AspireIQ, Inc
San Francisco, CA 2019-2022
Transformed accounting infrastructure: implemented new controls for AR, migrated AP from Bill.com to Airbase Formalized trust accounting SOPs and implemented systems to support related operations and reporting
Identified and recaptured $1.4M in missed billing/revenue over 6 years; corrected $1.2M in trust cash accounting errors
Streamlined sales tax compliance with AvaTax, capturing $400K in uncollected tax revenue
Trained accounting staff with and without accounting backgrounds to achieve high-quality deliverables
Maintained high productivity and exceeded collection targets by 26% above plan in Q2, and 25% in Q3 2022
Amour Vert, Inc
San Francisco , CA 2017-2019
Led all accounting functions; spearheaded budget tools, oversaw ASC 606 implementation, and closed past-due audits
Reduced close/reporting time from 20 to 5 days, saving operational costs and time
Secured $1.4M in unsecured debt with no personal guarantees; completed due diligence for two fundraising rounds
Managed an IT team and orchestrated ERP implementation to streamline operations
Trumaker, Inc
San Francisco, CA 2017-2018
Oversaw restructuring and acquisition processes, supervising both internal staff and independent contractors
Reorganized the chart of accounts, improved budgeting accuracy by 78%, and enhanced inventory purchasing/manufacturing controls
Secured $1.5M in investor funding and reduced cash burn by 37% through strategic process improvements
Greystone Data Technology, Inc.
Fremont, CA 2014-2015
Supervised a 10-person finance team across the US and Southeast Asia during international restructuring
Strengthened global financial controls and oversaw timely billing and payroll processes
Published financial manuals and SOPs, providing clarity for international staff
Artisan's Asylum, Inc.
Somerville, MA 2011-2014
Implemented financial systems and controls in an environment predominantly comprised of diverse volunteers
Led AR collections, GL reconciliations, and weekly cash flows
Completed the organization’s first annual financial review
Collaborated with leadership on budgeting and financial analysis
