Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Lora Jimenez

San Jose

Summary

Experienced Senior Accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data.

Overview

30
30
years of professional experience

Work History

Senior Accountant

View Inc.
11.2017 - Current
  • Prepared monthly journal entries and reconciliations.
  • Reviewed monthly/quarterly flux analysis.
  • Cash Management: reviewed daily cash and reconciled monthly. Prepared weekly cash for cash forecast.
  • Ensure SOX compliance with company's controlled program; abiding company's SOX policies and procedures
  • Assisted in internal and external SOX audits by preparing necessary documentation and responding to auditor inquiries.
  • Completed year-end closing processes with controllers and external auditors.
  • Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data.
  • Reviewed AP accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Assisted in preparing annual filings for Form 1099
  • Processed monthly journal entry for credit card expense reports via Concur; Admin for company expense report program.
  • Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Provided journal entries and performed accounting on accrual basis (Accounting expenses and Legal).
  • Maintained integrity of general ledger and chart of accounts.
  • Compiled general ledger entries on short schedule with 100% accuracy.

Senior Fixed Asset Analyst

Lumentum Holdings, Inc.
02.2016 - 11.2017
  • Global Process owner for world-wide fixed asset, Responsible for driving the fixed asset month-end close and Sub-ledger to GL reconciliations, Responsible for preparation of world-wide roll-forward schedules and balance sheet flux related to fixed asset, Interact heavily with asset owners on asset confirmation of CIP for timely capitalization, Responsible for conducting all aspects of annual physical fixed asset count and preparation of summary reports for management conclusion, Key contributor in developing, documenting, and implementing SOX procedures for fixed asset, Work closely with IT team on driving automation of fixed asset capitalization and dashboard reporting, Responsible for PBC schedules, FA property tax reports, 10Q and 10K FA related schedules, Participated in Lumentum's new Thailand entity FA Oracle implementation, Document detailed fixed asset desk top procedures and provide training to shared service organization on capitalization and weekly management reporting, Participate in special projects as needed

Senior Accountant

PeerNova Inc.
10.2014 - 01.2016
  • Provided daily cash forecast, process accounts payable and payroll and certain HR related responsibilities, Assisted controller with require information related to series A fund raise, Prepared and trained for NetSuite system implementation which never materialized

Fixed Asset Accountant

Xilinx Inc.
03.2008 - 10.2014
  • Processed fixed asset for North America by assigning asset tags, asset categories and depreciation lives to capital additions, Processed asset transfers and disposals, Planned, coordinated, conducted, and generated management summary report for yearly physical audits, Managed fixed asset tax books for tax reporting in Oracle R12, Closed fixed asset modules and managed month-end fixed asset account balances and reconciliations, Responsible for Consolidated Fixed Asset Roll Forward, Responsible for Fixed Asset SOX documentation updates and yearly testing, Provided schedules for PBC, property tax filing, 10Q and 10K filing and Fixed Asset insurance coverage, Participated in all Fixed Asset related process improvements, Global Fixed Asset Owner; Drive documenting the desktop procedures and policies for Fixed Asset, Provide coverage for payroll and FSA account reconciliations when GL group was short staff and provided A/P coverage while Manager was on LOA

Accounts Receivable Sr. Analyst

Altera Corporation
01.2006 - 01.2008
  • Performed cash application for North America and Asia Pacific (lockbox, wires and ACH), Generated manual invoice and credit as required, performed daily invoice audit, processed DPA claims (EDI and manual), audit negative POS (EDI) for potential bill-backs, Month end closing and reconciliations provided A/R PBC schedules and updated Sox documentations

Fixed Asset Sr. Accountant

Altera Corporation
01.2001 - 12.2005
  • Processed capital additions to sub-ledger and assigning tags, asset categories and depreciable lives to capital additions, Process transfers and disposals and managed month end closing and reconciliations, Provided forecast activity and maintain forecast balance in Hyperion, Managed compliance with corporate policy and accounting standards, Administered and reported quarterly cycle count results in writing to senior management, Analyze fixed asset for impairment loss, Implemented SOX compliance documentation and maintained updates, Provided PBC schedules and schedules for property tax filing and fixed asset insurance coverage

Fixed Asset Supervisor

Read-Rite Corporation
01.1998 - 12.2000
  • Managed and supervised Fixed Asset functions with one person reporting to me, Efficiently maintained all fixed asset activities utilizing PeopleSoft Asset Management, Responsible for overseeing all reporting and property tax reporting, Coordinated and reports all fixed asset audits and asset tagging, Analyzed and consolidated world-wide PP&E schedules, Reconciled GL to FA Sub-ledger, Maintained CIP accounts and its reconciliation to GL, Published monthly projected depreciation, Responsible for government reporting related to Fixed Asset

Senior Accountant/AP Supervisor

Read-Rite Corporation
01.1994 - 12.1998
  • Consolidated all international sub-ledgers, Reconciled all cash accounts including payroll, Tracked royalty payments for patent licenses, Supervised, trained, and coordinated activities for AP staff of eight, Developed and implemented AP procedures, Maintained AP systems and ensure compliance with disbursement and budgetary control

Education

AA Liberal Arts -

Northeastern Christian Jr. College/Ohio Valley University
Villanova, PA

Computer Accounting Certificate -

Sawyer College of Business
Santa Clara, CA

Skills

  • General ledger accounting
  • Financial Reporting
  • Accounts Payable
  • Account Reconciliations
  • SOX Compliance/Internal Controls
  • Audit Preparation/Support
  • Financial statement review
  • Bank Reconciliation
  • Tax Preparation support (sales & used tax)
  • Intercompany Transactions
  • Fixed Asset Accounting
  • Expense Tracking
  • GAAP proficiency
  • Project Accounting
  • Property Tax Compliance

Timeline

Senior Accountant

View Inc.
11.2017 - Current

Senior Fixed Asset Analyst

Lumentum Holdings, Inc.
02.2016 - 11.2017

Senior Accountant

PeerNova Inc.
10.2014 - 01.2016

Fixed Asset Accountant

Xilinx Inc.
03.2008 - 10.2014

Accounts Receivable Sr. Analyst

Altera Corporation
01.2006 - 01.2008

Fixed Asset Sr. Accountant

Altera Corporation
01.2001 - 12.2005

Fixed Asset Supervisor

Read-Rite Corporation
01.1998 - 12.2000

Senior Accountant/AP Supervisor

Read-Rite Corporation
01.1994 - 12.1998

AA Liberal Arts -

Northeastern Christian Jr. College/Ohio Valley University

Computer Accounting Certificate -

Sawyer College of Business

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Lora Jimenez