Mary Rafa is a Controller Consultant with more than 15 years of experience in private accounting, specializing in accounting cleanup, process improvement, standardization (inventory, accounts payable, job costing, month-end close, and financial reports) from small to large businesses.
She has a passion for cleaning up ERP systems (SAP, Sage, and NetSuite), and providing organized and documented support to Big 4 auditors. Specialized in accounting clean-up that supports sales tax reporting requirements, KPI’s, inventory, project costing, and cash flow financial models.
Skills and Experience • Material Requirements Planning • PPP Loan Forgiveness • Employee Retention Credit • AB5 Analysis • Form 571L Property Taxes • Sales and Use Tax • Payroll Tax Delinquent Notices and Research • Accounting Clean-up • Consolidation entries • Balance Sheet Reconciliation and supporting schedules for audits and tax preparation. • Month-end close entries and import templates for SAP and QuickBooks. • E-commerce merchant fees and bank reconciliations
Industry Lines • Adhesive Manufacturing • Furniture Manufacturing • Medical Device Manufacturing • Entertainment (Music) • Internet Start-ups • Real Estate • Wholesale / Retail • Online Retail • Nonprofits • Medical/Dental services
Computer Applications • SAP FICO • NetSuite • Sage 300 • Sage 100 • Sage 50 • Pro Systems FX • QuickBooks Pro, Premiere and Enterprise • QuickBooks Online • Xero • MS Excel (pivot, index formulas, multiple criteria sumifs, etc.
Education/Qualifications • Licensed CPA in CA • B.S. Accounting • AICPA Forensic Accounting Certificate
Affiliations • CAL CPA member • National Association of Asian American Professionals • Filipino American Chamber of Commerce
