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What I Do ⚙️
I am part of BPM LLP's Technical Accounting & IPO Readiness Advisory practice where I help high-growth startups and public companies make sense of the complex financial rules that come with scaling and going public.
From revenue recognition and lease accounting to equity and stock-based compensation, I help clients turn complicated accounting guidance into clear, actionable insights. My work bridges technical detail and big-picture strategy, supporting CFOs, controllers, and founders as they prepare for audits, investor due diligence, and SEC filings.
I've been part of engagements ranging from pre-IPO readiness projects to multi-billion-dollar financial reporting transformations, working with clients across the Financial Services, Technology, Consumer Goods, and Insurance sectors.
At its core, my work is about helping companies build trust -- with investors, regulators, and the markets, by turning financial complexity into transparency and insight.
Expertise Snapshot 📝
1
ASC 606 Revenue Recognition
I work closely with high-growth technology, fintech, and SaaS clients to navigate the complexities of ASC 606. My work involves analyzing multi-element arrangements, variable consideration, and usage-based or milestone-driven contracts to determine the proper timing and pattern of revenue recognition.
I prepare and co-author technical accounting memos addressing key topics such as principal versus agent considerations, contract modifications, and stand-alone selling price allocations.
Beyond technical analysis, I also help clients operationalize revenue recognition by partnering with finance and operations teams to design scalable policies and process documentation that withstand both audit scrutiny and investor due diligence.
ASC 842 Leases
2
Supporting clients across the financial services, retail, and consumer goods sectors, I've led and participated in end-to-end lease accounting implementations under ASC 842. This includes identifying embedded leases in service contracts, building right-of-use asset and liability schedules, and evaluating discount rate assumptions.
I collaborate directly with controllers and FP&A teams to design internal workflows that automate data collection, minimize manual errors, and improve month-end close efficiency.
3
Equity and Complex Transactions
I research and draft technical memos on topics such as SAFE and convertible note conversions, preferred stock classifications, and share-based compensation. My work includes analyzing capitalization tables, determining the appropriate treatment of modifications, and supporting the accounting for complex equity structures as companies grow or prepare for funding rounds.
I partner closely with CFOs, legal counsel, and valuation specialists to ensure consistency across the financial statements, board materials, and investor communications.
IPO Readiness Advisory & Financial Reporting
4
I advise high-growth and pre-IPO companies through the rigorous process of becoming public-ready, bridging the gap between technical accounting compliance, investor expectations, and operational scalability.
My work centers on helping clients translate private company financials into SEC-compliant reporting. This includes assisting with S-1 registration statement preparation, pro forma financials, and detailed footnote disclosures that align with SEC and PCAOB standards. I've helped management teams assess accounting policies and historical adjustments to ensure consistency across periods and develop clear, investor-ready narratives in their MD&A sections.
I also play a hands-on role in identifying gaps in internal controls designing implementation roadmaps, and coordinating across audit, tax, and valuation teams to meet the accelerated timelines of IPO preparation. Beyond the financial statements, I work with finance leaders to strengthen close processes, document accounting positions, and prepare the organization for the ongoing demands of being a public company, from quarterly reporting to SOX readiness.
Work Summary 🏢
Technical Accounting & IPO Readiness Associate, BPM LLP
09/2025 - Present | San Francisco, CA
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Provide implementation support for new accounting standards, including contract analysis, lease abstraction, and preparation of detailed amortization schedules for both operating and financing leases.
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Support IPO readiness projects, including audit preparation, S-1 support, and financial statement tie-outs, helping clients navigate the transition from private to public reporting environments.
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Draft and author technical accounting memos on ASC 606 (Revenue Recognition), ASC 842 (Leases), and equity transactions, ensuring accurate reporting and audit compliance.
Assurance Intern, EY
05/2023 - 08/2023 | San Francisco, CA
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Performed substantive testing of revenue recognition, PP&E, and accrued liabilities, identifying key variances and reconciling discrepancies between client trial balances and audit schedules.
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Assisted in internal control walkthroughs and documentation under PCAOB standards, helping streamline testing procedures across multiple audit areas.
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Strengthened technical knowledge of U.S. GAAP, PCAOB auditing standards, and client communication protocols, laying the foundation for complex accounting work in IPO readiness and advisory engagements.
Corporate Innovation Intern, Microsoft
02/2022 - 05/2022 | San Francisco, CA
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Collaborated with Microsoft's GroupMe product and education partnerships team to drive adoption of digital community tools across U.S. higher education institutions.
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Conducted market research and data analysis on student communication patterns, using insights to inform feature recommendations and engagement strategies. Successfully pitched and sold GroupMe to 12 community colleges in Northern California, achieving a 7% increase in active campus users.
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Strengthened skills in B2B product strategy, education technology, and data-driven marketing.
Digital Marketing Intern, FIFA
08/2021 - 02/2022 | San Francisco, CA
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Supported FIFA's digital engagement team in promoting the 2022 World Cup through content strategy, analytics, and fan community outreach
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Conducted content performance analysis to identify top-performing themes and audience behavior patterns
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Gained hands-on experience in global sports marketing, audience analytics, and digital storytelling within one of the world's most recognized sports brand.
Digital Marketing Intern, Activly
04/2021 - 12/2021 | Remote, CA
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Worked with a fast-growing lifestyle and fitness startup to expand its online presence and strengthen brand engagement through digital storytelling.
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Conducted competitive analysis and content audits to refine Activly's digital strategy and positioning within the wellness industry.
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Designed marketing collateral and email newsletters that increased user retention and improved conversion from social channels to app downloads. Strengthened hands-on skills in content marketing, performance analytics, and brand storytelling.
Campus Ambassador, Morning Brew
09/2021 - 12/2021 | San Jose, CA
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Organized a mock investment competition attracting over 120 participants, encouraging financial literacy and hands-on investing experience among students.
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Executed digital and on-campus campaigns that drove over 300 new student subscriptions in one semester.
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Developed practical experience in grassroots marketing, event coordination, and financial education outreach, connecting students with accessible business journalism.
Campus Ambassador, The Economist
05/2021 - 08/2021 | San Jose, CA
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Partnered with 10 campus organizations to co-host virtual panels, case study discussions, and article debate on global business and policy topics
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Led outreach campaigns that generated 200+ new student subscriptions and strengthened The Economist's academic readership on campus.
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Developed a passion for connecting business education with social context, reinforcing the value of informed, globally-minded perspectives,
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