Finance Program Director

• Oct 2022 - Present

Finance Director

• Apr 2020 - Dec 2022

Controller/Senior Finance Manager

• Jan 2015 - Jan 2020

-Budgeting and financial analysis for strategic planning, annual budgeting & forecasting. Complex financial model for projects. -Oversee corporate operations of US and international offices. Create data analysis to identify area of improvement to optimize operational efficiency. -Collaborate with cross function manager and directors on developing project budget, annual budget. Led financial review meeting to present various to budget, data trend and performance matrix. -End to end implementation of financial system, CRM, PO, and Contract Management System.-Supervise global finance resources. Manage +20 communication line on global basis. Show less

Accounting Manager

• Oct 2012 - Dec 2014

• Prepare financial statements and form 990, lead the annual audit process of US headquarter and all international affiliates.• Coordinate communications with fundraising team to ensure reconciliation of CRM system and accounting system. • Liaise with program team to audit patient data, monitor the reconciliation of surgical reports and expense report.• Design and create management financial reports, project budget, grant budget; Produce financial analysis based on management demand. • Work with HR and Executive team to prepare reports for Boar Meeting. • Coordinate with leaders across the organization to evaluate the financial performance of each cost center. • Evaluate and refine the organization's internal control procedure. Develop flowcharts and accounting manual as guidance for training new staff. • Monitor cash flows and prepare quarterly funds request.• Maintain vendor database, prepare payment release and other disbursement process• Track donations, grants and refunds• Manage organization's 6 bank accounts (reconciliation, internal transfer, wire transfer, etc.)• Monitor and reconcile paypal account• Develop year budget by cooperating with program directors and executive manager • Provide transaction report requested by management for board meetings Show less

Accountant Assistant

• Mar 2011 - May 2011

• Prepared general journal entry, accounts reconciliation • Assisted with budgeting and forecasting process • Processed tax exempt application and routine tax issues • Prepared general journal entry, accounts reconciliation • Assisted with budgeting and forecasting process • Processed tax exempt application and routine tax issues

Consulting Intern

• Jun 2010 - Aug 2010

• Prepared and re-check consolidated financial statements • Interviewed with client and recorded existing accounting problems and enterprise risk factors • Reviewed 156 accounting problems found in previous service phases, developed working papers for eleven cycles such as revenues and payment, fixed-assets and investment • Prepared and re-check consolidated financial statements • Interviewed with client and recorded existing accounting problems and enterprise risk factors • Reviewed 156 accounting problems found in previous service phases, developed working papers for eleven cycles such as revenues and payment, fixed-assets and investment

Audit Assistant

• Dec 2009 - Feb 2010

• Assisted in pre-audit assignments, including understanding the client’s business and internal control environment , making the evaluation of internal control and auditing strategies; • Conducted audit procedures such as test of detail for accounts receivable, including reviews of quarterly financial information; • Assessed audit findings to assist in finishing the draft of audit report • Assisted in pre-audit assignments, including understanding the client’s business and internal control environment , making the evaluation of internal control and auditing strategies; • Conducted audit procedures such as test of detail for accounts receivable, including reviews of quarterly financial information; • Assessed audit findings to assist in finishing the draft of audit report