Bio
Experience
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KIOXIA America, Inc.
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San Francisco Bay Area
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Senior FP&A Manager
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Oct 2019 - Present
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San Francisco Bay Area
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Senior Finance Manager
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Feb 2005 - May 2019
• Project manager on various financial applications implementation including Hyperion Planning suite, Oracle Project accounting module, and Business Objects. A key player on Oracle system conversion.• Served as Company’s Hyperion Planning subject matter expert and resource. Led multiple Hyperion Planning upgrades from Hyperion Enterprise to EPBCS (Cloud).• Business process owner on key financial processes and applications including management P&L reporting and associated financial reporting systems, sales organization hierarchy maintenance process, departments request process, and sales order margin control.• Worked in conjunction with VP of FP&A on financial data in support of the Francisco Partners acquisition of Verifone.• Played a key role in integrating financial data and processes for Verifone’s two major global acquisitions and +15 other smaller acquisitions.• Streamlined budget and forecast process and reduced monthly reporting time by 80% through implementation of new software.• Reduced month-end closing time by 50% by streamlining processes and internal controls.• Project manager for the Oracle Project Accounting module roll out that consisted of +1800 users.• Prepared corporate internal and external reporting including CFO financial package, quarterly earnings call, Board of Directors meetings and Business Reviews presentations, SEC MD&A,, F/X analysis, annual goodwill assessment, and various financial presentations and modeling on an as needed basis. • Drove month-end closing process, consolidation, reconciliation, and analysis of financial results. Serve as technical lead on reconciliation of statutory P&L to management P&L. Provided guidance and financial solutions to meet business on going needs.• Managed global quarterly forecast and annual planning process. Worked with CFO and VP of Finance on quarterly targets and earnings call guidance.• Developed long-term financial plans for company strategic initiatives.
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Regional Sales Controller
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Oct 1997 - Aug 2004
•Managed all financial activities for a $300M sales organization in the North America region including financial reporting, budgeting, forecasting, financial analysis, internal controls, business process improvement, inventory management, cash flow management, and month-end closing coordination and review.•Partnered with the general manager and the sales teams on business strategies and deliverables.•Managed 7 commercial inventory sites and 2 authorized service repair centers with 99% to 100% accuracy.•Oversaw $25M+ of accounts receivable balance that were consistently below 30 days past due.•Defined continuous business processes and system requirements to drive strategic decisions.•Conducted and maintained internal business controls and corporate compliance.•Managed the financial planning and analysis process including monthly forecast, quarterly planning, and annual budget.•Worked closely with business management in capital resource planning, cost reduction initiative, project risks and opportunities analysis.•Tracked and reported monthly financial results including product line revenue and margin analysis, operational variance analysis, DSO, IOH, cash flow analysis, and other financial metrics.•Worked closely with accounting and cross-functional teams to enhance financial and business processes including inventory management, order to cash (O2C), purchase to pay (P2P), and other operational and financial processes.•Reviewed and approved business contracts, customer credit lines, purchase orders, customer billings and credits, and inter-department cross charges.•Implemented accounts receivable self-billing and web-based billing processes that reduced accounts receivable collection time, provided better visibility of incoming payments, and improved cash flow management. •Coordinated successful shared services transition that resulted in $200K in annual cost saving for the business.
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XMR Inc.
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Fremont, California
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Accounting Controller
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1988 - 1997
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Fremont, California
•Managed accounting activities including general accounting, cost accounting, accounts receivable, accounts payable, fixed assets, taxes, and payroll.•Standardized accounting procedures and administered accounting practices.•Prepared quarterly forecast and annual budget.•Projected and managed cash flow requirements for company.•Prepared and filed Sales and use taxes, property taxes, business license renewal and other government reporting requirements.•Prime interface with external auditors, government, bank institutions, and other third parties.
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Education
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1998 - 2005University of Phoenix
Master of Business Administration (MBA), 3.95 -
1983 - 1987San Jose State University
BS Accounting
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