Roxannes experience also includes over six years in the biotechnology industry and completion of an IPO. John is a critical thinker and understands the importance of effectively leveraging business applications and creating efficiency through best practices and continuous business process improvement. In that capacity, Dave supports the CX leadership team in the vision and growth of the newly launched entity. The combination of humanities and business backgrounds enables him to have unique perspectives on issues. Our IPO and SPAC client base has raised over $35B in IPO proceeds at a $265B valuation when going effective. Prior to joining Connor Group, Roxanne was Senior Vice President of Finance and Chief Accounting Officer for Glam Media, Inc., where she managed a global finance team and had particular success in global finance systems implementations. Maisha is a Certified Public Accountant (California-inactive) and graduated from the University of California, Berkeley with a BS degree in Business Administration. Jeff is a Managing Director at Connor Group. Landon has extensive experience leading teams in performing efficient and effective accounting close processes. Corey is a Partner in Connor Group's Financial Operations practice. Prior to joining Connor Group in Boston, Brians past roles have included director positions at CFGI, Robert Half, and a regional firm. Jonathan is a Certified Public Accountant (California) and graduated with his Master of Accountancy from Brigham Young University. He graduated valedictorian from San Joaquin College of Law with a JD and with honors from the California State University Fresno with a BS in Business Administration. Anthony understands the importance of effective Project Management and Stakeholder Engagement, through each phase of the project lifecycle and has extensive process knowledge across operational finance (order-to-cash, procure-to-pay, and record-to-report). Athena graduated from McGill University and a Chartered Professional Accountant (Ontario, Canada). In addition to his time in the private sector, he last served as a manager at Ernst & Young in the San Francisco office, serving both multi-national and small companies in technology, retail products, and real estate sectors. Prior to PWC, Ken was the Director of Financial Reporting for Black & Decker. Maisha has led numerous high profile engagements related to finance function improvement, system implementations including NetSuite and Blackline, controls improvement and SOX, IPO readiness and organizational design. Some of the other subject matter areas with which he has assisted clients include revenue recognition, inventory existence costing and valuation, stock-based compensation, budgeting and forecasting, accounting for income taxes, calculating EPS and cash flow statement preparation. Mark is a Director in Connor Groups Technical Accounting group. Roxanne leads the FinOps practice in our ASC 606 initiatives helping clients operationalize and systemize the new accounting policies and processes. Prior to joining Connor Group, Mark spent approximately six years overseeing Technical Accounting and SEC Reporting for Healthpeak Properties, Inc., an S&P 500 company. Anthony is a Director at Connor Group serving in the Financial Operations (FinOps) practice. Mike has extensive experience with revenue recognition, business combinations, consolidation and variable interest entities, complex debt and equity arrangements, derivatives, goodwill and intangibles, inventory and related reserves, stock-based compensation, financial statement preparation and SEC Reporting. Prior to joining Connor Group, Puneet worked at PwC, KPMG, and Progressive Insurance where his work focused on internal audit, risk, and compliance services. All rights reserved. Carlin is a Director in Connor Groups Managed Services practice. Tyler is a Director in Connor Groups Financial Operations practice. Chel holds a Master of Professional Accountancy degree from the University of Miami and is a licensed CPA in the states of Colorado and Florida. Diana has led large scale global ERP System implementations and optimization projects for multiple bio-tech companies, as well as software/SaaS, and services companies. He has extensive experience in buy and sell-side cross-functional due diligence, merger integration, carve-outs and divestitures, purchase and transition services agreement negotiations, post-close dispute resolution, financial analysis and modeling, process improvement, and cash planning and management. He has experience in multiple industries, including financial services, manufacturing, transportation, retail, construction and energy. Jeff is an industry leader and a subject matter expert in revenue recognition. Greg brings more than 23 years of Biotech experience from global pharmaceutical companies all the way down to advising and founding early-stage biotech companies. J. Alan is a Director in Connor Groups Business Development practice. Anders started his career with PwC where he spent over nine years in total in the audit practice in Sweden and United States serving public and private companies in a variety of industries and thereafter held accounting and financial reporting positions for several public companies in the DC metro area. Denice is a Director in Connor Groups Managed Services practice. He graduated with a Master of Accounting from the University of Southern California, and a Bachelor of Science in Accounting from the University of Utah. Jim is active with multiple NFL player initiatives, mentoring NFL players and business coaching with both the San Francisco 49ers and the Las Vegas Raiders. He has in-depth familiarity with issues affecting emerging growth companies, both private and public, in the technology, software, cloud, clean energy, biotechnology and pharmaceutical industries. He launched and grew this practice to over 100 client serving professionals across multiple states and regions. Russ is a Partner in Connor Groups Technical Accounting practice and is building the Connor Group presence in the DC metro. Matt is a Certified Public Accountant in Massachusetts and graduated from Fairfield University with a B.S. Adriana came to Connor Group with an impressive tenure working both for Ernst & Young and PwC in Silicon Valley providing advisory consulting services and assurance services to some of the largest technology companies in the world. Prior to joining Connor Group, Amanda spent 10 years with PwC. Prior to Connor Group, Rochelle worked at Deloitte & Touche, LLP most recently leading their Southern California Accounting & Reporting Advisory Services division and also served in their global offering services practice in London, U.K. and their National Office Accounting Consultation practice in San Francisco, CA. Prior to joining Connor Group, Wendy was COO of Octavia Wellness (acquired by Caliva), and held executive roles at Fandom (formerly Wikia), Fox Interactive Media and Glam Media, Inc. Willie is a Managing Director in CX, a sister company of Connor Group. Laura is a Certified Public Accountant (Georgia). Jonathan is a Partner in Connor Groups Financial Operations practice. Lauras responsibilities include all strategic and tactical marketing efforts of the firm. Some of his experiences included leading his team through challenging first-year audits with Big 4 firms, a first-year public company audit and SOX implementation after a fast-paced IPO, multiple systems and ERP implementations, and the build-out of budgeting and FP&A functions. Catherine is a Director in Connor Groups Technical Accounting and IPO Services practice providing her clients with assistance on complex technical accounting issues and helping them through the S-1 filing process. He has extensive experience with revenue recognition (including ASC 606/IFRS 15) and application of accounting guidance to both public and private companies in the technology and services industries. She holds a JD/MA in Law and Economics, a BS in Economics with a concentration in Accounting and Finance. Srinivas has led numerous enterprise integration engagements between latest and greatest cloud based and onpremise application including Sales force, NetSuite, Intacct, Workaday, ADP, Coupa etc. Connor Group refers to the global organization, and may refer to one or more of the member firms of Connor Group Global Services, LLC, each of which is a separate legal entity. Jeff earned an MBA from the University of Southern California (USC) and a Bachelors degree from the University of California, Irvine. In the winter, it is usually to find a new place for food and wine. He is a serial entrepreneur helping create, organize and manage companies from the ground up. He is also responsible for interactions with regulatory organizations and several of our business alliances. Roxanne also assists clients through introducing and improving business processes and preparing the finance organization for the public company environment, including the financial planning functions. Erin is a Director in Connor Groups Technical Accounting and IPO Services practice. Jaron graduated with a Bachelors of Business Administration in Finance from Brigham Young University and Masters in Business Administration from St. Marys College. Keyur is a Certified Public Accountant (NY - Active) and graduated with his Bachelors in Accounting from the Pennsylvania State University. in Accounting from Santa Clara University. Deepika has led numerous projects for high-growth companies in the areas of close process optimization, public company readiness, internal controls and system implementations and optimizations. Diana project managed systems selection & implementations for Budgeting & Financial Reporting tools. Corey is a Certified Public Accountant and began his career with PwC, providing financial auditing services to a combination of high technology, medical device, retail, and manufacturing companies from pre-IPO to multi-billion dollar publicly held corporations. In her role as systems lead, Roxanne is also responsible for our NetSuite practice where we are the proud recipient of the NetSuites 2018 Partner of the year for Software/Technology Vertical. While at Connor Group, Diana has helped clients with business process re-engineering, financial systems implementations, close process improvements, and internal controls assessments, and has been an active NetSuite system administrator for our clients. This website uses cookies to provide necessary site functionality and improve your online experience. Jordan is a leader in Connor Groups BlackLine practice and is a certified BlackLine Implementation Partner. Erin has extensive experience in technical accounting and financial reporting matters, including business combinations, variable interest entities, derivatives and hedge accounting, and financial statement preparation. Maisha brings over 20 years of experience in finance & accounting operations, finance strategy, business process improvement and organizational effectiveness. Jordan is a Director in Connor Groups Financial Operations practice. Erin is a Certified Public Accountant in Illinois and Texas and graduated from Boston University with a B.S. He has significant experience in leading large accounting and finance teams in large technology companies leveraging the latest smart data driven technologies. He has significant experience implementing systems, processes, and controls in complex and fast paced environments. She has worked for clients within the education, media, manufacturing, high-tech, and life science industries. By using this website, you agree to use the cookies as outlined in. Jeff started his career as a Certified Public Accountant with Ernst & Young in Palo Alto after graduating in Accounting from Brigham Young University Magna Cum Laude. Prior to Connor Group, Denice spent over 20 years in industry in a variety of accounting leadership roles; most recently as Director of Corporate Accounting for T-Mobile through the merger with Sprint. While in the National Office, Dom consulted on a variety of technical accounting issues including leasing, debt and equity financing transactions, embedded derivatives, the statement of cash flows, foreign currency, and private company accounting alternatives. Joey graduated with a bachelors degree in Business Administration from the San Jose State University in 2009. Some of his main clients while at Connor Group include the successful IPOs of Brilliant Earth, Hydrofarm, Fitbit and Coupa, as well as a NetSuite implementation project at Spotify. Russ is also a CPA in Virginia. From there, she went on to attend St. Marys of California, graduating with a degree in Business Management. Brian is a Director in Connor Group's Business Development practice. Prior to working at Connor, Robert spent 6+ years working at various companies in the software and biotech industries in Silicon Valley. In this role, he provides guidance and leads client service engagements on a variety of technical accounting issues including leasing, debt and equity financing transactions, revenue recognition, business combinations, embedded derivatives, foreign currency, stock and employee compensation, and new accounting standard implementation. Jared has extensive experience managing and executing financial statement audits, initial and secondary public and private debt and equity offerings, mergers and acquisitions and technical accounting and financial reporting. Maria is a Director in Connor Groups Financial Operations practice. Markham has helped start or re-create four SaaS internet startups in both B2B and B2C spaces. Rochelle has experience in multiple industries, including life sciences, financial services, real estate and consumer products. He has significant experience with technical accounting, M&A, IPOs, restatements, and bankruptcies as well as public company readiness/internal controls. He serves as an expert advisor to company executives and Board members on accounting and business operational matters. Prior to joining Connor Group in New York, Jordan worked for Blue Apron as Senior Manager of Finance and Investor Relations. Brandon graduated with a J.D. He has expertise in IPOs, SOX, financial transformation, and process optimization. He leads all involved initiatives and processes, including but not limited to the coaching, onboarding, and CX+ among other areas. Jesse has extensive experience in distilling complex ASC 606 concepts in a manner relatable to all business functions. Her debut book is titled, Hello Universe, Its Me. He was a recipient of the 2012 AICPA Elijah Watt Sells Award for top exam performance on the CPA exam. He has significant experience implementing systems, processes, and controls in complex and fast paced environments. Jason graduated from the University of Cape Town with Honors in Finance and Accounting. He leads all aspects of Connor Groups human resources strategy including talent acquisition, retention, compensation and benefits, communications, and promoting an inclusive and diverse firm culture. He also implemented a companywide management fee structure for tax compliance and was integral in the implementation of other technical accounting matters such as ASC 810 consolidation/VIE considerations, ASC 842 lease treatment, and joint venture acquisition. Maria was a senior auditor with KPMG before spending 15 years in various positions, including that of a Controller at a software company and as a Senior Manager of Technical Compliance for an international media group. While in industry, Willie gained hands-on experience with the IPO process, debt offerings, equity offerings, and numerous acquisition and divestiture transactions. He has extensive experience with revenue recognition, lease accounting, business combinations, goodwill and intangibles, public equity offerings, and stock-based compensation. Prior to Connor Group, Markham has helped start and build multiple software professional services firms, developing multiple multi-million dollar SAP, Oracle & PeopleSoft implementations across various industries. Jaron is a Partner in Connor Groups Research and Development practice. Wendy is a Director at Connor Group serving in the Financial Operations (FinOps) Systems Services practice. Roxanne started her career at Coopers & Lybrand in San Jose (now PwC) and is a licensed CPA in California (inactive). Lauren partners with clients senior finance executives in fast-paced, high-growth environments to provide strategic solutions to a variety of operational accounting challenges pertaining to people, processes and systems. in Accounting and a M.S. Puneet graduated with his Master of Business Administration and Master of Accountancy from Cleveland State University and speaks 3 languages (English, Hindi, and Punjabi). Dom is also a member of the FASB Small Business Advisory Committee and is a developer and presenter of training classes for external and internal audiences and a presenter at accounting conferences. Jaron is a big innovative thinker and understands the importance of effectively leveraging technology to scale business growth. At that time, my wife and I took some time off work in order to travel the world and visit 13 countries in 6 months. Creating revenue recognition policies and other documentation; Providing deal desk and contract review services; Assisting with all aspects of the OTC cycle. Keyur is a Partner in Connor Groups Technical Accounting and IPO Services group providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Before joining Connor Group, Corey was a partner with a global audit, tax, and consulting firm, advising pre- and recently-IPOd companies all the way to well-established public and private entities around governance, internal controls, and business process improvement. Mallar has extensive experience with implementation of ASC 606, Revenue Recognition, ASC 842, Leases and ASC 326, Credit Losses standards, including evaluation of ongoing internal controls and disclosure processes as well as operational implementation of new accounting standards. In addition, Randa was an Audit Senior Manager at Ernst & Young in California and Greece where her primary responsibilities were the preparation of financial statements under US GAAP and IFRS as well as technical review of IFRS financial statements for Ernst & Youngs Southeast Europe offices. He also has experience assisting clients with pre-filing and waiver letters, as well as the interpretation of SEC comment letters and advice on responses. Maria works across all finance functions helping our clients define their ERP requirements and efficiently manage the selection process for the best fitting ERP. She graduated with a Bachelor and Master of Economics from Saint-Petersburg State University and a Bachelor of Accountancy from ACCA. Jim is the Managing Partner at Connor Group, the #1 Accounting Advisory firm in the world for IPOs, SPACs, and high-growth companies. Jenna is a Partner in Connor Groups Financial Operations practice with a focus on Digital Solutions. He has significant experience in technical accounting, SEC reporting, and SOX compliance. Prior to joining Connor Group, Jeff was Senior HR Business Partner at Hamilton Company, a global biotech company headquartered in Reno, NV with over 2,500 worldwide employees. Willie has extensive experience with share-based compensation, accounting for debt modifications, and business combinations. Prior to joining Connor Group, Sebastien was a director in both PwC and EYs deals practices in Boston. Lauren has worked with both public and private companies in multiple industries with a focus in the technology space. Chel is a Managing Director in CX, a sister company of Connor Group, where she is heading up the CX BD team and focused on the marketing and expansion efforts of this new entity. Melinda is a Director at Connor Group Digital Solutions practice and has over 20+ years of experience in business management and consulting. Ravi has extensive experience in working with complex debt and equity transactions, consolidations, business combinations, leasing, revenue recognition (including ASC 606/IFRS 15), and public private partnerships (PPPs) under both US GAAP and IFRS. Laura was an advocate for diversity, equity and inclusion initiatives and an active leader in the PwC Atlanta Womens Inclusion Network. Maria brings to the client a unique blend of accounting expertise, practical systems user experience and broad, technical ERP knowledge. Prior to working at Connor, Jennie was an Inspection Specialist at PCAOB. Athena has extensive experience with lease accounting, revenue recognition, stock-based compensation, complex debt and equity arrangements, business combinations, public and private financial statements preparation, and SEC filings. You also have the option to opt-out of these cookies. Prior to working at Connor Group, Michele has worked as a technical accounting consultant at RSM, an assistant controller at a public company, and an audit professional with PwC. Jo is a Partner in Connor Groups Technical Accounting and IPO Services practice assisting clients with resolution of complex technical accounting issues, audit and IPO readiness and S-1 filing process. David has worked extensively on international deals, particularly in Latin America. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. Additionally, Aleks is part of the AICPA Digital Assets Task Force, which develops nonauthoritative accounting and auditing guidance for cryptocurrencies, tokens, and other assets. Tatiana has an extensive experience with respect to different technical areas such as revenue recognition, including ASC 606 adoption, leases, complex debt and equity arrangements, business combinations and assets acquisitions, share-based compensation, carve-outs, public and private financial statements and SEC filings. Prior to joining Connor Group, Kelly worked in the technology strategy practice at Deloitte where she assisted clients in developing ERP transformation programs. Ursula has over 20 years of consulting, direct industry and Big-4 experience in finance & accounting, strategy, business process improvement, financial operations and organizational effectiveness. Jareds attention and dedication to his clients needs coupled with his concern and interest for his network of candidates have allowed him to establish key long-term working relationships. Michele is a Partner in Connor Groups Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Tim is also a Big 4 alum, where he worked on integrated audits of both public and private companies. He has over 20 years of combined public accounting and industry experience, mainly in audit services, technical and operational accounting, financial reporting, and internal controls. Ursula is a Certified Public Accountant (inactive) and began her career with Ernst & Young, providing auditing and consulting services to primarily high technology companies, including early stage start-ups and multi-billion dollar publicly held corporations. Jesse graduated from Brigham Young University holding both Bachelors and Masters degrees in Accounting and is a Certified Public Accountant in Colorado. She is a certified NetSuite Administrator, Multi-book authorized and is a certified BlackLine Implementation Partner. Tims diverse background includes working both internally and externally in companies across multiple sizes and industries. She also provided business, accounting, and reporting expertise to multi-national companies reporting under US and international accounting standards. Laurie is a Certified Public Accountant (CA Inactive) and graduated from University of Santa Barbara with a degree in Business and Accounting. She is an expert in designing and implementing financial systems including the processes, controls, and people to complement those systems. Prior to joining Connor Group, Athena was in the audit practice at Ernst & Young spending time in their San Francisco and Toronto, Canada offices. He brings to Connor Group clients insights beyond the accounting services which include commercialization strategies, establishing & optimizing strategic partnerships, product definition & development, product portfolio management and financial modeling & analysis. Prior to his time at Connor Group, Dave worked as an audit professional at Ernst & Young, serving both multi-national and domestic clients in technology, manufacturing, and retail sectors. Prior to joining Connor Group, Maisha worked for PricewaterhouseCoppers in the Banking, Real Estate and Leasing audit practice for 5 years. Prior to joining Connor Group, Ravi was a Senior Manager in Ernst & Youngs Financial Accounting Advisory Services practice. Chel has a diverse background working with companies from early-stage life cycles, large Fortune 500 companies, as well as supporting a company in bankruptcy. Her diverse client portfolio includes technology, media, telecommunication, industrial products, and consumer market companies ranging in size from small startups to large accelerated filers. Prior to joining Connor Group, Jenna was an Assistant Vice President of Accounting at Cantor Fitzgerald and started her career at PwC. Prior to that he was with KPMG where he helped build and maintain the Internal Audit and SOX functions for a multinational mining and manufacturing company. Rochelle also has experience in building and leading accounting policy and financial reporting departments at Healthpeak Properties, Inc., an S&P 500 company, and Pacific Life Insurance Company, a Fortune 500 company. Dom is a Certified Public Accountant (New York & New Jersey). Oleg has experience in multiple industries and has been involved in multiple IPO and other complex transaction engagements. This experience included working directly with local and multinational Partners, external hire Recruiting Managers as well as leading internal mobility efforts to identify qualified domestic and international candidates for the practice. Our mission at CX is to find, train and equip the best financial operators in the world and connect our people talent, tools, and experience to client accounting and finance teams. Jared specializes in accounting and financial operations improvement, technical accounting, public and private financing transactions, internal control over financial reporting, and financial statement reporting and process enhancements. Prior to joining Connor Group, Jeff served as a regional executive with Ernst & Young (EY) accountable for driving go-to-market strategy, financial performance, and partnering with service line leadership and client executives to develop programs aligned with strategic priorities and measurable outcomes. Since joining industry, John managed or executed SOX integrations for two multi billion-dollar acquisitions, implemented two separate SOX management tools, identified and investigated fraud and illegal acts, and transformed a SOX testing function resulting in over a million dollars in cost savings. Jared holds a Bachelor's and Master's Degree in Accounting from the University of Utah, and is a licensed CPA in the state of California. Carlin has worked in a variety of industries including retail and consumer, ecommerce, software/tech, and manufacturing. Laura is a Partner in Connor Groups Technical Accounting Practice with nearly 20 years of experience advising clients on deals and complex accounting topics. He possesses over 20 years of management consulting and Big-4 experience with expertise in cash flow optimization, cost reduction, operational process improvement, and technology enablement. Rochelle is a Partner in Connor Groups Technical Accounting and IPO Services practice managing client engagements such as IPO/SPAC readiness, the S-1/S-4 filing process, preparation of Regulation S-X compliant financial statements and providing assistance on a variety of technical accounting issues. He has 16 years experience in business transformation, program and project management and client service focus. Prior to joining Connor Group in Lehi, Jaron worked for Amazon as Director of Finance Operations and was responsible for Order to Cash for AWS. Brian is a licensed CPA in Utah and holds both a Bachelors and Masters degree in Accounting from Brigham Young University. Melinda has helped her clients transform their business to optimize Order-to-Cash processes and drive technology time-to-value. Chel was formerly the Corporate Controller for two different private organizations where she led two multi-year system implementations from initiation to project completion. Prior to joining Glam Media, Roxanne was Chief Financial Officer of Business Engine, Inc. a global software company. Cameron graduated with a Bachelors and Masters Degree in Accounting from Utah State University. Deepika also has significant experience in risk consulting, helping clients to quantify and pro-actively mitigate risks and assessing companies overall internal control effectiveness. Prior to joining Connor Group, Willie spent seven years working in senior accounting roles at various publicly traded oil and gas companies in Denver. Tim holds a Masters of Accounting degree from Brigham Young University and is a licensed CPA in the state of Washington. Robert is a Managing Director in CX, a sister company of Connor Group, serving as the culture and experience leader for the practice. Oleg is a Partner in Connor Groups Technical Accounting and IPO Services practice, assisting clients on a variety of technical accounting matters, SEC reporting, audit and IPO readiness, preparation of Regulation S-X compliant financial statements and S-1 filing process.
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