Experience

SOAProjects, Inc.

• Accounting
• 1 - 100 Employee

• Director

  • Jan 2022 - Present

• Senior Manager

  • Apr 2018 - Jan 2023

  RevenueConsulted for start-ups and well-established technology-based clients in industries such as IoT (“Internet of things”), SAAS (“Subscription as a service”), and license and support services. Worked cross-functionally between different business departments to develop a comprehensive revenue recognition policy, including SSP analysis. Implemented various accounting processes and systems in many different areas of the revenue cycle. Reviewed contracts and prepared checklist waterfalls, including allocating contract value to multiple elements in the arrangement. Created system reporting packages for management to record journal entries or run analysis. Assisted with month-end and quarter-end close activities. Effectively communicated and managed requests from external auditors.Other Accounting AreasResearched and articulated solutions to accounting matters by writing detailed memorandums and prepared excel supporting analysis that explained the proper US GAAP treatment. Memos completed include the proper accounting for convertible preferred share, warrants, Stock-based compensation, other complex financial instruments, and, business combinations. Show less

• Manager

  • Sep 2014 - Apr 2018

  IPO ReadinessConsulted for a client in the technology industry by being involved with their IPO readiness. Specifically aided in the development of an S-1 filing by drafting their financial statements to be SEC-compliant. Assisted clients from start to finish in the process of a confidential S-1 filing. Worked with many stakeholders including, investment bankers, auditors, lawyers, and the internal finance team. Audit ReadinessPrepared working papers required for financial statement audits. Improved or implemented processes to obtain appropriate support for the audit working papers. Leveraged past experiences as an auditor to ensure working papers were sufficient, reliable, and in line with the auditor requirements. Interacted and communicated effectively with the external auditors. Show less



KPMG Canada

• Canada
• Financial Services
• 700 & Above Employee

• Senior Accountant

  • Jan 2013 - Sep 2014

  Engagement Planning - Involved in researching client's industry and business to understand their unique industry-specific accounting issues. Key person involved in developing budgets and designing the audit approach. Engagement Management - Duties included monitoring the progress of each file, ensuring communication with the Partner and client was responsive. Applied technical knowledge of IFRS to resolve client issues. Developed analytical models as well as future cash flow models to determine if the valuation of assets is reasonable. Engagement Completion – Took ownership of both electronic and external audit files. For small clients prepared complete financial statements, related notes, and reports. Reported and presented engagement outcomes to the partner and client. Show less



Grant Thornton LLP (Canada)

• Canada
• Accounting
• 700 & Above Employee

• Accountant

  • Sep 2010 - Aug 2012



Grant Thornton LLP (Canada)

• Canada
• Accounting
• 700 & Above Employee

• Co-op Accountant

  • Jan 2009 - Apr 2009



Grant Thornton LLP (Canada)

• Canada
• Accounting
• 700 & Above Employee

• Co-op Accountant

  • Jan 2008 - Apr 2008