Summary
Overview
Work History
Education
Skills
Systems Skills
Timeline
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Andrew Yeo

Oakley

Summary

Results-driven accounting professional with 10+ years of experience streamlining financial operations, leading ERP transitions (NetSuite, SAP), and optimizing compliance. Proven ability to reduce close timelines by 30%, automate workflows, and mentor teams. Adept at cross-functional collaboration with FP&A, HR, and executives to align accounting with business goals.

Overview

10
10
years of professional experience

Work History

Senior Accounting Manager

Varo Bank N.A.
San Francisco
03.2020 - Current
  • Close & Compliance: Manage monthly/quarterly/year-end close for $100M+ fintech turned full fledged bank; oversee audits, tax filings, and complex entity consolidations
  • Process Improvements: Automated 10+ routine tasks in Netsuite, reducing manual work by 25%.
  • Systems Leadership: Implemented Accrualify (expense tracking), SVB T&E, cutting down manual and reconciliation time by 30%
  • Team Development: Mentor 4-person team, improving accuracy and closing speed by up to 50%

Senior Accounting Manager

BASS Medical Group / Runtime Inc / Topia Inc
San Francisco Bay Area
02.2019 - 02.2020
  • NetSuite Transition: Migrated 16+ users from QuickBooks to NetSuite, eliminating 10+ manual processes.
  • Financial Leadership: Advised CEOs on FP&A, cash flow forecasting, and produced multi-entity consolidated financials.
  • Accounting: Hands-on role in full cycle accounting

Accounting Manager

Hack Reactor LLC
San Francisco
01.2017 - 02.2019
  • M&A Integration: Key team member in company sale; streamlined post-acquisition accounting transition.
  • Policy Development: Revamped revenue recognition and refund policies, reducing disputes by 35%.
  • Management: Led a team of two senior accountants
  • Payroll: Managed bi weekly payroll for 700+ employees across multiple states

Finance Controller

Monitise Americas Inc
San Francisco
11.2015 - 01.2017
  • Financial Leadership: Directed close process and worked with HQ on financial reporting.
  • FP&A: Forecasted cash flow and managed working capital.
  • Sales & Commission: Collaborated with sales teams on pipeline forecasts, revenue structure and recognition, commissions calculation and reporting
  • Sales & Use Tax: Managed regulatory filings and compliance across multiple jurisdiction.

Education

MBA - Finance

Capella University
Minneapolis, MN
08-2012

Bachelor of Arts - Business Management

Menlo College
Atherton, CA
08-2001

Skills

  • Process automation
  • Financial reporting
  • Expense management
  • Team leadership
  • Revenue recognition
  • General ledger management
  • Sales tax reporting
  • Fixed asset management
  • Intercompany transactions
  • Financial statement preparation
  • Month-end closing
  • Cash flow forecasting
  • Regulatory compliance
  • Payroll administration
  • Policy development
  • Audit management
  • GAAP
  • Foreign currency transactions
  • Staff training
  • Internal controls
  • Consolidation accounting
  • Team supervision

Systems Skills

Accounting Systems: NetSuite, SAP, QuickBooks (Desktop/QBO), Xero
Payroll Systems: ADP WFN, Namely, TriNet, Paylocity, Gusto
Expense Management: Accrualify/Corpay, Concur, Expensify, Bill.com, Emburse
Other Tools: Excel, Word, PowerPoint, Salesforce, ReconArt, Tableau, Temenos, Brex

Timeline

Senior Accounting Manager

Varo Bank N.A.
03.2020 - Current

Senior Accounting Manager

BASS Medical Group / Runtime Inc / Topia Inc
02.2019 - 02.2020

Accounting Manager

Hack Reactor LLC
01.2017 - 02.2019

Finance Controller

Monitise Americas Inc
11.2015 - 01.2017

MBA - Finance

Capella University

Bachelor of Arts - Business Management

Menlo College

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