Accounting, Tax, ERP, Finance, Venture Capital Consultant
Last active: 12/12/2014
Senior level consultant with broad industry experience in all areas of corporate accounting finance and systems.
My background in technical accounting roles coupled with extensive public company experience enables me to advise and provide value added insight on multinational objectives and cross-functional initiatives which merge business and regulatory requirements to optimize results.
Worked with Start-ups to Public international companies with direct industry experiences including: Hi-Tech Capital Equipment; Bio-Tech & Pharmaceutical; Med Device and Consumables (i.e., test kits); Consumer Products; Wine; Large Scale Capital Equipment/Construction; Software; Financial Services; Telecommunications; Retail; Green Energy; Cloud Computing, SAAS; and Logistics & Transportation. I am interested in joining early stage startups as well as companies seeking to become US GAAP compliant.
I earned a double BSc. in Accounting and Finance from California State University Hayward and a double Masters in Accounting and International Business from Ellis University, Chicago Il.
Specialties: US GAAP and IFRS technical accounting, multi-entity transfer pricing and international tax strategy and execution (i.e., OECD and IRC482), M&A due diligence and integration, VAT, consolidation of legal entities, human clinical trial accounting, legal entity reviews (i.e., Japan, Canada, Germany, Singapore, France, etc.), cost accounting, external audit management and execution, revenue recognition, drafting financial statements and related disclosures, IPO preparation, ERP system integration and upgrades, collaborative profit split and co-marketing agreements and inter-company acct & profit elimination.
Found $2M in unrecorded receivables & approx $150M in goodwill during FAS141 engagement.
Identified opportunity with Oracle v12 global transaction integration for 300 legal entity structure.
FAS52 (ASC830) rate error in financial statement conversion.
Saved $195K in State Board of Equalization during sales and use tax audit.
Recovered $200K in VAT refunds.
Investigated and documented outsourced AP integrated process leading to recognition of $750K in previously unrecorded expenses.
Discovered $250K fraud by overseas legal entity and mitigated $130K of intn’l tariffs for Q12011 fiscal qtr close.
Discovered $350K profit in inventory errors during European Legal Entity review.
Advised CFO on new FX strategy with $100K potential savings in currency exchange.
$250K savings by outsourcing tax preparer
$210K savings replacing external audit team
Mitigated $1.7M inter-company imbalance.
Identified $130K reduction strategy in international sales tariff
Identified process improvement and drafted white paper allowing recognition of additional $100K/month or $1.2M/year in revenue in client revenues.