Senior Accountant

Financial Analyst: Mergers and Acquisitions

• Aug 2020 - Nov 2020

• Facilitate mergers and acquisition of companies by coordinating with owner leaders of target acquisitions • Research potential acquisition targets in the US and provide analytical support for CEO • Collaborate with external firms to provide financial reporting, audits, contracts and valuations • Review terms and conditions of contracts to communicate with HQ in Korea • Processed company expense transactions including payroll for subsidiaries and bills to vendors • Facilitate mergers and acquisition of companies by coordinating with owner leaders of target acquisitions • Research potential acquisition targets in the US and provide analytical support for CEO • Collaborate with external firms to provide financial reporting, audits, contracts and valuations • Review terms and conditions of contracts to communicate with HQ in Korea • Processed company expense transactions including payroll for subsidiaries and bills to vendors

Accounting Specialist

• Sep 2019 - Jun 2020

• Design and implement new accounting processes for month-end journal entries. • Create and update monthly lead sheets and rollforwards with year-end audit support documents. • Research and reconcile payroll bank statements for 3 entities. • Coordinate month-end journal entries with outside departments. • Responsible for all payroll, and insurance related matters. • Design and implement new accounting processes for month-end journal entries. • Create and update monthly lead sheets and rollforwards with year-end audit support documents. • Research and reconcile payroll bank statements for 3 entities. • Coordinate month-end journal entries with outside departments. • Responsible for all payroll, and insurance related matters.

Accountant/Investor Reporting Analyst

• Jun 2018 - Sep 2019

• Manage monthly financial statements and provide variance analysis • Prepare quarterly performance reports and monthly statements for investors on a timely basis • Conduct annual financial audits in collaboration with accounting departments • Calculate and post journal entries and accruals for month-end closings • Reconcile bank, credit card, and inter-company transactions • Designed and automated investor onboarding process and any related due diligence • Instituted new business processes to improve investor data integrity for future audit • Assist with the preparation and distribution of K-1 tax statements • Utilized pivot tables to organize investor data to determine fund compliance to 506c status Show less

Accountant/Grant Writer

• Nov 2017 - Apr 2018

• Posted monthly journal entries to accounts payable and receivables • Constructed SOPs to streamline accounting tasks such as tax statements for future employee use • Prepared and reviewed tax statements for donors • Maintained investor, potential leads and vendor data on Salesforce • Posted monthly journal entries to accounts payable and receivables • Constructed SOPs to streamline accounting tasks such as tax statements for future employee use • Prepared and reviewed tax statements for donors • Maintained investor, potential leads and vendor data on Salesforce

Accounting Clerk

• Sep 2016 - Jun 2017

• Prepared and reviewed invoices for warehouse and clients • Communicated with clients in regards to payments, credits and shipping information • Created warehouse reports for warehouse manager, general managers and CEO • Prepared and reviewed invoices for warehouse and clients • Communicated with clients in regards to payments, credits and shipping information • Created warehouse reports for warehouse manager, general managers and CEO

Assistant Manager

• Jan 2016 - Jul 2016

• Managed a team of 10 medical billers and trained new employees • Completed various administrative tasks such as faxing, phone calls, scanning, emailing, organizing, etc. • Communicated with clients about billing status, issues, and inquire about patients and procedures • Provided owner with team performance reports • Managed a team of 10 medical billers and trained new employees • Completed various administrative tasks such as faxing, phone calls, scanning, emailing, organizing, etc. • Communicated with clients about billing status, issues, and inquire about patients and procedures • Provided owner with team performance reports

Scribe Trainer

• Oct 2014 - May 2016

• Trained and evaluated new scribes in their medical terminology and patient charting • Prepared patient charts for the ER physicians, and any referred physician • Provided any needs for patients such as blankets, water, and food • Worked at St. John’s Health Center and Torrance Memorial Hospital • Trained and evaluated new scribes in their medical terminology and patient charting • Prepared patient charts for the ER physicians, and any referred physician • Provided any needs for patients such as blankets, water, and food • Worked at St. John’s Health Center and Torrance Memorial Hospital

Data Entry Clerk

• Apr 2013 - Dec 2015

• Create and upload Excel spreadsheets of products to sell on amazon and company website • Inventory control • IT support, Implement and maintain online sharing program, Box. • Train new workers • Create and upload Excel spreadsheets of products to sell on amazon and company website • Inventory control • IT support, Implement and maintain online sharing program, Box. • Train new workers

Teacher

• Sep 2011 - Jun 2013

1:1 Tutoring sessions in any high school math. Assisted and assessed the student's homework taught kids math in a group setting. 1:1 Tutoring sessions in any high school math. Assisted and assessed the student's homework taught kids math in a group setting.

EMT

• Jun 2012 - Aug 2012

Interfacility transport: Transport patients and maintain vitals. Interfacility transport: Transport patients and maintain vitals.