Lucas Marcum, CPA

Operations Associate

San Francisco, California, United States7 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Experienced in technical accounting and equity reporting.
Strong background in financial disclosures and internal controls.
Proven problem-solving skills in financial environments.

Stackforce AI infers this person is a Financial Accounting and Audit professional with expertise in Technical Accounting and Equity Reporting.

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Skills

Core Skills

AuditFinancial AccountingTechnical AccountingEquity Reporting

Other Skills

SOX 404AccrualsInternal ControlsAccountingMicrosoft OfficeMicrosoft PowerPointMicrosoft ExcelProblem SolvingEquity ExperienceSEC Financial ReportingQuarterly stock based compensationCapitalized software processFinancial disclosuresEquity related GL activityMonthly cost of revenue accruals

Experience

7 yrs 8 mos

Total Experience

2 yrs 6 mos

Average Tenure

3 yrs 8 mos

Current Experience

Ey

3 roles

Assurance Manager

Aug 2023 – Present · 2 yrs 9 mos

SOX 404Financial AccountingAuditAccrualsInternal ControlsAccounting+6

Assurance Senior

Sep 2022 – Aug 2023 · 11 mos

Assurance Senior

Sep 2018 – Aug 2021 · 2 yrs 11 mos · San Francisco Bay Area

Cloudflare

Technical Accountant

Aug 2021 – Sep 2022 · 1 yr 1 mo · San Francisco, California, United States

Quarterly stock based compensation / equity reporting (statement of stockholders equity, earnings per share, and other required disclosures).
Scoping, planning, and execution of capitalized software process on quarterly basis and related financial disclosures
Equity related GL activity (option exercises, RSU releases, stock modifications, ESPP, and SBC expense)
Monthly cost of revenue accruals
Ad hoc assistance with technical accounting matters and research (accounting memo updates, research guidance, etc.)

Quarterly stock based compensationEquity reportingCapitalized software processFinancial disclosuresEquity related GL activityMonthly cost of revenue accruals+4