SUMMARY:

• Senior level corporate finance executive with over (18) years of experience in accounting, financial management, IT automation, data analytics, risk assessment and process documentation with national and multinational organizations across various industries. Successfully completed course in Robotic Process Automation (“RPA”) program.
• Fluent English, French, Hindi with extensive experience in - living and working - with ability get things done inside gov't entities such as EU.
• Over various projects implemented, discovered widespread misunderstandings, root cause of pervasive mistrust that resulted in stalling of projects and spearheaded organized systematic campaign to re-educate staff that led to a legacy cultural shift whereby people trusted the system.
• Experienced in successfully engaging multiple personality-types, Sensitive to local cultural differences and strongly attuned to people from various backgrounds. Ability to win consensus and support for transformational change by evaluating and communicating “What's in it for you" and "here's why" when explaining changes.
• Cost Accounting; Project Management; Risk Assessment; Internal Controls Development; Process Improvement; Internal, Statutory & Operational Audits; Internal Audits; General Accounting;; Compliance Reporting, IFRS, SOX

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco Bay Area, CA

MANAGER COMPLIANCE/ASSISTANT CONTROLLER

• As a consultant assisted in the implementation and documentation of new accounting technical literature and SEC regulations. Assessed the impact of proposed accounting literature (including ASC 606/ASC 842) on the business as well as accounting and financial reporting processes. Prepared documentation of significant accounting matters and/or accounting positions that will be communicated with external auditors. Responded to technical accounting inquiries from field operators, finance staff and external auditors;
• Communicated latest technical accounting pronouncements related to Revenue recognition, Lease Accounting to the accounting team and leadership team at various client organization to ensures that current accounting standards and legal requirements are met
• Was acknowledged for the higher revenue contributor towards the firms revenue within a year of joining;
• Assisted in developing process documentation that facilitated in streamlining the process, and eliminating redundancies resulting in a saving through the tune of $200k the clients cost;
• Within 3 months provided strategic advice takeover of one of the smaller CPA firm that helped the acquiring firm to position itself in the consulting realm
• Assisted to get new business and increase the revenue of the firm through building alliances and partnership in the community ;
• Monitor monthly financial operations through review of cash, Accounts Payable, Payroll and General Ledger for various small companies. Managed month-end close process. Supervised and prepared monthly Journal entries and account reconciliations;
• Reviewed, updated, and/or developed internal control systems for the clients and oversaw internal audits to check for compliance on a variety of policies and standards. Provides recommendations for improvement.
• Worked closely with staff to ensure that budgets are well-planned, realistic, and prepared in a timely manner.
• Maintained working relationships with auditors, bankers, investment counselors, attorneys and other professional advisors for various clients;
• Represent the Firm and clients at seminars, workshops and business events

Confidential

MANAGER, FINANCE AND ACCOUNTING

• Led projects for Accounting team to migrate from SAP to JED 9.0 and to JDE 9.1
• Maintained and ensured compliance with Confidential procedures consistently by designing, reviewing, and modifying accounting system processes and procedures, ensuring accuracy of data and adhering to generally accepted accounting principles.
• Transitioned routine work to outsourcing partners, lowering processing transaction and administration costs and providing value add to stakeholders.
• Worked closely with operations staff and leadership team on issues that affect financial outcome. Prepared specific recommendations through providing detailed reports on labor costs, identifying costs that related to operations and non- operations-related labor costs, increasing financial operating plan (FOP) for product lines by $1.2M.
• Established and implemented and maintained cost standards for inventory, ensuring inventory was valued in accordance with company policies;
• Worked directly with assigned committee(s) of the leadership team (Treasury, Finance, Insurance, Investment, and Audit) to build volunteer relationships, developed policies, monitored their implementation and meet the related needs of the leadership team;
• Prepared technical accounting memos for Goodwill Impairment, revenue recognition for management and audit purposes;
• Managed investments, under the direction of the Treasury and Investment Committee policies, and within the risk tolerance expressed by the Board via the asset allocation policy;
• Identified and corrected $800K in cost errors and supporting documentation not meeting revenue recognition criteria while conducting look back process.
• Ensured compliance with SOX requirements and participated in implementation of additional controls as required reducing consultants cost by $200k.
• Reduced monthly close from 6 to 4 days, ensuring compliance with corporate strategy and assisting senior management review month end result and make adequate corporate decisions.
• Participated in migration of data from SAP to JDE by testing data migrated accurately, reconciling trial balance of 13 subsidiaries within SAP agreed to trial balance in JDE post migration and led Finance team with transition of JDE upgrade by performing end user testing, identifying issues, and recommending improvements, ensuring upgrade met end user documentation and timelines.
• Performed analytical and complex multi-element revenue transactions by working closely with senior-level executives by providing best practice advice and revenue guidance on issues relating to sales, legal, RFP, and professional services.
• Oversaw all aspects of the revenue recognition function, and has worked directly as a finance business partner with sales and legal on deal structure, review and analysis for multimillion dollar transactions. Additionally, developed and maintained a home-grown revenue engine to automate backlog reporting, revenue recognition and forecasts.

Confidential

MANAGER - INTERNAL CONTROLS AND COMPLIANCE

• Developed internal controls framework and assisted in transition of Legacy software to PeopleSoft and created an Internal Controls team.
• Assessed operational risk by reviewing processes and discussed with various stakeholders, including impact of collective bargaining agreement, resulting in developing risk management framework in payroll, HR, and benefits processes for both in scope and out of scope employees.
• Worked with senior leaders, auditors, and others, ensuring documentation for implementing new PeopleSoft platform was delivered on time, and implementation documentation had quality results, and contained creative solutions.
• Reviewed Segregation of Duties in e-People for potential gaps and recommended solutions.
• Led discussion and collaborated with senior leaders to develop IT and business internal controls for entire organization, mitigating risk of legislative and regulatory non-compliance.
• Introduced and performed data mining using advanced excel and Audit Command Language (ACL), enabling analysis of payroll data.

Confidential

CORPORATE AUDIT MANAGER/ INTERNAL CONTROL

• Assisted in developing Internal Audit charter, performed complex internal audit. Identified, evaluated, documented, and implemented internal controls in SAP processes. Participated in pre-implementation review of IT (SAP ECC (GL, AP, FA, IO, PCA/CCA), and SAP CORE banking controls (CRM, account origination, loans, deposits, payment engine).
• Reviewed SAP’s finance, accounting audit, and banking modules, to identify inherent risks, control assessments, and identified controls within IT systems.
• Developed and implemented corporate audit risk assessment model for front, middle, and back office functions.
• Documented processes for corporate functions, identifying risk and recommending solutions for mitigating risks identified with appropriate buy in from stakeholders.