PH Design, contract manufacturer, CA Resume

SUMMARY:

Hands - on financial professional with extensive controllership and public accounting experience. Strong SEC reporting experience, including XBRL, SOX design and testing and utilization of reporting tools such as WebFilings and Cognos. Extensive technical accounting experience, including foreign currency, acquisitions, ASU 2016-02 Lease Accounting, ASC 606 revenue recognition, equity accounting and preparation of technical accounting memos. Strong M&A experience, including due diligence. Extensive month-end close experience, including reporting, budgeting, cash management, hiring and mentoring of staff and building accounting departments from the ground-up.

TECHNICAL SKILLS:

System implementations and use of the following tools: MS Office, including Excel, Project and PowerPoint, QuickBooks, Great Plains, MS Dynamics, Oracle, SAP, Sage, PeopleSoft, WebFilings, Cognos/FSR, Hyperion, MAS 200, Solomon, FAS, Equity Edge, OptionEase, OpTrack, Solium, CapMx

PROFESSIONAL EXPERIENCE:

Confidential

PH Design, contract manufacturer, CA

Responsibilities:

Preparation of financial statements and of related tax returns for two Orange County construction companies, including application of the new SSARS standard

Confidential, San Francisco, CA

Responsibilities:

Preparation of S-1 and consolidated financial statements and audit PBC schedules for Big 4 firm
Instructor for various continuing education courses, including the new lease accounting and revenue recognition standards

Confidential, Irvine, CA

Controller

Responsibilities:

Hands-on management of the monthly close, internal and external Confidential utilizing QuickBooks, consolidations, intercompany and acquisition accounting, Supervision of a staff of four.
Software revenue recognition, capitalization of internally-developed software, cash, treasury and payroll management, insurance, account reconciliations. Implemented Management Services Agreement and direct liaison with billing group for reporting, revenue recognition and collections
Direct liaison with outside tax and auditing firms, including preparation of PBC schedules and financial statements. Successfully prepared company for its initial audit

Confidential, Los Angeles, CA

Responsibilities:

Hands-on stock compensation expense and balance sheet and consolidation analysis utilizing Oracle and Discoverer software
Acting Controller, netFactor Corporation, Greenwood Village, CO-- Hands-on management of the monthly close, software revenue recognition, receivables, collections, billing, payables account reconciliations, utilizing QuickBooks Online and preparation of Board presentations
Blythe Global Advisors--Pre-IPO preparation project, including account reconciliations utilizing QuickBooks and analysis, and preparation of financial statement and S-1 disclosures and technical accounting memos and direct liaison with outside auditors. Extensive hands-on review and computation of stock compensation expense utilizing OptionEase and OpTrack software

Controller

Confidential, Denver, CO

Responsibilities:

Preparation of SEC filings, including 10-K, 10-Q, Proxy filings, MD&A, XBRL and 8-K
Extensive technical accounting research and liaison with external auditors for quarterly and annual reporting, including preparation of audit schedules
Hands-on management of the monthly and quarterly close, including account reconciliations

Senior Technical Accounting Manager

Confidential, Boulder, CO

Responsibilities:

Responsible for proper software revenue recognition in accordance with ASC 605, including review of contracts and liaison with sales and marketing to determine proper treatment
Technical accounting research, including implementation of ASU 2009-14, stock compensation, goodwill and asset impairment, acquisition and foreign currency accounting

Manager

Confidential, Niwot, CO

Responsibilities:

Preparation of SEC filings, including 10-K, 10-Q, Proxy filings, MD&A and 8-K
Preparation of monthly consolidation and foreign currency cash flow statement

Corporate Controller

Confidential, Los Angeles, CA

Responsibilities:

Hands-on management of the monthly close and a staff of six direct reports
Successful due-diligence and post-merger integration of acquisition

Manager

Confidential, Denver, CO

Responsibilities:

Preparation and presentation of audit findings and recommendations to managers, executives, Chief Audit Executive, Audit Committee and outside auditors
Sarbanes-Oxley testing, walkthroughs and evaluation of deficiencies and reporting on the effectiveness of SOX processes and controls and recommendations of improvements

Corporate Controller

Confidential, Denver, CO

Responsibilities:

Preparation of MD&A, 10-K, 10-Q and 8-K and coordination of annual audit
Due Diligence and post-merger integration for reverse merger transaction

Corporate Controller

Confidential, Denver, CO

Responsibilities:

Preparation of S-1 public offering documents and coordination with external auditors
Successful implementation of MAS 200 and Equity Edge software applications

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