Mike Montgomery is the Managing Partner and founder of Effectus Group. Mike is also a lead advisory partner in the firm’s technical accounting and M&A practices. Mike has over 15 years of experience in accounting and started his career in the KPMG Silicon Valley office, working first in the audit practice and eventually in the transaction services practice. Mike is a Certified Public Accountant and holds an MBA from the U.C. Berkeley Haas School of Business.

Uday is a Partner with over 15 years of accounting, auditing, and project management experience. He is a leader in the technical accounting practice serving a wide range of companies, from venture-backed start-ups to mature public companies. Uday has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), Equity (ASC Topic 718), Debt (ASC Topic 470) and Business Combinations (ASC 805). In addition to technical accounting, he has experience in SEC Reporting, financial statement preparation, and audit assistance.

Prior to joining Effectus Group, Uday served in various leadership roles, ranging from Senior Manager to Director, in technical accounting departments for Synopsys, Inc. and Echelon Corporation (both public companies) for 3 years. Uday was responsible for leading month end processes for Revenue accounting, leading the SEC reporting process, as well as researching & implementing guidance for various diverse technical topics. Prior to his industry roles, Uday was a Senior Manager at KPMG primarily serving software and semi-conductor companies in addition to experience with venture-backed startups across various industries. Uday is a Certified Public Accountant (inactive) in California and a licensed Chartered Accountant in India. Uday received a Bachelor of Commerce from Mumbai University in India.

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Ron is a retired KPMG audit partner, having spent over 37 years with KPMG, and having served a broad array of Fortune 1000 and middle market technology companies. During that time, Ron was appointed as an SEC reviewing partner and reviewed hundreds of SEC filings and participated in multiple multi-billion dollar domestic and international initial public offerings, private equity financed “go private” transactions, and merger transactions.

Ron joined Effectus Group in 2015 and is the lead technical adviser. Ron reviews public company filings and technical accounting memos prepared by Effectus Group engagement teams prior to the teams providing the deliverables to clients. Ron also advises clients on complex business transactions and new accounting standards, including ASC 606, Revenue from Contracts with Customers.

Matt is a Managing Director in Effectus Group’s technical accounting and IPO practices and has over 20 years of experience in accounting, including 10 years at KPMG. Matt has worked with all types of companies from start-ups to large public companies valued at over $10 billion.

Prior to joining Effectus, Matt was one of the managing partners of a successful international accounting firm focused on cross-border transactions. He is a Certified Public Accountant in California and holds a master's degree in Accounting and a dual bachelor degree in Economics and Business Administration.

Brian is a Director with extensive revenue recognition experience under both ASC 605 and ASC 606, serving clients in hardware, software, and SAAS industries. Brian also has  experience in managing buy-side acquisition projects and post-acquisition integration project, as well as other technical areas, including software capitalization, lease accounting, and stock compensation expense.

Prior to joining Effectus, Brian worked for five years in the Deloitte’s San Jose office primarily serving software, technology, and telecommunications companies. Brian holds a BS in Accounting from Santa Clara University.

Amar is a Director with over 13 years of accounting, auditing and project management experience. He has worked on large public accelerated/non accelerated filers including foreign private issuers in the technology space. Amar has experience on non public companies as well and gained experience on technical accounting, SEC Reporting, financial statements review and preparations, internal controls over financial reporting and audit assistance.

Prior to joining Effectus Group, Amar was a senior manager with KPMG – Mumbai India offices and Silicon Valley offices where he worked for nearly 12 years primarily serving technology companies and manufacturing companies. In addition to his work experience Amar is a licensed Chartered Accountant from India and also has a Bachelor of Commerce degree from Mumbai University (India). 

Dhvani Desai is a Director with over 15 years of experience in auditing and accounting. Before joining Effectus Group’s technical accounting and internal Controls & Process Improvement, practices, Dhvani was a Senior Manager at PwC primarily serving software companies in addition to experience with venture-backed startups across various industries. She started her career in the PwC Mumbai office and later moved to the PwC San Jose office, working in the assurance practice.

Dhvani has experience working under US GAAP and GAAS, IFRS GAAP and GAAS and Indian GAAP and GAAS. Her experience includes technical accounting for significant acquisitions, complex revenue arrangements ASC 606, ASC 605 and ASC 985, stock based compensation ASC 718, complex debt arrangements ASC 470, Goodwill Impairment ASC 350, Intangibles impairment ASC 360, Segment reporting ASC 280, Derivative transactions ASC 815 and Variable Interest Entities arrangements ASC 810. In last few years, Dhvani has experience working on multiple IPO clients in software sector. Dhvani is a Certified Public Accountant (license pending) in the U.S. and a Licensed Chartered Accountant in India.

Michael is a Director with over twenty years of accounting with SEC registrants. He has worked primarily with domestic and international hardware, software and life sciences companies. Michael has extensive SEC reporting experience with technical experience in areas such as business combinations, debt and equity financing, revenue accounting and complex options.

Prior to joining Effectus Group, Michael was Vice President of Connor Group’s international practice in Palo Alto where he worked for nine years. Michael is a Certified Public Accountant (inactive) in Illinois. Michael received a Bachelor of Science in Finance from the University of Illinois.

Jason is a Director with over 15 years of experience in accounting. After starting his career at KPMG, he has spent the bulk of his career building and managing financial operations across a variety of technology companies.

Prior to joining Effectus, Jason built teams and processes that efficiently met compliance requirements, provided internal stakeholders relevant information for decision making, and prepared his companies for liquidity events. Through this he has built internal and external reporting packages, established budgeting and forecasting processes and models, and revamped monthly close processes. Jason received his Bachelors in Business Administration with an emphasis in Accounting from California State University, Fresno.

Brian is a Senior Manager with over 20 years of experience implementing Enterprise Resource Planning (ERP) business systems. Brian has worked on implementing and supporting a variety of industry types of businesses, such as service and warehouse distribution businesses. Brian has extensive experience with needs analysis, solution design, data migration, financial statement preparation, financial analysis, and the support and maintenance of NetSuite and Sage 100 business software information systems.

Prior to joining Effectus Group, Brian was a Specialist Master at Deloitte Touché Austin office. Brian worked on NetSuite implementation project for Hewlett Packard, Les Schwab Tires, and Thompson Reuters. Brian also worked at Oracle NetSuite, implementing and supporting NetSuite cloud software. Before joining Oracle NetSuite, Brian was a value added reseller (VAR) owner of Sage 100 software for 12 years. Brian is a Certified Public Accountant in Washington, and he received an Economics degree and a Certified General Accounting degree from the University of British Columbia.

Ramit is a Senior Manager with over eight years of accounting, audit and project management experience. She has worked with various clients, ranging from venture-backed private to mature public companies in various industries including technology, real estate investment and pharmaceutical. She has experience with SEC reporting, internal controls over financial reporting and IFRS. Ramit is a Certified Public Accountant in California.

Ramit started her career at KPMG’s Silicon Valley audit practice, where she worked for nine years including a two-and-a-half-year rotation in KPMG’s Dublin, Ireland audit practice. Ramit received a Bachelor of Science in Business Administration with a concentration in Accounting from San Jose State University.

Matt is a Senior Manager with over nine years of accounting, auditing, and project management experience. He has worked with a range of companies, including multinational public and private companies. Matt has extensive experience with technical accounting, SEC reporting, and financial statement review and preparation, as well as internal controls over financial reporting and audit assistance.

Prior to joining Effectus Group, Matt was a Senior Manager with EY, working in the San Jose and Leeds, UK, offices, where he primarily served technology and manufacturing companies. Matt is a Chartered Accountant with the Institute of Chartered Accountants Scotland and received a master’s degree in International Business from the University of Leeds.

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Jessie is a Manager with over six years of auditing, accounting, and project/business management experience. She has worked with a wide range of companies, from start-ups to mature/global public companies. Jessie has extensive experience with SEC reporting, audit preparation, investment valuations, Initial Public Offerings, and internal controls. She is trilingual and is fluent in Japanese, Mandarin Chinese, and English.

Prior to joining Effectus Group, Jessie was a Senior Auditor at Deloitte & Touche’s Silicon Valley office, where she worked for five years, primarily serving technology companies. Jessie received a Bachelor of Science degree in Accounting from San Jose State University.

VK is a Manager with over six years of auditing and accounting experience. He is proficient in accounting for complex equity transactions, including stock-based compensation for employees and non-employees (ASC 718, ASC 505), preferred stock, warrants (ASC 480, 505), and is experienced operationally with Shareworks. Vk also has sufficient experience with accounting for revenue transactions (ASC 606).

Prior to joining Effectus Group, VK worked at PricewaterhouseCoopers. He has worked on both public and private, small and large multinational companies in various industries, with SOX 404 procedures to ensure clients’ internal controls are designed and operate properly. Further, he brings the experience of working on a Fortune 500 company carve out. VK has a Bachelors of Science in Accounting from San Jose State University.

Julio is a Manager with over ten years of accounting, auditing and project management experience. He has worked with a wide range of companies, from start-ups to multinational public companies. Julio has extensive experience with M&A, SEC Reporting, financial statements preparation, internal control, and audit assistance

Prior to joining Effectus Group, Julio was a Manager at E&Y San Jose office, where he worked three and half years and as a Senior with KPMG Santa Clara office, where we worked six and half years primarily serving technology companies. Julio is a Certified Public Accountant in Mexico and in is progress of obtaining his US CPA California license. Julio received a Bachelor's degree in Accounting and Finance from Tec de Monterrey, Mexico.

Cristina is a Manager with over five years of prior experience in accounting, auditing, and project management in technology companies. She has gained experience working in revenue recognition, SEC reporting, business combination, internal controls over financial reporting, and assisting clients through an audit.

Prior to joining Effectus Group, Cristina was a Senior Auditor at Deloitte and Touche at the San Jose Office, primarily serving private and public companies in the software and technology industry. She received her Bachelor of Science in Accounting from the University of California, Riverside.

Zarina is a Supervising Senior with over three years of experience in public accounting. Zarina is a Certified Public Accountant in the state of California. During her career, she has gained experience working with stock-based compensation, operating expenses, accruals, and internal controls over financial reporting, and audit methodology.

Prior to joining Effectus Group, Zarina worked at PwC’s San Jose office in the Assurance practice where she primarily focused on Technology companies. Zarina received a Bachelor of Science in Accounting from Santa Clara University.

Lauren is a Supervising Senior with over three years of experience in public accounting. During her career, Lauren has gained experience working with SEC reporting, internal controls over financial reporting, and audit preparation and methodology.

Prior to joining Effectus Group, Lauren was a Senior Associate at Ernst & Young’s San Jose office in the Assurance practice, where she served both public and private companies in the Technology and Life Science sectors. Lauren is a Certified Public Accountant in the state of California and is a member of the AICPA. Lauren received a Bachelor of Science in Accounting from Santa Clara University.

Rhezza is a Supervising Senior with over ten years of experience in accounting, auditing, and project management in technology companies. She has worked with a wide range of companies, from start-ups to multinational public companies. She has gained experience working in revenue recognition, SEC reporting, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Rhezza worked at KPMG’s Santa Clara office, where she worked more than five years primarily serving semiconductor companies. She received a Bachelor of Science in Accounting from University of East, Manila (Philippines) and worked in KPMG Philippines prior to transferring to the Silicon Valley practice.

Melody is a Supervising Senior at Effectus Group.

Prior to joining Effectus Group, Melody was an Accounting Analyst at a test & measurements company where she worked for four years focusing on internal controls, process and policy documentation, financial statement analysis, and coordinating internal and external audits. Prior to joining industry, Melody was an Auditor at PwC within the San Jose office where she has worked on both public and private companies within the technology industry. Melody is a Certified Public Accountant and has a BS in Accounting from San Jose State University.

Rana is a Supervising Senior with over six years of auditing and accounting experience. She has worked with a wide range of companies from small private companies to established public companies. She has experience in various areas including Stock Based Compensation, SOX, and SEC Reporting.

Prior to joining Effectus Group, Rana was an Associate at PwC’s San Jose office where she worked for two years with a primary focus on software companies. After that she worked at QuinStreet with primary focus on SBC, SOX, SEC Reporting, and audit preparation. She is a Certified Public Accountant licensed in the state of California. Rana graduated from UC Berkeley with a Bachelor’s degree in Business Administration and a Minor in English.

Kavitha is a Supervising Senior at Effectus Group with over five years of accounting and external auditing experience. During her career, Kavitha has worked extensively on SOX 404, SEC Reporting, stock based compensation, fixed asset accounting, and revenue accounting.

Prior to joining Effectus Group, Kavitha worked at EY’s San Jose office in the Assurance practice on public as well as private companies in the technology and insurance sector. Kavitha received a Master of Science in Accounting from Fairleigh Dickinson University, New Jersey and Master in Business Administration from Symbiosis College for Distance Education, India.

Jahnavi is a Supervising Senior with over three years of auditing experience in India. She has worked on audit engagements involving a wide range of technology companies.

Prior to joining Effectus Group, Jahnavi was a Staff Accountant at KPMG India’s Mumbai office, where she worked for three & a half years, primarily assisting in-charges & managers on her audit engagements. Jahnavi was pursuing Chartered Accountancy from India and also has a Bachelor of Commerce degree from Mumbai University (India). She plans to continue her education by pursing her CPA in the near future.

Karen is a Supervising Senior with over three years of auditing and accounting experience. During her career, Karen has gained experience working with stock-based compensation, business combinations, SEC reporting, and SOX 404.

Prior to joining Effectus Group, Karen was a Senior at Ernst & Young's San Jose office in the Assurance Practice. She served both public and private companies primarily in the Technology sector. Karen is a Certified Public Accountant in California and a member of the AICPA. She earned her Bachelor's and Master's degrees in Professional Accounting from the University of Texas at Austin.

Gregory is a Supervising Senior who began his career in accounting and finance in 2013 when he joined KPMG in their Silicon Valley Office. He has worked with several technology companies, public and private, where he gained experience in financial reporting, internal control testing, auditing and assurance, revenue operations, and ASC 606 implementation.

Prior to joining Effectus Group, Gregory was an Associate Manager with The Siegfried Group, where he spent three years working with a private data management company during their implementation of ASC 606. Gregory earned a Bachelor of Science in Corporate Financial Management from San Jose State University and is a Certified Public Accountant through the California Board of Accountancy.

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Nina is a Certified Public Accountant in California, and a member of the AICPA with over 5 years of experience providing financial statement audits for public and venture backed private companies. Nina has experience with project management, technical accounting, financial statement audit and internal controls over financial reporting.

Prior to joining Effectus Group, Nina was an Audit Manager at KPMG Silicon Valley Office serving Technology, Media, and Telecommunication clients. Nina holds a B.S. in Accounting from San Jose State University.

Liam is a Supervising Senior who began his career in accounting and finance in 2017 as an auditor working for KPMG in their Silicon Valley Office. Through his work in audit, Liam engaged with numerous publicly traded technology clients in both the software and hardware/distribution space, where he gained experience in SEC reporting, auditing and assurance, business process documentation, control testing, and project management.

Prior to joining Effectus Group, Liam worked closely with audit teams and directly engaged with client management to perform quarterly financial statement reviews in addition to annual audits, wherein he specialized in the testing of revenue recognition, stock-based compensation, payroll, and fixed assets. Additionally, he has experience in documenting business processes, testing the internal controls, identifying process risk points, and working with clients remediate deficient internal controls. Liam earned a Bachelor of Science in Business Management from Sonoma State University with a concentration in Accounting, is a California licensed Certified Public Accountant, and a member of the AICPA.

Kristen is a Supervising Senior with over 4 years of accounting and auditing experience. She has experience with SEC reporting, stock-based compensation, internal controls, and audit preparation and methodology. She has worked on a variety of technology companies.

Prior to joining Effectus Group, Kristen was a Senior Analyst in SEC Reporting and Technical Accounting at Seagate Technologies. She also has experience working in audit at the KPMG Silicon Valley office. Kristen is a Certified Public Accountant in California and received a Bachelor of Science in Accounting from Santa Clara University.

Taylor is a Senior Associate in Effectus Group’s Technical Accounting and FinOps practices. He has worked with a wide range of companies, from start-ups to mature/global public companies. Taylor has extensive experience with SEC reporting, audit preparation, investments, and internal controls.

Prior to joining Effectus Group, Taylor was an Associate Auditor at Deloitte & Touche’s Silicon Valley office, where he worked for a year and a half, primarily serving technology and investment companies. Taylor received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Christian is a Senior Associate in Effectus Group’s Technical Accounting practice. He has worked with a wide variety of companies, ranging from smaller private companies to Fortune 500 companies. Christian has extensive experience with SEC reporting, audit preparation, carve-outs, and revenue recognition (ASC 606).

Prior to joining Effectus, Christian was an Experienced Associate at PriceWaterhouseCoopers’ Silicon Valley office, where he served public and private companies, primarily in the clean energy, freelancing, and technology industries. Christian received a Bachelor of Science in Business Administration with a focus on Accounting from San Jose State University.

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Evelyn is a Senior associate in Effectus Group’s Risk Advisory and SOX practice. She has worked with numerous companies varied in different fields, ranging from small private business to Fortune 500 companies. Evelyn excels in IT internal controls evaluating and auditing, specialized in IT general controls, IT automatic controls, and Key Reports testing.

With over 3 years of IT auditing and project management experience from PriceWaterhouseCoopers, she has gained experience working with large scale technology, semi-conductor, and manufacturing companies. Evelyn received a Bachelor of Science in Accounting Information System from San Jose State University.

Michael is an Experienced Associate in Effectus Group’s Technical Accounting practice. He has worked with a wide range of companies, from private companies to large public companies. He has experience in revenue recognition, lease accounting, software capitalization, and financial statement audit.

Prior to joining Effectus Group, Michael was a Senior Audit & Assurance Assistant with Deloitte’s San Jose office, where he served both public and private companies primarily in the Technology, Media & Telecommunications sector. Michael received a Bachelor of Science in Mathematics/Applied Science with concentration in Mathematics and Economics from the University of California, Los Angeles.

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Michelle Okabe is a Recruiting Manager at Effectus Group. She has over 10 years of staffing and recruiting experience in the accounting and finance field.

Michelle started her career assisting the Campus Recruiting team at KPMG Silicon Valley office and leveraged this experience to agency staffing and recruiting. After working for a large International staffing firm for over 7 years, she owned and operated her own firm, placing accounting and finance candidates ranging from operations to Controllers. She has worked with clients in numerous industries such as biotech, real estate, SAAS, high-tech, and non-profits.

Michelle is an active CPA and has her Masters in Accountancy from San Jose State University.

Danielle Estrada is a Senior Recruiter at Effectus Group. She has over 5 years of recruiting experience in the accounting and finance field.

Danielle started her career in Operations working for a Real Estate Development company where she gained experience in the hospitality industry as a General Manager. She then decided to pursue a career in Recruiting Operations, spending the last 5 years scheduling, reporting, and sourcing candidates with a mix of accounting and finance experience.

Danielle has her Bachelor of Business Administration with a concentration in Accounting.

Serena is an Executive Administrative Assistant with over five years of administrative experience supporting C-level executives. Her expertise includes, but not limited to, project management, report preparation, travel planning, calendar management, event planning, and office administration. In addition to her role, she served as the Event Manager for the San Francisco and Silicon Valley chapters of the CFO Leadership Council from July 2017 to July 2018.

Prior to joining Effectus Group, Serena was an Executive Assistant to the CEO at a semiconductor company, where she worked alongside with human resources to provide efficient interviewing and onboarding processes. She also has experience in the banking industry supporting managers in sales and operations. Serena received her Bachelor of Arts degree in Global Studies from the University of California, Santa Barbara.

Lorena is an Administrative Assistant with experience in operations and project management.

Prior to joining Effectus, Lorena was a luxury retail manager. She was responsible for all aspects of daily operations, personnel management and sales performances. She also has experience as an Administrative Assistant and project support.

Eric is a Partner with over 13 years of accounting, auditing, and project management experience. He has worked with a wide range of companies, from venture-backed start-ups to mature public companies. Eric has extensive experience with technical accounting, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Eric was a Senior Manager at Ernst & Young’s Palo Alto and Redwood City offices, where he worked for nine years, primarily serving Life Science companies (bio-technology, medical device, diagnostics, etc.) in addition to experience with technology companies. Eric is a Certified Public Accountant in California. Eric received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

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Keith is a Director with over 10 years of accounting, auditing, and project management experience.  He serves a wide range of companies, from venture-backed start-ups to mature public companies. Keith has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), and Equity (ASC Topic 718). In addition to technical accounting, he has experience in business combinations, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Keith was a Senior Revenue Accountant at Power Integrations, where he worked for two years. Keith was responsible for stream-lining month end processes, researching & implementing the latest Revenue Guidance (ASC 606), and coordinating both internal audits (Distributor Audits, Internal SOX Audits, etc) and external audits with external auditors. Prior to Power Integrations, Keith was a Senior Auditor at Deloitte & Touche primarily serving Semi-Conductor companies in addition to experience with technology companies and Venture Capital Partnerships. Keith is a Certified Public Accountant in California. Keith received a Bachelor of Science in Accounting from San Jose State University.

Adam is a Director with fourteen years of accounting and auditing experience. He has worked with a wide range of companies from venture backed start-ups to mature public companies. Adam has had extensive involvement with matters such as SEC reporting, public equity and debt offerings, as well as technical accounting topics including revenue recognition, complex debt and equity transactions, and leases.

Prior to joining Effectus Group, Adam was a senior manager with Ernst & Young in the Bay Area, primarily serving life science companies. Adam also served as a senior manager resident in EY's national office in New York City and was directly involved with major standard setting matters, audit initiatives and accounting topics ranging from the adoption of ASC 606 to accounting for income taxes. Adam also worked in the EY Salt Lake City, UT and Raleigh, NC offices, giving him broad industry exposure and experience with companies in the biotech, pharmaceutical, technology, software and real estate industries. Adam is a Certified Public Accountant in California, New York, Utah, and North Carolina and a member of the AICPA. Adam received a Bachelor of Science in Accounting and a Masters of Accountancy from Brigham Young University.

Travis is a Senior Manager with over eight years of accounting, auditing, and project management experience. He has worked with a wide range of companies, from private entities to mature public companies. Travis has extensive experience with technical accounting, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Travis was an Audit Senior Manager in KPMG’s Denver office, where he worked for eight years, primarily serving public telecom and technology companies as well as various insurance entities. Travis is a Certified Public Accountant and a member of the AICPA. Travis received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Meiling is a Manager with six years of accounting and auditing experience. She has had experience working on IPOs and technical accounting engagements, including restatement and restructuring projects.

Prior to joining Effectus Group, Meiling was a Senior Associate at the PwC San Jose office working in the audit practice, where she primarily served the Life Sciences sector. Meiling is a Certified Public Accountant in California and a member of AICPA. She received a Bachelor of Science in Finance and Master of Science in Accountancy from the University of Illinois, Urbana-Champaign.

Juan is a Manager with over five years of accounting, auditing and project management experience. He has worked with a wide range of companies in various industries. Juan has experience with M&A, financial statement preparation, technical accounting, and audit assistance.

Prior to joining Effectus Group, Juan was an audit manager in KPMG’s Sacramento office where he worked six years primarily serving consumer goods and manufacturing entities. Juan is a Certified Public Accountant, a member of the AICPA, and received a Bachelor of Science in Accounting from California State University, Sacramento.

Ekaterina is a Manager with over eight years of auditing and accounting experience. She has worked with a wide range of companies, from small private businesses and non-profit organizations to multinational public companies. Ekaterina has extensive experience with technical accounting (under both US GAAP and IFRS), M&A, SEC Reporting, internal controls over financial reporting and financial statement audits.

Prior to joining Effectus Group, Ekaterina worked at KPMG Santa Clara office in the USA, as well as the international offices in Canada and Russia. She primarily served the technology industry in addition to manufacturing and energy companies. Ekaterina received a Master of Science in Economics (concentration in Finance) from the Novosibirsk State University of Economics and Management, Russia.

Rachel is a Manager with over six years of accounting, auditing and project management experience. She has worked with a wide range of companies in various industries. Rachel has experience with financial statement preparation, technical accounting, and audit assistance.

Prior to joining Effectus Group, Rachel was an audit manager in KPMG’s Sacramento office where she worked for six years primarily serving consumer goods and manufacturing entities. Rachel is a Certified Public Accountant, a member of the AICPA, and received a Bachelor of Science in Accounting from California State University, Sacramento.

Kavya is a Supervising Senior with over five years of accounting, auditing and technical accounting experience. She has worked on a wide range of engagements from small private companies to large publicly traded companies primarily in the life sciences industry. During her career, Kavya has gained experience with various projects such as full cycle accounting with emphasis on clinical trials, complex debt transactions, SEC reporting, IPO transactions, internal controls over financial reporting, audit planning and methodology.

Prior to joining Effectus Group, Kavya was a Senior Associate with Ernst & Young's Assurance practice serving life science companies in the Bay Area. Kavya is a Certified Public Accountant in California and received a Bachelor of Commerce and Accounting from Stella Maris College, Chennai, India.

Saumya is a Senior Associate with over six years of relevant experience as ERP Business Systems Analyst with a focus on Implementations, Integrations, Data Migration, Business Analysis, Requirement Gathering, Gap Analysis, and Software Validation. She has experience and knowledge in multiple ERP tools specializing in finance.

Prior to joining Effectus Group, Saumya worked at Callidus Cloud(SAP) as a NetSuite Business Systems Analyst. She has experience working in both public and private companies. She has earned her Master’s Degree in Business Administration from International Technological University, San Jose and her Post-Graduate degree in Business Management (Finance) from Tolani Institute of Management Studies, India.

Alex is a Senior Associate with over four years of public accounting and auditing experience. He has worked with a wide range of companies, from small private companies to mature public companies. Alex has experience with revenue accounting (ASC 606), financial statement audits, and internal controls over financial reporting.

Prior to joining Effectus Group, Alex was a Senior Associate at PwC’s Los Angeles office, where he worked for four years, primarily serving media and technology clients. Alex is a Certified Public Accountant in California. He graduated from the University of California, Berkeley with a Bachelor of Science in Business Administration.

Aric is a Director with 12 years of US GAAP and IFRS accounting and auditing experience. He has worked with companies across various industries and ranging in size from pre-IPO to large, multi-national businesses. Aric has extensive experience with various technical accounting topics, SEC and IFRS reporting frameworks, and internal control over financial reporting.

Prior to joining Effectus Group, Aric began his career in EY’s Bay Area Offices working primarily on Technology and Media & Entertainment clients. In 2015, he moved to EY’s Global Headquarters in London, England as part of the firm’s Global Exchange Program, where he led some of the firm’s largest assurance accounts and projects. At the conclusion of the program, he joined EY Brisbane, Australia where he worked primarily with Mining & Metals clients, before relocating back to the United States in the Spring of 2018. Aric is a Certified Public Accountant in California, and received a Bachelor of Science in Accounting from Brigham Young University and a Masters of Accountancy from the University of Utah.

Christie is a Director specializing in technical accounting. Christie joined Effectus Group having spent over 10 years with Deloitte in San Francisco, New York and Cape Town, and having served a broad array of companies, from venture-backed start-ups to mature public companies in the technology and financial services industries. During that time, in addition to technical accounting advisory, she served in M&A financial due diligence and external audit roles, and served as a financial instrument subject matter expert. Christie is well-versed in both U.S. GAAP and IFRS accounting standards and has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 842), Debt (ASC Topic 470), Business Combinations (ASC 805) Consolidations (ASC 810), and Derivatives and Hedging (ASC 815).

Christie is a Certified Public Accountant in California, New York and New Jersey, is a member of the AICPA, is a licensed Chartered Accountant in South Africa and is a CFA Charterholder. Christie received a Bachelor of Business Science in Finance and Post-Graduate Diploma in Management in Accounting from the University of Cape Town, as well as a Bachelor in Accounting Science from the University of South Africa.

Shannon is a Senior Manager with over seven years of accounting, auditing, and project management experience. She has worked with a wide range of companies, from small private companies to mature public companies. Shannon has extensive experience with technical accounting, SEC reporting, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Shannon was a Senior Revenue Analyst at Illumina, where she worked for over two years. Shannon was responsible for reviewing contracts for risk implications, researching & implementing the latest Revenue Guidance (ASC 606), and coordinating external audits with external auditors. Prior to Illumina, Shannon was a Senior Auditor at Ernst & Young’s San Diego office, where she worked for four years, primarily serving in the Life Science, Software, and Defense industries. Shannon is a Certified Public Accountant in California and a member of the AICPA.  Shannon received a Bachelor of Science in Accounting and Economics from the University of California, Santa Barbara.

Kairina is a Manager with over five years of auditing, accounting and project management experience. She has worked with a wide range of companies, from small private start-ups to global public companies. Kairina has extensive experience with technical accounting, financial statement audits and internal controls over financial reporting.

Prior to joining Effectus Group, Kairina was a manager at Ernst & Young in the San Francisco Bay Area, where she worked for five years, primarily serving the Technology (SaaS, software, hardware, services) industry in addition to Life Science companies. Kairina is a Certified Public Accountant in California. Kairina received a Bachelor of Science in Accounting and Master of Accountancy from the University of Utah.

Mary is a Manager with over four years of public accounting experience. She has experience in revenue recognition, lease accounting, financial statement audit, and internal controls over financial reporting.

Mary joins Effectus Group from Deloitte & Touche’s Bay Area practice, where she served a variety of technology and software clients. Mary holds a Bachelor of Science in Accounting from Santa Clara University and a Master of Science in Finance from Santa Clara University.

Andrew is a Manager with over 7 years of accounting and auditing experience. His experience includes researching technical accounting matters, evaluating internal controls over financial reporting and performing financial statement audits.

Prior to joining Effectus Group, Andrew was an Audit Manager from Deloitte and Touche's San Francisco office where he served companies in various industries and life cycles including public and privately owned renewable energy companies, a large public utility, and pre-IPO technology companies. Andrew is a Certified Public Accountant in California and received a Bachelor of Arts in Accounting and Economics from the University of California, Santa Barbara.

Blake is a Supervising Senior with three years of accounting, auditing, and project management experience. He has worked with a wide array of companies, such as complex public; large, private, multi-national; and non-profit, grant-funded companies. Blake has experience with SEC reporting, financial statement analysis and review, internal controls over financial reporting, and audit assistance.

Prior to his start with Effectus Group, Blake was an Audit In-Charge with Deloitte in Los Angeles, primarily serving consumer business and financial services companies. Blake received a Bachelor of Arts in Economics with an Emphasis in Accounting from the University of California, Los Angeles (UCLA).

Moe is a Supervising Senior with four years of auditing and accounting experience. During her career, Moe has gained experience working with SEC reporting, internal controls over financial reporting, and audit preparation.

Prior to joining Effectus Group, Moe was a Senior Associate at KPMG’s San Francisco office in the Audit practice, where she served both public and private companies in the Technology and Life Science sectors. Moe is a Certified Public Accountant in the state of California. Moe received a Bachelor of Arts in Political Economy from UC Berkeley.

Caitlin is a Senior Associate at Effectus Group with over three years of accounting, IT auditing and specialized SAP experience. She has worked with a wide range of companies, from venture-backed start-ups to mature/global public companies. Caitlin has extensive experience with SOX, SEC reporting, internal controls over financial reporting and pre-IPO readiness procedures.

Prior to joining Effectus Group, Caitlin worked at PricewaterhouseCoopers in the Minneapolis and San Francisco offices, primarily serving private and public companies in the Life Sciences, Technology and Chemical Manufacturing industries. She received her Bachelor of Science in Accounting and Finance from the University of Minnesota – Carlson School of Management.

Jenn is a Resource Manager with over eight years of experience working in the professional services environment. Her expertise includes resource management, budget and workforce planning, conflict resolution, and career and performance development.

Prior to joining Effectus Group, Jenn was a Resource Manager at BPM LLP, where she oversaw scheduling firm wide for Tax client service personnel, including both onshore and offshore teams. Prior to that, she has worked at both Ernst & Young’s San Francisco office under the Assurance practice, and KPMG’s San Francisco office under the Tax practice. Jenn received her Bachelor of Arts degree in Urban Studies and Planning with a minor in Economics from the University of California, San Diego.

Sun is a Director with over seven years of accounting, auditing, and financial reporting experience. He has worked with a wide range of companies from small private companies to mature public companies. Sun has experience with technical accounting, software revenue recognition, SEC reporting, and internal controls over financial reporting.

Prior to joining Effectus Group, Sun was a Manager at KPMG Silicon Valley where he worked for more than five years, primarily serving software and technology companies. Sun is a Certified Public Accountant in California and a member of the AICPA. He received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Mio is a Senior Manager in the Technical Accounting practice with significant experience in M&A and financing transactions. He has M&A experience across the deal life cycle, including conducting financial due diligence, financial modeling, applying guidance in ASC 805 and preparation of pro forma financial statements. His transaction experience ranges from small private company acquisitions to public company transaction to large private equity-backed transactions. Additionally, he has advised on applying applicable GAAP (ASC 470, ASC 480, ASC 815) for various financing transactions, including preferred stock financings, convertible debt financings and other complex debt and equity issuances. In addition to M&A and financing transactions, his experience includes technical application of the new revenue standard (ASC 606) and equity-based compensation (ASC 718) among other standards.

Prior to joining Effectus Group, Mio worked for EY’s New York City office primarily focused on auditing real estate investment trusts as well as Goldman Sachs’ New York City and Salt Lake City offices. Mio received a Bachelor of Science in Accounting and a Master of Accountancy from Brigham Young University.

Parker is a Manager with over five years of accounting, auditing, and management experience. He has worked with technology and financial companies and also a wide variety of startups. He has experience with Revenue and Process Controls and Improvement, among other skills related to audit assistance and financial reporting.

Prior to joining Effectus Group, Parker worked for EY’s San Jose office primarily in technology and worked with various startups in the Utah area in accounting and business operations. Parker is a Certified Public Accountant in California and in Utah. He received a Bachelor of Science in Accounting and a Master of Accountancy from Brigham Young University.

Megan is a Senior Associate in Effectus Group’s Technical Accounting practice. She has over four years of both public accounting and private industry experience. She has experience with ASC 606 implementation, SOX control implementation and process improvement.

Prior to joining Effectus Group, Megan was an Audit Associate in Deloitte’s Denver and Salt Lake City offices, where she served both public and private companies in the Media, Consumer, and Energy industries. Megan is a Certified Public Accountant in the state of Utah. She received a Bachelor of Science in Accounting and Master of Accounting from the University of Utah.

Lindsay is a Senior Associate in Effectus Group’s Technical Accounting and IPO practice. She has over three years of public accounting experience working with a wide range of public and private companies. Lindsay has extensive experience in SEC reporting, internal controls over financial reporting, and audit preparation and methodology.

Prior to joining Effectus Group, Lindsay was a Senior at Ernst & Young’s Salt Lake City office, primarily serving Financial Services clients (banking, private equity, and insurance). Lindsay is a Certified Public Accountant in Utah and is a member of the AICPA. She received a Master of Accounting, Bachelor of Accounting, and Bachelor of Communications from the University of Utah.

Coming soon!

Brian is a Senior Accountant with over 20 years of accounting experience. This experience comes from multiple industries: car rental, brine shrimp, doctor’s office, propane, and sports equipment manufacturing. His experience ranges from simple bookkeeping and payroll to full financial package preparation.

Prior to joining Effectus Group, Brian worked as a Cost Accountant for Hoyt Archery for 2 years performing costing functions, along with full cycle accounts payable and cash application. Brian received a Bachelor of Science in Accounting from the University of Phoenix.

Jennifer is a Senior Recruiter at Effectus Group with over six years experience as a campus recruiter where she was the lead talent acquisition recruiter for Brigham Young University and the University of Utah. She also owned EY’s Salt Lake City hiring goals for all service lines. Within these roles, Jennifer managed all recruitment efforts for internship and full-time opportunities including event planning, sourcing, interviewing, and closing top talent.

Prior to joining Effectus Group, Jennifer received her Bachelors of Science Degree in Mathematics Education from Brigham Young University and started her career as a Math Teacher at one of Utah’s top ranked schools – Karl G. Maeser Preparatory Academy (KGMPA). After working for KGMPA for four years, Jennifer worked for EY as a campus recruiter for over six years where she held leadership roles within the US-West region including Internship Lead, International Intern Leadership Conference Lead, and Operations Lead.