KIM PHONG

Revenue Reporting

• Responsible for quarterly earnings schedule related to remaining performance obligation (RPO) (both current (cRPO) & non-current), unearned revenue, revenue, revenue by cloud, contract asset and implied billings
• Calculate constant currency for our revenue by service offering and remaining performance obligation disclosure
• Provided revenue reports for Gartner and IDC request
• Provide monthly reporting to senior management and treasury related to billing/revenue
• Responsible for revenue/cRPO monthly reporting package for Chief Accounting Officer and quarterly for Chief Financial Officer
• Assist in developing new reporting metrics (bookings) for the company
• Assist in quarterly reviews and annual audit partnering with external auditors

Revenue Systems

• Proficient use of Salesforce products, opportunities, sales orders, transactions, products, reports & dashboards
• Implemented Zuora system for ASC 606 adoption
• In charge of training the team on new foundation data model related to Workday Financials
• Project lead at the company for Tableau reporting adoption in Finance
• Ensure revenue datasets in Tableau are accurate and complete, working with our business technology partners to resolve any variances
• Data Steward for all revenue related tables and datasets in Tableau
• Create Tableau workbooks and dashboard for reporting, which led to hours saved per month/quarter
• Subject matter expert on how to upload product allocations to the revenue system for accurate reporting

Monthly close

• Part of the team to adopt US GAAP (ASC 606) for the company
• Monthly close activities including preparing high risk and material revenue journal entries and related account reconciliations
• Prepared and reviewed regional and global balance sheet flux analysis for deferred revenue, accounts receivable, and allowance for doubtful accounts
• Review product allocations provided by pricing team and upload to the revenue system for accurate revenue reporting, which accounts for more than 10% of the company's revenue
• Calculated quarterly estimated selling price (ESP) related to quote level, core subscriptions products and professional services products in accordance with EITF 08-01 (ASU 2009-13)
• Responsible for the revenue recognition and financial reporting of newly acquired products not yet integrated in Oracle
• Prepared and reconciled marketing expenses related to partner sponsorship and event billings
• Prepare monthly revenue adjustment to the accounting team related to system errors
• Trained and provided guidance to international accounting teams related to software revenue

recognition (EITF 00-21 and EITF 08-01 (ASU 2009-13).

• Prepared schedules to support monthly reviews, quarterly audit, 10Q and 10K reporting

process.

• Assist revenue management in completion of subscription checklists

Collaboration/Forecasts

• Lead role on all revenue related collaboration and inquiries with our cross functional partners,

such as IT Systems, RevOps, Finance and FP&A, Accounting, Product, Tax and Legal.

• Automate processes (billing and renewal forecast) around revenue and related financial

reporting metrics. Eliminate inefficiencies (i.e., manual calculations in Excel) by leveraging

technology solutions and software automation.

• Assist in monthly cRPO/deferred revenue forecast.
• Managed two direct reporting managers for all revenue reporting needs
• Investigated and provided business insights to finance and strategy related to change in monthly run rate
• Worked on special projects to streamline processes and improve efficiency
• Promoted five times throughout my career at Salesforce

• Company Overview: (Power System Division)
• Primarily responsible for recording revenue in accordance with GAAP.
• Set up & maintained project records in accounting and tracking systems.
• Coordinated with Project Managers and Contract Administrators to track and analyze project costs.
• Reviewed job cost estimates for large construction projects and reported significant variances.
• Preparation of the monthly forecast reports, cash flow forecast, percentage of project completion, and calculating cost accrual amounts
• Assist in year-end audit, quarter-end review and month-end close.

• Company Overview: (maker of Grand Theft Auto)
• Prepared and reconciled marketing expenses related to partner sponsorship and event billings
• Prepared monthly revenue adjustment to the accounting team related to system errors
• Trained and provided guidance to international accounting teams related to software revenue recognition (EITF 00-21 and EITF 08-01 (ASU 2009-13))
• Prepared schedules to support monthly reviews, quarterly audit, 10Q and 10K reporting processes
• Assisted revenue management in completion of subscription checklists
• Lead role on all revenue related collaboration and inquiries with our cross functional partners, such as IT Systems, RevOps, Finance and FP&A, Accounting, Product, Tax and Legal
• Automated processes (billing and renewal forecast) around revenue and related financial reporting metrics
• Eliminate inefficiencies (i.e., manual calculations in Excel) by leveraging technology solutions and software automation
• Assist in monthly cRPO/deferred revenue forecast
• Managed two direct reporting managers for all revenue reporting needs
• Investigated and provided business insights to the finance and strategy team related to change in monthly run rate
• Worked on special projects to streamline processes and improve efficiency
• Promoted five times throughout my career at Salesforce
• Primarily responsible for recording revenue in accordance with GAAP
• (maker of Grand Theft Auto)

• Company Overview: (formerly IRELAND SAN FILIPPO, LLP)
• Set up & maintained project records in accounting and tracking systems
• Coordinated with Project Managers and Contract Administrators to track and analyze project costs
• Reviewed job cost estimates for large construction projects and reported significant variances
• Preparation of the monthly forecast reports, cash flow forecast, percentage of project completion, and calculating cost accrual amounts
• Assist in year-end audit, quarter-end review and month-end close
• Primarily responsible for account receivables and intercompany reconciliations
• Prepared general and discounts reserves analysis
• Reviewed fixed asset acquisitions to ensure it is in compliance with the company's policy
• Reviewed bank and payroll reconciliations
• Performed general accounting functions, including preparation of monthly journal entries and account analysis
• Addressed and resolved any non-routine, complex, and/or sensitive accounting problems or unexpected variances
• Collaborated with other departments for any discrepancies that arose during the reconciliations
• Assisted in year-end audit, quarter-end review and month-end close
• (formerly IRELAND SAN FILIPPO, LLP)