Sophie He is a seasoned finance professional with over 15 years of experience in finance, accounting, project management, budgeting, and reporting. She currently works as a Senior Accountant and Project Manager at The William Flora Hewlett Foundation where she leads various projects, prepares financial reports, and performs accounting and auditing functions. Previously, she worked as a Senior Business Analyst and Budget Analyst for Symantec and Advantest America Corporation, respectively, where she improved financial systems and models, led budgeting and forecasting, and implemented cost savings initiatives. She holds an MBA in Finance and an MS in Accounting with a focus on Tax and MIS from the University of Oklahoma.

1. Sophie He
Cell: 408-480-2331 Email: he_sophie@yahoo.com
Certificate: Active CPA Certificate Number: 106791
Skill Summary:
Seasoned Finance Professional with progressive responsibilities in Finance and Project
Management. Solid understanding of GAAP, FP&A function, forecast, budgeting and data flow.
Professional Experience
Senior Accountant /Project Manager 2007 – now The William Flora Hewlett Foundation
Menlo Park, CA
 Designed and implemented the process in managing vendor file
 Review the vendor setup and 1099 transactions; Generate and file 1099/1096
 Established the procedure for Section 1441 and manage the 1042 filing
 Led the projects on GP upgrade, Matching Gift Program upgrade
 Spearheaded the projects of moving expense reports and vendor invoices payments online
 Manage the reporting structure, general ledger structure in Great Plain and reporting system
 Own the monthly, quarterly reporting package and ensure its integrity
 Lead Capital Budgeting, Fixed Assets Inventory process
 Manage F/A from AP coding, Addition, Depreciation, and Disposition to reconciliation
 Perform variance analysis and accounts reconciliation on assigned functional accounts
 Final reviewer on expense reports for complete documentation, coding before payment
 Provide auditing schedules for interim and annual audit
 Prepare Property Tax Return, Sales Tax and some other government surveys
 Budget liaison with IT, Facilities and other admin departments in expense control
 Own the annual document retention and bench marking with peer Foundations
 Security Administrator for Finance Department in managing KwikTag, Great Plain,
Corporate credit cards, user in IRS site
Senior Business Analyst 2006-2007 Symantec Corp. Cupertino, CA
 Improved Hyperion Revenue Application for FP&A use by defining the functional spec,
evaluating the weakness and needs for existing application.
 Defined function spec for Facility Allocation tool; converted an access/ excel-based tool into
a web tool where manual calculation was replaced by the system
.
Budget Analyst 1999-2006 Advantest America Corporation Santa Clara, CA
 Only person responsible for budgeting, forecasting & reporting
 Led the whole $40 million-budgeting for over than 60 cost centers twice a year
 Prepared and coordinated financial schedules for external auditing, tax returns
 Created more than 20 excel-based models for e-filing the government reports and survey
 Participated in documentation on internal control in compliance with SOX 404
 Initiated cost reduction and promoted accurate expense allocation throughout the company
 Saved $1million for the company with enhanced cost-control with a cross-functional team
 Awarded for saving $120,000 on telecommunication expenses through tight cost tracking

2.  Prepared monthly JE on assigned accounts(Sales, Inventory, COGS, Prepaid, etc)
 Prepared monthly reports on Gross Margin, Inventory and various expense analysis reports.
Accomplishments
 Successfully eliminated B-Notice through enhanced vendor card management
 Researched and implemented the 1042 reporting process
 Saved Finance Department 25% of check run by outsourcing Matching Gift Program
 Shortened the payment cycle of Expense reports by 15 days by leading and implementing the online
expense reporting project
 Brought better visibility on Finance’s actual Turn-around-time on payment processing
Education
M.S Accounting University of Oklahoma, Norman, OK. Tax & MIS August, 1999
MBA University of Oklahoma, Norman, OK. Finance May, 1997