Tamar Serna, Cpa, Mba Email & Phone Number

Santa Clara, CA, US

• Lead, influence, and drive results in ongoing quote-to-cash and revenue business initiatives.
• Optimize team to align with overall business strategy via process improvements, policy updates, cross-functional collaboration, and system implementations (IronClad, ZuoraRevenue, ZenDesk, LogiSense).
• Transform team performance through structured management practice of communication to drive accountability, enhance cross-functional interactions, and stakeholder engagement.

Palo Alto, California, US

• Lead, hire, and train a global accounting team (APAC, EMEA, US) to execute all accounting processes, including normal cycle of budget development, period closes, audit, and tax compliance.
• Strategized with C-suite to successfully ensure compliance with investor, local, US, and International statutory guidelines.
• Pilot GAAP standards, prepare technical accounting memos, Netsuite administration, and spearheaded implementation and audit of ASC 606 and ASC 340 to be fully GAAP compliant.
• Improve Accounting team performance through structured management practice of communication to drive accountability and enhanced cross-functional interactions and stakeholder engagement.
• Reduced close schedule by 50% by optimizing and streamlining financial statement delivery controls.
• Oversaw cross-functional teams to develop processes and ensure accounting readiness for new product release.

Redwood City, CA, US

• Implemented and improved processes and policies in a fast-growing start-up environment, including general ledger, stock plan administration, corporate filings, audit, taxes, and insurance.
• Calculated and analyzed equity reports to prompt company-wide stock re-pricing.
• Mobilized cross-functional team to develop annual variable compensation plans to modernize and properly incentivize sales force.
• Pioneered increase of monthly balance sheet reconciliations by 30%.

• Spearheaded conversion from Oracle to SAP, including data migration, training and implementation.
• Hired, trained, and managed Finance department contractors and employees to support expanding operations.
• Managed A/R, A/P, purchasing, month end reconciliations and analyses, tax forms, and audit.

• Created procedures/policies to enhance efficiency, become GAAP compliant, and fully audit ready.
• Served on the Financial Oversight Committee to review, update, and implement new accounting policies and procedures.
• Oversaw A/P, A/R and G/L activities, bank and credit card statement reconciliations, and filing quarterly sales tax reports, and prepared financial reports for presentation.

• Prioritized daily, monthly and annual duties including A/P, A/R, G/L on a cash system (TRAMS), and Payroll (ADP).
• Reconciliation of bank and credit card statements.
• Corresponding with employees, clients and vendors on all accounting and human resource matters.

Santa Clara, CA, US

• G/L entries for month-end close (Oracle)
• Aid in quarterly physical inventory counts
• Various A/P and A/R responsibilities
• Review/correct orders for proper invoicing.
• Various reconciliations

Master Of Business Administration (Mba)

Bachelor Of Science, Global Studies

Associate Of Science, Accounting