The People

A team of Big 4 Alumni and industry executives at your fingertips.

Management Team

Emeritus

"I’ve enjoyed the people, the clients, and the process, and seeing Connor Group’s growth over the years." -Connie Dias

Our Professionals

Jeff Pickett

Jeff is CEO of Connor Group and the founder of the firm. Under Jeff's leadership and vision, Connor Group has grown into a premier global provider of high-quality technical accounting, financial operations and IPO services with clients in North America, Europe, Asia and South America.

Jeff has served as a lead or senior advisory partner for many of our clients, including public and private companies and private equity firms. In these roles, he has managed initial public offerings, mergers and acquisitions, IPO filings, and complex revenue recognition. He serves as an expert advisor to company executives and Board members on accounting and business operational matters.

Jeff is an industry leader and a subject matter expert in revenue recognition. He is a frequent presenter at nationwide seminars and expert panels, a contributor to published accounting articles and a guest lecturer at Stanford University's Graduate School of Business.

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.

Aleks Zabreyko

Aleks is Partner and Strategic Markets Leader in Connor Group’s Technical Accounting and IPO Services practice. In addition to client service, Aleks focuses on the firm’s market activity in several geographies, including Boston, Chicago, Washington D.C., and Seattle. He is also responsible for interactions with regulatory organizations and several of our business alliances.

Aleks has hands-on US GAAP and IFRS experience advising clients and other Connor Group professionals in areas such as revenue recognition, complex financial instruments, leases, consolidation, business acquisitions and dispositions, stock compensation, capital markets, SEC reporting, and complex or unique transactions. 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.

Prior to his current role, Aleks founded and led our Professional Practice organization. He also directed the development of the firm’s guidance and client services in relation to the new revenue recognition rules of ASC 606.

He is a member of the Financial Reporting Executive Committee (FinREC) of the AICPA, Financial Reporting Committee of the IMA, and Auditing Practice and Accounting Standards committee of California Society of CPAs. Additionally, Aleks is part of the AICPA Digital Assets Task Force, which develops nonauthoritative accounting and auditing guidance for cryptocurrencies, tokens, and other assets. He has presented on a variety of accounting topics at conferences and webinars.

Prior to joining Connor Group in 2009, Aleks spent 17 years with the Ernst & Young audit practice. He is a Certified Public Accountant (California) and Fellow Chartered Certified Accountant (the United Kingdom).

Angela Ngo

Angela is a Director in Connor Group’s Business Development team. She brings extensive experience to Connor Group both as a Big 4 alumna and subject matter expert on financial systems.

Prior to joining Connor Group, Angela led the Product Marketing function for Zuora RevPro. She is also a CPA and spent over 6 years at EY, practicing across their Silicon Valley and London offices. She has served priority global clients such as Facebook, Farallon Capital Management, and Coca-Cola Enterprises. She has great passion for how technology can empower business agility, elevate the finance function, and improve speed and accuracy for accounting professionals around the globe.

Anne Zimmer

Anne is a Director at Connor Group serving in the Financial and Operations practice, providing assistance to clients with process improvements and maximizing the effectiveness of systems, including ERP, CRM, planning and other financial tools. Anne has extensive experience with ERP and other financial tool implementation and process improvements.

Prior to working at Connor, Anne spent 5+ years serving as Assistant Controller with various companies in several industries, such as storage, software and SAAS. In addition to her service in the private sector, Anne worked for 8 years as an audit professional at pwc in the San Jose office, serving both multi-national and small companies in high technology industries, such as, semiconductor, hardware, and biotech.

During her career Anne served clients such as Marvell Semiconductor, Verigy Ltd., Leadis Semiconductor, hifn and ESS Technology.

Anne is Certified Public Accountant (inactive) and a member of the AICPA.

Ashley Maclachlan

Director | Financial Operations Team

Barry Anderson

Barry is a Director in Connor Group's Managed Services practice. He has excelled in helping clients with a wide variety of accounting needs, including FP&A, financial statement reporting, audit preparation, and many other functions. His breadth of experience lends itself to helping clients with a wide range of needs. He also plays a pivotal role as the Head of Operations in the Managed Services practice.

Prior to joining Connor Group's Salt Lake office, Barry worked for Republic Services as a controller. Barry graduated from Brigham Young University with a Master of Accountancy degree.

Blake Collins

Blake is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. He has extensive experience with revenue recognition, lease accounting, business combinations, goodwill and intangibles, public equity offerings, and stock-based compensation.

Prior to joining Connor Group, he worked as an audit professional at Deloitte in Orange County, California, and Salt Lake City, Utah, for more than 8 years, most recently as a senior manager serving both public and private multi-national and small companies in a variety of industries. His international audit experiences include mergers and acquisitions, SEC reporting and compliance, as well as resolution of technical accounting issues.

Blake graduated from Brigham Young University holding both bachelor’s and master’s degrees in Accounting and is a Certified Public Accountant in Utah.

Brad Burch

Brad is a Partner in Connor Group’s Technical Accounting and IPO Services practice.

Brad has significant experience working with complex revenue recognition issues, share-based compensation, business combinations, variable interest entities, unconsolidated entities, complex debt and equity arrangements, derivatives, goodwill and intangible assets, financial statement preparation, and SEC reporting. Brad also has experience working with leases, fair value measurements, foreign currency translations, inventory and related reserves, and investments.

Prior to working at Connor Group, Brad was a senior manager at Ernst & Young in San Francisco. Brad is a Certified Public Accountant (California and Texas) and graduated from the University of North Texas in Accounting.

Brandon Moreno

Brandon is Chief Operating Officer and General Counsel at Connor Group. He is responsible for leadership and oversight of all legal and business operations of the firm. Brandon is a member of the firm’s Executive Committee.

Brandon graduated with a J.D. from Stanford Law School and has a B.S. in Economics from the University of Utah.

Caroline Yan

Caroline is a Director in Connor Group’s Technical Accounting and IPO Services practice. During her time at Connor Group, she has worked on engagements such as IPO readiness, S-1 filings, and various accounting assessments in complex transactions. She has developed in-depth technical knowledge of revenue recognition, lease, stock-based compensation, debt and equity financing transactions, embedded derivatives, and variable interest entities.

In addition to involving in various ASC 606 client engagements, Caroline has actively participated in Connor Group’s ongoing communication process with FASB and AICPA, developed and reviewed training materials, and co-instructed internal trainings and external conferences on matters related to various technical topics.

Prior to joining Connor Group, Caroline worked for PricewaterhouseCoopers with client engagements across semiconductor, software and internet, medical device and startup companies. Caroline is a Certified Public Accountant (California). She has a Master of Accountancy from Washington University in Saint Louis (Missouri) and Master of Science in Business Administration from Erasmus University Rotterdam (Netherlands).

Carolyn Garner

Carolyn is the Managing Director of Recruiting at Connor Group. As the head of Global Recruiting, Carolyn and her team recruit outstanding talent for Connor Group, managing and owning the full life cycle recruiting process. She has more than 12 years of experience in the recruiting industry and an additional 4 years of experience in finance. Her extensive recruiting background includes matching exceptional finance and accounting professionals with the perfect job opportunities.

Previously, Carolyn was Division Director – Accounting & Finance at a boutique recruiting firm in NYC, where she provided solutions to elite clients across various industries, adding experienced and specialized accounting professionals to their organizations. She was also Vice President – Credit Risk Finance at JP Morgan Private Bank from 2002 to 2006.

Carolyn is a graduate of Lehigh University with a dual degree in Finance and Marketing.

Catherine Gilliam

Catherine is a Director in Connor Group’s 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. Catherine has extensive experience with revenue recognition, stock-based compensation, complex debt and equity arrangements, public and private financial statements and SEC filings.

Prior to working at Connor Group, Catherine was in the audit practice at PwC spending time in their Toronto, Canada and London, England offices. Catherine graduated from Wilfrid Laurier University in Canada and is a Chartered Accountant.

Chelé Cary

Chelé is a Director in Connor Group’s Managed Service Practice. She specializes in financial process improvements, streamlining full-cycle accounting processes, ERP implementations, month-end close, and project management. Chelé has a diverse background working with companies from early-stage life cycles, large Fortune 500 companies, as well as supporting a company in bankruptcy.

Chelé 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 Connor Group, Chelé was the Corporate Controller for King Ranch where she was responsible for overseeing the accounting functions of nine business segments. Chelé started her career in EY’s assurance practice where she spent 6 years working on both private and public company audits.

Chelé holds a Master of Professional Accountancy degree from the University of Miami and is a licensed CPA in the states of Colorado and Florida.

Chris Ewbank

Chris is a Director at Connor Group serving in the Technical Accounting practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Chris has extensive experience in working with complex revenue recognition issues (including software revenue, multi-element arrangements and construction type contract accounting), stock based compensation, inventory, financial statements preparation, and SEC reporting.

Prior to working at Connor, Chris spent 6+ years serving as an audit professional at Ernst & Young in the New York City office, serving both multi-national public and private companies in technology, software and retail sectors, including “Global Priority” and “Strategic Market Growth” account(s). During his career Chris served clients such as Amdocs, Party City, Readers Digest, Fundtech and BankServ.

Chris is Certified Public Accountant (New Jersey) and a member of the NYSSCPA.

Chris LeFever

Chris is a Partner in Connor Group’s Technical Accounting and IPO Services practice. Chris provides guidance and analysis on a variety of technical accounting issues, helps clients evaluate industry best practices, and assists in the implementation of process improvements. 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.

Prior to joining Connor Group, Chris spent nine years working in senior finance roles at several technology companies. While in industry, Chris worked closely with senior executives and audit committee members on a variety technical accounting issues and business-related topics. Chris helped these companies ensure that the accounting was in compliance with US GAAP and SEC regulations, while at the same time achieving efficient and scalable policies that aligned with corporate objectives. Before his time in industry, Chris started his career in the Assurance Practice at Ernst & Young’s San Jose office.

Chris is a Certified Public Accountant in the state of California. 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.

Chris Siddoway

Chris is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with achieving IPO readiness along with various technical accounting issues. Chris has helped guide clients in multiple industries through various stages of the IPO readiness process. He also has extensive experience with revenue recognition, lease accounting, business combinations, consolidations, public equity offerings, and stock-based compensation.

Prior to joining Connor Group, he worked as an audit professional at Deloitte in San Jose, California, and Madrid, Spain, for close to 10 years, most recently as a senior manager serving both public multi-national and private companies in various technology industries. In Spain he provided PCAOB audit and SEC reporting expertise, as well as resolution of technical accounting issues, to Foreign Private Issuers and foreign subsidiaries of U.S. public companies.

Chris graduated from Brigham Young University with a bachelor’s degree in Accounting and is a Certified Public Accountant in California. He enjoys traveling, fitness, the outdoors and quality time with his family.

Christine Gustafson

Director | Technical Accounting Team

Cole Baty

Cole is a Director in Connor Group’s Technical Accounting and IPO Services practice. Cole provides assistance to clients with technical accounting issues, audit preparation and helps clients achieve IPO readiness. Cole has extensive experience with respect to different technical issues such as revenue recognition, business combinations, carve-outs, debt and equity transactions, and public and private financial statements and SEC filings.

Prior to working at Connor Group, Cole spent 6+ years serving as an audit professional at KPMG in Salt Lake City. He served both public and private companies in a variety of industries. Cole is a licensed CPA in Utah.

Daniel Corona

Daniel is a Director of External Recruiting in Connor Group’s Interim Staffing practice. Daniel brings nearly 15+ years of combined client service and accounting experience from both Corona & Associates and Ernst & Young. He earned his BA in Business Management Economics from the University of California Santa Cruz and holds a Masters of Science in Accountancy from the University of Notre Dame. Daniel provides both Perm and Interim staffing solutions for privately held and publicly traded companies in the areas of Accounting and Finance. His Specialties Include: Permanent Placement, Staffing, Direct Hire, Recruiting, Interim Services, Consulting, Technical Accounting, Audit Preparation and IPO services etc.

Danny Russell

Danny is the Senior Director of Technology at Connor Group, leading software development and IT organizations within the firm. He brings over 18 years of software development and IT management experience to this role and is passionate about building world-class software and high-functioning teams. Danny leverages his drive to excel and proven expertise to establish technology as one of Connor Group’s strategic growth platforms.

Prior to joining Connor Group in Salt Lake, Danny was a VP of Development at Identifix, a Solera company. His focus was on growing a global team which created innovative solutions, making Danny a key driver in expanding the product portfolio for this industry-leading company. His experience with a variety of software start-ups and his deep technical knowledge provide an ideal foundation for Danny’s role in the growth and development of Connor Group.

Dave Butler

Dave is the Practice Leader of Managed Services at Connor Group. In that capacity, Dave supports all of the firm’s client-serving professionals with technical accounting expertise and knowledge in complex areas. In addition, Dave contributes in the firm’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Dave has extensive experience working with complex revenue recognition issues (including multiple-element arrangements, software revenue recognition, and contract accounting), business combinations and acquisition integration, reverse acquisitions, complex financial instruments and embedded derivatives, share-based compensation, accounting for complex debt and equity financings, debt modifications and restructurings, financial statements preparation, and SEC reporting.

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.

Dave graduated from Brigham Young University with a both a Bachelor’s and a Master’s degree in Accounting. He is a Certified Public Accountant (Utah) and a member of both the AICPA and the UACPA.

David Chang

David is a director at Connor Group. He has provided a wide range of financial due diligence services, including buy and divestiture due diligence, quality of earnings reports, closing working capital analysis and sale purchase agreement analysis. David has worked extensively on international deals, particularly in Latin America.

David has over 10 years combined experience as a professional within M&A and Public Accounting in the U.S. prior to joining Connor Group, he worked at both PwC and EY in Boston and Miami.

Deepika Sandhu

Deepika is a Partner in Connor Group's Financial Operations (FinOps) practice. Deepika has more than 20 years of direct industry, management consulting and Big-4 experience business process improvement, financial operations and organizational effectiveness. 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.

Deepika also has significant experience in risk consulting, helping clients to quantify and pro-actively mitigate risks and assessing companies overall internal control effectiveness. Previously Deepika was a Senior Manager in the advisory practice of Grant Thornton LLP and the head of Business Process Improvement and Internal Controls at bebe Stores, Inc. Deepika was also a Senior Management Consultant with Deloitte & Touche.

Deepika completed a MSc in Local Economic Development from the London School of Economics and a Dual BA in Economics and International Relations from Scripps College.

Derek has over a decade of corporate controller and VP finance experience spanning public and PE- and VC-backed private growth companies.

Derek joined Connor Group in 2018 to help launch the firm’s Managed Services Practice, a practice dedicated to providing premium controller services primarily focused on operational accounting and finance matters. Derek has assisted multiple public and IPO companies through audit preparation, financial statement preparation and review, material weakness remediation, acquisition accounting and systems integration, standard costing implementations, and he has served as interim corporate controller. Some of the subject matter areas on which he has assisted clients include revenue and accounts receivable, complex inventory and costing, stock-based compensation, budgeting and forecasting, and cash flow statement preparation.

Prior to Connor Group, Derek spent eight years in industry as a corporate controller and finance director in SaaS, alternative energy, and med device companies. 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. He has liaised as a controller with dozens of accounting firms, including all of the Big 4 and several global firms. Derek is a licensed CPA in the state of Utah and holds both a Bachelor of Science and Master of Accountancy from Brigham Young University.

Diana Jew

Diana is a Director at Connor Group serving in the Financial Operations (FinOps) practice working with clients to improve the monthly close, finance processes, and systems. Diana has over 19 years of experience working in finance and accounting teams. Diana has extensive experience in FP&A in global fast paced, high growth environments. She also has strong accounting and project management skills, and has been responsible for financial systems implementations including reporting and budgeting & business intelligence systems. Diana is NetSuite Certified and Kyriba Center of Excellence - Gold Certified.

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. 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. Diana project managed systems selection & implementations for Budgeting & Financial Reporting tools. Diana has developed client specific tools such as account reconciliations, procedures, close check lists, policies and process documentation.

Prior to working at Connor, Diana was the FP&A manager for Glam Media, Inc. where she was responsible for financial analysis, management reporting, budget and forecast process. Prior to joining Glam Media, Diana was Finance Director at Sony Pictures Television International within the Networks division and assisted with the financial management and analysis of the channels within the Asia region.

Diana has passed all 4 parts of the CPA exam and also holds a B.S. in Business Economics, with an emphasis in Accounting from UCLA.

Dominick Kerr

Dom is a Partner in Connor Group’s Technical Accounting Practice resident in the New York office. 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. He is the leader of Connor Group's thought leadership and client service roll out around the new leasing standard (ASC 842). 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.

Prior to joining Connor Group, Dom spent ten years at PwC, including two years as a technical accounting consultant in the Accounting Services Group of PwC’s National Office. 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. Before his time in the National Office, Dom was a member of PwC’s Private Company Services assurance practice serving private equity backed enterprises, pre-IPO companies, and large closely held businesses in a variety of industries. He managed all aspects of audit and attest engagements including technical accounting research, financial statement preparation, internal controls assessments, and process improvement analysis.

Dom is a Certified Public Accountant (New York & New Jersey). He graduated with distinction from Hofstra University with an MBA in Accounting and graduated with distinction from the State University of New York College at Geneseo with a BS in Business Administration.

Erika Mills

Erika is a Director of Business Development in Connor Group’s New York/East Coast market.

Prior to joining Connor Group, Erika was a Director at PwC, where she supported the NY Metro Risk Assurance team in Client Relationship Management. Prior to PwC she was in Business Development for 13 years at Jefferson Wells, an international professional services firm that provided risk advisory, financial operations, and tax services.

Erika graduated from Bucknell University in Lewisburg, PA with a Bachelor of Arts in International Relations and Spanish. Her travels have taken her to Spain for school abroad, and working/living in NYC, Washington DC and Dublin, Ireland.

Greg Jensen

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. 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.

Greg has held executive positions at Myriad Genetics, Ernst & Young, Genentech, IMS Consulting (Now IQVIA) and is a cofounder of TOMA Biosciences (Acquired in 2019) where he led Business Development.

He graduated with a Bachelor of Science in Biology from the University of Utah and a Master of Science in Business Management from Stanford’s Graduate School of Business (GSB).

Iris Chan

Iris is a Partner in Connor Group’s Technical Accounting and IPO Services practice providing assistance on complex technical accounting issues, audit and IPO readiness and S-1 filing process. Iris has extensive experience in both US GAAP and IFRS with respect to different technical issues such as revenue recognition, business combinations, carve-outs, public and private financial statements and SEC filings.

Iris has over 16 years of experience in public practice, including ten years at PwC New York’s Entertainment, Media and Communication group. She worked with both private and public companies managing audits over financial statements and internal controls in numerous industries including publishing, media, technology and manufacturing. Iris has been instrumental in building Connor Group's New York practice since she joined the firm in 2013. She has also managed engagements for many of New York's most high-profile growth companies. As a partner, Iris' leadership roles will accelerate in continuing Connor Group's success as New York's premier technical accounting and IPO services firm.

Iris is a Certified Public Accountant (New York) and a Chartered Accountant from Canada. Iris graduated with honors from the University of British Columbia with a degree in Commerce (Accounting).

Jagdish Sohal

Jagdish is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. She has experience with revenue recognition, including ASC 606 adoption, lease accounting adoption under ASC 842, stock-based compensation, business combinations and worked on a number on biotech IPOs including financial statement preparation and S-1 filings.

Prior to joining Connor Group, Jagdish worked as an audit professional at EY Redwood Shores, California, for 6 years as a senior manager serving both public and private companies with a focus in the biotech industry and started her career with EY Reading, UK.

Jagdish is a is a Certified Public Accountant (California – Active) and a Chartered Accountant (Institute of Chartered Accountants of England & Wales). She graduated from the University of Southampton, UK with a Bachelor of Science, Joint Honors in Accounting & Law.

Jared Ellison

Jared is Director in Connor Group’s Managed Services practice. Jared has significant experience leading accounting and finance advisory activities for public and privately held domestic and international companies with revenues ranging from $1 million to $40+ billion. 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, Jared was a senior manager in the assurance and advisory practice at national and Big 4 public accounting firms in Salt Lake City, Los Angeles and the United Kingdom. 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. Jared has been involved in over 50 buy and sell-side advisory deals ranging from $5 million to $1+ billion serving as a financial due diligence expert. Jared’s experience also includes serving a secondment in the United Kingdom assisting clients with IFRS an SEC reporting matters, as well as serving as a national instructor for in-house training as a subject matter expert.

Jared’s technical background includes ASC 606 adoption and implementation, ASC 805 business combination issues, ASC 470 debt accounting and financial reporting considerations. Jared has served clients in various industries including life sciences, technology, consumer products, manufacturing and distribution, professional services and financial services.

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.

Jared Walker

Jared is a Partner in our Recruiting and Interim Staffing practice and manages all of Connor Group’s client relationships. Jared has successfully built the recruiting and staffing group into being a significant contributor to Connor Group and its many clients. Jared’s attention and dedication to his client’s needs coupled with his concern and interest for his network of candidates have allowed him to establish key long-term working relationships. His expertise is in all areas and positions of Finance and Accounting.

Prior to leading the Recruiting and Interim Staffing practice Jared managed many of Connor Group’s marquee clients including AMD, ArcSight, Codexis, Big Band Networks and BlueArc. He served as a project leader and technical advisor to the Controllers and VPs of Finance. On the majority of his projects he focused on financial statement and footnote drafting, stock-based compensation, audit preparation and establishing accounting policies.

Jared is a Certified Public Accountant and started his career with Ernst & Young in San Jose after graduating with a Masters in Accounting from Brigham Young University.

Jaron Chatterley

Jaron is a Partner in Connor Group’s Research and Development practice. He has significant experience in leading large accounting and finance teams in large technology companies leveraging the latest smart data driven technologies. Jaron is a big innovative thinker and understands the importance of effectively leveraging technology to scale business growth.

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. Before Amazon, he/she worked for Microsoft in various business group CFO roles. Jaron graduated with a Bachelors of Business Administration in Finance from Brigham Young University and Masters in Business Administration from St. Mary’s College.

Jasmine Cheng

Jasmine is a Director at Connor Group serving in the Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Jasmine has experience in working with financial instruments, equity, stock-based compensation, business combinations, revenue and financial statement preparation for private and public companies including S-1 filings.>/p>

Jasmine has over 11 years of accounting experience. Prior to working at Connor Group, Jasmine worked at Ernst & Young for eight years. She served both public and private multinational and small companies with a focus in the energy sector while also working on clients in various other industries. Jasmine began her career at Ernst & Young as an audit professional and transitioned into a role in Financial Advisory Accounting Services where she assisted clients with converting US GAAP financial statements to IFRS, policy preparation and providing consultations on business combinations and compensation arrangements including share-based payments.

Jasmine is a Chartered Professional Accountant of Alberta, Canada. Jasmine graduated at the top of her class with a Bachelors of Commerce degree from the University of Calgary.

Jason Pikoos

Jason is a Partner at Connor Group and leads the Financial Operations practice.

Jason brings 18 years of accounting and operational experience, working with high-growth and technology companies. As the Financial Operations Leader at Connor Group, he has helped and guided over 40 companies in preparing for being public, planning and managing their IPO plan and/or improving operations and controls shortly after the IPO. Jason is an expert in helping clients drive business transformation through improved processes, systems, controls and organizational changes. Jason focuses on high-growth and technology companies, where he works across all finance, accounting and technology functions, helping clients define their business strategy/goals and aligning resources and stakeholders to achieve desired business objectives.

Jason was formerly a Director in the Project Management Office at McAfee and a Director at KPMG in its advisory practice. Jason also served as an auditor with Andersen, KPMG and PwC. During his career Jason has served clients such as Google, Polycom, VMware, Sony Picture Entertainment, Sun Microsystems, Hyperion and Johnson & Johnson.

Jason graduated from the University of Cape Town with Honors in Finance and Accounting.

Jeff Goltara

Jeff is a Managing Director at Connor Group. 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. During his career, Jeff has served in a variety of roles including sales leadership, project delivery, sector and account ownership. He has managed complex, multi-disciplined projects across industries, including: consumer products, life sciences, manufacturing, media and entertainment, power and utilities, private equity, professional services, technology, telecommunications and venture capital.

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.

Jeff earned an MBA from the University of Southern California (USC) and a Bachelor’s degree from the University of California, Irvine.

Jenna Stevens

Jenna is a Director in Connor Group’s Financial Operations practice. She has significant experience in system implementations, internal controls, process improvement and project management. She is certified in NetSuite SuiteFoundation and is a certified BlackLine Implementation Partner. She has worked with companies ranging from large multi-national corporations to high growth start-ups.

Prior to joining Connor Group, Jenna was an Accounting Manager at Cantor Fitzgerald and started her career at PwC. She is a Certified Public Accountant (NY - Active) and graduated from Ohio University with a Bachelor of Business Administration.

Jennie Jiang

Jennie is a Director at Connor Group serving in Technical Accounting practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Jennie has extensive experience in working with complex revenue recognition issues (including multiple element arrangements and software revenue), variable interest entities, financial instruments/derivatives, business combinations, financial statements preparation, restatements, IPO filings and SEC reporting.

Prior to working at Connor, Jennie was an Inspection Specialist at PCAOB. Prior to that, Jennie spent 10+ years working as a Senior Manager at Deloitte & Touché in the San Francisco and Beijing offices, serving both multi-national and small companies in technology, media and telecommunication industry. During her career Jennie served clients such as Pactera, TAL Education, Camelot, New Relic, McKesson, and Bio-Rad.

Jennie is a Certified Public Accountant (California) and a Chartered Professional Accountant of Canada (British Columbia).

Jesse Fillerup

Jesse is a Director in Connor Group’s Technical Accounting and IPO Services practice providing technical accounting guidance in all areas related to revenue recognition. Jesse assists clients in their efforts to construct and implement sound revenue recognition policies and practices. His areas of expertise include evaluation and adoption of ASC 606, creating revenue recognition policies, evaluating multiple-element arrangements, reviewing transactions, creating and analyzing VSOE & BESP studies, and providing training.

Prior to joining Connor Group, Jesse spent 14+ years working in public accounting and in industry at Sun Microsystems and Oracle. He spent the majority of his career in the revenue recognition groups at those companies managing teams, building relationships with auditors, and creating functional, auditable processes.

Jesse graduated cum laude from Brigham Young University holding both Bachelors and Masters degrees in Accounting and is a Certified Public Accountant in Colorado.

Jim Neesen

Jim is a Managing Partner at Connor Group. Jim is a business leader and entrepreneur with 20 years of experience in biotechnology and technology companies. He was on the management team at Fluidigm for seven years as a Director of Finance and Corporate Controller managing the Accounting and Finance groups and the S-1 filing in 2008. He was also the Finance Manager at Affymetrix for six years where he led the financial planning function during revenue growth from $10M to $200M and the 1996 IPO.

Jim has founded two companies, established complex international operations and closed over $150M in equity and venture debt financings. Jim is a former audit professional from Ernst & Young, where he worked on multiple IPO's and secondary offerings. He is a guest lecturer at Stanford University's Graduate School of Business on topics including revenue recognition and IPO readiness.

Jim graduated with a Master's degree from the Stanford Graduate School of Business as a Sloan Fellow and graduated from U.C. Berkeley with a B.A in Economics.

Joachim Bader

Joachim is a Director at Connor Group and leads the M&A practice for the New York region. He has extensive experience in mergers and acquisitions, divestitures, financial and operational due diligence, pre- and post-deal services as well as restructuring services, and has helped business owners and investors around the globe executing on hundreds of buy- and sell-side due diligence engagements and quality of earnings analyses to identify upsides and risks in a deal.

Joachim has worked across multiple industries with a focus on consumer products, retail and restaurants, wholesale and distribution, business services, industrial manufacturing, and technology.

Joachim has over 17 years combined experience as a professional within M&A and Public Accounting in the U.S. and Germany. Prior to joining Connor Group, he worked many years at big four accounting firms in the U.S. and Europe.

Joanna Lynch

Jo is a Partner in Connor Group’s Technical Accounting and IPO Services practice assisting clients with resolution of complex technical accounting issues, audit and IPO readiness and S-1 filing process. Prior to joining Connor Group, Jo spent over six years as a senior manager in the Central European Area Capital Markets Group of Ernst & Young. She was a technical advisor and reviewer for companies going through the S-1 or F-1 filing process with the SEC as well as companies already listed on US exchanges. She also provided business, accounting, and reporting expertise to multi-national companies reporting under US and international accounting standards.

In addition, Jo is a former manager in the assurance and management advisory service practices of KPMG Silicon Valley. She worked with private and public companies in technology and other industries and managed audits over financial statements and internal controls.

Jo is a Certified Public Accountant (California) and graduated Magna Cum Laude from the University of California, Los Angeles.

John Warner

John is a Director in Connor Group’s Financial Operations practice. He has significant experience implementing systems, processes, and controls in complex and fast paced environments. 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. Through thought leadership and deep expertise, John provides solutions to complex customer requirements as well as engineers’ ways to drive efficiency and scalable growth.

Prior to joining Connor Group in Denver, CO, John worked for Oracle | NetSuite as Senior Manager of Global Pricing. Before Oracle | NetSuite, he worked for Plante Moran (EKS&H) in various accounting roles within Tax, Audit and Advisory Services. John graduated with a Bachelor of Accounting from the University of Utah.

John is a leader in Connor Group’s Digital Solutions practice as the Director of the Center of Excellence supporting NetSuite and holds several NetSuite certifications.

Jonathan Kearl

Jonathan is a Partner in Connor Group’s Financial Operations practice. He has significant experience in finance transformation, business process improvement/ optimization, finance training and management reporting.

Before joining Connor Group, Jonathan was a Manager at KPMG in its advisory practice. During his career, Jonathan has gained strong project management experience leading global teams. He has a very diverse finance background including Finance/Management Consulting, Internal Audit and Tax.

Jonathan is a Certified Public Accountant (California) and graduated with his Master of Accountancy from Brigham Young University.

Keyur Shah

Keyur is a Director in Connor Group’s Technical Accounting and IPO Services group providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Keyur has extensive experience in working with stock-based compensation arrangements (including employee stock purchase plans), analyzing complex equity structures and financing arrangements, business combinations, financial statements preparation, and foreign currency issues.

Prior to working at Connor Group, Keyur spent a number of years working within the Transaction Services group at both KPMG and PwC working with Companies in the consumer products, technology, financial services, and life sciences sectors.

Keyur is a Certified Public Accountant (NY - Active) and graduated with his Bachelors in Accounting from the Pennsylvania State University.

Laura Garcia

Laura is the Director of Marketing at Connor Group, joined the firm in 2017. Laura’s responsibilities include all strategic and tactical marketing efforts of the firm. In addition to developing the strategic marketing approach, she also directs digital media, brand, event management, content marketing, website, and marketing operations efforts to include responsibility for the sales and marketing technology stack. Laura also manages the firm’s alliance marketing efforts with our 20+ alliances and partners.

Laura has more than 18 years’ experience in the accounting marketing industry. Prior to joining Connor Group, she was an Assistant Director with a Big 4 firm, managing their signature entrepreneur programs. Laura’s prior experience also includes serving as the VP of Operations for a Colorado based technology association.

Accompanying her professional achievements, Laura is a proud veteran of the United States Army. Stationed in Germany and Texas during her service, she served four years on active duty in Air Defense Artillery. From there, she went on to attend St. Mary’s of California, graduating with a degree in Business Management.

Lauren Bowe

Lauren is a Partner in Connor Group's Financial Operations practice. She has a combination of industry and professional services experience in financial operations, controllership, business process improvement, accounting systems and internal controls.

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. Lauren has extensive experience introducing and improving business processes to prepare the finance organization for the public company environment. She works with clients designing and implementing practical recommendations that optimize the use of systems and improve the controls around a variety of key business areas including financial close and reporting, procure to pay, order to cash, intercompany and foreign currency transactions. Lauren has worked with both public and private companies in multiple industries with a focus in the technology space.

Prior to joining Connor Group, Lauren was a Manager of Accounting Operations and Compliance for Loews Corporation and started her career at Deloitte. She graduated Magna Cum Laude from Providence College and is a licensed CPA in New York.

Laurie Marchand

Laurie is a Partner in Connor Group's Technical Accounting and IPO Services practice managing client engagements such as the implementation of the new revenue recognition guidance, strategic corporate transactions, IPO readiness and the S-1 filing process. Laurie typically serves as both a technical accounting advisor and project leader. She is an industry expert in revenue recognition, complex equity accounting and derivative and hedging accounting.

Laurie has served numerous clients including Intel, Apple, Infinera, Infoblox, Mirion Technologies, Business Objects, Cisco, Portal Software and Veritas. Laurie is a former audit senior manager at Ernst & Young where she spent 14 years leading IPO engagements, advising on revenue recognition and hedge accounting, completing carve-outs and performing audits over financial statements and internal controls.

Laurie is a Certified Public Accountant and graduated from University of Santa Barbara with a degree in Business and Accounting.

Maisha Wilson

Maisha is a Partner in Connor Group's Financial Operations (FinOps) practice. 

Maisha brings over 20 years of experience in finance & accounting operations, finance strategy, business process improvement and organizational effectiveness. 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.

Prior to joining Connor Group, Maisha worked for PricewaterhouseCoppers in the Banking, Real Estate and Leasing audit practice for 5 years. Maisha has held many senior finance/accounting roles responsible for key aspects of the global finance function. She has worked with both private and public companies in numerous industries including clean tech, software/SAAS and life sciences.

Maisha is a Certified Public Accountant (California-inactive) and graduated from the University of California, Berkeley with a BS degree in Business Administration.

Maria Bayer

Maria is a Director in Connor Group’s Financial Operations practice. Maria is an expert in helping our clients drive business transformation through ERP change and process controls. Maria brings to the client a unique blend of accounting expertise, practical systems user experience and broad, technical ERP knowledge. Maria works across all finance functions helping our clients define their ERP requirements and efficiently manage the selection process for the best fitting ERP. Maria also oversees the implementation process, ensuring the client’s financial requirements are appropriately translated into the technical language of the ERP system, as well as guiding adoption of best practices in processes and controls in and around the ERP.

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. Most recently Maria spent 5 years at Frank, Rimerman Consulting where she implemented Microsoft GP for clients ranging from non-profits, biopharmaceutical, manufacturing, and web-based businesses. Maria is a CPA and graduated with honors from San Jose State University with a BS in Business Administration, Accounting.

Markham Bennett

Markham is a Partner in Connor Group's Business Development practice and one of the original Founders of the firm. He is a serial entrepreneur helping create, organize and manage companies from the ground up. He has passion and proven expertise in establishing the foundation and motivation for any company to build upon. Markham continues to thrive in all aspects of Connor Group specifically focused on business development, recruiting, people operations, and marketing.

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. Markham has helped start or re-create four SaaS internet startups in both B2B and B2C spaces. He has the ability to persuade as well as see the good in people. This combination has been key to building a business critical partnership, landing a large sale or helping internal divisions see eye to eye, he can find common interests to meet all needs.

Markham graduated from Brigham Young University with a Bachelor’s degree in International Relations.

Matthew Battaglia

Matt is a Director in Connor Group’s Technical Accounting group. Prior to joining Connor Group, Matt worked in the PwC New York audit practice for 12 years where he audited large public and private entities in the entertainment and media industry. Matt has extensive experience with the adoption of new accounting standards, reviewing financial statements for SEC reporting, and assisting in the resolution of technical accounting matters.

Matt is a Certified Public Accountant in New York and graduated from Ithaca College with a Master of Business Administration and a Bachelor of Accounting and Business Administration.

Matthew MacLachlan

Matt is a Director in Connor Group’s Financial Operations practice. He has significant experience assisting finance and accounting organizations in evaluating and improving their organization, systems and processes including the assessment of internal controls. He has worked with multiple high-growth companies to evaluate, define, develop, and remediate their internal control frameworks with the ultimate goal of achieving SOX readiness and compliance. Additionally, he has worked with clients to identify and implement process and system improvements across all key business cycles – procure to pay, order to cash, financial reporting, inventory, etc. Matt’s expertise also extends to assisting clients with developing complex financial models in MS Excel & MS SQL Server to support key business initiatives and management decisions.

Prior to joining Connor Group, Matt was a Manager with Grant Thornton’s Seattle office in the Business Advisory Services practice. Matt is a Certified Project Management Associate (CAPM) through the Project Management Institute (PMI). He graduated Magna Cum Laude from Cal Poly San Luis Obispo with a degree in business administration and concentration in information systems.

Melissa Nietzel

Melissa is a Partner in Connor Group’s Technical Accounting and IPO Services practice managing client engagements such as IPO readiness, the S-1 filing process, preparation of Regulation S-X compliant financial statements and providing assistance on a variety of technical accounting issues. Melissa has experience in multiple industries, including life sciences, technology, advertising and media technology, consumer products and manufacturing. Melissa has been at Connor Group for a decade and previously served as the office partner of the Connor Group New York office. She also serves as the technical accounting learning & education partner. During 2017-2018, Melissa managed nearly a dozen clients that were undergoing the IPO process.

Prior to Connor Group, Melissa worked at Pricewaterhouse Coopers for over a decade in the Transaction Services division (formerly the Global Capital Markets Group) in San Francisco and Sydney, Australia and in the audit practice in Sacramento, California. During her tenure in Transaction Services, Melissa provided technical accounting advice with regards to domestic and cross-border M&A transactions IPO filings, S-4 and Rule 144a filings and IFRS or local GAAP to US GAAP conversions.

Melissa is actively involved in the accounting profession by being a member of the AICPA’s Uniform Accountancy Act Committee. She is also a member of the California and Arizona Society of CPAs. Melissa is a Certified Public Accountant (California, Arizona and Massachusetts) and also holds the AICPA’s Chartered Global Management Accountant designation. Melissa graduated Summa Cum Laude with an Accounting degree from Valparaiso University and has a MBA from Pepperdine University.

Mike Brandstetter

Mike is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. 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 working at Connor Group, Mike worked as an audit professional at PwC in San Jose, California and Singapore, for more than 11 years, most recently as a senior manager serving both public and private multi-national and small companies in technology industries.

Mike graduated from Santa Clara University with a bachelor’s degree in Accounting and is a Certified Public Accountant in California.

Nancy Dobbs

Nancy Dobbs is the People Operations Director for Connor Group. She brings with her more than 15 years of experience in managing Human Capital and Operations/Resource Management in Big 4 public accounting, as well as prior experience in the insurance industry.

Prior to joining Connor Group Nancy worked for PwC as the Human Capital Manager of the Silicon Valley Pharma/Life Sciences external audit team. She also has had deep experience in domestic and international recruiting. 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. In addition, Nancy has lead performance management processes, as well as developing and teaching a number of soft skills programs.

Oleg Predoliak

Oleg is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance on complex technical accounting issues, audit and IPO readiness and S-1 filing process. Oleg has experience in multiple industries, including life sciences, technology, healthcare and manufacturing. His experience covers technical areas such as complex revenue recognition issues, business combinations, complex debt and equity arrangements, leases, share-based compensation, financial statement preparation, S-1 filings and SEC reporting.

Prior to joining Connor Group, Oleg spent 13+ years working in various finance roles at companies in a variety of industries. In addition to his experience in the industry, Oleg also worked in the Assurance Practice at Ernst & Young’s San Jose and Sacramento offices, servicing both multi-national and small companies.

Oleg is a licensed Certified Public Accountant in the state of California and a member of the AICPA.

Patrick McAvoy

Patrick is a Director within Connor Group’s Financial Operations practice. His 10 years of experience spans consulting, industry and the Big 4. Patrick specializes in helping high growth clients in the technology industries (software, SaaS, services, biotech, etc.) navigate technical and operational pitfalls as they scale and optimize their financial operations. Patrick works closely with clients on some of their most important projects including financial statement close improvement, business process reengineering, internal controls and SOX compliance (including several first year 404b implementations), and systems selection and implementation.

Prior to joining Connor Group, Patrick worked in both public accounting (with Deloitte) and industry roles, assisting clients with audit and risk services, primarily in the Financial Services industry. His strong business process and control framework expertise enabled him to lead internal audits and SOX compliance projects in a highly regulated business environment.

Patrick holds a B.A. in Business Economics with an emphasis in Accounting from UCSB and a C.P.A. license issued by the California Board of Accountancy (inactive).

Randa Ghantous

Randa is a Partner in Connor Group’s Technical Accounting and IPO Services practice.

Randa has vast experience with multinational companies reporting under US GAAP and IFRS. She also has expertise in SEC reporting, preparation of financial statements, carve-outs, and the resolution of complex technical accounting transactions including revenue recognition, business combinations, debt and equity financings, provisions, assets held for sale, impairment, and fixed assets. Randa has been involved in multiple IPO and other complex transaction engagements. Her clients included companies such as Ultragenyx, Jazz Pharmaceuticals, Aduro Biotech Inc., Invuity Inc., CytomX Therapeutics, Harris and others.

Prior to joining Connor Group, Randa spent nine years in the Accounting Policy group of Rio Tinto Alcan and her experience included the preparation of SEC filings, statutory and carve-out financial statements, and the resolution of technical accounting issues. 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 & Young’s Southeast Europe offices.

Randa is a Certified Public Accountant (California) and graduated from Syracuse University with a B.S. in Accounting.

Ravi Kumar

Ravi is a Partner in Connor Group’s Technical Accounting and IPO Services practice providing technical accounting assistance on complex, structured transactions and helping clients achieve IPO readiness. 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.

Prior to joining Connor Group, Ravi was a Senior Manager in Ernst & Young’s Financial Accounting Advisory Services practice. Ravi’s career background includes cross-functional and multi-national Big-4 experience consisting of on-call technical accounting advice, new accounting standards implementation assistance, preparation of gap assessments between financial statements prepared under US GAAP and IFRS, financial due diligence for mergers and acquisitions, IPO readiness and financial statement and integrated audits for private and publicly-traded companies.

Ravi is a licensed Certified Public Accountant in the state of California, a member of the AICPA, and has passed Level I of the Chartered Financial Analyst (CFA) exam.

Robert Wang

Robert is a Director at Connor Group serving in the Managed Services practice, providing assistance to clients with technical accounting issues and helping clients achieve SEC compliance and IPO readiness. Robert has experience in working with business combination and purchase accounting issues, preferred stock issues, accounting close process, financial statements preparation and SEC reporting. Some of his main clients while at Connor Group include the successful IPOs of Fitbit and Coupa and a NetSuite implementation project at Spotify.

Prior to working at Connor, Robert spent 6+ years serving as the Senior Manager of Financial Reporting with various companies in the software and biotech industries. In addition to his time in the private sector, Robert 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.

Robert is Certified Public Accountant (California), a member of the AICPA and a graduate of UC Berkeley.

Roger Worth

Roger is a Director, Business Development at Connor Group. While Roger assists with business development across the entire firm, his primary focus is Utah and surrounding areas. Prior to re-joining Connor Group Roger was the VP, Corporate Controller of Vivint Smart Home in Provo, Utah.

Roger began his career at PwC where he spent time in Washington DC, Pittsburgh, and Salt Lake City. After PwC he joined Connor Group as a consultant in the Technical Accounting practice and from there was hired by Vivint Smart Home. Roger has a unique perspective of being both a former client service professional at Connor Group as well as a former customer.

Roxanne Brady

Roxanne is a Partner in Connor Group's Financial Operations (FinOps) practice and leads the Systems Services, with an emphasis on NetSuite, Oracle, Microsoft Dynamics, and Workday. Roxanne brings over 20 years’ experience in the Silicon Valley working with technology companies. Roxanne has led finance organizations in multiple industries including internet, software, biotechnology, and manufacturing. She has strong controllership and executive finance experience in fast paced, high growth environments.

 

As the leader of our Systems Services, Roxanne manages client engagements helping companies get the most out of all their finance systems including ERP, CRM, planning, and other financial tools. Roxanne also assist clients through introducing and improving business processes and preparing the finance organization for the public company environment, including the financial planning functions.

 

Prior to joining Connor Group, Roxanne was Senior Vice President of Finance and Chief Accounting Officer for Glam Media, Inc. (now Mode), where she managed a global finance team and had particular success in global finance systems implementations. Prior to joining Glam Media, Roxanne was Chief Financial Officer of Business Engine, Inc. a global software company. Roxanne’s experience also includes over six years in the biotechnology industry and completion of an IPO. Roxanne started her career at Coopers & Lybrand in San Jose (now PriceWaterhouseCoopers) and is a licensed CPA in California (inactive). She holds a B.S. in Accounting from Santa Clara University.

Sebastien Cuvelier

Sebastien is a Partner at Connor Group and leads the Mergers & Acquisitions (M&A) practice. 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. Sebastien has advised several of the Fortune 1000 and leading global private equity firms both domestically and internationally. He has broad M&A experience in a variety of industries including technology, software, telecommunications, consumer and industrial products.

Prior to joining Connor Group, Sebastien was a director in both PwC and EY’s deals practices in Boston. He is a Certified Public Accountant and a Chartered Accountant in France.

Srinivas Nukala

Srinivas is a Director in Connor Group’s Digital Solutions (FinOps) practice. Srinivas brings over 15 years of experience in integrating and automating data transfers and data sharing between various financial, accounting, CRM, ERP and HRMS systems. 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.

Prior to joining Connor group, Srinivas worked for Planful (previous called Hostanalytics) in Data integrations, professional services for over 13 years. Srinivas has help many data integration and customer oriented roles responsible for design, development and delivering aspects of all data integration engagements for various clients of Planful.

Srinivas is a Dell Boomi Professional Developer and Associate Developer certified and did his post graduation and graduation in computer science from University of Andhra Pradesh, India.

Steve Stock

Steve is an Associate Partner in Connor Group’s Financial Operations practice.

Steve has over 25 years of experience in technology, system implementation and optimization, process improvement and executive leadership. Steve will be helping to shape the Financial Operation’s Oracle Cloud practice.

Prior to joining Connor Group, Steve was a Vice President in Kaiser Permanente’s Information Technology organization, with responsibilities over Financial Systems and Analytics. Steve’s career background includes consulting and professional services experiences in helping global organizations implement systems and processes to achieve strategic imperatives. Steve began his career with Andersen Consulting (Accenture), as part of their Oracle applications practice. Steve is a graduate of Santa Clara University.

Tim Brandt

Tim is a Director in Connor Group’s Managed Services practice. He specializes in financial statement analysis, preparation and review, month-end close optimization, project management, technical accounting issues and IPO readiness. Tim’s diverse background includes working both internally and externally in companies across multiple sizes and industries.

Prior to Connor Group, Tim spent ten years in industry in a variety of accounting leadership roles, including Director of Accounting at a global logistics company. Some of his experiences included financial close, leading the global accounting team through implementation of new accounting guidance, redesign of numerous processes, financial statement preparation and review and various system selections and implementations. Tim is also a Big 4 alum, where he worked on integrated audits of both public and private companies.

Tim holds a Masters of Accounting degree from Brigham Young University and is a licensed CPA in the state of Washington.

Tyler Richtsmeier

Tyler is a Director in Connor Group’s Financial Operations practice. He has significant experience implementing systems, processes, and controls in complex and fast paced environments. Tyler is a critical thinker and understands the importance of effectively leveraging business applications.

Prior to joining Connor Group in New York, Tyler worked for Groupon as Manager of Financial Systems. Before Groupon, he worked for Honeywell in various accounting roles. Tyler graduated with a Bachelors of Business Administration from the University of Michigan.

Tyler is a leader in Connor Group’s NetSuite practice and holds several NetSuite certifications.

Ursula Schorn

Ursula is a Partner in Connor Group's Financial Operations (FinOps) practice. 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. Ursula has led projects related to process optimization, finance transformation and performance management in an effort to improve performance, reduce inefficiencies, improve controls and enhance the overall operations of finance organizations.

Before joining Connor Group, Ursula was a consulting CFO with Ravix Group, working with early stage companies to guide all aspects of their finance function, including establishing accounting systems and processes to ensure the effectiveness of their organization’s controls, creating relevant metrics and associated analyses to provide more strategically valuable information to management. Prior to Ravix, Ursula worked for Sun Microsystems in a variety of management roles, including leading the global Program and Practice Management organization for the Finance function, responsible for assessing priorities, defining and implementing strategy and architecting solutions for key challenges facing the organization.

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. Ursula graduated with high honors from Texas A&M University with a degree in Accounting.

Vishal Saini

Vishal is a Director in Digital Solutions practice at Connor Group. He has been working in enterprise application integration space for over 14 years at different organizations where he was responsible for end-to-end integration between cloud based and on-premise systems like Salesforce, NetSuite, Workday, Intacct, Sage using appropriate tools and technologies.

Prior to joining Connor Group in Silicon Valley, Vishal worked for Planful (previously called Host Analytics) where he has successfully led and delivered over 200 application/data integration and automation projects over a period of 5 years till company went through a successful acquisition.

Vishal graduated with a Master’s in Management Information Systems from Texas A&M University, College Station and also holds a Bachelor’s in Computer Science. He is a certified Dell Boomi Professional Developer and Associate Developer. Vishal has this innate ability to develop creative integration solutions which can scale to meet rapid organizational growth.

Wendy Mazzoni

Wendy is a Director at Connor Group serving in the Financial Operations (FinOps) Systems Services practice. Wendy brings over 18 years’ experience leading operational, systems, infrastructure, data, and business intelligence teams in high-growth/start-up companies in a variety of industries including internet, media, technology, ad tech, health, and eCommerce. She has extensive experience designing systems, organizations, and technology solutions to support rapid growth and scale.

Wendy has helped clients with business process re-engineering, organizational design, system selection and system implementations including content management, order management, CRM, financial and ad serving/ad inventory management. Earlier in her career, Wendy led the development of a proprietary content management and subscription system for IGN Entertainment, Inc., an order management system built off Force.com with automated ad server provisioning and accounts payables functionality and holds a patent for her contributions to the development of a proprietary ad server.

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 Mullin

Willie is a Director in Connor Group’s Managed Services practice. Willie has demonstrated success in helping clients manage the month-end close process, financial statement and trend analysis, SEC financial reporting, technical accounting, regulatory compliance, and internal controls. Willie has extensive experience with share-based compensation, accounting for debt modifications, and business combinations.

Prior to joining Connor Group, Willie spent seven years working in senior accounting roles at various publicly traded oil and gas companies in Denver. While in industry, Willie gained hands-on experience with the IPO process, debt offerings, equity offerings, and numerous acquisition and divestiture transactions. During this time, Willie worked closely with senior executives and audit committee members on a variety of issues, including SEC reporting, software/ERP implementations, technical accounting issues and business-related topics. Before his time in industry, Willie spent seven years working at Ernst & Young in Denver, serving both domestic and multi-national clients in the energy (oil and gas, mining and utilities), technology, manufacturing, and biotech industries.

Willie is a Certified Public Accountant in the state of Colorado. 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.

Connie Dias

Connie is a retired Partner in Connor Group’s Technical Accounting and IPO Services practice managing client engagements such as IPO readiness, the S-1 filing process, and assistance with clients’ financial statement audits, including providing assistance with technical accounting issues. She brought experience from multiple industries, including biotech, technology and manufacturing.

Connie was an audit partner at Ernst & Young where she spent 20+ years leading IPO engagements, private and public company audits over financial statements and internal controls, and advising clients on various technical matters including revenue recognition.

Connie is a Certified Public Accountant and graduated from the University of Pacific with a degree in Business Administration, emphasis in Accounting.