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Accounting Manager

Location:
Fremont, California, United States
Posted:
January 08, 2017

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Diligent, motivated, and multi-tasking financial professional with over twenty years diversified experience in general ledger accounting, financial analysis, and performance reporting. Strong PC/spreadsheet/technical skills and effective communicator. MBA degree in Accounting and Finance from Santa Clara University. Graduated magna cum laude with B.S. degree in Business Administration (accounting concentration) from California State University, Stanislaus.

SKILLS SUMMARY

Financial Accounting/Analysis

Financial Statement Analysis

Account Reconciliation

Performance Reporting

Gross Margin Analysis

Bank Reconciliation

Variance Analysis

Preparing External & SOX Audit Deliverables

Fixed Asset Accounting

EXPERIENCE

SUNRUN, INC. – San Francisco, CA

Largest dedicated residential solar company in the United States.

Corporate Accounting Manager, December 2015 to present

Manage the Corporate Accounting team of three senior accountants and two staff accountants. Responsible for managing the cash team and 150 cash reconciliations as well as the Accounts Payable Solar Partner Milestones Team overseeing monthly payment activity on installation and sales milestones totaling $50M to $60M. Perform variance analysis on month-over-month and quarter-over quarter P&L and balance sheet fluctuations. Prepared deliverables for PBC requests during quarterly and year-end audits and documented process controls related to Sarbanes-Oxley requirements. Key Accomplishments:

Part of re-architecture project team to successfully automate multiple financial processes affecting installation and sales payments and bring data and calculations from Salesforce into Oracle.

Successfully devised a comprehensive financial status report of all Solar Sales Organization and Install Channel Partners, flagging high-risk Partners and creating a management tool with valuable insight into the significant Partner business of Sunrun.

Managing team implementing Kyriba cash posting and cash reconciliation automation platform on track to go live in early 2017.

ACADIA HEALTHCARE COMPANY INC./CRC HEALTH GROUP, INC. – Cupertino, CA

Nation’s Largest Treatment Provider for Addictive Behavior and Non-Physical Ailments

Senior Manager of Corporate Accounting, April 2013 to September 2015

Manage the Corporate Accounting team of five senior accountants. Lead the month-end close process covering all financial facilities across the country (almost 200 revenue-generating treatment centers), including the reconciliation of over 2,500 balance sheet accounts with 1,500 reconciliations directly performed and reviewed by the Corporate team. Oversee the accounting for company debt/borrowings/financing costs, student loans, fixed assets (approx. 30,000 active assets), inter-company transactions, overhead/marketing expense/management cost allocations, financial reporting, facility leases/deferred rent, company card/expense reports, corporate property taxes, and cash. Perform variance analysis on month-over-month and quarter-over quarter P&L and balance sheet fluctuations. Key Accomplishments:

Successfully implemented fixed asset policies across the company’s treatment facilities, including rotation of fixed asset physical inventories for almost 200 locations.

Successfully automated, improved and streamlined various accounting processes, including the monthly posting of 3,000 company card transactions.

Successfully reduced month-end close timeframe from seven days to five and a half days.

Successfully integrated general ledgers of two separate entities and related fixed asset databases as well as being a key person on G/L conversion with acquiring company (Acadia).

MERIWEST CREDIT UNION – San Jose, CA

One of the 150 largest credit unions in the U.S with over $1B in assets and 83,000 members.

Accounting Manager, July 2007 to April 2013

Managed the Corporate Accounting and Accounting Operations groups comprised of two supervisors, three senior accountants, and six staff accountants, and including electronic payment processing, ATM and cash balancing and reconciliations, loan accounting, loan loss accounting and risk analysis, accounts payable, fixed assets, and payroll. Lead and managed the month-end close process. Performed variance analysis on month-over-month and quarter-over quarter P&L and balance sheet fluctuations. Completed quarterly Call Report (required Federal filing of institution’s financial position). Key Accomplishments:

Successfully reduced monthly close timeframe from five days to four days.

Successfully automated, improved and streamlined various accounting processes, including daily branch cash balancing and reporting, member business loan accounting, loan loss reserve calculation, mortgage loan foreclosure and short sale tracking, and multiple journal entry posting processes.

Multi-tasked and assisted on several successful credit union projects, including risk management analysis and reporting, electronic payment, check processing, and ATM system conversions, and a credit union merger in 2007-2008.

EBAY, INC. – San Jose, CA

World’s leading online marketplace with annual revenue of almost $12.0 billion in 2011.

General Ledger Accounting Supervisor, June 2004 to July 2007

Supervised three accountants in eBay’s payments division (PayPal) on the daily cash process, including the posting and reconciling of 130+ cash accounts. Performed variance analysis on month-over-month and quarter-over quarter P&L and balance sheet fluctuations. Previous and continued work on various general ledger and cash projects in constantly growing division. Key Accomplishments:

Part of general ledger team that reduced monthly close timeframe from one week to three days.

Lead cash group in reducing timing of daily cash cycle from two days to one day, including automation of cash posting and reconciliation processes.

Multi-tasked and assisted on several successful payment division projects.

FLEXTRONICS INTERNATIONAL, INC. – San Jose, CA

Senior Accountant (Internal Temp), November 2003 to June 2004

Responsible for balance sheet reconciliations, forecasts, and variance analysis for five business units. Provided support for Sarbanes-Oxley implementation. Analyzed costs related to discontinued divisions and offsets against accrued reserves.

MITSUBISHI ELECTRIC & ELECTRONICS USA, INC. – Sunnyvale, CA

Electronic Device Group - sales division with annual revenue of over $1.0 billion at its peak.

Senior Accountant/Accountant IV/Financial Analyst, December 1998 to July 2003

Assumed supervisory role of general ledger close and three staff accountants (A/P, fixed assets, other). Prepared monthly management financial package, including P&L, balance sheet, cash flow reports, gross margin by product line, inventory analyses, and inter-company activity reports. Key Accomplishments:

Reduced monthly close timeframe from three weeks to four days.

Assisted controller in formulating yearly budgets and mid-year forecasts.

Coordinated and prepared deliverables for semi-annual and annual financial and tax audits.

Executed full-cycle accounting close, ledgers, and reports for Mitsubishi subsidiary company.

Note: the Electronic Device Group merged with Hitachi in April 2003 to form Renesas Technology America, Inc.

ROBERT HALF INTERNATIONAL INC. – Pleasanton, CA

Leading specialized staffing corporation with $2.5 billion in annual revenues– subdivisions include Accountemps and Office Team.

General Ledger Accountant/Analyst, March 1997 to December 1998

Analyzed regional income statements and gross margin reports. Reviewed non-operating expenses and analyzed budget to actual variances. Reconciled regional and corporate balance sheet accounts. Created and edited various financial reports in general ledger system. Coordinated distribution of financial reports to regional managers and field offices. Maintained general ledger accounts and financial reporting structures. Reported on underperforming branch offices, turnover percentages, and wage trends by line of business. Maintained intangible amortization schedule. Key accomplishments:

Compiled and analyzed financial information for general ledger accounts.

Analyzed financial information detailing assets, liabilities, and capital, and prepared balance sheets, profit and loss statements, and other reports to summarize and interpret current and projected company financial position for department managers.

BASIC VEGETABLE PRODUCTS, L.P. – Modesto, CA

Vegetable ingredients supplier to the food manufacturing industry.

General Ledger/Staff Accountant, June 1994 to February 1997

Maintained fixed asset system and fixed asset reconciliation. Issued capital budget report. Reconciled multiple bank statements to general ledger and other various accounts. Key accomplishments:

Member of financial team that successfully implemented new JD Edwards accounting software, including general accounting and accounts receivable modules.

Created and translated new chart of accounts and documented design and procedures in new system.

Trained accounts receivable staff in JDE software; co-trained staff accountants in JDE general accounting module.

Assisted in creation of financial reports and operating statements in JDE general accounting module.

Resolved intercompany account reconciliation problem that enabled the company to go forward with JDE implementation.

EDUCATION

SANTA CLARA UNIVERSITY – Santa Clara, CA

MBA, Accounting and Finance concentration, 2005.

SCU MBA PROGRAM named 10th best in nation by US News and World Report at time of enrollment.

CALIFORNIA STATE UNIVERSITY STANISLAUS – Turlock, CA

BS, Business Administration, Accounting concentration, 1994.

Graduated magna cum laude (top ten percent of Business majors).

COMPUTER SKILLS

Microsoft Office (Excel, Word, Power Point, Access)

Oracle

MS Great Plains/Dynamics

SAP

Salesforce

JD Edwards

Kyriba

Peachtree

Quickbooks

Ross Systems

Baan

Cognos

Lawson

FRx reporting

Lotus 1-2-3

Word Perfect

Essbase

Sage Software-Fixed Assets

Planet Applications-Budgeting

EDW-Electronic Data Warehouse

Symitar

Business Objects



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