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Work Background
WeDriveUAccounts Payable Manager
Jan. 2024 - Oct. 2025San Francisco, CA» Process improvements and policy and procedure development during M&A activity.
» Led three direct reports and a team of six, including 7,500 invoices per month for 18 locations, a fleet of 2,500 vehicles, and over $150M in annual payables.
» Collaborate on Tipalti AP, Expense Report, Amex and NetSuite implementations.
» Recognized inefficiencies, key stakeholders, and created an AP strategy to deliver immediate results, including a 3-day close.
WeDriveUAccounts Payable Supervisor
Aug. 2023 - Jan. 2024San Francisco Bay Area
Determine (formerly Selectica, Inc.)Executive Assistant to Office of CEO/HR Manager/Office Manager
Nov. 2013 - Aug. 2015San Francisco Bay Area» Served as an executive assistant and gatekeeper to COB, CEO, COO, CFO, and other Executive Members, providing calendar, event, international travel, legal, and building management. » Orchestrated diverse events, including BOD Meetings, executive off-sites, customer appreciation, employee team building, and an annual sales kickoff » Collaborated with General Counsel on lawsuits, mergers and acquisitions, and employment and immigration matters; proofed, corrected, and verified facts for court motions » Managed building maintenance, space planning, leasehold improvements, motivational decor, office supplies, and vendor relationships » Built teams and boosted morale via hands-on management, events, and strong rapport with team members Key Accomplishments: » Received numerous awards for performance excellence » Increased employee engagement, development, and awareness by masterminding the design, development, and delivery of an employee self-service intra-company website for HR and Corporate Operations, along with an internal corporate communication program » Crafted the HR department from scratch and had implemented policies, procedures, a comprehensive employee onboarding program, benefits coordination, recruiting, and full ADP Payroll implementation
Determine (formerly Selectica, Inc.)Staff Accountant/AP Manager
Jun. 2010 - Nov. 2013San Francisco Bay AreaFully leveraged highly motivated, innovative, and extensive experience with workflow analysis, project management of system implementation (financial software, automated T & E, automated invoice approval, and imaging). Provided direct support to the CFO during audits, board meetings, and various ad hoc projects. » As a master of policy and procedure development, reduced headcount with the use of emerging accounting technologies, including management of multiple implementations of Concur, NetSuite, and ADP » Handled prepaid, fixed asset, and monthly accruals, financial reporting, and analytics » Administered corporate American Express program, T&E management, and bank reconciliation » Created and conducted management and employee training Key Accomplishments: » Created process for single-day, month-end closing, resulting in significant savings in audit expenses » Established accounting benchmarks » Transformed the accounting department operations from a series of completely manual, disconnected, and labor-intensive processes into an automated, paperless juggernaut that easily adjusted to high growth, M&A activity, and expansion into the global market
Xactly CorporationAP Accountant
Jul. 2008 - Aug. 2009Managed full-cycle AP. ACH, wires, and check runs. Beta customer for Workday implementation. Royalties/commissions. Key Accomplishment: Converted AP to a paperless environment while increasing productivity and reducing corporate carbon footprint.
N A Ward ConsultingPrincipal/Consultant
Dec. 2002 - Aug. 2023Redwood City, CA» Provided management and consulting expertise in Payables and Accounting within high-tech, mortgage banking, retail, manufacturing, and professional services industries. » Honed expertise in identifying opportunities to increase revenue, reduce operating costs, and improve profit contributions » Developed and delivered efficiency-enhancing business processes and systems » Gained extensive experience in training, development, and empowerment of management and support teams.
LoanCityAP Manager
Dec. 2002 - Apr. 2007Full-cyle AP Management. Recruit and train AP Specialists. 1099 reporting. Employee expense report processing. Weekly pay runs. Key Accomplishments: Developed and implemented Single Day Close Process and reduced Audit expense.
Implemented AP Invoice and HR Dept. Imaging System. Crossed-trained to provide vacation relief for the department.
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