Jacquelyne Phan

WORK HISTORY

EDUCATION

SKILLS

ABOUT JACQUELYNE PHAN

I am a Finance and Business Executive, with a proven record in managing the finance/tax function, SOX for IT/Business, internal audit and external SEC reporting, as well as partnering with senior leadership to tackle tough business issues, including improving margins and strong expense controls, while building a motivated finance organization.Tax accounting, transfer pricing, global tax structures, tax planning and research, cash repatriation, tax audits, and tax compliance filings. Related areas of experience include sales tax, property tax, corporate registrations, VAT (Tax and regulatory updates for more than 115 countries), payroll and stock administration.Oracle Implementation 9+ years experience on large ERP project implementations; business requirements gathering; presentation of potential solutions, managed global test teams, developers and analysts throughout project life-cycle.Sarbanes-Oxley 302 and 404 compliance Wrote policies and procedures (82 in total) for the Business and IT departments. Documented the Risk Assessment Control Matrix (RACM) for each process narrative, identifying the preventive, detective and fraud controls. Implemented enhancements to the ERP Oracle 11i (11.5.9) system (AR, GL, AP, Mfg, Inv, Purchasing, OM HR, Costs and Pricelists) to create system controls beneficial to the business and SOX controls. Defined the Segregation of Duties matrix and implemented user responsibilities accordingly on Oracle ERP System. With 25 years in the public accounting, biotech, medical devices, life sciences, high tech, semiconductor, broadband multimedia infrastructure, and telecommunication, I\'ve developed expertise in consolidated financial reporting, planning and analysis, cash flow, reengineering, systems and process implementation, and acquisitions. I also have a unique combination of strong technical skills, yet communicate technical ideas in everyday language to non-technical people and the ability to interface with people at all levels.Specialties:* Detailed knowledge of public company financial reporting & FASB/SEC regulatory, SOX(COSO / COBIT), 10Q, 8K, S-1, annual report & proxy statement.* Equity finance, IPO, strategic planning, forecasting, merger and acquisitions, consolidating, restructuring, reorganization, enterprise risk management & cost effective delivery of Assurance Services.* Cash flow, risk & product/inventory management* Standard cost build-up, A/R, A/P, payroll, FA, purchasing, stock admin, HR & budgeting.