Senior technical accounting and financial reporting professional with over 20 years of experience. Creator of the Technical Accounting Forum website, which is the first and only website and forum for technical accountants. Corporate experience as well as client service experience. Ability to manage multiple projects and teams. Specializing in:
- Technical Accounting
Providing guidance to business partners on transactions
Key interface with outside auditors on all technical accounting positions
Performing technical research and communicating recommendations to management
Drafting of technical accounting position papers
Implementation of new accounting pronouncements including ASC 606 and ASC 842
Areas of proficiency: revenue recognition, debt and equity, ASC 350 and ASC 360 impairments, stock-based compensation, business combinations, segment reporting
- SEC/External Reporting
Ownership of external financial reporting process
Filing of Forms 8-K, 10-Q, 10-K
Implementation of Workiva and XBRL
Preparation and review of press releases
Preparation of audit committee materials
Ensuring SOX compliance over financial reporting
Drafting of SEC comment letter responses
- Accounting Policy
Establishing and updating accounting policies and procedures
Communicating policies to the organization via intranet, e-mail and training
- M&A
Ownership of purchase accounting
Main contact for valuation specialists
Financial due diligence
Post-acquisition finance integration
- IPO
Leading the drafting of the S-1 and F-1
Drafting responses to SEC comments
Dilution and capitalization calculations
Providing deliverables for audit comfort letter
