SUMMARY:

• Public and private accounting experience, including Big 4, audit, and tax
• Experience in establishing and running a corporate accounting department
• Experience working in high tech, start up, and fast - growing companies
• Passionate, detailed, and work with a sense of urgency

PROFESSIONAL EXPERIENCE:

Confidential San Jose, CA

Controller

• Manage financial forecasting, budgets and consolidation and reporting to the Company, BOD, and Investors
• Established Industry standard metrics
• Performed various system implementations for Equity, Order to Cash, and Procure to Pay
• Evaluate, provide leadership for, and advise on the impact of long-range planning, introduction of new programs/strategies/regulations.
• Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts. Control costs
• Provide executive management with advice on the financial implications of business activities.
• Provide recommendations to strategically enhance financial performance and business opportunities.
• Ensure that effective internal controls are in place and ensure compliance with all applicable international, federal, state and local regulatory laws and rules for financial and tax reporting.

Confidential San Mateo, CA

Sr. Accounting Manager

• Responsible for worldwide Accounting as well as hands on for US Entity
• Performed start to finish ERP selection process
• Performed NetSuite implementation

Confidential San Jose, CA

Sr. Accounting Manager

• Responsible for worldwide Accounting as well as hands on for US Entity and FP&A.
• Owned and executed first two years of company audits, completed within one month
• Provided support for Company acquisition and integration
• Implemented and owned Revenue Recognition policy for software and service revenue agreements including vendor specific objective evidence (VSOE) and multiple element arrangement (MEA) in accordance with US GAAP (ASC605)
• Cleaned up equity accounting to agree with cap table
• Managing monthly FX revaluation and translation (FAS 52 / ASC830) posting review and reasonableness analysis

Confidential

Accounting Manager

• Directly manage operational accounting team
• Ownership of Monthly and Annual close process including preparation and review of journal entries, monthly accruals, related reports, and account reconciliations
• Critically review and analyze data to ensure accuracy, completeness and GAAP compliance (Includes researching authoritative literature for proper accounting treatment and documenting accounting positions)
• Oversee sales tax, payroll tax, 401k, and other regulatory filings
• Debt and Treasury transaction owner
• Owner of Insurance and Travel relationships and related processes
• Shared owner of Equity, Revenue and Consolidation processes
• Leading by example and fostering professional development by setting clear/measurable objectives and providing timely feedback
• Plan, direct, and manage many projects via team management / individual contributor
• Provide analytical support for financial reviews by collaborating with FP&A as well as all respective departments to ensure cost is budgeted and hitting financials correctly, etc. Also, assist in prep of board pack
• Prepare and maintain documentation for all areas of responsibility
• Provide support with audits, tax returns, budgets and forecasts, financial reporting
• Identify areas of process and system improvement and work cross-functionally with management, peer’s and staff to effectively implement change

Confidential Burlingame, CA

Controller

• Responsible for accounting functions in US and wholly owned AUS subsidiary while also providing oversight into manufacturing facility in DE
• Tracking and analysis of project costs
• Owned HR function
• Support for external financial audits by KPMG, also managed government audits by Department of Defense Contract Audit Agency as well as US Inspector General
• Produced and managed business plans, operating and capital budgets, revenue and cash flow projections
• Performed strategic analysis and interpretation of SOP 81-1 Long term construction contract revenue recognition, SFAS 94 Internally developed intangible assets
• Worked with Finance team to design and implement global sales forecasting processes, chart of accounts, reporting and consolidation tools, policies and procedures, and global close calendars
• Successfully lobbied US DOE for exemption written into law to accept IFRS audited financial statements
• Assisted in writing a successful $12M grant from the US Department of Energy

Confidential San Francisco, CA

Interim Controller

• Worked with VC firm and investors to help secure first round of funding
• Partners include Utilities, large manufacturers educational institutions, and utility standard setters such as Boeing, Carnegie Mellon University, Georgia Tech, DOE, ARPA-E, and NEETRAC
• Developed and implemented standard cost accounting system as well as internal controls and accounting processes
• Assisted in writing a successful $10M grant proposal to the US Department of Energy

Confidential San Jose, CA

Associate Accountant

• Provide tax compliance services to investment partnerships including private equity funds and management companies by preparing U.S., Multi-State, and Foreign tax filings (clients included Accel Partners, Kleiner, Perkins, Caufield & Byers, Menlo Ventures & Sequoia Capital)
• Support audit teams by reviewing tax provisions according to FAS 109 (clients included Nvidia, and Varian Medical Systems)

TECHNICAL SKILLS

Access, ADP Workforce Now, ATB, AS400, BNA, CapMx, CCH Research, CFS Payroll, CFS Tax Tools, CSA, DMS, EForms, Eshares/Carta, Excel, Forms 571, GO systems, Great Plains, Hyperion, Intacct, Lacerte, Lotus, NetSuite, Outlook, Paperport, Paybreeze, Peachtree, PowerPoint, PPC Practice Solutions, Priority, QuickBooks, Quicken, RIA Go Systems, Reference Library, RIA Research, SalesForce, Sage, Shareworks, Ultra Tax, Westlaw, WS2, Yes 1099