Controller | CPA | SEC Reporting, Technical Accounting, & M&A Expertise

• CPA with more than 20 years of progressive accounting and finance experience, including leadership roles in controllership, technical accounting, SEC reporting, M&A support, audit, and financial reporting. Started their career in public accounting with a Big 4 firm, before moving into corporate accounting leadership
• Extensive Controller-level experience overseeing financial reporting, accounting operations, internal controls, cash flow forecasting, audit management, and corporate accounting policy development
• Deep technical accounting expertise under both U.S. GAAP and IFRS
• Significant SEC reporting experience, managing and reviewing Forms 10-K, 10-Q, 8-K, S-1 filings, IPO readiness initiatives, SEC compliance matters, footnote disclosures, and responses to SEC comment letters
• Led the preparation of audit-ready financial statements, management reporting packages, lender reporting, and board-level financial presentations for both public and private organizations
• Supported numerous mergers and acquisitions, including financial due diligence, transaction advisory services, valuation coordination, purchase price accounting, and post-acquisition integration activities
• Drafted more than 100 technical accounting position papers and accounting issue memorandums addressing complex and non-routine transactions, new accounting standards, and emerging reporting requirements
• Established accounting policies, standard operating procedures, SOX compliance programs, internal controls, and risk management frameworks to strengthen financial reporting accuracy and governance
• Managed external audits, audit committee reporting, accounting standard implementation projects, and enterprise-wide assessments of new accounting pronouncements and regulatory changes
• Holds a Bachelor of Accounting and an active CPA