Highly accomplished Finance and Accounting professional with diverse background in business management, training, human resources, and operations. Specific experience includes FP&A, project management, budget review & planning and program implementation. Excellent track record of delivering solid and on-time results leading several complex projects such as software system conversions. Maintains a strong focus on adding value to the overall growth and profitability of the organization. Exceptional Excel and SAP skills combined with problem solving capability. Solid professional standards; excellent track record of dependability, strong work ethic, high energy level, and consistent commitment to success.
Sr. Accountant June 2014 to CurrentPaypal Inc AWF － San Jose, CA
Prepare accruals and journal entries for Client revenue and expense and provide reports for management review.
Prepare state sales tax reporting documents and audit backup (internal and external).
Reconcile revenue and cost related balance sheet accounts.
Provide ad hoc research requests and provide in-deep analysis on financial results.
Identify and implement continuous improvement initiatives related to various processes, including reporting, data gathering, & value added analysis, including the SAP data transformation project.
Serve as the point of contact for transaction expense and revenue accounting process and related issues and collaborate with Finance, Business (GCP), Accounting Policy, Tax, Treasury, Internal Audit and SOX.
Provide training to new associates joining the team.
Finance and Administration Manager April 2012 to October 2013UNIVAR USA, INC － Redwood City San Jose, CA
Managed financial operations for both the San Jose, CA ($15M) and AZ Districts ($9M) with 9 total branches.
Reviewed and analyzed monthly and quarterly P&L's and prepared annual budget and business plan that increased operational efficiency by more than 15%.
Prepared monthly commentaries and analyses for senior management explaining key revenue and expense variances and quantifying risks and opportunities vs budget and forecast.
Served as a regional Super-User for SAP software conversion.
Recommended and implemented several expense control programs and measured results.
Responsible for business units' compliance with the policies and procedures.
Queried databases and built reports from scratch while also helping to automate reporting.
Finance & Administration Manager August 2004 to September 2010PENSKE TRUCK LEASING － South San Francisco, CA
Managed finance and administrative operations within a $61M district with 14 branches, including finance, AP/AR, inventory, billing, human resources, and customer service.
Reorganized administrative department and trained 8 clerks and 2 assistant managers.
Prepared annual budget, revenue forecasts, and business plan.
Ran month-end close process, investigated expense variances, booked journal entries, updated forecasts, and reported to senior management.
Managed physical inventory counts, audits and reconciliations.
Reconciled large leasing accounts, saving $50K in unaccounted transactions.
Managed payroll processing for 80+ employees and facilitated system conversion to ADP/Etime.
Identified cost saving opportunities and implemented changes and controls for sustainability.
Implemented several LEAN initiatives and Six Sigma Green Belt projects to cut waste and increase operational efficiency.
Accounting Manager April 2003 to August 2004GSC LOGISTICS － Hayward, CA
Managed accounting functions, including monthly GL reconciliation and cash-flow projections.
Performed AR month-end/quarterly/year-end closings and ledger entries.
Researched and resolved very old account reconciliations and billing issues, thus adding over $50K of positive cash flow back to the books.
District Administrator March 2001 to November 2002LANIER WORLDWIDE, INC － South San Francisco, CA
Managed administrative and financial operations within a $10M district sales office, including AP/AR, inventory, billing, HR, and customer service.
Researched and resolved over $250K in aging unapplied cash in less than 60 days.
Operations Manager October 1999 to November 2000WELLS FARGO CARD SERVICES － Las Vegas, NV
Managed and tracked success of over six successful credit card product launches and marketing campaigns.
Formulated and implemented changes in policies and procedures and performed routine audits to ensure compliance.
Successfully handled two software conversions, wrote training manuals, and trained a 50+ person office on the new software.
Collections Supervisor October 1994 to September 1999JCPENNY CREDIT － Pittsburgh, PA
Consistently led the number one outbound high-risk collections team through motivational strategies, incentive programs and contests.
Created motivational strategies, such as incentive programs and contests, to drive quality performance.
Supported quality standards of effective collection, dunning, and write-off practices.
Provided training and performance feedback to a team of 25 high-risk outbound collectors through informal communications, formal performance reviews, goal setting, and deficiency management.
B.A : Business and FinanceWashington & Jefferson College － Washington, PABusiness and Finance Two-time winner of the Penske District Finance Excellence Award
Registered GE Six Sigma Green Belt-cert# 225650-237996-600107865
account reconciliations, Accounting, AP/AR, accruals, administrative, ADP, ad, AR, AS400, automate, backup, balance sheet, billing, budget, business plan, cash flow, cash-flow projections, CA, continuous improvement, conversion, credit, Client, customer service, databases, Essbase, senior management, Finance, financial, financial operations, GCP, GL, goal setting, Great Plains, human resources, HR, Hyperion, Internal Audit, inventory, ledger, marketing, MS Dynamics, MS Excel, office, payroll processing, performance reviews, policies, processes, quality, QuickBooks, reporting, research, sales, San, SAP, Six Sigma, Tax, training manuals, Treasury, year-end