Oct 2021 – Oct 2024 · 3 yrs · San Jose, California, United States · Hybrid

• ● Manage team of senior accountants responsible for leases, fixed assets, accruals, and allocations.
• ● Drive close management including coordination of fluctuation analyses and reporting to senior leadership.
• ● Recognized with CEO award following successful PCAOB audit of commissions.
• ● Coordinated implementation of equity administration system in provider transition.
• ● Own calculation of and accounting for company’s variable incentive plans.
• ● Developed robust commission payroll review and reconciliation processes.

Jan 2020 – Oct 2021 · 1 yr 9 mos · Mountain View, California, United States

• ● Earnings release lead senior responsible for preparing earnings materials and supporting business partners.
• ● Onboarded and mentored Sr. SEC Analyst into lead senior on 10-Q/10-K process.
• ● Performed technical accounting research, summarized accounting conclusions, and suggested disclosures.
• ● Oversaw detailed testing of stock-based compensation configuration in transition of equity provider.
• ● Enhanced quarterly stock-based compensation review procedures to identify unusual trends at grant level.
• ● Developed ASC 842 lease waterfall and provided technical accounting guidance on leases.

Nov 2018 – Dec 2019 · 1 yr 1 mo · Mountain View, California, United States · On-site

• ● Prepared monthly revenue waterfall and balance sheet analysis in accordance with ASC 606.
• ● Supported audit execution by preparing deliverables and addressing audit inquiries regarding revenue.
• ● Oversaw revenue deliverable preparation by consultants and sales order entry by order management team.
• ● Represented accounting in cross-functional initiative to enhance product delivery.

Jan 2018 – Nov 2018 · 10 mos

• Built and maintained strong relationships with clients and audit team members.
• Planned and executed ASC 606 adoption impact and controls testing for $2B public software company.
• Reviewed contracts and executed substantive testing to ensure appropriate ASC 606 revenue treatment.
• Organized and led meetings for annual audit plan, including approach for substantive and controls testing.
• Provided suggestions to the client for revenue and receivables process improvement.
• Oversaw a team of associates preparing S-1 tie out for confidential IPO filing.
• Performed equipment and post warranty service revenue testing under IAS 18 for UK-based Company.

Sep 2015 – Jan 2018 · 2 yrs 4 mos

• Initiated escalation of issues to partners and senior team members, as appropriate.
• Mentored interns and associates in audit methodology and delegated work to be performed by them.
• Drafted and managed plan for audit work outsourced to service delivery center resulting in cost savings.
• Developed quarter task plan for team and monitored achievement, in project management capacity.

Jun 2014 – Aug 2014 · 2 mos · San Jose, California

• Performed independence assessments to ensure compliance for two new board members.
• Assisted with tie-out of Form 10-Q, as part of quarterly review.