Union City, California, United States
• Excellent communication, analytical and problem-solving skills. • Able to identify and resolve problems, remain organized, and work well with little or no supervision. • Self-starter, flexible, independent, organized, punctual, cooperative, polite, and hardworking. • Working knowledge of various computer software programs. • Possess a strong ability to learn and adapt to fast-paced environments.
• Performed contract review to assess the proper SaaS revenue recognition technical guidance and treatment based on ASC 605-25 (SAB 104), ASC 985-605 (SOP 97-2), and ASU 2009-13 (EITF 08-01) in parallel with ASC 606 for standard and non-standard terms and conditions • Performed month-end close tasks related to revenue, including the linkage and the combined services approach • Ensured the integrity and audit of the data in NetSuite for proper revenue recognition • Provided User Acceptance Testing for proper allocation of subscription and service bundles based on the VSOE/BESP and contingent revenue • Assisted with the implementation of a new revenue recognition system, Zoura (RevPro), from validating 3000+ orders with opening deferred balances to creating 10+ use cases • Prepared detailed procedures for the revenue close processes • Worked closely with Professional Services for T&M and Fixed Bid to recognize as POC • Reconciled deferred revenue, revenue, unbilled, customer deposit, short-term and long-term accounts • Prepared the quarterly VSOE/BESP analysis for compliance and updates • Provided guidance, training, management, and review for four revenue consultants and two new analysts • Assisted in improving month-end close processes by streamlining and consolidating NetSuite reports by reducing three individual tasks into one • Educated the order management team about best practices for revenue recognition issues • Contributed to the remediation of a revenue Material Weakness by tightening revenue procedures, providing additional validations for completeness, and introducing more levels of review
• Involved with the quote to cash process as part of the order management team in reviewing customer orders, data entry processing, fulfilling delivery, and billing/invoicing • Worked cross-functionally with Accounting, Sales, Sales Ops, and Professional Services to provide efficient and accurate resolution on orders with discrepancies • Calculated partner commissions on new annual/multi-year deals, renewals, and services based on different tiers of pay rates • Calculated quarterly quotas tier pay rates and bonus spiffs for sales reps' commission rates • Assisted the FP&A team with churn rates, renewal rates, and new ARR calculations for reporting and forecasting • Helped maintain the data integrity of the Salesforce accounts and opportunities to provide accurate data while calculating incremental changes for renewals/extensions/add-ons • Performed analysis to identify the cause of renewal price changes from the original order for FP&A purposes • Processed Volunteer Disclosure Agreements for sales tax registration for states where the company has Nexus • Collected payment through the VDA process for sales tax compliance • Filed sales tax returns for all taxable states and ensured the correct taxable rate • Reconciled the sales tax payable accounts