreign currency revaluation/remeasurement. Analyze & reconcile translation differences * Maintain SAP chart of accounts, exchange rates, inter/intra-company customer accounts, cost centers for all foreign entities * Evaluate system requirements to implement SAP for newly acquired and non SAP entities * Participate in the legal consolidations project for the SAP module. Reconcile trading partners and conversion differences from Hyperion to SAP * Participate in global tax restructure by evaluating & developing requirements for foreign entities * Responsible for international acquisitions: accounting, systems, & training. Show less