Tuesday, July 17, 2012

My Resume: Raj Dhawan, CPA, MBA, Controller


Raj Dhawan, CPA, MBA, Controller
1755 O’Farrell St. #PH-1B           San Francisco, CA 94115              Ph: 415.931.0750                  C: 415.608.0350
Residency Status: US Citizen


CONTROLLER / SENIOR ACCOUNTANT POSITION
with comprehensive experience in
FINANCIAL STATEMENTS     INVESTMENT BANKING                  INTERNAL CONTROLS             MONTH-END CLOSE
PUBLIC ACCOUNTING            HEALTH-CARE EXPERIENCE                NON-PROFIT    REGULATORY REPORTING
CASH MANAGEMENT             BUDGETS & FORECASTING         COST ACCOUNTING   BUSINESS & INCOME TAXES
AUDITOR / AUDITS / EXCEL GAAP/OMB-133/SOX            CLOUD ACCOUNTING    CRM / ERP / E-COMMERCE


PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

NetSuite / Cloud Accounting / Start-Ups / SMBs                                                                                         Feb’2012 – Present
                                P/T Consultant to CFOs, Controllers
                                Consulting with Start-Ups, Small & Medium Sized Businesses on Accounting and Financial Needs; Generating Financial Statements; Cloud Accounting with CRM, ERP. Seeking F/T opportunity.
Security Finance, Financial Services, San Francisco, CA                                                                         Aug’2006 – Jan’2012
                                Controller
Managed the monthly close process, compiled financial statements, budget vs. actual variance analysis, regulatory filings, income tax returns, coordinated annual audit process, compliance with GAAP, minimum supervision, technical accounting, account reconciliations, resolve discrepancies, collections and accounts receivable, cash flow statement, internal controls, manage risks and prioritize, advanced Excel skills, strong written and verbal communication skills, journal entries, management reports, cash management, oversee line of credit
·         Managed a portfolio of over $15 million in loans to businesses
·         Automated a decades old accounting system, and brought it into QuickBooks
·         Effective communicator, GAAP, GAAS, research, financial software systems skills
Smith-Craine Finance, Mortgage Brokers, San Francisco, CA                                                                      Mar’2004-Jul’2006
Loan Consultant
Contacting Realtors, Independent Borrowers, Brokers in order to process purchase money and refinance loans
·         Arranged for 90% SBA commercial loans in the $1-2 million range
Piper Jaffray, Investment Bank, San Francisco, CA                                                                                         Feb’2003-Feb’2004
Financial Advisor
Working with high net-worth clients, allocating assets for conservation, income & growth strategies, cross-functional teams, work independently, customer service
·         Invested over $7 million in liquid assets for high net worth clients
California Pacific Medical Center, Hospital, San Francisco, CA                                                                     Apr’2001 – Dec’2002
Director of Finance & Property Management
Evaluating financial performance of 12 non-core profit and cost centers at the various hospital locations, managing all aspects of billing and invoicing for 300+ doctors working at the hospital
·         Took charge of all aspects of property management when situation required
The Perinatal Council, Non-Profit Agency, Oakland, CA                                                                              Jul’1996 – Mar’2001
Controller
Overseeing all aspects of accounting functions for this $5-10 million non-profit agency, supervising 5-7 employees, invoicing Federal and State governments for grant money
·         Worked initially as Consultant at this Agency, saving it from being shut down
·         Fund accounting, GASB, financial management, supervision, investments, payroll
Bank of America, Global Headquarters, Concord, CA                                                                                   Apr’1995-Jun’1996
Senior Analyst
Preparing regulatory reports and financial statements for 15 foreign branches, working in small teams of CPAs in transferring over an acquired bank’s assets and liabilities
Jeanpierre & Company, CPAs, San Francisco, CA                                                                                          Feb’1991-Mar’1995
                                Senior Accountant
                                Audits, reviews, compilations for small to mid-sized businesses. Joint-Venture audit with Deloitte &
                                Touche for 2 straight years on the City and County of San Francisco. Servicing clients from
                                manufacturing industries. Employ Cost Accounting and ZBB Analysis for clients based on 3 measures
                                of performance: effectiveness, efficiency, workload. Assisting clients with tax filings for business
                                income, sales, payroll tax, and making estimated payments


LICENSES / SKILLS / CERTIFICATIONS

                                Licenses: California CPA License #69432, Series 7, 66, Life Insurance, R/E Agent, Certified Toastmaster                         Computer Skills: Windows 7, Leopard, YARDI, MAS90, ADP, Great Plains, CYMA,
                                ACT, Excel, Outlook, PowerPoint, QuickBooks Accounting, NoteSmith, NetSuite


EDUCATION
1.       University of California, Berkeley, CA                                                                     
Certificate Program in Entrepreneurship and Small Business Management
Relevant Coursework: Introduction to Entrepreneurship / Opportunity Recognition, Marketing Strategies for Entrepreneurs and Small Biz Owners, Managing a Small Biz Venture: Operations, Systems and Action Planning, Small Business Management
2.       Golden Gate University, San Francisco, CA                                                            
Masters Degree in Finance
Relevant Coursework: Mergers & Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing, The Wyckoff Method
3.       University of Texas, San Antonio, TX                                                                      
Bachelors Degree in Accounting


ACTIVITIES
Member of California State Board of CPAs, YMCA, Commonwealth Club; Distinguished Speaker at Sierra Speakers Toastmasters; Board Member of The Perinatal Council;
President of Kohi-Noor, a San Francisco professional & social networking club 6000 members 97 – 07;  Vice-President of International Student Association, University of Texas 

Wednesday, June 13, 2012

Really folks, the time has come to begin migrating business management to the cloud. Cloud computing, or cloud-based business management software, has been around for a few years now. And small, medium-sized, and large enterprises should now all be on to the cloud as a place to both store and manage all aspects  of their business. And by all aspects I mean the entire business cycle. From tracking a sales person's lead generation, to placing an order, to receiving a payment, to shipping, to inventory management, to accounting and record keeping, etc. etc. Another way of stating this business cycle would be ERP to CRM to E-Commerce to Financials. All these various steps need to also be fully integrated, so that there is full communication and transparency of information to all parties involved.

Questions ? If you have a business, or are working in a business that is not yet being managed in the cloud, but think potentially it could be, write or call and let's explore the possibility. 

415.608.0350