Vincent Wurm

Vincent Wurm

Assurance Associate

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location of Vincent WurmSan Francisco, California, United States

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  • Timeline

  • About me

    Financial Reporting and Technical Accounting

  • Education

    • Portland State University

      -
      Bachelor of Science (B.S.) Economics, Finance, and Accounting

      Activities and Societies: Beta Alpha Psi

    • University of Oregon - Charles H. Lundquist College of Business

      2004 - 2006
      Master of Business Administration (M.B.A.) Business Administration and Management, General

      Activities and Societies: Beta Alpha Psi

    • University of Oregon - Charles H. Lundquist College of Business

      2004 - 2006
      Master of Accountancy
    • California Institute of Integral Studies

      2017 - 2021
      Doctor of Philosophy - PhD Anthropology and Social Change

      Research interests: Empowering human potential through the elimination of energy scarcity with environmentally friendly technologies that embody and synergize with post-scarcity world views and paradigms.

  • Experience

    • BDO USA

      Oct 2006 - Aug 2008
      Assurance Associate

      Audited the internal controls and financial statements of financial institutions, manufacturers and government contractors. Clients included public filers such as U-Haul and Sterling Savings Bank. Client size ranged from $18 million to $6.8 billion in total assets.

    • Emeritus

      Jun 2009 - Nov 2014
      Senior Techincal and Accounting Projects Accountant

      Improved the SEC reporting processes. • Drafted annual SEC filings, including Form 10-K, annual proxy statements, and associated compensation disclosures.• Contributed to all other aspects of SEC reporting, helping prepare and ensure the accuracy of all other filings including Forms 10-Q and 8-K.• Assisted with process improvements including XBRL tagging, Workiva implementation, and new systems integration.• Ensured compliance with SOX, GAAP, and SEC requirements, cross-training staff on the quarterly tie-out process.• Prepared and refined the consolidated statements of cash flows.Streamlined the valuation and disclosure of share-based compensation and retirement benefits. • Managed the reporting and valuation of all equity-based transactions including share-based compensation entries, executive compensation schedules, and associated disclosures.• Streamlined the preparation of the Company’s 401(k) financials, associated footnotes, and supporting schedules.Drafted guidance on complex accounting and valuation issues. • Drafted technical accounting guidance on business combinations, real estate acquisitions, stock compensation, share awards, asset valuations, lease transactions, and goodwill impairment.• Conducted quarterly non-GAAP analysis of current accounting practices.• Tested long-lived assets, investments, and goodwill for impairment, including the Company's $3.8 billion portfolio of 500 properties and joint-venture investments.• Handled real estate asset acquisition and business combination accounting on transactions ranging from one to 27 properties valued at $19 million to $409 million, respectively. Show less

    • Flow International

      Dec 2014 - Jan 2016
      Senior Financial Reporting and Technical Accountant

      Transformed private company reporting to SEC standards• Re-engineered the quarterly and annual financial reporting process, implementing Workiva and checklists to streamline reporting and compliance with GAAP and SEC requirements. • Maintained reporting timetables and monitored progress against reporting cycle milestones.• Ensured and documented compliance with internal policies, SOX controls, US GAAP, and SEC requirements.• Cross-trained foreign staff in the close-to-report process for external reporting.• Redesigned the consolidated statement of cash flows to better calculate and compile the cash impact of all activities of 13 foreign and domestic reporting units.Provided expertise on complex accounting and valuation issues. • Drafted technical guidance on complex issues and new accounting pronouncements including in‐ process research and development, revenue recognition, goodwill impairment, and business combinations.• Drafted and updated accounting policies • Updated key stakeholders about the impacts of new or proposed accounting interpretations, pronouncements, and other technical literature. Show less

    • Acucela Inc.

      Mar 2016 - Feb 2018
      Senior Financial Reporting Consultant

      • Assisted with the management and reporting of all equity-based transactions including share-based compensation entries, disclosures, and schedules for SEC and TSE (Tokyo Stock Exchange) filings. • Supported the SEC reporting process, using Workiva, a cloud-based platform for financial reporting, to review, update, and tie out annual and quarterly financial reports.• Assisted with the transition to International Financial Reporting Standards (IFRS).• Cross‐trained foreign and domestic staff in the tie‐out process for external reporting. Show less

    • California Institute of Integral Studies

      Aug 2020 - now
      Doctoral Student
  • Licenses & Certifications

    • Certified Public Accountant

      State of Washington Board of Accountancy
      Aug 2008
    • Passed 2014 CFA Level 1 Exam

      CFA Institute