Jacob Nava-Coulter Email & Phone Number

South San Francisco, Ca, Us

Visit us at http://oc.makerfaire.com/

Burlingame, California, Us

San Francisco, California, Us

Lead team of eight through massive system, team, and process changes. - Organized and executed team initiative to recover from partial ERP system implementation. - Launched a Microsoft Teams "Accounting Help Desk" tool to ensure support coverage for internal business partners while reorganizing the department. - Implemented numerous automation tools including BAI integration, ADP general ledger interface overhaul, positive pay transmission, and monthly mass egress of credit card transaction receipts. - Organized and coordinated a massive grant billing true-up, involving 17 people from 9 departments and complex calculations, and resulting in $568K of additional revenue. - Designed and drove the 2021 budgeting cycle.

San Francisco, Ca, Us

Lead team of five through numerous challenges, projects, and organizational changes. - Executed risk-based approach to achieving 100% reconciliation of high risk balance sheet accounts. - Lead a Procure to Pay project through design, finance committee approval, testing, and rollout. - Dramatically reduced team working hours during close through review and redesign of workflow cadence. - Researched and produced complex and dynamic excel based modeling of labor costs to support forecasting for PPP related organizational decisions. - Designed fully remote AP invoice submission for shelter in place with menu of three fully fleshed out options with instructions utilized with great success by operational accounting team. - Managed coordination of financial statement audit.

San Francisco, Ca, Us

Responsible for leading a team of five and revamping operational accounting organization, including AP, Procurement, Payroll, and other areas. - Rebuilt trust in AP team through application of experience, best practices, methodical review, and transparent processes. Virtually eliminated emergency check runs and scaled processes to reduce work. - Utilized previously unused system capabilities to scale, automate, and improve processes including digitizing record retention, reducing work and enhancing quality of record keeping. - Facilitated close acceleration by redesigning payroll, fixed assets, accounts payable, accrued expenses, and other accounting processes in order to bring a 30 day close to a 5 day close.

Managed large asset purchase payout calculation, identifying adjustments that saved the company over $900K.Cleaned up bank reconciliation backlogs for major accounts.Redesigned main account cash posting process, creating a mapping template using complex embedded criteria to automate most coding.Drove automation of broker referral fee calculation.Taught department wide Excel seminar.Proposed process change, eliminating unnecessary bank transfers.Redesigned and managed process for main division's AR entries, including allowance for bad debt.

Campbell, California, Us

Managed team of 4Directed international subsidiary accounting for Russia, Singapore, and the UK.Managed Quote to Collect (bookings, fulfilment, customer invoicing, and collections), Procure to Pay (purchase orders, receiving, vendor bills, and cash disbursement).Set up and managed Amex Corporate Card Program.Designed and created automated reports in NetSuite.Managed Financial Statement AuditManaged Sales Tax Audits (successfully reduced assessments significantly).Supported Legal entity setup in RussiaCreated, reviewed, and issued financial StatementsManaged regulatory reporting (3921 including 6039 for ISO exercises, 1099, income tax, and property tax)Managed royalty reportingManaged investor reportingManaged debt compliance reporting Set up banking in Russia.Reviewed employee expense reportsManaged consolidation and intercompany transactions in NetSuitePerformed Notarizations

New York, Ny, Us

Cleaned up accounting records, established accounting procedures, and helped the company transition through two system changes.• Resolved three month bookkeeping backlog by single-handedly establishing and loading beginning balances into a new accounting system, Intacct. Later, facilitated transition to NetSuite.• Created several guidelines and processes that allowed the accounting function flow more smoothly such as weekly cash processing, capitalization thresholds, option exercise accounting flow, and stale check resolution.• Monitored and managed almost half of all GL accounts. Performed hundreds of reconciliations, including all of the company’s twenty-seven cash accounts, global fixed assets, payroll liabilities, deferred rent, deposits, and many more.• Caught undetected duplicate payment, saving the company over $150,000• Discovered a back-door method of uploading Expensify reports into our accounting system, and in two hours, designed a template that turned the six hour task of inputting employee expense reports into a twenty minute task.• Helped build company culture and connect teams by founding and running a weekly game night.

I run a Tax-Aid clinic with my fellow CPA, Jerry Stern and Taxtastic legal eagle, Ora Grinberg. Our clinic, like all Tax-Aid sites, helps low income tax payers get their returns done. We manage about twenty volunteers a session and hold around five sessions each season. It's a great thing to do for the community, a fantastic learning/growth experience, and fun! Please Volunteer for my site in 2014http://www.tax-aid.org/

London, England, Gb

AP management, Account management, Accounting Process development.

Acted as an interim accounting Consultant.Resolved three month backlog of account reconciliations.Worked through six month backlog of business license renewals.Resolved Two year backlog of stale checks.Assisted in reporting compliance.

Freelance CPA services. Low income and non-profit consultation.

London, Gb

Planned and implemented attest services including Review, Financial Statement Audit, and Statutory Audit.

Santa Cruz, Ca, Us

I tutored students in Introductory Accounting and Intermediate Accounting.

Menlo Park, Ca, Us

Summer break work as administrative staffer.Performed filing, reception, and administrative tasks.

Master Of Science (M.S.), Accountancy

Ba, Business Mgmt. Econ. - Accounting