Over 15+ years of combined public accounting and industry experience. Experience includes external reporting, technical accounting, financial operations management. Proficient in QuickBooks, SAP, QAD, NetSuite, SQL, SAP concur, ADP, Carta, Equity Edge, Salesforce. An effective, motivating leader who can manage multi-tasks in time-pressed working environment and possesses team building ability and critical-thinking skills.
Overview
16
16
years of professional experience
Work History
Assistant Controller
RefleXion Medical, Inc
01.2020 - 02.2022
Oversee accounting functions including close, procurement and payment, financial reporting, product costing, treasury, payroll, equity and 409A valuation, tax filings
Report to CFO and work closely with CFO on financing, budget and forecast, corporate insurance coverage and policies
Own quarterly audit committee board meeting presentation package
Own monthly financial reporting package
Researched and drafted accounting memos including debt financing, lease adoption, pre-launch inventory, asset retirement obligation, and revenue recognition
Drafted and implemented company policies including procurement, travel & entertainment, concur and corporate credit card, sales commission/bonus, overhead cost and allocation
Implemented QAD inventory/product costing, Order-to-Cash, and QAD upgrade within one quarter timeframe for commercialization readiness
Implemented auto-payment.
Assistant Controller
RefleXion Medical, Inc
01.2019 - 01.2020
Oversee accounting functions including close, procurement and payment, financial reporting, product costing, treasury, payroll, equity and 409A valuation, tax filings
Report to CFO and work closely with CFO on financing, budget and forecast, corporate insurance coverage and policies
Own quarterly audit committee board meeting presentation package
Own monthly financial reporting package
Researched and drafted accounting memos including debt financing, lease adoption, pre-launch inventory, asset retirement obligation, and revenue recognition
Drafted and implemented company policies including procurement, travel & entertainment, concur and corporate credit card, sales commission/bonus, overhead cost and allocation
Implemented QAD inventory/product costing, Order-to-Cash, and QAD upgrade within one quarter timeframe for commercialization readiness
Implemented auto-payment.
Director of Accounting
Universal Health Services (“UHS”), Prominence Health Insurance Plan
Developed and established accounting policies & procedures and internal controls
Improved accounting process
Developed & mentored staff
Provided and presented financial results and variance & trend analysis monthly
Led projects including AP automation, IT financial reporting projects
Participated in and collaborated with cross-functional projects
Modified/revamped financial reporting package to provide strategic financial decisions.
Corporate Accounting Manager
Coupa Software (“COUP”)
01.2016 - 01.2017
Managed and oversaw the daily operations of the accounting department
Managed month-end, quarter-end, and year-end closes
Established accounting policies and procedures
Researched current accounting pronouncements
Assisted with external audits
Developed and trained staff
Prepared financial statements and drafted 10Q/10K schedules and footnote disclosure.
Corporate Consolidation Accounting Manager
The International Game Technology (“IGT”)
01.2012 - 01.2016
Supported 20+ international subsidiaries and reviewed financial statements to ensure in accordance with US GAAP and IFRS
Provided the accounting training and guidance to the foreign subsidiaries’ staff
Developed and mentored four direct reports
Prepared/reviewed entries related to the external debt and investment, foreign currency hedging program and interest rate swap, revenue recognition, inter-company profit elimination, transfer pricing, capital contribution & distribution, dividends, and treasury stock repurchases
Prepared 10Q/10K consolidated cash flow statements including 65 global entities and footnote disclosures and presented cash flow results and flux analysis to senior management
Prepared financial information for SEC quarterly & annual reports, and footnotes included in these reports
Participated in cross-functional projects including acquisitions and deconsolidation
Conducted technical accounting research and drafted the accounting guidance which were applicable to IGT.
Audit Senior Lead
The University of Vermont
01.2010 - 01.2011
Planned and executed various audits (Operational and Compliance) and investigations
Established COSO framework for various departments.
Tax/Audit Consultant
Gallagher Flynn & Company
01.2008 - 01.2010
Prepared and reviewed tax filings including individual, C and S corporation, partnership and foreign entities
Prepared and reviewed tax provision
Calculated foreign tax credits and R&D credits
Performed financial audits and provided consulting services relating to design & implementation of internal controls and financial statement preparation.
Audit Senior Assistant
Deloitte & Touche, AERS
01.2006 - 01.2008
Performed financial audits for publicly traded companies and privately held entities ranging from technology, software, manufacturing, and health care
Performed internal control testing (Sarbanes Oxley) for public companies
Performed quarterly reviews and employee benefit plan audits.
Education
Master of Accounting (MAcc) -
The University of Oregon
01.2006
Timeline
Assistant Controller
RefleXion Medical, Inc
01.2020 - 02.2022
Assistant Controller
RefleXion Medical, Inc
01.2019 - 01.2020
Director of Accounting
Universal Health Services (“UHS”), Prominence Health Insurance Plan