Experience

NYSSCPA - The New York State Society of CPAs

• United States
• Education Administration Programs
• 1 - 100 Employee

• Committee Member

  • 2016 - Present



BDO China-SHU LUN PAN Certified Public Accountants LLP

• China
• Accounting
• 200 - 300 Employee

• Senior Auditor

  • Dec 2019 - Jul 2021

  ●Led an auditing program for 12 subsidiaries of a government-owned company with 180 billions assets, prepared consolidated cash-flow statement and issued audit opinion;●Participated in internal control examination for 99 subsidiaries companies of a government-owned energy company, responsible for accounting estimate, performed walk-through test and control test, made comment and advise on the process and execution of internal control, assisted in composing handbook for internal control;●Assisted in ERP system migration for a government-owned energy company, standardized financial data in SAP and familiarized corporate staff with new system in finalizing financial statements; ●Responsible for client acquisition, including undertaking, proposing, communicating, and maintaining client relation.



Ruihua Certified Public Accountants

• Accounting
• 1 - 100 Employee

• Auditor

  • Nov 2018 - Dec 2019

  ●Participated in FDD for a pharma company, performed deep analysis for budget and operation with financial utilization ratio and management interview, completed FDD report;●Took charge of financial forecast for Singapore education group, analyzed historical trend of revenue and cost, and make forecast with assumptions based on business development plan, market prospective, and economic growth;●Assisted in annul auditing for a public commercial bank, led team compose English auditing report;●Participated in IPO preparation for accounting and financial functions for a pharma company, advised on improvement solutions, responsible for pay roll cycle and expense related items; ●Coordinated communication and consultant between HK and SG team and assisted in drafting financial plans.



Yeshiva University

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant, office of Enrollment management

  • Jan 2017 - Jul 2017

  ● Work with Director of Enrollment Management and Enrollment Project Manager in design, writing, and editing the Graduate School social media● Assisted with local intelligence in niche international market recruitment efforts towards the fulfillment of enrollment goals/projections● Extracting applicant information through Element 451 suite● Maintaining database of prospect students in Excel/Google Sheets● Collecting data for use and analysis● Meeting with prospective students



Ruihua Certified Public Accountants

• Audit Associate

  • Jan 2015 - Sep 2015

  • Participated in auditing of Kingee Culture LLC.’s acquisition project for Jince Industry Ltd. Co. • Made significant contribution to the effectiveness and fairness of the auditing report by finding out individual missing fund and tax evasion issues.• Carefully reviewed A/P, A/R, cash, inventory, dividends and other expenses’ records.• Provided guidance to other interns with both professional knowledge and conduct. • Participated in auditing of Kingee Culture LLC.’s acquisition project for Jince Industry Ltd. Co. • Made significant contribution to the effectiveness and fairness of the auditing report by finding out individual missing fund and tax evasion issues.• Carefully reviewed A/P, A/R, cash, inventory, dividends and other expenses’ records.• Provided guidance to other interns with both professional knowledge and conduct.



InQuireUnited, LLC

• Accountant

  • Apr 2013 - Oct 2014

  • Collaborated as part of team to start business focused on providing assistance to international students from securing housing, to travel to completing paperwork.• Handled all bookkeeping and financial forecasting and budgeting for organization. • Promoted business to campus offices that assist with international students. • Collaborated as part of team to start business focused on providing assistance to international students from securing housing, to travel to completing paperwork.• Handled all bookkeeping and financial forecasting and budgeting for organization. • Promoted business to campus offices that assist with international students.



University of Oregon

• United States
• Higher Education
• 700 & Above Employee

• Student leader

  • Sep 2012 - Sep 2013

  • Worked 15 hours a week serving university students and staff in on-campus eatery.• Trained new staff in effective customer service and proper kitchen techniques. • Worked 15 hours a week serving university students and staff in on-campus eatery.• Trained new staff in effective customer service and proper kitchen techniques.



SEC Alstom Shanghai Transformers Co., Ltd

• Tax Professional

  • Aug 2012 - Sep 2012

  • Learned to understand the application of Chinese Tax Law under real business environment.• Communicated and cooperated with experienced colleagues to complete the Balance Sheet, Income Statement, and the Statement of Cash Flow.• Audited tax reports and addressed tax package by using SAP and Excel. • Learned to understand the application of Chinese Tax Law under real business environment.• Communicated and cooperated with experienced colleagues to complete the Balance Sheet, Income Statement, and the Statement of Cash Flow.• Audited tax reports and addressed tax package by using SAP and Excel.