Senior Director, Finance, Controller and Operations

OCT 2024 - PRESENT · 1.8 years

Advise and execute best practices for accounting operations and financial reporting to support achievement of corporate goals. Executed the merger between Chroma Medicine and Nvelop Therapeutics and raised a $75M concurrent financing; led due diligence, supported company-wide reorganization, managed systems integration and executed technical accounting.

Director, Finance, Controller and Operations

APR 2023 - OCT 2024 · 1.6 years

Lead the accounting close process to support timely financial reporting and compliance. Developed foundational systems and frameworks for IPO readiness, including drafting S1 financial disclosures, audit readiness and implementing internal controls to comply with public company requirements. Interim head of Lab Operations and Facilities including supervising day-to-day activities and launching a lab refresh to maximize space post reorganization.

Associate Director, Assistant Controller

FEB 2022 - APR 2023 · 1.3 years

Established and maintained accounting policies and procedures to support a timely financial close. Managed supporting schedules for external audits and coordinated with auditors and tax advisors. Implemented NetSuite ERP system to support scalability and enhance our control framework. Supported Series B $135M financing including preparation of disclosure schedules, document review, and financial support of due diligence processes.

Assistant Controller, Flagship Labs

JUL 2020 - FEB 2022 · 1.7 years

Oversaw the monthly close and reforecasting process for several portfolio companies. Presented monthly reporting packages to management teams including financial statements, budget vs actuals variance analysis, and tracking of key milestones compared to spend. Partnered with management teams to understand critical business drivers and the impact of financial decisions.

Accounting Manager

MAR 2019 - JUL 2020 · 1.4 years

Oversaw the financial close process to ensure accurate financial reporting and managed timelines to meet internal and external reporting requirements. Reviewed quarterly and annual SEC filings including financial information and disclosures. Analyzed fluctuations for balance sheet, revenue and expense accounts to support accurate financial reporting.

Senior Accountant

OCT 2016 - MAR 2019 · 2.5 years

Executed the financial close process, including preparation or review of journal entries, account reconciliations, fixed assets, collaboration revenue, stock-based compensation and R&D contract accounting. Prepared quarterly and annual SEC filings including updating financial information and drafting disclosures. Prepared the company prior to transitioning to 404(b) status, including defining key controls, documenting narratives, educating process owners and ongoing assistance with SOX compliance efforts.

Senior Consultant

AUG 2015 - OCT 2016 · 1.3 years

Specialized in conducting internal audits for clients in the healthcare and life science industries. Identified scope areas, created work plans, executed fieldwork and drafted reports for management presentation. Projects include contracts, change control of IT systems, human resources and vendor management.

Consultant

SEP 2013 - AUG 2015 · 2 years

Performed internal controls testing to determine compliance with SOX regulations and relevant policies. Projects include financial budgeting, financial close, project accounting, time reporting and purchasing.