Sophie Trang Email & Phone Number

• Function as the primary stock plan administrator and manage all aspects of the company’s equity plans, including equity grants of Stock Options, PSUs, RSUs, NQOs, and ESPP. Daily administration duties include; global.
• Proven record of providing a superior level of customer service regarding stock plans and equity compensation to all levels of management, Board Members, and external shareholders.
• Manage ESPP open enrollment processes, including education for employees, coordination with payroll and accounting teams, performing the purchases in Shareworks, and calculations to ensure compliance for tax qualified.
• Design and conduct educational sessions, presentations, and communication materials for employees to support understanding of equity programs and policies.
• Partner with Legal, HR, Payroll, Accounting, and Finance to develop processes that ensure the accuracy of all equity data including reporting, reconciliation, and compliance.
• Ensure proper taxation is applied to all equity exercises and releases.

Irvine, California, United States

Irvine

• Managed overall business relationships with banks and vendors to maximize cashflow as well as handle daily operational duties covering HR, 401K, FSA, and Benefits.
• Led decision-making on health care, 401K, FSA, and payroll resulting in monetary savings for the company.
• Established necessary policies and guidelines consistent with the company’s growth.
• Created a three-year financial forecast for the organization.
• Collaborated with auditors and investors to provide financial information during Series funding.
• Managed the financial scope of system conversion from QuickBooks to the NetSuite ERP platform.

Irvine

United States

• Acted as an expert financial professional for clients. Duties included finance, general accounting, internal controls, and business management activities.
• Created quarterly forecasts for clients based on their annual budgets and provided reporting on actuals, reporting variances.
• Responsible for creating monthly management reports to show variances and progress and assisted with month-end close.
• Partnered with business divisions to ensure timely delivery of monthly and quarterly key metrics.

Anaheim, CA

• Managed budgeting and forecasting process for a $6B revenue pharmaceutical company including international and domestic business entities by working with business leaders. Prepared the annual and long-term plans.
• Transitioned budgets from Excel to Adaptive Insight for the budget planning system, resulting in 95% accuracy, increased visibility in real time and reduction of budget approval cycles.
• Established and formalized guidelines and processes for full cycle of budgeting and planning process.
• Consolidated financial forecasts and budgets, including multiple entities with different currencies resulting in better reporting visibility for senior management team.
• Interacted with department stakeholders to manage and assist with budget compliance, identifying key problems areas and supporting the financial aspects of new projects.
• Assisted with monthly general ledger closing process.

Buena Park, CA

• Supported Sales, Marketing, Business Development and special projects with financial management. Focused on expense and labor reviews, pricing strategies, accurate and timely reporting and account reconciliation.
• Assisted with creating Board of Directors monthly financial package for Sun Capital Investors.
• Worked with SAGE consultants to create financial reports giving sales, marketing, and manufacturing trends of volumes and spending visibility.
• Managed Account Payable department to ensure smooth transition from Cognos to SAGE.
• Identified and worked with critical vendors to implement payment terms resulting in increased reserved cash and working capital.

Fountain Valley

• Supported sales, marketing and business development in collaboration with executives of Flash Drive business division within Kingston Technology, a $6.5B privately held storage device Company.
• Managed planning, budgeting, forecasting and reporting of division’s operating budget.
• Performed and modeled ROI scenarios before promotions were launched ensuring product profitability.
• Analyzed and identified new business opportunities, new product development and evaluated risk / return of strategic investments.
• Development and enhancement of Cognos reporting.

Irvine

• Reported to Vice President of Finance / Corporate Controller for a $1.2B medical device division. Managed financial planning, reporting and analysis for G&A, Commercial Franchise and Global Strategic Marketing business.
• Developed and managed annual operating budgets for multiple business units.
• Conducted and analyzed monthly close, ensuring monthly trends were reviewed against forecast and variances were understood by the business groups.
• Member of SOX audit team, performed compliance tests within acceptable standards and schedule.

Newport Beach

• Managed financial planning, reporting and analysis for Senior Managing Directors of the Western region for a $3.5B commercial real estate service company. Managed annual operating budgets for various business units..
• Reviewed customer invoices, tracked client billings and made appropriate month-end accruals.
• Evaluated and supported internal controls and made recommendations for improvement.
• Streamlined the A/R collection process resulting in collecting money from clients faster.
• Conducted financial reviews with business executives and recommended solutions.