Small Business Mentor - VOLUNTEER

• Nov 2020 - Present

Why Volunteering for SCORE? 1) while volunteering in Jamaica to help small business owners developing businesses, utilized SCORE Webinar and online materials; 2) SCORE mentor helped me with marketing my own small business (CPA practice) in Orange County. How to Help SCORE Clients? 1) helping businesses ready for SBA loans, manage cash, and keeping their books; providing training/ mentoring on one of these topics; 2) expanding to reach out to the Asian and Female business owners as an active member of SCORE Diversity Inclusion Committee. Show less

Accounting Systems Consultant

• Nov 2017 - Apr 2020

Implemented Oracle ERP, Coupa Software, SAP Concur Solutions for international operations of Masimo. Assisted Japan operation with month-end close, account reconciliations, and expense audits. Key Contributions: • Prepared software configuration and modification requirements, and use cases. • Prepared software testing scripts, and conduct conference room pilots. • Prepared user-friendly training materials, customized software user manuals, and conducted user training. • Uncovered various policy in compliances in employee expense reports. Show less

Management Consultant

• Jul 2014 - Jun 2016

Developed start-up and existing MSME operations by providing management advisory services to an emerging Jamaican-owned business in all Parishes. Helped Agencies of MIIC, the Jamaica Business Development Corporation and the Self Start Fund, in providing sound business advice to MSME clients. Key Contributions: • Recommended credit approval, cash application, and collection processes to adhere Standard Operating Procedures and ISO 9001 requirements. • Provided practical business development training for MSME owners to improve profitability and sustainability of their businesses. • Assisted the Agencies with human capacity development. Show less

Japan Controller

• 2005 - Apr 2014

Hold responsibility for directing all areas of finance, accounting, and compliance with local regulations for Japan operations of this multinational corporation. Supervise accounting and finance team; track and measure key performance metrics and provide feedback and coaching. Prepare and manage financial statements / reports, budgets, forecasts, variances, payroll / commissions, disbursement and tax / local statutory documents; manage general ledger and monitor department budgets. Liaise with Japan President and sales managers to analyze financial information and advise on strategies to meet sales targets. Interface with external auditors to provide information and evidence supporting routine audits. Trained accounting and customer service team on ERP system and Web-based expense reporting system. Show less

Lead Consultant

• 2004 - 2005

Led management consulting engagements to advise international clients on a range of business and financial issues to improve processes and regulatory compliance. Directed implementation of internal controls and audit process to ensure compliance with SOX section 404. Prepared written documentation for internal controls and processes for revenue, inventory, disbursement, payroll, treasury, and financial reporting cycles. Led management consulting engagements to advise international clients on a range of business and financial issues to improve processes and regulatory compliance. Directed implementation of internal controls and audit process to ensure compliance with SOX section 404. Prepared written documentation for internal controls and processes for revenue, inventory, disbursement, payroll, treasury, and financial reporting cycles.

Founder / Consultant

• 2001 - 2004

Launched and managed start-up operations providing management consulting to assist emerging Japanese-owned business in establishing US operations. Leveraged expertise in consulting and finance / accounting operations to provide sound advice to clients regarding best practices and strategies. Key Contributions: • Prepared and recommended credit approval, cash application, and collection processes to optimize SAP system capabilities; drove decrease in DSO. • Conducted audits of General Purchase Organization (GPO) contracts / reports to identify fee overpayments. Show less

Senior Consultant

• 1998 - 2001

Consulted with top clients on implementing technical solutions to improve business and financial operations. Key Contributions: • Led business process reengineering and implemented BPCS / ERP system to replace outdated legacy system; managed installation in a seven-month timeframe and completed project under budget. • Managed conversion of historical and master database with 10K customer & vendor records and 5K items and bills of material from legacy system to AS400 files; eliminated 90% of manual data entry. • Successfully interfaced Software 2000, Oracle Financial, and order entry system with BPCS to increase data efficiency and accuracy by 100%. Show less

Audit Supervisor

• 1996 - 1998