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Work Background
Final BellDirector of Corp. Accounting
Oct. 2023 - Feb. 2025Van Nuys, CA
4Front VenturesAccounting Director
May. 2022 - Jul. 2023
Loudpack, Inc.Controller
Dec. 2019 - May. 2022• Partnered with the CDTFA for payment plans on over $20M in liabilities, successfully securing waivers on nearly $4M in penalties while preserving excellent agency relations
• Executed cleanup and correction of a full year's GL transactions in revenue, cash and liability accounts for multiple entities to deliver accurate financial statements
• Prepared and managed cash flow with precise collections forecasting and vendor payment plans by partnering with various departments to implement streamlined A/R policies & processes
• Led project management for Finance-related implementations of Sage X3 and WURK, oversaw data imports, intercompany mapping setup for 20 entities and 40+ bank accounts, and created financial statement templates and customized reports
• Led internal and external audits, including Financial, Worker's Compensation, 401k, and IRS 8300
• Crafted due diligence schedules and requests for M&A transactions
• Devised month-end close calendars, processes, and templates for account reconciliations
• Prepared and reviewed financial statements and reconciliation schedules
• Calculated, prepared, and filed excise and cultivation taxes alongside developed systems for regulation compliance
• Guided, trained, and mentored a finance team of 10 staff members in A/R, Cash Office, A/P,
Payroll, and General Accounting
Consultant - AccountingAccountant
Dec. 2014• Full charge accounting for multiple companies of various sizes and industries
• Prepare schedules and audit documents per auditors' PBC list, and coordinate with auditors in the areas of financial, worker’s compensation, IRS and state sales tax audits
• Coordinate with various departments and implement accounting SOPs, Policies and Procedures and Employee Handbooks for better internal controls
• Work closely with systems implementation and internal teams to customize and implement accounting systems
• Review, prepare and analyze financial statements, review with business owners / officers and provided guidance for better practice and profitability
• Review and clean up accounting systems for multiple entities to produce accurate financial statements for each entity’s set of books
• Work with IT and Product Managers on various software to customize and update processes to increase efficiency and audit preparedness
• Prepare cashflow statements and projections, weekly revenue flash reports for multiple entities, weekly cash collections and monthly commissions calculations
• Review, prepare and file cannabis excise taxes and various state sales taxes
• Hire, train and manage accounting and office staff members
• Train owners and staff on multiple software platforms used within their industry
• Set up and prepare payroll • Prepare and/or oversee preparation of year-end documents including, but not limited to Form 1099s, W2s, city tax filings and business tax license renewals
HotChalk, Inc.Manager, Revenue & Receivables
Sep. 2013 - Jan. 2015Campbell, CA• Set up new processes and controls for Revenue Recognition for multiple partner universities, programs and students
• Implemented new Revenue Recognition software (RevStream), to set up each partner university and program with appropriate revenue schedules for over 20,000 students
• Operated closely with Financial Aid, Student Services and Admissions departments to ensure compliance with each partner university’s enrollment and admissions policies
• Worked closely with partner universities to generate new policies and procedures as needed. Implement said policies internally
• Managed Accounts Receivable and Collections staff, organized and maintained weekly schedule for multiple deadlines
ParAccel, an Actian CompanyAssistant Controller
Feb. 2011 - Sep. 2013Campbell, CA• In charge of full accounting cycle in all functions including A/P, A/R, GL, Fixed Assets, Payroll, Cash Management and month-end close
• Prepared financial statements, budget vs. actual analysis, and quarterly financial reports for the Controller and private investors
• Coordinated and managed annual financial audits with no material audit adjustments as a result of well-organized accounting practice and fully prepared audit schedules prior to fieldwork
• Prepared audit requests and schedules
• Effectively managed cash flow while maintaining good vendor relations during fund-raising activities
• Implemented ADP for in-house payroll processing and Expense Wire for expense reporting • Reduced month-end close cycle from 10-15 days to 5 days
• Developed a New Hire process, working closely with HR and IT • Designed and maintained efficient revenue schedules for each existing customer contract for monthly revenue recognition, support renewal billings, deferred and recognized revenue reconciliation
• Established a comprehensive data room for all contracts, Finance and HR files for both day-to-day use and in preparation for due diligence activities
• Transitioned accounting transactions from QuickBooks to Intacct post-acquisition by Actian
NCR CorporationController, Entertainment Division
Mar. 2010 - Jan. 2011Campbell, CA• Led the transition of the accounting function from a Houston office accounting staff of 8, to Campbell office staff of 4, combining the Entertainment Division accounting into one location with no staff increase • Transitioned all accounting activities from QuickBooks to NetSuite post-acquisition by NCR
• Managed revenue sharing reporting requirements to over 400 partners
• Effectively managed and maintained a smooth month-end close processes during a significant staff reduction from acquisition and office closure
• Prepared Sarbanes-Oxley documentation for Revenue, Fixed Assets and Inventory Accounting for internal controls testing
• Managed monthly financial close process • Trained a staff of 3 new accountants in Atlanta, including the Division Controller, of all my duties prior to exiting the company while simultaneously performing daily and month-end close tasks
NCR CorporationAssistant Controller, Entertainment Division
Dec. 2009 - Mar. 2010Campbell, CA• Managed annual external audits that concluded under the engagement timeframe as a result of efficient month-end close process • Set up processes for sales and property tax registrations, managed completion of approximately 1,300 sales and property tax returns annually
• Created and implemented accounting policies and procedures including inventory valuation, revenue reconciliation from credit card transactions to cash, and month-end close process
• Collaborated with IT and Engineering to design and execute reporting requirements from kiosks database that was used in monthly close, tax return preparation and revenue share reporting
• Hired and trained accounting staff
• Developed and maintained all schedules used for annual audit and routine close process
• Designed and prepared weekly and monthly cash flow reports for CEO and CFO
DVDPlay, Inc.Assistant Controller
Jul. 2009 - Dec. 2009
DVDPlay, Inc.Accounting Manager
Mar. 2008 - Jul. 2009Campbell, CA
DVDPlay, Inc.Sr. Staff Accountant
Jan. 2007 - Feb. 2008Campbell, CA• Prepared journal entries, GL account reconciliations, built account reconciliation schedules and fixed assets register, reviewed A/P entries, prepared check runs
SIMCO ElectronicsGL Accountant
Oct. 2006 - Jan. 2007Sunnyvale, CA• Performed account reconciliations, budget vs. actual analysis, financial statements review, preparation of journal entries, and maintained daily cash activities and bank reports. • Reviewed costing, mark-up and revenue coding for customer billings, and A/P batches for coding and tax accrual accuracy
Celerity, Inc.Treasury Analyst
Mar. 2000 - Sep. 2006Milpitas, CATreasury Analyst (2 years)
• Performed cash management duties such as cash forecasts consolidation, wire transfer preparation, overseeing daily cash receipts and cash disbursements for 7 domestic sites
• Prepared weekly and monthly bank compliance requirements • Assisted in managing financial, bank, and state tax audits • Set up and implemented merchant card accounts for all domestic sites Corporate Accountant (2.5 years)
• Prepared monthly corporate reporting package and account reconciliations
• Reviewed and analyzed domestic and international sites’ monthly reporting package
• Implemented and trained all users in networked version of fixed assets system for all sites • Trained sites’ accounting groups during Oracle system implementation in GL, AR, AP and OM • Set up cash management system in Oracle for disbursement and payroll account reconciliations
• Assisted in creating and enforcing CapEx and Fixed Assets policies
• Developed and enforced desk procedures and manuals for training and standardization purposes
• Helped prepare documents for Sarbanes-Oxley compliance Collections / Accounts Receivable (1.5 years)
• Employed aggressive collection efforts that increased cash flow, resolved past due accounts, and decreased bad debt risk while maintaining great customer relationships
• Implemented and enforced revenue recognition policy company-wide that reduced audit adjustments and collection risks
• Led weekly revenue forecast meetings with project managers and sales department, keeping revenue and cash forecasts up-to-date Accounts Payable Specialist (5 months)
• Successful clean-up of A/P’s uninvoiced receipts through extensive research
• Processed all AP trade and non-trade invoices
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