Areas of Expertise
Technical accounting research and interpretation
Implementation of new accounting pronouncements, including ASC 606 and 842
Ownership of SEC reporting process
Prepared and presented technical accounting updates and recommendations to management and external auditors.
Researched and provided technical accounting guidance on complex accounting issues and unique transactions, including, but not limited to, debt and equity transactions, revenue recognition, segment reporting and impairments.
Implemented new accounting pronouncements, including ASC 606 and ASC 842, for various clients.
Managed purchase accounting for mergers and acquisitions, including research of complex accounting issues and coordination with senior management, independent auditors, attorneys, and third-party valuation providers.
SEC reporting and compliance:
Filed Forms 10-K, 10-Q and 8-K, including drafting and review and coordination of comments from all relevant parties.
Prepared and reviewed financial sections of SEC registration statements on Forms S-1, S-3, S-4 and S-8, including financial statements, footnotes, MD&A, and equity-related disclosures.
Implemented Workiva and XBRL.
Coordinated quarterly earnings releases, including compliance with “non-GAAP” financial information and preparation and review of Form 8-K.
RSM US LLP – Led multiple engagements; implementations of ASC 606 and ASC 842 for clients of various industries.
Clean Harbors, Inc. – Implementation of ASC 606 and ASC 842; technical accounting guidance; audit assistance.
Aegerion Pharmaceuticals – SEC reporting; technical accounting guidance; audit assistance.
GoPro, Inc. – Preparation of Form S-1 for IPO; SEC comment responses; technical accounting guidance; establishment of external reporting process as public company.
SanDisk Corporation – SEC reporting; technical accounting guidance and implementation; accounting for mergers and acquisitions; audit coordination.
Credentials and Education
Certified Public Accountant – California (active status)
Santa Clara University – Master of Business Administration
University of Southern California – Master of Accounting
University of California, San Diego – Bachelor of Arts in Economics