Wanchi So

Wanchi So

Senior Accountant at Aruba Networks

San Francisco Bay Area

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Wanchi So's Overview

  • Senior Associate, Assurance at Ernst & Young
  • Pro-bono Finance & Accounting Consultant at Accounting and Financial Operations, Non-Profit Organizations
  • Senior Accountant (Consultant) at Yola.com

500+ connections

Wanchi So's Summary

CPA - Certified Public Accountant (Active in California)

Certified Public Accountant experienced in auditing financial statements and SOX 404 compliance for U.S. based, public and private companies, non-profits in compliance with US GAAP. Strong performance in financial data analysis, internal controls risk assessment and best practices, financial statements audit, project management, team-building and leadership.

Wanchi So's Experience

Senior Accountant

Aruba Networks

Public Company; 1001-5000 employees; ARUN; Computer Networking industry

2013Present (1 year)

Senior Associate, Assurance

Ernst & Young

Privately Held; 10,001+ employees; Accounting industry

20102013 (3 years) San Francisco Bay Area

- Perform risk-based audits of financial statements in compliance with US GAAP for public and private companies in different industries, including consumer product and retail, biotech, pharmaceuticals, online social media, software

- Assess the design and implementation of client companies' internal controls, provide recommendation for improvement to clients through performing internal control walkthrough and SOX 404 internal control testing

- Assist client companies with preparing annual financial statements in accordance with US GAAP, perform technical accounting research for client, draft consultation and analysis memos on accounting issues for external clients and internal audit team's management

- Serve as Lead Senior Associate / Acting Manager for a complex audit of a consumer product company under a tight timeline, involving a carve-out from its public parent company, S-4 filing / public debt offering with SEC, new accounting system implementation at mid-year, change of inventory pricing model involving new transfer pricing model and changes of product mix in mid-year, coordination of audit in multi-national operations in 12+ countries in US, Europe, Asia, and Latin America

- Concurrently manage workflow of several audit engagements from start to finish, managing internal and external clients and reporting to multiple upward reports. Give audit planning presentations and weekly status update meetings to audit team's management

- Supervise teams of 3 to 5 staff members on audit engagements, train staff on audit procedures and review their work throughout the audit

- Served as Team Captain for EY 2011 Connect Day Community Service project (recruit and coordinate a team of volunteers, fund-raise for the event and promote participation of volunteer event among colleagues)

- Received 2 Bravo Awards in 2011 from engagement Partner and Senior Manager for delivering excellent service and performing beyond expectation at a highly complex year-end audit

Pro-bono Finance & Accounting Consultant

Accounting and Financial Operations, Non-Profit Organizations

20092011 (2 years)

• Advise non-profit organizations (i.e. foundations, church) on accounting operations, financial reporting, internal controls best practices on an as-needed basis.
Prepare and draft accounting policy manuals and internal controls narratives.
• Services include annual audit preparation, internal controls review and recommendations for process improvement, manage donations revenue, monthly bank reconciliation and check register, review GL and correct journal entries, audit cash disbursements and monthly operating expenses, track and process monthly AP/AR and payroll.

Senior Accountant (Consultant)


Privately Held; 11-50 employees; Internet industry

20102010 (less than a year)

• Full-charge accountant managing all aspects of daily accounting operations using QuickBooks Online (similar to Oracle 11i), including preparing and inputting journal entries, take charge of AP & vendor relations, track fixed assets register, deferred rent and prepaid expenses schedules, reconcile GL accounts, complete month-end close procedures, prepare financial statements flux analysis, check payroll data and employee benefits for each pay period, prepare monthly financial statements for Board and Management, ad hoc accounting projects, support marketing team by compiling revenue metrics analysis
• Prepare revenue data for revenue restatement per SOP 97-2 for the entire FYE 2010. Clean up general ledger to prepare for annual financial audit. Successfully passed FYE 2010 financial audit with no auditor-proposed adjustment required.
• Manage and supervise the work of two accounting contractors in daily accounting operations

CPA, Public Accounting - External Auditor

Seiler & Company, LLP

Partnership; 51-200 employees; Accounting industry

20082010 (2 years)

• Planned and managed risk-based audit engagements, assessing internal controls risks in various business processes, and conducting in-depth audit procedures, substantive testing and drafting of financial statements per US GAAP. Experience with research and application of various technical accounting standards, i.e. FAS 157 (fair value accounting), SOP 98-2 (joint-cost allocation), IFRS standards, FAS 116 & 117 (funds and contributions accounting), FASB 17 (lease accounting)
• Created data analysis reports and assisted in presenting results of analyses during client meetings for Litigation dept.
• Client exposure included lumber industry, investment management, high-tech, education, NPO’s and foundations.
• Successfully acquired major client & client leads for Seiler, LLP’s Tax practice, increasing sales revenue for FYE 09.

Mentoring Committee Co-Chair


20062009 (3 years)

Ascend - Northern California (San Francisco Bay Area)
• Worked with a team of 5 to plan and co-manage the first “View from the Top” Mentorship Program for the SF Chapter at the annual ASCEND Leadership Conference attended by over 1,000 business professionals.
• Recipient of the 2009 President’s Award for Significant Contributions to ASCEND

Experienced Associate


Partnership; 10,001+ employees; Accounting industry

20062007 (1 year)

• Performed audits procedures for year-end & quarterly reviews of financial statements in compliance with US GAAP.
• Conducted detailed analysis of trends and variances in financial statements, and audit testing procedures on various accounts, with experience in auditing SOP 97-2 software revenue recognition.
• Ensured SOX 404 compliance for US-based multi-national public companies. Conducted interviews with clients of various levels and performed internal control testing for business cycles, i.e. procure-to-pay, treasury cycle, sales commissions, and payroll processes.
• Supervised and reviewed the work done by interns and 1s-year staff. Mentored junior team members.

Wanchi So's Skills & Expertise

  1. Native fluency in Chinese (writing & reading traditional or simplified Chinese)
  2. Native fluency in Cantonese. Proficient in Mandarin
  3. Chinese
  4. US GAAP
  5. Writing

Wanchi So's Education

Santa Clara University - Leavey School of Business

Certificate for Advanced Accounting Proficiency Program

Certificate of Advanced Accounting Proficiency Program (CAAP)

Stanford University

B.A., International Relations

With Departmental Honors

Activities and Societies: Organizer and Programming Co-Chair, Forum for Chinese & American Exchange at Stanford (FACES), Alternative Spring Break; SPOON; study abroad program in London

Stanford University

M.A., Anthropological Sciences

Wanchi So's Additional Information


• Experience in Microsoft Excel (pivot table, vlookup, formula functions), Word, PowerPoint, Outlook, SAP, QuickBooks, Quicken, Lotus Notes, CCH Engagement, Accounting Research Manager (ARM), First Research • Native fluency in written and spoken English and Chinese (Cantonese), proficient in Mandarin.

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