Experience

Burlington Electric Department

• United States
• Utilities
• 1 - 100 Employee

• Senior Staff Accountant-McNeil

  • Nov 2017 - Present

  Prepares and analyzes monthly financial statements.Prepares accounting entries, monthly closing schedules, reconciliation of related accounts following Federal Energy Regulatory Commission accounting standards.Prepares allocation schedules.Reconciles and manages McNeil Joint Owner bank account, BED debt service funds accounts.Reconciles and monitors OBF and PACE loan.Prepares various regulatory filings, e.g. EIA report, sale and use tax return. Acts as BED's accounting liaison to the McNeil joint owners and at their quarterly meeting.Responds to auditor inquiries during fiscal year end and the related accounting issues.Maintains and updates process procedures.



AON Insurance Managers

• Account Manager

  • Aug 2011 - Nov 2017

  Responsible for managing a portfolio of captive accounts: - managing general ledgers, investment accounts and cash activities.- managing premium receipt, reinsurance premium payment, claim payment and adjusting loss reserves.- preparing financial statements, NAIC report, Vermont Captive Annual Report and premium tax returns.- coordinating with Aon team members and external service providers (auditor, actuary, attorney) to provide high quality services to the captive clients. Responsible for managing a portfolio of captive accounts: - managing general ledgers, investment accounts and cash activities.- managing premium receipt, reinsurance premium payment, claim payment and adjusting loss reserves.- preparing financial statements, NAIC report, Vermont Captive Annual Report and premium tax returns.- coordinating with Aon team members and external service providers (auditor, actuary, attorney) to provide high quality services to the captive clients.



Montgomery & Merrill PC

• United States
• Accounting

• Tax Intern

  • Jan 2011 - Apr 2011

  Prepare individual tax returns under the direct supervision of the partners. Prepare individual tax returns under the direct supervision of the partners.



Gallagher, Flynn & Company, LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax Intern

  • Jan 2011 - Apr 2011

  Working closely with tax partners, managers and seniors to prepare individual tax returns. Working closely with tax partners, managers and seniors to prepare individual tax returns.



Volunteer Income Tax Assistance Program

• United States
• Accounting
• 1 - 100 Employee

• Tax Preparer

  • Jan 2009 - Apr 2009

  Successfully completed training and passed certified VITA exams; assisted low-incomeresidents of the community with completion of their tax returns. Successfully completed training and passed certified VITA exams; assisted low-incomeresidents of the community with completion of their tax returns.



Ying's Translation Service

• Site Translator

  • Mar 2003 - Apr 2006

  Provided technical translation and job sites coordination between Chinese steel companiesand their foreign counter-partners on short-term contract basis. Other duties inclu Provided technical translation and job sites coordination between Chinese steel companiesand their foreign counter-partners on short-term contract basis. Other duties inclu