Diedre Stephens
Cypress,TX
Summary
Analytical and results-oriented Certified Public Accountant with a proven track record in ensuring the accuracy of financial records and optimizing financial operations. Expertise in streamlining processes while upholding corporate policy integrity and adhering to internal control guidelines. Proficient in identifying and recommending process improvement opportunities aligned with GAAP principles, emphasizing the importance of maintaining a robust audit trail for general ledger activities. Committed to driving best practices that enhance organizational efficiency and effectiveness.
Overview
19
19
years of professional experience
Work History
Senior Manager, Revenue Accounting
Intapp
08.2023 - 08.2025
- Manages the monthly and quarterly revenue close process across SaaS, Professional Services, Maintenance Manage monthly revenue close process across SaaS, Professional Services, Maintenance Support, and On-Premises revenue streams ensuring revenue recognized is in accordance with ASC 606 and company policies. Reviews the progress of professional service projects, monitoring delivery acceptance, and determining appropriate revenue holds and approving journal entries for revenue recognition. Prepares and reviews management reports, including revenue analysis and metrics. Maintains SSP for the company’s products and services and perform SSP re-allocation as needed. Reviews PBC schedules and interfaces with external and internal auditors to address revenue recognition issues. Trains and assists team members on issues and projects.
- Reviews and documents accounting evidence of review for all customer contracts in scope (excess of $100k) in total booking value determinations in accordance with ASC 606 and Company policy.
- Provided understanding of processes, related controls, key roles, and accountabilities of each section
- Reviews and manages deferred revenue schedules and other revenue related month end /quarter end reconciliations.
- Assist the Director of Revenue with the designing and documenting internal controls, processes, policies, and procedures.
Senior Manager, Revenue Operations
Cloud Software Group (Formerly Citrix)
10.2021 - 08.2023
- Coordinates revenue recognition and revenue accounting to account for major contracts as per ASC 606. Analyze revenue and deferred revenue. Manages Contra Revenue and accounting for the Distributor Program and Citrix Service Provider (CSP) Program. Approves rebate payments for the Distributor Program and CSP Program. Prepares management reports, including revenue analysis and metrics. Trains and assists team members on issues and projects. Focuses on financial operation reporting and analysis of sales activity, with ownership and accountability over particular focus areas on a weekly, monthly, and quarterly basis which includes large deal desk activities.
- Manages the monthly and quarterly revenue close process, including journal entry posting, reconciliations, and variance analysis.
- Reviews and manages deal-based accounting conclusion summaries for executive management.
- Management review and oversight of the deal-based forecast of the Americas GEO Revenue Forecasts to facilitate end of quarter “to-go” reporting.
Revenue Compliance Manager
PROS, Incorporated
01.2014 - 10.2021
- Coordinated revenue recognition and revenue accounting to account for major contracts as per ASC 606. Analyzed revenue and deferred revenue. Reviewed PBC schedules and interfaced with external auditors to address revenue recognition issues. Approved journal vouchers for posting to general ledger. Prepared management reports, including revenue analysis and metrics. Trained and assisted team members on issues and projects.
- Led the adoption of new revenue standard ASC 606. Prepared various control documents, comparison schedules and fulfilled disclosure requirements.
- Built revenue forecasting, Annual Recurring Revenue (ARR) and backlog calculation models.
- Reviewed and documented accounting evidence of review for all customer contracts in scope (excess of $100k) in total booking value.
- Reviewed, reconciled, and finalized monthly and quarterly revenue close.
- Successfully headed the Accounting / ERP system implementation - included the planning, configuring, customizing, integrating, testing, and training.
- Strong knowledge of accounting for acquisition through three separate acquisitions.
Revenue Accounting Manager
BMC Software, Incorporated
05.2010 - 01.2014
- Coordinated revenue recognition and revenue accounting to account for major contracts as per SOP 97-2. Analyzed revenue and deferred revenue. Reviewed PBC schedules and interfaced with external auditors to address revenue recognition issues. Monitored execution of SOX controls on monthly and quarterly basis. Approved journal vouchers for posting to general ledger. Prepared management reports, including revenue analysis and metrics. Trained team members on projects and assisted them on solving issues that arose.
- Directed the journal entry/reconciliation processing of $2.1 billion in annual revenue and $2.3 billion in deferred revenue.
- Approved revenue adjustments and oversaw the monthly and quarterly Revenue Accounting System Close for domestic and international licensing companies.
- Ensured the appropriateness of financial systems, along with proper development, testing and implementation.
Lead Revenue Accountant
BMC Software, Incorporated
01.2007 - 05.2010
- Oversaw the monthly/quarterly Revenue Accounting System Close for domestic and international licensing companies. Performed monthly/quarterly SOX controls and prepared revenue adjustments. Reviewed and approved journal vouchers for posting to general ledger. Provided training and assistance to team members on issues and projects.
- Took on project to reconcile On Demand Account, which had not been reconciled for several years, immediately identifying $1.5 million in revenue to be recognized.
- Revamped the Revenue Accounting Close Checklist, which cut system close time 75% and reduced exposure risk by increasing accuracy and accountability in each step of the close process.
- Spearheaded Process Documentation Project for Revenue Accounting:
- Provided understanding of processes, related controls, key roles, and accountabilities of each section
- Assisted in the cross-training of section employees.
Education
Master of Business Administration - Accounting
University of Phoenix
01.2006
Master of Business Administration - Human Resources
New Mexico State University
Las Cruces, NM01.1996
Bachelor of Business Administration - Management
New Mexico State University
Las Cruces, NM01.1993
Skills
- Workday
- NetSuite
- Hyperion
- SAP R3
- SAP SOM
- Zuora (RevPro)
- Oracle
- Salesforce
- Business Objects
- Open Air
- Advantage Financial Management System
- Microsoft (Word, Excel, PowerPoint, Access, Project)
PROFILE
- More than 15 Years of Accounting and Finance Experience
- GAAP Principles
- Revenue Analysis
- Internal Controls
- Variance Analysis
- Process Automation
- Job Cost Analysis
- Account Reconciliation
- Audit Preparation
- Financial Statements
- SOX Controls
- Expense Reporting
- Quality Control
Timeline
Senior Manager, Revenue Accounting
Intapp
08.2023 - 08.2025
Senior Manager, Revenue Operations
Cloud Software Group (Formerly Citrix)
10.2021 - 08.2023
Revenue Compliance Manager
PROS, Incorporated
01.2014 - 10.2021
Revenue Accounting Manager
BMC Software, Incorporated
05.2010 - 01.2014
Lead Revenue Accountant
BMC Software, Incorporated
01.2007 - 05.2010
Master of Business Administration - Human Resources
New Mexico State University
Bachelor of Business Administration - Management
New Mexico State University
Master of Business Administration - Accounting
University of Phoenix
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