Experience

Pasha Stevedoring & Terminals L.P.

• United States
• Maritime
• 1 - 100 Employee

• Finance Manager

  • Nov 2019 - Present



MAXON Lift Corp

• Truck Transportation
• 200 - 300 Employee

• Financial Accountant/ Senior Financial Analyst

  • Sep 2016 - Nov 2019

  After careful scrutiny of our product line, initiated new analysis procedures that resulted in reducing material costs. The strategy to swapping to more cost-efficient materials resulted in a 20% increase in Gross Margins for the company. Oversight the purchase and startup of a new Canadian Warehouse. Researched facilities, stocked inventory, managed filings for intercompany transit, managed filings for out-of-country transport, etc. Billing Duties: Accounts Payable: Review all invoices for appropriate documentation and approval prior to payment; Match invoices to checks, Obtain all signatures for checks and distribute checks accordingly; Respond to all client inquiries; Reconcile client statements & research and correct discrepancies. Accounting Duties: Reconciled various reports to the General Ledger; Sales Tax Analysis, Accrual Rebates Schedule, Long-term assets, Rent, Cash and Credit Card deposits, and other various Month End reports. (Proficient in Epicor, Advance Financial Reporting, and Excel (Pivot Tables, VLookup, Integrating formulas and displaying charts, bars, etc.) Financial Analysis: Work directly with the Project Manager regarding: Gross Margin Reports and Presentations to Management; Cost-Benefit Analysis regarding top clients and products to streamline processes and find alternative solutions for more cost-effective strategies; Integrating better inter-departmental strategies to increase efficiency (doing so resulted in the company being able to reduce costs by 20%, while still experiencing an increase in sales). Examination: Created and maintained analysis reports of raw data showing statistics, win percentage, expense reports, and cost-benefit. Initiated improvements in day to day transactions by creating and maintaining pivot tables of raw data in Excel to improve efficiency and accuracy in analysis. Data analysis to understand client trends and usage/purchasing patterns.



Hua Zhou Construction, A Sole Proprietorship

• Phoenix, Arizona Area

• Accountant/ Office Manager

  • Dec 2014 - Aug 2016

  In charge of maintaining accounting ledgers by verifying and posting account transactions; disburse petty cash by recording entry; verifying documentation. Verify client accounts by reconciling monthly statements and related transactions. Managed client accounts and organized project jobs to effectively capitalize on business opportunities with limited resources. Scheduled jobs for and maintained calendar for clients and other potential customers. Followed up and emailed other clients, vendors, and supply chains. Maintained list of inventory and supplies for current projects as well as status of goods. Researched for best competitive prices and compared market prices. Maintained timesheet entry for payroll system for temp employees and outside contractors. Onsight management: oversaw progress of projects and updated status to relevant stakeholders.



Bohm Wildish & Matsen, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Accounting and Billing Manager

  • Aug 2012 - Dec 2014

  Managed 600+ clients' accounts daily through the full accounting process. Coordinated with the payroll service for payments of salary and bonuses, generated monthly reports, and insured accurate and timely payment of taxes. Billing: Manually entering daily client transactions on daily basis. Created, maintained, and closed client accounts with month-end and year-end reports. Proficient in Tabs3, QuickBooks, and Allegiant Billing Software. Accounts Receivable: Processed and posted client payments by recording cash, checks, and credit card transactions. Posted revenues by verifying and entering transactions from electronic payments and local deposits. Updated receivables by totaling unpaid invoices. Budgeting: Generated balance sheets, statement of cash flow reports, and Profit and Loss reports as well as other budget reports. Assisted in analysis of client costs/expenses. Marketing: Researched and presented advertising proposals to local businesses for sponsorship Presentations: Creating and delivering professional proposals and presentations. Researched issues for public debate and organized topics. Planned and scheduled the agenda of organizations such as the Orange County Bar Association: Banking and Lending Section.



Chinese Association at University of California, Irvine

• Irvine, CA

• President/ External Vice President/ Secretary

  • Sep 2008 - Jun 2011

  • Auditing: Reviewed all organizational transactions and reimbursements; overseeing organization finances and budgets • Directing: Implemented long term goals and timelines; delegated short term assignments to accomplish these goals • Event Planning: Organized weekly meetings and events, including large-scale quarterly/annual community events • Marketing: Researched and presented advertising proposals to local businesses for sponsorship • Negotiating: Challenged businesses with competitor’s quotes to minimize costs of non-profit organization • Training: Developed a team of 15 officers each year to manage day to day operations ACCOMPLISHMENTS • Mentored and instructed 18 interns over a three year period for success in leadership positions • Negotiated catering rates and determined venue arrangements to annual dinner formal for 150 associates • Organized and coordinated annual ski vacation at Lake Tahoe for 120 associates in the past 2 years • Planned and operated Outreach conference, led by 70 UCI students, for 180 low socio-economic high school students • Supervised and conducted weekly & annual events for 520 associates at the UC Irvine campus • Established new relations with local branches of national organizations such as OCA-OC and the Orange County Asian and Pacific Islander Community Alliance (OCAPICA)



Coast to Coast Copy

• Newport Beach, California

• Assistant Manager

  • Sep 2007 - May 2009

  • Established connections with local lawyers and businessmen • Prepared litigation for transportation, duplication, and transcription • Recorded and organized sale transactions and invoices • Answered, screened, and directed calls; relayed messages and provided information to callers • Maintained general wellness of the store with duties not limited to: greet persons entering organizations, received and sorted mail, and general administrative and clerical support • Established connections with local lawyers and businessmen • Prepared litigation for transportation, duplication, and transcription • Recorded and organized sale transactions and invoices • Answered, screened, and directed calls; relayed messages and provided information to callers • Maintained general wellness of the store with duties not limited to: greet persons entering organizations, received and sorted mail, and general administrative and clerical support