Campbell, California, United States
A combination between an academic education and experience with a start-up as well as multinational corporate environment provides me a solid background to develop my career path in finance and accounting reaching my near goal as an accounting manager
- Report to the Controller and CFO, promote recommendations to improve internal control system, increase business metrics by reducing charge-back expense - Assist external audit for IPO filing with audit trails and assertions - Generate ad hoc reports within QuickBooks; prioritize workflows and optimize process by reducing 80% recording (500+ sales receipts from 40 to 8 hours) - Sense of teamwork, community and integrity; 1099s preparation and reporting, sales and use tax filing - Take care 20+ Electronic Data Interchange platforms like Amazon, Groupon...; ability to use applicable information system to meet the work needs - Managing a global treasury platform with 1,000+ transactions per month, both by streamlining the order-to-cash, process by utilizing credit card, PayPal, Amazon Pay, Apple Pay, ... - Bank and credit card reconciliations, corresponding journal entries for month-end and quarter-end - Assist with timely and detailed budget information for operating cash flows
Administrative, clerical functions and paperwork tasks, as well as client interfaces - Input, classify, and reconcile supporting documents for more than 300 individuals and company clients - Maintain efficient filing, records retention & appropriate security; perform tax research & tax laws - Experienced with Office Tools Workspace and Pro-Series Tax System, cloud client portals, DocuSign
- Teaching Assistant in the following courses: (i) Financial Reporting and Analysis, (ii) Quantitative methods for Business and (iii) Financial Management - Support students with class materials, assignment and homework discussion
Payable Accounting Officer at Treasury Department Hardworking with precision and creative solutions to optimize processes of full cycle AP functions under international complex corporate system, backed up for A/R and fund reports for 3 months. Skeptical with potential exposure of risk and risk mitigation planning in disbursement procedure. - Handle fast-paced payment process: daily check run with high volume of policy and medical claims and invoices (approx. 3,000 claims and 2,000 invoices monthly); manage Petty Cash reimbursement and floating. - Develop solutions to correct errors and rationales to explain anomalies; prepare analysis of and reconciling company accounts, weekly reconciliation credit cards and bank accounts; - Assist in financial reporting analysis, tax filing, interact with internal and external auditors. - Partner with cross-functional teams to support and deliver automated disbursement systems solutions; - Assist with creating accounting manuals; procedures for automated internal approval and disbursement procedure, implementing process improvements and internal change focused on time saving and efficiency: automated banking disbursement process (batch transfers instead of individual transfers, bank fee reduced by $700/month); budgeting and bank reconciliation (time saving from three days to one day to reconcile 13 accounts with approximately 5,000 transactions monthly)