CPA

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Raj Dhawan CPA, MS (Finance)

**** *’Farrell St. #PH-1B San Francisco, CA 94115 H: 415-***-**** C: 415-***-****

*********@*******.*** http://www.LinkedIn.com/in/rajdhawan

Residency Status: US Citizen

SENIOR FINANCE EXECUTIVE / CONTROLLER / ANALYST

with comprehensive experience in

FINANCIAL STATEMENTS FINANCE MANAGEMENT GENERAL ACCOUNTING

PUBLIC ACCOUNTING BUSINESS ANALYSIS REPORTING / DOCUMENTS

CASH MANAGEMENT BUDGETS / FORECASTING SPREADSHEETS / RATIOS

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

Security Financial Services, Commercial Lending, San Francisco, CA 2006 – Present

Controller

As Controller of this commercial business lending company, taking responsibility and ownership of all the accounting functions. This has included A/R, A/P, G/L, Payroll, and generating Financial Statements on monthly, quarterly, annual basis for management and outside parties.

Managed a portfolio of over $15 million in loans to businesses

Automated a decades old accounting system, and bringing it into QuickBooks

Smith-Craine Finance, Mortgage Brokers, San Francisco, CA 2004-2006

Loan Consultant

Contacting Realtors, Independent Borrowers, Brokers in order to process purchase money and refinance loans

Arranged for 90% SBA guaranteed commercial loans in the $1-2 million range

Piper Jaffray, Investment Bank, San Francisco, CA 2003-2004

Financial Advisor

Working with high net-worth clients, allocating assets for conservation, income & growth strategies

Invested over $7 million in liquid assets for high net worth clients

California Pacific Medical Center, Hospital, San Francisco, CA 2001 - 2002

Director of Finance & Property Management

Evaluating financial performance of 12 non-core profit and cost centers at the various hospital locations, managing all aspects of billing & invoicing for 300+ doctors working at the hospital

Took charge of all aspects of property management when situation required

The Perinatal Council, Non-Profit Agency, Oakland, CA 1996 – 2001

Controller

Overseeing all aspects of accounting functions for this $5-10 million non-profit agency, supervising 5-7 employees, invoicing Federal and State governments for grant money on monthly basis

Worked initially as Consultant at this Agency, saving it from being shut down

Bank of America, Global Headquarters, Concord, CA 1995-1996

Senior Analyst

Preparing regulatory reports and financial statements for 15 foreign branches, working in small teams of CPAs in transferring over an acquired bank’s assets and liabilities

LICENSES / SKILLS

Licenses: California CPA License #69432, Series 7, 66, Life Insurance, R/E Agent

Computer Skills: Windows 7, Leopard OS, Yardi, MAS90, ADP, Great Plains,

ACT, Excel, Outlook, Powerpoint, Explorer, Firefox, Chrome Search Engines

EDUCATION

1. University of California, Berkeley, CA

Certificate Program in Entrepreneurship and Small Business Management

Relevant Coursework: Introduction to Entrepreneurship / Opportunity Recognition, Marketing Strategies for Entrepreneurs and Small Biz Owners, Managing a Small Biz Venture: Operations, Systems and Action Planning, Small Biz Mgmt

2. Golden Gate University, San Francisco, CA

Masters Degree in Finance

Relevant Coursework: Mergers & Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing, The Wyckoff Method

3. University of Texas, San Antonio, TX

Bachelors Degree in Accounting

ACTIVITIES

Member California State Board of CPAs (Inactive), YMCA, Commonwealth Club, Sierra Speakers Toastmasters, Board Member of The Perinatal Council

President of Kohi-Noor, a professional and social networking club

Vice-President of International Student Association, Univ. of Texas

ENDORSEMENTS / REFERENCES

Available on profile at http://www.linkedin.com/in/rajdhawan and upon request

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