Controller

• Sep 2015 - Present

Consultant

• Sep 2014 - May 2015

External Reporting & SOX Consultant - Trulia, Inc. Prepared annual and quarterly reports to be presented to SEC and other regulatory agencies. Prepared annual SOX walkthroughs to document internal controls, as well as tested such controls. On a monthly basis, prepared employee stock equity calculation and journal entries and reconciled accrued equity tax payable per trial balance to actual per recalculation. On a quarterly basis, prepared the following footnotes and calculations to be included in the 10-Q or 10-K: equity rollforward, weighted average shares, research new accounting standards updates, cash flow calculation, calculations and disclosures regarding equity shares and fair value assumptions. Assisted in preparing footnote support and review of the financial statements. Provided external auditor with requested documents for annual audit. Show less

Project Consultant

• Sep 2014 - Sep 2014

Financial Analyst - Portola Pharmaceuticals, Inc. Assimilated data from clinical trials to display in presentable format that is easier to review and analyze, and relevant to company informational needs. For a specific clinical trial, gathered all vendor invoices to formulate past costs related to the trial, grouped similar expenses together, and determined costs to date. Then, using data gathered, forecasted costs per month based on terms of contract. Analyzed invoice data from a specific vendor and clinical trial in order to present relevant information for a trial participant, doctor/oversight personnel, and costs per participant from beginning of trial to date. Show less

Project Consultant

• Jun 2014 - Aug 2014

Revenue Recognition Consultant – ServiceSource International, Inc. Performed internal audits of variable fee revenues to ensure SOX compliance for revenue recognition. Analyzed and reconcile invoices and invoice detail reports. Performed substantive tests of invoice detail reports and reconcile with customer provided purchase order reports. Obtained customer validations and reconcile with invoices. Revenue Recognition Consultant – ServiceSource International, Inc. Performed internal audits of variable fee revenues to ensure SOX compliance for revenue recognition. Analyzed and reconcile invoices and invoice detail reports. Performed substantive tests of invoice detail reports and reconcile with customer provided purchase order reports. Obtained customer validations and reconcile with invoices.

Manager

• Nov 2007 - Apr 2014

Performed and reviewed financial statement audits with varying degrees of complexity, in accordance with GAAP and GAAS standards. Prepared and reviewed federal and multi-state tax returns for partnerships, S-corporations, not-for-profit entities, and individuals. Performed reviews, compilations, and agreed-upon procedures of financial statements, calculation of debt service coverage ratios, and financial forecasts. Performed final cost certification audits and prepared tax credit applications to be submitted to state agencies. Contributed to firm-wide CPE training and Low-Income Housing Tax Credit (LIHTC) Handbook by assisting various Managers in updating CPE training for new presentation and yearly updates and corrections to the LIHTC Handbook. Show less

Tax Preparer

• Jan 2007 - Oct 2007

Prepared, assembled, and filed individual tax returns with varying degrees of complexity. Identified and corrected errors on filed tax returns and amended returns as necessary. Helped resolve notices from taxing authorities. Advised clients on ways to maximize benefits from or improve their tax situation. Prepared, assembled, and filed individual tax returns with varying degrees of complexity. Identified and corrected errors on filed tax returns and amended returns as necessary. Helped resolve notices from taxing authorities. Advised clients on ways to maximize benefits from or improve their tax situation.