Staff Accountant

• May 2021 - Present

Junior Auditor

• Jul 2017 - Aug 2017

• Involved in semi-annual auditing of 1 public company and contacted banks and brokers to accomplish confirmations.• Identified control gaps in processes, procedures, and systems through in-depth research and assessment and suggested methods for improvement.• Evaluated company policies to determine how well standards adhered to best practices.• Assisted the audit team to check ledgers and finish the audit draft before deadlines, improving team efficiency.• Administered internal auditing programs through the use of data analytics software.

Junior Accountant

• Jun 2016 - Aug 2016

• Assisted others in collating semi-annual costs, accounting salaries, and welfare through checking laws and regulations related to state-owned enterprises in China.• Reviewed financial documents to verify accounting data and mathematical accuracy.• Managed complex finance projects under the direction of senior management to meet deadlines and budget limitations.• Compiled general ledger entries on a short schedule with 100% accuracy.• Improved the work efficiency of accountants by sorting the accounting documents in the archives to ensure the organization of records.• Provided weekly cash flow reports containing inflows, outflows, and projections to the controller.

Junior Advisor

• Jan 2015 - Mar 2015

• Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions.• Created positive relationships between clients and managers by communicating with both parties in a professional manner.• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.• Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.• Provided clients with information on bank accounts, institutional policies, financial products, and related services.• Increased the team goal of selling financial products by 10% through checking and inserting the essential information of clients in an effective way.