Jeanie Liu (刘佳怡)

Experience

• 

  Stovall & Associates, Ltd.

  Jan 2018 - Apr 2018

  Tax Intern

  -Filed over 50 federal and state tax returns for eligible individuals and families. -Research on different tax laws in different states in US to make sure to file the tax return accordingly. - Actively sought challenges, successfully managing intricate tax return cases, showcasing commitment to professional development and tax preparation proficiency.

• 

  Ernst & Young

  Oct 2018 - now

  -Project management through coordinating work arrangements, following up on work progress through daily progress meetings, and providing immediate feedback on work results to ensure that the project progressed according to the set schedule.-Responsible for communicating and coordinating with internal IT teams, valuation teams, transfer pricing strategy teams, actuarial teams, and other expert teams. Establishing good communication channels and trust relationships with expert teams to better coordinate work among teams. Timely communication with management on project progress and risks.-Provided regular training for more than 30 new employees and project members, including audit theory and Excel operations, ensuring teaching results through guided questioning, visual teaching, and other forms; after training, the work performance of trainees significantly improved.-Proactively built the project knowledge system, developed project workflow, and shared knowledge and experience to ensure the completion of the project. Show less -Audit key processes such as sales and procurement to verify the effectiveness and consistent implementation of relevant control points; streamline internal business processes and help enterprises improve internal control management.-Independently led teams to complete multiple audits, developed audit plans and controlled progress, etc. to ensure the issuance of audited financial reports.-Responsible for checking the articles of association, investment agreements, etc. of invested companies, analyzing the accuracy of the classification of enterprise investments; identified impairment indications through interviews, and review of profit forecast of the invested company.-Communicated with management on the potential risk and improvement suggestion of each internal control defect found during the audit process, and followed up and supervised the rectification of internal control defects. Show less -Responsible for auditing financial statements of companies in industries such as the Internet, technology, and finance, familiar with accounting treatment for different types of enterprises.-Conducted walkthrough and control tests on key processes such as sales and procurement, understood process of new business through interviews, identified key control points, wrote process narratives and flowcharts, and selected samples for tests to ensure the effectiveness of control points.-Analyzed the gross profit of SaaS and PaaS product, compared with gross profit in the same period last year and the industry average, analyzed the reasonableness of gross profit, to ensure the accuracy of revenue and cost data.-Built data models through Excel formulas, Python programming, etc., streamlined repetitive work processes, and formed a consolidated working paper template, reducing the workload from one week to one hour. The consolidated template has been used by more than five project teams. Show less

  • Audit Manager

    Oct 2023 - now

  • Senior Auditor

    Oct 2020 - Sept 2023

  • Audit Assistant

    Oct 2018 - Sept 2020