Experience

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  F45 Training

  • Austin, Texas, United States

  • Senior Vice President and Global Controller

    • Jul 2023 - Present
    • Austin, Texas, United States

    Hired to bring the company into SEC compliance, manage and oversee all accounting and tax functions and drive a multi-year strategy of finance transformation. • Restated the 2021 SEC 10K, filed the 2022 10K and 2023 10Q’s to bring the company back into SEC compliance.• Developed and executed remediation plans for material weaknesses.• Oversaw and managed multiple audits to meet both regulatory and statutory requirements.• Managed the company through the delisting of the company stock and taking the company private.• Started the process of developing strong and effective accounting policies and procedures by driving consistency and efficiency in processes.• Effectively rebuilt the accounting function by hiring 5 open positions and restructuring the organization.• Managed the company through changes in accounting for ASC 606 and implementing 842 by clearly defining requirements and effective change management to support business evolution.

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  Dell Technologies

  • Vice President Internal Audit - SOX Corporate Governance

    • Jun 2018 - Present

    Spearheading SOX compliance for the organization, I report to the Chief Audit Executive. Delivering outstanding financial risk management, leveraging robust governance, identification, and mitigation of risk plus alignment of strategy with wider corporate objectives. I advise Business and Accounting colleagues on optimum financial and accounting controls, risk strategy and protocols. Maintaining the COSO Framework, I ensure adequate internal controls are integrated into work processes. I lowered redundant controls by 40% with the establishment of a global SOX infrastructure plus the overhaul of 302 and 304 regulatory protocols and redefined the SOX framework, putting greater reliance on data analysis, automation, and real-time risk management. I am a member of the company’s SEC Disclosure Review Committee, led by Chief Accounting Officer.

  • Vice President - International Accounting and Global Accounting Shared Services

    • Feb 2011 - May 2018

    Expat to Bratislava center of excellence. Headed Global Accounting Shared Services plus the international and regulatory accounting functions for EMEA and APJC regions. Overseeing all global accounting activities, I consolidated the function across three sites in Bangalore, Bratislava, and Penang. Collaborating on the development of accounting policies and protocols, I provided technical accounting guidance that enabled informed decision making. I controlled US GAAP, SEC reporting, statutory and international accounting efforts across the APJ and EMEA divisions. Liaising with tax and finance organizations, I ensured best practice was employed throughout contractual arrangements and that local regulations were adhered to. I successfully cut 40,000 in labor hours and the headcount by 20% by coordinating the consolidation of DELL and EMC global shared services and international accounting functions. I was a key member of the EMEA Executive Leadership Council and Finance Site Leader at Global Business Center in Bratislava, Slovakia. I served on multiple Boards of Directors for various international legal entities.

  • Executive Director-Americas Accounting

    • Jan 2010 - Feb 2011

    Oversaw accounting operations for $30B segment that spanned US, Canada, and North Latin America. • Responsibilities included US GAAP accounting and SEC segment reporting.• Worked with various finance functions to ensure appropriate accounting treatment of revenue recognition and other technical accounting requirements.

  • Dell Financial Services - Chief Accounting Officer (CAO) & Dell SOX Corporate Governance

    • Oct 2005 - Jan 2010

    Executive Director, Accounting, October 2005- January 2010Managed the following distinct responsibilities;Dell Financial Services (DFS) Chief Accounting OfficerManaged all accounting functions and SEC reporting for the segment. including $4B in financing receivables of consumer revolving and commercial lease and loan products and multiple asset-backed securitizations. • Worked with finance and legal on pricing and contractual arrangements.• Coordinated external audits, key point-of-contact for resolving issues and disclosures, and managed DFS Disclosure Review Committee that ensured SEC, FDIC and regulatory compliance.• Part of leadership team responsible for $306M joint venture buyout making DFS a wholly owned subsidiary. Was specifically involved in negotiations, business valuation, and recording of transaction.SOX Corporate GovernanceResponsible for all aspects of Dell’s SOX reporting requirements. • Developed Enterprise Risk Management structure, oversaw risk management processes, and served as member of Executive Disclosure Review Committee that handled all SEC filings.• Managed team to redesigned Sarbanes Oxley regulatory 302 and 404 processes.• Enhanced quality and effectiveness of financial reporting internal controls for SOX compliance. • Saved $14M+ annually in consulting fees by bringing SOX governance in-house.• Helped to establish a global SOX framework that reduced redundancies by 40% while maintaining appropriate risk tolerance.Finance Systems Controls Group & Global Information SolutionsManaged global team across 2 critical organizations and 20 financial systems. Ensured quality and validation of all financial and accounting processes and data including monthly, quarterly, and annual closings for GL. Responsible for key financial systems, including Oracle General Ledger, and the system close processes.• Increased quality and efficiency of finance and accounts data and systems to save 40K+ labor hours and reduce headcount by 20%.

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  Novogradac & Company LLP

  • Austin, Texas Area

  • Senior Manager

    • Jan 2004 - Sep 2005
    • Austin, Texas Area

    Senior Manager for audits, consulting, and tax engagements. Specialized in low-income housing tax credits. Assured compliance with federal and state regulations.

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  Delphi

  • Austin, Texas Area

  • Chief Accounting Officer

    • Mar 2002 - Jan 2004
    • Austin, Texas Area

    Real estate development & consulting firm specializing in financial structuring, due diligence, development & syndication of affordable housing; recruited by partnership to manage all accounting and tax functions. Heavily involved in due diligence of acquisitions during growth of partnership from 4 multi-housing properties to more than 15.

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  Ernst & Young

  • Austin, Texas Area

  • Audit Manager

    • Jan 1993 - Mar 2002
    • Austin, Texas Area

    Oversaw audits of private, not for profit and public companies. Advised and reviewed client SEC and regulatory filings. Performed a number of client IPO’s. Served as technical software revenue consultant analyzing, training, and assuring proper revenue accounting.• Successfully managed engagement of a $7B oil and gas joint venture.• Handled $157M public debt offering and SEC filings for large software firm.• Oversaw SEC regulatory compliance of several high-tech IPO offerings.