Joshua P.

Senior Revenue Manager at Berkeley Lights, Inc.
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Excel: Macros and VBA for Beginners
    LinkedIn
    Aug, 2022
    - Nov, 2024
  • Excel: Power Query (Get & Transform)
    LinkedIn
    Jul, 2022
    - Nov, 2024
  • Excel: Power Query for Beginners
    LinkedIn
    May, 2022
    - Nov, 2024
  • Accounting Foundations: Leases
    LinkedIn
    Jul, 2021
    - Nov, 2024
  • Project Management Foundations
    LinkedIn
    Jul, 2021
    - Nov, 2024
  • Photography 101
    LinkedIn
    May, 2021
    - Nov, 2024
  • Creating and Giving Business Presentations
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Design a Compelling Presentation
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Learning Cloud Computing: Core Concepts
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • CPA
    CPA
    Aug, 2018
    - Nov, 2024
  • CA (Singapore)
    Institute of Singapore Chartered Accountants (ISCA)
    Dec, 2016
    - Nov, 2024

Experience

  • Berkeley Lights
    • United States
    • Biotechnology Research
    • 1 - 100 Employee
    • Senior Revenue Manager
      • Jul 2021 - Present

      All things revenue, deal structuring, new product introductions & more All things revenue, deal structuring, new product introductions & more

  • Zuora
    • United States
    • Software Development
    • 700 & Above Employee
    • Technical Revenue SME
      • Nov 2017 - Jul 2021

      Systems implementation & revenue operations -Advise best practices in revenue operations using Zuora Revenue (AKA Revpro) and assist in its implementation across a wide range of public and pre-IPO entities to facilitate revenue recognition in accordance with ASC 606, with a focus on the cloud industry Technical Revenue Accounting -Advising customers on disclosure reporting relating to 10Q/10K revenue, contract modifications, SSP analyses, and handling non-standard terms - material rights, variable considerations Show less

  • Fortinet
    • United States
    • Computer and Network Security
    • 700 & Above Employee
    • Senior Revenue Analyst
      • Aug 2015 - Oct 2017

      Revenue operations -Oversaw professional services & SAAS revenue -Determined VSOE/BESP/SSP regularly -Handled NPI including cross-functional communications with product managers -Oversaw SEC Revenue disclosures Systems implementation -Assisted the team with transition and adoption from ASC 605 to ASC 606 as well as pivoting from MS GP to Oracle R12 and from bespoke revenue cube model to Revpro v2 and subsequently Revpro v3 Technical Revenue Accounting -Review non-standard contracts & handled revenue adjustments accordingly FPA -Performed FPA Revenue trend analyses for audit committee & C-suite meetings by region and product lines Show less

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Experienced Hire (Assurance)
      • Jan 2014 - Aug 2015

      Planned and led financial audits for high-tech industry clients. Public client portfolio included: CAVM, CSCO, FIT, GIMO & LOGI. Gained experience in SEC functions including stock-based compensation disclosures. Also performed audits on variable interest entities and carve-out audit for a public company. Oversaw SOx audits, process walk-throughs & value-added to companies' controls through business process improvement advice. Areas of expertise include - Multiple Element Arrangements for Revenue Recognition (ASC605-25/985-605-25, SAB104) - Stock-based compensation (ASC718) - Inventory (SAB100, ASC330, ASC 470-40 Product Financing arrangements) - 10Q/10K disclosures Show less

  • KPMG Singapore
    • Singapore
    • Business Consulting and Services
    • 700 & Above Employee
    • Associate
      • Sep 2012 - Dec 2013

      Provision of financial audit (AUPs/reporting audits) and SOX compliance services to MNCs within the electronics & chemicals sector as well as other industries (Oil & Gas, Mining & Software) in accordance with US GAAS/IAS standards as well as SFRS/IFRS and U.S. GAAP. Achieved a gold Service Excellence award for participating & providing quality audit services of a large mining company under tight deadlines. I have several opportunities and exposures to manage time sensitive reporting and work with numerous clients from various backgrounds. Show less

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst - Legal Entity Controller
      • May 2011 - Jul 2011

      Assisted in the legal entity setup of Bank Morgan Stanley AG Singapore Bank Branch to ensure compliance with MAS wholesale banking license requirements (MAS 610, 613, 639, 639A, 640, 704 etc) Tested and streamlined system processes in generating reports for regulatory compliance, including GAAP conversion from US GAAP to IFRS Documented the regulatory reporting system process that adopted bespoke software to facilitate new hires and to serve as a useful guide to existing staff Planned and executed a CSR event for youths at risk Show less

  • RBS
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Summer Intern
      • May 2010 - Aug 2010

      Negotiated ISDA-based and bespoke Master Confirmation Agreements for OTC equity derivatives with G15 dealer banks and clients respectively Encouraged several counter parties to adopt the ISDA confirmation documents to minimise counter party risk and electronically onboard trades for confirmation Fostered cooperation with non-compliant clients to meet month end FED clearing targets Investigated & resolved breaks in the STP of equity derivatives trades Assisted in the management of a global sharepoint repository for access by London, U.S. & Asian teams Show less

  • Enterprise Singapore
    • Singapore
    • Government Administration
    • 700 & Above Employee
    • Intern
      • Jan 2008 - Jul 2008

      Explore possibilities of spearheading Singapore's external economic wing in the Latin and North American continent Assisted in strategy formulation for the team's approach to the emerging markets Conducted meetings, business clinics, assisted in the inaugural Latin Asia Business Forum event planning, met with delegates from both company/MNC management as well as trade counterparts and ambassadors to discover and cooperate on priority trade areas Completed monthly trade briefs over various Latin American and Northern American countries, summarising trade volume and potential areas for collaboration. Show less

  • Singapore Armed Forces
    • Defense & Space
    • 700 & Above Employee
    • Manpower Assistant
      • 2006 - 2007

      Ensure the sufficiency of trained manpower resources Ensure the sufficiency of trained manpower resources

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