Experience

BMI Imaging Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Controller

  • Apr 2021 - Present

  United States



Xicato

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Accounting and Finance Management - Various roles

  • Sep 2013 - Apr 2021

  San Francisco Bay Area Responsible for fully accounting and financial planning cycle including: - Monthly consolidated financial statements - Manage the following areas: Revenue, Cost Accounting, Inventory, Payroll, Banking, A/P, A/R and overall G/L processes - Budgeting and forecasting process - Manage annual financial audits in both the US and UK - Contributor in the implementation of Adaptive Planning for revenue forecasting and Concur Expense Solutions for employee… Show more Responsible for fully accounting and financial planning cycle including: - Monthly consolidated financial statements - Manage the following areas: Revenue, Cost Accounting, Inventory, Payroll, Banking, A/P, A/R and overall G/L processes - Budgeting and forecasting process - Manage annual financial audits in both the US and UK - Contributor in the implementation of Adaptive Planning for revenue forecasting and Concur Expense Solutions for employee expense/travel - Provide cash forecast to CEO and BOD - Cross-functional Team Leader - Owner of Business Process Improvements - Admin for Plex Systems (ERP) and Concur (Expense Solutions)

• Senior FP&A Analyst

  • Feb 2012 - Sep 2013

  San Francisco Bay Area - Managed consolidated revenue forecast file and performed actual/forecast/plan fluctuation analysis - Managed General Ledger reconciliation and fluctuation analysis for revenue and other G/L accounts - Reviewed rebate agreements and maintained rebate accrual and payment schedule - Evaluated customers financials, recommended credit lines, and established insurance lines - Managed the reduction of A/R past due accounts from 18% down to 1% - Maintained bad debt loss of less than… Show more - Managed consolidated revenue forecast file and performed actual/forecast/plan fluctuation analysis - Managed General Ledger reconciliation and fluctuation analysis for revenue and other G/L accounts - Reviewed rebate agreements and maintained rebate accrual and payment schedule - Evaluated customers financials, recommended credit lines, and established insurance lines - Managed the reduction of A/R past due accounts from 18% down to 1% - Maintained bad debt loss of less than .01% of annual sales



Cisco

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Accounting Manager

  • Oct 2007 - Jan 2012

  -Responsible for multiple aspects of royalty accounting, including adherence to royalty policies and procedures, royalty contract review, royalty validation and payments, and the monthly close process -Prepare monthly BS and P/L fluctuation analysis for Canada consolidated financial reporting package and present to senior management -Responsible for reconciling intercompany, sales tax and accrual accounts during month-end close -Prepare monthly GST/PST sales tax remittances for 14… Show more -Responsible for multiple aspects of royalty accounting, including adherence to royalty policies and procedures, royalty contract review, royalty validation and payments, and the monthly close process -Prepare monthly BS and P/L fluctuation analysis for Canada consolidated financial reporting package and present to senior management -Responsible for reconciling intercompany, sales tax and accrual accounts during month-end close -Prepare monthly GST/PST sales tax remittances for 14 Canadian provinces Show less



Hyperion Solutions

• Software Development
• 100 - 200 Employee

• Sr. Consolidations Accountant

  • Jul 2005 - Oct 2007

  Senior Consolidations Accountant - Manage worldwide intercompany cross-charge process among approximately 25 reporting entities - Record and review intercompany transactions in Oracle 11i general ledger and Hyperion Financial Management - Assist with preparation of 10Q and 10K - Involved in developing accounting system enhancements in HFM - Responsible for modifying and maintaining reports in Hyperion Financial Reports - Provide HFM system training to new users

• Accounts Payable Supervisor

  • Jan 2005 - Jul 2005

  - Supervised the day-to-day activities of the payable cycle - Supervised and trained a staff of five to ensure the business unit’s goals and objectives were met - Served as key resource in dealing with internal and external customer service issues - Reviewed invoices for proper approval and account coding - Responsible for generating checks - Preparation of annual 1099s and other accounts payable related tax filings

• Senior General Ledger Analyst

  • Mar 2002 - Jan 2005

  - Responsible for reconciling equity, accrual, prepaid and debt accounts during month-end close - Performed income statement and balance sheet variance analysis - Supported the Sarbanes-Oxley initiative by developing flowcharts, process narratives, control points and performing independent cycle management testing - Developed and implemented new processes and procedures - Developed and successfully implemented the “G/L Detail” database to provide the G/L and FP&A departments… Show more - Responsible for reconciling equity, accrual, prepaid and debt accounts during month-end close - Performed income statement and balance sheet variance analysis - Supported the Sarbanes-Oxley initiative by developing flowcharts, process narratives, control points and performing independent cycle management testing - Developed and implemented new processes and procedures - Developed and successfully implemented the “G/L Detail” database to provide the G/L and FP&A departments Oracle financial information through MS Access


Solectron
• Computer Hardware Manufacturing
• 1 - 100 Employee
• Internal Auditor

  • 1998 - 2000