DOUGLAS MARSHALL
Novato
Summary
Seasoned finance leader with over 15 years of experience and a proven ability to lead highly effective finance teams. Strong analytical and problem-solving skills, with a passion for transforming financial operations through automation and continuous process improvement. Expertise in Oracle NetSuite, US GAAP technical accounting, SaaS revenue recognition, and overseeing successful Big 4 audits.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Head of Finance
Evernote Corporation
01.2023 - 09.2025
- Led global accounting operations for a $100M+ revenue business, spanning 10+ subsidiaries and 300+ employees worldwide.
- Owned the monthly, quarterly, and annual close with a disciplined 5–7 business-day timeline, delivering accurate, audit-ready consolidated financial statements. Implemented new accounting software (FloQast) that accelerated close timelines by 25%.
- Led the design and implementation of U.S. GAAP technical accounting policies, including revenue recognition (ASC 606), stock based compensation (ASC 718), income taxes (ASC 740), business combinations (ASC 805), expense allocations, intercompany and consolidations.
- Served as primary ERP (NetSuite) administrator, overseeing system configuration, chart of accounts, reporting, internal controls, and close optimization.
- Managed and developed the accounting team (5 direct reports; leadership influence across 10–15 finance staff), strengthening execution, accountability, and review rigor.
- Selected and engaged external auditors (including Big 4) and led all audit activities internally, driving clean audits with strong internal controls and documentation, proactive engagement on complex accounting matters, and disciplined issue resolution.
- Supported M&A and post-merger integration following Evernote acquisition by Bending Spoons (2023), aligning accounting policies, reporting, and systems.
Associate Manager
The Siegfried Group, LLP
05.2014 - 03.2018
- Provided interim assistance to finance organizations during critical times of need. Responsibilities included technical accounting research and application, financial reporting and analysis, budgeting and forecasting, system implementation and optimizations, internal auditing, acquisition or divestiture support and special project implementation.
Financial Planning & Analysis
Abbott Laboratories, Inc.
12.2012 - 04.2014
- Supported forecasting and annual planning for a business unit with $300M+ revenues across six product lines.
- Performed monthly, quarterly and annual P&L variance analyses.
- Established and monitored key performance indicators through collaboration with management and departmental leaders.
Senior Advisory Consultant
EY LLP (Transaction Advisory)
07.2010 - 11.2012
- Conducted equity valuation analysis for financial accounting, tax and pre-deal advisory objectives.
- Performed preliminary and formal purchase price allocation (PPA) analyses to give an indicative range of value for identified intangible assets and goodwill for business combinations in accordance with ASC 805.
- Adopted valuation techniques using market, cost, and income approaches to assign value to identified intangible assets including customer relationships, customer lists, order backlog, patents, assembled workforce, etc., within the manufacturing, financial services, and retail sectors.
- Supported the calculations of customer relationships and trade name intangible assets with approximate values of USD$8.6b and USD$1.4b, respectively, for a major Japanese financial institution. Worked with key management personnel to develop assumptions around revenue growth, customer attrition rates, projected margins, contributory asset charges, etc.
- Gathered financial data and subject company information through direct interactions with client personnel and EY audit and tax personnel. Performed in-depth client, industry, market research for comparable subject companies using Capital IQ and Bloomberg.
Senior Auditor
Ernst & Young LLP (Audit)
09.2006 - 06.2010
- Led comprehensive U.S. GAAP financial statement audits for private and public entities across multiple industries.
- Managed multiple concurrent audits, effectively prioritizing tasks to meet deadlines without compromising quality.
- Mentored junior audit staff, enhancing team knowledge and performance through targeted training sessions.
- Established strong client relationships, resulting in improved communication and trust throughout audit engagements.
Education
Bachelor of Science - CPA Accounting
New York University
New York, NY01.2006
Skills
US GAAP Expertise, Consolidated Financial Statement Preparation, Month-End Close, Cash Flow Management, Staff Management, Account Reconciliations, Audit Management, Tax Support, System Implementations
Certification
Certified Public Accountant (New York State)
Timeline
Head of Finance
Evernote Corporation
01.2023 - 09.2025
Associate Manager
The Siegfried Group, LLP
05.2014 - 03.2018
Financial Planning & Analysis
Abbott Laboratories, Inc.
12.2012 - 04.2014
Senior Advisory Consultant
EY LLP (Transaction Advisory)
07.2010 - 11.2012
Senior Auditor
Ernst & Young LLP (Audit)
09.2006 - 06.2010
Bachelor of Science - CPA Accounting
New York University