Xiaochen Guo

Experience

• 

  AIA

  Feb 2014 - Mar 2014

  Insurance department

  • Participated in business plan competition.• Responsible for the financial management of the affiliate firm and production promotion, acting as a team leader to be the top 3 best seller team.

• 

  Ernst & Young

  Jul 2014 - Oct 2014

  Risk advisory department intern

  • Helped with strategic services related to regulatory compliance, corporate governance, enterpriserisk management, internal controls and internal audit, to our clients in financial services industry.• Entered and analyzed availability and hours, using data in Excel; produced utilization reports and timesheet for the team.• Assisted organizations to maintain effective and efficient controls in order to manage organizational and strategic risks.• Performed international travel and meeting arrangements for the partners.• Re-indexed and redefined group email addresses for 90+employees based on newly updated email system. Show less

• 

  BDO China-立信会计师事务所（特殊普通合伙）

  May 2015 - Jul 2015

  Auditor

  • Corresponded with third parties to obtain confirmation of cash and accounts receivable balance.• Prepared account receivable aging schedule and external confirmations summary statement.• Recorded meeting content about the auditing issues.• Double-checked the bank statements and the bookkeeping documents to find and resolve the errors.• Verified assets and liabilities by comparing items to documentation.

• 

  AST FINANCIAL INC. (CPA firm)

  Jul 2016 - Oct 2016

  Accounting

  • Resolve payroll tax reporting after each pay run to ensure accurate filings.• Manage filing of tax updates weekly and monitor quarterly tax filings.• Provide bookkeeping services for clients using QuickBooks.• Reconciled Payroll reports to 941s and W-2s and reconciled cash activity to Payroll and ADP Tax Services reports.

• 

  Verif-y Inc.

  Dec 2016 - Mar 2017

  Business Analyst

  • Assist in reviewing the business development, marketing and operations initiatives being developed and undertaken atthe company.• Assist in research and review of finance related manners.• Participate in various meetings: including strategy sessions, weekly staff and departmental meetings and more.

• 

  CBIZ CMF, LLC

  Jan 2018 - now

  Tax

  • Assisted in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many moreindustries• Prepared and reviewed federal and state tax returns for partnerships, C corporations, S corporations and individuals.• Assisted with IRS audits, tax notice response, trust returns, gift and estate returns

• 

  EY

  Oct 2018 - now

  Consultant

  Risk advisory

• 

  **foutune 500 company

  May 2020 - now

  Trust Manager

  Consumer finance