Louis Li Email & Phone Number

• Played a pivotal role in revenue forecasting, revenue reporting, flux analyses, and disclosure workpaper preparation.
• Designed and streamlined a reconciliation process to ensure data integrity between legacy (SAP) and present (Oracle) systems.
• Developed the revenue forecast model for a $1B annual revenue subsidiary post-merger, enhancing forecast accuracy.
• Led strategic meetings with the BI team for seamless legacy data transition, creating user-friendly Excel sheets querying SQL databases.
• Delivered periodic Remaining Performance Obligation (RPO) disclosures, providing executives with insights into future committed revenue.

San Francisco, California, United States

• Managed full cycle accounting, financial reporting, and monthly forecast modeling in a startup environment.
• Handled accounts receivable, accounts payable, payroll, and ad-hoc reporting.
• Oversaw month-end closing processes, including journal entries, reconciliations, and cost allocations.
• Prepared and reviewed financial statements, performed flux analysis, and collaborated with the Controller on forecasting activities.

San Francisco, California, United States

• Prepared month-end journal entries, balance sheet reconciliations, and consolidations for multiple subsidiaries.
• Collaborated with the Controller on quarterly financial statements, performing flux and BvA analysis.
• Coordinated with A/P and A/R teams for timely and accurate postings, improving processes through Excel automation.

Portland, Oregon, United States

• Managed A/R billing processes, including account maintenance, invoice processing, and reconciliations.
• Coordinated with customers and operations teams to resolve discrepancies and disputes.
• Reviewed contracts, monitored accruals for revenue, credits, and rebates, and performed daily cash postings.

Guam

• Led month-end journal postings, account reconciliations, and financial statement preparations.
• Assisted with monthly forecasts and budget planning, coordinated external audits, and oversaw a 10-person accounting team.
• Directed Oracle system implementation, ensuring data integrity and improving accounting processes.

Guam