University of California, Berkeley, Haas School of Business

UC Santa Barbara

Controllership - Digital Business at Granular (A Corteva Agriscience company)

VergeSense

Controller

- Consolidated Reporting
- Board of Director Presentation
- G&A Business Partner
- Forecasting Process Improvement 
- Adaptive Planning Administrator
- Cash Flow (direct and indirect)
- KPI tracking (Magic Number, Rule of 40, CARR, LTV, CAC)
- Headcount Planning

OpenGov Inc.

Corporate FP&A

The Granular operation was integrated into Corteva (the parent entity). I supported the integration from the finance side. Assisting in the transition of:

- Annual Planning
- Operating Model (Excel version)
- Forecasting/ Outlook (Revenue, COGS, OPEX)
- Software Development CAPEX tracking and analysis
- Budget v. Actuals (G&A, GTM, & R&D)
- Q2C and P2P
- Finance & Accounting systems (NetSuite, Bill.com, Concur, Stripe, ChargeBee)
- Month End Close

Corteva Agriscience

Finance Manager - Granular Integration Support (role eliminated post integration)

Own and operationalize FP&A business systems including budgeting and planning processes, and streamlined reports off of Netsuite, SAP, and Analysis for Office.  Own and managed multi-product, multi-geo, and multi-entity business lines at scale.  

Designed financial models, operating expense allocation frameworks, P&L statements, and forecasts for different products and capital projects.

Led, mentored, and expanded the finance team. Recruited and managed high-performing finance professionals.

Worked directly with executives and business leaders to support a variety of special projects, including acquisitions, business models, product changes, investment decisions, and strategic initiatives.

Supported parent company’s FP&A…

Main finance business partner for Engineering, Data Science, Product Management, Sales, marketing, and G&A teams. Owned the annual and long-range business planning process.

• Long Range Planning (5-year plan)
• Annual Planning
• Optimize operating model
• Ad Hoc financial modeling
• Financial Analysis
• CAPEX Project(s) Planning
• Create presentations for portfolio department leads.
• Budget v. Actual Reporting
• Portfolio (Product) Profitability Reporting
• Outlooks (forecast submission to Oracle Cloud planning tool for monthly budget)
• Relationship building
• Advisor to accounting team
• Drive policies, procedures, and systems to meet company’s financial objectives

Granular

Director of FP&A - Digital Business

• Drive policies, procedures, and systems to meet company’s financial objectives
• Publish Accounting & Systems Manual
• 10k & 10Q management disclosers
• Lead team through Internal Financial and IT Audits (prompted by Corteva)
• Scale out NetSuite for International Subsidiaries (Revenue & OPEX)
• SOX compliance
• Lead 401k 5500 filing & audit
• Technical Revenue Recognition (ASC 606)
• Oversee/ drive process improvement for: A/P, A/R, T&E, Payroll, GL, MGMT Reporting
• C.I.P. & P.P.E. Reporting: Capitalized Software, Lease Capitalization & Fixed Assets
• Subsidiary consolidation and elimination reporting for parent-company
• Own 2 business-day month-end close
• Quote-to-Cash & Pay-to-Procurement process improvement
• Full cycle Payroll

Controller - Digital Business

• Month-end Close
• Revenue Recognition 
• Accruals
• Prepaid
• Fixed Assets
• Consolidation & Intercompany accounting 
• Balance Sheet Flux Analysis
• International Cash Planning for international Subsidiaries
• Support engineering leaders on investment for headcount funding and prioritization
• Partner with senior leadership team to align on strategic objectives
• Management Reporting
• KPI Analysis: Revenue, COGS, Gross Margin, OpEx, EBITA, MRR, ARR, Churn Rate, CLTV, CAC

Senior Finance Manager

• Identity bottlenecks and implement tools to drive scalable and methodical business practices.
• C.I.P. & P.P.E. Reporting: Capitalized Software, Lease Capitalization & Fixed Assets.
• Optimize ERP (NetSuite) to leverage integrations to drive automation
• Subsidiary consolidation and elimination reporting for parent-company SEC filing requirements.
• Coach and Supervise the accounting team to drive 2-day m/e close cycle.
• Quote-to-Cash & Pay-to-Procurement process improvement
• Implemented NetSuite ERP (assisted by Caravel Partners and BizVisory LLC).
• Hired and trained: Revenue Accountant and Staff Accountant.

Finance Manager

• Financial Reporting: Actualize the rolling forecast and update department BvAs
• Own deferred revenue schedule and enter in month end journal entry for monthly income in ERP
• Own prepaid schedule and enter in month end prepaid journal entry for expense amortization in ERP
• Own fixed asset schedule and enter in month end depreciation expense journal entry in ERP
• Own accrual schedule (ASC 405-30 & 40) and enter in subsequent offsetting journal entries in ERP
• Coordinate and partner with outside auditors for annual financials & SOX compliance audit
• Partner with outside tax firm for annual tax filing matters
• Partner with HR for payroll matters
• Net-working capital analysis & fair market measurements and valuation (US GAAP, ASC 820)
• Full Cycle Accounts Receivable (ASC 310-10) and bad debt reserve
• Full Cycle Accounts Payable (ASC 210-20) and 1099 filing/ distribution
• P&L MoM Flux Analysis: COGS & Gross Margin Analysis, ARR & MRR flux, OPEX, EBITDA

CoSo Cloud, LLC

Accounting Manager

• Financial Reporting: Actualize the rolling forecast + actualize the annual budget to produce the budget variance report + departmental profitability income statement + financial statement preparation.
• Manage deferred revenue schedule and enter in month end journal entry for monthly income in ERP.
• Manage prepaid schedule and enter in month end prepaid journal entry for expense amortization in ERP.
• Manage fixed asset schedule and enter in month end depreciation expense journal entry in ERP.
• Manage accrual schedule (ASC 405-30 & 40) and enter in subsequent offsetting journal entries in ERP.
• Meet with department directors to identify spending expectations for annual & quarterly budget.
• Partner with sales & sales operations to update the annual and monthly reoccurring revenue schedule.
• Coordinate and partner with outside auditors for annual financial & SOX compliance audit.
• Assist outside tax firm with annual tax filing matters.
• Review & finalize month end with CFO.
• Treasury: cash management – prepare monthly cash flow reports & Process ACH/Wires.
• Partner with human resources for payroll matters; prorated paychecks, termination checks, PTO, F.S.A. &
H.S.A contributions & adjustments, benefit deductions.
• Present month end results to executives and support CFO in answering inquiries from the board of directors.
• Merger and Acquisition experience: net-working capital analysis & fair market measurements and valuation
(US GAAP, ASC 820)

Senior Accountant

• Accounts Receivable (ASC 310-10): Creating & Managing invoice data in Salesforce + Book invoice detail into the AIS + billing customers & managing custom invoicing requests + identifying write-offs.
• Accounts Payable (ASC 210-20): Manage vendor bills in Bill.com + Book bills into the AIS + Processing payments + 1099 Filing & Distribution.
• SaaS Revenue Analysis (ASC 605): Reconcile invoice amount to monthly recognized revenue.
• COGS & Gross Margin Analysis – perform a monthly trend analysis on the P&L to identify fluctuations of
COGS and the effects on the gross margin.
• Performed general ledger analysis, account analysis, journal entries, and multi-bank reconciliations.
• Assist with tying out rolling schedules: deferred revenue, prepaid, accruals, and fixed assets.
Manage the following areas:
•Quote to cash
•Pay to procure 
Month-end Journal Entries - 
• Revenue
• Prepaid Software (OPEX and COGS)
• Sales Tax
• System admin for Bill.com, Expensify, Avalara, JPM credit cards
• Banking: Wires, ACH's (international and domestic)

Staff Accountant

HR West & NCHRA (Northern California Human Resources Association)

Accounting Specialist

KPMG US

Audit Associate

Over 12 weeks, I worked in the audit division, gaining knowledge from KPMG professionals and learning about how KPMG operates their audit business.

Audit Intern

"This highly interactive and exciting program allows you to discover your own leadership abilities while building relationships with other student leaders from a diverse group of sources. Participants also gain insight in to our profession, lines of service, our client base, and the PwC culture. PwC professionals bring their experiences to this program to further enhance your networking and learning opportunities." 
-P.W.C.'s Leadership mission statement

James Beckwith, MBA