Peggy Wan work email
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Peggy Wan personal email
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As a Certified Public Accountant (CPA) licensed in Canada, I bring over 15 years of comprehensive experience in accounting and finance across diverse industries including software development, semiconductors, computer networking, and IT service/consulting.in both Canada and the USA.CORE COMPETENCIESFinancial Expertise: Proficient in budgeting, forecasting, US GAAP, SOX compliance, financial system conversions, and process improvement.Technical Proficiency: Advanced Excel (VLOOKUP, pivot tables), SAP, Netsuite, MS Dynamics AX, MS Great Plains, Solomon, QuickBooks, JD Edwards, FRX Reporting Tool, ADP Payroll, Syspro, Crystal Report Writing.Financial Analysis & Reporting: Skilled in financial statement analysis, variance analysis, forecasting, budgeting, and financial reporting.Leadership & Collaboration: Proven ability to communicate and build relationships at all organizational levels, including direct collaboration with CFOs and C-suite executives.ERP Systems Implementation: Experience in the implementation and optimization of ERP systems, enhancing financial reporting and operational efficiency.Intercompany Accounting: Proficient in managing intercompany transactions, reconciliations, and ensuring compliance with transfer pricing agreements.Process Optimization: Expertise in streamlining workflows, automating repetitive tasks, and improving accounting processes to enhance efficiency and accuracy.Multilingual Skills: Fluent in Mandarin and Cantonese.
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Senior AccountantPure Storage Nov 2022 - Jan 2024Santa Clara, Ca, Us• Prepared flux analysis on various COGS, inventory and revenue accounts.• Performed reconciliation of inventory, operational expense and, marketing expense accrued liability accounts.• Performed month-end accrual journal entries for unposted marketing/operational expense.• Coordinated with Accounts Receivable team and Accounts Payable team to reconcile multi-year unreconciled large amounts in cash account.• Created documentation of journal entry processes for the COGS accounting team.• Prepared PBC items for quarterly/annual audit and responded to auditors on audit request. -
Senior AccountantWikimedia Foundation Jun 2022 - Oct 2022San Francisco, Ca, Us• Reviewed recurring journal entries on marketable securities accounts.• Prepared audit schedules and coordinated with auditors.• Managed month-end and year-end accrual journal entries.• Reconciled various bank and marketable security accounts. -
Senior AccountantAdobe Aug 2021 - Dec 2021San Jose, Ca, Us• Performed Reconciliation on bank, and payroll, tax, and operational accrued liability GL accounts. • Performed documentation on reconciliation process and unclaimed property filing process.• Implemented new processes to streamline the monthend close by creating excel templates for journal entries upload and using excel to link different reports. -
Senior AccountantArista Networks Aug 2019 - Jul 2021Santa Clara, California, Us• Assisted in the accounting integration of two newly acquired entities. • Performed flux analysis on operational accrual and payroll accrual accounts. • Managed global consolidation and monthly close of 25 entities, including intercompany balance elimination, FX translation, and CTA account analysis.• Designed and implemented new processes to streamline accounting close by using excel vlookup formulas to automatically update balance sheet account schedules. • Worked with payroll team to fix complex payroll accrual account errors caused by multiple jurisdiction payroll compliance and foreign exchange rate difference. -
Senior International AccountantImperva Mar 2019 - Aug 2019San Mateo, California, Us• Oversaw all intercompany transactions.• Managed global consolidation of 12 entities.• Handled local statutory audits of foreign entities.• Collaborated with Accounts Payable team and foreign accounting firms to resolve intercompany discrepancies.• Analyzed the foreign currency gain/loss account. -
Accounting ManagerIntematix Sep 2016 - Oct 2018Fremont, Ca, UsKey Accomplishment:• Stepped into senior management roles following the resignations of both the CFO and Controller, demonstrating leadership under pressure.Other Duties and Responsibilities:• Assisted in merger & acquisition accounting on due diligence and purchase price allocation calculation.• Developed financial reporting package that include key ratios, metrics and analysis • Responsible for oversight of all intercompany transactions, including compliance with transfer pricing agreements. • Assisted in preparing tax filing materials and corresponded with tax consultant in reconciling the tax schedules. -
Senior Consolidation AccountantIntematix Mar 2014 - Aug 2016Fremont, Ca, Us• Improved automation and streamlined the consolidation process by incorporating many excel formulas in financial reporting process. • Performed analysis of the CTA account and foreign currency gain/loss.• Performed quarterly sales return allowance reserve and bad debt calculation. • Perform revenue cutoff testing to ensure the revenue recognition criteria is met.
Peggy Wan Skills
Peggy Wan Education Details
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The University Of British ColumbiaAccounting
Frequently Asked Questions about Peggy Wan
What is Peggy Wan's role at the current company?
Peggy Wan's current role is Senior Accountant.
What is Peggy Wan's email address?
Peggy Wan's email address is pe****@****tix.com
What is Peggy Wan's direct phone number?
Peggy Wan's direct phone number is (510) 933*****
What schools did Peggy Wan attend?
Peggy Wan attended The University Of British Columbia.
What skills is Peggy Wan known for?
Peggy Wan has skills like Financial Reporting, General Ledger, Variance Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Consolidation, Sarbanes Oxley Act, Financial Analysis, Auditing, Us Gaap, Financial Statements.
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