Financial Reporting Fp A
Resume:
Susan Yu
Wayland, MA, *****
********.****@*****.***
Finance and accounting leader with over 20 plus years of expertise in driving operational efficiency and financial oversight across diverse industries. Adept at leading cross-functional teams, implementing ERP systems, and ensuring compliance with GAAP and IFRS regulations. Passionate about leveraging analytical skills and innovative solutions to streamline processes and enhance financial reporting accuracy.
Professional Experience
All Access Equipment Controller Metheun, MA
February 2024 – August 2025
• Spearhead the rebuilding of the accounting department, Recruiting/Mentoring team members, AR, AP and Senior accountants in accounting practices, promoting skill development and team cohesive environment.
• Payroll processing and recording on weekly basis, company insurance renew and billing
• Own the full cycle month end closing within 10 days cycle and PE group reporting needs.
• Prepare and review financial statements, P&L, Balance sheet and Cash flow statements, In charge of multiple product line inventory intercompany transactions, reconciliation and reporting.
• Foster the cross-departmental collaboration to establish the first-ever budget model, driving monthly FP&A analysis to align with financial objectives across the organization.
• Act as Interim CFO, Work with Bank directly/CPA firm for the Quarterly, annually financial reporting compliance with the state level and debt compliance requirement.
• Prepare KPI analysis for sales by product, by industry and sales channels, A key member in developing a comprehensive KPI analysis and Budgeting/forecasting model, yielding substantial improvements in financial visibility and strategic decision-making.
• Implement the Avalara Multi-state Sales tax application, automating compliance processes and significantly improve audit readiness
• In charge of a full scope of first time formal auditing with PWC Boston for All Access Equipment, wrapped up the auditor within 3 months, providing support for a full consolidated group audit package to CMC Italy.
Accumet Interim Controller Denvens, MA
July 2023 - June 2024
• Took on the role within the company due to the sudden departure of previous controller.
• Reviewed and approved journal entries, maintaining accuracy in monthly reconciliations and strengthening the financial reporting integrity.
• Developed a comprehensive financial models for multi-year contracts, facilitating data-driven proposals that strengthened client relationship and secured new business.
• Collaborated with cross-functional teams to enhance labor utilization tracking, yielding actionable insights and marked improvements in operational efficiency.
• Led month-end closing processes, ensuring a timely financial reporting to the CEO. Biofourmis Accounting Manager Boston, MA
December 2021 - July 2023
• A key contributor during the finishing line ground work for the Series D fund raising. Provided a completion of EY audit package support in closing the Series D.
• Provided the system configuration guidance for MS 365 Dynamics ERP implementation. Rebuilt a completed new general ledger structure to ensure a future reporting expansion and FP&A analysis needed to be met.
• Collaborated with contract/sale team for contract negotiation, provide GAAP guidance associated with billing term, billing schedules release, revenue deferral and recognition under ASC 606 rule.
• Partnered with the multi-entity procurement department for all PO inventory purchase and related full cycle accounting process.
• Conducted Inventory control/management across multi-entities, monitor and record inventory transfer, intercompany transactions and inventory reconciliation and reporting elimination on monthly basis.
• Worked closely with external auditors, engaged with both EY and PWC base in Boston and Switzerland and Singapore for the statutory multi-entity audits conducted in US. Fire Equipment Assistant Controller Medford, MA July 2020 - December 2021
• Managed team of 5 for the daily accounting functions. Built a SOP to tighten internal control.
• Owned the full cycle month end closing to shorten the closing cycle within 5-8 days.
• Handled payroll related recording, reconciliation and reporting compliance
• Coordinated with project directors to streamline accounting practice for major projects, cutting reporting time from 10 days to 4 days.
• Worked with the contract department, implemented a new contract revenue recognition and deferred revenue process for a wide range of the FEI contracts.
• Conducted comprehensive analysis across five entities, providing functional P&L insights actual vs budget in depth.
• Built the first year budget for FEI on function and entity level. Tricab Financial Controller Worcester, MA
December 2019 – May 2020
• Oversaw day to day accounting functions, supervised the Account Receivable and Payable associates, payroll specialist.
• Worked closely with production, regional sales team to establish new inventory control management and regional financial reporting model.
• Worked with upper management to establish quarterly rolling forecast and annual budgeting process.
Excelitas Senior Consolidation Financial Reporting Accountant Waltham, MA December 2018 - December 2019
• Owned the monthly financial reporting and consolidation process in headquarter.
• Partners with global subsidiaries in addressing and solving the issues during the consolidation reporting process.
• Issued Consolidation Balance sheet and P&L Flux analysis reports on the quarterly basis.
• Assisted in the preparation of annual audit workbooks, providing essential schedules that contributed to a smooth audit process.
• Handled Government required Tax related filings and surveys on the quarterly and annually basis. Doble Engineering Senior Accountant III Marlborough, MA November 2006 - December 2018
• Worked with contract department, Engineering/Client service department for multiple stream of revenue generation, applying ASC 606 for the revenue recognition, recording and reporting.
• Worked closely with Global events/public relationship departments, responsible for revenues and costs accounting related to all seminars and conferences.
• Handled sales commission and expense reimbursement, bank reconciliation and fixed assets
• Handled all rental pool inventory cost accounting, inventory evaluation and reconciliation.
• Handled project accounting related to client service and customer service departments.
• Direct liaison with China/Brazil subsidiaries regarding intercompany transactions and monthly subsidiary’s financial reporting.
• Handled Sales tax filing for over 36 states on monthly basis.
• Acted as a key member of implementation of Microsoft Navision in many main functionality.
• Worked directly with internal/external auditors on Quarterly and Yearly basis, prepare supporting schedules and walk through process as needed. Direct primary contacts working with the auditors for supporting Esco technology’s 10K/10Q reporting.
Quadtech Senior Accountant/Assistant Controller Maynard, MA June 2005 - November 2006
• Reported directly to the controller of the company, assisting the controller in maintaining the accurate financial records and dealing with account reconciliation, all kinds of accounting activities and reports on daily, quarterly and yearly basis.
• Closed month, Prepared financial report package regarding Products, Cost, and Revenue and Gross Margin.
Education
Bridgewater State University, MA Master of Science in Management, Accounting Northeastern University, MA Master of Science in Information System Central University of Finance and Economics MBA Program in Internal business and management Shanxi University of Finance and Economy Bachelor of Science in Accounting Skills
Financial Reporting Month End Closing
US GAAP/ IFRS Cash Flow
Consolidation Budgeting/Forecasting
Internal Controls Tax Compliance
Advanced Microsoft Excel Payroll
Oracle Hyperion/SAP/Salesforce/FinancialForce Microsoft Dynamics/Microsoft Navision NetSuite/Xero/Sage Intact/Accounting Seed Concur/Bill.com/Stripe/QuickBooks
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