Experience

Intelgica

• United States
• Telecommunications
• 1 - 100 Employee

• Finance Analyst

  • Feb 2022 - Present



Fullrich Industries Company

• United States
• Wholesale
• 1 - 100 Employee

• Accountant and operation assistant

  • May 2021 - Oct 2022

  • Create reports and models with data from NetSuite and 10 business partner’s portal to process accounting and operational duties.• Analyze reverse logistics deduction, detect abnormal charge and increase receivable.• Maintain accounting ledgers by verifying and posting account transactions, categorize expenses by analyzing and reconciling invoices.• Record daily receivables, create AR aging report, and follow up past due accounts.• Manage daily treasury/banking activities, reconcile 6 bank accounts monthly.• Build inventory report, monitor stock by weekly physical inventory count.• Match Po and packing slip with shipping label, schedule carrier for outbound shipment



Yuan Insurance&Financial Services

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Apr 2016 - Dec 2016

  • Develop new clients and create accounts in company system. Analyze and diagnose client needs• Partner with insurance agents to manage, renew and upsell existing clients, ensuring clients’ needs being met• Maintain stable relationships with clients by providing professional advices and problem-solving service • Develop new clients and create accounts in company system. Analyze and diagnose client needs• Partner with insurance agents to manage, renew and upsell existing clients, ensuring clients’ needs being met• Maintain stable relationships with clients by providing professional advices and problem-solving service



Nestlé

• Switzerland
• Food and Beverage Services
• 700 & Above Employee

• Tax Analyst

  • Aug 2012 - Jun 2014

  • Created pro forma financial statements for tax forecast and planning monthly and report to tax office.• Provided variance analysis after closing, monitor KPI and explain fluctuations in tax payment.• Managed full process of 14 tax returns monthly, kept tax related journal entries accurate for 2 subsidiaries • Resolved issues related to SAP reporting and project planning on tax purpose.• Responsible for managing and coordinating tax compliance work and audits

• Treasury Analyst

  • Apr 2011 - Aug 2012

  • Provide analysis in financial budgeting and planning monthly, and support management to enhance understanding of cash flow activities• Reconciled bank statements daily and ensured the accurate booking of bank transactions• Determined funding needed for weekly payment in local and foreign currency accounts• Recorded cash journey in SAP system, prepare daily petty cash scroll to controller• Prepare 50 domestic and oversea vendor payments and inter-company transfers for approval by the Accounting Manager and the CFO• Responded as the point of contact to all bank and SAFE (State Administration of Foreign Exchange)• Set-up and maintained 5 bank accounts database in 3 banks• Ensured the oversea payment be compliance with the Chinese foreign exchange regulation and maintain the company be in the A grade of the SAFE record.



Bank of China

• Banking
• 700 & Above Employee

• Personal Banker and teller

  • Mar 2010 - Apr 2011

  • Severed 50 retail customers daily, recommended products and services to meet the customers’ financial needs• Handled and balanced 150 routine financial transactions daily, deposits, withdrawals, merchant transactions, etc.• Assisted in customer data migration for new system implementation • Severed 50 retail customers daily, recommended products and services to meet the customers’ financial needs• Handled and balanced 150 routine financial transactions daily, deposits, withdrawals, merchant transactions, etc.• Assisted in customer data migration for new system implementation