Experience

SafeLease

• United States
• Insurance
• 1 - 100 Employee

• Accounting Manager

  • Jun 2023 - Present



Scale AI

• United States
• Software Development
• 700 & Above Employee

• Senior Accountant

  • Feb 2021 - Sep 2023

  San Francisco, California, United States



Applied Gaia

• United States
• Environmental Services
• 1 - 100 Employee

• Accounting and Finance Operations

  • Mar 2019 - Feb 2021

  - Maintain accurate accounting records and prepare financial statements - Analyze business operations, trends, costs, revenues, financial commitments, and project future revenues and expenses - Conduct financial compliance reporting for New Market Tax Credit program - Calculate commission, management fees, owner’s distributions, funding requests and cash analysis - Prepare ACH and wire transfer and handle payroll system



MicMD Telehealth, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Finance Operations

  • Jul 2018 - Mar 2019

  Houston, Texas Area - Prepared and presented financial statements and reports to the board member - Handled accounts payables and receivables reconciliation and payroll functions - Managed internal control functions and coordinated with external CPA firm - Prepared and managed the financial budgets and forecasts - Organized and preserved internal records and documents



The University of Texas System

• Higher Education
• 400 - 500 Employee

• Internal Auditor

  • Feb 2018 - May 2018

  - Identified potential inappropriate or fraudulent financial activity through continuous monitoring of vendor payments for fiscal year 2018 - Reviewed detailed financial transaction by each vendor through the financial system, PeopleSoft - Examined supporting documentation in IBM Content Navigator to validate controls within the purchasing system - Interviewed the Data Analytics Program Manager and Accounting Services personnel to get first hand transaction flow information



Tigress Financial Partners LLC, Research Division

• United States
• Investment Banking

• Audit Analyst

  • Dec 2017 - Jan 2018

  - Assisted in directing and managing the design and successful execution of the internal audit plan and provided strategic and proactive consultation in identifying risk exposures and in evaluating solutions for internal control weaknesses and regulatory compliance issues - Evaluated the risk management cases in financial services that impacted Dodd Frank, identified the controls deficiencies in those case and proposed corrective action - Provided a thoughtful, risk-based broker/dealer… Show more - Assisted in directing and managing the design and successful execution of the internal audit plan and provided strategic and proactive consultation in identifying risk exposures and in evaluating solutions for internal control weaknesses and regulatory compliance issues - Evaluated the risk management cases in financial services that impacted Dodd Frank, identified the controls deficiencies in those case and proposed corrective action - Provided a thoughtful, risk-based broker/dealer perspective and helped oversee all parts of the internal audit program including, but not limited to, risk assessment, audit plan development, audit plan execution, continuous monitoring, and project reviews. - Reviewed key internal audit work papers including planning documents and audit reports to ensure clear identification and communication of risks and issues prior to presentation to senior management - Analyzed chart patterns and swings based on market trends and momentum to gain insight of the firm's strategy and gain a better understanding and foresight into trading activities - Ensured the execution of the audit plan reflected the annual Audit Response Programs and provides sufficient basis for providing an annual opinion for each critical risk process/function - Assisted in FINRA Risk Based Audit, evaluated compliance with Written Supervisory Procedures and adequacy of internal controls - Reviewed FinCEN reports, prepared SAR reports and verified customers in OFAC - Performed detailed analyses to detect patterns, “red flags”, trends and schemes in transactions across multiple business lines Show less



AUCTA International Education Management

• Education Consultant

  • May 2017 - Jul 2017

  China - Organized college application workshops for 15 students to promote their social and intellectual welfare - Led archery club by reserving venues, negotiating discount, and collecting and transferring money electronically - Judged English speaking competition of 500 students, assessing their pronunciation and debating skills



Cornell University

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Aug 2016 - Dec 2016

  Ithaca, New York Area - Supported professor by grading homework and tests, computing and recording grades, and proctoring exams - Reinforced concepts from class by reviewing material with students in small groups during office hours



Raventech Inc.

• Assistant Accountant

  • May 2016 - Jul 2016

  Beijing City, China - Followed the internal control to reimburse employees for business related expenses up to $10K - Conducted physical inventory to ensure accurate accounting records



IRS Volunteer Income Tax Assistance Program (VITA)

• IRS - Certified Tax Preparer

  • Jan 2016 - Apr 2016

  - Completed and certified in tax law training, including the use of electronic filing software - Conducted one-on-one interviews with clients that included probing questions to gather the information to prepare an accurate tax return; prepared and electronically filed federal and NYS tax returns for clients, with total tax refunds exceeding $600 per client - Reviewed all financial records including income statement and documentations of expenditures to determine forms needed to prepare… Show more - Completed and certified in tax law training, including the use of electronic filing software - Conducted one-on-one interviews with clients that included probing questions to gather the information to prepare an accurate tax return; prepared and electronically filed federal and NYS tax returns for clients, with total tax refunds exceeding $600 per client - Reviewed all financial records including income statement and documentations of expenditures to determine forms needed to prepare tax returns and make proper appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum Show less



China Guangfa Bank

• Financial Services
• 200 - 300 Employee

• Assistant Service Manager

  • Jun 2015 - Jul 2015

  中国 北京 - Provide professional assistance for current clients to optimize customer satisfaction - Build relationship with potential customers through various ways to increase business - Handle the tasks of updating daily meeting records and reporting quantified business operation



the Statler Hotel

• Frontwait&Kitchen Staff

  • Oct 2014 - Apr 2015

  - Coordinate the logistics with three people to organize Sunday brunch at the Statler Hotel - Organize and facilitate the dining operations at functions such as weddings and conferences for over 200 guests - Learn and practice proper wine etiquette for parties with over 100 guests per night



International Conference on Photonic, Electronic, and Atomic Collisions

• Translator

  • Jul 2013 - Aug 2013

  - Served as an interpreter liaison for foreign delegates and professors from around the world - Organized and served Eastern and Western sections of buffet for candidates from different countries - Registered candidates for the conference by receiving conference fees and arranging the hotel rooms



Social Networking Website of Renren

• Campus Representative

  • Jun 2012 - Jun 2013

  Lanzhou, China - Encouraged and mobilized students to join the networking site (renren.com) to foster alumni connections - Held various activities and games to familiarize students with the networking site (renren.com) - Answered inquiries or technical problems from new customers of the networking site (renren.com)