Experience22+ Years
Executive Overview
I’m an accomplished public company finance executive who helps SaaS and enterprise software companies grow from startups to multi-billion-dollar public companies. I provide hands-on IPO guidance, help scale high-performance teams, and build strong cultures to enable sustainable growth. In 20 years, I’ve moved from Big 4 accounting firms into the C-Suite and help start-up companies as a Board Advisor, where I advise on organizational structure, talent acquisition, and financial operations.
Career Timeline
- SigmaCurrentJun 2024–Present· 2 yrs 3 mos
- Group Chief Financial OfficerCurrentJun 2024–Present
- TripalinkCurrentJun 2022–Present· 4 yrs 3 mos
- Advisor to the BoardCurrentJun 2022–Present
- Operator Collective ?CurrentFeb 2022–Present· 4 yrs 7 mos
- Limited PartnerCurrentFeb 2022–Present
- Wisemont CapitalCurrent2018–Present· 8 yrs 8 mos
- Limited PartnerCurrent2018–Present
- Mar 2021–Jun 2024· 3 yrs 3 mos
- Senior Vice President, Chief Accounting OfficerMar 2021–Jun 2024
- Jun 2013–Mar 2021· 7 yrs 9 mos
- Senior Vice President, Chief Accounting OfficerJul 2019–Mar 2021
- Vice President, Corporate ControllerMar 2017–Jul 2019
- Senior Director, Interim ControllerNov 2016–Mar 2017
- Director, SEC Reporting, Revenue, and SOXJul 2014–Nov 2016
- Director, SEC ReportingJun 2013–Jul 2014
- Jul 2004–Jun 2013· 8 yrs 11 mos
- Senior Manager, Information TechnologyJul 2004–Jun 2013
Education
Master's degree
Accounting
Washington State University - College of Business and EconomicsBiochemistry
University of DelawareBachelor of Science (BS)
Chemistry
Tsinghua UniversityExecutive Relationship Map
Reports To
Christina Liu
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
U.S. Generally Accepted Accounting Principles (GAAP)Team LeadershipFinancial AnalysisRestructuringManagementU.S. SEC FilingsFinancial ModelingAccountingExternal AuditUS GAAPSEC filingsGAAPSoftware as a Service (SaaS)Financial ReportingInternal ControlsSarbanes-Oxley ActSarbanes-OxleyIncome TaxRevenue RecognitionGenerally Accepted Accounting Principles (GAAP)