Jhoanna Tam
Digital Realty
San Jose,CA
2
Languages
14
Years of experience
Results-driven finance operations and compliance leader with 15 years of experience in accounting, SOX/internal controls, and financial reporting. Led initiatives to enhance operational processes and reporting cadence while collaborating with Finance, IT, auditors, and business leaders to execute strategies in complex enterprise environments.
Work History
Manager, Business Operations CTO
2 Years 7 Months- Manage CTO budgeting processes, including budget creation, actuals tracking, reporting, and variance analysis to support financial accuracy and leadership visibility.
- Develop CTO and sub-group reporting that gives business leaders clear insight into budget status, operational performance, risks, opportunities, and decision points.
- Track financial and operational progress across CTO initiatives and PMO workstreams, maintaining current updates, risks, dependencies, and action items for project teams.
- Drive process improvements by standardizing workflows, strengthening documentation, and implementing practical solutions for recurring operational and financial issues.
- Lead procurement and purchase order activities, including PO creation, engagement tracking, documentation retention, compliance review, receiving management, and vendor coordination.
- Support AP and accounting processes by assisting with accruals, invoice follow-up, coding accuracy, receiving status, and timely vendor payment resolution.
Senior Finance M&A and Compliance
1 Year 3 Months- Co-led 13 weekly finance workstream meetings, aligning updates across finance teams and integration stakeholders to ensure cohesive communication.
- Tracked workstream progress, risks, and key updates for integration management office reporting, enhancing leadership visibility into critical issues.
- Served as a key communication point between finance teams, deal leads, workstream owners, and external contractors.
- Partnered with deal and workstream leads to create integration spend budgets and maintain monthly flash forecasts.
- Partnered with deal and workstream leads to develop integration spend budgets and maintain monthly flash forecasts, supporting financial planning and oversight.
Senior SOX Compliance Analyst
4 Years 5 Months- Project managed annual SOX walkthrough logistics with management, internal auditors, and external auditors.
- Streamlined SOC-1 program across multiple departments using standardized templates, enhancing audit process and increasing reliance.
- Enhanced key reports testing and strengthened ITAC execution through internal training and preparation of audit-ready workpapers.
- Educated process owners on internal controls and SOX requirements via Brown Bag Program sessions, fostering a culture of compliance.
- Maintained and improved internal controls documentation within Workiva.
Financial Analyst, R&D
2 Years 5 Months- Collaborated with R&D leaders to deliver financial insights that informed decisions and facilitated quarterly P&L reporting.
- Developed business review reports, including AOP, QBR, and Corporate Review materials, to support strategic planning.
- Prepared accruals, reclassification journals, reconciliations, and financial analyses for monthly close and special projects.
- Educated business partners on quarterly processes and daily financial activities to enhance understanding and compliance.
Accountant
3 Years 2 Months- Led the Corporate team for Oracle R12 Procure-to-Pay implementation.
- Reconciled AP and Payroll sub-ledger balances to GL accounts and reviewed reconciliations with accounting leadership.
- Collaborated with Financial Planners to verify department and account coding accuracy, enhancing financial reporting integrity.
- Partnered with Financial Planners to ensure department and account coding accuracy.
- Guided team members on best practices in accounts payable processes. to the AP team in Beijing, China.
Education
Bachelor of Science - Business Administration, Finance
Skills
Budget control
Spreadsheet proficiency
Project management
Spreadsheet proficiency
Procurement management
Documentation Review
Policy Enforcement
Teamwork and collaboration
Policy compliance
Office Suites (Microsoft Word
Outlook
Excel
PowerPoint)
Passion
Spending quality time with my husband and two daughters, creating family memories, exploring new places, and enjoying the little moments together.
Languages
English
Tagalog
Timeline
Manager, Business Operations CTO
Digital Realty
02.2024 - CurrentRead More
Senior Finance M&A and Compliance
HP, Inc.
11.2022 - 02.2024Read More
Senior SOX Compliance Analyst
Poly, Inc.
06.2018 - 11.2022Read More
Financial Analyst, R&D
Polycom, Inc.
01.2016 - 06.2018Read More
Accountant
Polycom, Inc.
10.2012 - 12.2015Read More
San Jose State University
Bachelor of Science from Business Administration, Finance
Read More