Professional Summary

CPA-track accounting and finance leader with 15+ years spanning corporate controllership, SEC reporting, SOX compliance, global AR and revenue ($750M+), multi-entity consolidations, and external audit for high-growth public companies including Guardant Health and 10x Genomics. Deep US GAAP technical accounting, month/quarter/year-end close, treasury and cash forecasting, and financial-systems implementation, paired with SOX advisory experience at a national accounting firm. Currently founder and CFO of a fractional finance practice delivering controllership, tax planning, and AI-enabled accounting operations. Seeking a Controller role with a public company, audit or tax firm.

Core Competencies

SEC Reporting & SOX Compliance · US GAAP Technical Accounting · Multi-Entity & Multi-Currency Consolidations · Global AR, Revenue & Cash Management · Month / Quarter / Year-End Close · External & Internal Audit Management · FP&A & Cash Forecasting · Derivatives, ESPP & Royalty Accounting · Tax Planning & Compliance · ERP & Financial-Systems Implementation (Deltek) · Process Reengineering & Automation · Team Leadership & Cross-Functional Partnership

Professional Experience

• Provide fractional CFO and controllership services to small and mid-sized businesses — owning the monthly close, bookkeeping, cash and tax planning, financial reporting, and finance-systems setup.
• Advise high-net-worth clients on estate, cash, and tax planning; prepare and review filings and support compliance and audit readiness.
• Design AI-enabled accounting operations that automate reconciliations, close tasks, and reporting workflows, improving accuracy and turnaround time while maintaining secure data.

• Founded and lead an education-technology startup; own company finance, budgeting, compliance and data-privacy planning, and operational infrastructure alongside product and strategy.

• Led global accounts receivable, cash, and collections for a publicly traded precision-oncology company, owning the related close, reconciliations, and reporting.
• Served as SEC/SOX lead for AR and cash cycles — designed, documented, and maintained internal controls and coordinated directly with external and internal auditors on walkthroughs and testing.
• Managed multi-entity consolidations and supported technical accounting and financial-systems initiatives across the close.

• Progressed through three roles of increasing scope, leading global AR and revenue operations, SEC/SOX compliance, consolidations, and cash planning for a high-growth public company.
• Owned revenue and AR close, account reconciliations, and audit support; partnered with external auditors on quarterly reviews and annual audits.
• Served as designated systems leader for accounting initiatives, streamlining the close and strengthening the control environment.

• Advised clients on SOX program design and implementation at a leading technical accounting and advisory firm — scoping controls, leading risk assessments, and preparing audit-ready documentation.

• Directed accounting, FP&A, and multi-entity consolidations across multinational business, including derivatives, ESPP, and royalty accounting.
• Owned monthly, quarterly, and annual close, financial reporting, and external audit coordination.

• Held full controllership for a regional office; led a strategic reorganization, downsized office locations, and improved reporting, budgeting, and day-to-day financial operations.

• Supported the CFO across financial planning, project accounting, estate management, and bank-covenant compliance for a professional-services firm.
• Led project planning and job-cost accounting and administered Deltek (project ERP); recognized as an industry subject-matter expert through published PSMJ articles on job-cost accounting.

Education

Certifications & Affiliations

• Certified Public Accountant (CPA) — California Board of Accountancy (final exam completed; results pending, 2026)
• Registered Tax Preparer — CTEC (exam passed; application pending)
• Member, American Institute of Certified Public Accountants (AICPA), 2026 – Present

Systems & Skills

SEC reporting · SOX · US GAAP · consolidations · revenue recognition · AR & cash management · treasury & forecasting · external/internal audit management · FP&A · tax planning & compliance · close management · Deltek and ERP systems implementation · advanced Microsoft Excel · AI-enabled finance automation.

Leadership & Recognition

• Leader, Bay Area Deltek User Group; Chapter Treasurer, NAPW – San Jose; Member, Toastmasters International.
• Published author — PSMJ articles: “Job Cost Accounting Secrets” and “Team in Training.”

Languages: conversational basics in Spanish, French, Italian, and German.