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Candidate's Name , CPA, CGMAEMAIL AVAILABLE LINKEDIN LINK AVAILABLE PHONE NUMBER AVAILABLE Career Summary Highly motivated, seasoned CPA with 25+ years of public, private, IPO & Big 4 experience Agricultural chemical, medical technology & retail industry experience Solid understanding of US GAAP, SEC rules and regulations Proven ability to interact with executive management, external auditors, and attorneys, providing leadership and formulating appropriate and practical solutions to corporate issues Professional ExperiencePivot Bio, Inc. Berkeley, CA (remote) Agricultural Chemicals Director of Technical Accounting & Financial Reporting February 2022  January 2024$100 million privately held, pre-IPO, sustainability-focused crop nutrition company, reporting to the VP Finance. Led the uplift of financial statements and reporting process for IPO readiness. Led the research and documentation of technical accounting positions for complex transactions and issues, such as ASC 606 Revenue Recognition, ASU 2016-13 Current Expected Credit Losses, ASC 842 Leases includingbuild to suit construction and CMO embedded lease consideration, ASC 505 share repurchases, ASC 718 stock option modifications, ASU 2018-15 Cloud Computing Costs and ASC 205-40 Evaluation of Going Concern. Provided guidance for accounting consequences of potential transactions. Prepared the unaudited monthly and quarterly financial statements, audited Annual Report including footnotes, comprehensive support and assisted with the external audit. Key Contributions: Process Improvement: External Reporting Process  o Partially automated US GAAP financial statement buildup using NetSuite custom reports and other process redesign to slash update time between drafts by over 50% o Leveraged Workiva Cloud Platform to create Annual Report draft review efficiencies between internal reviewers and external auditors Developed Investor Reporting Process & Controls  o Created a web-based portal to provide access to financial statements and other data to 20 major investorso Modified external reporting files to align Investor Reporting with expectations of post-IPO filings Developed & Implemented Lease Accounting Reporting Process  o Created ASC 842 reporting process to manage 25 leases ($40 million of liabilities) o Transitioned monthly activity to Accounting staff and to SaaS-based software while retaining review and consultation responsibilities Developed Technical Accounting Library
o Authored over 15 technical accounting position papers o Archived documents to foster learning and growth within the department Other Duties: Quarterly review of all new SEC and US GAAP accounting pronouncements, determining applicability Completion of annual GAAP checklist for external auditor review Financial statement analysis and production of quarterly MD&A and liquidity discussion Stock-based compensation and equity accounting review (appropriate inputs and valuations) Proactively researched peer/competitor quarterly SEC filings and comment letter correspondence for hot topics and potential issues with existing Company footnote disclosures Responded to periodic investor requests Assisted in the preparation and review of SOX compliance documentation Candidate's Name , CPA, CGMA Page 2 of 2BioTelemetry, Inc. Malvern, PA (remote 2021/22) Remote Cardiac Monitoring Director of SEC Reporting October 2017  February 2022 Direct Skills Utilized: SEC Reporting (10-K, 10-Q, 8-K, Proxy)  XBRL  Financial Statement Preparation and Analysis  Footnote Disclosures  Disclosure Committee (11 senior executives, 4 additional contributors)  Audit Committee  Basic & Diluted EPS  Earnings Release  Non-GAAP Disclosures  Stock-based Compensation ASC 718  ESPP  GAAP checklist  SEC rules & regulations  MD&A  Documentation of Technical Accounting  Segments  Implementation of ASC 842 Leases  Business Combinations ASC 805  SOX Compliance & Documentation  Process Improvement  External Audit Globus Medical, Inc. Audubon, PA Spinal ImplantsManager of External Reporting May 2012  October 2017 Direct Skills Utilized: IPO  SEC Reporting Process creation (10-K, 10-Q, 8-K, Proxy)  XBRL  Financial Statement Preparation & Analysis  Footnote Disclosures  Disclosure Committee (8 senior executives) Audit Committee  Basic & Diluted EPS  Non-GAAP Disclosures  Stock-based Compensation ASC 718  GAAP checklist  SEC rules & regulations  MD&A  Earnings Release  Regulation SD Conflict Minerals  Documentation of Technical Accounting  Consolidation ASC 810  Foreign Currency Matters ASC 830  Business Combinations ASC 805  Related Party Disclosures ASC 850  SOX Compliance & Documentation  Process Improvement  External Audit  General Ledger Chart of Accounts  Month-end Close ProcessCharming Shoppes, Inc. Bensalem, PA Retail  Womens Apparel Manager of Corporate Accounting February 2003  May 2012 Direct Skills Utilized: SEC Reporting (10-K, 10-Q, 8-K, Proxy)  Established XBRL Reporting Process(7/31/2010)  Financial Statement Preparation & Analysis  Footnote Disclosures  Earnings Release  Non-GAAP Disclosures  Stock-based Compensation ASC 718  ESPP  SEC rules & regulations  MD&A Documentation of Technical Accounting  Segments  Restatement of Financial Statements (1/29/2005) Business Combinations ASC 805  Restructuring ASC 420  SOX Compliance & Documentation  Process Improvement  Account Reconciliations & Review  Month-end Close Process  External Audit KPMG, LLP Philadelphia, PA Independent Public Accounting Audit Manager September 1994  January 2003Direct Skills Utilized: Financial Statement audits (public, private, revenues between $5 million to $500 million)  Technical Accounting  SEC rules and regulations  Audit Team Supervision (2-8 individuals) StrengthsPlanning  Deadline Management  Gets Stuff Done  Attention to Detail  Professionalism  Mentoring CredentialsCertified Public Accountant (Commonwealth of Pennsylvania #CA036444L) AICPA & PICPA memberNational Investor Relations Institute  Fundamentals of Investor Relations (September 2023) Lehigh University  BS Accounting, Minor Concentration in Russian Studies IT SkillsWorkiva, Microsoft Office Suite, Adobe Acrobat, NetSuite, Zoom, MS Teams, Slack, IronClad, Carta, Intelligize, SharePoint, Sage, Shareworks, Fidelity Plan Sponsor Workstation