William R.

Experience

1. Assistant Controller Consultant at Murdock Martell, Inc

   Murdock Martell

   Jan 2021 — Present · San Jose, CA, US

   Complete annual client filings and registrations: SF Gross Receipts and Payroll Tax, Business Registration, 5500 form filings and audit, Delaware Franchise Tax, Sales Tax, Property Tax, 1099s, 3921s, and PBC Prep for Extensions & Annual Income Tax Filings with 3rd party CPA firms.SaaS Enterprise subscription and service revenue recognition and amortization schedules following ASC 606 compliance standards.ASC 606 analysis & recognition of SaaS Sales & Commissions deferred and amortized.ASC 842 review and implementation work for operating leases.Create 4-year Sales Tax analysis for SaaS based revenue identifying physical and economic nexuses, and potential liabilities.Implementation of Sales Tax software for State and Local return Sales Tax filings.Create and update Financial Metrics for Board meetings.Restructure of prior financial periods and revenue for due diligence for Series raises and potential acquisitions.Budget and Forecasting analysis and client assistance to build more efficient and effective plans to actual performances.Equity and capital management for reporting and expense recognition.Creation and publishing of SOPs creations for transitions within internal client operations as well as training.Prepare files and assist in public company’s acquisition of client.Assist client in compliance audit and support for establishing new Line of Credit.Continue to provide client’s public Controllership, Internal Tax, and Billing and Collections teams monthly management reporting and support files.Provide continued tax, audit, and advisory support with client’s public Internal Tax team for sales tax reporting and reconciliations.Creation of Cash Flow and management reports by request.Established process controls and procedures to create a more efficient financial close and operational structured processing.Managed and train staff and senior accountant teams for efficient and effective execution of accounting and financial deadlines and duties.

Education

• Saint Francis University

  Bachelors of Science, Business Administration; Finance & Accounting

  2006 — 2010