Winnie Wu

Tax Analyst at Bertelsmann, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Syosset, New York, United States, US
Languages
  • Chinese Native or bilingual proficiency
  • 英文 Professional working proficiency

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Credentials

  • AFP
    -

Experience

    • United States
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Tax Analyst
      • Aug 2022 - Present

  • NRG TECHNOLOGIES USA INC
    • New York, New York, United States
    • Senior Accountant
      • Jun 2019 - Jul 2021

      · Held full responsibility for filing corp tax, payroll tax, and sales tax. · Worked closely with other departments and worked to solve complex accounting problems. · Oversaw all facets of Financial Reporting and Analysis including budget and forecasting. · Directed and managed the daily accounting operations, including the accounting, payroll, accounts payable, and accounts receivable. · Involved with the registrations and renewals of business licenses for filing States. · Held full responsibility for filing corp tax, payroll tax, and sales tax. · Worked closely with other departments and worked to solve complex accounting problems. · Oversaw all facets of Financial Reporting and Analysis including budget and forecasting. · Directed and managed the daily accounting operations, including the accounting, payroll, accounts payable, and accounts receivable. · Involved with the registrations and renewals of business licenses for filing States.

    • Accounting
    • 1 - 100 Employee
    • Accountant
      • May 2017 - Jun 2019

      · Applied best practices while auditing and processing different states' tax returns. · Played a key role in processing and rectifying tax issues for 2k+ clients. · Held full responsibility for arranging financial statements for tax returns, audits, and period closing. · Performed comprehensive evaluation of the financial status of clients. · Reorganized ~200+ business clients to carefully inspect all client data, discover problems, and resolve government communication letters to waive most clients’ penalties.rocesses by designing and augmenting effective financial processes. Show less

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax accountant
      • Jan 2016 - Nov 2016

      · Functioned significantly in filing tax returns for businesses and individual clients in various states. · Prepared year-end closings, including adjusting journal entries. · Instrumental in registering multiple types of corporations, filing payroll tax returns, and sales tax returns for different states. · Fostered productive relationships with transfer clients by using accounting expertise to address issues. · Functioned significantly in filing tax returns for businesses and individual clients in various states. · Prepared year-end closings, including adjusting journal entries. · Instrumental in registering multiple types of corporations, filing payroll tax returns, and sales tax returns for different states. · Fostered productive relationships with transfer clients by using accounting expertise to address issues.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Research Assistant
      • Dec 2013 - May 2016

      •Research assistant for two different professors, assisting with various research projects, thesis materials, and data analysis. • Finance and public management research specialization. •Research assistant for two different professors, assisting with various research projects, thesis materials, and data analysis. • Finance and public management research specialization.

    • Banking
    • 700 & Above Employee
    • Branch Accountant Manager
      • Dec 2011 - Aug 2013

      • Assessed and controlled risks on personal accounts operations, keeping all accounts cleared and business lines running efficiently. Achieved 100% risk control. • Financial planner for key clients and consultants, accumulating over $20 million in product sales. • Assessed and controlled risks on personal accounts operations, keeping all accounts cleared and business lines running efficiently. Achieved 100% risk control. • Financial planner for key clients and consultants, accumulating over $20 million in product sales.

    • Denmark
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Accountant Receivable intern
      • Jan 2010 - May 2011

      • Responsible for monitoring receivable activity and customer relationships. • Handle 20+ key client account receivable, reduce account overdue from 20% to 4%. • Achieved average more than 96% accuracy rate on account reconciliation. • Responsible for monitoring receivable activity and customer relationships. • Handle 20+ key client account receivable, reduce account overdue from 20% to 4%. • Achieved average more than 96% accuracy rate on account reconciliation.

Education

  • Long Island University
    MS, ACCOUNTING
    2013 - 2016
  • 上海海事大学
    Master of economic, Industrial econonic
    2009 - 2011
  • 大连海事大学
    管理学士学位, 财务金融
    2004 - 2008

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