Aileen L. Email & Phone Number

Santa Clara, Ca, Us

Santa Clara, Ca, Us

San Jose, California, Us

• Design and manage the commissions calculation, accounting, and administration in a team of 3 professionals supporting the Sales Dept• Led the efforts/implement the ASC 606 restatement for commissions accounting and revenue accounting• Consult with team on the structure and terms of the compensation agreement between the company and its sales professionals• Design the month end accounting process for recoverable payments, recoupable payments, and commission payments with Payroll, ADP, and Accounting • Oversee the month end reconciliation process• Partner with Sales Operation Analyst and Sales Finance to create a commission forecast methodologies and processes• Manage commission calculation of quota and territory account assignment and ongoing alignment.• Provide timely and accurate resolution of commission questions/disputes from field employees and collaborate with Payroll/HR to provide timely payouts before payroll submission cutoff dates• Utilize Salesforce to run reports on “won deals” to determine certain criteria are met for commission payouts• Manage controls required for accurate payout of commissions.• Maintain and update systems and processes for reporting and tracking of compensation and sales team metrics.

San Jose, California, Us

• Managed the annual budgeting and planning process for Business Units (BU): Marketing, Customer Success, North America Sales/EMEA/APAC and Business Development.• Collaborated as a trusted partner to the Business Units with monthly meeting in providing financial insight. • Performed technical analysis and report to management on the sales performance.• Drafted the commission process with easy to follow steps and trained peers on the procedure.• Reviewed contracts from a finance/account perspective to determine accurate commission payouts for the Global Sales team.• Prioritized assignments and met multiple deadlines (exp. commission cutoff dates to payroll, monthly Actual/Forecast report submission deadlines).

San Jose, California, Us

• Analyzed budget/forecast variance to actuals and reviewed with the BU management teams on a monthly basis. • Maintained existing financial models and continuously improved reporting and analysis to drive executive decision-making.• Calculated quarterly/yearly commissions for domestic and international sales organization.• Researched and resolved questions regarding commission calculations and prepare monthly commission accruals.• Reviewed actuals and managed monthly accruals adhering to SOX compliance. • General accounting duties included account reconciliations and journal entries.• Monitor monthly key performance metrics (e.g. Financial, Momentum, Pipeline, Sales Efficiency, Volume and Interaction Metrics, etc…).• Approved/Declined BU’s purchase orders in Iprocurement System as aligned with forecast.• Educated/trained Sales and Marketing in understanding and complying with the Iprocurement system to ensure process runs smoothly and best practices.• Tracked open headcount requisitions and updated the global headcount reports to ensure compliance with forecast.• Responsible for the billing process and maintained the recognized and deferred revenue spreadsheets.• Supported Accounts Receivable collection.• Collaborated with India accounting team for quarterly and year-end audit procedures.• Managed billing conversion into Oracle. Assisted with the first billing automation for the company.

Redmond, Washington, Us

Ensured the billing process closes within the contractual five (5) business day.Responsible for timely and accurate processing of revenue data. Read/Review contracts for changes and update the billing system.Prepared monthly sales import templates and upload into Microsoft’s reporting tools. Responsible for documenting revenue billing processes and procedures. Analyzed and audited vendor bills.Maintained <45 days DSO for all AR balances. Performed A/R Cash Applications and evaluated cash receipts (wires, ACH, etc.) before posting.

Us

Maintained fixed asset inventory system - $55 million: handled all Fixed Assets functions from implementing the company’s first physical inventory count to preparing journal entries for amortization and depreciation. Prepared monthly Fixed Assets reconciliations and trained employees on using WASP (Inventory tracking system).Assisted with the month end close process including preparation of journal entries, accruals, and ensured works comply with Sarbanes-Oxley guidelines.Prepared monthly GL account reconciliations.Reviewed AP batches, GL coding before posting journal entries.

Supervised staff of 3 in general accountingOversaw accounts receivable, collection, and accounts payable.Responsibilities included the planning, preparation, and completion of monthly close procedures. Prepared monthly journals, accruals and reconcile inter-company accounts.Prepared financial packages (Balance Sheet, Income Statement, YTD expense, etc.) through FrX and provided pertinent data for management by analyzing, researching, and providing explanations for budget to actual variances.Managed cash flow and wire transfer as needed to subsidiary group and paid down $6M on a $8M loan in less than a year.Acted as the physical inventory coordinator during inventory count.Prepared for the annual audit by KPMG, 401K Audit, Sales Tax Audit, and Worker’s Comp Audit. Acquired knowledge of system conversion. Multi-tasked, learned quickly and acted efficiently while maintaining a positive attitude during a period of high turnover.Prepared payroll for 75 employees on a semi-monthly basis and other reports as needed like 401K reports before the process was moved to our sister company in Ohio in September 2003.