Executive Summary

CPA (on last exam) with proven leadership in corporate controllership, SEC reporting, SOX compliance, and multi-entity consolidations for high-growth public companies exceeding $750M in revenue. Expertise across US GAAP technical accounting, month-end close, treasury, cash forecasting, and financial systems implementation. Founder and CFO of a fractional finance practice delivering controllership, tax planning, and AI-enabled accounting operations.

Professional Experience

• Deliver fractional CFO and controllership services to small and mid-sized businesses, covering monthly close, bookkeeping, cash and tax planning, financial reporting, and finance system setup.
• Design AI-enabled accounting operations that automate reconciliations, close tasks, and reporting workflows, improving accuracy and turnaround time while maintaining data security.
• Advise high-net-worth clients on estate, cash, and tax planning; prepare and review filings supporting compliance and audit readiness.
• Lead ASC 606 implementation engagements and serve as technical writing advisor on accounting standards.
• Scope internal controls, lead risk assessments, and prepare audit-ready documentation to strengthen financial governance.
• Conduct corporate finance analyses, including scenario and sensitivity modeling, to support client decision-making.

• Led global accounts receivable, cash management, and collections for a publicly traded precision-oncology company, owning close, reconciliations, and financial reporting.
• Served as SOX lead for accounts receivable, COGS, revenue, and cash cycles — designing, documenting, and maintaining internal controls and coordinating walkthroughs and testing with internal and external auditors.
• Managed multi-entity consolidations and supported technical accounting and financial systems initiatives throughout the close process.

• Led global accounts receivable and revenue operations, driving SOX compliance, consolidations, and cash planning for a high-growth public company.
• Built and directed the credit department — establishing customer financial reviews, setting KPI-based credit limits, and managing risk through structured approval and prepayment options.
• Owned month-end 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 process and strengthening the internal control environment.
• Led first-year adoption and software implementation of ASC 606 revenue recognition, ensuring compliance and operational integration.

• Led controls scoping and risk assessments to ensure audit readiness and compliance with regulatory standards.
• Advised clients on SOX program design and implementation, strengthening internal control frameworks at a leading technical accounting and advisory firm.
• Managed audit engagements for public and private companies under PCAOB and AICPA standards, including SOX 404 testing.
• Oversaw US GAAP financial statement preparation for technology and biotechnology clients, covering revenue, inventory, cash, ESPP, accounts payable, leases, and Forms 10-K and 10-Q.

• Directed accounting, FP&A, and multi-entity consolidations for a multinational business, including derivatives, ESPP, and royalty accounting.
• Managed monthly, quarterly, and annual close, financial reporting, and coordination of external audits.
• Oversaw inventory cycle counts and turnover, revenue recognition, general ledger, cash management, accounts payable, and Board reporting packages.
• Supervised the tax manager responsible for sales and use tax, leading an efficiency improvement project.
• Grew and developed the accounting team to expand performance and capabilities.

• Led full controllership for a regional office, overseeing financial reporting, budgeting, and daily operations.
• Directed a strategic reorganization and downsizing of office locations, optimizing operating costs and resource allocation.
• Managed audit readiness activities and served as ISO 9001 lead, ensuring compliance with quality and regulatory standards.
• Supported the CFO in financial planning, project accounting, and bank-covenant compliance for a professional-services firm.
• Led project planning and job-cost accounting, administering Deltek ERP to optimize project financial tracking.

Core Competencies

Education

Certifications & Credentials

• Certified Public Accountant (CPA) — candidate, final exam section remaining
• Registered Tax Preparer — application in process

Languages

Spanish · French · Italian · German

Leadership & Community

• Leader, Deltek Bay Area ERP User Group
• Leader, CPA study group
• Published author, PSMJ articles on job-cost accounting and work-in-progress (WIP)
• Chapter Treasurer, National Association of Professional Women (NAPW)
• Member, Toastmasters International
• Board Treasurer, Kujiweza Healing Arts Institution