Experience

Kranz Consulting

• United States
• Accounting
• 1 - 100 Employee

• Accounting Controller

  • Feb 2020 - May 2020

  Menlo Park, California, United States Preparation and/or review of financial statements and related fluctuation analysis and management reports. Implement, document, and maintain adequate and effective internal controls and processes to ensure timely and accurate financial and management reporting. Provide technical accounting GAAP guidance and support to all team members.



Keating Consulting Group (acquired by EisnerAmper/Eisner Advisory Group)

• United States
• Financial Services
• 1 - 100 Employee

• Senior Controller

  • Nov 2018 - Feb 2020

  Work with multiple technology and service startups to set up their initial accounting and finance controls, managing a team of accountants handling monthly duties and keeping books diligence-ready. Establish, monitor and enforce a comprehensive set of internal controls, establish policies and procedures around accounting and financial related issues. Prepare various monthly and annual corporate financial reports for clients including consolidated financial statements, income statements, balance… Show more Work with multiple technology and service startups to set up their initial accounting and finance controls, managing a team of accountants handling monthly duties and keeping books diligence-ready. Establish, monitor and enforce a comprehensive set of internal controls, establish policies and procedures around accounting and financial related issues. Prepare various monthly and annual corporate financial reports for clients including consolidated financial statements, income statements, balance sheet statements, cash-flow statements Show less



Vasona Networks

• United States
• Telecommunications
• 1 - 100 Employee

• Vice President of Finance

  • Feb 2012 - Dec 2018

  San Jose, Ca •Review of monthly accounting close process including analytical review of the monthly operating results including related key performance measure reports to ensure accurate financial reporting and appropriate documentation and support of all financial entries •Oversight of all general accounting processes including accounts payable, payroll, billing, collections, compliance with all government reporting, monthly close processes including review of monthly account reconciliations… Show more •Review of monthly accounting close process including analytical review of the monthly operating results including related key performance measure reports to ensure accurate financial reporting and appropriate documentation and support of all financial entries •Oversight of all general accounting processes including accounts payable, payroll, billing, collections, compliance with all government reporting, monthly close processes including review of monthly account reconciliations, preparation and review of financial statements in accordance with GAAP, preparing monthly fluctuation analysis and management reporting •Foreign currency translation and manage international consolidation. •Management of financial audit, 409a, and annual tax return coordination and filing •Evaluate the results of operations with executive management. •NetSuite implementation Show less



Silicon Valley Finance Group

• Accounting
• 1 - 100 Employee

• Senior Controller Consultant

  • Dec 2011 - Jul 2015

  •Responsible for the day to day relationship with the client and for managing the staff accountants on the client service team. •Preparation of cash forecasts, budgets, margin analysis, oversight of equity and related option tracking. Served as point person for Audits for various client companies. •Defining and implementing policies and procedures to insure appropriate levels of financial controls and adherence to GAAP and responsible for coordination with any outside audit firms on… Show more •Responsible for the day to day relationship with the client and for managing the staff accountants on the client service team. •Preparation of cash forecasts, budgets, margin analysis, oversight of equity and related option tracking. Served as point person for Audits for various client companies. •Defining and implementing policies and procedures to insure appropriate levels of financial controls and adherence to GAAP and responsible for coordination with any outside audit firms on appropriate implementation of new GAAP guidance. •Coordinating the involvement of the Human Resources Manager in areas that require HR expertise. •Implement, document and maintain adequate and effective internal controls and processes to ensure timely and accurate financial and management reporting. •Coordination the completion of schedules required by external CPA to prepare Federal and State income tax returns, completion of appropriate property, sales and use, payroll and other local tax business license filings. •Prepare monthly financial reporting package and Board of Director slides Show less



UnitedBrands.us

• Controller

  • Jul 2011 - Jan 2012

  South San Francisco, CA •Prepare monthly financial statements. •Six months & one year cash flow projections •Provide leadership on complex technical accounting issues. •Coordinate with outside CPA’s in the preparation of Corporate Taxes •Restate current and prior year financial statements to conform with GAAP.



SiliconExpert

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Director of Finance/Accounting

  • Dec 2010 - Dec 2011

  Santa Clara, CA •Produce various financial and management reports. •Research and provide guidance on complex technical accounting issues. •Full accounting cycle. •Analyzed and adjusted financial statements to conform with GAAP standards. •Handle human resources and administration.



ZapAV, Inc.

• E-Learning Providers

• Controller/Consultant

  • Jul 2009 - Apr 2011

  •Handled full cycle accounting. •Review and discuss financial statements with owners/principals. •Advised owner/principals of various accounting/financial issues. •Prepared Federal and State Corporate Income Tax Returns



First Web Group

• VP/Director of Finance And Accounting

  • Aug 2009 - Mar 2010

  • Develop and maintain financial accounting systems for cash management, accounts payable, accounts receivable, credit control, and petty cash. • Develop plans, budgets, and forecasts to guide management decisions. • Develop and implement policies and procedures to ensure that personnel and financial information is secure and stored in compliance with current legislation. • Evaluate the need for new technology to meet the organization's financial data processing, control, and reporting… Show more • Develop and maintain financial accounting systems for cash management, accounts payable, accounts receivable, credit control, and petty cash. • Develop plans, budgets, and forecasts to guide management decisions. • Develop and implement policies and procedures to ensure that personnel and financial information is secure and stored in compliance with current legislation. • Evaluate the need for new technology to meet the organization's financial data processing, control, and reporting requirements. • Oversee the administrative function of the organization including all staff, property/facility management, safety of the work environment, and provision of furnishings and equipment necessary for effective operations. • Evaluate the results of operations with executive management. • Develop and oversee accounting policies and procedures to meet both current and future business models Show less



Michelle Kaufmann Designs

• Architecture and Planning
• 1 - 100 Employee

• Director of Finance

  • Nov 2008 - Apr 2009



IMMI

• Corporate Controller

  • Sep 2008 - Nov 2008



Ravix Group

• United States
• Accounting
• 1 - 100 Employee

• Controller Consultant

  • Jul 2008 - Sep 2008



AuctionDrop

• Technology, Information and Internet
• 1 - 100 Employee

• Corporate Controller

  • Oct 2007 - Jul 2008

  •Serve as active member of management team and oversee all financial systems and procedures, including inventory control, purchasing, accounts payable, and accounts receivable •Oversee all financial systems and procedures, accounts payable, and accounts receivable. •Manage all accounting functions including: preparation and issuance of corporate monthly financial statements, G/L reconciliation, month end close, and, accounting staff management. •Financial Operations Management… Show more •Serve as active member of management team and oversee all financial systems and procedures, including inventory control, purchasing, accounts payable, and accounts receivable •Oversee all financial systems and procedures, accounts payable, and accounts receivable. •Manage all accounting functions including: preparation and issuance of corporate monthly financial statements, G/L reconciliation, month end close, and, accounting staff management. •Financial Operations Management including budgeting and forecasting, financial reporting and operational analysis. •Cash & Treasury Management including financial modeling, cash flow, cash controls, vendor relations, inventory control, and banking relations Show less



eBay

• United States
• Technology, Information and Internet
• 700 & Above Employee

• G/L Accounting Manager

  • Jul 2007 - Sep 2007

  •Reviewed and prepared flux analysis for consolidated financial statements and all related supporting schedules for completeness, accuracy, and to ensure proper accounting treatments in compliance with GAAP and underlying company policies •Maintained chart of accounts for various entities (domestic and international) to determine accuracy and validity. •Responsible for the accurate and timely month end close process. Managed and directed Accounting Supervisor and 2 Staff Accountants in… Show more •Reviewed and prepared flux analysis for consolidated financial statements and all related supporting schedules for completeness, accuracy, and to ensure proper accounting treatments in compliance with GAAP and underlying company policies •Maintained chart of accounts for various entities (domestic and international) to determine accuracy and validity. •Responsible for the accurate and timely month end close process. Managed and directed Accounting Supervisor and 2 Staff Accountants in performing closing for various entities to provide meaningful data to upper management. Show less



Cisco

• United States
• Software Development
• 700 & Above Employee

• Corporate Controller

  • Aug 2006 - Jun 2007

  • Manage Finance and Accounting, Human Resources and General Admin. Direct, coordinate and supervise all accounting activities and provide support to the CEO. • Prepare financial package for the company board meetings. • Ensure appropriate processes and controls are in effect in all areas, including: revenue recognition, credit and collections, third party and employee expense accounting and payment; monthly bank reconciliation, investment and other balance sheet accounts, cost of goods… Show more • Manage Finance and Accounting, Human Resources and General Admin. Direct, coordinate and supervise all accounting activities and provide support to the CEO. • Prepare financial package for the company board meetings. • Ensure appropriate processes and controls are in effect in all areas, including: revenue recognition, credit and collections, third party and employee expense accounting and payment; monthly bank reconciliation, investment and other balance sheet accounts, cost of goods and fixed assets. • Review and finalize financial reports and present recommendations. • Monitor the Company’s overhead expenditure on a monthly basis. • Maintain relationships with the company’s CPA’s, clients, vendors and bankers. • Prepared operational budget Show less



Sonic Manufacturing

• Controller

  • Sep 2001 - Apr 2006

  • Managed Finance and Accounting, Human Resource and General Administration. • Provided timely and accurate accounting reports for use as operating tools and managerial review. • Established and implemented appropriate policies to ensure financial statements were prepared in accordance with GAAP and ensured that records are properly maintained. • Management of all operational aspects of accounting and finance, including accounts payable, accounts receivable, general ledger… Show more • Managed Finance and Accounting, Human Resource and General Administration. • Provided timely and accurate accounting reports for use as operating tools and managerial review. • Established and implemented appropriate policies to ensure financial statements were prepared in accordance with GAAP and ensured that records are properly maintained. • Management of all operational aspects of accounting and finance, including accounts payable, accounts receivable, general ledger, fixed assets, purchasing, credit, insurance, tax, banking relationships, and the relationship with the external audit firm. Show less



Stuart Rental Company

• Controller

  • Sep 2000 - Sep 2001

  • Directed and completed daily hands on accounting operations; Directed the reconciliation of the general ledger accounts and prepared financial statements and schedules for all audits. • Reviewed and monitored existing policies and procedures. • Assist in the budgeting, planning and forecasting cycles. • Supervised the establishment and correct functioning of an effective cash management system, ensured adequate and timely collection of receivables, payments to vendors within… Show more • Directed and completed daily hands on accounting operations; Directed the reconciliation of the general ledger accounts and prepared financial statements and schedules for all audits. • Reviewed and monitored existing policies and procedures. • Assist in the budgeting, planning and forecasting cycles. • Supervised the establishment and correct functioning of an effective cash management system, ensured adequate and timely collection of receivables, payments to vendors within due date, and, maximizing discounts, and contributions of cash to Corporate as established in the approved budgets or forecasts. • Informed General Manager of operating results and provided recommendations and corrective actions if necessary Show less



Westec Plastics Corp.

• Controller

  • Sep 1994 - Aug 2000

  •Full responsibility of Accounting and Human Resources Department. •In charge of day to day operations of the accounting department. •Prepared financial projections, e.g. cash flow; budgets. •401K Administration; human resources administration



Storybook Heirlooms

• Accounting Manager

  • 1991 - 1993