Experience

HLP Integration

• United States
• IT System Data Services
• 1 - 100 Employee

• Financial Analyst

  • Jul 2016 - Present

  Washington D.C. Metro Area · Responsible for the monthly billing process, revenue and expense accounting entries for HLP, a DC-based firm that provides AI software solutions for the eDiscovery space. · Collaborated with the sales and technical teams to reorganize the monthly billing workflow, which reduced revenue leakage and improved overall billing efficiency. · Prepare monthly sales and costs reports for the CEO and senior management, providing insights on client profitability trends, technical capacity… Show more · Responsible for the monthly billing process, revenue and expense accounting entries for HLP, a DC-based firm that provides AI software solutions for the eDiscovery space. · Collaborated with the sales and technical teams to reorganize the monthly billing workflow, which reduced revenue leakage and improved overall billing efficiency. · Prepare monthly sales and costs reports for the CEO and senior management, providing insights on client profitability trends, technical capacity utilization, and administrative costs. · Prepare cash flow projections, reconcile bank accounts, and maintain fixed asset register. Documented all accounting procedures and processes. · Administer the company’s CRM (Salesforce); manage the access and validation rules, hierarchy, and privilege controls. Sync billing information from the CRM to the accounting system. · Respond to client billing inquiries with professionalism, managed vendor relations. Show less



KPMG China

• Hong Kong
• Financial Services
• 700 & Above Employee

• Data Analyst

  • Sep 2018 - Nov 2019

  Shanghai City, China



Laureate Education, Inc.

• United States
• Higher Education
• 700 & Above Employee

• Business Analyst Intern

  • Jan 2016 - May 2016

  Baltimore, Maryland Area · Prepared monthly IT billing and environment cost reports for the IT department. Focus was on procurement, services, subscriptions and tasks · Produced reports from PeopleSoft production environment such as user accounts audit reports and change request update reports to support daily operations. · Supported senior ERP manager in technical resource leveraging and prepared dashboard reports for issues, defects and risks analysis. · Assisted in aligning IT and corporate accounting in… Show more · Prepared monthly IT billing and environment cost reports for the IT department. Focus was on procurement, services, subscriptions and tasks · Produced reports from PeopleSoft production environment such as user accounts audit reports and change request update reports to support daily operations. · Supported senior ERP manager in technical resource leveraging and prepared dashboard reports for issues, defects and risks analysis. · Assisted in aligning IT and corporate accounting in managing capital and operational project costs by reviewing BRD and LOE documentation. · System Administrator and back-end operator of vRealize Business. Went through ETL and SFTP procedures to keep data updated. Contributed in data reconciliation with managerial reports. Show less