Alan Beans Email & Phone Number

Santa Cruz, California, United States

Santa Cruz, Ca

Santa Cruz, Ca

As the first Controller for Anatometal, Inc, I setup weekly processes for posting PR and managing AR accounts. Also, setup collection policy, EOM close prcoesses and qty production reports.

San Jose, Ca

Capitola, Ca

• Reconciled temporary restricted and unrestricted assets• Provided updated reports for United Way and First 5 committees and boards• Prepared and maintained detailed operating budgets for management and committees• Manage all finance and administration operations of both United Way and First 5• Converted United Way financial system from Quickbooks Enterprise to Cougar Mtn Fund Accounting remote software• Assisted CPA auditors with annual fund accounting financial statements• Changed the culture of reporting and understanding how restricted assets are classified

Scotts Valley, Ca

• Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations• Prepared timely actual and budget data for department managers and executive staff• Prepared custom financial statements and management reports• Prepared consolidated multi-currency financial statements at the end of each quarter• Worked with management at the project level to ensure expense plans are achieved• Worked with the managers to develop annual expense plan goals• Maintained fixed assets in a spreadsheet and calculate/record quarterly depreciation expense• Reviewed COGS and margin analysis for products designed in CA and manufactured in the USA/China• Assisted management with the formation of annual expense plans• Calculate complex royalty and license fees for trademark and third party software titles sold online• Prepared sales/use tax and property tax statements• Collected and reported quarterly expense variances and explanations• Established procedures for custody and control of assets, records, loan collateral to ensure safekeeping• Performed periodic budgeting/modeling to project monthly cash requirements• Managed employees in A/R, A/P and earlier in HR• Setup and established finished goods inventory cycle count procedures. Approved by outside CPA’s• Assisted with the setup of a foreign office in the Netherlands• Hired and supervised a local accountant in the Amsterdam office. This accountant was in charge of A/R, VAT, credit reviews and inventory cycle counts• Assisted outside CPA with annual review, audit and corporate tax returns

Santa Clara, Ca

• Revised and established accounting procedures and internal controls• Completed month end close for four companies• Prepared custom financial statements for each company• Converted accounting software from Macola to MAS 90• Assisted outside CPA with annual audit for Digital Records and taxes for Medishare

Pleasanton, Ca

My wife and I were 50% ownersMy duties included:setting up a CA LLC, managing legal and financial matters of LLCpreparing bi-weekly payroll all bank relationships and bank reconciliationprepare and file all payroll, workers comp, state and federal tax returns