Summary
Overview
Work History
Education
Skills
Awards Certificates
Timeline
Generic

Susan Wakahiu

San Diego,CA

Summary

Finance professional with experience in financial analysis, Accounts Receivable Management, forecasting, budgeting, and possess excellent critical thinking skills and ability to analyze information to formulate logical and objective conclusions in manufacturing.

Overview

18
18
years of professional experience

Work History

Sr. Revenue Analyst

Pear Health Labs Inc.
03.2021 - Current
  • Assess revenue recognition treatment in accordance with ASC 606
  • Partner with Sales and Sales Operations during contract negotiation by analyzing total impact of contract terms, communicating revenue impact, and offering alternative structures
  • Liaise with team members and other partners (Audit, Legal, IT, and Sales Ops) while monitoring relevant US GAAP and SEC developments as it relates to SaaS or software companies to ensure revenue recognition procedures comply
  • Serve as technical accounting subject matter expert for annual budget and financial reporting
  • Implement controls and evaluate actions required for compliance with company revenue recognition accounting process, including bookings and billings process
  • Complete required month-end close activities including revenue reconciliation, income statement and balance sheet flux analysis, revenue and gross margin metrics and ad hoc reports
  • Support process improvements and implementation of revenue reporting to further refine revenue tasks and shorten revenue close cycle.

Staff Accountant

Combined Resources International
03.2013 - 02.2021
  • Manage accounts receivable analysis, client credit management and policy implementation
  • Support and manage budget and planning system including models and forecasts to identify operational drivers and cash flow throughout various divisions
  • Implement reports to measure percentage accuracy for invoicing, inventory management and transaction posting metrics surrounding General Ledger variance reports and adjusting entries
  • Measure ratio of collected vs
  • Accurately filed sales tax amounts for U.S and Canada regions
  • Proficient in data mining methods, extracting relevant information for reports and presentations
  • Maintain and update documentation of systems processes and internal controls, ensure proper implementation of controls in areas of responsibility to include oversee corporate credit card program by monitoring spending and implementing policies to insure protection against fraud
  • Work with and train business unit managers to understand budget and forecasts as presented in financial reports prior to monthly financial review meetings with management
  • Execute ad-hoc analysis to explain variances on budget versus, prior forecast and current month actuals.

Accounting Assistant

Technology Solutions Inc
08.2007 - 01.2013
  • Managed full cycle accounts payables and General Ledger coding for all overhead expenses
  • Responsible for daily bank reconciliation, posting ACH and credit card batch deposits
  • Facilitated month end closing by collaborating with senior accountant on accrual journal entries and deferred revenue entries
  • Remodeled invoicing process and procedures that made it more efficient to sort through data and ensure timely and more accurate billing procedures
  • Reconciled fixed assets listings and disposals schedules to balance sheet
  • Eliminated a significant backlog for vendor and freight invoices therefore re-establishing positive vendor relations and cutting purchasing costs by 17% through vendor partnership programs.

Accounting Clerk

Robert Half International
04.2006 - 08.2007
  • Maintained in house purchase order database to ensure accuracy and inventory availability, troubleshoot, and resolve inventory issues
  • Administered bookkeeping, cash intake reconciliation and order placement in accounting database
  • Prepare annual filing of 1099 forms and distribute in timely manner
  • Reconciled employee timesheets and entered in Paychex payroll processing database.

Education

B.A Accounting -

Southeast Missouri State University
Cape Girardeau, MO
05.2008

Skills

  • Business intelligence tools
  • Pricing strategy
  • Sage Intacct
  • MS Project
  • MS Dynamic Navision
  • SAP Business ByDesign
  • QuickBooks
  • Peachtree
  • Tableau
  • Asana
  • Cash Flow Management
  • Revenue Forecasting
  • Trend Analysis
  • Auditing procedures
  • Key Performance Indicators
  • Advanced Excel
  • Sales Analysis
  • Financial Reporting
  • Budget Planning

Awards Certificates

  • Financial Statement Analysis, 09/2020, University of California San Diego, Evaluation of accounting processes, examination of the components of the balance sheet, income statement and statement of cash flows. Gain a deep understanding of application of various quantitative techniques and financial analysis, such as ratio interpretation and EPS evaluation, meaning and significance of auditor’s opinion and current SEC reporting regulations. Understand how analytical methods are applied to make a business decision, and for budgeting and forecasting purposes. In-depth review of common methods of evaluating the performance of a business (ROI) from the perspective of the company (RNOA) and that of the investor (ROCE).
  • SAP COURSE CERTIFICATES, 04/2020, Business ByDesign Customer Relationship Management (CRM), PMCP Certificate, Reconciled All customer-engaging scenarios in marketing, sales, and service, including invoicing and integration with project management, logistics, purchasing, and financials. Defined Project Life Cycle as the framing project management concept, work breakdown structure, resources, budget, critical path, Gantt Charts, Earned Value Management System (EVMS) and project presentation. Problem solving and decision making in projects, change and risk management, building effective teams Agile PM and virtual teams’ management.

Timeline

Sr. Revenue Analyst

Pear Health Labs Inc.
03.2021 - Current

Staff Accountant

Combined Resources International
03.2013 - 02.2021

Accounting Assistant

Technology Solutions Inc
08.2007 - 01.2013

Accounting Clerk

Robert Half International
04.2006 - 08.2007

B.A Accounting -

Southeast Missouri State University
Susan Wakahiu