Functional Skills
Budgeting
Accounting
Technical Accounting
Commercial Due Diligence
Process Improvements
Forecasting / Projections
Software Skills
Netsuite
PowerBI
Sage Intacct
Dynamics 365
Quickbooks
Tableau
Alteryx
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Technology
Fortune 500
Experience
Embark
Management Consulting
SVP
7/2021 - Present
Technical Accounting & Financial Reporting
Revenue recognition (ASC 606), lease accounting (ASC 842), purchase accounting, carve-outs, restatements, and SEC filings.
CFO Advisory & FP&A Support
Budgeting, forecasting, KPI dashboards, strategic finance, and financial modeling.
Operational Accounting & Close Acceleration
Month-end close optimization, reconciliations, process improvement, and accounting team augmentation.
M&A, IPO Readiness & Transaction Support
Due diligence, integration, pro forma financials, and public company readiness.
Systems & Technology Implementation
NetSuite, ERP optimization, and finance tech stack consulting.
Revenue recognition (ASC 606), lease accounting (ASC 842), purchase accounting, carve-outs, restatements, and SEC filings.
CFO Advisory & FP&A Support
Budgeting, forecasting, KPI dashboards, strategic finance, and financial modeling.
Operational Accounting & Close Acceleration
Month-end close optimization, reconciliations, process improvement, and accounting team augmentation.
M&A, IPO Readiness & Transaction Support
Due diligence, integration, pro forma financials, and public company readiness.
Systems & Technology Implementation
NetSuite, ERP optimization, and finance tech stack consulting.
Robert Half International
Finance
Division Director
2/2017 - 10/2022
Director of Finance/Accounting