Experience

UW School of Medicine and Public Health

• United States
• Higher Education
• 700 & Above Employee

• Financial Specialist III

  • Mar 2020 - Present

  1. Monitors financial transactions and fund balances and generates and reconciles complex reports and statements by established rules and regulations 2. Reviews and approves complex transactions and assigns funding codes by established rules, regulations, and policies 3. Answers complex fiscal questions and provide information based on set materials and standards to various audiences 4. Reviews transaction processing internal controls and recommends policies and procedures 5. Training new staff on financial processes and best practices



Baicells Technologies

• United States
• Wireless Services
• 1 - 100 Employee

• Accountant

  • May 2018 - Mar 2020

  • Responsible for bank accounts & expense reconciliation • Prepare related payables, tax payments, and tax reports • Inventory planning, optimizing inventory level and availability, warehouse management • Issue invoices and credit notes • Prepare PO and sales data for weekly/monthly/yearly financial reports • Collaborate with the Global accounting department and other company personnel to process financial transactions and execute orders • Responsible for bank accounts & expense reconciliation • Prepare related payables, tax payments, and tax reports • Inventory planning, optimizing inventory level and availability, warehouse management • Issue invoices and credit notes • Prepare PO and sales data for weekly/monthly/yearly financial reports • Collaborate with the Global accounting department and other company personnel to process financial transactions and execute orders



FiSci Technologies

• United States
• Telecommunications
• 1 - 100 Employee

• Accounting Manager

  • May 2018 - Mar 2020

  • Organize bank deposits, general ledger postings, and statements • Monitor accounts receivable aging report to ensure timely customer payments • Detect problems and discrepancies in accounting procedures or related documentation and develop measures to resolve them • Evaluating budget proposals and funding requests • Collect and prepare documents for sales and income tax • Maintains payroll information by collecting, calculating, and entering data. • Organize bank deposits, general ledger postings, and statements • Monitor accounts receivable aging report to ensure timely customer payments • Detect problems and discrepancies in accounting procedures or related documentation and develop measures to resolve them • Evaluating budget proposals and funding requests • Collect and prepare documents for sales and income tax • Maintains payroll information by collecting, calculating, and entering data.



Wisconsin Department of Revenue

• United States
• Government Administration
• 200 - 300 Employee

• Customer Service Representative

  • Jan 2018 - May 2018

  • Respond to routine inquiries from taxpayers related to WI income tax returns and earned income/homestead credits. • Interpret information found on internal tax systems, forms and publications to accurately respond to customer inquiries. • Respond to routine inquiries from taxpayers related to WI income tax returns and earned income/homestead credits. • Interpret information found on internal tax systems, forms and publications to accurately respond to customer inquiries.



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Volunteer Income Tax Assistance (VITA)

  • Dec 2015 - Apr 2018

  • Successfully pass the required tax law knowledge test. • Interview client regarding all income, deductions and allowable credit(s). • Prepare the return of the taxpayer directly according to the information provided by the taxpayer and answer the tax-related questions. • Maintain confidentiality of client information. • Ensure on-site quality audits of completed returns before returning to the customer and ensure copies of completed return is provided to the taxpayer. • Successfully pass the required tax law knowledge test. • Interview client regarding all income, deductions and allowable credit(s). • Prepare the return of the taxpayer directly according to the information provided by the taxpayer and answer the tax-related questions. • Maintain confidentiality of client information. • Ensure on-site quality audits of completed returns before returning to the customer and ensure copies of completed return is provided to the taxpayer.



Travelex

• United Kingdom
• Financial Services
• 700 & Above Employee

• Sales Consultant

  • May 2016 - Jan 2018

  • Accurately and quickly respond to customer inquiries in person, written, and over the phone. • Confidently promote products and services to clients and potential customers. • Work independently and as a team member to meet local and regional sales targets with company incentive plans. • Responsible to manage daily operational procedures including location opening and closings, inventory management, and store appearance. • Accurately and quickly respond to customer inquiries in person, written, and over the phone. • Confidently promote products and services to clients and potential customers. • Work independently and as a team member to meet local and regional sales targets with company incentive plans. • Responsible to manage daily operational procedures including location opening and closings, inventory management, and store appearance.



Madison Area Technical College

• United States
• Higher Education
• 700 & Above Employee

• Student Assistant and Recruitment Specialist

  • Apr 2015 - Dec 2015

  • Recruit and communicate international student through traditional means, social media and teleconferencing.• Providing office support, administrative assistance, and maintaining student records and data.• Coordinate international orientations and help international students from diverse backgrounds in their dealings with pre-arrival information, scholarships, course registration, campus employment, and residence life.

• Student Assistant at Campus Library and Student Achievement Center

  • Aug 2014 - Jun 2015

  • Provide office support including typing, data entry, copying, and faxing. • Performs routine library services such as receiving books, returning books, and following up on overdue books and materials.• Troubleshooting computer and printer problems.• Help student find tutors to solve their homework problems and make appointments with Writing Center.