SUMMARY:

• Fifteen years of progressive experience in the field of Accounting, Finance, Auditing, Taxation, Cost Accounting, ERP System, SEC reporting, Financial Consolidation, Multi - national Operation, Management, Merger and Acquisition, Venture Capital, and Human Resource. I am a hands-on, proven-team leader, and team player who is effective and diligent in improving company overall performance.
• Strong technical understanding of GAAP, which include SOP 97-2, FAS 52, SFAS 141, SFAS 142, SFAS 123(R).
• Strong accounting and analytical capabilities; experienced in forecasting, budgeting, analysis, and financial modeling, ROI calculations.
• Excellent leadership skills and outstanding interpersonal skills and ability to interface with senior levels of management and external auditors.
• Ability to exercise positive influence in large and small group situations; Strong desire to succeed.
• Ability to work in fast-paced environments, proven leadership and business management acumen.
• Excellent record of and advancement earned through demonstrated contribution to bottom-line results.

TECHNICAL SKILLS:

Technology and Tools: Excel, Word, PowerPoint, MS Access, MS project, TriNet/ Paychex/ ADP payroll, ERP System, Web Based Accounting and Financial Software, Web Based Project Management Software, and Stock Administration Software, etc.

PROFESSIONAL EXPERIENCE:

Confidential, Sunnyvale, CA

VP Finance/ Corporate Controller

Responsibilities:

• Responsible for monthly, quarterly, and year-end close process, including preparation of internal/ external consolidated financial statements, reconciliations, and variance analysis;
• Lead all aspects of technical accounting including monitoring and ensuring timely identification of and compliance with evolving accounting guidance, providing GAAP interpretation, and documenting issues appropriately. Research technical accounting matters as they arise and determine accounting treatment for complex transactions based on such research;
• Manage all tax planning and compliance with all required federal, state, local, property, and other applicable taxes;
• Responsible for compliance reporting and management of compliance audits;
• Analyze financial results with respect to profits, trend, costs, and compliance with base plan budgets;
• Prepare equity compensation and FAS 123(R) calculations for financial statement disclosures and forecasting;
• Communicates with auditors, tax preparers, and vendors, in regard to accounting issues;
• Coordinate all financial statement audit activities and engage with outside audit firm in successful completion of annual audits;
• Support senior management with various analysis and ad hoc projects, including the preparation of quarterly board of director presentations;
• Manage the successful working relationship with other departments, vendors, customers, investors and other interested parties.

Confidential, San Jose, C A

Corporate Controller

Responsibilities:

• Build accounting, finance, and human resource infrastructure from initial start-up stage to support multi-million dollar operations with top tier customers;
• Maintain timely and accurate financial statements and reports in accordance with GAAP;
• Responsible for establishing and maintaining controls/procedures sufficient to insure protection of the company’s assets; strengthened fixed assets management by implementing internal control procedures, assets schedules, depreciation schedules, and assets tag system;
• Engage actively in the areas of cost-saving efficiencies, process improvements, internal controls, and compliance;
• Develop and maintain standard cost accounting models that provide detailed cost data for the products and services of the entity and the examination and analysis of standard/ project cost variances;
• Develop and maintain reporting models that provide detailed cost data related to the various research and development activities of the entity;
• Prepare equity compensation and FAS 123(R) calculations for financial statement disclosures and forecasting;
• Assure payroll data is timely and accurately reported in the various financial reports;
• Prepared due diligence materials for investors and successfully closed rounds of financing;
• Responsible for the design, implementation and maintenance of accounting and control systems to reflect industry best practices and SOX 404 compliance;
• Assist with the Board presentation, and ad-hoc presentation package;
• Recruit, train and develop staff with the necessary skills to meet the objectives of the entity and the department;
• Motivate staff and provide guidance, feedback and encouragement to assure that work output is timely, accurate, and validated with appropriate documentation;
• Designed and implemented the IPO road map;
• Completed the four years audit by big 4 CPA firm.

Confidential, Cupertino, CA

Controller

Responsibilities:

• Draft accounting technical memos and approved by the auditors;
• Designed the IPO work plan and lead the IPO readiness team;
• Led the transition away from Swedish GAAP and building US GAAP public company capabilities;
• Work on S1 filing and designed financials and disclosure templates in the accounting system;
• Prepare and manage the preparation of the MD&A, fluctuation analysis, and technical disclosures;
• Designed FAS 52 consolidation module and implemented in the accounting system;
• Analyzed business acquisition transactions and prepared adjustments based on EITF 98-3 and SFAS 141;
• Completed R&D Capitalized schedule based on FAS 86 and 98-1.
• Coordinate outside two year audits by big 4 CPA firms.

Confidential, Santa Clara, CA

Vice President of Finance

Responsibilities:

• Worked with investors and completed the merger transaction with Confidential and formed the largest meeting management software company in the industry;
• Completed two year audit by big 4 CPA firm. The two year audit included auditing a previous merger transaction. seeUthere and PlanSoft merged and form Confidential in November 2004. Performed purchase accounting entries based on SFAS 141. Revalued and adjusted revenue and deferred revenue for the acquired company;
• Worked with valuation companies and complete the SFAS 141 valuation and the SFAS 142 impairment study;
• Oversee all management accounting functions of the company, including month-end close, consolidation, general ledger activity, payroll, accounts receivable, accounts payable, fixed assets, capital leases, interoffice cost, lockbox cash management, bank reconciliation, internal management reporting, and auditor reporting requirement;
• Ensure proper financial controls are maintained throughout the company. Ensure compliance with all appropriate policies and procedures and identify and resolve control issues;
• Leverage technology and effectively use information systems and tools to generate financial reporting and provide owners and senior executive with analytical support to drive decision-making;
• Oversee monthly and quarterly financial reporting including the review of monthly financials at both consolidated and entity level;
• Assist on providing guidance for business expansion, change on legal structure, new product offering, and change on business processing;
• Responsible for financial planning and annual budget process; worked with senior management to develop budgets, financial forecasting, financial analysis, revenue plans, and cash flow;
• Manage the policy, compliance and process regarding SOP 97-2 revenue recognition, maintaining consistencies worldwide for revenue recognition compliance;
• Manage the administration of daily stock option activities;
• Prepare equity compensation and FAS 123(R) calculations for financial statement disclosures and forecasting;
• Evaluate, improve and maintain documentation related to current equity processes and procedures;
• Serve as resource for the researching and providing clear guidance for accounting issues;
• Negotiated and structured debt financing deals with venture capital firms;
• Completed R&D Capitalized schedule based on 98-1;
• Manage relationships with external auditors, investors, customers, partners, and vendors.

Confidential, San Jose, CA

Controller

Responsibilities:

• Responsible for adequate internal control documentation; Server as a liaison with auditors regarding design and effectiveness of internal control regarding Sarbanes-Oxley section 404 internal control reporting;
• Manage and comply with SEC regulations and SEC reporting; Manage audit of external Big 4 CPA auditors;
• Manage quarterly reviews, interim audit and annual audit, working directly with the company’s external auditors;
• Responsible for financial planning and annual budget process, including the development of projects profitability based on percentage of completion accounting; worked with senior management to develop budgets, financial forecasting, financial analysis, revenue plans, and cash flow; Prepare and submit annual business plan and capital budget;
• Prepare monthly account reconciliations and actual-to-budget variances analysis; identified key success factors and areas of concern; report findings to the senior management;
• Constantly meet and exceed revenue, collection, and profit targets;
• Perform and oversee credit and collection procedures and account receivable management;
• Successfully manage DSO (days of sales outstanding) and reduce DSO from 98 days to minus 3 days;
• Successfully integrated newly acquired company’s financial systems;
• Prepare daily flash report to show snapshot of performance;
• Administered employee benefits programs and 401(K) plans.

Confidential, Palo Alto, CA

Corporate Controller

Responsibilities:

• Complete the three years audit by big 4 CPA firm;
• Responsible for revenue recognition under SOP 97-2; ensured GAAP adherence;
• Managed month-end and year-end close. Shortened the month close process from 15 days to 3 days;
• Actively participated in the development of a corporate business plan and corporate financial plan;
• Established internal control procedures and improvement to the accounting systems;
• Created financial planning and monthly reporting processes that provide a management tool for identifying opportunities for improving company performance while ensuring predictable results;
• Implemented FAS 13 on the leased assets. Assured proper accounting procedures for the $6M capital leased assets are implemented;
• Maintained the company's relationship with its commercial banks and equity institutions;
• Worked with Silicon Valley law firms on intellectual properties, equity related, and corporate matters;
• Provided administration and oversight for the company stock option plan. Updated capital table monthly;
• Provided leadership in the human resource areas and ensured compliance with all external requirements.

Confidential, Milpitas, CA

Accounting & Personnel Manager

Responsibilities:

• Selected and installed integrated accounting/business management software in client/server environment which managed and on-time updated accounting data, integrated departments and business locations, automated internal auditing, and generated financial reports as requested by management; Integrated system and internal control increased productivity 100% and reduced cost by 30% for the entire organization;
• Managed, direct, and developed the company’s finance and accounting organization; Managed staff of twelve supporting all of the accounting and finance activities, including AR, AP, inventory, collection, payroll, credit, sales and used tax, payroll tax, and corporate income tax, and financial reporting;
• Increased cash inflow through third party leveraging; Successfully Initiated corporate leasing program and personal financing programs, new programs generated more sales leads and increased sales volumes by 20%;
• Successfully defended sales tax audit; Furnished corporate sales and used tax returns on a quarterly basis;