Julie Finer Lian, CPA

· Managed cross-functional international initiatives to integrate Dell and EMC legal entities and establish an efficient structure that aligned with company strategy.

· Earned FY24 CFO Game Changer Award for leading 1.5 year M&A integration on business-critical project for India.

· Led integration planning meetings for multiple concurrent global projects (North America, Europe, and Asia).

· Built trusted working relationships with partners and key stakeholders across multiple geographies and time zones to ensure alignment, accountability, and timely completion of integration activities.

· Hosted kick-off meetings, weekly status meetings, and deep dive sessions as needed for each project.

· Communicated program updates to key stakeholders including executive leadership.

· Managed project workplans for 20+ workstreams to track activity, timelines, risks, obstacles, and dependencies.

· Partnered with Human Resources, Procurement, and Business Operations to create and execute effective communications to team members, suppliers, and customers.

· Reviewed and provided content for Go Live announcements, team member FAQs, playbooks, and lessons learned.

· Responsible for managing $20M Integration budget, quarterly Outlooks, and ongoing budget to actuals analysis.

Served as mentor for Finance Development Program (FDP) team members and Summer Interns.

· Provided ongoing support to the Dell Financials Services (DFS) SVP of Operations and the Director of Fraud.

· Led annual Productivity Initiatives Program for DFS Operations.

· Earned award for achieving opex savings of $4M in FY17 and $1.2M in FY18 related to productivity initiatives.

· Partnered with management and key stakeholders to document projects, complete Cost Benefit Analyses, track results and risks, and present to senior leadership at quarterly business reviews (QBRs).

· Core team member for best cost initiatives, resulting in relocation of DFS roles to lower cost geographies.

· Graduated 3-year Dell CFO sponsored Global Development Program for high potential finance team members, while being mentored by SVPs.

· Primary finance M&A point of contact for newly formed Dell Software Group (DSG).

· Responsible for managing all legacy Quest Software acquisitions and strategic investment activity, partnering with Corporate Development, Dell Ventures, Treasury, Acquisition Accounting, Tax, and Legal.

· Earned DSG leadership award for serving as finance lead for special M&A project generating $100M+.

· Finance Integration Team Program Manager for ongoing acquisition and divestiture activity, participating in due diligence and managing integration for all finance workstreams.

· Calculated and initiated payments for acquisition related contingent consideration/earn-outs.

· Key member of the Finance Corporate Development team, contributing to all M&A and strategic investment activity, from initial draft through financial due diligence, deal structuring, integration, valuation of intangible assets, IPR&D, and purchase price allocation.

· Performed financial due diligence on target companies with respect to financial statements, accounting policies, finance organization roles and responsibilities, internal controls, and audit history.

· Major contributor to the completion of 8 acquisitions and 15 strategic investments in 15 months.

· Traveled internationally and domestically to acquired companies post-acquisition to meet with senior leadership, review financial documentation, and begin cross-functional integration.

· Reviewed and researched complex transactions and documented appropriate accounting treatment.

· Performed quarterly evaluations of non-consolidated investments and reviewed for potential impairment.

· Managed the monthly general ledger, fixed asset, and payroll close process for 17 legal entities, including review of 100+ journal entries and 200+ reconciliations in accordance with the monthly close calendar and GAAP requirements.

· Provided management and training to six Senior and Staff accountants.

· Directed balance sheet and P&L variance analysis and provided detailed explanations to senior management.

· Calculated and recorded Executive team compensation accruals.

· Managed highly sensitive bonus and payroll accruals for all US team members.

· Responsible for post-merger integration of acquisition related finance and accounting functions for 20+ acquisitions.

· Developed accounting policies, procedures, and process improvements.

· Maintained SOX documentation and ensured ongoing compliance with corporate internal control policies.

· Coordinated with internal and external auditors during quarterly reviews and audits.

· Served as a subject matter expert for worldwide Oracle R12 implementation (General Ledger and Fixed Assets).

· Responsible for training, testing, and demos related to Oracle 11i implementation at acquired companies.

· Hired and trained 4 staff and senior accountants over 6 months to build the US General Ledger team.

· Key contributor to significantly reducing the month-end close cycle from 15 days to 7 days.

· Reviewed journal entries, reconciliations, and monthly balance sheet and P&L variance analysis.