with progressive experience leading financial, accounting, and operations teams for domestic and international companies.
evaluate merger opportunities and identify risks in potential transactions through due diligence activities
with experience implementing ASC 606
Partner with +8 senior executive leaders, including C-suite by providing guidance on strategic projects, process optimization, and long-term planning to achieve their financial targets, including $440M revenue and $220M gross margin targets across all revenue channels
Own P&L through all cycles of planning, forecasting and reporting
Generate monthly and quarterly executive reviews by consolidating actuals and finalizing rolling forecasts using Hyperion ESSBASE and SQL Databases to highlight variances, risks, and opportunities
Evaluated all customer contracts to identify potential concerns for ASC 606
Partnered cross-functionally with teams such as Sales, Product, Operations, Accounting, Legal, Tax, and more to evaluate risks and opportunities in potential transactions
Lead a cross-functional team to evaluate, select, and implement SAP Concur for Expense and AP automation
Own P&L through all cycles of planning, forecasting and reporting
Collaborated directly with the Owner and analyzed 5 years financial data to create a build out 3 year seasonal budget, and cashflow forecast from a straight-line budget.
Created a new lean Chart of Accounts in QuickBooks online, and created all necessary journal entries for opening balances
Analyzed all insurance policies and employee benefits and proposed amendments to agents/brokers, saving $150k annually
Created all financial statements, Balance Sheet, Income Statement, Owner Equity
Collaborated directly with Co-Manufacturers to improve inventory controls to reduce a $250M variance to $1,500 in one year
Reduced close from 20 days to 3 days by implementing a low-cost JIRA close software, and finding efficient measures
Evaluated all customer contracts to identify potential concerns for ASC 606, found errors, applied GAAP. Increased subscription revenue 250%