Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Hi, I’m

Raj Dhawan

San Francisco,CA

Summary

SR ACCOUNTANT/ASST CONTROLLER POSITION SUMMARY Over ten years of progressive experience in Accounting and Finance. Proven ability to deliver increased productivity through efficient financial management, and implementing cutting edge Cloud Accounting Systems

Overview

28
years of professional experience
1
Certification

Work History

NetSuite

Consultant
02.2012 - Current

Job overview

  • Financial Edge /Cloud Accounting / Start-Ups, to Founders, CFOs, Controllers.
  • Initiated and implemented Cloud Based Accounting for various clients.
  • Created the necessary mapping and data transfer tools for migrating from a LAN to the Cloud.
  • Consulted with various Start Ups on their Financial and Accounting needs.
  • Evaluated client's needs at various stages of the business cycle - from Lead Generation, CRM, ERP, E-Commerce, Website, Inventory Management, to Financial Statements.
  • Working with Non-Profits on BlackBaud, with For Profits on NetSuite and similar programs.
  • Developed Excel Pivot Tables, used V-LookUp functions to Data Crunch large amounts of Data.
  • Setting up Dashboards & Company Preferences, Roles & Permissions, Forms and Custom Records, Data Migration, Items and Pricing, setting up AR, AP, Banking and GL, customizing Dashboards for Roles, Sales Force Automation, Lead-Prospect-Customer (LPC) Management.
  • Completed advanced NetSuite Training.
  • With SuiteAnalytics: Financial Reports and Searches.
  • You learn to scrap the use of spreadsheets and use NetSuite's real-time reports and saved searches to get the critical data you need.
  • Implemented Work Flows and User Acceptance Testing (UAT) in NetSuite, Sales to Cash and Procure to Pay, Revenue Recognition, Deferred Revenues for various technology Start Ups.

Security Finance, Financial Services
San Francisco, CA

Controller
08.2006 - 01.2012

Job overview

  • Implemented a monthly close of books in 3-7 days of month-end, generating Financials.
  • Managed a portfolio of over $15 million in loans to businesses.
  • Automated a decades old Accounting system, and brought it into QuickBooks.
  • Effectively communicated financial performance to Bankers, External Auditors, Management.
  • Coordinated with External Auditors on Internal Controls, Audit Schedules, Financial Statements.
  • Researched and applied latest GAAP, compliance to Sarbanes Oxley and Technical Accounting.

Smith-Craine Finance, Mortgage Brokers
San Francisco, CA

Loan Consultant
03.2004 - 07.2006

Job overview

  • 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

Financial Advisor
02.2003 - 02.2004

Job overview

  • Invested over $7 million in liquid assets for high net worth clients.
  • Allocated assets into Growth, Income and Conservation Strategies for Client Investments.
  • Monitored client relationship management (CRM) with Outlook.

California Pacific Medical Center, Hospital
San Francisco, CA

Director of Finance & Property Management
04.2001 - 12.2002

Job overview

  • Supervised all aspects of property management when 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
Oakland, CA

Controller
07.1996 - 03.2001

Job overview

  • Consulted initially for this Non-Profit for financial irregularities, saving it from being shut down.
  • 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.

Education

University of California

University Overview

Certificate Program in Entrepreneurship and Small Business Management Introduction to Entrepreneurship / Opportunity Recognition, Marketing Strategies for Entrepreneurs and Small Business Owners, Managing a Small Business Venture: Operations, Systems and Action Planning, Small Business Management

Golden Gate University

Master's Degree from Finance

University Overview

Mergers and Acquisitions, Venture Capital and Entrepreneurship, Fundamental and Technical Analysis, Financial Markets, Corporate Finance, Intermediate Accounting, Investing, The Wyckoff Method

The University of Texas

Bachelor's Degree from Accounting

University Overview

Certified Speaker at SierraSpeakers Toastmasters, Financial District, San Francisco, "NetSuite Essentials" for Configuring NetSuite for Business Requirements, Determining User Roles, Customize User Interface, Plan for Data Migration and Integrity, Set Up Initial Controls for ERP and CRM, Examine Avenues for Business Intelligence, Plan for Ongoing Maintenance.

Skills

  • Yardi, MAS 90, Great Plains, ADP Payroll, QuickBooks, CYMA Accounting, Windows, MacIntosh, NetSuite, BlackBaud
  • Accounting, MacIntosh
  • Accounting system, Managing
  • ADP Payroll, Marketing Strategies
  • AP, MAS 90
  • AR, MBA
  • Automation, Mergers and Acquisitions
  • Banking, Excel
  • Billings, Money
  • Budgets, Outlook
  • Budget, Windows
  • Business Management, Month End Close
  • Cash Management, Office Manager
  • Commercial Loans, Payroll
  • Corporate Finance, Pivot Tables
  • Cost Accounting, Pricing
  • CPA, Profit
  • CRM, Property management
  • Client, Public Accounting
  • Clients, QuickBooks
  • Data transfer, Real-time
  • Data Migration, Relationship management
  • E-Commerce, Reporting
  • Edge, Revenue Recognition
  • ERP, Sales
  • Financials, Sarbanes Oxley
  • Financial, Spreadsheets
  • Financial and Accounting, Technical Analysis
  • Financial Reports, Venture Capital
  • Financial Statements, Website
  • Forecasting
  • Forms
  • Fund Accounting
  • Funds
  • GL
  • Great Plains
  • Inventory Management
  • Investment Banking
  • Investments
  • LAN
  • Accounting, ADP Payroll, AP, AR, Automation, Banking, Billings, Budgets, Budget, Business Intelligence, Business Management, Cash Management, Corporate Finance, Cost Accounting, CPA, CRM, Clients, Client, Data Migration, Data transfer, E-Commerce, Edge, ERP, Financials, Financial, Financial and Accounting, Financial Statements, Forecasting, Forms, Funds, GL, Great Plains, Inventory Management, Investment Banking, Investments, LAN, MacIntosh, Managing, Marketing Strategies, MAS 90, MBA, Mergers and Acquisitions, Excel, Money, Outlook, Windows, Office Manager, Payroll, Pricing, Profit, Property management, Speaker, QuickBooks, Real-time, Relationship management, Reporting, Sales, San, Sarbanes Oxley, Spreadsheets, Tables, Technical Analysis, User Interface, Venture Capital, Website

Certification

Financial Statements Investment Banking Internal Controls Month End Close Public Accounting Health-Care Non-Profit Regulatory Reporting Advanced Excel with Pivot Tables Big 4 CPA Firms Cash Management Budgets & Forecasting Cost Accounting NetSuite Essentials Auditor & Audits GAAP, OMB-133 & SOX Cloud Accounting CRM, ERP & E-Commerce

Additional Information

  • Additional Information , Licenses: , California CPA License #69432, Series 7, 66, Life Insurance, Real Estate Agent

Timeline

Consultant

NetSuite
02.2012 - Current

Controller

Security Finance, Financial Services
08.2006 - 01.2012

Loan Consultant

Smith-Craine Finance, Mortgage Brokers
03.2004 - 07.2006

Financial Advisor

Piper Jaffray, Investment Bank
02.2003 - 02.2004

Director of Finance & Property Management

California Pacific Medical Center, Hospital
04.2001 - 12.2002

Controller

The Perinatal Council
07.1996 - 03.2001

University of California

Golden Gate University

Master's Degree from Finance

The University of Texas

Bachelor's Degree from Accounting

Similar Profiles

CREATE PROFILE
Raj Dhawan