Shannon Little
Stony Point,NC
Summary
Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with a good understanding of business principles, project management, and team leadership. Collaborative with a relentless work ethic.
Overview
24
24
years of professional experience
Work History
Head of Accounting & Finance/CFO Candidate
SNTNL, LLC (Canopy Security)
09.2023 - Current
- Led and managed accounting and finance teams to create processes for newly created startup
- Work with outside teams, parents (2 Fortune 500 companies), legal, CPA firms on annual certified audit, 409A valuation, entity creation and M&A activity
- Led team in annual external certified audit resulting in UNQUALIFIED opinion for first year of operations
- Key member of executive team in decision making around business models, revenue structures and corporate strategies
- Led finance team to build and implement functioning budgets and forecasts
- Working with parents (2 Fortune 500 companies) around strategy, growth and M&A activity
- Maintained accounting guidelines and trained internal staff on the guidelines to ensure financials are accurate
- Helped Director of Ops in building fulfillment process with external DC to integrate with NetSuite
- Implemented new HR/Payroll system for US, UK and Canadian entities.
Controller/Head of Finance
ABT Consulting LLC
05.2013 - Current
- Managed finance teams with startups and well-seasoned companies with ARR of up to $150 mil, to ensure that reported financials are accurate, reliable and will hold up under audit
- Managed multiple global entities accounting/finance activities
- Work with outside teams, investors, legal, CPA firms on diligence projects around fund raising and M&A
- Assist executive team in decision making around business models and revenue structures
- Build and implement functioning budgets and forecasts
- Update and maintain financial models created by C-level teams
- Assist with fundraising process, including maintaining CapTable, tracking Convertible Debt and accrued interest; conversions
- Assist companies in establishing processes and procedures in order to maintain proper accounting structure
- Maintained accounting guidelines and trained client staff on the guidelines to ensure financials are accurate
- Assisted clients with M&A; reviewed financials of potential entities and provided guidance to management teams
- Oversee work of lower level accounting staff
- Clean up client books from inception; adjust books to prior year tax returns; reconcile payroll in books to external payroll system
- Daily, Weekly & Monthly bookkeeping for a variety of clients including E-comm, Real Estate, Legal, Tech, Medical and Restaurant industries.
Controller/Head of Accounting
Tompkins Square Advisors
12.2019 - 09.2023
- Managed finance teams with startups and well-seasoned companies with ARR of up to $150 mil, to ensure that reported financials are accurate, reliable and will hold up under audit
- Work with outside teams, investors, legal, CPA firms on diligence projects around fund raising and M&A
- Assist executive team in decision making around business models and revenue structures
- Build and implement functioning budgets and forecasts
- Update and maintain financial models created by C-level teams
- Assist with fundraising process, including maintaining CapTable, tracking Convertible Debt and accrued interest; conversions
- Assist companies in establishing processes and procedures in order to maintain proper accounting structure
- Maintained accounting guidelines and trained client staff on the guidelines to ensure financials are accurate
- Assisted clients with M&A; reviewed financials of potential entities and provided guidance to management teams
- Oversee work of lower level accounting staff
- Clean up client books from inception; adjust books to prior year tax returns; reconcile payroll in books to external payroll system.
Remote Controller/Remote Lead
Kruze Consulting, Inc.
05.2018 - 12.2019
- Managed 35 startup client accounts through monthly, quarterly and annual close process including providing monthly financial packets, working with client boards throughout the fundraising process from Series Seed – Series B, assisting with internal audits
- Established relationships with clients to ensure every aspect of their financial needs were met, including analyzing SaaS metrics, diligence work, working with team in regards to acquisitions and venture debt
- Developed revenue recognition schedules for multi-million dollar SaaS companies to ensure that financials present an accurate picture for potential investors
- Oversaw the work of team of 10 staff/senior staff accountants; provided training to staff to accelerate their movement up the corporate ladder
- Helped set up processes for effective remote working as the team grew from 1 to 12.
Accountant
The Salvation Army
06.2012 - 05.2013
- Daily, Weekly & Monthly bookkeeping
- Prepare annual budget proposals for grant requests
- Prepare and participate in annual internal audit.
Senior Accountant
Norris, Stewart & Ralston, PA
12.2010 - 06.2012
- Prepared financial statements, corporate, individual, partnership, quarterly and annual payroll tax returns
- Specialized in Construction and Real Estate industy; researched tax issues.
Income Tax Consultant
Jefferson Wells
08.2008 - 08.2009
- Implemented TaxStream software for multiple clients
- Prepared quarterly and year-end provisions using TaxStream
- Prepared multi-state and Federal income tax returns using CCH Prosystems and Workpaper Manager.
Intermediate Financial Analyst
Bank of America Corporation
09.2006 - 08.2008
- Responsible for tax planning for approx
- 30 BofA companies
- Assist in research and analysis for mergers and acquisitions
- Prepare multi-state income and franchise returns
- Responsible for analyzing and tracking $9 Billion Bad Debts Reserve for all BofA companies
- Possess advanced knowledge of TaxExchange, Insight, and CorpTax.
Senior Tax Accountant
Lowe’s Companies, Inc
07.2004 - 09.2006
- Managed individual handling credits and incentives process
- Formulated new processes for compliance season
- Trained new staff members on software and internal processes
- Utilized CorpTax Software for preparing returns, estimates, extensions and state planning
- Research on international, federal, state and local tax issues using BNA, CCH, RIA, and other applicable internet websites
- Working knowledge of Excel, Access, Word, PeopleSoft GL.
Staff Accountant
Norris, Stewart & Ralston, PA
02.2000 - 10.2003
- Prepared financial statements, corporate, individual, partnership, quarterly and annual payroll tax returns
- Managed clients; specialized in Construction industry; researched tax issues.
Education
CFO Program - CFO Program
Columbia University School of Business
New York, NY08.2024
Bachelor of Arts - Accounting
Lenoir-Rhyne College
Hickory, NC08.2001
Associates of Arts - Accounting
Catawba Valley Community College
Hickory, NC05.1999
Skills
- Regulatory Compliance Knowledge
- Strategic Financial Planning
- Cash Flow Management
- Financial Policy Formulation
- Mergers and Acquisitions Experience
- Budgeting and Forecasting
- Financial Analysis Expertise
- Financial Process Improvement
- Corporate Leadership
Career Overview
- 3 years of career progression into Head of Accounting & Finance into CFO Candidate
- 20 years of progressive career beginning as a bookkeeper to Controller
- 10 years of working 100% remotely
- Time split between NC/NYC
- Extensive knowledge of GAAP basis Financial, Compliance, and Tax, VAT
- Managed clients in SaaS, Restaurant, Real Estate, Construction, Legal, Medical and Service industries
Software
NetSuite, QuickBooks Desktop, QuickBooks Online, Intacct, Ramp, Rippling, ADP, Brex, Shopify, Amazon Merchant, Avalara, Webgility, Carta, Yardi, Salesforce, Freshbooks, Wave, DropBox, Google Drive, Paypal, Xero, HubDoc, Expensify, Box, Stripe, Harvest, Tallie, Bill.com, Gusto, Zenefits, JustWorks, Xero, TriNet, Sequoia One, Abacus, Microsoft Dynamics GP, TaxStream, CCH ProSystems, TaxExchange, Insight, CorpTax, all Microsoft Office modules
Timeline
Head of Accounting & Finance/CFO Candidate
SNTNL, LLC (Canopy Security)
09.2023 - Current
Controller/Head of Accounting
Tompkins Square Advisors
12.2019 - 09.2023
Remote Controller/Remote Lead
Kruze Consulting, Inc.
05.2018 - 12.2019
Controller/Head of Finance
ABT Consulting LLC
05.2013 - Current
Accountant
The Salvation Army
06.2012 - 05.2013
Senior Accountant
Norris, Stewart & Ralston, PA
12.2010 - 06.2012
Income Tax Consultant
Jefferson Wells
08.2008 - 08.2009
Intermediate Financial Analyst
Bank of America Corporation
09.2006 - 08.2008
Senior Tax Accountant
Lowe’s Companies, Inc
07.2004 - 09.2006
Staff Accountant
Norris, Stewart & Ralston, PA
02.2000 - 10.2003
CFO Program - CFO Program
Columbia University School of Business
Bachelor of Arts - Accounting
Lenoir-Rhyne College
Associates of Arts - Accounting
Catawba Valley Community College
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