Experience

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  China construction bank (asia) corporation limited

  Jul 2014 - Sept 2014

  Investment analyst

  •Bond data collection •Analyzed the financial situation of the bond-issuing company •Prepared financial report

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  Agricultural bank of china

  Apr 2015 - Jun 2015

  Accountant intern

  •Analyzed and verified individual clients’ ledger accounts utilizing SAP software platform and completedover 450 ledger deposit transaction totally $200 thousand•Engaged in bill operation and collaborated with voucher auditor to operate over 100 cash checks withnearly 100 individual business companies

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  Wall street prep

  Nov 2015 - Jan 2016

  Financial&valuation modeling seminars

  •Built Financial Statement Model ,carried out historical results and forecasted the balance sheet for APPLE INC.•Built Discounted Cash Flow model to value the APPLE INC.and calculated terminal company's value•Completed Excel crash course including data tables, pivot tables, VBA and recording Macros

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  Association for corporate growth

  Feb 2016 - Feb 2016

  Candidate

  • Applied DCF model, Relative Valuation Method, and Comparable Method to carry out football charts of enterprise valuation ranges• Performed company, industry, market, and competitor research and due diligence to evaluate strategic alternatives to provide liquidity and enhance value for company's shareholders • Analyzed the financial statement and precedent transactions to prepare situation analyses, pitch materials, management presentations and term sheets in support of IPO assignments Show less

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  Earth rights institute living lab

  Apr 2016 - Aug 2016

  Accounting intern

  • Well versed in verifying and posting transactions to journals, ledgers and other accounting records utilizing QuickBooks and completed financial statement, income statement and management presentation• Prepared and analyzed budgets for the management group and filed tax of company

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  Juvo+

  Aug 2016 - Nov 2016

  Finance accounting intern

  •Conduct business studies on past performance to develop sales and budget forecast by hoc financial analysis •Partner with Amazon and vendors to enhance company e-commerce sales and process proper cash reimbursement for over $50K•Manage the accounts payable process with over 100 vendors, utilizing QuickBooks and related accounting tool •Financial Analyst support the Director of Finance and Senior Accountant with special projects as required•Cooperate with Amazon Seller center to manage the inventory reconciliation Show less

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  Vista investments, llc

  Dec 2016 - Sept 2017

  Corporate accountant

  • Managed daily working capital and bank movement utilizing Excel and Microsoft Dynamics GP platform and completed analyzing the monthly budget consolidated cash flow to actual variance reports• Engaged in monthly closings including the processing of benefits expense allocations, amortization of prepaid expenses, depreciation schedule, monthly accruals and recording of adjusting and reclassification reimbursements entries• Prepared ADP payroll flash report and cooperated with hotel manager to monitor payroll cost and productivity in accordance with cost budgeting• Led the main accounting functions including weekly bank reconciliations over 20 properties, wire transfer, inter-company transactions and transient occupancy tax Show less

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  Jade enterprises, llc

  Dec 2017 - Apr 2021

  Property accountant

  •Maintain tenant accounts for a portfolio of commercial/residential properties.• Review trial balance for proper coding of invoices and re-class utilizing Yardi and Avid.• Research and answer questions from Property Management regarding assigned properties.• Communicate with property management regarding all aspects of property accounting areas, including property tenant payments, lease review.• Manage monthly accounts receivable activity by preparing tenant account reconciliations, reviewing billings, and working with lease administrator move-ins/outs. Show less

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  Leap career development forum

  Mar 2021 - now

  Business development analyst
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  Modernhr, inc.

  Apr 2021 - now

  • Coordinated the day to day management of premium, exposure, financial and other critical data on company’s and client worker’s compensation insurance program• Prepared all supporting information for workers’ compensation insurance career mid-term and annual audits and coordinated audits with insurance carrier –Zurich insurance auditors• Created detailed monthly payroll reports to fulfill the requirement of worker’s compensation carriers

  • Finance Manager

    Oct 2022 - now

  • Financial Analyst

    Apr 2021 - Oct 2022