Experience

SW Sustainability Solutions Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Accounting Controller

  • Mar 2021 - May 2021

  • Oversee the operations of accounting departments, including accounts payable, accounts receivable, payroll, fixed assets, bank reconciliations, reporting, calculations, filing, compliance and cash flow. • General Ledger – maintain chart of accounts and ensure correct recording of all transactions; maintain a system of control over and monitor all transactions. Perform additional accounting duties including journal entries and general ledger support. • Oversee and analyze payroll data;… Show more • Oversee the operations of accounting departments, including accounts payable, accounts receivable, payroll, fixed assets, bank reconciliations, reporting, calculations, filing, compliance and cash flow. • General Ledger – maintain chart of accounts and ensure correct recording of all transactions; maintain a system of control over and monitor all transactions. Perform additional accounting duties including journal entries and general ledger support. • Oversee and analyze payroll data; ensure accurate and timely payroll processing in conjunction with all state and federal wage laws. Handle all payroll related requests and ensure tax forms are provided accurately in a timely matter. • Communicate with senior management, address employees and payroll issues as necessary. Organize and update all payroll and HR related files. • Manage and renew general business liability, company medical, dental, vision, term life and worker’s comp insurance policies; work with agents on enrollments and cancellations. • Update and renew company certificate and statement of filings. • Monitor costs of operation and departmental Profit and Loss. • Assist the provision of information for external auditors for annual field audit. • Manage and maintain 401(k) benefit contributions, calculation and compliance requirements. • Maintain accounting staff by recruiting, training, developing, and growing employees. • Protect operations by keeping financial information confidential. • Flexible and proactive in assisting with special projects depending on the business needs.

• Staff Accountant

  • Jul 2014 - Mar 2021

  33278 Central Ave Union City  A/P: Monitor and record invoices and process payments in QuickBook and NetSuite, administer online banking, credit card payment, employees’ reimbursements, petty cash and foreign currencies, process weekly check runs and factories’ wire payments, reconcile bank statements, support month-end and year-end close, manage cash flow of each company accounts, prepare annual 1099 and 1096 forms, renew company business license and certificates and statement of information filings, reports on… Show more  A/P: Monitor and record invoices and process payments in QuickBook and NetSuite, administer online banking, credit card payment, employees’ reimbursements, petty cash and foreign currencies, process weekly check runs and factories’ wire payments, reconcile bank statements, support month-end and year-end close, manage cash flow of each company accounts, prepare annual 1099 and 1096 forms, renew company business license and certificates and statement of information filings, reports on variances, department expenses and trade shows, prepare and give monthly, quarterly and annually analysis reports, generate department budgets and present to management team. A/R: Review outside sale reps’ commissions, enter all received payment into QB and NetSuite, list all discrepancies by comparing each warehouse inventory report with our book record, order entry, invoice generation, Sales order. Payroll & HR related: Manage employees’ payroll, payroll deductions, 401k and tax in ADP, monitor employees W2, W4, EDD and garnishments, handle company 9 states unemployment accounts, work compensations and submit required annual reports and solve out of state tax issues, work with insurance agent on employee enrollments and yearly renewal, prepare annual insurance carrier’s census reports, organize active and inactive employees HR personal files.



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• INTERN-Financial Advisor

  • Mar 2014 - Jul 2014

  In Concord Participate weekly company meetings and identify issues and make plans; discuss different cases progress with financial advisors; involved in budget tracking and cost benefit analysis; work on project of Stocks & Funds Investment Strategies.



University of San Francisco

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Aug 2013 - May 2014

  TA for principle of macroeconomic, principle of microeconomic and graduate macroeconomic.• Assisted professors working with students in grading assignments, holding office hours managing files, copying, faxing and scanning.



ZHUHAI JIANGSHAN INVESTMENT GUARENTEE CO.LTD CHINA

• Marketing Assistant

  • Oct 2011 - Dec 2011

  • Performed clerical duties and assisted with the marketing research for the consumptive material such as disks and printer cartridges. • Collected 158 different consumptive material companies information about whether they need loans to invest in their new products.



China Construction Bank

• Banking
• 700 & Above Employee

• Lobby Manager Assistant

  • Jul 2011 - Sep 2011

  chao yang China • Worked as a lobby manager assistant, responsible for arranging the past two years loan data and analyzing those data. • Got some useful suggestions about which industries the bank should focus on lending.