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Audit/Tax/Staff Accountant

B e r t  T a u b e
1540 Benton St, Apt. 19  Santa Clara, CA 95050  (408) 216-8027
Bert.Taube@sbcglobal.net  www.linkedin.com/in/BertTaube

Summary

Professional with 15+ years of international experience in business, accounting and finance, technology. Industry focus on high tech and manufacturing. Positions included Internal Auditor (SOX), Management Analyst, Strategy Consultant and Project Manager. Proven track record for leading projects, building teams, meeting deadlines and budgets. Software skills include SAP, MS Office (Advance Excel, Vlookup and Pivot Tables), JDE, Siebel (CRM) and Demantra (Demand Planning).

Business Experience

Supertex Inc, Sunnyvale, CA, United States                2006 – 2008

Management Analyst/Internal Auditor/Business Process Development

• Achieved SOX compliance for FY2008 including the elimination of control deficiencies (accounts payable & procurement, fixed assets, equity, treasury, and payroll cycles).
• Executed cut-off tests for proper revenue recognition (identification of nonrecognizable revenues).
• Verified correctness of quarter-end spreadsheet reconciliations for revenues, inventory, equity, and tax.
• Elaborated accounting policies for revenues, inventory, fixed assets, and A/P cycles.
• Derived IT strategy to improve business process performance through higher level of integration between information systems (data integration, process automation and business intelligence solution).
• Identified supply chain improvement potential in key performance areas via benchmarking (e.g. 6-11% less working capital through lower inventory).
• Drove the development of operational planning (specified new demand planning approach).

MLP AG – Financial Services, Heidelberg, Germany               2002 – 2006

Senior Financial Consultant Nuremberg/Erlangen

• Raised and allocated $12.5M for long-term assets (pension planning and wealth management).
• Planned, implemented and managed home loans (real-estate financing and credit management).
• Acquired 81 new clients (students, academics and entrepreneurs).

Siemens AG, Erlangen, Germany                1992 – 2001

Acquisition/Sales & Marketing/Project and Product Management/Technology and Strategy Consulting

• Led 20+ international large-scale, high-tech acquisition projects including strategic alliances, local subsidiaries, customer and supplier accounts in North & Latin America and Europe (managed and executed strategy and risk analysis, costing, pricing, financing, negotiations, business development).
• Generated new project sales orders ($20M in U.S. and $20M in Brazil).
• Achieved unconditioned export credit insurance for project in Paraguay ($15M in coverage).
• Concluded knowledge transfer and foreign direct investment scenarios with European manufacturers.
• Identified cost gaps for main-line rolling stock business segments based on competitor benchmarks.
• Drove business transformation efforts for Industrial Solutions and Services (new business portfolio).

Education

SAN JOSE CITY COLLEGE, San Jose, California
Accounting Program (2009 – 2010). Department of Business.

SANTA CLARA UNIVERSITY LEAVEY SCHOOL OF BUSINESS, Santa Clara, California
Certified Advanced Accounting Professional (CAAP) Certificate (September 2009).

NORTHWESTERN UNIVERSITY KELLOGG GRADUATE SCHOOL OF MANAGEMENT, Chicago, Illinois
International Executive Masters in Business Administration (October 2001).

ROSTOCK UNIVERSITY, Rostock, Germany
Diploma and Ph.D. in Electrical Engineering (February 1989 and November 1992).

 

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