Developed accurate and timely cashflow forecast and leading weekly strategy meetings
with the CEO and CLO resulting in savings of ~$500k
Managed the relationship with external auditors and provided explanations and supporting
documents in a timely manner
Led a team of 9 accountants in India overseeing and reviewing the execution of accounting
tasks across 10+ subsidiaries
Directed the monthly close process including the preparation and review of accruals, GL
reconciliations, and various account variance analysis

Prepared and reviewed detailed month-end work papers for various parts of the procureto-
pay cycle, overseeing $10 million per month in operating expenses. This included
reviewing related accruals, and GL reconciliations, and variance analysis
Directed the comprehensive monthly close process for all material operating expenses,
ensuring timely and accurate financial statements. Enhanced reporting and analytics
capabilities by 50% through revamping close procedures
Developed and managed a cash application process for a $5 million monthly revenue
stream, including creating Excel models, month-end analysis, and account reconciliations
Collaborated with HR to ensure timely preparation of bi-weekly payroll packages, reviewed
monthly payroll registers, and accrued PTO
Led the initiative to implement an improved corporate expense policy aimed at bolstering
accountability. Collaborated cross-functionally to ensure alignment among stakeholders on
these changes, resulting in a 70% decrease in ov

Managed the procure-to-pay cycle, reviewing and approving the Company's monthly
operating expenses
Responsible for monthly close tasks related to accounts payable and preparing necessary
expense related accruals including payroll and operating expenses
Reviewed and approved executive credit card charges and worked with FP&A to improve
expense and department classification

Improved the cash application process by creating new protocols, leading to a 30%
decrease in outstanding balances
Created and managed the Company's monthly margin analysis, communicating results to
C-level executives
Prepared comprehensive technical accounting memos related to the Company’s revenue
recognition policy
Led a company-wide daily deal review process, reducing error rates in agent commission
invoices and bills by 20%, significantly improving accuracy
Reviewed month-end close procedures and developed processes for revenue and expense
accruals, enhancing efficiency and accuracy
Led a team of four, overseeing month-end activities, special projects, and ensuring highquality
deliverables
Developed sections of the Company’s management report, with a specific focus on
revenue, accounts receivable, and loan receivables as part of the IPO readiness initiative

Prepared and analyzed over 15,000 contract data based on their respective contractual
elements in preparation for determining the opening balance sheet amount in accordance
with ASC 606 (CA Technologies)
Created a detailed process to analyze, organize, and review opening balance sheet
contract data prior to upload into the new revenue recognition system, RevStream (CA
Technologies, acquired by Broadcom)
Spearheaded the documentation of several regulatory reporting submission processes and
significantly improved the level of detail in accordance with Wells Fargo COSO guidelines
(Wells Fargo)
Worked independently to significantly improve the testing approach of 4 business
processes comprised of approximately 70 controls which was previously identified as
deficient by the external auditor (Wells Fargo)
Identified control deficiencies through effective development of testing procedures and
created corrective actions to ensure deficiencies were properly addressed (Sysco)
Ensure a timely clo

Responsible for leading engagement teams through planning and execution of financial statement audits of both public and private financial institutions, real estate, and services companies in accordance with IFRS, US GAAP, and International Standards on Auditing (GAAS)

Managed engagement budget to actual analysis by creating engagement tracking tools that supported the increase of audit fees and identified inefficiencies to improve future audits

Led and presented client deliverables (audit findings, process improvement points, and other management related issues) to stakeholders and senior management of client company