Raj Dhawan
Sabattus,ME
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
Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills.
Overview
1
1
Certification
30
30
years of professional experience
Work History
Personal Assistant to the Managing Director
New Jersey Manufacturers Insurance
02.2025 - Current
- Managed complex schedules for the Managing Director, ensuring efficient time allocation and prioritization.
- Streamlined internal and external communications, improving information exchange between departments.
- Organized meetings and events, streamlining logistics to foster productive gatherings.
- Implemented document management systems, improving accessibility and retrieval of critical files.
Consultant to Founders, CFOs, Controllers
NetSuite / Financial Edge /Cloud Accounting / Start-Ups
02.2012 - Current
- 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 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
Controller
Security Finance, Financial Services
08.2006 - 01.2012
- 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
Loan Consultant
Smith-Caine Finance, Mortgage Brokers
03.2004 - 07.2006
- Arranged for 90% SBA Commercial Loans in the $1 – 2 million range
- Coordinated with Realtors to arrange Purchase Money and Refinance loans to Borrowers
Financial Advisor
Piper Jaffrey, Investment Bank
02.2003 - 02.2004
- 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
Director of Finance & Property Management
California Pacific Medical Center, Hospital
04.2001 - 12.2002
- 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
Controller
The Perinatal Council, Non-Profit Agency
07.1996 - 03.2001
- 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
MBA - Accounting
The University of Texas
San Antonio, TXMaster's Degree - Finance
Golden Gate University
San Francisco, CACertificate Program - Entrepreneurship and Small Business Management
University of California, Berkeley
Berkeley, CASkills
- 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
Accomplishments
- Supplier Relationship Management - Built and maintained long-term, positive relationships with various restaurant food suppliers to ensure smooth business transactions.
- Financial - Managed vendor accounts to ensure best possible product pricing.
- Customer Service - Developed long-term relationships with customers which increased repeat business. Maintained a positive dining experience for all restaurant patrons.
Affiliations
- Meeting Professionals International
- American Marketing Association
- Rotary International
- International Association of Administrative Professionals
- Lions Club
- Association of Information Technology Professionals
Certification
- Licenses: California CPA License #69432, Series 7, 66, Life Insurance, Real Estate Agent
- Computer Skills: Yardi, MAS 90, Great Plains, ADP Payroll, QuickBooks, CYMA Accounting, Windows, Macintosh, NetSuite, Blackbaud
- Certifications: Certified Speaker at SierraSpeakers Toastmasters, Financial District, San Francisco
- Training: “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
Languages
English
Full Professional
Hindi
Native or Bilingual
ACTIVITIES
Member of California State Board of CPAs, YMCA, Commonwealth Club, Toastmasters Board Member of The Perinatal Council, 2 years Vice-President of International Student Association, The University of Texas, 2 years Member of California State Board of CPAs, YMCA, Commonwealth Club, Toastmasters Board Member of The Perinatal Council, 2 years Vice-President of International Student Association, The University of Texas, 2 years
Interests
- Gardening
- Volunteering
- Outdoor Recreation
Timeline
Personal Assistant to the Managing Director
New Jersey Manufacturers Insurance
02.2025 - Current
Consultant to Founders, CFOs, Controllers
NetSuite / Financial Edge /Cloud Accounting / Start-Ups
02.2012 - Current
Controller
Security Finance, Financial Services
08.2006 - 01.2012
Loan Consultant
Smith-Caine Finance, Mortgage Brokers
03.2004 - 07.2006
Financial Advisor
Piper Jaffrey, Investment Bank
02.2003 - 02.2004
Director of Finance & Property Management
California Pacific Medical Center, Hospital
04.2001 - 12.2002
Controller
The Perinatal Council, Non-Profit Agency
07.1996 - 03.2001
Master's Degree - Finance
Golden Gate University
MBA - Accounting
The University of Texas
Certificate Program - Entrepreneurship and Small Business Management
University of California, Berkeley