Joy Wu Email & Phone Number

Pleasanton, California, Us

San Jose, California, Us

San Jose, California, Us

-Key member in successful acquisition of Qlogic Corporation in August 2016, including tax planning for using offshore Qlogic cash, debt issuance, system integration of Workday HCM, Oracle ERP, and IP structure reorganization;-Key member of the Form S-1 preparation for the Company’s successful IPO in May 2007, including working closely with the auditors to wrap up 3-year audits, preparing various financial and footnote schedules, coordinating with legal, auditors and management team on accounting, stock, tax issues;-Manage all financial functions including month end close, worldwide consolidation, payroll, AR, AP, fixed asset; prepare monthly financial statements; coordinate quarterly and annual audits; supervise 20 staff worldwide in both their career and personal development;-Manage cash flow and cash forecast for worldwide entities including tax planning for dividend distribution, APB 23 assertions, etc.;-Manage SEC reporting for 10-K, 10-Q, 8-K, Form 4 and 5, etc., including reviewing financial statement, footnotes, and MD&A schedules;-Owner of stock administration, review and process stock grant, exercise, tax withholding, and manage the financial accounting of stock options and awards including ASC 718;-In charge of setting up and managing all international subsidiaries’ financial accounting function, including statuary audit, monthly subsidiary reporting template/package; advice on GAAP reporting;-Managing all aspect of tax issues including implementation of international tax structure, effective tax rate, quarterly and annual tax provision, FIN 48 issues; manage all aspects of the inter-company transactions including system implementation; lead R&D credit study, manage annual transfer pricing studies for various transactions;-Integrate and manage eight acquisitions from accounting perspective including business valuation, system integration, financial reporting and consolidation, purchase price allocation; goodwill and intangible impairment analysis;

Mountain View, Ca, Us

Finance Director – FP&A (July 2005 to April 2006)-Manage all aspects of financial planning, reporting, and budgeting for the consumer division, newly created through acquisition by Avid Technology-Key member of the integration team for financial reporting and ERP systems due to acquisition-Manage division P/L for annual revenue of over $150M, work closely with division manager and VP of Finance in dealing with critical accounting issues and business operation needs-Prepare annual budget, provide forecast, support strategic plan analysis -Manage and prepare month end close and management reporting package, analyze quarterly performances, support VP of Finance in preparing QBR dataFinancial Planning and Reporting Manager (March 2004 to July 2005 ) -Managed $68M expense budgets for COO’s worldwide team that included develop budgets, monitor expenses, review and communicate unusual spending with the cost center managers; prepared ad-hoc analysis for specific projects and business needs-Prepared MBO accrual and payout calculations for the group on a monthly basis, and worked closely with VP and Director of Finance in compliance with SOX 404 policies and procedures-Created and prepared rolling 6-quarter revenue, units, margin, ASP analysis for major consumer product lines -Created, and prepared and analyzed monthly broadcast customer service PL by revenue type, product group and region; Prepare weekly flash report for broadcast group that includes billing, bookings, and backlog information-Worked closely with revenue manager in identifying revenue recognition issues -Manage worldwide foreign exchange program, enter forward contracts, review FX positions on a weekly basis, coordinate with subsidiaries in meeting its foreign currency requirements, inter-company payments, etc.

Us

-Managed all accounting functions including general ledger, accounts payable, fixed assets, payroll and bank reconciliation-Designed and implemented accounting policies, procedure, and accounting tools to streamline accounting process and enhance internal control-Prepared monthly financial statement and performed financial analysis for the President and institutional investors-Assisted senior VP of corporate operation in the planning, coordinating and consolidation of the annual budget-Researched and track competitors’ financial data, industry trends, and market information-Ensure compliance on income tax return, sales & use tax return and property tax return reporting

New York, Ny, Us

Tax Manager (Mountain View office , July 1999 to June 2000)-Engaged in consultation services including software revenue recognition, stock options plan, net operation loss limitation, earning stripping, and etc.-Assisted clients on structuring foreign entities for total tax minimization, advice on transfer pricing issues, coordinate with KPMG foreign offices for client issues in foreign countries-Managed 25 to 30 multi-national, multi-state clients for the tax department with a revenue base of $600,000+-Participated in solicitation of new clients to hire KPMG for tax and consulting services-Coordinated client work by preparing budgets, assigning staff and negotiating fees for tax compliance, special projects, audit disclosure and other-Supervised 5 professional staff in their career advancementTax Staff to Supervising Senior (New York Office, January 1996 to May 1999 ) -Provided consultation services to clients on international tax issues such as foreign tax credit, foreign sales corporation, transfer pricing, controlled foreign corporation, etc. -Prepared federal income tax returns, multi-company consolidation, multi-state combined returns for various entity types-Coordinated and negotiated with IRS, state and local tax authorities on tax return examinations-Mentored several staff, reviewed multiple tax returns and estimates, and led tax training sessions-Engaged in state tax projects including California world-wide unitary filing, state tax exposure study for multi-national companies

Master'S Degree, Taxation

Master, Accounting

Information And Library Science