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Work Background
Bridgepoint ConsultingConsultant
May. 2022Austin, Texas, United StatesBridgepoint Consulting, an Addison Group Company, is a leading management consulting firm
providing advisory services that help organizations optimize financial operations and technology
utilization while mitigating risks. Whether a company needs assistance with strategy, process
improvement, technology or regulatory compliance—or simply has resource gaps, our team of
professionals deliver measurable results. Learn more at www.bridgepointconsulting.com.
Cambridge Spa GroupVice President, Accounting and Finance
May. 2020 - Apr. 2022Austin, Texas, United States
360training.comController
Feb. 2019 - Mar. 2020Austin, Texas• Design and maintain a system of accounting policies and procedures all in accordance with US GAAP
• Oversee the implementation of ASC 606 revenue recognition guidelines • Implement Avalara sales tax automation software to ensure sales and use tax compliance • Implement new accounting system (Intacct) and leverage connector to Salesforce.com to create billing, commission and revenue sharing reporting
• Collaborate and partner with multiple stakeholders including Customer Support/Operations, HR, and Sales regarding actual vs. budget performance and explanation of variances
• Issue complete consolidated financial statements for all 360 entities (domestic and international) including intercompany accounting reconciliation, and other related transactions.
• Develop and mentor members of the accounting team • Lead the annual audit process for 360training’s consolidated holdings producing an unqualified audit opinion with no audit adjustments
• Ensure compliance with all foreign statutory accounting and other regulatory requirements
9Gauge Partners, LLCManager
Mar. 2018 - Feb. 2019Austin, Texas Area• Assess current client processes (domestic and multinational) for efficiency, compliance and adequate controls, then propose, document, and implement process improvements
• Help clients improve forecasts, reporting, and new processes and procedures that scale with their growth plans
• Work with client staff and fellow consultants on various cross-departmental projects
• External audit coordination, preparation of schedules for tax accountants, and involvement in due diligence
• Complete GAAP compliant monthly reporting packages and executive communication on project updates • Provide comprehensive monthly analysis of business results, finance and operating metrics, relative to prior accounting periods
• Implement QuickBooks, NetSuite, and Intacct for clients and manage chart of accounts and class structure
eBayGlobal Seller Risk Management
May. 2016 - Mar. 2018Austin, Texas AreaDevelop and manage strategies associated to eBay's global funds availability and hold programs Provide expertise and input to build out seller risk technology policies and processes. Implement risk-based collateral strategies and review policies and processes to protect buyers and the Marketplace from seller performance or business failure defects and losses. Liaise with Operations Management, Sales, and Marketing globally. Work with Platform and Product teams to develop business requirements for Marketplaces risk product & vendor projects. Ensure all related platforms, risk policies and processes are in compliance with applicable rules and regulations Partner with Loss Forecasting team and Finance to estimate and forecast recent and future losses.
Hyundai Capital AmericaDirector Financial Planning Analysis & Strategy
Nov. 2013 - Dec. 2015Irvine, CaliforniaDrive change by developing, implementing, and managing strategies related to Remarketing. Also responsible for development and management of budget/staffing as well as analytics for Remarketing & Lease End Operations.
Hyundai Capital AmericaManager Financial Planning Analysis
Jan. 2012 - Dec. 2013-Act as a business and strategic advisor to the Team Leader and assist with all matters related to setting operational and financial performance goals, performance monitoring and evaluation -Play a key role in the design and continuous evolution of the company’s performance measurement and management system (e.g. departmental KPI system and scorecards, external bench marking at corporate and functional level) -Lead the development, implementation, reporting and management of annual departmental performance management plans, ensuring organizational alignment around corporate strategies and operating plans and a fair and transparent performance evaluation process -Manage key corporate communications and events around performance monitoring and management (e.g. executive management presentations to internal and external audiences, regular committee meetings, semi-annual corporate performance reviews and so on) -Lead or assist in the financial evaluation of new products, projects or initiatives -Provide exemplary leadership to the finance staff
Huddler.comController
Jan. 2011 - Dec. 2012San Francisco Bay Area• Manage annual and quarterly budgeting, forecasting and performance to plan variance analysis • Responsible for the day to day accounting functions including timely and accurate recording of all financial transactions and system reconciliations
• Manage the organization’s stock option plan administration
• Develop financial policies and procedures, including implementation and maintenance of SOX compliance
• Review sales contracts and business agreements for proper revenue recognition and treatment under GAAP
• Handle trademark registration, sales tax, and other state registrations or other filings based on the business need. • Manage interactions with external auditor, tax preparer, valuation firm, and insurance brokers.
• Lead processing of all incoming revenue and outgoing expenses. • Provide sound leadership in complying with financial and legal requirements
QuinStreetBusiness Unit Controller
Jan. 2010 - Dec. 2011• Provide metrics and analysis that help manage and guide the business to improved operational and financial performance
• Ownership of the business unit P&L working alongside the GM's to drive recommendations as well as represent the GM's and business unit on P&L matters • Provide analysis and feedback to Internal and External Audit Teams to ensure SOX compliance for the business unit • Monthly profitability analysis and variance reporting (performance vs. budget)
• Preparation and presentation of financial results at weekly, monthly, and quarterly management meetings
• Support the operations and business unit strategic planning process • Manage DSO Risk for the business unit
• Manage contract management process and team
• Interface with Legal to review all business unit contracts and ensure that the terms and conditions are in alignment with the business unit goals and that revenue recognition is in accordance with 08-1 FASB revenue recognition rules
• Implementation of processes to ensure effectiveness and efficiency in the overall operations of the business unit
• Provide monthly close support
Monster Worldwide IncSenior Financial Analyst
Jan. 2008 - Dec. 2010Analyze financial position by maintaining and enhancing current forecast models
Provide actual financial results versus budget/forecast, with variance analysis and commentary
Prepare weekly, monthly , and quarterly revenue and expense reporting to help upper management drive growth Provide support to the sales, product and marketing teams by interpreting and conveying financial information in an analytical manner which supports business planning
Ensuring that expense are appropriately allocated and accepted by business units and a clear ownership for achievement is defined
Sony Electronics IncStaff Financial Analyst
Jan. 2008 - Dec. 2008Interface with all levels of management and am actively involved in developing, maintaining, and supporting financial reports
Apply knowledge of GAAP to analyze, review, and report on business activities and financial results
Manage and coordinate month-end accounting close including the preparation and processing of journal entries and account reconciliation
Prepare actual vs. budget variance analyses in addition to the preparation of financial reports that satisfy both division and/or corporate management
Sony Electronics IncCredit Analyst
Jan. 2006 - Dec. 2008Manage monthly Account Receivable portfolio which includes resellers, corporate end users, and distributors
Negotiate security with new and existing accounts
Prepare monthly reports for senior management detailing the top credit risks within my portfolio
Analyzing financial statements for determination of credit lines
Investigating and analyzing credit risks
The Walt Disney CompanySenior Credit Analyst
Jan. 2002 - Dec. 2006Monitor receipt of financial information for Buena Vista company accounts
Negotiate various distributor and retail accounts to participate in Buena Vista settlements
Identify and resolve operational and logistic issues for Buena Vista company accounts. Negotiate security on new and existing accounts
Prepare month end reports detailing account issues and possible resolutions to senior management
Underwrite and prepare quarterly credit recommendations on distributor and retail accounts
Provide analysis and forecasts to Buena Vista Home Entertainment Sales to achieve sales and performance goals
Manage, motivate, praise and counsel report to's
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