Experience

Countsy

• United States
• Accounting
• 100 - 200 Employee

• Accounting Consultant at Countsy

  • Jul 2018 - Present

  Countsy is your company's back office function. We provide Accounting and HR as a service to venture backed startups. Through a unique combination of on demand CFOs and streamlined technologies, we free you from back office management and empower you to focus on what matters most. Delighting customers. Perfecting solutions. Accelerating growth. From payroll and benefits to GAAP financials and board reporting, you get the support you need to be transaction ready. Efficient. Scalable. Done right. Countsy is your company's back office function. We provide Accounting and HR as a service to venture backed startups. Through a unique combination of on demand CFOs and streamlined technologies, we free you from back office management and empower you to focus on what matters most. Delighting customers. Perfecting solutions. Accelerating growth. From payroll and benefits to GAAP financials and board reporting, you get the support you need to be transaction ready. Efficient. Scalable. Done right.



Cutech Tool LLC

• Newark CA

• Financial Manager

  • Jun 2015 - Present

  • Prepare year end and monthly financial reporting • Account payables and receivables functions • Process payroll and prepare sales and use tax returns • Prepare year end and monthly financial reporting • Account payables and receivables functions • Process payroll and prepare sales and use tax returns



PERKINS MANUFACTURING

• United States
• 1 - 100 Employee

• Senior Accountant / Financial Manager

  • Dec 2015 - Apr 2017

  • Responsible for year end and monthly financial reporting , maintaining/reconciling the general ledgers accounts and setting up depreciation/amortization schedules • Analyze P&L and balance sheet accounts and determine key drivers of variances to budget forecast • Maintain/update standard costs by analyzing variances of COGS including changes in PPV, materials, labor rates ect. • Supervise AP/AR and insure compliances of GAAP • Calculate and track payoffs of sales commissions • Process Payrolls, manage 401K accounts and file sales and use tax returns • Engage in ongoing cost reduction in all areas of the company and provide suggestions to improve operational procedures • Issue 1099 and file property tax and prepare audit materials in the year end • Prepare supporting reports for managerial reviews of company financial position • Implement new ERP system to suit growing company needs



Steel City Tool Works

• Bolingbrook, IL

• Senior Accountant

  • Oct 2011 - Mar 2015

  • Responsible for monthly close activities – Prepare journal entries, reconcile general lager accounts in balance sheet, make adjusting entries and reconcile bank accounts. • Develop annual plant budget and quarterly forecast updates • Present weekly reports of AR aging, cash flow and inventory • Control expenses/spendings of individual departments and insure resources utilization adequate for achieving the department's goals and objectives • Lead AP/AR functions • Forecast cash flow positions, related borrowing needs to ensure that sufficient funds are available to meet ongoing operational requirements • Review and process payroll with ADP • Responsible for filing sales and use tax returns for 5 states and assist in annual audits



Steel City Tool Works

• Hayward, CA

• Staff Accountant

  • May 2009 - Sep 2011

  • Assist in monthly close and maintenance of all accounting ledgers, including preparation of account reconciliations and journal entries • Assist in preparing financial statements , sales margin and other ad hoc financial analysis for monthly management review • Maintain/ Update standard cost for inventory • AP/AR functions including conduct cash flow analysis by analyzing AR and Liability accounts • Coordinate Internal and external audit activities • Review credit History and financial data of new accounts; determine credit lines to be extended • Assist in developing product B2B and B2C pricing model by analyzing market maturity, existing competitors, marketing plans etc.