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