Brandon MBA's Email Addresses & Phone Numbers

📖 Summary

Senior Technical Accountant @ From March 2014 to Present (1 year 9 months) Assurance Staff/Senior @ •• Supervised 2-4 audit associates on engagements for various tech clients, primarily in the technology and biotechnology sector • Performed and documented substantive audit procedures over high risk accounts, such as stock-based compensation, equity and revenue • Significant experience with ASC 718-stock-based compensation, specifically technical accounting knowledge relating to restricted stock units, stock options and employee stock purchase plans (ESPPs). • Thorough understanding of ASC 350 and ASC 820 relating to the valuation and impairment of intangible assets and goodwill. • Knowledgeable of external and SEC reporting, including quarterly and annual financial statements and related footnote and disclosure requirements. • Experience with filing an S-1 Initial Public Offering for multiple clients in the technology and biotechnology sector • Played integral role in first year SOX-404 implementation for newly public company and process improvement in subsequent year • Acted as main client contact and liaison for engagement team partners and senior management for quarterly and year-end audit engagement • Understanding of financial statement close process, including accruals, reconciliations and journal entries • Experience with multiple accounting software packages such as Quickbooks, NetSuite and Oracle • Performed analytical procedures on numerous balance sheet and income statement accounts, including depreciation reasonableness, interest reasonable reasonableness and payroll analytics From September 2011 to March 2014 (2 years 7 months) Redwood Shores, CAAssistant Vice President/Financial Sales Officer @ Daily management of commercial client portfolio totaling $14,000,000 in outstanding loan balances and $11,000,000 in deposits. Review business financial statements to calculate various financial ratios to determine credit worthiness and repayment ability of the company and individual. Business development that included finding and cultivating profitable relationships with businesses generating total revenues ranging from $1 to $20 million. From February 2009 to August 2010 (1 year 7 months) Assistant Vice President/Business Banker @ Generated over $17,500,000 in new loan commitments in a two year span. Managed a portfolio of loans with average total outstanding balances of $30-40 million. Responsibilities spanned from the initial identification of a potential client to the closing of the loan, with daily or weekly interaction following the establishment of a relationship. Analyzed and reviewed financial statements of businesses with annual revenues ranging from $2,000,000 to $165,000,000 to determine their need for and ability to repay loan facilities. Analysis includes use of ratios, profit margins and other data to evaluate the potential borrowers. Performed the credit underwriting for each loan request, making recommendations for loan commitments. Presented loan request to Credit Administration and Loan Committee for approval. Determined the most efficient way to structure financing instruments that was beneficial to the client while also protecting the interest of the bank. This included analysis of cash flow cycles, future contracts and creation of forecasts to determine the borrower's repayment ability. From July 2006 to February 2009 (2 years 8 months) Credit Analyst @ Spread and analyzed quarterly and annual financial statements from existing customers. Reviewed financial ratios, profit margins and other data to determine compliance with financial covenants established in loan documents. Reviewed monthly borrowing based statements for asset-based borrowers to determine credit availability. Followed up with customers when financial reporting was not submitted in a timely manner in order to maintain up to date credit files. From July 2004 to June 2006 (2 years) MBA, Finance, 3.73 @ Santa Clara University - Leavey School of Business From 2010 to 2013 Certificate of Advanced Accounting Proficiency @ Santa Clara University From 2011 to 2011 BA, Economics @ California State University, Fresno From 1999 to 2004 Brandon MBA is skilled in: Financial Reporting, Credit, Accounting, Auditing, Cash Flow, Loans, Financial Analysis, Financial Modeling, Financial Statements, Sarbanes-Oxley Act, GAAP, Financial Accounting, SEC filings, US GAAP, Internal Controls, CPA, Revenue Recognition, Finance, Analysis, Account Reconciliation, Forecasting, QuickBooks, Assurance