Dallas, Texas, United States
Senior professional with 2+ years experience in accounting and finance-related industries, have successfully managed teams and developed a strong familiarity with accounting and tax-related laws and practices. Independently complete entire audit cases within tight time and budget constraints. Highly focused, technically-minded leader with a solid grounding in business theory. Supplied time-sensitive insights and accountable information for a competitive edge of marketplace. Use a range of accounting analytical tools and develop creative solutions to complex problems. Exceptional cross-cultural communication skills collaborate effectively with colleagues from diverse backgrounds.
• Utilized SAP and related software to assist international companies with audits and tax cases • Assisted clients in reimagining their business processes through technology enablement, addressing complex accounting and financial reporting challenges, providing risk assessment, and leveraging advanced analytics and process improvement to deliver quality audits • Contributed to engagement success by managing budgets, hours, schedules, and employees in order to foster optimal performance, and was recognized by department leaders for this accomplishment • Planned schedules and delegated assignments to meet coverage and service demands
• Participated in regular discussions with portfolio managers and analysts regarding investments in international and Taiwanese markets; successfully defended written reports of investment thesis and stock recommendations to the firm's investment committee • Managed detailed financial models for companies under coverage; quantitative valuation methods included discounted cash flow, sum of parts, peer valuation, EV/EBITDA and P/E models
• Involved in communication with team manager regarding potential customers and attempted to entice them to join the team; assisted visiting clients and confirming insurance contract • Be recognized as the best intern by the internship review committee • Passed the professional insurance test and became a licensed life insurance salesman
• Collaborated with the audit team to achieve the audit of JP Morgan Asset Management; Collected supplementary auditing materials and identified quarterly changes in key financial metrics by comparing six funds' investment balance sheets • Analyzed, examined, and validated the account for US$30 million of exchange-traded bonds based on Taiwan Futures Exchange's evaluations; Clarified disclosures in financial statements related to footnotes