SVP, Chief Accounting Officer at SalesLoft
I’m extremely proud to work at SalesLoft, an Atlanta-based SaaS company that provides the most complete Sales Engagement platform in the industry. It is a privilege to lead SalesLoft’s accounting efforts and play a significant leadership role in building and scaling our finance team. I joined SalesLoft in 2018, as the company was beginning its build out of its finance and accounting infrastructure. Since joining, we’ve successfully acquired and integrated three business combinations, performed an accounting ERP migration, implemented a number of key business technologies to support our growth, and playing critical roles in our Series D & E fundraises, all while successfully transitioning from a regional accounting firm to a Big Four auditor. Prior to SalesLoft, I spent eight years at two high-growth companies that were both disruptive in their respective industries. At each company, Rubicon Global (venture-backed) and Ceres Global Ag Corp. (publicly traded on the TSX as “CRP”), my areas of focus were around building and developing finance teams that could scale, adequately support, and play key roles in being a strategic partner to the business as we were experiencing hyper-growth. I started my career at KPMG, in Minneapolis, MN, where I spent 3 years in their Audit & Assurance practice. I have a bachelor’s degree in accounting from Winona State University, in Winona, MN, where I graduated summa cum laude in 2007.
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Jun 2021 - Present
SVP, Chief Accounting Officer
Dec 2018 - Jun 2021
VP Finance / Corporate Controller
Oct 2016 - Nov 2018
Vice President & Corporate Controller
•Manage and oversee a team of accounting and finance professionals in financial accounting and reporting, accounts receivable, accounts payable, treasury, and contract data management •Built a corporate accounting team by adding advanced talent and corporate accounting skillsets while designing month-end processes to facilitate efficient month-end close, reducing month-end close time by over 75%. •Redesigned the procure-to-pay and order-to-process to drive efficiencies and effective execution, realizing a reduction our DSO of nearly 25%, and increasing DPO by nearly two-thirds. •Led Company’s revenue accounting application in consideration of Account Standard Codification 606 Revenue From Contracts With Customers •Led development and migration to a new accounting general ledger system while steering Company efforts in an operating system migration in 2017. •Established cross-functional departmental cadence of communicating monthly & quarterly operating results across business functions while working with Financial, Planning & Analysis team to summarize and inform executive leadership of company’s financial performance •Oversaw the annual financial statement audit process, and led the 2018 financial statement audit request for proposal •Participated in financial due diligence and led financial integration efforts for three acquisitions that more than doubled the size of the company's revenue.
Oct 2010 - Sep 2016
Ceres Global Ag Corp.
•Managed financial operations including treasury, cash management, financial planning, budgeting, debt, foreign currency, internal and external financial reporting for public corporation (TSX: CRP) •Facilitated aequity raise of $75 million, origination of term debt of $25 million and working capital financing of $120 million •Led corporation’s external reporting efforts to shareholders, creditors and other stakeholders, identifying and reporting key financial metrics and analysis •Led the execution of an accounting system migration from a dos-based •Developed and managed internal balanced scorecard with key business metrics while reporting results and analysis to CEO, CFO and Board of Directors on a monthly basis •Developed, monitored and ensured inventory management processes to mitigate the risk of obsolete, spoilage and/or inventory theft. Ensured monthly compliance with inventory management processes across all of company’s nine facilities. •Identified and developed critical operating metrics used to evaluate the performance of operations that led to idling three facilities totaling an annual saving of $3 million •Oversaw financial consolidations of corporation’s four wholly owned entities and foreign affiliates while managing currency exposure and risk of entities with differing functional currencies. •Oversaw quarterly financial statement reviews and annual audits in accordance with IFRS and US-GAAP and quarterly filings with securities commissions •Led periodic analysis and evaluation of long-lived asset impairment in accordance with US-GAAP and IFRS •Served as director on board of a company in which Ceres held a 26% equity stake, and active on the investee’s audit committee
Jun 2007 - Oct 2010
Senior Audit Associate
•Leading multiple audit engagements by executing daily operations of the engagements and overseeing each through the issuance of an audit report •Provided insight and input into client management and engagement decisions including work plan and timeline, budget management, resource allocation, and career development of associates •Resolve client issues in order to maintain positive relationships to facilities client satisfaction and retention •Areas of specialty and expertise in the consumer food and products, and manufacturing industries – clients included: Buffalo Wild Wings, General Mills, Supervalu, Land O Lake, Cargill and Mosaic
2003 - 2007
Winona State University
BS, Summa Cum Laude, Accounting