Raj Dhawan, CPA, MBA

4617 Niland Street, Union City, CA  94587     C: 415.608.0350

 RajDhawan@comcast.net   www.LinkedIn.com/in/RajDhawan

www.RajDhawanCPA.BlogSpot.com   www.Twitter.com/RajDhawan   www.FaceBook.com/Raj.Dhawan

Residency Status: US Citizen

CFO / CONTROLLER NetSuite Platform

SUMMARY

Over ten years of progressive experience in Accounting and Fintech. Proven ability to deliver increased productivity through efficient fiscal management. Experienced Controller in NetSuite ERP, automating various areas of NetSuite to scale for growth, using Intacct for Government funding of programs.

 

KEYWORD HIGHLIGHTS

Financial Statements      Board of Directors      Internal Controls      Month End Close     Compliance

Public Accounting   Health-Care   Non-Profit      Regulatory Reporting    Advanced Excel with Pivot Tables

Big 4 CPA Firms       SEC Reporting      Budgets & Forecasting      Intacct Accounting      NetSuite Essentials

Auditor & Business Taxes      GAAP, SEC & SOX      Governmental Programs      CRM, ERP & E-Commerce

PROFESSIONAL EXPERIENCE / ACCOMPLISHMENTS

American Wholesale Lighting, San Francisco Bay Area                Nov 2021 – Present

               Controller

·        Oversee the operations of the accounting department

·        Ensure that accounts payable are paid in a timely manner and accounts receivable are collected promptly

·        Implement Bank Feeds, and ensure that bank reconciliations are completed

·        Issue timely and complete financial statements

·        Oversee payroll for the company, use & evaluate Zenefits, Rippling, TriNet and Insperity

·        Manage the production of the annual budget and forecasts

·        Implement Tax Jar in NetSuite, calculate and file Sales Taxes for all 50 States in the US

·        Manage the NetSuite ERP Platform, automate and scale business operations

Oakland Public Education Fund, Oakland, CA                                   Jan 2021 – Oct 2021

               Chief Financial Officer

• Developing financial systems for tracking various revenue-producing assets

• Continue trusting relationships with various grant/donor relations

• Guide the organization in their annual budgeting process

• Collaborating with various internal departments to understand their budgeting needs

• Leading the auditing and compliance process by working with outside agencies

• Oversee all aspects of accounting for the organization

• Recruit, train, develop, supervise, and evaluate finance/accounting department staff

• Use Sage Intacct, Paylocity, Salesforce, Slack, Sheets, MacBooks, and Cloud technologies to manage resources as a Fiscal Sponsor for schools, entities, and several types of businesses

Deloitte Consulting, San Francisco, CA                                      April 2018 – Dec 2020

               Senior Consultant, NetSuite/Digital Platforms

·        NetSuite Setup and navigation. Item setup, inventory management, Sales and Purchase Order   Processing, Data Management, Reports and Searches, Dashboards, Managing the platform

·        Training on NetSuite Fundamentals, Suite Foundation, ERP Consultant Certification

·        Active participation in various Deloitte Initiatives, Recruitment and Volunteer Programs

Adobe Systems, San Jose, CA                                                       Feb 2018 – Mar 2018

               Senior Analyst, SEC Reporting (Contract)

·        Working on the company's quarterly filings with the SEC for the 10-Q Report

·        Using WDesk to prepare the management workbook and the notes to the financial statements

·        Researching Accounting pronouncements by the FASB

·        Researching and applying the Tax Cuts and Jobs Act of 2017

Cognizant Technology Solutions, San Francisco, CA                  Apr 2017 – Oct 2017

               Senior Functional Consultant

·        Working with Clorox on a NetSuite ERP Implementation for a Business Acquisition

·        Evaluating Business Requirements, communicating on Design and Development, assisting with Systems Implementation Testing in the NetSuite Platform

·        Detailing the procedures for Testing various Functional Areas of the Business Enterprise

·        Order to Cash, Procure to Pay, Record to Report, end-to-end, procedures and testing

NetSuite ERP Consulting, Bay Area, CA                                     Feb 2012 – Mar 2017

Financial Consultant to Small Business Owners, Start-Ups

·        Initiated and implemented Cloud Based Accounting for fast-growing Start-Ups and Tech companies’

·        Created the necessary mapping and data transfer tools for migrating from a LAN to the Cloud

·        Technical Accounting, Complex journal entries for 10Q Filings, XBRL Tagging, ASC 605/606 Revenue Recognition, ASC 71X Compensation, FASB Codifications, and research

·        Evaluated client’s needs at various stages of the business cycle – from Lead Generation, CRM, ERP, E-Commerce, Website, Inventory Management, to Financial Statements

CONSULTING CLIENTS INCLUDED – IDG Ventures, Tagged, Apttus, AppDynamics, McGladrey, FMT Consultants, Gilead Sciences, Megatel Wireless, A1Logic (Cybersecurity)

 

Security Finance, Financial Services, San Francisco, CA           Aug 2006 – Jan 2012

Controller

·        Implemented a monthly close of books in 3-7 days after month-end, generating Financials

·        Full Accounting responsibility, keeping the General Ledger, AR, AP modules updated

·        Managed a portfolio of over $15 million in loans to businesses

·        Automated a decades-old accounting system, and brought it into QuickBooks

Smith-Craine Finance, Mortgage Brokers, San Francisco, CA      Mar 2004 – Jul 2006

Loan Consultant

·        Arranged for 90% SBA Commercial Loans in the $1 – 2 million range

·        Coordinated with Realtors to arrange Purchase Money and Refinance loans to Borrowers

Piper Jaffray, Investment Bank, San Francisco, CA                   Feb 2003 – Feb 2004

Financial Advisor

·        Invested over $7 million in liquid assets for high-net-worth clients

·        Allocated assets into Growth, Income, and Conservation Strategies for Client Investments        

California Pacific Medical Ctr, Hospital, San Francisco, CA     Apr 2001 – Dec 2002

Director of Finance & Property Management

·        Supervised all aspects of property management when the situation required

·        Evaluated financial performance of 12 non-core Cost Centers, resulting in $500K annual savings

·        Implemented comprehensive Billings for over 300 doctor tenants, using Yardi Software

The Perinatal Council, Non-Profit Agency, Oakland, CA          Jul 1996 – Mar 2001

Controller

·        Monitored Fund Accounting for 15 Federal and State Agencies

·        Managed funds tightly for this Non-Profit, used projections and always stayed within Budget

·        Hired and supervised Accounting Staff of 5 persons for AP, AR, GL, Payroll and Office Manager

·        Pursued an evening MBA Program at Golden Gate University while working here Full Time

 

 

LICENSES / SKILLS  

Licenses: California CPA License #69432 (Current, Inactive), Series 7 & Series 66 (Inactive), Life Insurance (Inactive), Real Estate Agent (Inactive), NetSuite Essentials, SuiteAnalytics Reports & Saved Searches

Computer Skills: Yardi, MAS 90, Great Plains, MS Dynamics, ADP, QuickBooks, CYMA, NetSuite, Excel, Pivot Tables, VLOOKUP, Formulas and Functions, Charts, Graphics, SkyDrive, Taxes, LaCerte, TurboTax

 

 

EDUCATION

1.      Golden Gate University, San Francisco, CA

Master’s Degree in Finance

Relevant Coursework: Mergers and Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing

2.      The University of Texas, San Antonio, TX

Bachelor’s Degree in Accounting