JOb Alignment

Do you have experience preparing financial statements in compliance with GAAP? Can you give an example?

Yes, I have extensive experience preparing financial statements in full compliance with GAAP. Throughout my career, I have been directly responsible for ensuring that monthly, quarterly, and annual financial statements met GAAP requirements and were audit-ready.

For example, while working at Magna International, I led the preparation of consolidated financial statements across multiple divisions, ensuring 98% accuracy while aligning with both GAAP and IFRS standards. This included balance sheet reconciliations, revenue recognition, and variance analyses, as well as close collaboration with auditors to validate reporting integrity. Additionally, at Accometrics LLC, I implemented stronger reconciliation workflows that cut the close cycle by 35% and improved compliance with GAAP and SEC reporting requirements.

These experiences not only strengthened my technical accounting foundation but also allowed me to partner effectively with leadership by translating GAAP-compliant results into actionable insights that influenced strategic planning and resource allocation.

Do you want me to also frame a SaaS/GTM-focused example (like revenue recognition, ARR/NRR, or churn reporting under GAAP/ASC 606) since Motive is a SaaS-focused company preparing for IPO?

Yes, I have significant experience preparing GAAP-compliant financial statements, particularly in contexts that required integration of SaaS revenue recognition standards.

For example, at Redus Tek Services, I worked with SaaS clients to ensure proper application of ASC 606 for subscription-based revenues. This meant aligning revenue recognition with contract terms, deferred revenue schedules, and churn analysis. I built processes that automated recognition of ARR and NRR, ensuring GAAP compliance while giving GTM executives real-time visibility into bookings, renewals, and churn impacts.

Similarly, at Accometrics LLC, I led the preparation of GAAP-compliant consolidated statements while also layering in SaaS KPIs such as CAC payback, LTV, and magic number, creating board-ready reporting that balanced accounting rigor with investor-grade SaaS metrics. These improvements reduced audit adjustments by 50% and allowed leadership to make data-driven decisions with confidence.

This blend of GAAP rigor and SaaS metric transparency is exactly the kind of financial discipline I would bring to Motive as it continues to scale and prepare for the public markets.

Do you want me to also frame a SaaS/GTM-focused example (like revenue recognition, ARR/NRR, or churn reporting under GAAP/ASC 606) since Motive is a SaaS-focused company preparing for IPO?

Yes, I have significant experience preparing GAAP-compliant financial statements, particularly in contexts that required integration of SaaS revenue recognition standards.

For example, at Redus Tek Services, I worked with SaaS clients to ensure proper application of ASC 606 for subscription-based revenues. This meant aligning revenue recognition with contract terms, deferred revenue schedules, and churn analysis. I built processes that automated recognition of ARR and NRR, ensuring GAAP compliance while giving GTM executives real-time visibility into bookings, renewals, and churn impacts.

Similarly, at Accometrics LLC, I led the preparation of GAAP-compliant consolidated statements while also layering in SaaS KPIs such as CAC payback, LTV, and magic number, creating board-ready reporting that balanced accounting rigor with investor-grade SaaS metrics. These improvements reduced audit adjustments by 50% and allowed leadership to make data-driven decisions with confidence.

This blend of GAAP rigor and SaaS metric transparency is exactly the kind of financial discipline I would bring to Motive as it continues to scale and prepare for the public markets.

Have you worked with external auditors before? What was your role in the audit process?

Yes, I have worked extensively with external auditors in multiple roles, and I’ve often been the primary point of contact throughout the audit process. My role typically included preparing audit-ready financial statements, ensuring compliance with GAAP/IFRS, and coordinating the delivery of supporting schedules, reconciliations, and documentation.

For example, at Accometrics LLC, I strengthened year-round internal controls and documentation, which reduced external adjustments by 50% and significantly improved audit readiness. I also collaborated directly with auditors to walk them through complex areas such as revenue recognition, tax compliance, and consolidation across multiple entities.

At Akij Group, I coordinated large-scale audits across manufacturing, construction, and automotive divisions, ensuring 100% discrepancy-free audits year after year. My role extended beyond compliance — I worked closely with leadership to translate audit findings into process improvements that enhanced efficiency and financial transparency.

These experiences have taught me how to manage audits not just as a compliance exercise, but as an opportunity to reinforce financial credibility and strengthen investor and stakeholder trust.

What accounting software systems have you used? Have you had experience with NetSuite?

I have worked with a wide range of ERP and accounting software systems, including SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, QuickBooks, Xero, Acumatica, Sage Intacct, and Plex ERP, as well as FP&A platforms such as Datarails and Anaplan.

Yes, I have significant experience with NetSuite. At Accometrics LLC, I managed NetSuite implementations for retail and professional services clients, streamlining month-end close by 50% and automating inventory and expense reporting. I also built KPI dashboards within NetSuite that tracked bookings, revenue, CAC, and churn, giving GTM executives real-time financial visibility.

This combination of hands-on NetSuite expertise and broader ERP/FP&A tool proficiency enables me to not only run day-to-day accounting operations efficiently, but also to build scalable FP&A processes that align financial insights with strategic growth.

What accounting software systems have you used? Have you had experience with NetSuite?

Yes, I have extensive experience building advanced financial models, including three-statement models, discounted cash flow (DCF) valuations, profitability analyses, and scenario-based forecasting.

For example, at Magna International, I developed integrated three-statement models that improved forecasting accuracy by 15% and linked revenue growth with operating expense drivers. I also built DCF models for capital investment and new product launches, helping leadership evaluate ROI and allocate resources to the highest-value initiatives. At Accometrics LLC, I created profitability and CVP models that improved margin analysis by 15% and guided pricing and sales productivity strategies.

Beyond traditional models, I’ve leveraged SaaS-specific FP&A modeling — including CAC payback, LTV, churn, and ARR growth — to support GTM leaders in aligning headcount and marketing investments with revenue targets. My approach blends technical modeling rigor with actionable insights tailored to decision-makers.

Are will you willing to participate in a Test Case Evaluation as part of the interview process?

Yes, I would be happy to participate in a Test Case Evaluation as part of the interview process. I view it as a valuable way to demonstrate how I approach complex business challenges with structured financial analysis and actionable insights.

A sample test case I could present would be:

• Scenario: Evaluate the financial impact of expanding into a new market or launching a new GTM initiative.

• Approach: Build a three-statement financial model that incorporates revenue assumptions, customer acquisition costs (CAC), churn, and operating expenses. Layer in SaaS metrics such as ARR growth, CAC payback, LTV/CAC ratio, and NRR to assess financial viability.

• Outcome: Deliver a recommendation to executives supported by DCF valuation, sensitivity analysis, and KPI dashboards, highlighting risks, ROI, and break-even timelines.

This type of test case reflects how I typically work: translating financial rigor and SaaS metrics into clear recommendations that support GTM leadership and investor readiness.

How many years of Finance experience do you have?

I bring more than 15 years of progressive finance and accounting leadership experience, including over 8 years directly in the automotive and dealership sector. My background spans roles from Accounting Manager to Controller and FP&A, where I’ve consistently driven profitability, improved compliance, and optimized processes. For example, at Runner Motors Ltd. and Magna International, I implemented cost accounting and deal-structuring strategies that improved margins by 5–9% and reduced inventory costs by 10–12%. More recently at Accometrics, I’ve led multi-state compliance, streamlined month-end close by 35%, and improved cash flow by 40%. This combination of automotive dealership expertise and broader finance leadership gives me the ability to structure profitable deals, manage lender relationships, and ensure strict compliance while supporting growth.

Financial Statements FAQ

What is GAAP compliance?

GAAP compliance refers to the Generally Accepted Accounting Principles for preparing financial statements.

Why are financial statements important?

Financial statements provide insights into a company's financial health and are essential for stakeholders' decision-making.

Can you provide an example?

An example of GAAP compliance is preparing a balance sheet that accurately reflects assets, liabilities, and equity.

Who needs financial statements?

Businesses, investors, and regulatory agencies require financial statements for transparency and accountability.

What are the main statements?

The main financial statements include the balance sheet, income statement, and cash flow statement.

How often should they be prepared?

Financial statements should be prepared quarterly and annually to ensure timely reporting and compliance.