Accounting Financial
Resume:
Gwenan Evans
BSc (Hons), MSc, Chartered Accountant (UK CPA)
*************@*****.***
Seasoned controller with a focus on developing the accounting and reporting capabilities of small and growing organizations. Experience in external audit preparation, standardizing accounting policies and procedures and developing budgets, forecasts and variance analysis. Familiarity with working as a sole contributor as well as hiring and training a finance department.
EXPERIENCE
Controller (Consultant) New York June 2017- present
Developed the accounting and reporting infrastructure for early stage and Series B start ups. Client portfolio included Qapital (Series B SAAS company), V3 Commodities (an asset based lending firm in the final stage of due diligence to secure a $50mn line of credit) and Mudhouse Residency LLC (artist run residency based in Greece).
Assessed the requirements of the accounting function and designed end to end processes including standardizing the charts of accounts, creating financial reporting packages (balance sheet, income statement, cash flow statement), reconciliations, translating contractual documents into numbers creating, implementing technical accounting guidance and generating financial reports.
Implemented a new accounting system (Intacct from QuickBooks) by scoping reporting requirements, documenting data feeds, designing interfaces with sub-ledgers and developing financial/management reports (balance sheet, income statement, cash flow statement, budget vs actual)
Managed the daily accounting operations including treasury, A/P, A/R, GL management, financial reporting, budgeting
Managed the completion of a first year external audit report which included fieldwork, reporting and developing technical accounting methodology around revenue recognition, deferred financing fees and debt to equity conversion
Designed and implemented all policies and procedures (including internal controls) in accordance with IFRS and US GAAP (including revenue recognition, software capitalization, debt to equity conversions, stock based compensation.)
Vantage Commodities Financial Services Finance Director (New York) May 2013- March 2017
Reporting to the CEO of an early stage $150mn lending company which provided asset based lending within the retail energy market sector. The role involved daily management of all financial aspects of the company and developing strategies to expand the organizational capacities of the company.
•Led a team of 5 in managing the daily accounting function including month end close, treasury, accounts receivable, accounts payable and financial statement preparation.
•Managed the production of a the annual budget including monitoring progress and changes to keep the leadership team abreast of the organizations financial status.
•Supported CEO on strategic initiatives by transforming financial data into comprehensive financial models that were used to evaluate cash flows, cost/benefits of various products, ROIs, pricing, portfolio analysis and long term strategic growth.
•Provided accounting support for corporate tax returns which included optimizing the tax structure of the company following an internal re-structuring and re-financing.
•Managed the successful completion of Vantage’s first statutory audit. This encompassed formalizing technical accounting guidance into internal policies around revenue recognition, re-financing, software capitalization, mergers and acquisitions and loan loss reserves.
•Supported CEO on strategic initiatives by transforming financial data into comprehensive financial models that were used to evaluate the cost/benefits of various products, ROIs, pricing, portfolio analysis and long term strategic growth.
•Assessed the effectiveness of Vantages internal control framework and implemented projects which delivered streamlined processes. Specific examples include creating reconciliation templates, developing a revenue accrual policy and the implementation of and automated financial reporting process which ensured the submission of financial statements within a 3 day close period.
•Worked directly with board members, capital markets, lenders and CEO in producing transparent financial reports and supported executive management in securing a $75 million line of credit.
Senior Financial Consultant (New York and San Francisco) Jan 2007 – April 2013
Consulting portfolio includes First Republic Bank, Union Bank, Instinet, SMEs (technology companies, construction and non profits). Responsible for the evaluation, strategy, implementation, and testing of projects within financial operations, reporting and analysis.
•Implemented the internal controls/processes of a Fortune 500 accounting department to produce a streamlined financial reporting package to reduce management review time to meet deadlines. The revised end to end workflow included reconciliations, standardized reporting templates and variance analyses.
•Developed and implemented a strategy for integrating recently acquired subsidiaries into the accounting and SEC reporting system for a major financial services firm.
•Created financial processes/internal controls and standard operating procedures around change management for the financial reporting department so that they could keep ahead of emerging technical accounting guidance.
•Developed and implemented a strategy for upgrading a public company’s reporting system to an automated system (Hyperion). Benefits of the new system included reduced preparation time which allowed staff to focus on analysis and accelerated preparation and review times.
•Demonstrated the benefits of changes to members of the finance team by coaching and mentoring them on revised processes which ensured that best practices were adhered to across the department.
Barclays Global Investors Finance Project Manager (San Francisco) March 2005 – Oct 2006
•Assessed the internal control framework of the Company under Sarbanes Oxley and developed remediation plans across functional departments (IT, Risk, Finance and Human Resources)
•Assisted the Technical Accounting Director with emerging accounting guidance under US GAAP and IFRS
•Provided direct oversight and project management for technical accounting and operational projects including IFRS and SOX
•Developed a budgeting system for IT project management.
KPMG Senior Auditor (London) July 2001 – July 2004
•Managed client audit engagements ranging from fieldwork design to the generation of statutory accounts.
•Audited a variety of companies such as WorldCom, Panasonic, General Motors and other small and medium sized enterprises
•Performed reviews and testing with a specific focus on IFRS and Sarbanes Oxley compliance
•Prepared corporate tax returns
FINANCE SKILLS
Financial modeling
Cash flow forecasting Valuation Corporate finance Capital markets Securitizations
ACCOUNTING SKILLS Systems implementation Internal Controls Financial Reporting SEC Reporting Mergers & Acquisitions General Ledger Budgeting Variance Analysis US GAAP IFRS
IT
Dropbox
Quickbooks Excel Hyperion Bills.com Salesforce Intacct
EDUCATION
Institute of Chartered Accountants of Scotland 2004
University of Wales (Cardiff, Wales) 2000
•Full scholarship awarded by City of Cardiff
•Masters of Science, Planning and Environmental Policy
University of York (York, England) 1999
Bachelor of Science, Economics
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