Manager Management

Shannon Luan

*** *******, ******, **. ***** ***********@*****.*** tel 949-***-****

QUALIFICATIONS

Technical Skills: Excel, Access, Oracle, AS/400, Microsoft Dynamics, SAP

*/*, *** ********, **oplesoft, Hyperion, Elite, ACCPAC, Crystal Reports,

Mas 90, Fas 2000, Quickbook, Peachtree, Blackline, Business Objects,

Crystal Reports and foreign currency

Personal Skills: Ability to adapt to a dynamic fast-paced environment,

multi-task, produce meticulous results, meet deadlines, and work

independently. Possess strong work ethics, system skills, interpersonal

communication, written and organizational skills; diverse industry

exposure; customer oriented and a team player.

PROFESSIONAL EXPERIENCE

08/2012- Present

Obalon Therapeutics Inc., Carlsbad, California

Accounting Manager 03/2013-Present

. Annual operating plan and monthly forecast process.

. Financial reporting to management with commentary explaining key

variances, head count variances, financial ratios, cost analysis and

trend analysis.

. Month-end closing, journal entries, financial statements, balance

sheet and reconciliation.

. Consolidation of 3 entities and intercompany reconciliation.

. Tax reporting compliance and audits.

. Ad-hoc projects, special analysis and reports as required by

management.

. Supervise Accounts Receivable, Accounts Payable, Fixed Assets and Cost

Accounting.

. Clinical trial accruals for 1 site and 23 patients total.

. Royalty Calculations

Senior Financial Analyst/Cost Analyst 08/2012- 03/2013

. Annual operating plan and monthly forecast process.

. Financial reporting to management with commentary explaining key

variance, head count variances, financial ratios, cost analysis and

trend analysis.

. Month-end closing, journal entries, intercompany reconciliation,

financial statements, balance sheet and reconciliation.

. Implemented Inventory, Purchasing and Receivable Module.

. Fixed Assets.

. Tax reporting compliance and audits.

. Inventory and Cost Accounting in medical device manufacturing

environment.

. Ad-hoc projects, special analysis and reports as required by

management.

Medtronic, Irvine, California (Fortune 500 Med 08/2007- 08/2012

Device Manufacturing company)

Principal Financial Analyst

04/2009- 08/2012

. Annual operating plan and monthly forecast process.

. Financial reporting to corporate and management with commentary

explaining key variance, head count variances, financial ratios, cost

analysis and trend analysis.

. Month-end closing, journal entries, financial statements, balance

sheet and reconciliation.

. Supervise 2 direct reports that support accounts payable, work orders,

fixed asset, reconciliations, biweekly time reporting and ad hoc

projects.

. Tax reporting and year end reporting to corporate.

. Blackline and Kronos system administrator.

. SAP and JDE implementation team.

. Intercompany billing in various currencies.

. Ad-hoc projects, special analysis and reports as required by

management.

. Business partner with internal functional groups to support their

financial objectives.

Accounting Manager 08/2007- 04/2009 - CoreValve was

acquired by Medtronic 04/2009

. Consolidation of 3 entities using foreign currency translation.

. Intercompany billing using foreign exchange rates.

. Month-end closing, journal entries, financial statements, balance

sheet and reconciliation.

. Supervised 2 direct reports, billing, accounts receivable, accounts

payable, inventory and tax reporting.

. Annual audits, tax reporting, ad hoc reports, and special projects.

. Clinical trial accruals for several studies 9 sites (Europe and

Canada) for a total 170 patients.

The Gilbert Companies, Chino, California 04/2004- 07/2007

Controller 02/2005- 07/2007

. Successful resolution of A/R issues and problems. Reduced bad debt

significantly and DSO from 60 days to 45 days.

. Reviewed and approved month-end closing including journal entries,

payroll journals, financial statements, balance sheet, cash flow, and

fixed assets.

. Report monthly results to Maersk Shipping.

. Reviewed and approved cash management, wire transfers, and ACH

payments. Signatory responsibilities on all bank account. Maintained

banking relationship.

. Maintained budgetary controls and quarterly forecasting. Oversaw the

explanation key variances to corporate office and management.

Successful implementation of profitability analysis by cost center,

facility, and customer.

. Managed annual audits (internal & external), ad hoc reporting, tax

reporting, and reconciliations.

Finance Manager 10/2004-02/2005

. Supervised A/R, A/P, Billing, and Administrative staff (Total of 7

direct reports).

. Performed month-end closing including journal entries and payroll

journals.

. Cash management and treasury functions.

. Analysis and schedules on an as need basis.

. Reviewed monthly costing and general ledger to ensure accuracy.

. Performed ad-hoc reporting as necessary.

. Approved vouchers and invoices.

. Year-end audit and tax package.

. Evaluated new accounting package.

. Interacted with all departments coordinating, communicating,

organizing, planning and implementing finance related changes.

Management Accountant 04/2004-09/2004

. Consolidation of Financial Statements for 3 divisions.

. Monthly commentary to explain variances against budget and forecast.

. Fixed Assets.

. Monthly Sales Trend Report.

. Annual Budget and Quarterly Forecasts.

. Report monthly results to the corporate headquarters.

. Ad Hoc Reporting as necessary.

. Tax reporting to corporate office.

Latham & Watkins, Los Angeles, California 05/2003 - 04/2004

Intercompany Accountant

. Responsible for setting up & maintaining the intercompany accounting

function related to foreign branch offices firm.

. International tax & compliance issues related to foreign currency

transactions, foreign jurisdiction revenue, and foreign expense

recognition.

* Reconciled and balance subsidiary ledgers of complex nature.

* Monthly closing of the international offices' financial statements by

preparing journal entries for all foreign entities in various

currencies.

* Reviewed international offices' income statement, balance sheet, cash

receipts & payments.

* Supported tax department by providing various schedules and reports as

needed e.g. Meals & Entertainment and Charitable Contributions.

EDUCATION

Brandman University, Irvine MBA, Accounting June

2012

California State University, Fullerton Bachelor of Arts, Business

Administration - Accounting

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