Amy Li

Experience

• 

  Avogy Inc.

  Feb 2013 - Apr 2015

  Accountant / Financial Analyst

  Served as the primary account and financial analyst, overseeing all monthly transactions totaling $2 million in QuickBooks. Developed and instituted accounting policies and procedures to ensure full compliance with GAAP standards. Co-authored the Avogy 2013-2017 business plan, successfully securing $4 million in venture capital funding and bank loans in April 2014. Improved and led the execution of procurement, receiving, and reimbursement processes to boost transparency and strengthen internal controls.• Oversaw $2M in monthly transactions using QuickBooks, implementing GAAP-compliant accounting policies and procedures.• Co-authored a business plan that secured $4M in venture capital funding and loans, contributing to the company’s financial growth.• Led budgeting, forecasting, and variance analysis, providing detailed financial insights for board-level decision-making.• Managed end-to-end payroll processes via TriNet and prepared payroll journal entries, ensuring accuracy and compliance.• Created cost-tracking systems for R&D projects billed to government agencies, optimizing resource allocation and reporting accuracy. Show less

• 

  Vavrinek, Trine, Day & Co., LLP

  Apr 2015 - Sept 2016

  Senior Accountant, Auditor

  Performed financial statement, single audit, and internal control audits for governmental clients per annual cycle. Accepted responsibility of lead auditor for three clients, in charge from start to finish. This includes all aspects of planning the engagement, projecting scheduling and budgeting, performing risk assessments, implementing field work, and preparing financial statements with full disclosure and bond reports with net revenue ranging from $2 million to $20 million. • Conducted audits for 11+ governmental clients annually, leading three engagements from planning to execution, including risk assessments and financial reporting.• Strengthened internal controls for Accounts Payable, Receivable, and Payroll cycles, addressing workflow gaps and improving compliance.• Performed Single Audits under OMB Circular A-133, ensuring adherence to federal regulations and delivering comprehensive audit reports.• Identified material discrepancies, prepared adjusting journal entries, and communicated findings to senior management, driving informed decision-making. Show less

• 

  Kranz & Associates

  Oct 2016 - Jun 2024

  Accounting Consultant

  Highly skilled accounting manager who oversaw financial reporting, accounting activities, and payroll processing for 10+ clients across diverse industries, expert in utilizing financial operations platforms to automate accounting tasks, thereby enhancing efficiency, and further reducing costs.• Directed month-end close processes, including journal entries, account reconciliations, and fluctuation analyses, providing actionable insights to enhance profitability.• Reviewed customer contracts under ASC 606 standards, entered contracts into the Maxio platform, and managed revenue recognition processes.• Oversaw AR operations: issued customer invoices, monitored bank deposits, reconciled AR accounts, and tracked AR collection rates to improve cash flow.• Ensured tax compliance by utilizing Avalara to reconcile sales tax accounts and streamline reporting accuracy.• Managed AP functions, processing vendor invoices, credit card expenses, and reimbursements while maintaining compliance and timeliness.• Administered payroll systems for clients ranging from 5 to 200 employees, ensuring accuracy, seamless integration, and regulatory compliance.• Executed equity accounting through Carta, delivering precise reports and adhering to equity regulations.• Coordinated year-end audits and tax filings (e.g., 1099s, 571-L, 3921), achieving a 100% on-time submission rate. Show less

• 

  Bridger LP

  Jun 2024 - now

  Senior Accountant