SUMMARY:

• Detail orientated with exceptional multi - tasking capabilities; Thrives in fast paced challenging environment
• Comprehensive accounting experience- Confidential reporting; SOX documentation/testing/compliance
• Manage/Responsible for A/P, A/R, F/A, G/L, and payroll functions. Oversee consolidations/eliminations of International subsidiaries (FAS 52)
• Experienced Master Tax Prepare/Adviser with specialty in Individual/Small Business Tax preparation as well as Tax Instructor
• Prior Retail Sales background-customer service, cashier, stocking, other duties as required
• Previous Real Estate mortgage associate-mortgages including refinancing, support with negotiations and securing funding.
• Strong systems background (Oracle, NetSuite, MAS90/200, Quickbooks, & Great Plains)- expertise in automation and process improvement
• Core team member for Oracle 11i/R12 implementation; Lead on General Ledger and financial reporting requirements
• Timely financial statement preparation, analysis and distribution. Support respective dept managers and VPs accordingly
• Broad business tax experience-property tax, multi-state sales and use tax; manage preparation of corporate tax provision.
• Strategic planning including budget preparation, cash forecasting, gross margin review and financial analysis
• Streamline close timeline through review of pre-close processes and allocation of responsibilities including timely reconciliations
• Review of sales contracts and proper application of SAB104 & EITF 00-21
• Extensive HR background (emphasis in CA Labor Law, Benefits Administration and Employee Relations)
• Implementation of Expense Report Policy; Administration & Review of Expense Reports (ensure compliance with IRS regs)
• Design and implement various compensation/benefit programs. Assist Managers in review of existing compensation packages.

SYSTEMS EXPERIENCE:

• Oracle 11i-Member of core team (SME) for three implementations; Design COA and write FSG’s as needed; Improve system utilization and streamline consolidations process. Support rollout of I-Procurement, Revenue Workbench and Cash Management.
• Great Plains-Key in implementation for Confidential offices including GL, AP, FA, and AR (through customized data portal)
• Strong proficiency with Microsoft Office including Excel, Word, Outlook, Power Point and Access.
• Other-Quickbooks, JD Edwards, Askmanman, MAS90 and MAS200, OSAS, Platypus, ADP, EBS Online, Paychec and Concur

PROFESSIONAL EXPERIENCE:

Confidential

Accounting Consultant

Responsibilities:

• Drive year-end close, external audit and assist with tax provision.
• Oversee close process, assume Fixed Asset responsibilities, review/approval of journal entries and in-depth scrub of account reconciliations.
• Mentor new payroll individual with preparation of journal entries and related reconciliations.
• Coordinate with international subsidiaries to streamline consolidation process and obtain required support for external audit team.
• Ensure cost sharing allocation was complete and accurate.
• Key participant in 3-year sales/use tax audit in California/Texas and assessing reporting requirements in multi-states.
• Assume key role in Multi-State Sales/Use Tax review-determining Confidential, Confidential ’s, amended returns and assessing internal process, etc.
• Facilitate and drive, FY14 workers compensation audit.

Confidential

Controller

Responsibilities:

• Responsible for all aspects of Accounting/HR for Confidential Public Company
• Coordinate 2 year external audit including all schedules, analysis, research and financial records reconstruction
• Recreate all EE files, prepare 2011 W-2’s, standardize hiring practice, implement PTO and compensation packages.
• Begin 2 year sales/use tax audit-California, preparation/analysis of internal purchase
• Assist with software implementation and design of new COA.
• Prepare all account reconciliations for prior 2 years, implement month end closing schedule, streamline accounting policies/practices
• Provide support to CEO as requested (contract review, financial analysis, employee issues)
• Interact with all levels of personnel and board members. Participate in weekly management meetings-forecasts/planning

Confidential

Accounting Professional

Responsibilities:

• Various roles in Accounting/Finance/Taxes and HR.
• Confidential preparation and oversee external audits.
• Drive month end close and assist with process review and improvement.
• Journal entry preparation and extended account reconciliations.
• Property Tax Return review and preparation.
• Review and implement fixed asset policy and systems.
• Manage payroll and related journal entries.
• Confidential preparation and manage tic and tie binder.
• Extensive utilization of Oracle 11i/R12 experience.
• Internal control evaluation and documentation. Manage/mentor staff as needed.

Confidential

Director of Accounting

Responsibilities:

• Drive Semi-Annual audit; Work with various external audit firms for compliance, tax and reporting (EY and DT)
• Responsible for all Confidential based accounting processes; coordinate efforts with UK counterpart for consolidations
• Ensure proper treatment /recognition of all revenue for Confidential ops as well as implement controls for proper COGs amortization
• Facilitate preparation of annual budget and related periodic analysis; Responsible for cash and revenue forecasting.
• Key in implementing Great Plains financial and billing modules within Confidential ; Define requirements and ensure execution
• Oversee all banking relationships and securing needed financial instruments (credit lines, vendor relationships)
• Implement business unit policies and support all internal audit efforts associated with the business model
• Satisfy prior TSA initiatives while migrating from Verisign (Oracle) to Great Plains
• Support efforts to consolidate Confidential operations; liaison for transfer price study, tax reporting structure and sales tax applicability
• Review all Confidential HR policies, compensation/benefit packages-design equitable employee incentive programs

Confidential

Sr. Accounting Manager

Responsibilities:

• Manage General Accounting Team (A/P, G/L, F/A, P/R, consolidations and reporting)
• Oversee preparation of all payroll related entries/reconciliations including stock based compensation (ESPP, RSA/RSU)
• Preparation of various Confidential ’s and flux analysis for external audit; Facilitate audit to ensure timely completion
• Assist with Confidential reporting requirements as needed (risk factors, accounting pronouncements, footnotes, tables, tic and tie)
• Review all non-inventory purchase requisitions. Provide appropriate GL account and verify approval matrix
• Review and update SOX narratives/controls for responsible functions, support testing efforts and remediation as needed
• Assume F/A management after department RIF, prepare bank reconciliations (185M) and cash forecasts
• Instrumental in Oracle process improvement-implemented cross validation, I-procurement, auto JE numbering, daily cash clearing management, monthly department spending review and preconsolidated reporting; Implement Confidential ’s
• Key in finalization of Confidential Sales Tax Project (18 states) and CA Sales Tax Audit.

Confidential

General Accounting Manager

Responsibilities:

• Manage general accounting department functions (A/P, A/R, P/R, G/L, consolidations and reporting).
• Develop and mentor staff of 8.
• Lead on periodic audits-acting as liaison with external auditors (PWC and EY). Prepare flux analysis and roll forwards as needed.
• Drive annual budget preparation and interim cash forecasting. Review actual to plan and discuss with appropriate management
• Support payroll transition from EBS Online to ADP in less than 6 weeks; Backup payroll processing as needed
• Oversee monthly GL review process, preparation of financial statements and timely distribution
• Responsible for quarterly reserve analysis and calculations. Review account reconciliations and staff journal entries.
• Responsible for review of all Confidential equipment sales contracts ensuring proper accounting treatment per SAB104 & EITF 00-21
• Assist with calculations and assumption gathering for FAS123R implementation for 2006
• Supported purchase accounting and related entries for Laserscopes acquisition of InnovaQuartz in 2006, subsequent acquisition of Confidential by AMS in 2006 and subsequent divestiture of Aesthetic division in 2007
• Key in SOX documentation, testing and remediation for 2004 and 2005. No material weaknesses found.
• Member of Core Team for Oracle 11i implementation. Confidential for General Ledger/Reporting setups.
• Design COA and Confidential definitions. Responsible for data validation including International Ops-local/functional currencies.
• Drive Confidential reporting with adherence to accelerated filing schedule.
• Responsible for gathering of all support and Tic/Tie binder.