What I Bring
Scalable Accounting Operations
I build accounting functions that can support growth, complexity, and leadership decision-making. My strength is creating structure across close, reporting, systems, and day-to-day accounting operations.
Built and led the accounting function at PACT Pharma, covering close, financial reporting under US GAAP, tax, equity, and payroll.
Directed end-to-end accounting operations and financial reporting as Controller at Chan Zuckerberg Biohub SF.
Built and scaled accounting and finance operations at Invitae during rapid growth, strengthening close processes and internal controls in a public-company environment.
Close Discipline & Reporting Accuracy
I bring discipline to the monthly close so leadership gets timely, accurate, and actionable financial information. I focus on ownership, repeatable processes, reconciliations, controls, and reporting consistency.
Reduced the monthly close timeline at Chan Zuckerberg Biohub SF from 20 days to 8 days while improving reporting accuracy and consistency.
Led the month-end close and audit process in a SOX-compliant environment at Myriad Women’s Health.
Implemented and optimized finance systems including Sage Intacct, Concur, and FloQast to improve close efficiency, reporting accuracy, and operational scalability.
Executive Partnership & Strategic Decision Support
I partner with leadership to translate accounting and finance information into better business decisions. My experience includes supporting executives, Boards, leadership teams, fundraising, scenario modeling, and strategic planning.
Partnered with executive leadership at Chan Zuckerberg Biohub SF to provide financial insights, budget oversight, and decision support.
Served on the Executive Committee at PACT Pharma and reported accounting and finance updates to the Board of Directors.
Led finance and accounting through fundraising, scenario modeling, and executive decision-making at PACT Pharma.
Controls, Compliance & Public-Company Readiness
I help companies strengthen controls, prepare for audits, and operate with public-company discipline. I bring experience across SOX, IPO readiness, S-1 support, SEC reporting support, audit coordination, and internal controls.
Played a key role in IPO preparation and a $375M acquisition at Myriad Women’s Health.
Supported IPO readiness at Invitae, including S-1 disclosures, SEC reporting support for 10-K and 10-Q filings, and external audit coordination.
Prepared PACT Pharma for public-readiness, including S-1 support activities.
Systems, Process Improvement & Operational Efficiency
I use systems and process improvement to reduce manual work, improve visibility, and strengthen accounting operations. My approach is practical: better workflows, better controls, better data, and less operational friction.
Implemented a close management tool at Myriad Women’s Health and Invitae to streamline the close process and strengthen internal controls.
Implemented a new payroll system and pay practice at PACT Pharma to reduce error and compliance risks.
Centralized treasury and payment operations across multiple entities at CZI, reducing operational complexity and settlement volume.