Experience

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  MicroWave Technology, Inc.

  • Fremont, California

  • Financial Accounting Consultant

    • Jul 2018 - Present
    • Fremont, California

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  IXYS Corp. Semiconductor Manufacturer

  • Milpitas, CA

  • Consolidations Controller

    • Sep 2003 - Jun 2018
    • Milpitas, CA

    Responsibilties:*Financial analysis of monthly reporting for parent company and fifteen divisions across Europe, USA & FE*Consolidations of balance sheet, income statement, cash flow and budgets from multi-divisions with 8 different software systems. Eliminations and top side journal adjustments, post close adj, reconciliations & analyses, roll-forwards, fluxes, and ad hoc reporting*10K and 10Q reporting in conjunction with legal counsel and CFO, SEC reporting *Sarbanes Oxley 404 Implementation & Compliance for corporate consolidation and external reporting function, including collaborating on risk assessment, matrix creation, narrative authoring/editing, training, testing, follow-up, process refinement, etc. Sarbanes Oxley internal auditing for domestic and European divisions*Stock Option and Equity reporting and reconciling, EPS calculation, grants, exercises, shareholder notes*Audit Liaison for corporate headquarters and liaison to local division controllers and general managers Accomplishments:*Informed & advised upper management of weekly status of fifteen divisions with performance against goal reports, monthly "Bookings, Billings, and Backlog" reporting, flash reports, and monthly consolidated balance sheets , income statements, cash flows, headcount, flux analyses, trend reporting, revenue by product, geography, industry, new vs. old product lines, product turns, top 20 customers, and specialized reporting *Standardized foreign currency conversion, foreign vs. US GAAP issues, intercompany process improvements*Established standardized reporting package for subsidiaries, implemented spreadsheet control & review*Trained and developed staff, advised upper management, problem solving, reconciling & researching issues*Implemented Hyperion with IT staff for consolidations and created automated reports formerly done in Excel

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  Advanced Material Solutions

  • San Jose, CA

  • Controller

    • Oct 2000 - May 2003
    • San Jose, CA

    Responsibilities: *Oversaw business profitability and measured profit by customer, PPV and WIP variance reporting *Conducted the monthly close of Expandable MRP software (mfg, inventory, and accounting) *Produced monthly fin'l statements; administered general ledger, depreciation, analyses and reconciliations*Managed cash flow, cash management and budgeting, forecasting, cost saving scenario preparation*Managed all fin'l reporting for outsiders, corp. tax preparers, auditors, banks, lenders, etc.*Audit liaison; payroll service liaison, commissions, prepared property tax & sales/use tax returns*Backing up other positions as needed, misc duties as required by small company needing flexible attitudesAccomplishments:*Wrote annual budgets and implemented monthly variance to budget reporting*Wrote monthly financial reports from scratch with FRx custom report writing software*Hired, trained and supervised accounting and HR support personnel; benefits administration*Initiated credit review process for new customers and implemented new customer credit application; advised president on credit-worthiness of new venture capital funded companies*Implemented labor tracking and reporting so monthly profit margins by customer could be calculated*Worked with sales on devising "Pay as they go" contract model to improve cash flow

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  ConnectCom Solutions

  • San Jose, CA

  • Accounting Manager

    • Jun 1999 - Oct 2000
    • San Jose, CA

    (no controller post) SCSI Manufacturer Responsibilities: *Administered MAS-90, supervised general acct functions, coordinated monthly close. *Consolidated financial statements from subsidiary in Germany and branch in Japan *Produced monthly fin'l statements; dept head's budget vs. actual comparisons*Conducted domestic & international customer credit review, produced cash reporting*Managed all fin'l reporting for outsiders, corp. tax preparers, auditors, banks, lenders, etc.*Performed reconciliations and analyses of general ledger accts, customer credit memos, etc.*Supervised & trained staff of 2; Audit liaison; prepared property tax & multi-state sales/use tax returns*Problem solved with sales order entry, materials, purchasing, inventory, and operations dept.Accomplishments:*Implemented smooth consolidation of financial statements with new German & Japan offices*Earned ConnectCom outstanding contribution award presented at annual sales conference.*Managed intensive pre-IPO audit working long hours and weekends while short staffed for FYE1999.*Improved upon initial implementation of MAS-90 to take advantage of unused or misused features such as sales tax codes, regionalizing sales groupings, down payment application, etc.*Diminished credit card disputes from highly problematic (B of A cancellation) to zero in 6 months.

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  nSight People Solutions

  • San Jose, CA

  • Controller

    • Jul 1998 - Apr 1999
    • San Jose, CA

    Responsibilities: *Implemented MAS 90 accounting software for GL, AP, AR, and Time and Billing; trained new users *Restructured internal procedures and forms for compatibility to new software *Managed cash and all reporting functions for upper management, auditors & banks *Supervised staff of 5, hired, trained & managed Accomplishments:*Finished software implementation on schedule with no delays in data collection or customer billing *Managed dramatic company growth: doubled headcount and profit up from $6 to $16 million in one year *Improved reporting to management, including setting up project profitability and employee productivityanalyses never before available automatically*Implemented profitability by geographic region and by VP reporting

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  CardioSynopsis and Advanced Closure Systems

  • Sunnyvale, CA

  • Controller

    • May 1997 - May 1998
    • Sunnyvale, CA

    Responsibilities for 2 Medical Device Start-up Companies:*Implemented Quickbooks accounting software for 2 startup companies*Setup procedures and controls from company’s inception through first year*Managed cash and all reporting functions for management, board of directors, investors & banks*Handled all accounting and compliance functions including monthly, quarterly, yearly closes, interco billing Accomplishments:*Multi-tasked by taking over HR, stock & benefits, to keep administrative costs low*Handled some audit and CFO functions to lower outside consultant costs*Advised president on cost saving strategies, such as monthly consulting reviews, lowering worker’s compensation costs, etc.*Increased credit extended by vendors to reduce bank interest costs

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  Aptos Semiconductor Semiconductor Manufacturer

  • San Jose, CA

  • Controller

    • Dec 1995 - Oct 1997
    • San Jose, CA

    Responsibilities:*Handled all accounting, finance, order entry, HR, benefits, and administration for chip startup*Produced all monthly reports: financial, cash flows, bookings & backlog, compliance, etc.*Managed cash and collections, liaison to bank, auditors, insurance carriers, vendors*Maintained and backed up accounting database; exported data for report design*Reconciled and analyzed accounts, established controls & procedures Accomplishments:*Converted from Lotus to Peachtree sales orders, purchasing, and inventory accruals*Improved collection days outstanding by 14 days*Implemented controls including new customer credit review without D&B, shipping and receiving tracking, asset and software tracking, subcontractor proof of insurance*Introduced & began new 401(k) plan with highest ever employee satisfaction

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  RadioLAN Wireless

  • San Jose, CA

  • Controller

    • May 1994 - Sep 1995
    • San Jose, CA

    Responsibilities:Set up the accounting & financial departments for emerging high tech company during R&D stage *Supervised GL, AP, AR; planned with mfg, purch, OE, & inventory for ESI implementation*Created budgets, forecasts, comparisons & variance analysis, controller commentaries, etc.Accomplishments:*Converted from AccPac to Expandable MRP integrated mfg and accounting software*Implemented all accounting and financial policies, procedures, & controls for start-up*Designed and implemented all financial statements in software specific formatting codes*Learned and created custom reports and queries using report writer software

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  OAZ Communications

  • Fremont, CA

  • Controller

    • May 1993 - May 1994
    • Fremont, CA

    Responsibilities: *Administered accounting and HR for firm successfully emerging from Chapter 11 bankruptcy*Managed delicate vendor relations and cash disbursements*Supervised collections, A/R line reporting and compliance, costing, and support staff*Produced financial statements using Platinum software, performed reconciliations & analysis*Created audit and tax schedules, liaison to outside auditors*Conferred with CFO on comparisons to budget, met with dept. managers for info & prob resolution Accomplishments:*Implemented improved tracking of fixed assets*Reviewed shipping/receiving procedures resulting in better monitoring of freight costs, less unnecessary use of express services, and smooth implementation of Fed Express Power Ship*Cut costs after review of employee benefits; implemented Sect 125 and Kaiser HMO option *Negotiated terms from all COD vendors (except those requiring personal guarantees)

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  Controller

  • Campbell, CA

  • On-Site Technologies

    • Nov 1990 - May 1993
    • Campbell, CA

    Responsibilities:*Administered accounting and HR for privately held start-up*Supervised G&A and warehouse for small parts inventory*Managed cash and credit & collections *Prepped all financial statements on Real World software & presented at board meetingsAccomplishments:*Restructured accounting*Implemented job cost tracking and installed job costing software*Set up controls and procedures for new Hawaii branch office*Implemented cost saving strategies for coping with revenue shifts

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  IXYS Semiconductor Manufacturer

  • Milpitas, CA

  • ACCOUNTING MANAGER

    • May 1988 - Nov 1990
    • Milpitas, CA

    Responsibilities:*Coordinated monthly close, general ledger, trial balance, reconciliations & analyses, audit liaison*Supervised AP, AR, credit & collections, benefits, 401K; sales, OE, & disty relations liaisonAccomplishments:*Converted order entry and AR from Lotus to Relevant's Infimacs software*Implemented accounting transition of acquired company on Mapics, IBM system 36*Supervised collection of million dollar AR in US and international accounts*Improved accuracy and timeliness of commissions to distributors