Financial planning and investment management services including- Personal financial plan preparation- Portfolio management and investment research- Retirement planning and analysis- Cash flow planning- Equity compensation review- Tax planning and tax loss harvesting- College funding review- Risk management review- Estate planning

- Advise sales, marketing, operations, and legal of the revenue recognition implications of proposed business arrangements and draft agreements with licensees and customers.- Manage licensing revenue accounting operations and team.- Research and document revenue recognition accounting issues.- Provide revenue recognition training to Finance, Sales and Marketing, Legal, and other departments.- Analyze, review, approve system royalty calculation setups in accordance with pricing agreements.- Oversee, review, and perform monthly and quarterly close procedures.

- Researched revenue accounting topics to ensure proper accounting in accordance with US GAAP.- Established and reviewed VSOE policy and analysis.- Prepared weekly licensing revenue forecast.- Documented revenue recognition policy.- Reviewed royalty reporting forms and calculations to ensure consistency with pricing agreements.- Set up system calculations for royalties based on pricing agreements.- Validated royalty reporting via system calculations and agreement review.- Performed monthly and quarterly close procedures.

Public Accounting - Supervising Senior Associate in the Audit Practice- In-charge senior over integrated audits of financial statements and Section 404 of the Sarbanes-Oxley Act of 2002 for SEC clients including Symantec Corp., Tumbleweed Communications Corp., Corsair Memory, Inc., and Postini, Inc. (subsequently acquired by Google).- Planned audit and internal control testing procedures and approaches.- Directed professional staff in application of audit procedures, methodologies, and technical accounting.- Researched technical accounting topics to ensure compliance with regulations and to resolve accounting issues.- Reviewed enterprise revenue contracts and evaluated for proper accounting treatment.- Prepared and reviewed technical memos on financial accounting standards and Sarbanes-Oxley internal controls testing.- Performed financial statement and individual account analyses.- Trained professional staff in regulation requirements and firm methodologies.- Coordinated the international reporting with affiliates in performing global procedures.- Performed analyses over budgeted versus actual hours to monitor and plan resources for audit engagements.

Public Accounting - Audit Associate performing financial statement audits for clients including Keynote Systems, Tumbleweed Communications Corp., Wyse Technology, Niku Corp. (subsequently acquired by CA), Solectron Corp., and Symantec Corp.- Gathered client data and audit evidence, performed reviews of internal controls, and evaluated audit evidence for compliance purposes.