Yining Xin

Experience

• 

  Chicago Accounting and Consulting Ltd.,

  Sept 2015 - Jul 2018

  Accountant/ Tax preparer

  Managed day-to-day client service relationships with one of the largest oriental food supplier in the Midwest of the United States and other companies from different industries.Staff Accountant • Quickbooks full charge bookkeeper and generate financial statements • Prepared adjusting journal entries and quarterly P&L, Balance Sheets variance analysis to resolve inconsistencies and ensure that revenue and expenses are correctly reported and classified inaccordance with U.S.GAAP and company policy.Tax Preparer• Processed Payroll Tax and reduced client`s State Withholding tax penalties and interests by contacting to Department of Revenue of different States.• Conducted all sales and use tax related research and prepared multi-state sales and use tax returns.• Prepared Federal income tax returns and multi-state state and local tax return for 70+ entities. Experienced in individual, C corporation, S corporation, Estates and Partnership taxation.• Calculate state apportionment based on Sales, Property and Payroll factors and prepare state returns for companies having business in 6 states.Audit Preparation• Coordinated documentation requests for 5+ audit cases for Federal & State audit including sales audit and employment audit. Generated reports of audit finding for corporate office. Got results of nochanges. Show less

• 

  TravNet/Kipling & Clark

  Oct 2016 - Jun 2018

  Accountant

  • Monitor monthly cash flows• Reconcile bank statements on TBO accounting system and QuickBooks• Manage accounts payables/receivables• Handle InterCompany Transactions• Generate financial statements/reports

• 

  Morningstar

  Aug 2018 - now

  · Seek clients’ need, schedule and performance independent audit & benchmarking of various Morningstar investment database, draft and explain audit and benchmarking report.· Identify and analyze data quality issue and defect reasons during the audit process. Using tools of lean to continually improve the working processes.

  • Customer Success Manager

    Sept 2021 - now

  • Data Quality Assurance Analyst

    Aug 2018 - Sept 2021