Experience

Citrix

• United States
• Software Development
• 700 & Above Employee

• Senior finance manager

  • Dec 2004 - Present

  Operating and capital expense management for R&D Division with multiple product groups. Includes annual planning, rolling forecasts, and division level consolidation. Merger and acquisition support to include integration activities. Resource tracking to facilitate strategic allocation of resources, as well as support for R&D tax credits in the US and UK. Facilitate quarterly FAS86 activities. Senior level business partnering. Prior roles included bookings' analysis.

• Senior Accountant

  • Feb 2004 - Dec 2004

  Preparation of month end management package to include forecast balance sheet, profit and loss statement and statement of cash flows. Month end analysis and adjustment of general ledger accounts. Full responsibility for daily transactions related to procure to pay and order to cash cycles. Prepped support for Corporate tax returns. Prepared quarterly sales tax returns and annual property tax returns. Managed audit requirements with independent accounting firm. Supporting role in due diligence documentation requirements. Show less



NexGen Technologies

• Santa Clara, CA

• Controller

  • May 2002 - Jul 2003

  Set-up and maintenance of Company books to include month end and year end analysis. Company set up: Obtained all necessary identification numbers from Federal and state agencies to include all reporting requirements related to corporate, payroll, sales and property tax returns. Financial package preparation to include forecast for balance sheet, profit and loss statement, and statement of cash flows. Set-up and maintenance of Company books to include month end and year end analysis. Company set up: Obtained all necessary identification numbers from Federal and state agencies to include all reporting requirements related to corporate, payroll, sales and property tax returns. Financial package preparation to include forecast for balance sheet, profit and loss statement, and statement of cash flows.



Akrion Technologies Inc.

• United States
• Semiconductor Manufacturing
• 1 - 100 Employee

• Senior Accountant

  • May 2000 - May 2002

  Monthly: Preparation of month end reporting package to include commentary for inclusion in Board of Director package. Analysis and adjustment of general ledger accounts. Forecast Balance sheet, Profit and Loss statement and the Statement of Cash flows. Analyzed job costing, labor rates and absorption variances. Year End: Preparation for year end audit. Monthly: Preparation of month end reporting package to include commentary for inclusion in Board of Director package. Analysis and adjustment of general ledger accounts. Forecast Balance sheet, Profit and Loss statement and the Statement of Cash flows. Analyzed job costing, labor rates and absorption variances. Year End: Preparation for year end audit.



Hathaway Dinwiddie

• United States
• Construction
• 400 - 500 Employee

• Senior Accountant

  • May 1996 - May 2000

  Month end and Year end analysis and adjustment of G/L accounts. Preparation for year end audit to include Corporate tax provision. Accounting for six partnerships. Maintenance of fixed assets and depreciation schedule, as well as annual preparation of property tax return. Month end and Year end analysis and adjustment of G/L accounts. Preparation for year end audit to include Corporate tax provision. Accounting for six partnerships. Maintenance of fixed assets and depreciation schedule, as well as annual preparation of property tax return.



West Valley /Mission College

• Santa Clara, CA

• Instructor

  • 1998 - 1999

  Taught Accounting 1A and 1B semester courses to include preparation of syllabus and exams. Taught Accounting 1A and 1B semester courses to include preparation of syllabus and exams.



Brooks, Stednitz and Rhodes

• San Jose, CA

• Certified Public Accountant (State of California)

  • Oct 1986 - May 1996

  Compiled, reviewed and audited financial statements. Prepped corporate, partnership, individual and estate tax returns, as well as payroll, sales and property tax returns. Conducted in-house and client training programs. Compiled, reviewed and audited financial statements. Prepped corporate, partnership, individual and estate tax returns, as well as payroll, sales and property tax returns. Conducted in-house and client training programs.