SUMMARY:

• Goal oriented CPA, MPA, and Big 6 alumni dedicated in improving company profitability and productivity by integrating accounting, auditing, and business analysis backgrounds in servicing various industries. Fifteen years progressive accounting management experience, strong strategic planning, and effective communication skills offer hands - on expertise in conducting full accounting functions, Internal control development, budget & forecast, KPI analysis, and tax strategic planning. Proven track record of strong problem solving, accounting team building, and Sales/Marketing support in dynamic business environment.
• GAAP and IFRS Complied Consolidation & Reporting
• Fully Functional Accounting Expertise Internal Audit
• Proactive strategic planning & organization skills
• Audit Support SOX development
• Integrity Problem Solving Oriented Professional Interpersonal Skills

TECHNICAL SKILLS:

Accounting Systems: Oracle ERP, JD Edward ERP, Hyperion, Citrix, MAS90, SAP, Great Plain, etc.

Computer Software: Outlook, Microsoft Excel, Microsoft Word, Power Point, ADP, Balckline, and various report generating software.

PROFESSIONAL EXPERIENCE:

Confidential, Orange County

CPA Consultant performed as Interim Manger

Responsibilities:

• Overhauled existing intercompany consolidation model for a $4B company in Markup, Profit in inventory and Intercompany Sales areas. Developed detailed operation manual, and trained new Managers on taking over these job functions.
• Coordinated with Sales, Customer Service, and warehouse departments, and cleaned up 5 years open AR past dues with more than 85 Distributor customers.
• Reported to VP Finance directly on risk identifications and control developments to improve integrated operation and ensure SOX compliance.
• Caught up 6 months missing transactions for company under legal disputes among shareholders, and finalized 6 months consolidated financial reports according to IFRS (China) and US GAAP..
• Developed 6 weeks cash forecast model after analyzing sales forecast, customer payment pattern, and AP payment plan.
• Finalized 2015 flexible budgeting with monthly forecast, KPI management, and cash planning.

Confidential, Costa Mesa, CA

Accounting Director

Responsibilities:

• Actively developed supporting strategies and analysis in qualifying various stages of due diligence requirements on selling the privately owned company to a public parent company with a finalized $150M deal.
• Lead GL Team on cleaning up reconciliations of all balance sheet accounts, developing accrual procedures, and complete monthly KIP/ management report.
• Successfully supported Chevron client audit and resulted in $300 million dollars new order and national recognition by Chevron.
• Worked closely with Corporate SOX team in risk identifications, control improvements, and compliance enforcement.
• Successfully contested Confidential annual insurance audit with effective analysis of payroll records in reducing $300K 2012 Workers’ Comp premium.
• Renovated Collection strategies and built up strong collection team work in reducing $4.5M over 90 days AR Aging, and maintained it around $0.3M level ever since.
• Implemented Automatic Loan Sweep mechanism and Positive Pay controls, saved $20,000 in interest and effectively prevented duplicate cash payments.
• Developed comprehensive billable hours forecast and 6 weeks cash forecast system. Safely covered 35% sales surge in the beginning of 2014.
• Completed License Registration and retroactively filed 3 years sales tax with various States before transitioning the Sales Tax filings to Corporate Tax department.

Confidential

CPA Consultant performed as Accounting Management

Responsibilities:

• Effectively prepared a newly merged $70M subsidiary of a foreign public company in passing the Big 4 SOX audit.
• Successfully conducted Month End closing with 2.5 days upon filling in as an intermediate Divisional Controller for a public company.
• Traveled to Japan in completing 3 years strategic planning, comprehensive cost analysis, and US GAAP compliance enhancement.
• Worked with foreign CPAs and attorneys in ensuring compliance of foreign IFRS reporting standards, developed effective tax integration, and saving over $100K in taxes.

Confidential, San Clemente, CA

Global Accounting Controller

Responsibilities:

• Improved Asia and Europe regional accounting office role from simply AP processing to full financial reporting.
• Reconciled the consolidated balance sheet for the first time in the company’s 30 years history.
• Revamped AP controls and procedures by facilitating accrual accounting, inter-company transactions, and disbursement authorization policy. Effective controls prevented over $300K duplicate payments.
• Conducted effective cost controls and expenditure streamlining strategies, which resulted in a total of 8% reduction of selling and administrative expense in 2009.
• Developed effective inventory management in physical count, inventory reconciliation, and valuation. Resolvd over $350K slow moving inventories.
• Contributed more than $750K annual tax savings by integrating global tax planning and coordinating with regional accounting management and local CPAs.
• Effectively supported IRS audits with professionally organized complete work papers, which attributed to the auditor’s conclusion of “least risk exposure for future audit.”
• Supported dynamic sales strategies with timely analysis of ROI, pricing structure, and contract review, which saved $400K rebate overpayments in 2008 and 9009.
• Developed comprehensive GP analysis for new contract negotiations and assisted with restructuring which resulted in a 10% GP increase in 2009.