Anthony J. Bronson Email & Phone Number

Dallas–Fort Worth Metroplex, Texas, United States

Dallas–Fort Worth Metroplex, Texas, United States

Leads the day-to-day technical revenue accounting operations for long term purchase contracts with multiple element arrangements in accordance with U.S. GAAP standards ASC 842 (Lease Accounting) and ASC 606 (Revenue from Contracts with Customers) for a $2 billion in annual revenue publicly traded medical device company. Manages a gross lease receivable of $305 million, $65 million of operating leases and a contract asset of $18 million across 1200+ U.S. and Canadian contracts using the Salesforce.com CRM, Oracle E-Business Suite Cloud ERP and Expandable ERP. Responsible for reviewing all executed contracts and contract modifications for ASC 842/606 impact and performing fair value analyses in the scope of revenue and lease classification. Oversees a 5-day month-end and quarter-end close of 60+ journal entries of all types including revenue, expense, inventory, bad debt and cost capitalization. Reconciles 30 accounts monthly using the Blackline financial close software. Produces ASC 842/606 related supporting schedules and disclosures to support the 10-Q and 10-K efforts. Manipulates large data sets using advanced Excel techniques to produce monthly and quarterly management reporting. Routinely partners with the business regarding modeling of potential contracts and the related ASC 842/606 impacts and contracting of deals. Collaborates with internal and external audit partners on a quarterly, interim and annual basis to reinforce and improve the company’s financial integrity and control environment and maintain SOX compliance.• Successfully reduced the month-end close timeline from 8-10 days to 5 days and met the financial close deadlines established for the lease revenue accounting team.• Planned and developed a video and text-based training program for lease and revenue accounting as it relates to the business for both the U.S. and international revenue accounting teams, which reduced errors and month-end close times worldwide.

Dallas–Fort Worth Metroplex, Texas, United States

Responsible for the defense of the entirety of the P&L and balance sheet as it pertains to revenue from three main revenue streams in compliance with U.S. GAAP and ASC 606 revenue recognition standards. Manages a total income statement of about $110 million on an annual basis across 20 accounts using the Salesforce.com CRM, Netsuite ERP and FloQast financial close software. Performs review of all non-standard and large dollar contracts to ensure proper accounting treatment. Meticulously and continuously reviews all over-time and point-in-time performance obligations for satisfaction, including any satisfaction via use-it-or-lose-it treatment. Oversees the entirety of the 7 day month-end close process, including billing, credit memo, journal entry, sales reserve and bad debt reviews. Produces monthly P&L flux analyses, management reporting and provides support for any management inquiries. Works with the IT and Business Operations teams to develop, test and implement financial system enhancements and automation. Collaborates with external audit partners during interim testing and annual audits. • Shortened the monthly revenue accounting close cycle by 30% from 10 days to 7 days, including P&L reporting and balance sheet reconciliation.• Developed, tested and successfully deployed fixes to the Netsuite ERP that allowed for systematic recognition of ~$3.5 million in deferred revenue that had previously been manually recognized on a monthly basis via an excel spreadsheet.• Developed, tested and successfully deployed fixes over a two-month period to the Netsuite ERP that systematically relieved “stuck” unbilled AR balances of ~$35k in aggregate across 170 separate sales orders.

Orange County, California, United States

Responsible for performing fair value analyses of all U.S. and Canadian contracts with regards to revenue recognition in accordance with technical U.S. GAAP, ASC 842 and ASC 606 accounting standards. Managed a gross lease receivable of $235 million and a contract asset of $10 million across approximately 900 contracts. Performed a monthly and quarterly close of around 50 journal entries in 5 business days, including all applicable analyses. Fully reconciled 42 accounts on a monthly basis using Blackline with no variance greater than one dollar. Routinely coordinated with the broader business regarding modeling of contracts and the related ASC 842 impacts and contracting of deals related to newly acquired entities. Worked with internal and external auditors to continuously review and improve internal controls to ensure SOX compliance. • Successfully implemented Oracle EBS for the Canadian entity, including item code and GL mapping, stand up of the service module and full user acceptance testing. Migrated all ASC 842 accounting and contract review from the international headquarters to the U.S. headquarters.• Achieved full accounting integration of Masimo’s $47 million acquired iSirona Connected Care business including Inventory, Accounts Receivable, Accounts Payable, Revenue and Deferred Revenue and was recognized as Finance Employee of the Quarter in 2021 Q1 out of a 150 person Finance department. • Effectively reduced the ASC 842 accounting close by two days by better coordinating the acquisition of information needed from the business and by simplifying analyses involved.

Orange County, California, United States

Ensured compliance and accuracy in the recognition of revenue in accordance with ASC 606 Revenue Recognition Guidelines and U.S. GAAP and provides support to the broader business. Managed the revenue balance sheet, P&L, monthly close process and was responsible for 25+ entries in a 10-day close period. Reconciled and performed monthly flux analyses for all revenue and deferred revenue accounts. Set up all new item codes in Netsuite as they are merged from Salesforce.com. Handled all deferred revenue haircut adjustments related to acquired entities and booked year-end balance sheet gross-downs. Collaborated with legal and sales teams on contract language, terms and conditions etc. ensuring compliance with company policy. Worked with external audit firms in annual financial audits/interim audits and prepared all necessary supporting documentation and analysis. Created excellent Netsuite reporting on an ad-hoc basis and provided broader support for the ERP to the Accounting team. • Successfully implemented Oracle Netsuite with the Advanced Revenue Module (ARM) and migrated the new Order to Cash (O2C) from Quickbooks. • Successfully merged the revenue accounting for nine separate companies into one streamlined set of financials. • Created new quote documents and Master Software Agreement (MSA) language as it pertains to revenue recognition. • Analyzed all 400+ item codes in the combined company price book and assigned proper accounting and general ledger classification.

Orange County, California, United States

Managed the full Order to Cash cycle from order input into the Salesforce.com CRM software to sales order quality assurance to billing and cash collection in Oracle Netsuite for a three-person Accounts Receivable department doing 200M in annual billings and cash collection. Recorded, reviewed and reconciled revenue/deferred revenue for software, professional services and OEM lines of business in accordance with ASC 606 Revenue Recognition Guidelines (and formerly ASC 605) and U.S. GAAP. Assisted with quarterly and annual audits. Troubleshooted Celigo integration errors between the SFDC, Netsuite, OpenAir and Zuora platforms. Regularly tests system enhancements in the sandbox environments of the aforementioned platforms. Worked with internal audit team to test and enforce Sarbanes-Oxley (SOX) compliance as well as created policy and procedure documentation. • Successfully implemented the Advanced Revenue Module (ARM) in Netsuite to assist with ASC 606 compliance. • Successfully implemented billing and revenue recognition into Netsuite OpenAir to automate both functions and better align these functions with Professional Services project progress. • Created an ASC 606 analysis for Professional Services for use with monthly ASC 606 reallocations prior to the implementation of Netsuite’s Advanced Revenue Module (ARM). • Streamlined and reformed the full order to cash process, which resulted in the AR team regularly exceeding cash collection goals by 10%-30% with minimal effort.

Orange County, California, United States

Accountable for multiple aspects of software and project accounting such as revenue recognition in accordance with U.S. GAAP, revenue accruals, deferred revenue management, SKU management, billing review, statement of work review, time entry review, COGS accruals, VSOE analysis, margin analysis and monthly variance analysis/P&L review using the Intacct accounting platform and Salesforce.com CRM platform. Completed monthly account reconciliations for deferred revenue accounts such as monthly software services, cancellations & professional services. Built monthly reusable journal entry templates and management reporting analyses using advanced Microsoft Excel techniques. Worked with various parts of the business to drive the creation of business processes and creates policy documentation. • Built an end-to-end billing and revenue recognition policy around professional services (project accounting) that was signed off on by executive leadership and adopted by the company. • Researched and cleared more than 500k of aged deferred professional services revenue in the last year.

Orange County, California, United States

Drove accurate and timely billing, collections and cash application across all segments of the business including enterprise fleet software services, SMB fleet software services, professional services, travel expenses, GeoBase, traffic data and contract buyouts using the Intacct accounting platform and Salesforce.com (SFDC) CRM platform. Conducted contract review and provided proper on-boarding for new customers. Advised Operations, Order Processing and Technical Support teams regarding potential billing impacts. Collaborated with revenue recognition team daily to ensure maximum revenue is recorded for any given period. Fielded customer billing concerns, performed account reconciliations and issued credit memo requests as necessary. • Created and enforced billing processes and procedures for the professional services, GeoBase and traffic data business segments from the ground up to accommodate explosive 2x+ growth. • Spearheaded the effort to completely revamp the cancellation process, which eventually lowered cancellation process times from 60+ days to 30 days. • Reduced outstanding Accounts Receivable over 90 days past due by more than $500,000 in the last year.

Orange County, California, United States

Managed all cash applications, billing, collections, refunds and Accounts Receivable sub-ledger reconciliation for the company's largest entity using Microsoft Dynamics: Great Plains. Assisted Financial Planning and Analysis department in identifying areas to improve business processes on a monthly basis. Produced a monthly AR to GL reconciliation and high level bank reconciliation. Worked with Community Management to rectify any billing errors or changes in billing patterns. Independently on-boarded new clients to ensure a smooth billing transition from their prior management company to FirstService. • Created and implemented change to the billing process to reduce completion time by two days from seven to five days by creating Excel databases to do vlookups from as opposed to keying everything manually. • Developed a cash applications process from scratch for the AR Accountants that can be completed in one day and could be adapted to any entity in the company. • Reduced outstanding AR over 90 days by 50 percent in 3 months.

Orange County, California, United States

Solely responsible for posting all cash received for the United States, Canada and Latin America organizations using Oracle Financials R12 & 11i. Worked with international and domestic offices and subsidiaries to perform reconciliation of all intercompany accounts. Completed bi-monthly reconciliations using advanced Microsoft Excel techniques, such as vlookup and pivot tables, for all business conducted through the e-Commerce department. Assisted Internal Controls department with quarterly audits and maintaining a strict segregation of duties to prevent conflicts of interest. Worked with General Accounting teams to conduct timely month and quarter-end closings and integration of newly acquired businesses. • Developed and adapted change to Oracle Financials R12 cash posting process to cut process time by more than 50 percent. • Reduced RemoteScan acquisitions receivables by 100% from $346,000 to current month’s billings.

Orange County, California, United States

-Played a key role in preparing the banking center for the branch audit, which was overwhelmingly passed with flying colors.-Migrated business clients to Bank of America from competing banks in excess of 2,700 percent of my goal.-Earned market-wide recognition for leadership, inspiring team mates and operational excellence.-Aided home loan clients through the refinance, purchase and equity process and booked loans in excess of 1000 percent of my goal.

San Diego County, California, United States

-Achieved top-level district sales within my first month of employment as well as each successive month thereafter.-Achieved highest number of teller referrals of any branch teller in the last year.-Aided in the design of a new teller incentive system for client referrals, which tripled the amount of team teller referrals.

San Diego, California, United States

San Diego, California, United States

- Created and enforced policy and regulations which decreased the organization's accounts receivable by 80 percent over a period of two years.- Streamlined and revolutionized client payments for advertising contracts.- Daily application of customer payments, weekly invoicing and bi-monthly aging.- Integrated other necessary departments for situational problem solving with clients.- Implemented new and effective methods for securing confidential customer information.

Irvine, California, United States

- Responsible for daily customer transactions, customer relations management using Customer Relations Management (CRM) software, securing of confidential information, bank deposits and ATM/vault cash counts.- Recommend and make day-to-day sales of financial instruments and services beneficial to our customers.- Achieved top-level sales strata within my first six months of employment.- Maintain in-branch marketing and ensure marketing strategies are up-to-date, in compliance with corporate policies and sensitive to a diverse customer base.