Portfolio Accountant

• Aug 2020 - Present

Staff Accountant

• Feb 2020 - Aug 2020

Staff Accountant

• Jul 2018 - Dec 2019

Accountant

• Jul 2016 - Jul 2018

• Interface with property managers, corporate accountant, vendors, residents and senior management. Route and monitor approval of all invoices in accordance with company invoice process policies. • Conduct research on utility usage and save thousands of dollars based on practical analysis. • Assistance in tracking insurance certificates and related restrictions and policies on payment. • Large volume of filing and copying, and prepare weekly, monthly and yearly financial reports. • Conduct auditing projects together with other accountants and financial manager. • Enter general ledgers, prepare monthly and yearly financial statements and reports, AP, AR and accounting system maintenance. • Help organize vendor and residential events and host and design the biggest event - Chinese New Year celebration which attracts thousands of residents.

Tax Preparer

• Nov 2015 - Jun 2016

• Responsible for income tax preparation for individuals and companies. • Review financial records such as income statements and documentation of expenditures. • Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. • Complete tax forms in accordance with policies and in compliance with legislation and regulations. • Responsible for income tax preparation for individuals and companies. • Review financial records such as income statements and documentation of expenditures. • Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. • Complete tax forms in accordance with policies and in compliance with legislation and regulations.

Financial Research Intern , Research and Development

• Sep 2014 - Sep 2015

• Provided consultation services and recommended on risk control, capital management, national and local resources and asset allocation for clients from small to mid-sized companies and Fortune 500 companies by applying SAS. • Prepared weekly company-wide newsletters, which include general economic trends, forecasting revenue growth rate and financial ratios and modeled stock price, as an investment reference for high net-worth individuals • Developed, produced and analyzed regional financial statements and assisted in data analysis by calculating, cash flows, NPV and IRR to assess an educational project

Research Assistant,Ford Institute for Human Security

• Aug 2014 - Sep 2014

• Searched and collected materials from the Sustainable Brands Conference 2014, which was held in San Diego, CA this June. • Made a summary chart, which included topics, keynote speakers, contributions, event videos and slideshows. • Searched and collected materials from the Sustainable Brands Conference 2014, which was held in San Diego, CA this June. • Made a summary chart, which included topics, keynote speakers, contributions, event videos and slideshows.

Summer Intern, Financial Control

• Jun 2013 - Sep 2013

• Assisted with major journal entries, investigated financial statements (Year 2003-Year 2013) and P&L analysis to assess history financial status and figure out credit and market risks in reporting system. • Assisted with major journal entries, investigated financial statements (Year 2003-Year 2013) and P&L analysis to assess history financial status and figure out credit and market risks in reporting system.

Associate, Consumer and Business Banking

• Nov 2012 - Mar 2013

• Collected and verified 10+ business clients’ corporate financial information such as balance sheet, income statement, cash flow statement for evaluation and analysis • Evaluated business clients’ credit risk through in-depth company financial statement analysis in the areas of liquidity, solvency, profitability, asset management efficiency to facilitate final loan issuing decision • Assessed retail clients’ credibility by constructing samples, analyzing credit records and make loan recommendations • Generated sales through various marketing channels to achieve and exceed sales target; solicited both retail and business clients to open up or transfer over 50+ accounts of various types

Sales and Marketing Consultant

• Jun 2010 - Aug 2012

• Helped national and commercial banks, insurance companies and financial institution to improve their knowledge, service quality and customers’ loyalty • Assisted clients in financial industry to analyze and assess the sales of credit portfolio and customer satisfaction through Microsoft SQL Server, CRM, Excel • Provided customers with solution plans to enhance work effectiveness and accuracy in financial risk prediction and management • Helped national and commercial banks, insurance companies and financial institution to improve their knowledge, service quality and customers’ loyalty • Assisted clients in financial industry to analyze and assess the sales of credit portfolio and customer satisfaction through Microsoft SQL Server, CRM, Excel • Provided customers with solution plans to enhance work effectiveness and accuracy in financial risk prediction and management