• MBA-Finance; CPA, CISA certification; CFA II candidate
• 10+ years business and finance experience in financial planning, analysis, and modeling; internal controls, governance and compliance in public companies and large CPA firms
• Strong Leadership in managing team
• Extensive experience partnering with multiple teams and cross-group collaborations across various functions and locations
• Exceptional project management skills in coordinating all aspects of project from inception through completion
• Effective communicator with senior management and project teams
Specialties:
Team building
Team Development and Collaboration, across cultures and organizations
Risk management
Financial modeling & analysis
Financial Planning
Budget, Forecast
Capital Market
Treasury management
Sr. Finance Manager/Controller ( North America) @ Led the US and Canada accounting and finance groups in a fast-paced, startup environment; provided day-to-day leadership for the company’s accounting operations, financial reporting, and budgeting activities; Directed the company’s accounting and financial reporting policies in accordance with US GAAP and with supplementary non-GAAP reports.
o Oversaw all aspects of finance and accounting operations. Motivated and grew very strong finance/accounting teams to deliver consistent and excellent services.
o Established key financial policies and procedures and drove process improvement to accommodate organizational 100% YoY growth.
o Managed financial planning, budget, forecast and cost control, communicated the performance and the potential risk and opportunities of the business; provided insights to enhance profitability.
o Established and maintained strong ongoing relationship with bankers and obtained additional over 100% asset based lending loan from the bank.
o Managed rhythm of financial reporting including month/quarter end close activities, quarterly forecast and target setting and executive business review From October 2014 to Present (1 year 2 months) San Francisco Bay AreaTreasury Accounting Manager @ Managed accounting activities for $80 billion portfolios with diverse securities including derivatives, equities, and fixed income;
o Partnered with the Capital Markets group, Cash Operation Team, Treasury Operation Team and Microsoft’s third party accounting agent on monthly treasury accounting close, reporting and analysis
o Managed treasury related accounting activities and reconciliation; supported treasury related SEC filing
o Designed and implemented accounting and financial controls for portfolio investment activities in accordance with GAAP From January 2014 to October 2014 (10 months) Finance Manager/Controller; US Sales and Marketing Group FP&A @ Managed US Subsidiary P&L with +$20 billion annual revenue and $1 billion operational expenses including payroll, sales incentive compensation, infrastructure, and stock compensation
o Designed and deployed new complex forecast and reporting models; Identified significant expense related risk, proactively communicated the risk with proposed mitigation plan to business partners, and saved the company ~15M of expense
o Led US incentive compensation (IC) modeling process for 3000+ sales people across 6 business segments; identified as best practice and adopted by WW team for all Microsoft national and global subsidiaries
o Provided insightful advice to business and finance leadership team through analysis of business reports, calling out key drivers of variance and actionable suggestions
o Partnered with 6 segment finance teams and global teams to improve the efficiency and accuracy of multiple reporting processes
Award:Microsoft North America Finance “One Voice Big Impact” award in 2012, 2013 From January 2012 to January 2014 (2 years 1 month) Audit Manager @ Lead auditor on 50+ audit projects; analyzed, tested and evaluated 100+ business processes’ operation, financial, IT applications and infrastructure controls; improved significant amounts of processes and provided best practices to process owners
o Led and coordinated audit projects from inception through completion for a team of 4-8 people, including coordinating team resources, determining audit scope, managing business partner’s relationship, identifying and resolving issues, issuing audit report and communicating with senior management
o Partnered with a wide variety of business groups to optimize and improve control systems and processes including engineering, product management, sales operations, legal, human resource, procurement, payroll, treasury and financial reporting
o Provided training and coached process owners on change management, segregation of duty, establishment and on-going maintenance of control and process documentation; followed up and monitored risk remediation actions
Awards: Microsoft Audit Contribution & Excellence (ACE) Award - 2010, 2011, 2012
Microsoft Gold Star Bonus Award - 2011 From January 2008 to January 2012 (4 years 1 month) Sr. Auditor (public practice) @ Planned, coordinated and supervised SOX 404 engagements, SAS 70 audits and general computer control audits for industry-wide clients
o Responsible for all phases of audit engagement including audit scoping, planning, risk assessments, developing audit program and testing steps
o Identified control issues, prepared weekly status reports, analyzed issues, identify corrective actions to management
o Performed project proposal, budget, and staff resourcing
Award: Grant Thornton Outstanding Delivery to the Client Experience Award- 2007 From 2006 to 2007 (1 year) Accountant/Auditor @ Provided accounting and tax services to financial service, real estate, construction, consulting, and manufacturing companies, and non-profit organizations
o Prepared financial statements for 50+ companies in a wide variety of industries
o Performed financial analysis, portfolio analysis and provided cost control recommendations to clients From 2004 to 2006 (2 years)
Master of Business Administration (MBA), Finance @ Seattle University From 2008 to 2012 Gradute Degree, Accounting @ McGill University From 2004 to 2006 Sunny CPA is skilled in: Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, Forecasting, Accounting, Risk Management, Internal Controls, Internal Audit, Budgets, Financial Forecasting, Corporate Finance, Financial Risk, Enterprise Risk Management