Accounting Manager Process Improvement

SUJAL SHAH

***** ******* **, *******, ** ***** https://www.linkedin.com/in/sshah6/

562-***-**** ***********@*****.*** US Citizen – Authorized to work for any employer CAREER SUMMARY

Experienced and self-motivated Controller bringing 16+ years of valuable industry experience and a passion for management. Results oriented with a proven track record of working collaboratively with team members to achieve goals. Well versed with GAAP standards, Tax compliance, SOX controls and management reporting requirements. Excels in solving complex business queries and skilled at providing management insight on business risks and profitability. Have served an asset in all organizations I have worked at and have been known for my cost saving efforts and continuous process improvement. I would want my next role to best utilize my financial reporting skills, enhance my technical accounting and communication skills and help me stay up to date with changes in the industry through continuous professional development. CORE COMPETENCIES

Financial Reporting & Analysis Treasury Management Budgeting & Forecasting Revenue Management US GAAP & SOX Compliance Capital Management Asset Valuation Profitability Analysis Risk Management Portfolio Management Financial Planning Project Management Process Innovation Cost Management Client Relations SYSTEM SKILLS

SAP Great Plains QuickBooks Oracle Enterprise One & NetSuite VBA SQL Hyperion Cognos Tableau

Bloomberg Investran Yardi Voyager MS Office WORK EXPERIENCE

Senior Financial Controller May 2022 – Current

CBRE Group Inc., Los Angeles, CA

• Leadership of 5-person accounting and treasury team for 40+ separate legal entities

• Ensured full substantiation of all accruals, un-billed revenue and WIP, in line with GWS policy

• Responsible for $700M+ P&L/budget, EBITDA, forecast/actual productivity variance analysis

• Prepared accurate Business Unit reports, including P&L accounts, Balance Sheet extracts, project profitability, forecasts, and annual plans, per the monthly company timetable

• Continually reviewed, maintained and improved cash-flow, margins and working capital

• Built and developed high level relationships with business and account leaders, central finance teams, customers and external agencies (e.g., auditors, bankers and tax agents)

• Developed new and improved existing financial policies, procedures, and controls to support growth, including SOX-compliance, SOS Business Registrations, Business Licenses, and Property Taxes

• Implemented ASC 606 Revenue Recognition and ASC 842 Leases

• Maintained and developed accounting policies and procedures consistent with US GAAP and IFRS

• Recruited, trained, and mentored staff while creating a healthy work environment (5 direct reports) Accomplishments

• Developed new and automated spreadsheets to help produce the monthly management accounts much quicker, reducing the production time from five days to three days

• Spearheaded project implementation of Anaplan; worked on data Mapping and architecture which provided visibility on financial ratios to the management

Financial Controller Dec 2020 – Apr 2022

J.F. Shea & Co. Inc., Walnut, CA

• Reviewed daily cash activity and provided treasury reporting to the management

• Implemented cash management systems and AR/AP automation, reducing costs and improving efficiency

• Reviewed consolidations of divisional financials, intercompany accounting and internal reporting

• Prepared monthly financial reports & collaborated with tax department in the preparation of filings for Shea homes, Shea Properties, Shea Ventures partnerships, individuals, and trusts (USD $2 Billion)

• Managed the preparation of financial statements, including income statements, balance sheets, and cash flow statements, ensuring adherence to accounting standards to meet SEC reporting requirements

• Developed and oversaw the annual planning, budgeting, cash flow forecasting, and KPI variance analysis

• Managed bank & broker relationships and liaised with outside tax preparer for quarterly tax filings

• Coordinated with external auditors and regulatory agencies for annual audits and compliance reviews

• Developed and maintained accounting policies, procedures, and internal controls to ensure compliance with GAAP, regulatory requirements, and company policies

• Evaluated and implemented accounting software and tools to streamline processes and improve productivity Accomplishments

• Analysed client portfolios and identified and reviewed lower-performing accounts to improved average client revenue by 4%

Director of Accounting Feb 2017 – Nov 2020

Cultural Office of Consulate of Kuwait, Los Angeles, CA

• Reviewed month-end financial statements and prepared management packs for Senior leadership

• Worked hands on with the CEO/Regional Head on annual budgets ($250m) and quarterly forecasts

• Monitored daily treasury reporting; intercompany transfers, FX transactions and AP approvals

• Managed ongoing operational accounting activities: Accounts Payable, Banking & Cash Management, Credit Management, Audit and Tax compliance and supplemented financial metrics for strategic planning

• Partnered with agencies on sponsorship funding and calculating allocations to revenue

• Recommended action plan to help improve financial performance of the company

• Supervised, managed, and developed a winning finance team of 7 people Accomplishments

• Negotiated contracts with several vendors including universities, Govt. agencies, placement agencies and insurance brokers to get deals which offered $80k savings annually

• Enhanced and revolutionized third party billing processes for tuition & housing fees which increased short term cash flow by 20%

Accounting Manager Apr 2012 - Feb 2017

Cultural Office of Consulate of Kuwait - Los Angeles, CA

• Prepared monthly financial statements using closing checklists & procedures each month

• Performed weekly reconciliation of intercompany sales and receipts between Kuwait and USA

• Managed external relationship with banks, auditors, vendors and 150+ US Universities

• Detailed analysis of accruals and prepayment schedules; fixed assets and depreciation entries

• Prepared payroll expense, payroll taxes and 401k

• Managed petty cash, monthly credit card charges and expense reimbursements

• Assisted with completion of the quarterly and annual regulatory filings

• Created a Standard Operating Procedure (SOP) manual and rolled out reconciliation procedures Accomplishments

• Oversaw project implementation of QuickBooks; worked on GL Mapping and data migration which enhanced productivity by 50% and provided $100k in cost savings Senior Financial Analyst – CSC Global LLC - Irvine, CA Nov 2010 - Apr 2012 Senior Investment Analyst - Credit Suisse Securities LLC - Morrisville, NC Jan 2008 - Nov 2010 EDUCATION

MBA - Finance, Pace University, New York City, USA Aug 2005 - Aug 2007 Master of Commerce - Accounting, Gujarat University, India Mar 2001 - Mar 2003 Bachelor of Commerce - Accounting, Gujarat University, India Mar 1998 - Mar 2001

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