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Skills Summary

Creative and self-directed professional with background in Finance and Accounting.
Experienced Accounting Manager with a demonstrated history of working in the biotech
and technology industry. Skilled in Microsoft Excel, Accounting, Financial Analysis,
GAAP Financial Reporting. Driven to work in a cross-functional, rapidly changing environment, and to lead, navigate, track, implement, and resolve through non complex to complex initiatives. Self-motivated, energetic, team and individual contributor with the ability to work well in a cross-functional setting.

Eligible for CPA Exam

Work experience

Sep 2013Present

Accounting Manager

Trescal
  • Manage all accounting & finance functions, including but not limited to, purchasing, accounts payable, accounts receivable, general ledger maintenance, financial reporting
  • Implemented chart of accounts mapping to parent company and corporate business finance accounts
  • Prepared timely financial data consolidations including intercompany transactions  in SAP Business Objects
  • Hired, lead, and supervised team of two reports
  • Continuously explores opportunities to streamline and enhance financial processes and analytical tools. 
  • Spearheaded continuous improvement initiatives for equipment rental sector of business. Improved equipment turnaround time by 20%(one day) and generated significant operating cost savings for both the company and customer.
  • Effectively acted as controller for business entity
  • Liaise effectively with finance constituents on financial accounting and reporting deliverables, issues and process improvements
  • Work with internal and external auditors during reviews and audits to ensure full cooperation from accounting staff and compliance with all qualified requests.
Nov 2007Sep 2013

Senior Accountant

SE Laboratories
  • Implemented ERP of Quickbooks
  • Integral in due diligence reporting during valuation of the company and assets prior to the company's buyout by Trescal.
  • Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries.
  • Preparation of all financial reports, including P&L, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports.
  • Provided variance analysis, change reporting and other presentations or ad-hoc reports ; provide corrective action recommendations to management, where necessary.
Aug 2006Nov 2007

Associate Accountant

Genentech
  • Completion of accurate and timely reconciliation and research of AP accounts
  • supported month-end close procedures,
  • vendor master database management,
  • Conducted internal audits related to SOX compliance.
  • Prepared monthly EDD and annual 1099 and 1042S filing.
  • Corporate Procurement Card Administrator and Management.
  • Prepared journal entries, accrual entries, duplicate pay, aging reporting, audit and reconciliation.
Aug 2004Aug 2006

Staff Accountant

LegalMatch
  • daily accounting operation and hands-on management of accounts receivable, accounts payable, payroll and monthly close.
  • Generated monthly financial statements, balance sheets, cash flow, budgeting, planning, forecasting, and revenue recognition.
  • Provided corresponding daily, weekly and monthly management reports. Maintained daily cash flow analysis, journal entries, and fixed assets accounting.
  • Computed semi-monthly compensation of 100+sales commissions.
  • Effective key liaison for the sales and management team.
  • Semi-Monthly Payroll for 200+ EE's. 401k and Stock Options administrator.
Aug 2002Aug 2004

Tax Accountant

HD Vest/Lau Financial Services
  • Prepared Individual Tax Returns, quarterly payroll tax returns and sales tax returns for clients.
  • Assisted Certified Public Accountants with tax returns and financial statements for individuals, partnerships, and corporations.
  • 1099, W2 preparation and filing.
  • Assisted in compiling Financial Analysis Effective communication with IRS and Social Security Administration on regular basis for pertinent information.
Jan 2001Aug 2002

Junior Tax Accountant

Linsco Private Ledger
  • Prepared sales tax, payroll filings, reconciliations, and cost basis calculations of stock for clients.
  • Processed accounts receivables, invoicing, billing and collections for operations.
  • Prosystems FX Practice Management design and structure implementation.
  • Accounts payable procedures, monthly balance sheet consolidation, control accounting, general cash functions, direct billing, and application of payments.
  • Processed e-file through Lacerte and CCH Prostystems FX for Federal and State Acceptance. Assembled Tax Returns.
  • Mail Merge and mass mailing of marketing material.

Certifications

Jan 2001Present

Certified Tax Preparer

CTEC No: A127279
Registered tax preparer licensed by the State of California

Education