Woodinville, Washington, United States
Specialties: CPA, CIA, CMA, E-Invoicing, CTCs, Tax Compliance, Indirect Taxes, Tax Planning, SAF-T, accountancy, accounting systems, finance, internal controls, executive management, financial, month end close, financial reporting, financial statement analysis, financial statements, liquidity management, balance sheet management.
Oversee cross-functional Global E-Invoicing/E-Reporting Compliance Program; delivering E-Invoicing Compliance requirements on-time, in a cost-optimal and audit-ready way – via the right products, planning, project management, policy influencing and overall playbook. The scope is to ensure Amazon ecosystems comply with E-invoicing (i.e., where electronic data serves as a legal and fiscal substitute for a paper invoice), with special emphasis on government-mandated Continuous Transaction Controls (CTC’s).
Managing new indirect tax legislation automation.
Oversee accounting for MCIO operations at Data Center locations world wide. Including accounting close, GL reconciliations, GAAP guideance, automation efforts, and cross-functional initatives.
Oversee revenue finance functions for Microsoft's Dynamics CRM offerings. Including various revenue streams, segments, purchase types, and geographies.
Oversee new initiatives and launches for Kindle Devices, Digital Content, and AWS. Leading a team that has launched new GEOs for Amazon as well as expanded product offerings in existing GEOs. Managing from project initiation all the way to final UAT sign off and post launch support. Ensuring that launches were automated, healthy, SOX controls in place, and scalable going forward.
Accounting Manager for Kindle Content worldwide (ebooks, eperiodicals, Kids Freetime, Amazon Publishing, etc.). In charge of the accounting close process, reconciliations, accounting positions/policies, and new accounting initiatives for Kindle Content. Work with finance and business leaders in Kindle to achieve process improvements and controllership over ordering systems, GL integration, and royalty calculation platform. Key accounting areas would include Multiple-Element Accounting, complex royalty calculations, amazon publishing, and system to GL integrations.
Ran all accounting operations for Frontier Bank subsidiary unit. Develop general ledger mapping to Union Bank’s general ledger and consolidating accounts between the two companies. Lead process implementation and reporting between Federal Deposit Insurance Corporation (FDIC) and Union Bank’s acquired loan portfolio. Instrumental in integration activity to merge legacy Frontier Bank systems into Union Bank accounting systems.
In charge of all bank-wide accounting and finance functions. This includes accounts payable, fixed assets, month-end close, rate setting, investment portfolio decisions and monitoring, liquidity management, balance sheet and funding management, interest rate risk, ALCO meeting and reporting, regulatory reporting, annual budget, and all accounting policies and procedures. Supervise a department of ten employees with a wide range of backgrounds, educational levels, and expertise. Presented monthly financial reports to executive management.
Manage bank financial and managerial reporting. Provide all in-house training on financial and managerial reporting. Oversee teams that perform variance analysis, budgeting (departmental and corporate), internal controls structuring, and GAAP for the bank. Manage many Treasury and funding functions for the bank, most notably, the bank’s liquidity position with the Federal Reserve, FHLB (Federal Home Loan Bank), and Correspondent Banks. Make investment decisions daily regarding funding sources, costs of funds, and long-term positioning.
Performed special audits upon request which included branch specific audits, GAAP specific areas, and insurance/risk management audits. Worked closely with external auditors to identify areas of high risk for resource allocation and overall audit scope completeness. Spear-headed testing and evaluating internal controls over financial reporting and financial management of the bank.