Intacct can help you master your transition to ASC-606 and IFRS-15. If spreadsheets are part of your revenue recognition and billing processes, you are headed into a “perfect storm” of regulatory change. To adopt these new guidelines, you need a financial system that’s supports this critical transition.
Learn how Intacct's best-in-class cloud ERP solution can improve your transition by:
--Automating the dual reporting that's necessary to both stay compliant and understand the impact of the changes on your results
--Tracking performance obligations even as your billing, packaging, and pricing models evolve
--Addressing all the new rules for revenue reallocation and expense amortization with automation, not spreadsheets
What every tech company needs to know to prepare for the new revenue accounting standards. The new revenue recognition standard ASC 606 represents the most widespread change to revenue recognition rules in recent years. The transition from a rules-based approach for rev rec to a principle-based approach has significant implications for the entire organization. Software and other high tech companies must ready themselves for numerous impacts across systems, processes and policies as they work toward compliance.
2017 07-26 Demystify the Government Contracting Challenges and Opportunities ...Raffa Learning Community
At the heart of every government contractor is a business system and effective cost structure that simplifies business process and improves productivity while supporting regulatory compliance. The ideal system focuses on making the system work for your business model and processes to keep you competitive in a cost sensitive environment.
Join industry experts from Raffa and JAMIS as we deliver insights and updates on effective indirect rate cost structures and 10% de minimis under the OMB Uniform Guidance, as well as introduce you to JAMIS Prime Cloud ERP, intuitive easy to maintain software designed for government contractors.
Intacct can help you master your transition to ASC-606 and IFRS-15. If spreadsheets are part of your revenue recognition and billing processes, you are headed into a “perfect storm” of regulatory change. To adopt these new guidelines, you need a financial system that’s supports this critical transition.
Learn how Intacct's best-in-class cloud ERP solution can improve your transition by:
--Automating the dual reporting that's necessary to both stay compliant and understand the impact of the changes on your results
--Tracking performance obligations even as your billing, packaging, and pricing models evolve
--Addressing all the new rules for revenue reallocation and expense amortization with automation, not spreadsheets
What every tech company needs to know to prepare for the new revenue accounting standards. The new revenue recognition standard ASC 606 represents the most widespread change to revenue recognition rules in recent years. The transition from a rules-based approach for rev rec to a principle-based approach has significant implications for the entire organization. Software and other high tech companies must ready themselves for numerous impacts across systems, processes and policies as they work toward compliance.
2017 07-26 Demystify the Government Contracting Challenges and Opportunities ...Raffa Learning Community
At the heart of every government contractor is a business system and effective cost structure that simplifies business process and improves productivity while supporting regulatory compliance. The ideal system focuses on making the system work for your business model and processes to keep you competitive in a cost sensitive environment.
Join industry experts from Raffa and JAMIS as we deliver insights and updates on effective indirect rate cost structures and 10% de minimis under the OMB Uniform Guidance, as well as introduce you to JAMIS Prime Cloud ERP, intuitive easy to maintain software designed for government contractors.
Net Lease Research Report 2016 Q1 | The Boulder GroupThe Boulder Group
The Boulder Group’s Research Department has released a new research report providing comprehensive numbers and analysis of the 1st quarter activity in the National Net Lease Market.
Do you have the right tools to measure your financial performance? Do you know what elements are necessary to guide your business? Based on last year's rave reviews, Autotask's own Chief Financial Officer, Vince Zumbo, will return to lay out the fundamentals of planning and monitoring your financials for success. Vince will be aided by Autotask Product Manager Joe Rourke who will demonstrate how you can apply what you've learned by leveraging Autotask to support your business' optimal financial health. This session is full of tips, templates and insights that are used by financial professionals today and can be used by organizations of all sizes.
[Presenters: Vince Zumbo & Patrick Burns, Autotask]
1. Resume
Janet Craft
Qualification: EA, CPA, MBA, MA, Master Tax Advisor
Email: JanetLicpa@gmail.com (Preferred)
Phone: 650 492 3154
415 879 0672
Professional Qualifications
• CPA –CPA Australia (License ID: 9209509) (2011)
• Enrolled Tax Agent - IRS USA (EA ID: 118397) (2015)
• SAP FICO Training Certificate (2007)
• H&R BLOCK Master of Taxation (ID:916397) (2015)
• Life&Health Insurance License agent (License ID: 486406221975) (2016)
• Silver Director in USANA Health Science (2009)
• Public Speaker of Agile Articulators Toastmaster Club - Speech and Debate (2016)
• Language (English & Mandarin)
Technical Skills
Drake Tax Software× SAP FICO× QuickBooks× MYOB× Handisoft× Solution6× Microsoft
Excel× Microsoft Access× Adobe Photoshop× Australian Taxation× US Tax× Accounts
Payable× Accounts Receivable× Account Reconciliation× Bookkeeping× Chris21× Yardi
Property Management× Payroll× Tax Audit Representation× Sales & Use Tax× Web Design×
Blockworks× Email Marketing× Direct Sales× Leadership Training× Intercompany Accounts×
Accounts information system× Financial Accounting× Cost Accounting× Risk Management×
Trading Strategies× Corporate Finance× Inventory Management× Life & Health Insurance
Licenses× Sports Nutrition× Online Sales Management× Planning Budgeting & Forecasting×
Financial Reporting× Tax Agent Training× Consolidated Reporting× Multinational Company
Management× ERP Implementations× Microsoft Outlook× Google Calendar× Telemarketing×
Outsourcing× Presentation Skills× Optical Character Recognition (OCR)×Business Objects
×WEBI× Essbase× SQL×BOBJ× HANA× ETL Demantra×Business Objects and Essbase
×MNC Shared Services×environment BPC (Business Planning and Consolidation)× Filemaker
×Keynote×KPI×BW×Business Objects×Experience in server setup & configure× BSD system
×Telco reporting tools×(BPC, Essbase,BW)×VBA×Filemaker×Subject Matter Expert (SME)
EDI OEM / DC / Carrier onboarding×webmethod/ EDI×tableau ×PPV× OEMs×Opex×OCOGS×
Event Management×salesforce× Mandarin
Working Experience
Liberty Tax & United Tax (12/2013-Current)
Position: Manager Assistant
2. • Tax reporting and compliance: review earnings & profits; tax filings and notifications;
identify and implement process improvements attachments to the tax return
• Tax planning: provide tax advice to business units and functions, issues identification,
development of alternative solutions, recommendation to business unit and functions,
assistance with accounting and tax information system implementation, and post-
implementation simulation
• Assist with development of legal arguments and management of external resources in
connection with audit and litigation during tax controversies
• Special projects related to tax planning and process improvement initiatives
• Researching and responding to information requests from auditors, second look
• Major contributor to the successful settlement of an IRS examination covering eight tax
years which dealt with revenue recognition and research and development issues.
• Responsible for preparing financial statements and payroll tax returns, Streamlined and
evaluated all corporate tax returns filed, Filing tax returns by previous reference of
various returns, management consulting, Estimation
• Advise clients in reference to SEC requirements and guidelines, state franchise tax and
sales tax, Form 2553, dissolution LLC-4/7&LLC-3, M-1, M-2 adjustment, year end
closing retained earning adjustment, payroll filing 940, 941, Loan reclassification
• Preparation for Individuals, partnerships, trusts, non-profit organizations, corporations, in
person, over the phone and online tax returns, also assisting in accounting services with
business and company(S/C corporations, LLC, Non-Profit Organizations)
• Prepared various tax returns, including FBT, PAYROLL TAX, GST, SUPER, BAS,
other provision tax accounts
• File sales/use tax returns: complete tax returns online or paper returns, effectively
handling all accounting and tax matters, including fixed assets, GL, payroll tax, property
tax, and franchise/income tax.
H&R Block (2015-2016)
Position: MasterTax Advisor
Learning & Training Areas:
Tax Specialist Certification Level
Senior Tax Specialist Certification Level
Master Tax Advisor Certification Level
Senior Tax Consultant Certification Level
Tax Consultant Certification Level
Tax Update (2016 Filing Season)
Annual Federal Tax Refresher (For AFSP)
3. Tax Associate Certification Level
Block Advisors Client Experience (2015)
Block Advisors Value-Added Solutions
Block Advisors - Marketing For Growth
TS16 CSO Agent DTC NH Assessment
TS16 CSO Agent Retail T1 NH Assessment
BlockWorks State Update (2015)
Circular 230: Staying Compliant (Fifth Edition)
Historical Representation Audit
Tax Advisor 3
Enrolled Agent
Income Tax Courses
Corporate Card Program
For more details please visit my website: www.weili2017.weebly.com
Department of Natural Resources (2002-2013)
Position: Vice President
Generate standard financial analysis including revenue sales margin and annual
operating budgeting forecast, model performance scorecards;develop sample
models; compare savings to forecastand/or budget;make assumptions and
methodology for predictive models, standard financial analysis and procurement
finance; cut costsaving opportunities in real estate expansion and development;
perform monthly rent CAM charges to lease agreements with assets re-use tracking
system; developed and maintained relationship with major real estate clients
increasing fee revenue by almost 100%; communicate effectively at all levels,
manage multiple projects simultaneously
Plan transactions and develop tax positions to ensure that reports of international
results in the most tax related efficient manner; manage the tax analysis and
reporting of international operations in a certain geography or business unit; manage
both tax and planning projects, assist auditing, provide primary and secondary phase
4. of complex tax returns and related issues; estimate statistics & complex tax payment
calculations; prepare tax provisions on a quarterly and annual basis; assist with the
re-engineering of the tax department data gathering processes;preparevarious
documents that will be submitted to tax authorities; supervise taxation departments
staff; provide up to date training and development to members of the tax function on
key tax rules; determine, consulting, change and develop accounting and tax policy
and advise the Division of Taxation regarding procedures;deal with non-standard
terms; utilize extensive department revenue recognition expertise; with solid
understanding of the P&L and FP&Areporting, analysis, and decision support;
identify process improvement opportunities; assist cross-functional alignment (Tax,
Accounting, Finance, M&A engineering, operations, marketing, Legal, and
Business); experience working with Internal and External Auditors; understand data
flows and system interfaces in multiple systems in order to successfully manage
processes;databasedevelopment administration; data conversion analysis; SAP,
Business Objects - WEBI, Essbase, BOBJ HANA, ETL; presentations with
Demantra, Business Objects and Essbase, MNC Shared Services environment BPC
(Business Planning and Consolidation), Excel, Filemaker, and Keynote, KPI, BW;
Experience in server setup & configure and BSD system, Telco reporting tools
(BPC, Essbase, BW) VBA, Subject Matter Expert (SME) EDI OEM / DC / Carrier
onboarding, webmethod/EDI, SQL, Tableau, PPV OEMs, Opex and OCOGS
forecast;
Possessin-depth knowledge of corporate income tax laws; set up the tax reporting
systems and processes forcorporation; assist in the preparation and comparison of
FAS109 calculations; include reconciling tax accounts on the income statement and
balance sheet for M1, M2, M3, preparing tax provision entries; develop reports, FAS
109 deferred tax calculations for annual report footnote; schedule M inter-company
transactions; tax forecasting; assist global tax department on inter-company projects;
provided acquisition assistance; recommended restructure resulting in more than
$100,000 sales tax saving; step up assets and undisclosed liabilities; optimize partner
P&L and ROIRTM(Route to Market) SLA(Service Level Agreement) with
initiatives focused on returns policy; study economic currency and pricing impacts
and the effects of inter-company pricing; forecast accuracy and ensure integrity of
the profit and loss; model revenue/gross margin; break-even analysis; and identify
fixed vs variable costsaving opportunities throughout the productdevelopment
cycle; track excess obsolete omission; analyze costdrivers of Sales Analysis
(standard, forecast, and actual costs);participate in manufacture & Supply Team
Strategies negotiation terms of sourcing; warehouse management systems and
distribution center operations; combine with G&A finance; process purchasing,
payment, G/L, Month end quarter-end analysis, objectives variance and payment
5. runs reconciliations adjustments, workflow, intra-company inventory revenue
technical and fixed assets accounting and global freight; master principles of US
GAAP, PRC GAAP and IFRS, SOS 404 integration with FAS 109, FIN 48, 5471's
and 5472's, U.S GAAP ASC 740 (FKA FAS 109), (ASC 740) calculations; maintain
information system experience prompting executive level; conductinitial country
research and analysis, due diligence analysis, systems requirements gathering, user
acceptance testing, and expansion documentation and communication; attend new
store construction project forecast; develop and implement automated solutions
around routine/repetitive streamline tasks process;automate changes and periodical
systematical metrics; compile various data elements for thorough analysis of global
products trends;classify different productlines, business cycles and sales team input
for the region; able to communicate with and explain financial concepts to non-
finance people; coordinate across all divisions working hours with the EMEIA
APAC team supports in Singapore
AR, AP, GL, Reconciliation, Reporting, periodical end closure, auditing
preperation, budgeting forecasting assistance, inventory management,
logistics summarization, inter-company transactions recording, autorization of
company documents assistance
Education
DBA (Pursuing Doctorate in Business administration) ---northwestern
polytechnic university US (in the process)
MBA (Master in Business Administration) ---Northwestern Polytechnic
University, USA
Master in Commerce(Accounting with Information Systems)- The
University of Sydney, Australia
Bachelor in Economics, Accounting --- Northeastern University of
China