Senior Analyst, PG&E

Jalvi Shah

(M) 510-***-****

*********@*****.***

Fremont, CA

Professional Experience

Senior Accountant March 2007 - Present

Pacific Gas & Electric Company (PG&E) San Francisco, CA

● Performed results of operations analysis and researched variances over threshold and explained variances to the external reporting group managers.

● Prepared and presented the monthly Electric Balancing Account Revenue Report (E-BARR) and Statement of Purchased Power (received formal recognition and award for my work on this)

● Prepared journal entries for month end close and general ledger maintenance in accordance with GAAP and regulatory policies

● Prepared and analyzed financial statements for internal and external (SEC) reporting, and created ad-hoc reports

● Reconciliations including Accounts Payable and energy resource recovery (multi-billion dollar annual account)

● Identified, researched and coordinated the resolution of accounting issues, including implementation of new accounting requirements promulgated by PG&E’s regulators

● Developed, designed and help implemented accounting policies for use with PG&E’s ERP system

● Developed expertise of accounting issues related to cost of Electric Energy and the associated regulatory mechanisms designed to recover these costs from customers

● Participated in month-end closing process, including analyzing regulatory decisions, calculating and properly recording the resulting accounting entries.

● Ensure timely sales/use tax filing and resolved related tax issues for electricity generation

● Assisted in external audits by collaborating with external audit staff for quarter-end review and year-end audit

● Streamlined accounting and reporting practices, including automation, policies and process improvements

● Lead role on SOX compliance team to assess internal controls in energy accounting and ensure they are implemented and followed as planned

● Participated in conversion of GAAP to IFRS (PG&E is one of the first major utility companies to do this)

● Worked as a liaison between Finance and all functional groups within the organization (e.g. Regulatory Relations, Management and External Reporting, and Energy Procurement) to meet all reporting requirements

● Proactively research and document conclusions on accounting issues with appropriate references to relevant GAAP pronouncements

Auditor August 2005 - February 2007

Burr, Pilger & Mayer LLP San Francisco, CA

● Audited financial statements, 401(k) and pensions for non-profits, SEC public and private firms at the fifth largest public accounting firm in the Bay Area

● Experience across several industries, including entertainment, consumer Internet, high tech, financial and banking, consumer goods, services and real estate

● Increasing levels of audit and managerial responsibility: managed audit teams and often led development of final assessments, recommendations and developed final client reports and presentations

● Performed GAAP, treasury and financial transaction, and technical accounting/financial research for audits

● Conducted SEC audits of 10Q, 10K statements as well as footnote disclosures

● Known for sense of humor/personality, strong client communication and management skills and work-ethic

Compliance Associate January 2005 - June 2005

Harper & Pearson LLC Houston, TX

● Conduct compliance (assurance) and tax audits for Fortune 500 companies and banks

● In charge of performing pension and retirement account compliance audit for Fortune 100 companies

● Experience with A/P and A/R audits, SOX compliance, and working in teams at client locations

Research Analyst Intern October 2003 - February 2004

Law & Economics Consulting Group (LECG) Houston, TX

● Assisted Research Analysts and a Senior Managing Consultant

● Conducted case research as well as preliminary financial metrics analysis and auditing for legal cases

● Performed financial statement auditing, prepared formal written documents and financial statements

Education

Master of Science in Accounting December 2004

University of Houston at Clearlake Houston, TX

● Focus on Auditing, specialized in Forensic Auditing, Sox and Information Systems

Bachelor of Science in Commerce Spring 2002

Gujarat University Ahmedabad, India

● Focus on Advanced Accounting and Auditing; received honors in Elements of Accountancy

Associates Degree in eMultimedia Spring 2001

Institute of Digital Technology Ahmedabad, India

● Focus on computer graphic design; graduated Magna Cum Laude

Skills and Training

● Proficient with SAP, ePace, Peachtree, IDEA, Excel/MS Office

● Continuous and Regular Training: Accounting & Auditing/GAAP review, Ethics & Compliance, Environmental Policy (inc. Green & Sustainability), Rate Case Seminar, Mock Rate Case, Energy Accounting, IFRS vs. GAAP/Technical Accounting, Energy Regulation Policy and Financial Effects

● Other Training: International Accounting, Pension, Tax provisions, Stock options, Grant accounting & auditing, SEC, SAS and time management

● Trilingual: Read/Write fluently English, Hindi and Gujarati

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