Maggie CPA's Email Addresses & Phone Numbers

📖 Summary

Senior Financial Analyst @ •Prepare and/or review quarterly SEC financial reporting preparation, including 10-K, 10-Q, and 8-K, as well as other prospectus and registration filings. •Prepare and/or review Form 10 of Hewlett Packard Enterprise Company. • Provide financial reporting disclosures that comply with US GAAP and SEC reporting disclosure requirements and address any related external auditor's queries • Provide detail review of XBRL. • Coordinate with various business partners across a worldwide organization to gather support information in order to build quarterly and annual filings • Monitor the latest accounting pronouncements and evaluate any impacts to HP for disclosure purposes in coordination with accounting policies; • Assist in driving process improvements to enable speed and accuracy over the quarterly reporting; • Support ad hoc reporting requests from various customers; • Participate in broader SEC reporting or corporate reporting initiatives. From June 2015 to Present (7 months) External Reporting Manager (Contract) @ • Prepared and reviewed disclosures for filing document such as the 10-K and 8-K with the SEC • Prepared and reviewed EDGAR and XBRL formatting of Form 10-K, ensured submission is utilizing the correct taxonomies • Reviewed and managed Government surveys • Planned for the filings such as preparing/reviewing shell and calendar. • Managed and monitored completeness and accuracy of Form 10-K in filing software as well as coordinate with vendor for timely filing • Analyzed and incorporated 10-K comments from various groups into the current draft while maintaining version control • Worked cross-functionally with other groups to ensure compliance with SEC reporting requirements • Ensured compliance with Sarbanes-Oxley (SOX) requirements • Developed financial reporting process improvement initiatives From April 2015 to June 2015 (3 months) Financial Reporting Manager @ • Prepared, reviewed and project managed PACCAR’s SEC filing including form 8-K, 10-Q, 10-K and the annual proxy statement. • Performed detail reviews of XBRL filing. • Provided consultation to management and global controller groups on significant, complex and non-routine transactions. • Performed technical GAAP / SEC research and prepare position papers. • Monitored emerging GAAP changes and requirements and evaluate their impact on PACCAR. • Coordinated and provided training as required to PACCAR locations. • Managed various ad hoc projects and special analysis requests from executive management. • Drove continuous improvements within the external reporting team. From October 2013 to February 2015 (1 year 5 months) Lead Senior Accountant, International Financial Reporting & Compliance @ • Led annual financial audits with responsibilities of updating RFI templates, coordinating staff scheduling, reviewing audit schedules and addressing questions arises by auditors. • Reviewed and interpreted financial reports, ensuring compliance. • Performed balance sheet, income statement, changes in financial position variance analysis and presented the audit outcome to board members. • Managed global consolidated financial statements, provide guidance to improve documentation and process flow. • Planned cyclical and annual process, ensuring adherence to deadlines. • Oversaw and monitored projects assigned to accountants and senior accountants, reviewing progress and evaluating results. From December 2012 to October 2013 (11 months) General Accounting Manager, International B.I.C. Accounting @ • Managed PACCAR of China monthly close. • Analyzed financial results, and prepared monthly management reporting package such as monthly Overhead Statements, RFI, and Forecast Reports. • Developed policies and procedures that streamline accounting processes and create training materials. • Managed the internal control review for PACCAR of China. • Performed/reviewed SOX testing for Corporate Accounting and DAF Brasil. • Participated in the monthly corporate executive financial comments review. • Provided consultation between business and accounting department to better develop business processes, policies and procedures From August 2012 to December 2012 (5 months) Senior General Accountant, Corporate Accounting @ • Led PACCAR of China and India monthly close, including prepare/ review journal entries and account reconciliations with accurate and timely results. • Identified accounting issues and educate business partners on proper accounting policies, internal controls and best practices to drive cost efficiency. • Reviewed local office spending and support the annual budgeting process. • Assisted with the Corporate Accounting Department SOX testing. • Participated in the monthly corporate executive financial comments review. From January 2012 to August 2012 (8 months) Senior Accountant, Financial Reporting and Compliance @ • Supported World Vision International's year-end audit of financial statements with responsibilities including obtaining and reviewing supporting documents from over 20 international offices with external auditors. • Reconciled World Vision International’s general ledger with 12 national offices among West Africa, Latin American regions, and over 10 World Vision supporting/funding offices worldwide. • Performed journal entries and reconciliations for cash, investments, inter-company transactions, notes receivable, notes payable and various year-end accrual entries for World Vision USA. • Identified control weaknesses through internal control walkthroughs and provided solutions to enhance and improve processes and controls. • Led annual pension audit of financial statements among Benefit, Finance and Treasury departments. • Performed accounting research and implementation of financial standards. • Led year-end GIK inventory counts across 10 locations with 8 staff from planning through financial reporting. From May 2010 to December 2011 (1 year 8 months) Senior Audit Associate @ • Performed substantive and overall analytical review to evaluate the reasonableness of the financial statement areas. • Prepared auditor’s reports, management letters of recommendations and audit committee presentation. • Managed and review financial statement to ensure accurate presentations and adequate disclosures in accordance with GAAP. • Engaged in all stages of the audit, including day-to-day in-charge responsibilities of planning, fieldworks and wrap-up. • Ensured accurate scheduling and supervised auditing work of staff using a hands-on approach. • Evaluated clients’ business process walkthroughs, and assessed internal control weaknesses to determine best recommendations for improvements. • Examined multi-million dollars quarterly and year-end account reconciliations for accuracy and recommend adjustments accordingly. • Reviewed and assessed the reasonableness of the quarterly and annual accruals for allowance for doubtful accounts, inventory and warranties reserves, compensation expenses and liabilities. • Analyzed journal entries to identify any unusual or related parties’ transactions. • Experienced in working with companies who has parent or subsidiaries companies overseas with foreign exchange transactions and consolidations. From September 2007 to April 2010 (2 years 8 months) Master, Business Administration @ Seattle University From 2011 to 2014 Master, Accounting @ Seattle UniversityB.A., Economics @ University of Victoria Maggie CPA is skilled in: Accounting, Finance, SEC Financial Reporting, SOX 404, XBRL, General Ledger, Internal Controls, Auditing, Financial Statements, Financial Analysis, Financial Accounting, Process Improvement, Financial Forecasting, Budgets, Accounts Payable