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Revenue Accountant

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  • Timeline

  • About me

    Sr. Director, WW Sales Compensation

  • Education

    • Aptos & Santa Cruz High

      -
    • Cabrillo College

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    • University of California, Santa Cruz

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      UCSC - Extension Courses

  • Experience

    • Inso Corporation (formerly Sherpa Corporation)

      Jun 1998 - Nov 1999
      Revenue Accountant
    • Nortel Networks (formerly Clarify)

      Nov 1999 - Dec 2000
      Revenue Accountant

      • Prepared Weekly Bookings Flash Reports & Monthly Revenue Reports.• Prepared Month End Reconciliation Reports. • Worked with the PeopleSoft Consulting Team continuously improving on Revenue system processes and strengthening system weaknesses. • Worked with Order Entry Team in ensuring accurate bookings of all Orders.• Worked with Commissions Analyst providing guidance on bookings & commission issues.

    • Mercury Interactive

      Dec 2000 - Apr 2007

      (January 2004 – April 2007)• Managed a staff of 10 supporting 2,000+ Sales Reps WW.• Responsible for capturing, analysis and decimation of nearly $1B/yr in Bookings data.• Responsible for timely & accurate calculation of Americas Commissions Statements in accordance with Comp Plans (58 active Plans = $30M).• Identified, designed and implemented several process improvements and reconciliations to ensure SOX compliancy with Bookings and Referral Fees = approx. $1.5M/yr.• Responsible for Referral Fee Liability Payment Schedule and Accrual entry along with business processes and relationships.• Participated as Finance Representative in the implementation of Siebel 7.5 (GCRM) with go-live of October 2003. • Participated in all phases of the GCRM business process and technology deployment life cycle, including business process design, requirements identification and resolution, functional design and development, quality assurance, training program design, delivery and user acceptance activities.• Partnered with IT and Siebel BAs to automate the Bookings Report via Siebel Database & Business Objects. Show less (December 2000 - December 2003)• Revenue Manager for Central and Southeast Regions = $240M/yr Bookings.• Managed a staff of 8 (comprising of 2 Sales Order Analysts, 2 Collections Analysts, 2 Commissions Analysts and 2 Bookings Analysts).• Responsible for all aspects of Revenue Accounting, Sales Order Administration, Invoicing, Collections, Sales Commissions and Bookings.• Responsible for contracts review for proper revenue recognition based on SOP 97-2 and 98-9.• Responsible for maintaining the Partner Referral Fee Schedule and Accrual entry. Show less

      • Sr. Manager, Bookings, Commissions & Revenue Sales Operations

        Dec 2000 - Apr 2007
      • Manager, Revenue Operations & Commissions

        Dec 2000 - Apr 2007
    • Hewlett-Packard (formerly Mercury Interactive)

      Dec 2000 - Apr 2007
      Sr. Manager, Americas Commissions & Bookings

      *HP acquired Mercury Interactive in November 2006.*

    • PGP Corporation

      Jul 2007 - Jan 2009
      Manager, Revenue Accounting

      • Managed WW Revenue and Billings.• Worked closely with Sales Operations & Sales providing assistance in resolving orders issues affecting commissions.• Reviewed contracts and significant orders to ensure compliance with SOP 97-2, 98-9 and related pronouncements, working closely with Legal & Sales Teams to provide guidance and assistance during contract negotiations.• Manage revenue team in monthly/quarterly close, revenue reporting, reconciliations and analysis.• Prepared global revenue and deferred revenue reports to support internal/external reporting requirements.• Prepared monthly royalty reporting and entries and calculate and review quarterly VSOE analysis.• Interfaced with auditors related to revenue/deferred revenue and reconciliations.• Ensured revenue accounting policies are documented and applied consistently. Show less

    • Arcot Systems

      Apr 2009 - Jul 2009
      Revenue Accounting and Audit Reconciliation (Consultant)

      • Managed Revenue Reconciliation, Reporting and Analysis. • Built Revenue Recognition Schedule in Excel used to test and reconcile Access DB records, adjusting Access DB as necessary.• Review revenue contracts against SOP 97-2 & related pronouncements, adjusting recognition schedule accordingly.• Managed Billings Operations ensuring accuracy with receivables and collections numbers.• Worked with Commissions Analyst providing guidance on issues.

    • Adchemy

      Jun 2009 - Dec 2009
      Sr. Revenue Manager

      • Managed Revenue Reporting and Analysis. Review revenue contracts working closely with Corporate Counsel and Sales to ensure compliance with Company’s revenue recognition guidelines & practices.• Managed Billings Operations ensuring accuracy with receivables and collections numbers.• Responsible for ME Close and Reconciliation for Revenue and Commissions.• Managed Commissions and Incentive Bonuses working closely with HR and Sales VPs to resolve Plan questions.

    • Echelon Consulting at Cisco

      Jun 2010 - Mar 2011
      Global Sales Compensation Operations Planning & Excellence

      • Responsible for identifying and reporting on KPIs of sales performance used in sales effectiveness analysis, Operational metrics, incentives design, and cost of sales modeling for 10,000+ Sales Reps WW.• Designed and built complex but scalable & repeatable financial models and obtained buy-ins from key global stakeholders.• Collaborated with business partners in Sales Ops, H/R, Finance, and Payroll to drive on-going process improvements to ensure efficient, timely and accurate payout calculations and reporting are achieved.• Served as WW Comp Analyst supporting In-Theater Commission Analysts to create the theater comp effectiveness package - socializing and optimizing the production to influence next fiscal year comp plan design. Show less

    • CA Technologies (Nimsoft Organization)

      Mar 2011 - Jun 2013
      WW Sales Compensation Manager

      • Ownership of the WW Sales Compensation process: 250 Sales Reps.• Managed the monthly commission accrual and calculation process.• Validated and audited monthly reports for accuracy. • Interacted with sales employees and resolved commission issues. • Worked closely with Xactly Premium Support as needed.• Improved and re-engineered processes related to sales compensation.• Created and distributed sales comp plans. • Prepared quota attainment analysis on compensation as well as other sales metrics for Sales Management and E-Staff. • Partnered with CA & Nimsoft HR, Finance, and Sales Operations & Sales Management Team to to drive on-going process refinement to improve the accuracy and efficiency of accruals, payout calculations and reporting. Show less

    • Various Companies in the South Bay

      Jul 2013 - Oct 2014
      Sales Compensation Consulting Engagements

      • Reengineer the Commission Process with Business Partners in Sales Ops, Finance & HR.• Manage Xactly system implementation along with administration of Comp Plan changes.• Prepare and validate monthly commission calculations against compensation plans. • Prepare and reviewe ME/QE/YE accounting accruals and reconciliations for commissions.

    • Akorbi Consulting at Google

      Jul 2014 - Oct 2014
      Enterprise Sales Compensation Program Administration & Operations
    • MongoDB

      Oct 2014 - now

      WW Sales Compensation Planning, Administration & Analysis

      • Senior Director, WW Sales Compensation

        Aug 2023 - now
      • Director, WW Sales Compensation

        Aug 2021 - Sept 2023
      • Sr. Manager, WW Sales Compensation

        Feb 2020 - Aug 2021
      • WW Sales Compensation Manager

        Oct 2014 - Feb 2020
  • Licenses & Certifications

    • Accounting for Software Revenue Recognition

      Executive Enterprises
      Jun 1999
    • Software Revenue Recognition

      PwC
      Nov 2008
    • Managing Up, Down, and Across the Organization

      LinkedIn
      Feb 2025
      View certificate certificate
    • Business Object Advanced Reporting

      Business Objects
      May 2006
    • Business Objects Core Reporting

      Business Objects
      May 2006
    • Xactly Incent Administration

      Xactly Corp
      May 2014
    • Xactly Incent Certification Exam: Level 1

      Xactly Corp
      Jun 2020
    • Business Objects Intermediate Reporting

      Business Objects
      May 2006
    • Xactly Analytics Administration

      Xactly Corp
      Feb 2019
  • Volunteer Experience

    • Volunteer

      Issued by San Francisco Bay Area Super Bowl 50 Host Committee on Oct 2015
      San Francisco Bay Area Super Bowl 50 Host CommitteeAssociated with Prev Dole