Category: CONSULTANT

         CONSULTANT         Summary    Results-oriented California CPA who adapts seamlessly to constantly evolving accounting processes and technology. Capable at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes.       Skills          Complex problem solving  Analytical reasoning  Financial statement analysis  SOX Compliance  Business function consolidation  Process re-engineering  System requirement writing and implementation testing      Outstanding interpersonal and organizational skills  Excellent Oracle skills in all modules  Oracle FSG report writing  Advance Excel and Access proficiency  High adaptability to new technology   Account reconciliation expert   Experienced in revenue recognition            Experience      Company Name    City  ,   State    Consultant   02/2014   to   Current       As a member of the special project team to bring client's offshore accounting function back to the U.S., I traveled overseas to thoroughly learn and understand the complex revenue recognition model and subsequently closed year end and provided training to client's U.S. team. The transition went smoothly and efficiently, and it was completed prior to the original target date.  Engaged in client's divestiture process, responsible for training and transitioning of accounting
          functionality from the client to the buyer, resulting a smooth transition of the sold business unit.  Managed monthly maintenance and changes in Oracle Flexfields and Financial Statement Generator (FSG) to
          ensure that financial reporting was accurate and reflected the up-to-date corporate rollups.  As a member of the Oracle 12 upgrade team, created validation methodologies in order to ensure financial
          reporting integrity.  Served as a key contributor of the client's monthly and quarterly close and consolidation process, managed
          and monitored the database of close tasks and journal entries, coordinated with various accounting groups to
          ensure that each close was smooth and timely.  Assisted the client in the quarterly and annual audit of financial information with external auditors.  Stepped into the role of cost accounting at quarter end with only a few days of notice.  In addition to
          contributing to a successful quarter end, identified the weakness of existing Inventory and Cost Accounting
          process, and recommended solutions and improvements.          Company Name    City  ,   State    Consultant   01/2013   to   01/2014       Responsible for complex monthly revenue recognition, reporting, and trend analysis.  Reviewed contracts to interpret, determine, implement, maintain royalty rate database, calculated and
          performed royalty variance analysis.  Monitored billing and royalty ratio to determine reasonableness and identify billing and royalty miss match,
          which prevented incorrect billing/royalty payments.  Reviewed monthly closing process, recommended improvements, and implemented work flow streamlining.  Identified relevant reports, recommended methodologies, created new journal entries for mid-month close
          due to a client company ownership change, and contributed to the timely completion of the acquisition.  Utilizing my Accounting and IT hybrid experiences, I researched and identified source data of various
          systems, designed and created tools which provided consolidated revenue and expense ratio analysis for the
          management team.          Company Name    City  ,   State    IT Business System Analyst   01/2006   to   01/2012       As an Oracle Application "customer facing" resource, I liaised with project managers, enterprise architects,
          business users, and various development teams to review, analyze, evaluate, and approve complex business
          functional requirements.  Partnered with stakeholders to forecast project costs and delivery time to ensure senior management's
          successful prioritization of projects.  Facilitated joint application design sessions with development teams and created "business requirement
          traceable" system requirements, test cases, method of procedures, and short interval schedules, resulting in
          efficient and timely delivery of projects.  Coordinated design and system requirement approvals and maintained documents in DOORS system to
          comply with IT SOX requirements.  Actively communicated and participated in problem solving with IT release environment teams during
          development, quality assurance, user acceptance testing, production, and post production warranty periods -
          to achieve efficient transitions of various project phases.  Supervisor of Revenue Accounting and Analysis
         Managed three revenue accounting staff members, from their selection, operation and personal growth
          development.  Conducted one-on-one sessions on a regular basis and performed mid-year and annual reviews.  Ensured timely and accurate reporting of service revenue/ARPU in accordance with various GAAP
          accounting rules, and contributed to the effort of successfully shortening the company's revenue accounting
          closing days from three weeks to four business days.  Worked closely with the financial planning team on revenue trend analysis/forecasting, and the operation
          team on preparation of documentation and development of revenue recognition methods for new products
          and services.  Cooperated with external auditors on quarterly and annual audits, and internal teams on SOX control testing
          and documentation.  Supervised and prepared accurate and timely reports/analysis for all aspects of the financial statements in
          relation to revenue, deferred revenue, cost of revenue, and operation metrics.  Prepared monthly reporting and analysis packages for the management team, and implemented an enhanced
          financial system to streamline revenue reporting.          Company Name    City  ,   State    Corporate Accountant   01/2002   to   01/2006       Performed monthly closing, variance analysis, and reconciliation of complex accounts.  Reviewed account balances/aging trends and provided flux analysis for internal financial reporting,
          forecasting, and external audits.  Participated and contributed account transaction data analysis during the Oracle 11i implementation.  Communicated and cooperated with international and domestic subsidiaries to streamline the closing process.  Prepared monthly fixed asset mass additions, deletions, depreciation, and inter-department asset transfers.  Calculated and recorded monthly foreign exchange gains/losses.  Reviewed and interpreted contracts and related accounting publications to ensure appropriate reporting of
          various expenses.  Documented and implemented accounting control procedures for Sarbanes-Oxley compliance.          Company Name    City  ,   State    Marketing Business Analyst/Accounting Manager   01/2000   to   01/2001       Completed the Cisco/Vovida integration successfully with Cisco Acquisition teams.  Facilitated cross-functional global sales meetings between the field and marketing teams resulting in
          effective communication and timely resolution of major account issues.  2
Renee Chen
          Obtained, consolidated, and analyzed major account information from both the sales and marketing teams on
          a continuing basis resulting in the availability of an up-to-date forecasting of quarterly sales revenues.  Established the Vovida Networks, Inc.  Accounting Department, recruited, trained/managed the staff
          accountant, and implemented internal controls into a rapidly growing start-up environment.  Provided revenue/expense budgeting, forecasting, and reporting.  Cooperated with Cisco acquisition teams on the due diligence process, and closed the acquisition within a
          month after the announcement.          Company Name    City  ,   State    Senior Accountant   01/1999   to   01/2000       Responsible for general ledger analysis, monthly and year-end closing, and project revenue/cost analysis.  Designed and prepared monthly actual/budget comparative financial statements for departmental managers,
          senior executives, and the board of directors.  Responsible for revenue and expense forecasting at both the corporate and departmental level.  Responsible for reviewing and interpreting contracts to implement revenue recognition policies and
          procedures per FASB guidelines.  Facilitated tax returns and annual audits with CPA firms.  Responsible for managing and maintaining the Platinum/FRS financial reporting system.          Company Name    City  ,   State    Associate Tax Analyst   01/1998   to   01/1999       Performed financial statement auditing.  Provided tax research and planning services for a variety of clients.  Prepared complex quarterly and annual federal, state, local, property, and sales/use tax returns for multi-state
          corporate clients.  Assisted clients with their records and provided book-keeping services.          Company Name    City  ,   State    Corporate Tax Analyst   01/1997   to   01/1998       Analyzed a variety of general ledger accounts and interpreted financial information to derive income/losses
          for tax reporting purposes.          Education and Training      Master of Science  :  Accounting/Taxation    San Francisco State University          Accounting/Taxation Extensive course training in the fields of corporate finance, taxation, and business law.        Bachelor of Science  :  Business Administration Accounting    San Francisco State University          Business Administration Accounting        Coursework in accounting, finance, marketing, and information systems.              Skills    Accounting, accountant, Accounts Payable, Accounts Receivable, streamline, application design, auditing, billing, book-keeping, budgeting, budget, business law, business process, Cisco, closing, excellent communication, interpersonal skills, contracts, corporate finance, Cost Accounting, cost analysis, CPA, client, clients, data analysis, database, delivery, documentation, DOORS, due diligence, senior management, external audits, finance, Financial, financial planning, financial
          reporting, financial reporting, financial statements, forecasting, foreign exchange, functional, General Ledger, general ledger accounts, information systems, Inventory, managing, marketing, meetings, enterprise, Networks, Oracle, Oracle Application, Oracle Financials, Oracle Financial, Platinum, policies, problem solving, publications, quality assurance, report
         writing, reporting, requirement, revenue recognition, sales, Sarbanes-Oxley, Supervisor, system analyst, tax, tax research, tax returns, team player, trend, upgrade, validation, variance analysis, year-end      Activities and Honors    California CPA.
        Completed the UC Santa Cruz Certificate of Project and Program Management.
        Coursework in SQL and Relational Database.
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