• Developed a remediation plan with the buy-in of senior leadership and external auditors to revamp their entire internal control environment, to ensure that collectively the company's Process Narratives, Risk Assessment and Scoping Process, and Internal Controls provide sufficient assurance.

• Performed Month-end close process procedures including: Journal entries and supporting documentation for accruals, bank transactions, operational as well as M&A transactions; Balance sheet reconciliations, including CTA reasonableness & tax roll-forward procedures; and EBT and EBITA quarterly forecasts with variance analysis.
• Responsible for the execution of a complex post-deal accounting plan, which included hundreds of restricted account steps, which I needed to propose the accounting entries and gain approval from as well as managing communication across cross-functional teams including Tax, Legal, Treasury, and Accounting leaders.
• Assisted client separate into two publicly traded entities, to facilitate a structural re-organization. Facilitated the accounting to move entities in each country of operations, and provide funding for the acquisition and settlement of existing inter-company loans and balances, while limiting tax realizations.

• Partnered with the VP of Internal Audit, to oversee the team of Internal Auditors with the internal SOX testing of a newly acquired operating company as well as the company's ongoing corporate controls.
• Led large meetings with the financial controllers and accounting managers of the subsidiaries to communicate the results of our testing and derive remediation plans.
• Assisted with the facilitation of external control testing by liaising with external auditors.
• Performed and documented Management's assessment of SOC 1 reports, under a tight deadline.

• Designed and executed a finance integration plan, for two newly acquired companies.
• Through my extensive experience completing month-end closes, I worked with the existing management team to develop and enhance the month-end close process, which included, Month-end checklists, account reconciliations, and responsibility allocations.
• Applied my technical accounting knowledge of ASC 606 (Rev Rec), to address a gap in the Revenue Recognition process to align with US GAAP.
• Established first-time workbooks, for new reporting requirements following the acquisition, which included FP&A Forecasts, capitalization of commissions, and dividend tracking schedules.

• Partnered with accounting leadership to identify automation opportunities to increase the speed and effectiveness of month-end close.
• Utilized my technical knowledge of ASC 326 (CECL), ASC 842 (Leasing), and Internal control to prepare accounting memos evaluating guidance and documenting the company's interpretation and positions applied to ensure the Alteryx automations were compliant with US GAAP and Internal Controls Standards.

• Performed Technical Accounting Research under ASC 718, on the treatment of highly complex CEO/Founder stock options. Prepared Technical Accounting Memorandum, working papers to track the options, and worked with third party valuators to determine the FMV.
• Enhanced the Accounting Environment of this Pre-IPO company, by managing technical accounting matters raised by external auditors, which included a comprehensive review of ASC 606 for a segment of revenue.

• Preparation and presentation of a portfolio of insurance entities' monthly financial statements and day-to day accounting operations in accordance of US GAAP.
• Ensure regulatory compliance with local and international regulators.
• Liaise with numerous third parties such as legal counsel, banks, investment managers, tax advisors, corporate secretaries, actuaries, and regulatory bodies to drive corporate objectives.

• In charge of the planning and execution of audit engagements of large and medium-sized financial services and operating entities of US-based companies under tight deadlines.
• Ensured audit testing and financial statement review were as efficient as possible while meeting all regulatory requirements, accounting standards (US GAAP & IFRS), listed entity reporting, and taxation requirements.
• Liaise with third parties such as insurance managers, banks, investment managers, corporate secretaries, actuaries, and regulatory bodies.