Sales Management

RACHEL E. CARTER

Email: dlkw8s@r.postjobfree.com

Phone: 408-***-****

Objective: Obtain a permanent position as a team-player in a fresh, people-oriented organization where I can exercise my technical accounting expertise in a challenging environment to achieve the corporate goals.

August 2010-December 2010; Cisco Contracted Financial Analyst/SOX Team Lead

-Work with SOX department to execute testing across various department levels and business segments

-Prepare key metrics and ratios for executive management on a monthly basis

-Initiate ongoing meetings with new acquisitions to assist in developing a timeline for adopting corporate controls

-Prepare multiple analyses of bookings verses forecasted sales across business units and key product families

-Use critical thinking to determine if analyses are reasonable based on business knowledge

-Prepare forecast on monthly basis respond to management changes as appropriate

-Update weekly bookings analysis on a monthly basis

February 2010-July 2010; Juniper Networks Contracted Revenue Analyst

-Prepare and load standard and non standard adjusting journal entries for revenue team (i.e. accruals, true-ups, deferrals, reserve adj’s)

-Update financial metrics for management

-Centralize contract information into one location for ultimate visibility on revenue impact

-Reconcile various deferred revenue accounts to general ledger

-Prepare PBC binder for auditors

-Perform SOX testing on revenue items within system

February 2008-May 2009; Salesforce.Com Contracted Revenue Analyst through CV Partners

-Assisted with rollout of new GL accounting system Softrax (used Scrum methodology). Project entailed the following:

-Created and tested (pass-fail testing) the scenarios of transactions to input into new system

-Worked with GL accountant to determine the expected results from a revenue standpoint

-Worked with IT in the development environment to identify and/or clarify discrepancies

-Worked with the Sales Ops team to determine the information they will need for order entry into the development environment

-Documented the processes involved in testing for external auditors

-Prepared the environment for UAT testing-worked with large volumes of data

-Assisted with QE closes reviewed contracts under EITF 00-21 and SAB 104 using Salesforce.Com software

-Reviewed contracts and communicated with Sales Ops and Sales Dept. as required involving the following special terms:

1.) Tier/Volume Discounts

2.) One Time Discounts

3.) Renewal Price Protection

4.) Special Pricing

5.) Renegotiation and/or Replacement of Existing Contracts

6.) Option to Upgrade

7.) Termination for Cause and Out Clauses

8.) Concessions

-Ensured special terms were in compliance with company policy

December 2007-January 2008; ON 24-Contracted Revenue Accountant through CV Partners

-Assisted in monthly close process as it pertains to Revenue. Job duties primarily consisted of reconciling various revenue and deferred revenue schedules for different products which ultimately roll up into a master schedule.

April 2006-October 2007; Symantec Corporation; Cupertino, CA; Senior Revenue Accountant

-Reviewed contracts and determined revenue recognition based on SOP 97-2, 98-1, and SAB 104 criteria. Contract review involved following duties:

1.) VSOE Analyses under SOP 97-2, 98-1, and SAB 104

2.) Reviewed for special terms including, but not limited to:

a.) Acceptance Clauses

b.) Most Favored Nation Clauses

c.) Deep Discounting

d.) Options Clauses

e.) Concessions

3.) Communicated on an ongoing basis with the Sales and Order Management departments.

4.) Prepared adjusting journal entries resulting from contract review

5.) Updated deferred revenue accounts resulting from contract review

6.) Prepared ad hoc analyses as requested by upper level management

7.) Validated bookings for the quarter

-Worked on projects which included the following:

-Oasis Project: Worked with the item maintenance team for approximately 4 weeks. I reviewed and validated thousands of skus as new skus were developed and old skus were no longer valid in the new unified Oracle system. I also received "Dynamic Duo" award along with the rest of the team.

-Developed a more scalable and effective way to track installment deals and account for them; prepared and submitted memos on the following topics for management to consider:

1.) Columns that we need or don't need in the installment spreadsheet

2.) Pros and cons of options to account for installment renewal jv's

-Evaluated and compiled reporting for installments to eliminate manual maintenance of future jv's. From June 2006 to March 2007, loaded all future entries for installments into manual maintenance.

-Worked with internal audit in testing the effectiveness of the new process for tracking installment deals

-Developed template for Order Management Group and renewals team to use to process installment renewal sales.

-Evaluated the contract database and found ways to use the database to retrieve installment information for metric purposes and move away from the installment spreadsheet.

January 2005-April 2006; The Siegfried Group; San Jose, CA; Associate 2; Audit Experience in Venture Capital Firms:

-Seniored venture capital audits for Price Waterhouse Coopers. Duties entailed the

following:

-Evaluated the effectiveness and sufficiency of internal controls to determine the extent of substantive testing in field work.

-Prepared technical memos/write-ups/analyses for management review

-Managed staff and reviewed staff work evaluated any findings for overall impact on the financial statements

-Audited high risk accounts

-Kept in close contact with the client to ensure their satisfaction of final product

-Evaluated staff performance as a part of overall performance review

-Was solely responsible for planning, field work, and wrap-up of audit and production of report

October 2001-December 2004; Ernst & Young, LLP; Birmingham, AL & San Jose, CA; Senior Auditor

-Audit experience in Healthcare, construction, and not-for-profit (including universities), Bio-pharmaceutical, Semiconductor, Sub-Semiconductor, and Security Software

-Played integral role throughout the audit from planning to wrap-up

-Evaluated effectiveness of controls over significant general ledger accounts

-Performed substantive work on various general ledger accounts, including higher risk accounts; used ACL to run analyses on A/R

-Performed flux analyses on BS and IS

-Maintained relationships between the firm and the client

-Coordinated planning events

-Supervised staff in various areas of audit

-Performed agreed upon procedures as a part of due diligence in merger

-Significant experience in 404-Internal Control Documentation narrative documentation, walk-throughs, tests of controls, etc.

February 1998-May 2000; Worked various college jobs and internships. Details available upon request.

Education: Millsaps College; Jackson, MS; Macc (Masters in Accountancy) & BBA.

Skills: Proficient in Microsoft Word, Excel (Pivot Tables, V-Lookups, H-Lookups, Macros, etc.), Access, Business Objects, Discoverer, Salesforce.com, and Oracle 11i

Contact this candidate