Sectors:
Locations:
Min Investment:
Max Investment:
Target Investment:
Bachelor of Science - BS
2024
2024
2021
2021
2019
2019
2022 - 2024
2022 - 2024
2020 - 2022
2020 - 2022
2020 - 2022
2020 - 2022
Lead Accounting, Finance, Business Analytics, Finop and Legal teams at the fastest growing health tech company. - Led $150M debt syndication - Led $160M of equity fundraising - Led first successful audit by Big4 - Scaled finance and legal orgs from 6 people to 30+ - Built and led annual and quarterly financial planning processes
2016 - 2020
2016 - 2020
- First finance hire at Robinhood. - Built finance, accounting, treasury, finance operations and payroll functions from one person to 30+. - In charge of successful inception to date consolidated and standalone audits by Big4, ensured timely filings to SEC for required entities by March 1 deadline. - Implemented scalable systems across functions such as Oracle Fusion, Floqast, Procurement, Workiva, Expensify, Paylocity and Host Analytics. - Built GAAP accounting and product reporting functions. - Helped with fundraising, board meetings, compensation plans, company-wide policies and built company-wide finance review.Focused on building a world-class strategic finance team, including below: - Built and managed finance and strategy org at Robinhood, total of 10+ people from analyst to Sr. Manager level. - Built annual planning and quarterly, monthly budgets processes that would align with companies OKRs. - Supported and helped making strategic decisions around the company marketing strategy, product roadmap and pricing, headcount growth, operational efficiencies. - Led board preparation process and investor reporting. - Led and supported fundraising for Series C-E and credit facility efforts for total of $1.1B.
2013 - 2016
2013 - 2016
- Led automation and accounting close improvements as part of IPO readiness, helping to get close to BD5 from BD15. - Led and managed all cash related processes, including defining accounting for new processes within a field, review of monthly entries performed by staff accountants, implementing cash management tool within Oracle conversion and cash automation via Blackline. - Managed the review of monthly close in platform activity, accruals, cap soware, AP and COGS performed by various accountants. - Led the project of automation of all cash processes via Blackline, which allowed to automate all cash entry posting and reconciliation of platform activity to internal systems and allowed to Company to save 200 hours monthly and identify real discrepancies that would be resolved on time. - Built close accounting process tools via Blackline including reconciliation and tasks modules, which allowed the team to have more define and complete close process for IPO. - Responsible for all financial reports, including P&L statement, balance sheet and statement of cash flows, as well as the year-end financial reports. - Managed audit process for Square's financials in the many areas such as product accounting, cash, cap software, assets, revenue, marketing and legal expenses.
2011 - 2013
2013 - 2013
• Supervised work of staff associates during SOX testing, year-end audit procedures and quarterly review procedures.
2011 - 2013
- Assisted with preparation of quarterly and annual financial statements and audit reports for various technology and biotechnology companies including Affymtrix, KaloBios Pharmaceuticals, Onyx Pharmaceuticals, AcelRx Pharmaceuticals, Palo Alto Networks etc. - Performed inception to date audit for technology companies including Natera, iControl Networks, Altheos, Arista Networks, Cloudera. - Assisted in acquisition transaction of eBioscience by Affymetrix Inc. for $300M, including pro-forma analysis, valuation and closing procedures. - Assisted in various IPO transactions. - Managed global talent team and associates during audit procedures.
2010 - 2011
2010 - 2011
- Prepared Search for Unrecorded Liabilities during 3 year audit period for Arista Networks. - Prepared sales provisions, set of controls for Luminus Inc and Jazz Pharmaceuticals. - Managed advisory project for Global Technology Services, involving analysis of 5000 major world companies.