Experience

William and Flora Hewlett Foundation

• Philanthropic Fundraising Services
• 100 - 200 Employee

• Sr. Accountant

  • Apr 2007 - Present

  · Designed and implemented the process in managing vendor file· Review the vendor setup and 1099 transactions; Generate and file 1099/1096 · Established the procedure for Section 1441 and manage the 1042 filing · Led the projects on GP upgrade, Matching Gift Program upgrade· Spearheaded the projects of moving expense reports and vendor invoices payments online· Manage the reporting structure, general ledger structure in Great Plain and reporting system· Own the monthly, quarterly reporting package and ensure its integrity· Lead Capital Budgeting, Fixed Assets Inventory process · Manage F/A from AP coding, Addition, Depreciation, and Disposition to reconciliation· Perform variance analysis and accounts reconciliation on assigned functional accounts· Final reviewer on expense reports for complete documentation, coding before payment · Provide auditing schedules for interim and annual audit· Prepare Property Tax Return, Sales Tax and some other government surveys· Budget liaison with IT, Facilities and other admin departments in expense control· Own the annual document retention and bench marking with peer Foundations · Security Administrator for Finance Department in managing KwikTag, Great Plain, Corporate credit cards, user in IRS site

• Senior Accountant

  • Apr 2007 - Present