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Revenue Accountant with experience with A/R, A/P and GL

Location:
San Jose, California, United States
Salary:
75000
Posted:
November 30, 2018

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Resume:

SUMMARY: Experienced professional with over ** years of experience in a variety of Accounting, back-office, support and program roles. Strong organizational skills and detail-oriented self-starter with the ability to work independently to meet deadlines. Ability to effectively work within a team to expedite completion of critical projects with other functional groups including, FP&A, Sales Operations, IT. Strong interpersonal skills and ability to communicate clearly and concisely both verbally and in writing. Ability to communicate effectively across regions and departments. Proven abilities in management of business processes and high proficiency with many business applications.

ERP Systems: Oracle; XERO; SAP; BAAN; Expandable; ASK Man Man

Gusto, Bill.com, Salesforce, Zenefits, Stripe, Expensify

Internet Explorer, Outlook, all Microsoft Office products, Slack

EMPLOYMENT:

02/18 – 11/18 Green Bits, San Jose, CA

Accounting Specialist

Accounts Receivable – full cycle via XERO

oManually created approximately 500+ invoices per month for Monthly/Annual SaaS customers per pre-negotiated contract terms stored in Salesforce.

oSingle point of contact to resolve billing inquiries/discrepancies.

oProcessed incoming payments made by check or money order.

oProcessed credit card payments manually via Stripe for “Autopay” customers.

oCoordinated and performed all collection activities.

oPrepared/performed aging analysis.

oPrepared and delivered weekly bank deposits.

oNegotiated revised contract payment terms.

Accounts Payable – full cycle via Bill.com and XERO

oReviewed all incoming invoices for appropriate documentation/approval prior to payment.

oEnsure proper account coding including prepaids.

oResponded to all vendor inquiries.

oNew vendor set-up in Bill.com.

oReconciled vendor statements.

oProcessed all employee expense reimbursement via Expensify and Bill.com.

Payroll - Gusto

oProcessed payroll for 85-90 employees twice per month via Gusto.

oCoordinated the approval and processing of monthly sales commissions.

oEnsured weekly Support on-call bonuses were paid in a timely manner.

oBooked monthly payroll accrual journal entries.

oProcessed garnishment requests.

oIssued manual Final Check/Severance.

Month-End Reconciliation

oMonthly bank reconciliations

oStripe payment reconciliation

oPrepaid amortization

Customer Equipment Fulfillment

oWorked closely with outside warehouse distributor to ensure product availability.

oPlaced purchase orders daily for new and existing customer equipment requests.

oMaintained stock levels on 3 personally sourced skus.

oMonthly sku forecasting.

Sort and distribute all incoming mail and packages.

Order office supplies or equipment as needed.

01/13 – 02/18 Corsair Memory, Fremont, CA

Revenue Recognition Accountant, 06/13 – 02/18

Perform monthly revenue close activities, including preparation of revenue and deferred revenue related journal entries and applicable roll-forward reconciliation schedules.

Prepare revenue slides for the CFO monthly close package.

Review contracts, sales orders and statements of work to assess proper revenue recognition treatment.

Audit sales orders for proper amortization of deferred revenue, data entry, and billing accuracy.

Work with external audit firm on all revenue related matters for quarterly reviews and annual audits.

Daily and monthly bank reconciliations.

Review and upload all existing/new contracts into Oracle, monthly/quarterly (approximately 300)

Support IT in development and upgrades of automated systems.

Provide daily training and general advice for overseas staff regarding rebate processing.

Answer accounting and financial questions by researching and interpreting data.

Work closely with AR, AP and other internal departments to resolve revenue related discrepancies.

Process wire payments for Europe and Hong Kong entities.

Revenue Accountant, 01/13 – 06/13

Analyze, validate and process various customer claims of Instant Rebates, Back End Rebates, Volume Incentive Rebates, Functional Incentives, Mail-In Rebates and Price Protection.

Work with cross-functional teams to resolve discrepancies.

Obtain various levels of approvals in a timely manner.

Calculate Volume Incentive Rebates (VIR) and Back End Rebates (BER) for all customers worldwide on a monthly/quarterly basis.

Created documentation and provided training to the offshore Rebate Team.

Assisted with Cash Application during holidays and vacations.

01/10 – 01/13 Cisco Systems

Release Operations Coordinator, Milpitas, CA

Coordinate the logistical aspects for Monthly and Quarterly Releases

Space allocation to accommodate approximately 500 employees, partners and customers each Quarter.

Maintain various Resource Lists

Create/update various training and process documentation

Work with cross-functional teams to obtain data for weekly dashboard updates

Equipment tracking and distribution

Business Analyst, Milpitas, CA

Resolve and document service pricing, mapping, and other SKU related issues from customers, partners, Cisco field and Sales personnel.

Maintain global service part number and pricing in all Cisco theaters for Cisco Services.

Complete data analysis involving service pricing and SKU data across Cisco products and service programs.

Responsible for setting up service items for new products from the various Business Units.

Support ongoing pricing data and service product set up using tools provided and resolve any inquiries from clients and stakeholders as they arise.

Advise other teams on correct processes for creating service SKUs and provide educational meetings or documents when requested.

Work closely with Service Pricing Program Manager, Technical Support Services and Market Segment Managers, and Program Managers to create/implement all service part numbers and pricing.

Maintain service part numbers and status/orderability for all Cisco internal quoting and customer facing ordering tools.

Pricing analysis and execution for service price changes.

Participate in reviews and analysis for projects impacting service pricing data and tools.

Prepare data analysis and reports for service price change process.

Provide documentation required for pricing communications handled by Marketing.

Maintain pricing data in the system and ensure accurate replication of data to all downstream systems.

Quality Assurance of large data sets comprised of new and existing legacy data to ensure quality.

Create reports using existing applications/tools or data/query requests from IT.

Review all service product data for alignment and accuracy.

Partner with segments to review product/service strategies and set up for accuracy.

Create and execute plans focused on data clean up and misaligned prices as required.

Program Specialist, San Jose, CA

Weekly metrics reporting utilizing multiple systems and PowerPoint.

Enabling new part numbers (PIDS) in Oracle.

Assisted with testing of Oracle system upgrades to ensure proper workflow.

Participated in development of Business Requirement Documents.

Created documentation and provided training on daily tasks for cross-functional purposes.

Corrected orders “stuck” in the process flow from SAP to Oracle.

05/09 – 10/09 Accountemps

Quoting Analyst, VMware, Palo Alto, CA

Pulled inventory reports utilizing Discoverer and analyzed inventory data for accuracy

Researched past orders in legacy databases to ensure proper quoting of upgrades, etc.

Processed 10-20 Maintenance Renewal contract quotes in Oracle daily

Converted Legacy quotes into Oracle based contracts via Oracle Service Contracts application

Worked within the Oracle Install Base to maintain contract data integrity

Performed Quote to Cash responsibilities for the Support Renewals team

Assisted with training peers on various topics from business processes and the use of Oracle applications

08/06 – 04/09 Nokia Siemens Networks (formerly Atrica, Inc.)

Order Management Analyst, A/R, A/P, Collections and Revenue Recognition

Order Management for all US Accounts

Resolution of Import discrepancies

Sales Margin Analysis

Worldwide A/R Invoicing, Collections and Cash Application including Month-End activities

US Accounts Payable functions including Month-End activities

Monthly recurring GL Journal Entries

Monthly Revenue Recognition calculations

Extensive Excel use

Trainer for A/R, A/P and Order Management

01/05 – 08/06 CenterBeam, San Jose, CA

Order Management Analyst

Administer, analyze and process 80+ billing cases daily

Process add/remove billing requests in Oracle 11i.

Maintain Pricing in Oracle.

Perform billing audits for customer accounts to ensure accurate monthly billing of services.

Interact with Account Management team members regarding customer concerns.

Communicate with Customer Care team members daily regarding case management.

Process incoming credit issues and calculate special payment terms on approved net term orders.

Flexible to changing priorities and able to make decisions during peak processing periods.

Assist with Purchasing by contacting and negotiating pricing with vendors, creating Purchase Orders within the Purchasing module of Oracle 11i and ensuring timely delivery to requestor.

Train temporary employees on an ongoing basis with the use of Oracle and the CenterBeam operations.

04/04 – 01/05 Venturi Partner Staffing, Santa Clara, CA

Contract Administrator, Juniper Networks (Contract position)

Details available upon request

07/03 – 03/04 US Filter, Fremont, CA

Customer Service Representative II

Details available upon request

05/02 – 07/03 Advanced Technical Resources (ATR), Sunnyvale, CA

Customer Service/Data Management at Xilinx (Contract Position)

Details available upon request

12/01 – 01/02 Venturi Staffing Partners, Santa Clara, CA

Sr. Order Specialist at Aspect Communications (Contract Position)

Details available upon request

06/01 – 09/01 Trend Technologies, Inc., San Jose, CA

Customer Service Representative

Details available upon request

01/01 – 04/01 Quick Eagle Networks, Inc., Sunnyvale, CA

Senior Sales Administrator

Details available upon request

Other previous experience included Sales Administration and Customer Support roles with One Touch Systems, BPS Inc, Optical Associates and Underwriter’s Laboratories. Details on request.

EDUCATION:

1991 – 1992 De Anza College, Cupertino, CA

Coursework in Business Administration

2008 Santa Clara Adult Education – Online Course

Successful completion of Accounting Fundamentals I & II

ACCOMPLISHMENTS: Honorary Award in Accounting, Santa Clara High School



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