Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Tina Gee

Pacifica,CA

Summary

Detailed, organized and proactive Accounting Leadership with IPO, technical consulting, and Big 4 Audit experience. Diverse hands-on experience with fast paced high-growth start-ups, IPOs, private and public companies. Attention to accuracy and US GAAP/SOX/SEC/IFRS compliance. Demonstrated ability to effectively communicate, partner, and drive results for Public Accounting, Consulting, Renewable Energy, Networking, and SaaS Industries.

Overview

16
16
years of professional experience

Work History

Senior Manager, M&A Corporate Accounting

Salesforce
San Francisco, CA
07.2021 - Current
  • Purchase price accounting for merged entities
  • Liquidation of acquired entities and full migration of P2P, payroll, equity, commissions, tax, corporate close, and revenue
  • Reduced corporate close cycle from 6 business days to 4
  • Corporate governance and statutory compliance for acquired entities
  • UAT for ERP implementation of largest recorded adoption of Workday Financials
  • Manage core staff in EMEA, APAC, and domestic remote
  • Utilize Tableau for corporate and financial reporting of results to executive leadership
  • Streamline and reduce portfolio of legacy acquired entities and systems to eliminate workload and reduce costs
  • Use of AgentForce AI to automate processes

Senior Manager, Corporate Accounting

Slack
San Francisco, CA
01.2016 - 07.2021
  • Manage operational close process with reduction from 17+ business days to 4 business days
  • Design reconciliation processes and calculation templates, with successful handoff to staff and review
  • Manage, train, and supervise 7 direct reports across SF HQ and Dublin, Ireland
  • 6 directs promoted under my mentorship, 7th direct promoted to newly created role under Financial Accounting Systems team
  • Areas of responsibility include: Cost of Revenue, Cash, Financial Instruments and Marketable Securities, Prepayments and Current Assets, Restricted Cash and LOCs, Strategic Investments, PPE, Goodwill & Intangibles, IUS, Leases, and OPEX
  • Crucial role in leading implementation of several major financial systems: Workday ERP, Coupa, Appzen, Workiva, Visual Lease, and Bizterra
  • Full cycle P2P until successful training, program development, and transition to second domestic shared services center
  • Successful adoption of ASC 842 with implementation of Visual Lease
  • Successful adoption of ASC 350-40 for Cloud Computing arrangements and designed internal process for maintenance
  • Responsible for purchase price accounting, reconciliation mapping, and wind down of acquired entities
  • Oversee and automate intercompany consolidations process with associated eliminations and cost plus
  • Automated several internal service systems with the use of Slack bots
  • Month end operating expense review, fluctuation analysis, and collaboration with FP&A function
  • Prepare period end reporting, metrics, KPIs, and presentations for both internal management and ARC committee
  • Recurring partnership with business development team for building processes to administer and account for new partnerships, pilot programs, and referral and reseller agreements
  • Draft, maintain, and continually update current accounting policies
  • Collaborated with external consultants to design, flowchart, document, test, execute, and fine-tune 250+ controls leading to successful first year SOX adoption with no deficiencies

Corporate Accounting Manager

Sunrun
San Francisco, CA
01.2014 - 01.2016
  • Perform month end and quarter end close procedures and create reconciliations for capitalized promotions, capitalized legal, tax, prepaid, intercompany, operating expense, and accrued liabilities accounts
  • Capitalized debt issuance costs, footnotes and internal PBCs, revenue roll forward PBCs, sales and use tax, upfront taxes and contingent consideration on acquired entity
  • Perform intercompany journals and consolidation of acquired companies
  • Month end operating expense review, fluctuation analysis, and collaboration with FP&A function
  • Draft and maintain technical memo on internal direct costs and promotions
  • Automate integration of recurring CIP invoicing between Oracle and SFDC
  • Create account narratives and walkthrough documentation
  • Manage, train and supervise a team of 9
  • Review all purchase requisitions, invoices, payment runs
  • Integral role in implementation of iProcurement system, workflow setup, and controls testing

Senior Accountant

Atlassian Pty. Ltd.
San Francisco, CA
01.2013 - 01.2014
  • Drove reduction of accounting close period from 10+ days to 4 days in a 6 month period
  • Developed and maintained all balance sheet reconciliations for corporate office and five subsidiaries
  • Prepared and booked entries for revenue recognition, employee stock option exercises, fixed assets, prepayments, payroll, royalties, accruals, operating lease liabilities, and acquisition related liabilities
  • Supervised and reviewed work of GL accountants and accounts payable
  • Played key role in financial reporting and annual audit testing procedures
  • Performed month end consolidation including intercompany journals, transfer pricing and fluctuation analysis
  • Implemented controls, and drafted process documentation and narratives
  • Optimized use of internally developed software for task management, data analysis, and research
  • Active analysis and driver of financial systems integration improvement

Senior Technical Accountant

Connor Group, LLC
Palo Alto, CA
01.2011 - 01.2013
  • Performed testing and contract analysis for VSOE
  • Drafted technical memo for capitalized software costs
  • Reconciled accounts for acquired companies, and reallocation mapping of accounts for merger
  • Created reconciliations for borrowings, related party transactions, loans, and fixed assets
  • Drafted and maintained financial statements, footnotes, and S-1 filings
  • Performed testing and reconciliation over unbilled receivables, revenue, accruals, and aging schedules
  • Calculated deferred revenue and prepare relevant reconciliations and adjustments
  • Rebuilt accounts receivable and CIP balances, preparing reconciliation and adjusting journal entries
  • Issued payments to vendors, calculate accruals, and prepare analysis on accounts payable
  • Identified process improvements for client business operations, account structure, and internal controls

Experienced Associate

PricewaterhouseCoopers, LP
San Jose, CA
01.2009 - 01.2011
  • Performed audit planning, design, and testing for technology clients and investment management clients
  • Drafted narratives for key accounting cycles such as treasury, payroll, fixed assets, and period end
  • Performed detailed inquiry and reviews of walkthrough documentation and other SOX deliverables
  • Reviewed internal matrixes detailing frequency, nature, and results for revenue, payables, billing, accruals, and fixed asset cycles
  • Participated in SOX audits and acquisitions
  • Audited investment ledgers, capital statements, cost roll forwards, contributions and withdrawals, realized gain and loss, security valuation, allocations, management fees, incentive fees, statement of cash flows, financial highlights, cash, A/P, prepayments, A/R, fixed assets, inventory, and internal use software

Education

Bachelors of Arts - Economics, Accounting

University of California
Santa Cruz
06.2009

Skills

  • Workday ERP
  • Workday HRMS
  • Oracle
  • NetSuite
  • Coupa
  • Concur
  • Tableau
  • Appzen
  • Workiva
  • Visual Lease
  • IProcurement
  • SAP
  • Paymentech
  • Salesforce
  • Expensify
  • Blackline
  • Floqast
  • JIRA
  • Confluence
  • QuickBooks
  • Great Plains
  • G-suite
  • AWS
  • Clearwater
  • E
  • Trade
  • Hyperion
  • Smartview
  • Quip
  • Highspot
  • Biztera
  • Sailpoint

Affiliations

  • Salesforce Ranger training certification
  • Recipient of Slack FY'21 SOX award for exceptional leadership for first year adoption with no deficiencies
  • Recipient of multiple PwC WRPG Awards for excellent performance
  • Leukemia & Lymphoma Society: active sponsor and event organizer

Accomplishments

  • 3 Successful IPOs: Slack, Sunrun, and Atlassian
  • Led multiple ERP software conversions: Netsuite to Workday, QuickBooks to Oracle, QuickBooks to Netsuite, and Oracle to Workday
  • Managed accounting operations including monthly, quarterly, and year-end close procedures
  • Prepared consolidated financial statements in compliance to US GAAP
  • Adoption of ASC 842 for Leases and ASC 350-40 for Cloud Computing arrangements
  • Prepared financial statements, and footnote disclosures
  • Ensured operational close, reconciliations, and SOX procedures are prepared accurately and timely including review of monthly reconciliations and deliverables for management, internal audit, and external audit, variance analyses with FP&A
  • Managed Big 4 audits, tax, and statutory filings
  • Designed, tested, and fine-tuned programs for Internal Controls and SOX compliance

Timeline

Senior Manager, M&A Corporate Accounting

Salesforce
07.2021 - Current

Senior Manager, Corporate Accounting

Slack
01.2016 - 07.2021

Corporate Accounting Manager

Sunrun
01.2014 - 01.2016

Senior Accountant

Atlassian Pty. Ltd.
01.2013 - 01.2014

Senior Technical Accountant

Connor Group, LLC
01.2011 - 01.2013

Experienced Associate

PricewaterhouseCoopers, LP
01.2009 - 01.2011

Bachelors of Arts - Economics, Accounting

University of California

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Tina Gee