Experience

Wallace Plese + Dreher | Arizona CPAs | Accountants

• United States
• Accounting
• 1 - 100 Employee

• Audit Senior

  • Jan 2023 - Present

• Audit Staff

  • May 2021 - Dec 2022



BASIS.ed

• United States
• Education Administration Programs
• 700 & Above Employee

• Senior Accountant

  • Jun 2019 - Apr 2021

• Staff Accountant

  • Jun 2018 - May 2019

  - Prepared journal entries, monthly bank reconciliations; filed monthly Use Tax and balance reconciliations- Prepared month-end and year-end close for over 25 charter school locations in four states- Reviewed trail balance for accuracy and completeness- Reconciled all schools’ tuition/fee system through SMART tuition, with billings reaching over $10 million per school year- Developed, prepared and finalized proposal budgets for federal and state grant programs- Reviewed and approved grant related expenditures; advised on post-award spending and commitment activity and oversee compliance related to fund and revenue- Responsible for grant closeout, submit periodic and final reports and certificates- Accountable for monthly bonds reconciliations, ensuring completion in a timely manner - Assisted with 1099 and tax credit reporting preparations- Maintained and implemented new and more efficient AR procedures- Assisted with gathering and preparing information requested by auditors



Bing's Boba Tea, LLC

• Tucson, Arizona Area

• LLC Member

  • Mar 2012 - Dec 2017

  - Oversaw day to day operations of business include accounting bookkeeping, payroll, human resources, marketing, public relations and monthly tax filing - Guided new employees through the hiring process, orientation, and training process - Constantly evaluated, followed-up, and coached a team of nearly 40 employees at once in order to promote their growth, resulting in the growth of the business - Grew the business to self-running, with a 40% increase in sales each year starting from year 1 - Grew the business to two locations and yearly gross sales to $1M



Global Sage

• Hong Kong
• Staffing and Recruiting
• 1 - 100 Employee

• Finance Intern

  • Jul 2010 - Aug 2010

  Coordinated a study on the emerging Chinese private banking industry, presented key findings to clients, and helped drafting a white paper on the subject. Managed business and client data. Researched finance information using Bloomberg and company's financial database, The Sage. Coordinated a study on the emerging Chinese private banking industry, presented key findings to clients, and helped drafting a white paper on the subject. Managed business and client data. Researched finance information using Bloomberg and company's financial database, The Sage.