Jonathan Jun Email & Phone Number

San Jose, CA, US

New York, New York, US

• Managed team of 4 accounting staff, overseeing AR, AP, banking, fixed assets, prepaid expenses, accrued expenses, and other accounting functions
• Compiled monthly, quarterly, and annual reporting for management, including financial statements, revenue reporting, and COGS/Gross Margin analyses
• Managed process for consolidating books with new acquisitions, particularly new software and manufacturing entities. as well as setting up accounting policies and procedures for those new entities and revenue streams
• Led accounting team in providing support to external auditors for quarterly and annual audit support, as well as for SOX control audits
• Interfaced with external parties regarding due diligence for potential sales and acquisitions, providing walkthroughs, schedules, and any supporting information required

New York, New York, US

• Collaborated with leadership on pricing strategy for a new product line with a key customer, leading to over $300,000 of new sales in Q2 2020
• Primary architect of a new system for managing credit terms for customers, driving over $100,000 in sales and streamlining the workflow for the sales and accounting teams
• Led the planning and implementation of Avalara to automate sales tax calculation, filing and reporting, eliminating 95% of manual work required for filing in 43 states
• First line approver for all accounting work by junior level staff
• Oversee the onboarding and training process for all new finance and accounting team members
• Produce monthly financial statements, and maintain management reporting such as Revenue, COGS and Gross Margin analyses, as well as forecasts and budget variance analyses

New York, New York, US

• Brought the company a $200,000 VAT refund from prior years as a result of streamlining the VAT reporting process
• Served as the sole accounting lead and point of contact for several annual external audits, including a year with no executive leadership oversight
• Planned the transition and implementation of NetSuite accounting system, which improved reporting and reconciliation, reducing monthly close times by 17%
• Coordinated with department heads, on generating customer statements, custom billings and pricing arrangements, resolving payment issues, and handling chargebacks, disputes, and fraud
• Compiled annual budgets and monthly spend variance analysis

New York, New York, US

• General ledger responsibilities including bank and AR reconciliations as well as sales tax and VAT reporting

New York, New York, US

• Owned AP process and general ledger, managing payables amounting to over $15 million annually for over 150 vendors

• Digitized client records, completed bank and payables reconciliations, and generated expense reports for clients. Manually input and managed data and journal entries using the QuickBooks and Excel programs