Financial Risk Manager

• Jun 2020 - Present

Guangzhou Automobile Group Capital Co.,Ltd. Guangzhou Automobile Group Capital Co.,Ltd.

Senior Consultant

• Oct 2018 - Jan 2020

Staff Auditor

• Feb 2017 - May 2018

• Conducted financial audits and government audits to assure financial statements are fairly presented in alignment with GAAP and GAGAS • Assisted the audit team in planning and substantive testing, including areas of cash, accounts receivable, accounts payable, long-term debts and pension plans • Prepared for Audit testing by processing client’s daily transactions using QuickBooks, and performing bank reconciliation & transferred bank funds • Managed multiple compliance audits and… Show more • Conducted financial audits and government audits to assure financial statements are fairly presented in alignment with GAAP and GAGAS • Assisted the audit team in planning and substantive testing, including areas of cash, accounts receivable, accounts payable, long-term debts and pension plans • Prepared for Audit testing by processing client’s daily transactions using QuickBooks, and performing bank reconciliation & transferred bank funds • Managed multiple compliance audits and engagements simultaneously, and served as a liaison between internal team and clients; Conducted comprehensive audit procedures such as preparing financial reports and recommended internal control improvements to enhance organizational efficiency. • Conducted testing of client’s significant transaction flows and internal control systems, assessed risks of material misstatements, identified internal control weaknesses Show less • Conducted financial audits and government audits to assure financial statements are fairly presented in alignment with GAAP and GAGAS • Assisted the audit team in planning and substantive testing, including areas of cash, accounts receivable, accounts payable, long-term debts and pension plans • Prepared for Audit testing by processing client’s daily transactions using QuickBooks, and performing bank reconciliation & transferred bank funds • Managed multiple compliance audits and… Show more • Conducted financial audits and government audits to assure financial statements are fairly presented in alignment with GAAP and GAGAS • Assisted the audit team in planning and substantive testing, including areas of cash, accounts receivable, accounts payable, long-term debts and pension plans • Prepared for Audit testing by processing client’s daily transactions using QuickBooks, and performing bank reconciliation & transferred bank funds • Managed multiple compliance audits and engagements simultaneously, and served as a liaison between internal team and clients; Conducted comprehensive audit procedures such as preparing financial reports and recommended internal control improvements to enhance organizational efficiency. • Conducted testing of client’s significant transaction flows and internal control systems, assessed risks of material misstatements, identified internal control weaknesses Show less

Remote Partime Assistant

• May 2017 - May 2017

• Researched industrial influencers, measured influencer reach, and analyzed operation data and policies for multiple industries of pharmaceuticals, education and artificial intelligence • Summarized and drafted presentation of analysis as easy to read documentation for review • Researched industrial influencers, measured influencer reach, and analyzed operation data and policies for multiple industries of pharmaceuticals, education and artificial intelligence • Summarized and drafted presentation of analysis as easy to read documentation for review

Staff Accountant

• Jan 2015 - Jan 2017

• Maintained customer database, by recording A/R and A/P weekly transactions using SAP, and updating revenue and expense master file • Assisted with month-end closing process preparation, which includes estimating accruals, posting journal entries, and uploading results into company’s consolidation software • Analyzed negative margin and aging A/R reports, prepared actual to expected analysis, and assisted product re-pricing to improve profitability • Participated in developing… Show more • Maintained customer database, by recording A/R and A/P weekly transactions using SAP, and updating revenue and expense master file • Assisted with month-end closing process preparation, which includes estimating accruals, posting journal entries, and uploading results into company’s consolidation software • Analyzed negative margin and aging A/R reports, prepared actual to expected analysis, and assisted product re-pricing to improve profitability • Participated in developing, implementing, and evaluating company’s consolidated software across different function units of the business to ensure accuracy and completeness of financial data • Conducted new customer’s credit check, and established positive internal control environment Show less • Maintained customer database, by recording A/R and A/P weekly transactions using SAP, and updating revenue and expense master file • Assisted with month-end closing process preparation, which includes estimating accruals, posting journal entries, and uploading results into company’s consolidation software • Analyzed negative margin and aging A/R reports, prepared actual to expected analysis, and assisted product re-pricing to improve profitability • Participated in developing… Show more • Maintained customer database, by recording A/R and A/P weekly transactions using SAP, and updating revenue and expense master file • Assisted with month-end closing process preparation, which includes estimating accruals, posting journal entries, and uploading results into company’s consolidation software • Analyzed negative margin and aging A/R reports, prepared actual to expected analysis, and assisted product re-pricing to improve profitability • Participated in developing, implementing, and evaluating company’s consolidated software across different function units of the business to ensure accuracy and completeness of financial data • Conducted new customer’s credit check, and established positive internal control environment Show less

Volunteer Tax Preparer

• Jan 2015 - Apr 2015

• Provided tax return preparation services by analyzing income information and optimizing tax deductions • Filed 112 income tax returns using TaxWise Software, and helped save over $300 for each taxpayer • Reviewed other volunteers’ work, and improved tax return quality for the group • Provided tax return preparation services by analyzing income information and optimizing tax deductions • Filed 112 income tax returns using TaxWise Software, and helped save over $300 for each taxpayer • Reviewed other volunteers’ work, and improved tax return quality for the group

Assurance Associate

• Aug 2012 - Aug 2013

• Identified and analyzed accounts with material discrepancies in general ledger and financial statements • Performed substantive internal control testing in revenue, A/P and A/R, to ensure regulatory compliance • Sampled material transactions, traced 260+ source documents and reconciled with accounting system output • Conducted physical inventory count for 107 samples using barcode technique, to ensure the accuracy of inventory balances and improve internal inventory control… Show more • Identified and analyzed accounts with material discrepancies in general ledger and financial statements • Performed substantive internal control testing in revenue, A/P and A/R, to ensure regulatory compliance • Sampled material transactions, traced 260+ source documents and reconciled with accounting system output • Conducted physical inventory count for 107 samples using barcode technique, to ensure the accuracy of inventory balances and improve internal inventory control system • Gained deep understanding on controls design, optimization and assurance services over finance, compliance, and operational processes Show less • Identified and analyzed accounts with material discrepancies in general ledger and financial statements • Performed substantive internal control testing in revenue, A/P and A/R, to ensure regulatory compliance • Sampled material transactions, traced 260+ source documents and reconciled with accounting system output • Conducted physical inventory count for 107 samples using barcode technique, to ensure the accuracy of inventory balances and improve internal inventory control… Show more • Identified and analyzed accounts with material discrepancies in general ledger and financial statements • Performed substantive internal control testing in revenue, A/P and A/R, to ensure regulatory compliance • Sampled material transactions, traced 260+ source documents and reconciled with accounting system output • Conducted physical inventory count for 107 samples using barcode technique, to ensure the accuracy of inventory balances and improve internal inventory control system • Gained deep understanding on controls design, optimization and assurance services over finance, compliance, and operational processes Show less