San Francisco Bay Area
I am an assurance manager with over 6.5 years of experience working at Ernst & Young (EY) where I specialize in the technology industry, including SaaS companies. I am known as a problem solver with high quality standards. I also encourage team collaboration and people's individual development. I have extensive experience serving large and medium size public companies as well as private equity-backed private companies. My experience includes working with clients on accounting for revenue recognition (ASC 606), business combinations (ASC 805), goodwill (ASC 350), inventory (ASC 330), leases (ASC 842), stock compensation, and purchase price accounting. I also have extensive experience with implementation and evaluation of internal controls over financial reporting and SOX compliance. I have a deep understanding of how early-stage high-growth companies operate and have experience with SPAC (Form S-4) and traditional IPO (Form S-1). Specialties: MS Office, ERPs (SAP, Netsuite, Intacct), Workiva, CRM (Salesforce), Google Suite, Accounting, Auditing, Financial Reporting, Revenue Recognition, Valuation (409A), and SOX 404 compliance.
Main clients served: Apple, Intel, Lam Research, Planet Labs, private SaaS companies - Review revenue contracts and technical accounting memos and assess the appropriateness of accounting conclusions - Design and review analytical models to predict revenue recognition and investigate differences against expectations. - Collaborate among assurance, tax, IT and valuation professionals to ensure ICFR (ITDM, ITAC, ITGC) and accounting conclusions are in accordance with SOX 404 and US GAAP - Maintain strong client relationships and effectively collaborate with senior management - Manage teams of 15+ professionals across engagements - Develop and monitor budget targets to ensure timely and efficient completion of milestones
Main clients served: Sixth Street Partners, Gryphon Investors (Financial Due Diligence) - Analyzed financial statements and related data to identify potential areas of risk and developed risk management strategies - Compiled findings and conclusions in the financial due diligence report to present to clients - Exposure to M&A transactions and complex financial modeling, aligning with project-based advisory work
- Filed corporate tax returns, carried forward data, and audited tax forms