HANS J. HANSEN, CPA
Boise,ID
Summary
As an experienced CPA with over five years in the fields of accounting and finance, I specialize in SaaS revenue (ASC 606), technical accounting, and process automation. My proficiency extends to budgeting, forecasting, financial reporting, and executing month-end close processes, complemented by advanced Excel skills. In seeking a position as a Sales Engineer at Datarails, I aim to apply my consultative expertise, engaging with finance teams to discern their needs and deliver customized product solutions. My background includes a solid history of presenting complex concepts effectively, fostering collaboration across teams, and ensuring solutions align with client goals. With strong business acumen and a collaborative spirit, I am prepared to boost operational efficiency for prospects and support FP&A initiatives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounting Advisory Manager
KDP CPAs LLP
02.2024 - Current
- I'm responsible for overseeing, supervising, and managing a diverse portfolio of accounting advisory engagements
- My portfolio consists of both recurring and project-based work
- Actively participate and contribute to business development activities, including networking events put on by the chamber of commerce, formal galas, discovery calls, client presentations, and proposal development, driving the firm's growth and expanding its service portfolio
- Helping to refine current sales pipeline and lead management system to ensure higher quality prospects and a higher close % by proposal
- Adept at translating complex financial data into compelling narratives that highlight business performance, opportunities, and risks
- Skilled in presenting financial insights in a clear and concise manner to stakeholders at all levels
- Research, understand, and apply complex accounting concepts for my clients
- Additionally, provide advice on technical accounting issues, regulatory compliance, and assist with audit readiness
- Support clients with Fractional accounting needs such as fractional CFO, controller, manager etc.
- I build and maintain relationships with clients and other service lines within the organization (audit and tax), looking for opportunities to increase our firms value-add through leveraging our advisory service offerings while ensuring no issues with independence
- Exceptional communication skills, both written and verbal, with the ability to convey complex financial concepts to non-financial stakeholders
- Experienced in creating visually appealing presentations and reports that enhance understanding and drive action
- Managed and motivated employees to be productive and engaged in work.
Senior Revenue Solution Architect
Zuora
02.2022 - 01.2024
- Assist customers with subledger (Zuora Revenue) to general ledger reconciliations, help streamline their SSP, evaluate their ASC 606 accounting policies and ensure they are aligned with GAAP and are fit for Zuora Revenue optimization
- Developed strong client relationships for long-term business growth and customer satisfaction.
- Communicated complex sales and engineering concepts to prospective users clearly and with constant customer focus.
- Managed complex technical projects from initiation to completion, ensuring timely delivery and client satisfaction.
- Led white-boarding sessions and worked independently to map requirements to valid use cases that highlighted product capabilities.
- Established credibility with clients by demonstrating deep industry expertise and technical knowledge during engagements.
- Provide guidance on best practices for ASC 606
- Promoted to Senior in November'2023 due to performance across all my projects
- Provide internal training/enablement sessions to the Billing and Revenue Solution Architect's on complex topics such as variable consideration, contract modifications, material rights, significant financing components etc
- Assist customers with any SOX compliance as necessary
- Gather requirements, design, build, test and implement revenue automation solutions for mid to large size enterprises
- Implemented Zuora for Malwarebytes, LinkedIn, Zendesk, Vivint and Dentsply Sirona
- Work with SQL developer backend database to solve/troubleshoot complex problems and with writing scripts for customizations if necessary
- Hands-on subject matter expert for Revenue Recognition, Billing Architecture and other financial applications that interact with Zuora Revenue
- Architect and recommend evolution path for Zuora Revenue to meet the scale of our customers business
- Collaborate with product management, engineers, accountants, financial analysts, business analysts, and leadership teams to assess current state enterprise architecture and advise on Revenue Financial Systems architecture in terms of utilizing financial processes and data to help our customers achieve their business goals
Revenue Accounting Manager
OneSpan
08.2021 - 02.2022
- Company Overview: OneSpan is a publicly traded cybersecurity technology company based in Chicago, Illinois with offices in Montreal, Brussels and Zurich
- They provide SAAS, Term-Based Licenses, and Hardware, resulting in complex revenue accounting
- I managed a team of Senior and Staff Revenue Accountants to ensure GAAP compliance with ASC 606 & Sarbanes Oxley 404
- Prepared technical accounting memos for complex contracts and Company accounting policies relating to ASC 606 and ASC 340-40
- Worked closely with the Director of Revenue to ensure a timely Financial Statement Close Process in addition to any side projects that may be ongoing
- Performed SSP Analyses on Term Licenses, Post Contract Support, Maintenance & Support & Software as a Service (SaaS)
- Worked closely with our external auditors (KPMG) and internal auditors (PWC)
- Strong technical understanding of Contract Assets/Liabilities, Revenue & Deferred Revenue, Contract Modifications, Contract Combinations, Professional Service Allocations/Reallocations, both prospective and retrospective
- Helped improve efficiency of the Order to Cash process, including New Business, Renewals, Add-Ons, upsells etc through working with the Sales teams, CSRs, & Order Administration teams
- OneSpan is a publicly traded cybersecurity technology company based in Chicago, Illinois with offices in Montreal, Brussels and Zurich
- They provide SAAS, Term-Based Licenses, and Hardware, resulting in complex revenue accounting
Assurance Senior
Ernst and Young (EY)
05.2021 - 08.2021
- Top performer consistently given gold standard feedback – the highest level of feedback you can receive
- Early promoted to Assurance Senior due to performance across all my engagements
- Helped plan and supervise GAAP financial statement audit engagements for entities ranging in size from developmental stage companies to mid-size public companies
- Provided assurance services to clients in the healthcare, technology, and real estate industries
- Worked with an SEC client in the healthcare technology industry as they adopted SOX 404 (internal controls)
- My primary areas of 404 focus are Order to Cash, Software Capitalization, Income Taxes, PP&E, Leases, and Treasury
- Acting Senior during my first SEC audit as a Staff 1 – Overseeing the Company's treatment of ASC 606 Revenue from Contracts
- The Company's revenue recognition was complex as the contracts were non-standard and contained elements of variable consideration
- I audited over 50+ contracts as a brand-new staff, reporting directly to the manager as our Senior left prior to busy season kickoff
- I received Gold Standard feedback directly from the Engagement Partner for my performance on this audit
- Tasked with being the lead and only senior on an AICPA audit with a SAAS company based out of Boston
- Developed a reputation within the firm as the go-to ASC 606 expert
- Drafted multiple technical accounting memos as a Staff prior to being promoted to Senior
Assurance Staff
Ernst and Young (EY)
09.2019 - 05.2021
Assurance Intern
Ernst and Young (EY)
01.2019 - 03.2019
Education
Masters of Accounting and Data Analytics - Accounting And Data Analytics
University of Washington
Seattle, WA06-2019
Bachelor of Science - Business Administration And Management
Lewis And Clark State College
Lewiston, ID05-2018
Skills
- Team Leadership
- Verbal and written communication
- Complex Problem-Solving
- Product Demonstration
- Customer Relationship Building
- Data Analysis
- Requirements Gathering
- Proposal Development
- Teamwork and Collaboration
- Attention to Detail
- Active Listening
- Adaptability and Flexibility
Certification
CPA License - Active
Timeline
Accounting Advisory Manager
KDP CPAs LLP
02.2024 - Current
Senior Revenue Solution Architect
Zuora
02.2022 - 01.2024
Revenue Accounting Manager
OneSpan
08.2021 - 02.2022
Assurance Senior
Ernst and Young (EY)
05.2021 - 08.2021
Assurance Staff
Ernst and Young (EY)
09.2019 - 05.2021
Assurance Intern
Ernst and Young (EY)
01.2019 - 03.2019
Masters of Accounting and Data Analytics - Accounting And Data Analytics
University of Washington
Bachelor of Science - Business Administration And Management
Lewis And Clark State College
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