Aug 2022 – Sep 2024 · 2 yrs 1 mo · Mountain View, California, United States

• Managed a high-performing team of 14 professionals based in the U.S., the U.K. and Singapore in a high growing newly-went-public tech company (revenue from $0.5B to $1B) for non-revenue accounting execution, accounts payable, shared-services migration, statutory reporting for 18+ foreign entities, M&A and private investments integrations, first-to-third year SOX compliance, restructuring and special projects.

Jul 2020 – Aug 2022 · 2 yrs 1 mo · Santa Clara, California, United States

• Technical strategiest constantly achieves business and finance needs while fulfilling compliance / audit requirements; collaborative, reliable and effective accounting partner works with cross-functional teams on complex M&A, equity, various technical matters; approachable people managers/mentors

Apr 2019 – Jul 2020 · 1 yr 3 mos · San Francisco Bay Area

• Accounting business partner with various cross-functional teams on a large number of M&As / direct investments, $2B debt with complex derivatives, Technical Revenue with hundreds of new products/incentives, collaboration/partnership agreements, and other exciting/creative business transactions.

May 2018 – Apr 2019 · 11 mos · Cupertino, California, USA

• Led the adoption of ASC 842 new lease accounting standards; created the accounting treatments for $1.3 billion complex equity investments.

Jan 2017 – Apr 2018 · 1 yr 3 mos · San Francisco Bay Area

• Created multiple flow-charts for SOX and control documentation for the Financial Reporting/Period-End Close process from scratch and main contributor of the implementation of Hyperion system for consolidation and financial reporting
• Built a team of four people - provided coaching and presented in the performance calibration sessions
• Acted as project manager with the external auditors to own the audit deliverable process for both the year-end audit and quarterization projects (50,000 billable hours from the auditors & 7,500 billable hours from consulting firms)
• Orchestrated the very first set financial statements per SEC reporting standards, which included various complex accounting transactions such as the sale of major business components, build-to-suit leases, various litigation disclosure, principal-vs-agent, early adoption of ASC 606, equity and stock based compensation, and new leasing standards implementation ASC 842
• Created the first version of the quarterly financial reporting packages per SEC reporting standards via collaborating with Investor Relations & Legal, which included the full MD&A section, all non-GAAP metrics, risk factors, and all other necessary sections
• Acted as one of the main contributors to the quarterly Audit Committee packages and investor earnings release package, directly working with multiple VPs and senior executives

Sep 2013 – Jan 2017 · 3 yrs 4 mos · San Jose, California, USA

• Managed the year-end audit, the quarterly review, SOX and interim audits for multiple multinational public companies in the technology and semi-conductor sectors with revenue and equity over billions
• Planned and executed SOX walkthrough and test of controls under the updated PCAOB requirements for over 20 sections of both the parent and subsidiary companies
• Successfully presented and passed the PCAOB inspection process
• Developed revenue substantive testing strategy surrounding revenue recognition for both product and service revenues, revenue for sales-type leases, using the guidance of multiple element arrangement (ASC 605), software (ASC 985), lease (ASC 840) with VSOE and BESP assessments
• Completed technical memos surrounding complicated accounting issues including revenue recognition for multiple-element arrangements, leasing classifications (from a lessor’s perspective), and key estimates surrounding fair value and residual value of the sales-type leases, restructuring accruals for both facilities and severance costs, and inventory reserves
• Reviewed both SOX and substantive audit work related to all areas of inventory of the size over 1 billion dollars such as excess and obsolesce reserve assessment, overhead allocation, profit in transit and inventory counts
• Completed both SOX and substantive audit work related to various corporate accounting functions including SEC reporting, Goodwill impairments (with FP&A valuation analysis), consolidation, HR/Payroll function, and financial period-end close process
• Managed the multi-location engagement and tailored the entire audit substantive procedures for both the parent and the subsidiary companies (with different control reliance approaches) based on the combined risk assessments
• Greatly improved auditor-client relationships which was praised by the client to senior managers and partners
• Drafted multiple presentation materials for the Audit Committee and Board of large public companies

Sep 2009 – Aug 2013 · 3 yrs 11 mos · Montreal, Canada Area / Seattle, Washington, USA

• Planned and managed assurance engagements and external reporting for various clients in the financial services industry, the energy sector, consumer products in USA, Canada and international countries.
• Executed and helped to manage IPO engagements under SEC reporting
• Managed and conducted SOX mandates, evaluated internal audit reports, assessed the control effectiveness and cooperated with internal auditors and management to remedy control deficiencies
• Proficient in IFRS, Canadian, US and German GAAP
• Familiar with S-1 filing and related procedures

Apr 2008 – Aug 2009 · 1 yr 4 mos · Greater Toronto Area, Canada

• Analyzed incidents captured for Anti-Money Laundering (AML) purpose using strong analytical skills and logical thinking
• Obtained the designation as Certified Anti-Money Laundering Specialist (CAMS)
• Identified the flow of funds with proficient knowledge of all banking and financial products in a timely fashion
• Cooperated with multi-departments and branches to resolve issues identified in the investigation process
• Initiated the lunch and learn series within my own department and delivered educational presenations to colleagues to advance on-job learning

May 2006 – Aug 2006 · 3 mos · Greater Montreal Metropolitan Area

• • Performed audits in manufacturers, US tax compliance and Canadian private investment companies

May 2005 – Aug 2005 · 3 mos · Beijing, China

• Performed audit in the asset injection process on one of PwC China's largest clients
• Audited several key accounts (fixed assets, capital lease, leasehold improvements), coordinated work allocation between team members and monitored the team progress
• Participated in multiple meetings between the audit team, client, investment banks and the government regulatory body
• Delivered presentations to client in adoption of the new accounting standards and provided training to client accounting personnel