Oct 2019 – Feb 2022 · 2 yrs 4 mos · San Francisco Bay Area

• Cross-functional partnership responsibilities across multi-dimensional organization and leadership throughout the Company, with ownership of Revenue, Deferred Revenue and A/R cycle on the self-serve business offering.
• Review non-standard terms in deal approval requests based on knowledge of business operations, company policies and ASC 606 revenue recognition guidance per US GAAP.
• Oversee the month-end and quarter-end close on A/R, Revenue and Deferred Revenue areas via managing a team of 2 high-performing senior revenue analysts who perform daily function of revenue accounting, reporting, reconciliation, preparation of journal entries and audit PBCs.
• Review periodic and ad-hoc reports on the above subjects and documentation for SOX purpose.
• Lead Revenue Accounting collaboration with cross-functional teams (G/L, Technical Accounting, FP&A, Business Systems and Data Engineering) on OTC-related topics that impacts A/R and Revenue.
• Run various exciting ad-hoc projects impacting revenue accounting and reporting, including but not limited to automation of AR to Cash three-way-match, implementation of new payment processor, and automation of manual processes to scale business, with demonstrated project management, critical thinking, and detail orientation.
• Contribute to processes and systems improvements with a passion on helping others.
• Own the audit processes with external auditors on the subject matters of Revenue and A/R.

Aug 2018 – Sep 2019 · 1 yr 1 mo · San Francisco Bay Area

• Demonstrated success in managing six audit projects including SaaS companies (public and pre-IPO stage EGCs) and private equity firms, with great abilities of managing expectations, problem solving, and motivating staff.
• Brought technical excellence in SaaS company audits, and IPO audits in areas such as SOX control implementation, and early adoption of ASC 606 Revenue Recognition guidance.
• Managed strong client relationships by winning their trusts through reliable and timely responses and daily reaction, and demonstrated great team building by creating a safe, fun, and supportive team working environment.
• Provided in-depth guidance and review of audit documentation in both internal control testing and testing of account balances, while accomplishing testing that requires independent accounting research and critical thinking within deadlines.
• Identified and resolved common issues for emerging growth companies. Anticipated and addressed client concerns in an efficient and effective manner.

Aug 2015 – Jul 2018 · 2 yrs 11 mos

• Proven technical excellence and research abilities on all key accounting aspects such as debt (modification / extinguishment), investment valuations, inventory estimates, stock-based compensation issues, 409A valuation, capitalized software, impairment analysis, revenue recognition, cash flow statement and disclosure requirement for financial reporting, etc.
• Led a team of over ten people from multiple office locations for a $200 M multi-national SaaS company and delivered the audit in a shortened period while meeting expectations from internal and external aspects.
• Great in project management in the execution of audits, as proven by building organized first-year audit files quickly without overloading questions to clients and cutting budget hours by 20% while completing more scope of work.
• Fast in identifying key issues and solving problems by thinking out of box and being super resourceful
• A team player and enjoyed coach others. Resourceful and good at obtaining support from others.

Aug 2014 – Jul 2015 · 11 mos

• Complete three busy seasons (five year-end audits) after transitioning both role and location.
• Oversee first years in areas such as designed substantive testing and financial reporting.
• Examine and improve the Form S-1 registration statement for a new filer during IPO-readiness preparations.
• Identify and assist in the remediation of control deficiencies and misstatements through in-depth testing and analysis.
• Exhibited technical excellence in all audit areas with expertise in inventory testing and SOX control testing.
• Seek difficult projects, and meet deadlines with streamlined processes.
• Inspect and opine on the control documentation in Chinese for a pre-IPO client, utilizing language and cultural advantages.
• Collaborate productively with overseas client contacts (in China, Japan and Germany) for audit requests.

Oct 2013 – Jul 2014 · 9 mos

• Improved the client’s business processes of expenses’ allocation via communicating inefficiencies and making suggestions.
• Detected accounting errors and business inefficiencies utilizing professional skepticism.
• Quickly mastered the business of the client as well as the testing areas via building excellent client relationship.
• Proved great team collaboration by taking initiative to coach the First Year and assisting the Indian Team with cash testing.
• Managed challenging tasks such as Properties’ Valuation testing in a fast-paced work environment.
• Streamlined the audit processes by multi-tasking.

Jan 2013 – Mar 2013 · 2 mos · Greater New York City Area

• Performed substantive testing in various areas. (revenue testing, etc.)
• Conducted analytical review of audit documents.
• Helped meet the team’s budget by monitoring working hours and timely reporting status.
• Assisted in inspecting, testing and assessing the newly adopted audit system.

Aug 2012 – Nov 2012 · 3 mos · Two World Financial Center

Jan 2012 – Apr 2012 · 3 mos · Newton, MA

• Provided decision-making support to sales management through the presentation of recommendations derived via market research and analysis.
• Assisted in the execution of strategy for marketing plans, utilizing the language advantage to perform market research on Chinese mainland companies.
• Streamlined research processes, including process monitoring and communication facilitating using Google Docs and Skype.

Jun 2011 – Aug 2011 · 2 mos · Burlington, MA

• Worked with other members of the Revenue Operations team, performing the monthly accounting close and related analysis, as well as participating in ad hoc projects as required.
• Performed monthly and quarterly activities in support of the financial close process including importing and exporting data, analyzing and explaining variances from expectations, and reconciling associated general ledger accounts.
• Assisted internal customers to resolve issues/questions on activities related to accounts.
• Lead efforts to continuously drive cross-functional improvements associated with processes related to accounts owned by the revenue group. Researched and resolved reconciliation issues and discrepancies; took corrective measures to mitigate while enhancing procedures to prevent recurrence.
• Supported system conversions and integration of acquired companies.
• Developed/maintained operational metrics to measure applicable processes.
• Assisted in preparing general ledger entries.
• Supported external audit activities and audit preparation.

Sep 2010 – Dec 2010 · 3 mos · Waltham, MA

• Obtained the client for the team project (a Boston Fundraising Company) through networking and became the client liaison.
• Examined and documented the online registration and donation process for individual donors.
• Assessed the internal control of the process using control matrixes and made recommendation to management.

Dec 2009 – Apr 2010 · 4 mos · Shanghai, China

• Evaluated the validity and accuracy of contracts by comparing the contract information with checks and other documentary evidence; created Excel Spreadsheets and submitted findings to the Manager.
• Calculated the stamp tax (a government tax) prior to the tax payment deadline.

Jun 2009 – Aug 2009 · 2 mos · Shanghai, China

• • Assisted the Auditor in reading the financial reports and evaluating the efficiency of fund utilization.