Sales Management

Lawrence Lee, CMA

**** ***** **., ******* ** ****9 * Home: 510-***-**** * Cell: 510-***-****

* Email: *******@*****.***

SUMMARY:- Certified Management Accountant (CMA) with solid cost accounting,

budgeting, and financial reporting background, and track record of

progressive responsibilities.

EXPERIENCE:

Senior Financial Analyst, Bridgelux Inc., Livermore Dec 2008 - Nov

2010

- Plan, coordinate and develop, with Operations, the annual Budget and

update monthly rolling forecast

- Prepare journal entries and reconciliations on sales, gross margins,

inventory, WIP, PPV, deferred revenue and reserves

- Analyze monthly results versus budget, identify key issues, report KPI

and compile monthly financial package

- Distribute monthly actual vs. budget reports by product line to VPs with

explanations for variances

- Develop BOM standard cost and system flow for manufacturing in Oracle and

report related absorption cost variances

- Manage inventory standard costs and PPV, resolve inventory issues to

achieve inventory control and reconciliation

- Create financial models and ad hoc reports for Senior Management on

special projects

- Reconcile and prepare required PBC schedules for external auditors and

investment bankers

Financial Analyst, Natus Medical Inc., San Carlos 2004 - 2008

- Develop of annual departmental budgets, annual corporate budget, and

quarterly rolling forecast

- Prepare monthly departmental analysis of actual versus budget, isolating

variances, research reasons for variances

- Communicate directly with department heads and recommend solutions to

address variances

- Prepare periodic and ad-hoc sales analyses of unit sales, revenue, gross

margins and COS by product line and regions

- Calculate sales commission, prepare commission statements, and support a

sales force of forty District Managers

- Prepare 10-Q & 10-K by maintaining and reconciling schedules and

consolidation of subsidiaries

- Interface with external auditors to prepare and provide various PBC

schedules

- Participate in ERP systems conversion project, develop new reports and

provide first line system support

Cost Accountant, AMS Industries Inc, San Leandro 2003 - 2004

- Participate in periodic financial close Prepare Journal entries, review

and prepare monthly account reconciliations

- Report, analysis and reconcile variances in Standard Cost, PPV, WIP,

Scrap, E&O, and Physical Inventory

- Develop and maintain inventory standard costs including cost estimating

to standard and burden rates

Senior Financial Analyst, Philips Semiconductors, San Jose 2000 - 2003

- Analyst support to Global Sales Operations for cost accounting and

budgeting per product lines & market segments

- Analyze budget variances update $16m annual budget and quarterly forecast

in Hyperion Pillar per market segments

- Maintain and reconcile $30m finished goods inventory related accounts and

prepare closing journal entries in SAP

- Reconcile COGS, PPV, scraps, reserves, write-off accounts, and

communicate P&L results to management worldwide

- Review and report key performance metrics KPI for monthly business review

presentation

- Perform quarterly physical inventory audits in various third party

warehouses, and prepare audit reports

- Provide inventory information to external auditors and prepared KPMG

required PBC schedules

- Participate in SAP implementation project, and provide first line support

to resolve daily SAP system kick-outs

Cost Accountant, Universal Plastics, San Jose 1998 - 2000

- Reconcile General Ledger, prepare journal entries and financial reports

for month-end close

- Maintain standard costs and prepare variance reports, monitor and

investigate PPV & WIP variances

- Develop, implement and maintain Cost and Project Accounting system and

procedure

Senior Accountant, Electromax, Inc, San Jose, 1994 -1998

- Prepare month-end journal entries, reconcile GL accounts, and prepare

financial reports

- Reconcile book to physical inventory, administer payroll and fixed asset

accounting

- Interface with external auditors and agencies, prepare and various tax

returns and implement ISO control procedure

EDUCATION & CERTIFICATIONS:

CMA, Institute of Certified Management Accountants, NJ

MBA, University of Birmingham, England

BA, Economics, National ChengChi University, Taiwan

SYSTEM SKILLS:

PC Applications: Microsoft Office (Word, Excel, Powerpoint, Outlook,

Access), Quickbook, Peachtree, Quicken

ERP Systems: SAP(MM, FI, CO), Business Object, Hyperion Pillar, BAAN,

Crystal, Oracle, Discover, Visibility, Deja View

OTHERS: Other Languages - Speak, read, write Chinese (Mandarin &

Cantonese) fluently

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