Senior Financial Analyst

• Dec 2021 - Present

• Jan 2021 - Dec 2021

• Dec 2018 - Jan 2021

Staff Accountant

• Sep 2017 - Dec 2018

• Completed working papers, financial statements, and tax returns while working on compilation, review and audit engagements for clients in numerous industries, including retail, health care, and not-for-profit. • Addressed accounting issues documented in the review notes to help the manager complete the engagement on time and to a high degree of quality. • Identified management letter points that contributed to discussion with the client and helped lead to high client satisfaction. • Corresponded with government agencies regarding various filings and audit requests to ensure the client was compliant. Show less

Junior Accountant

• Jan 2017 - Jul 2017

-Worked as part-time while in school and resulted in satisfactory performance in both aspects, demonstrating excellent time management skill. -Mastered QuickBooks to perform full cycle bookkeeping and government filings for local businesses independently in an accurate and timely manner. -Analyzed account activities and reported unusual transactions to partners, ensuring that clients’ books were complete and accurate. -Assisted in income tax process, including the preparation of balance sheets and income statements. -Updated investment portfolios and compiled gain/loss reports. -Implemented an improved filing system for critical documents and customers’ files that improved efficiency for the entire corporation. Show less

Summer Camp Resident Chaperone

• Jun 2014 - Aug 2014

-Chaperoned all the campers from different countries, communicated with them speaking English or Mandarin, entertained them, ensured their safety and well-being (emergency hospital trips needed). -Assigned rooms, conducted paper forms, transported them to school through school buses, ensured campers understood and followed the rules while living at the resident so that the resident’s end of CIC camp operated smoothly and effectively. -Organized enjoyable games while ensuring that campers were safe increasing the happiness of all parties. -Collaborated with the chaperone manager and fellow chaperones to effectively and efficiently complete job assignments to create a better camp experience. Show less