Controller at The NAV People, Inc (dba 365 Vertical) (2018-12 – 2026-05)
SaaS, Consulting, and Value-Added Reseller for Microsoft Business Central primarily servicing the Cannabis industry. Acquired by Akerna Corporation in 2021. PE/VC assisted company repurchase in 2023.
- Ownership of AP, AR, Cash, General Ledger, Revenue Recognition, and Financial Reporting for US and Canadian subsidiaries.
- Reduced month-end close from 24 days to a strategic 7 day through process improvement and system optimization.
- Led 2 Microsoft Business Central Finance implementations and integrated Continia, Avalara, and Binary Stream to improve expense, tax, and subscription billing workflows.
- Managed a team of 3-5 with regular coaching sessions for staff development.
- Created and implemented policies resulting in 30% EBITDA savings and a 20% reduction in company wide administrative processing time.
- Maintained disciplined cash flow management resulting in zero overdrafts, zero payroll delays, and no vendor interruptions in over 6 years. Reduced past due accounts from 120 days to 30 days.
- Led the company's first audit and due diligence for the subsequent sale of the company.
- Built the accounting systems and structure following the company's repurchase in Jan 2023.
- Partnered with Executive Leadership to present the monthly financial package with SaaS and Service KPIs to private equity stakeholders and provided ad hoc analysis.
- Engaged with cross functional department stakeholders for continuous process improvement and problem solving.
- Administered the timely reporting of business and sales tax compliance for multiple US states and Canadian provinces.
Senior Revenue Accountant at Guidance Software (2005-12 – 2018-08)
Digital investigations/Cybersecurity Software, Consulting, and Training.
- Ownership of revenue accounting and reporting for $120M annual/$60M deferred revenue across software, post contract support, implementation, and professional services.
- Critical contributor during IPO preparation, supporting 5 simultaneous financial and tax audits while maintaining daily and monthly workflows.
- Successful implementation of Receivables, Revenue Manager, and Service Contracts in Oracle ERP along with associated reporting modules Hubble and Discoverer.
- Commission calculation for over 120 sales employees worldwide.
- Offered four promotions over 13-year tenure.
