EMILY MAI T. ENRIQUEZ-PATTON, CPA, MBA

Pacifica, CA 94044

Email: acu6ej@r.postjobfree.com

+ 510-***-****

PROFILE SECTION

A CPA, Accounting and Finance professional with eighteen (18) years of multi-faceted, progressive and extensive experience with strong accounting, financial, tax, reporting and business skills and a wide array of exposure from small to state of the art technology, small and startups to big businesses and multi-nationals with global shared services, private and closely held to public companies, domestically and internationally, in different industries. A proactive advocate of post-graduate education and lifetime learnings and a devoted community leader in Finance and Accounting. CPA Consultant as an Accountant / Controller or Director of Accounting and Finance. A proven record of adopting the best methodologies, gaining technical experience to influence the work scope, building the business and organization and a solid track of demonstrated career and personal achievements. Entrepreneurial, motivated, detailed, hard worker and proactive. Clients in real estate, manufacturing, startups, funds, investments, retail, family offices, IT, hospitality, service, health care, non-profits and others.

AREAS OF EXPERTISE

Accounting and Controllership; Business Planning and Development; Auditing, Internal Control, Compliance & SOX 404; Solid General Ledger & GAAP, Quickbooks, Oracle and SAP; Financial Planning and Finance; Real Estate Investment and Planning; Project Management and implementation ; Taxation & Regulations ; Partnership and Capital Investment ; Training and Support

WORK EXPERIENCE

Sep ’09 to present CPA PRACTITIONER/CONSULTANT AS AN ACCOUNTANT/ CONTROLLER/DIRECTOR OF ACCOUNTING & FINANCE, SELF-EMPLOYED, EMILY ENRIQUEZ-PATTON, CPA

CPA consultant an Accountant / Controller or Director of Accounting and Finance for closely held, private, small to medium corporations & startups. Directs and manages full accounting cycle/ services (Accounting & Payroll, Tax Services and Financial Management Consulting) for various clients for interim and outsourcing accounting solutions. . Directs, analyzes and advises in core areas of accounting, finance, and tax for clients in different industries in the Bay Area but can be hands- on. Develops methodologies and strategizes in key business areas, project managements, business processes, risks, controls and overall financial management. Has the technical experience to influence work scope

Directs and manages the General Accounting & Finance functions for various clients. Leads reconciliation, consolidation, month-end/year-end financial closing process & agreed-upon procedures. Reviews, analyzes, and interprets financial and budgeting reports for clients. Provides training and support. Manages an accounting team from one (1) or more

Prepares and handles Corporate, Partnership, LLC and K-1 taxation, Use and Sales Tax, Property Tax and Real Estate Tax, and other forms of tax filing & reporting. Prepares and coordinates business and government requirements

Applies CPA, Accounting and finance and project management concepts and expertise to perform analysis, ratio and financial computation, investment models and asset performances evaluation and reporting

Streamlines work processes, stabilizes functions, monitors controls, implements new accounting system and exemplifies leadership

Aug’ 04 to May ‘07

Apr ’09 to Aug 09 CPA, FINANCE, TAX & ACCOUNTING CONSULTANT, DE GUZMAN & ASSOCIATES

Acted as an Accounting and Finance Accountant, Manager or Controller, directed and managed the General Accounting & Finance functions for various clients for interim and outsourcing accounting solutions. Lead reconciliation, month-end/year-end consolidation & financial closing process. Reviewed, analyzed, and interpreted financial and budgeting reports for clients. Performed Audit, Review, Agreed-upon procedures, Compliance and other Attest engagements which included clients in real estate, startups, family offices, IT, service, health care, manufacturing, retail, universities, hospitality and non-profits and performed procedures from planning, fieldwork to conclusion. Examined financial statements & financial transactions.

Prepared and handled Corporate, Partnership & Individual taxation, Use and Sales Tax, Property Tax and Real Estate Tax, and other forms of tax reporting. Prepared and coordinated audit and government requirements.

Nov ’08 to Mar ‘09 SOX, AUDIT, INTERNAL CONTROLS & COMPLIANCE, CONTROL SOLUTIONS INTERNATIONAL/STAFFING 360 SOLUTIONS & LOGITECH INT’L S. A.

Conducted SOX audit and strengthened internal controls, developed audit plan development and programs, assisted in the design and implementation of new or improved processes, performed risk assessments, tests and evaluation of records, designed/documented and conducted internal audits and process improvement, assessed financial controls and compliance, developed strong client relationship, managed/lead projects to completion and improve processes, identified and recommended internal audit /compliance (SOX 404) best practices and creatively generated implementable recommendations. Handled various engagement clients as a Consultant for public companies with SOX reporting requirements.

Worked with business process owners to maintain/update required process and control documentation, remediation and mitigation. Liaison between the business process owners, external auditors and internal audit to facilitate controls testing and ascertain operating effectiveness of documented controls .Took an active lead in the control optimization & rationalization process. Educated and trained company personnel on SOX requirements and implementation. Worked with External and Internal Auditors to support SOX 404 testing & annual certifications of public companies

Sep ‘99 to Feb ’04 INTERNATIONAL ACCOUNTING MANAGER, PROCTER & GAMBLE

Controlling Profitability Analysis/Control (COPA) - ASIA (13 countries) & General Ledger/Inter-company Global Shared Service Center Accounting Process Owner

Accessed, developed, understood, analyzed & consolidated Management Reporting, focusing on compliance, reporting objectives, management needs, documentation, process efficiency, monitoring & control, accounting system & integration with pure Financial Reporting, regionally & globally, in accordance with US GAAP/GAAS and IFRS as part of a multi-national company recognized as a pioneer in Global Business Service Centers/ Global Shared Services

Provided discipline & structure, promoted responsibility & accuracy in the Accounting & Finance process. Exemplified leadership, collaboration & efficiency-key principles behind the projects, programs, trainings and company savings. . Clarified common confusion in policies & procedures, enabling covered areas with simplified processes, tools, training, documentation & best practices. . Recognized by higher management as key resource in all Brand Finance projects.

Enhanced financial closing & reporting process with transparency, speed, accuracy & completeness. Acted as Consultant on Marketing and Selling Finance intercompany/payable/ charge policy. Developed Standard Operating Procedures (SOPs) and Guidelines for the principles and procedures, scenarios and accounting processes

June ‘98-Aug ’99 EXTERNAL AUDITOR, PWC, PHILIPPINES

Examined financial statements, verified financial transactions and accounting records based on US GAAP/GAAS. Handled detailed work on an engagement from planning, field work to conclusion. Helped prepare audit programs, audit reports, income tax returns, internal control memorandum and other reports developed from the evaluation of the client’s system of internal control including documenting, validating, developing tests and assessing over the financial reporting process to meet the demand for disclosure and accountability.

LICENSES/GOVERNMENT EXAMINATION TAKEN

2006 CPA Board Examination (CA Board) License No. 99471

1998 CPA Board Examination (Philippine Board) License No. 96587

COMMUNITY LEADERSHIP

2012 to present BOARD ADVISER (2015 to current) and FOUNDING PRESIDENT (2011 to 2014) INTERNATIONAL SOCIETY OF FILIPINOS IN FINANCE AND ACCOUNTING (ISFFA), SAN FRANCISCO

EDUCATION

2012 to present UC BERKELEY EXTENSION

Certificate in Personal Financial Planning (in progress) & Real Estate

Coursework in Financial, Estate and Real Estate Planning

2006 to 2010 KELLER GRADUATE SCHOOL OF MANAGEMENT OF DEVRY UNIVERSITY

Master of Business Administration with Project Management concentrations. Coursework includes Advanced Accounting, Finance, Taxation, & Project Management. With Distinction- Summa Cum Laude. Keynote Speaker Graduate Representative, Commencement

1993 to 1997 DE LA SALLE UNIVERSITY, PHILIPPINES

Bachelor of Science major in Accountancy, December 1997. Dean’s List (second honors) 1st Term, SY 1994-1995; Dean’s List candidate (second honors) 1st to 3rd term, SY 1993-1994

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