Functional Skills
Wealth Management
Budgeting
Accounts Receivable
Accounting
Financial Modeling
Technical Accounting
Strategic Planning
HR System Implementation
Leadership Development
Accounting Software Implementation
Operations Management
Finance Transformation
Process Improvements
Forecasting / Projections
Software Skills
Microsoft Word
Salesforce
SAP CRM
Microsoft PowerPoint
Microsoft Excel
Netsuite
Sector Experience
Business Services
Financial Services
Technology
Experience
Imprivata, Inc.
Finance
Senior Manager Revenue Accounting
4/2023 - Present
Key contributor in company's revenue recognition process. Reviews all customer facing transactions to ensure the accurate reporting of revenue in accordance with ASC606 and US GAAP ($450m annual revenue). Manages revenue operations for order to cash high transaction volume process for company including bookings, invoicing, revenue recognition, Accounts Receivable and collections. Involved in deal reviews, creating key controls, audit support and manages a team of 6 accounting professionals. Major responsibilities include:
• Revenue Recognition – review of all customer transactions to ensure technical compliance with ASC 606 & revenue policies.
• Internal Controls – establishment of accounting and reporting internal controls for ASC 606 revenue recognition.
• Revenue Operations – order to cash, project accounting, invoicing, A/R, collections and revenue financial reporting.
• Responsible for revenue close, reporting and lead for annual audit.
● • Accomplishments include: ✓ Streamli
• Revenue Recognition – review of all customer transactions to ensure technical compliance with ASC 606 & revenue policies.
• Internal Controls – establishment of accounting and reporting internal controls for ASC 606 revenue recognition.
• Revenue Operations – order to cash, project accounting, invoicing, A/R, collections and revenue financial reporting.
• Responsible for revenue close, reporting and lead for annual audit.
● • Accomplishments include: ✓ Streamli
VOLANTE TECHNOLOGIES
Finance
Senior Director of Revenue
3/2022 - 3/2023
Responsible for revenue recognition, revenue accounting and operations for FINTECH private software company with $38m annual revenue. Major responsibilities include:
• Revenue Recognition – deal reviews, SME for technical accounting guidance for ASC 606 and revenue policies. Costs
related to contracts under ASC Management of all revenue audit requests for company.
• Deal Review – client complex contract deal reviews and negotiation for compliance with revenue policy and accounting operations.
• Internal Controls – establishment of accounting and reporting internal controls for ASC 606 revenue recognition.
• Revenue Recognition – deal reviews, SME for technical accounting guidance for ASC 606 and revenue policies. Costs
related to contracts under ASC Management of all revenue audit requests for company.
• Deal Review – client complex contract deal reviews and negotiation for compliance with revenue policy and accounting operations.
• Internal Controls – establishment of accounting and reporting internal controls for ASC 606 revenue recognition.
Cerence Inc.
Accounting
Director – Revenue Accounting & Operations
10/2019 - 3/2022
Managed team which included US Revenue and Accounting Operations, including Technical Revenue, Project Accounting and Order Management functions for the company. Promoted to Director and managed a team of 5.
• Revenue Recognition – deal reviews, technical accounting guidance, SME on ASC 606 and deal structures with BU.
• Reporting/Analysis – development of annual revenue operating plan and forecasting ROY.
• Revenue Recognition – deal reviews, technical accounting guidance, SME on ASC 606 and deal structures with BU.
• Reporting/Analysis – development of annual revenue operating plan and forecasting ROY.
Nuance Communications
Finance
Sr. Manager of Finance – Technical Accounting & Finance
7/2018 - 10/2019
Responsible for finance operations for Mobile/Auto/Device division within $2B annual revenue for public Software Company, which included deal reviews for revenue recognition, revenue close and reporting/analysis.
Aspen Technology
Finance
Director of Finance
1/2016 - 7/2018
Responsible for Worldwide Financial Planning and Revenue function including management of regional teams for $500m annual revenue for public Software Company. Major responsibilities included technical revenue recognition, revenue operations, forecasting and implementation of new revenue standard ASC 606.