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Skills Summary

Personable and self-directed professional with background in Finance and Accounting.
Experienced Controller with a demonstrated history of working in the biotech
and service technology industry. Skilled in Microsoft Excel, Accounting, Financial Analysis and Financial Statements Reporting. Driven to work in a cross-functional, rapidly changing environment. Natural leader with keen ability to 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

April 2018Present

US Controller

Trescal US
  • Managed all accounting and finance of three facilities and 30% or revenue of entire entity.
  • Coordinated consolidated financial reporting for of 22 US companies over 5 local entities and 5+ Foreign entities
    • Performed post M&A integration of newly acquired companies
    • Achieved cost savings over $80K in freight/shipping costs by analyzing and implementing preferred supplier program
    • Performs reporting and analysis of cost drivers and performance measures through multiple ERP platforms  with recommended suggestion and levers to increase EBITA
    Sept 2013April 2018

    Controller/Accounting Manager

    Trescal Inc.
    • 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 (FORTUNE's "100 Best Companies to Work For" in 2007)
    • Completion of accurate and timely reconciliation and research of Vendor Finance 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/LFS Asset Management
    • 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