Derek Tan, CPA

ICFR Specialist at Dole plc
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US

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Credentials

  • Certified Public Accountant (CPA)
    California Board of Accountancy
    Sep, 2017
    - Nov, 2024
  • Quickbooks Online Certified
    Intuit
    Nov, 2014
    - Nov, 2024

Experience

  • Dole plc
    • Ireland
    • Food and Beverage Manufacturing
    • 400 - 500 Employee
    • ICFR Specialist
      • Jun 2021 - Present

      Manages the implementation, testing, monitoring and continuous improvement of ICFR in support of first year SOX compliance.» Coordinates the planning, scoping, risk assessment, and conclusion of all business cycle control testing related to internal controls over financial reporting. » Identifies risks relevant to the location under review and suggests controls to be implemented to mitigate the risks.» Executes test of design and operating effectiveness testing for key controls in accordance with established guidelines.» Monitors the implementation and remediation of controls for respective locations and provides relevant expertise and guidance for control execution to control owners.» Liaises with External Auditors and Finance Directors as needed. Show less

    • Corporate Accountant / Internal Auditor
      • Sep 2019 - May 2021

      » Conducted internal audit tasks across Europe and the Americas by leading assurance and advisory engagements from planning through fieldwork and reporting.» Communicated internal audit potential findings in a timely and collaborative manner with process owners to develop practical recommendations in remediating control deficiencies.» Initiated timely and accurate monthly reporting of financial information from holding companies including the preparation of month end reconciliations and closing entries, budgeting and forecasting.» Worked closely with subsidiaries and joint ventures to ensure accurate completion of year-end reporting including reviewing financial reporting packages before submitting to group. Show less

  • Apria
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior Accountant
      • May 2019 - Sep 2019

      Executed complex account reconciliations and resolved variances for assigned functional areas. Performed month-end close process and interfaced all reporting systems/accounting transactions into the general ledger. Prepared various data and analysis for quarterly financial reporting. Executed complex account reconciliations and resolved variances for assigned functional areas. Performed month-end close process and interfaced all reporting systems/accounting transactions into the general ledger. Prepared various data and analysis for quarterly financial reporting.

  • CBIZ Advisory Services
    • United States
    • Accounting
    • 700 & Above Employee
    • Senior Audit Associate
      • Feb 2019 - Apr 2019

      Managed client audit engagements in an in-charge capacity with responsibilities in budget setting, conducting planning meetings, directing and supervising staff, performing audit procedures, analyzing financial data, and executing issuance of audited / reviewed financial statements that are fairly presented in alignment with GAAP.

    • Audit Associate
      • Sep 2015 - Jan 2019

      » Oversaw the entire audit life-cycle by conducting strategic planning, risk assessment and mitigation, staff development and reporting. Experienced in performing the entire audit procedures such as financial data / P&L analysis, audit documentation, validating, testing and assessing various control processes of financial accounts with minimal supervision.» Interacted with controllers and various employees throughout the organization to gather critical information necessary to conduct the audit and to make sure due dates and turnaround times were met.» Analyzed financial statements for year over year fluctuations and reconciled variances from account ledgers and schedules. Executed various balance sheet and P&L analysis, J-SOX procedures, revenue recognition, inventory valuation testing and variance analysis. Experienced in financial statement preparation and reporting.» Planned and performed various inventory observation assignments and assumed the lead role during these physical inventory counts. Show less

  • Miller Kaplan
    • United States
    • Accounting
    • 100 - 200 Employee
    • Auditor
      • Mar 2015 - Aug 2015

      Assisted in the completion of audit engagements with assignments focusing on investments, cycle testing, comparative profit and loss analysis and drafting of financial statements. Provided audit support to numerous clients with excellent performance feedback from managers resulting to more challenging work assignments, all within the span of 5 months. Assisted in the completion of audit engagements with assignments focusing on investments, cycle testing, comparative profit and loss analysis and drafting of financial statements. Provided audit support to numerous clients with excellent performance feedback from managers resulting to more challenging work assignments, all within the span of 5 months.

Education

  • De La Salle University
    Bachelor's Degree, Economics and Business Management
  • El Camino College
    Earned credits in Intermediate Accounting, Cost Accounting, Managerial Accounting,Taxation & Law, Accounting
  • UCLA Extension
    Extension Program: Earned credits in Advanced Accounting and Auditing, Accounting

Community

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