James Choi

Experience

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  Hang Bock Lee CPA

  Jan 2010 - Nov 2011

  Staff Accountant

  · Generated semi-weekly and monthly payroll to create the necessary documents to file at federal and state level· Maintained employee files, new hires, and deduction changes for multiple entities· Performed data entry on Excel and QuickBooks for financial statements· Provided business plan for a new individual and corporate clients· Managed and maintained listing of all accounts payable

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  Fountainhead Restaurant, Inc.

  Jun 2012 - Jul 2015

  Bookkeeper

  · Responsible for posting and analyzing daily and monthly closing activities includingjournal entries and general ledger· Advise the CEO regarding the recent changes in tax matters and the legal matters for the business· Prepared balance sheet and income statement for the CEO· Performed account analyses and reconciliations

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  JPAK and Associates

  Jun 2012 - Sept 2012

  Short-term Staff Accountant

  · Responsible for posting and analyzing monthly and quarterly closing activities includingjournal entries and general ledger· Prepared balance sheet and income statement to create entity tax returns for corporationsand partnerships· Performed account analyses and reconciliation for middle and high net worth individualsand businesses· Reviewed and resolved discrepancies in the general ledger in QuickBooks· Communicated with managers and directors to discuss client business activities and theirtax consequences· Researched tax regulations through CCH to confirm changes in the revenue code· Examined federal and state tax notices to reduce or remove any complications for clientswhile meeting the deadlines· Processed multiple projects in a highly pressured environment timely and effectively Show less

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  Howard Johnson Hotel & Conference Center

  Dec 2012 - Jun 2013

  Accountant

  · Prepare accurate monthly billing adjustments, customer's statements, bills and invoices using OPERA systems· Research and analyze accounts for any discrepancies and resolve billing and account discrepancies· Contact delinquent customers to secure payment· Verify and process all accounts payable documents for the Howard Johnson Hotel and Days Inn· Maintain and monitor payments and investigate any discrepancies· Generated quarterly and annual payroll tax forms for both state and federal· Maintain over 150 employees payroll adjustments Show less

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  Steptoe & Johnson LLP

  Jul 2013 - Feb 2019

  • Provide the necessary data for quarterly surveys• Prepare materials for CFO for the executive meetings and prepared financial statement, forecasts, and variances• Generate monthly revenue and expense reports for practice groups• Create monthly profitability analysis report for practice groups• Prepare and maintain the templates in the budget software for the firm annual budget for all the departments and offices• Assist department directors and office administrators with the annual budget by providing the necessary data, such as year to date actual and employee headcount• Analyze and interpret monthly variances between budgets and actual expense• Facilitate monthly forecast report for directors and office administrations • Reclassify any errors in financial data and inform the department heads• Create monthly compensation forecast using payroll database• Maintain the mapping of the accounts and create new accounts in ELITE Software• Trained Paralegals on advanced excel functions • Performed Ad-hoc analysis and reporting Show less

  • Sr. Financial Analyst

    Jan 2017 - Feb 2019

  • Financial Analyst

    Jul 2013 - Dec 2016
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  Hogan Lovells

  Feb 2019 - now

  • Senior Finance Business Manager

    Jan 2024 - now

  • Manager of Strategic Finance

    Nov 2020 - Jan 2024

  • Sr. Financial Analyst

    Feb 2019 - Nov 2020