SUMMARY:

• 5 years of auditing experience in both Big 4 and local CPA firm specializing in high - tech industry
• 12 years of industry accounting experience in technical accounting and financial reporting in software and hardware companies
• Well versed in US GAAP and drafted technical memos on complex, non-recurring accounting transactions

PROFESSIONAL EXPERIENCE:

Confidential

Manager of Financial Reporting & Compliance

Responsibilities:

• Managed a team of 3 staff on month-end close, external reporting, technical accounting and tax function.
• Single-handedly prepared manual consolidation of financial statements for 4 entities and the related footnote disclosure.
• Prepared quarterly reporting and disclosure package under both US GAAP and IFRS.
• In charge of external audit by coordinating with 11 divisions’ controllers and corporate accounting team; prepared and reviewed various flux analysis and PBC schedules.
• Actively involved in discussion of audit issues with senior finance management and Big 4 audit partner.
• Conducted extensive accounting research and prepared technical memos including revenue recognition (ASC605), forward exchange contract (ASC815), accounting method change on depreciation, various leasing topics (ASC840 & ASC410), pension expense recognition (ASC715), restructuring cost (ASC420), etc.
• Managed and reviewed foreign subsidiaries’ accountants on submitting monthly financial data and quarterly external reporting package.
• Successfully created and implemented balance sheet projection model.
• Closely worked with SOX consultant on assessing scope, conducting interviews with business process owners to update current processes (before and after SAP system implementation), and performing ongoing internal control review with internal control committee.
• Closely worked with Big 4 tax team to prepare tax provision and tax return related requests.
• Consistently received feedbacks from top executives on excellent presentation skills; conducted technical accounting training to accounting team members and new manager training across the company.
• Successfully drafted and implemented new accounting policies and procedures to address internal control issues and audit issues including inventory-in-transit policy, expense variance review policy, revenue recognition policy, etc.
• Initiated a new project to automate reporting process using cloud-based software.

Confidential, San Jose, California

Technical Accounting & SEC Reporting Analyst

Responsibilities:

• Prepared sharecount and EPS calculation.
• Actively participated in preparing 10-K and 8-K material; worked with legal on proxy filing.
• Prepared Equity Rollforward Schedule and Cash Flow Statement.
• Prepared Stock Based Compensation Memo and quarterly SBC entries.
• Conducted research and advised on accounting treatment for software revenue recognition issues.

Confidential, Cupertino, California

Senior Accounting Manager

Responsibilities:

• Managed a team of 10 accounting staff on AR, Revenue, AP, GL, Technical Accounting and External Reporting.
• Managed the team to prepare 20-F related disclosure package.
• Worked closely with Sales, Legal and FP&A to review complex multiple-element software revenue contracts in accordance with SOP97-2.
• Acted as primary finance member in the company’s M&A taskforce for 4 acquisitions. Effectively coordinated with various groups during the entire process of M&A related accounting i.e. due diligence, valuation, integration, IP transfer, goodwill impairment analysis, etc.
• Prepared consolidated financial statement for 4 international subsidiaries using Hyperion.
• Performed technical research and prepared technical memo on VSOE analysis (SOP97-2), Software for internal use (SOP98-1), Business Combination (ASC805), fixed asset impairment (ASC360); goodwill impairment (ASC350), MDF treatment ( EITF01-09 ), etc.
• Supervised SOX project lead and worked closely with individual process owners from various departments to prepare documentation, deficiency remediation plan, and testing procedure.

Confidential

Senior Accountant

Responsibilities:

• Assisted corporate finance team with SEC reporting process.
• Participated in preparation of 20-F (annual report for foreign private issuer; 10-K equivalent).
• Prepared monthly consolidation of foreign subsidiaries with multi-currency conversion.
• Acted as primary contact for external financial auditor during financial audit.
• Prepared MD&A related commentary.
• In charge of month-end close process by streamlining closing process and analyzing financial data against budget and history.
• Prepared majority of PBC requests for tax provision and tax return.
• Successfully worked with Big 4 tax advisor on R&D tax credit project and obtained $2.5M tax credit from IRS.

Confidential, Campbell, California

Audit & Accounting Supervisor

Responsibilities:

• Awarded for “Employee of the Quarter” for excellent client service and teamwork.
• Supervised several accounting professionals in audit and accounting projects for companies in software, computer, manufacturing, mortgage banking, and entertainment industries.
• Prepared complex financial statement analysis, cost analysis, as well as budgeting and forecasting for pre-IPO companies.

Confidential, Mountain View, CA

Senior Auditor

Responsibilities:

• Performed several IPO audits for software clients by preparing in-depth financial statement analysis and S-1 statements to submit to SEC; evaluated contracts for proper revenue recognition.
• Actively participated in SEC reporting engagements including reviewing 10-K, 10-Q, 8-K filings and related footnote disclosures.
• In charge of audits for clients in software, computer, telecommunication, and manufacturing industries.
• Completed audits for international corporations including intercompany account reconciliations, foreign currency translation, coordinating with foreign subsidiaries for statutory reporting compliance, and preparing consolidated financial statements.

Confidential, San Francisco, CA

Responsibilities:

• Actively participated in SEC reporting engagements and international consolidation process.
• Performed audits for clients in software, telecommunication, manufacturing, health care, and insurance industries.