Ivan Osorio Email & Phone Number

Wilmington, MA, US

Greater Boston, US

Waltham, Massachusetts, US

• Developed internal control guidelines, policies, and procedures to maintain strong SOX compliance.
• Prepared monthly financial statements and reporting for management, investors, and boardreporting.
• Reviewed customer contracts in order to recognize revenue under new standards ASC 606.
• Developed and maintained SaaS Metrics and KPIs integral to the business such as customeracquisition cost, customer lifetime value, monthly recurring revenue, annual recurring revenue,and cash burn rate.
• Worked with other members of management to develop an annual operating budget.
• Performed financial forecast and cash projections.

Bengaluru, Karnataka, IN

• Oversaw accounting operation in the U.S. and India.
• Standardized the monthly close process across both subsidiaries.
• Prepared the monthly consolidation package with corresponding financial statements and management reporting.
• Supported budget and forecast activities.
• Developed internal controls and accounting policies.
• Worked closely with banking representatives to leverage foreign exchange instruments in order to hedge for currency purchases (INR).

Lexington, MA, US

• Lead a successful implementation of a new ERP system (Sage Intacct) core financials, time & expense, and revenue/billing as it relates to ASC 606 and 605.
• Review customer contracts to ensure proper revenue recognition in accordance with GAAP.
• Oversee accounts receivable, accounts payable, general ledger, and travel and expenses processes and systems.
• Manage day-to-day accounting operations and manage month-end close to ensure accurate and timely close and financial statements conforming GAAP.
• Manage and supervise treasury activities.
• Maintain internal controls and compliance of company policy.

Armonk, New York, US

-Prepare and record asset, liability, revenue, and expense entries by compiling and analyzing account information. -Balance subsidiary accounts by verifying, allocating, posting, reconciling transactions.-Maintain fixed assets accounts and associated depreciation schedules.-Summarize the financial status by collecting information to prepare the balance.

Wakefield, MA, US

-Accounts Receivable activities include assist with client year end audits.-Liaise with outside accountants to assist with monthly client bank reconciliations for accuracy. -Generate financial reports such as Profit & Loss Statement, Balance Sheet, and Accounts Receivable Aging Summary -Automate the creation of invoices into QuickBooks by using Transaction.

Bachelor Of Science (B.S.), Corporate Finance

High School