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Work Background
Red Elephant | Design + Architectural SignageDirector of Finance
Mar. 2025United States
BayOne SolutionsDirector of Finance
Dec. 2022Pleasanton, California, United States
VARITE INCHead of Finance and Payroll
Jul. 2020 - Dec. 2022San Jose, California, United States• Owned the AR, AP, Payroll, Finance, Operations and other functions to oversee the Americas, Canada and UK Subsidiaries.
• Designed all strategic FP&A functions including Financial Modeling and Strategic planning, Flux analysis & multi year forecasting, financial analysis and budgeting and accounting as per the GAAP.
• Worked with the CEO and management team to develop and enable the company’s long and short term strategy for funds.
• Lead board conversations related to financial strategy performance and results. Be responsible for all equity, debt and banking functions including cap table management.
• Own all controllership to all accounting functions including Management of receivables, payables, purchasing process, payroll and expense management, cash management, tax compliance, cost allocations, Revenue Recognition as per ASC 606.
• Lead all audit related functions including audit relationships, successful and timely completion of audits.
• Manage state registrations and local business compliance and licensing and are SOX compliant.
• Coordinated the sales tax, corporation tax filings with the tax partners across Americas, Canada, UK and India.
• Closely work with a payroll company to oversee the 941/payroll tax filings.
• Lead the HR team to be compliant with the onboarding, background checks, state reporting, payroll, claims and other related functions.
Amiseq Inc.Finance Manager- Global
Dec. 2018 - Jul. 2020Milpitas• Create strong business partnerships with leaders and managers across Global Operations
• Influence business partner decisions through insightful synthesis of results & ad hoc analytics and business insights
• Perform monthly flux analysis and monthly analytics
• Lead cross-functional process improvement initiatives to generate efficiencies • Provide financial leadership for headcount planning, budgeting, forecasting, and long-range planning Manage processes related to month-end and quarter-end close, including accruals and management reporting.
• Direct and Generate relevant reports of returns (ROI,ROE) for the Investor Board, Venture Capitalists, Crowd findings, LOC.
• Build thoughtful analyses to drive better investment decisions and measure the efficacy of various programs
• Optimize existing monthly, quarterly, & annual forecasting processes and reporting.
• Monitor the departments of Cash flow, AP, AR, HR, Payroll • Integration and preparation of consolidated billing reports from Oracle e business suite, SAP Fieldglass, IQ Navigator,Bee Line, Acceleration, Wand and other client portals.
The Pill ClubPayroll Manager-Consultant
Oct. 2018 - Nov. 2018San Francisco Bay Area• Ensure Timely processing of Payroll
• Register in New States
• Coordinate Benefits • Employee Reimbursements
• Concur SaaS for Expense and travel Reimbursements
Amiseq Inc.Finance Manager
Aug. 2018 - Dec. 2018Milpitas, CA• Publish Financial reports and interpret financial information to managerial staff while recommending further courses of action.
• Advise on investment activities and provide strategies that the company should take
• Maintain the financial health of the organization.
• Analyze costs, pricing, variable contributions, sales results and the company’s actual performance compared to the business plans.
• Develop trends and projections for the firm’s finances.
• Conduct reviews and evaluations for cost-reduction opportunities.
• Oversee operations of the finance department, set goals and objectives, and design a framework for these to be met.
• Manage the preparation of the company’s budget.
• Liase with auditors to ensure appropriate monitoring of company finances is maintained.
• Correspond with various other departments, discussing company plans and agreeing on future paths to be taken.
Isolutions Group Inc.Sr. Financial and Payroll Manager
Sep. 2017 - Jan. 2018Fremont• Study and publish the financial transactions made by the organization and prepare financial reports based on the available data.
• Share the financial reports with the senior company officials.
• Suggest ways of improving the company’s financial condition after reviewing the financial reports.
• Providing inputs while the senior company officials plan the budget.
• Prepare finance policies and processes for the company.
• Determine the financial requirements of the company.
• Manage the fixed assets of the company.
• Manage the company’s working capital.
• Control the company’s funds.
• Perform internal finance audits from time to time in order to ensure that the company finances are being managed appropriately.
• Review and upgrade the financial plans from time to time.
Adroit Resources Inc.SR. FINANCIAL AND PAYROLL Analyst
Dec. 2015 - Aug. 2017Fremont, CA• Chartered the efficiency of the book keeping process by introducing new accounting tools and techniques for Multi National Operations.
• Oversaw a smooth merger.
• Improved the Performance by reporting monthly/quarterly performance and Budget Management to the CFO.
• Audited and reconciled the financial statements of on a regular basis.
• Formulated new invoicing methods, templates, contract documents and updated the Vendor management, 1099 systems. Reporting with Fielglass, wand, IQ Navigator, Beeline,Acceleration.
• Centralized and redesigned the payroll process, Compensation benefits like health insurance, 401K and other benefits to enhance the employees’ satisfaction and minimize the time and errors.
• Redesigned Employee Onboarding, Background checks, E-Verify, off boarding, Exit interviews, Performance Appraisals, Workers comp enrollment.
• Talent acquisition interviews, Training and Development of the employees with seminars and meetings.
• Created and oversaw the Commission, Expense reports system for employees across the Nations.
• Regulated and secured the organizations cash management systems for Global Operations, ROI, ROA processes, banking systems and employees.
• Audited the internal and external financial statements, ensured Bookkeeping & reconciled Bank statements.
• Compiled and Analyzed the Trend Analysis Balance sheet, Income statement & cash flow statements for abnormalities to diminish ambiguity. • Answer the accounting and financial data by research and interpretation
• Improved cash transfer process to maximize efficiency and evaluated daily deposits.
• Updated Job knowledge by participating in educational opportunities, reading professional publications, maintaining and participating in professional organizations.
Dee and Associates, CPAStaff Accountant and Tax Advisor
Nov. 2014 - Dec. 2015Castro Valley• Create strong business partnerships with leaders and managers across Global Operations
• Influence business partner decisions through insightful synthesis of results & ad hoc analytics and business insights
• Lead cross-functional process improvement initiatives to generate efficiencies • Provide financial leadership for headcount planning, budgeting, forecasting, and long-range planning Manage processes related to month-end and quarter-end close, including accruals and management reporting.
• Direct and Generate relevant reports of returns (ROI,ROE) for the Investor Board, Venture Capitalists, Crowd findings, LOC.
• Build thoughtful analyses to drive better investment decisions and measure the efficacy of various programs
• Optimize existing monthly, quarterly, & annual forecasting processes and reporting.
• Monitor the departments of Cashflow, AP, AR, HR, Payroll.
Sreeni Designs IncBook Keeper
Oct. 2014 - Oct. 2015Milpitas,CA• Reviewed Bookkeeping of products and services to reduce the cash conversion cycle by 50%.
• Enforced consistent procedures for Invoices, Accounts Payables and Accounts Receivables documents.
• Arbitrated lucrative decisions by scrutinizing General Ledger, Cashbook & Petty Cash book. • Designed & developed Budget Reports and Forecasts for cash management accuracy, responsibly released funds for appropriate project execution. • Catalogued financial data into QuickBooks and Lacerte Intuit software, utilized databases, spreadsheets and templates to stabilize the company documentation and archiving.
• Filed returns and amended returns to maximize refunds.
• Prepared and consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments
• Maintain the Fixed Asset and associated depreciation schedules on the FAS Software System; compiling monthly detail to post the General Journal entries; insure proper recording of new purchases and disposals.
• Manage employee credit card applications and charges.
• Process Accounts Payable paperwork at completion of the check run.
• Prepare mailings and priority shipments for the Finance/Accounting Department.
• Demonstrated a proficient level of professional skill in accounting and kept up with the current development and trends.
• Perform such other accounting, financial, or administrative tasks as may be required from time to time – quite often on short notice - by the CFO.
R.K.Agarwal and Associates.Strategic Tax Consultant
Oct. 2010 - Apr. 2013• Maintained manual & E-tax files for a variety of corporations.
• Counseled numerous clients to produce authentic statements for SEC reporting.
• Formulated & briefed Budgets and Forecasts on a quarterly basis to remodel company’s monetary success.
• Forged new clients by providing comprehensive comparative analysis for their finances.
• Prepared monthly budgets and generated timely internal and external financial reports.
• Performed month end activities such as recording journal entries, bank reconciliation and account analysis.
• Maintain and balanced the scheduling of required jobs and verification of data.
• Develop spreadsheet reports to verify information and for Analysis
• Reconciliation of the Bank accounts, Furniture accounts, Inventory and Other Asset accounts
• Develop and implement accounting procedures by analyzing the current procedures
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