Jul 2014 – Feb 2019 · 4 yrs 7 mos · San Francisco Bay Area

• Direct all global accounting functions including revenue, tax, and treasury as well as global facilities
• Grew accounting team from 4 to 15 supporting company headcount growth from 180 to 550 and 10X revenue growth
• Supported the closing of $88M series D and $15M venture debt financings
• Hired and manage international accounting team in Bristol U.K.
• Implemented new accounting system
• Shortened financial close and board reporting cycle by 25 days
• Transitioned to big 4 audit firm
• Oversee ASC 606 implementation, international banking conversion, tax operating model restructuring/IP relocation, and purchase requisition process/system

Jun 2012 – Mar 2014 · 1 yr 9 mos · San Francisco Bay Area

• Served as a member of executive management team, providing insight on key strategic decisions, reporting to the CEO
• Led financial discussions in $40 million equity round completed at more than 2x the prior round
• Negotiated and closed bank line of credit
• Provided regular financial reporting and analysis of results to the Company and board of directors; developed, measured, and maintained key financial metrics; set and maintained annual financial goals and communicated them to the organization
• Directed all financial operations, including accounting, F P & A, treasury, tax and corporate insurance
• Served as a key leader in running the day-to-day infrastructure, including HR and facilities management
• Ensured efficient and effective controls and oversaw the annual audit

Apr 2007 – May 2012 · 5 yrs 1 mo · San Francisco Bay Area

• Global Order to Cash Cycle process owner, including technical revenue accounting, order management and accounts receivable as well as sales commissions
• Directed investment managers in management of $300 million investment portfolio, revised investment policy as conditions warranted
• Led global Order to Cash process and system improvements to scale to support a $1 billion organization
• Present key revenue, deferred revenue and accounts receivable results and initiatives to Audit Committee on a quarterly basis
• Constructed the revenue accounting function and implemented related revenue policies in preparation for S-1 filing
• Developed revenue and related disclosures for the Company’s public filings
• Provided analysis of various revenue, deferred revenue and accounts receivable metrics in support of quarterly earnings calls and analyst meetings
• Led team in implementing EITF 08-01 and integrating three acquisitions in the same quarter
• Provided ongoing transaction structuring guidance to legal and sales teams

Aug 2001 – Apr 2007 · 5 yrs 8 mos · San Francisco Bay Area

• Global process owner for Order to Cash activities covering Revenue Accounting & Assurance, Accounts Receivable and Sales Commissions.
• Developed and implemented Order to Cash policy, process, and system improvements supporting substantial revenue growth from $700 million in 2001 to over $5 billion.
• Contributed to revenue and related disclosures in SEC filings
• Led 115 person US and international team located in seven countries.
• Drove process and systems strategy to improve efficiency and strengthen internal controls while balancing customer needs.
• Global accountability for the revenue recognition process including contracting compliance and technical revenue accounting review.

Jan 1999 – Jul 2001 · 2 yrs 6 mos · San Francisco Bay Area

• Prepared, analyzed and presented revenue forecast to executive management.
• Communicated strategic business dynamics to securities analysts and investors to ensure accurate firm valuation.
• Developed revenue model and related disclosures for Company’s S-1 filing with the SEC.
• Ensured adherence to SOP 97-2 and SAB 104 requirements in revenue recognition process.
• Advised executive management and investor relations director in developing quarterly earnings release.
• Modeled and analyzed revenue projections for large multi-year, multi-element transactions.
• Developed, monitored and assessed financial and non-financial business drivers used to determine strategic focus.
• Led implementation of PeopleSoft Accounts Receivable, Billing, and Project Accounting systems.

Mar 1997 – Dec 1998 · 1 yr 9 mos · San Francisco Bay Area

• Coordinated and performed financial and strategic analyses on over $120 million in acquisition and divestiture transactions.
• Conducted the Company’s first competitive analysis and developed the resulting strategic plan.
• Led a corporate re-positioning effort that resulted in annual cost savings of $2.5 million.
• Directed the management of an $80 million investment portfolio.
• Formalized daily cash management operations that increased investment income by 10%.
• Provided a financial perspective to operational and strategic initiatives as an essential member of the executive management team reporting to the chief financial and chief executive officers

Jan 1992 – Mar 1997 · 5 yrs 2 mos · Dallas/Fort Worth Area

• Provided direction and set policy during accounting process re-design which improved efficiency and increased customer satisfaction by implementing an integrated Lawson financial system, an automated expense report process, an on-line purchase requisition system, and electronic financial report distribution.
• Managed all aspects of the accounting function, which included general ledger, financial reporting, corporate budgeting, accounts payable, accounts receivable, payroll and fixed assets.
• Prepared quarterly and annual SEC filings including 10Q and 10K for publicly traded subsidiary.
• Monitored accounting policies and procedures to ensure proper internal controls were maintained

Jan 1989 – Dec 1991 · 2 yrs 11 mos · Dallas/Fort Worth Area

• Supervised audits of financial, manufacturing, and distribution firms that included both public and private companies.
• Assisted clients in the preparation of business plans and financial analyses for financing presentations.
• Managed a $50 million real estate portfolio for the Resolution Trust Corporation