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Transfer Pricing Financial Planning

Location:
Kentfield, CA
Posted:
October 25, 2023

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Resume:

EILEEN M. BUCKLEY, CPA

ad0mj5@r.postjobfree.com

PROFESSIONAL EXPERIENCE:

Oceana CPA, Fractional CFO January 2023 to Present

• Build and manage the finance function for early- and growth-stage start-ups.

• Financial and managerial reporting, tax and regulatory compliance, technical accounting, financial planning & analysis, systems implementation, operational scaling, and leadership. VP Finance, A Medium Corporation, San Francisco Jan 2022 to July 2022

• Managed team of six in-house, three Paris-based, and five outsourced tax and accounting professionals.

• Modeled Medium’s strategic financial plan, delivering actionable insights to executives monthly.

• Integrated three separate acquisitions into NetSuite, automating goodwill and intangible amortization.

• Collaborated with Data Science in biweekly company-wide presentations of operating and financial metrics.

• Implemented transfer pricing for Glose, Medium’s Paris-based bookstore and interactive reading platform.

• Managed taxes, ensuring compliance with international, federal, state and other applicable tax regulations.

• Compiled all investor reporting for Andreessen Horowitz, Google Ventures, Greylock, Spark and others.

• Reported condensed, consolidated financials and runway updates to Board.

• Earned 90-percent efficiency gains by migrating Medium’s budget to actual process from Excel to NetSuite.

• Supported BPM valuation team in allocation of acquisition consideration of Projector and Knowable deals.

• Restructured cap table and debt and equity accounts pursuant to down funding round.

• Supported company’s financial and operational restructure prior to CEO Ev Williams’ July 2022 departure. Director of Finance, Spire Health, San Francisco 2018 to Jan 2022

• Played key role pivoting Spire from a distressed, wearable technology company to a thriving, FDA-approved medical device entity with 320% year-over-year revenue growth.

• Led accounting team while restructuring financial operations to reflect the new business.

• Maintained budget in partnership with executive team, aligning resource allocations with strategic plan.

• Engineered highly complex billing process of a growing medical device company in tandem with CFO.

• Calculated scenario planning models to support executive team’s exploration of strategic alternatives.

• Managed taxes, ensuring compliance with federal, state, local and other applicable tax regulations.

• Managed day-to-day accounting operations, and monthly, quarterly and annual close processes. Director of Finance and U.S. Operations, Weaveworks, San Francisco 2016 to Jan 2022

• Built out and directed finance function for a multinational Accel and Google Ventures funded start-up.

• Created global operating budget in partnership with executives, substantially extending runway.

• Presented operating results and projected financial plan to Board and management team.

• Successfully managed series C due diligence, achieving funding after receiving high marks from audit team.

• Managed day-to-day accounting operations, U.S. payroll, monthly, quarterly and annual global close.

• Benchmarked and aligned Weaveworks’ U.S. benefit offerings with comparable start-ups.

• Partnered with engineering to configure Zuora software to comply with U.S. GAAP revenue recognition.

• Performed monthly revenue recognition and deferred revenue roll forward analysis per ASC 606.

• Assisted in the implementation of Carta software for cap table maintenance and 409(a) calculations.

• Manage tax function ensuring timely filing of state, local, domestic and international tax filings. Accounting Controllership, SEC Reporting, Technical Research 2004 to 2016

• Managed SEC quarterly and annual reporting on Forms 10-Q and 10-K for Core-Mark, eBay, McKesson, Raptor, Wells Fargo and Union Bank.

• Oversaw audits by acting as a liaison with external auditors for complex financial statement areas including FAS 123R Equity-Based Compensation and Software Revenue Recognition.

• Implemented currently compliant revenue processes for numerous technology clients including Joyent (ASC 606 and precedent standards).

Selected Clients: Castlight Health, Cisco, eBay, Joyent, McKesson, Raptor, Starwood Hotels and Wells Fargo Revenue Recognition Specialist 2004 to 2016

• Managed Revenue for clients in industries ranging from consumer products (Odwalla) and financial services (Wells Fargo and PIMCO) to SAAS (Joyent) and high tech (Cisco, Symantec).

• Led clients through successful revenue process audits, including: Cisco Systems, Symantec, Joyent.

• Established SOX complaint revenue infrastructures for Neilson NetRatings, Cisco and Symantec.

• Evaluated quarterly data for VSOE compliance for Symantec, Veritas and Cisco. Selected Clients: Allianz Global Investors, Cisco, Joyent, Neilson NetRatings, PIMCO and Symantec. SOX Director (International and Domestic Clients) 2004 to 2016

• Implemented SOX compliant control infrastructures for several high tech and biotech companies including Vaxgen, Cisco Systems, Symantec, ActivCard, Neilson NetRatings and Net IQ.

• Advised executive management on how to devise new controls to address noted system weaknesses in revenue recognition to ensure compliance with current guidance (ASC 605 and precedent standards).

• Worked in tandem with the IT SOX group to identify and document complementary financial controls for several clients, including Juniper Network, Symantec and Levi Strauss and Company.

• Director of Global Controls for Levi Strauss during worldwide SAP implementation and reorganization. Selected Clients: Adobe, Allianz Global Investors, CSAA, eBay, Juniper Networks, Levi Strauss, PIMCO. MBA Auditing Instructor at Golden Gate University, San Francisco Fall 2009 Senior Auditor, KPMG San Francisco Earlier Career

• Audited public and pre-IPO clients in biotech, medical device and high-tech industries. CERTIFICATION: CPA, State of California, License 120137 EDUCATION: University of San Francisco, BS Accounting, BA English. Cum Laude. Also attended: Boston College (Jesuit Exchange Program); Harvard (Intensive Language Program); UC Berkeley (Intensive Language Program). COMPUTER: NetSuite, Zuora, Xero, Carta, Avalara, Expensify, Excel, Oracle, SAP, HFM and numerous others. LANGUAGES: Written and spoken German, Russian and Spanish.



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