Experience

PDF Solutions

• United States
• Software Development
• 300 - 400 Employee

• Director of Revenue

  • Jan 2021 - Present

  • Utilize quantitative and qualitative information provided by different groups to create, maintain and update quarterly and annual revenue projections. Perform research and analyses to determine key drivers of the difference between forecast and actual results. • Support various systems implementation and enhancement projects for CPQ, Zone Advanced Billing, NetSuite Advanced Revenue Module Enhancements and SPIFF (Sales Commission Software), • Responsible for the Company’s on-going compliance with ASC 606 including identification of performance obligations, determining transaction price and allocation of transaction price to the different performance obligations with the Company’s multi-element arrangements with its customers. • Work closely with all levels of sales, legal and operations to provide technical accounting guidance in support of ongoing business as well as serving as internal technical accounting expert for Sales during the contract negotiation process by analyzing the impact of non-standard contract terms, communicating the revenue impact of such terms, and offering alternative structures, if available. • Directly manage revenue operations, billing, credit and collections teams of the Company. • Oversee calculation of capitalized sales commission and recording of quarterly commission expense as well as quarterly sales commission payout. Prepare revenue reports for external users including revenue related analyses needed for press release, Form 10Q and Form 10K. • Oversee process and systems integration of acquired subsidiaries of the Company and took the lead in ensuring that revenue recognition for the acquired entities are in accordance with ASC 606. • Manage the maintenance and update of internal Sarbanes-Oxley documentation order to cash process and sales commission process and support audits of internal controls and the Company’s financial statements. Show less



Quotient Technology Inc.

• United States
• Software Development
• 700 & Above Employee

• Director of Revenue

  • Apr 2016 - Oct 2019

  • Directly manage the revenue operations, billing, credit and collections teams as well as cash applications of the Company. • Oversee financial statement close activities related to revenue, deferred revenue and accounts receivables including implementing processes and internal controls affecting revenue and order to cash process of the Company. • Took the lead in implementation of ASC 606 as well as implementation of NetSuites Advance Revenue Module to support growth of the Company and transition to the new revenue guidance. • Responsible for the Company’s on-going compliance with ASC 606 including identification of performance obligations, determining transaction price and allocation of transaction price to the different performance obligations with the Company’s multi-element arrangements with its customers. • Work closely with all levels of sales, legal and operations to provide technical accounting guidance in support of ongoing business as well as serving as internal technical accounting expert for Sales during the contract negotiation process by analyzing the impact of non-standard contract terms, communicating the revenue impact of such terms, and offering alternative structures, if available. • Perform research and analyses and collaborate with FP&A, Operations and Sales Operations Teams to determine key drivers of the difference between forecast and actual results. • Prepare revenue reports for external users including revenue related analyses needed for press release, Form 10Q and Form 10K. • Oversee process and systems integration of acquired subsidiaries of the Company and took the lead in ensuring that revenue recognition for the acquired entities are in accordance with ASC 606. • Manage the maintenance and update of internal Sarbanes-Oxley documentation order to cash process and support audits of internal controls and the Company’s financial statements. Show less



Independent Contractor at Connor Group & SOA Projects, Inc.

• Senior Manager of Technical Accounting (Consultant)

  • Oct 2013 - Apr 2016

  • Advise on accounting treatment of complex revenue recognition issues in accordance with applicable authoritative literature. • Identify and apply complex technical accounting guidance to client situations including revenue recognition and equity accounting (i.e. stock based compensation, warrants and preferred stock accounting). • Review of various VSOE analyses for deliverables including services, support and maintenance, licenses and hosting. • Draft set of financial statements with disclosures for private companies • Prepare audit schedules and write technical accounting policies for clients • Actively manage clients’ monthly close process, including maintenance of detailed close calendar and checklists, review of all balance sheet reconciliations in accordance with established policies and procedures, and compiling the month-end close package. • Accounting and preparation of journal entries related to inventories, fixed assets, accounts payable, and accrued expenses. Show less



Maxim Integrated

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• Sales Finance Revenue Manager

  • Jan 2012 - Oct 2013

  • Responsible for all technical accounting issues related to revenue recognition including serving as an internal technical accounting expert for Sales during the contract negotiation process by analyzing the impact of non-standard contract terms, communicating the revenue impact of such terms, and offering alternative structures, if available. • Manage revenue month-end/quarterly and annual close activities, including assurance of accurate and timely results in cooperation with the general accounting function. • Identify revenue recognition issues and work with management to review the business process and record appropriate reserves. • Prepare quarterly revenue forecast and analytics for internal users and manage tracking of actual revenue against forecast. Perform research to determine key drivers of the difference between forecast and actual results. • Timely publication and analysis of executive dashboards and metrics including Revenue, Bookings, Turns, Backlog, and Cancellations. • Prepare revenue reports for external users including revenue related analyses needed for press release, Form 10Q and Form 10K. • Manage the maintenance and update of internal Sarbanes-Oxley documentation for revenue recognition and support audits of internal controls • Support M&A activities including serving as the leader in revenue team for the system integration related to the merger and acquisitions. • Take the lead in all revenue related process improvements and system automation • Collaborate with external auditors for quarter end review and year end audit procedures and sign-off Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Audit Manager

  • Sep 2004 - Jan 2012

   Led SOX 404 implementation at audit clients. Review, analyze, and evaluate clients’ SOX internal controls documentation, communicate and discuss internal control deficiencies and remediation including recommendations.  Led an audit efficiency project. Identified productivity and communication improvements for both EY and client teams and instituted clear accountability and ownership. Successful execution of the project resulted in substantial audit hour reduction. Received“High Impact Award” recognition from EY for consistent execution of high quality and efficient audit for all my engagements.  Advised on a private client’s implementation of Revenue Recognition Policy in accordance with SAB 104 and EITF 00-21. Worked in collaboration with Controller, VP of Sales, and CFO.  Review of complex contracts involving collaboration agreements, revenue recognition, equity and debt financing  Led meetings, controlled and organized information among audit team and client personnel including presentations to client management  Led multi-location audit teams when foreign subsidiaries are audited by member firms by sending inter office instructions and reviewing packages received from participating offices.  Coordination with IT, tax, and internal audit functions both internally as well as at clients plus other professionals such as consultants & attorneys.  Coordination with valuation experts for the review of valuations reports for common and preferred stock and review of pension plan valuation reports in accordance with SAS 73/101  Managed statutory audit of a Singapore subsidiary of a public company in the US and provide reporting in accordance with IFRS. Show less



Signawest Systems

• Accountant

  • Jan 2002 - Sep 2004

  • Set up and established the accounting system for the company using QuickBooks and Intuit Master Builders. • Processed and recorded daily accounting transactions including sales, customer billings, cash collection and disbursements, purchases and payroll transactions. • Processed weekly and bi-weekly payroll for 20 employees including preparation of certified payroll reports. • Prepared financial statements and quarterly and annual tax reports. • Set up and established the accounting system for the company using QuickBooks and Intuit Master Builders. • Processed and recorded daily accounting transactions including sales, customer billings, cash collection and disbursements, purchases and payroll transactions. • Processed weekly and bi-weekly payroll for 20 employees including preparation of certified payroll reports. • Prepared financial statements and quarterly and annual tax reports.