Brian Chan
Accountant
San Francisco,CA
Summary
Dynamic accounting professional with extensive experience in financial statement preparation and tax compliance. Proven expertise in bank reconciliation and QuickBooks, coupled with strong teamwork skills. Successfully developed tailored reports that enhanced decision-making, driving operational insights and efficiencies across departments.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Accounting Consultant
Precision Counts
05.2024 - 05.2025
- Reviewed monthly financial statements and provided detailed analysis regarding ways to gain additional insights into business operations
- Developed custom forecasting and expense reports for various departments tailored to match specific needs and aid decision-making
- Compiled year-end documentation and collaborated with CPAs for tax preparation
- Created training and reference materials for incoming accountants
Senior Accountant
IQ Biosciences
11.2021 - 05.2024
- Responsible for monthly accounting close process, including preparation of journal entries, accruals, and reconciliation of various balance sheet accounts
- Prepared monthly financial statements, including budgets and forecasting, for C-level executives
- Calculated, filed, and processed payments for monthly and quarterly sales tax fi lings
- Managed A/R by building relationships with customers and maintaining constant communication
- Managed A/P by ensuring bills were paid in a timely manner and identifying cost saving opportunities
- Processed purchase orders and procured supplies for the various departments
- Assisted in the development of policies, procedures, and ad-hoc reporting
Senior Accountant
B.O.L. Global CPAs
01.2015 - 12.2020
- Provided individual and business tax services, including
Form 1040, 1065, 1120, and 1120S - Prepared annual 1099 and 1096 documents for
contractors and vendors - Responsible for the preparation of monthly financial
statements in accordance with generally accepted
accounting principles - Entered employee payroll data and hours worked for
payroll processing - Calculated, filed, and processed payments for monthly
and quarterly sales tax filings
Bookkeeper
American Eagle Consulting and Bookkeeping
11.2012 - 12.2014
- Entered relevant financial information, including bank and
credit card statements, and completed reconciliation of
accounts - Managed Accounts Payable invoices to ensure timely
payments and correct vendor balances - Compiled schedules to assist with monthly and quarterly
closing
Computer Lab Aide
City College of San Francisco
01.2011 - 12.2011
- Tutored students in the various applications of Microsoft
Office - Assisted the professor with the input and development of
class materials
Mathematics Teacher
SFUSD, SSFUSD
09.2003 - 06.2009
- Designed and implemented a curriculum focused on
secondary mathematics education - Managed the records and grades of over 150 students
on an annual basis - Collaborated with other instructors to develop and
improve curriculum
Education
Bachelor of Arts - Mathematics
San Francisco State University
San Francisco, CA 05.2001 -
Associate's Degree - Accounting
City College of San Francisco
San Francisco, CA12.2011
Skills
Bank reconciliation
Tax preparation
Accounts payable and receivable
Excel proficiency
Payroll processing
Quickbooks expertise
Bookkeeping and reconciliation
Teamwork and collaboration
Microsoft office
General accounting
Multitasking
Bookkeeping
Certification
Google Data Analytics
Timeline
Google Data Analytics
01-2025
Accounting Consultant
Precision Counts
05.2024 - 05.2025
Senior Accountant
IQ Biosciences
11.2021 - 05.2024
Senior Accountant
B.O.L. Global CPAs
01.2015 - 12.2020
Bookkeeper
American Eagle Consulting and Bookkeeping
11.2012 - 12.2014
Computer Lab Aide
City College of San Francisco
01.2011 - 12.2011
Mathematics Teacher
SFUSD, SSFUSD
09.2003 - 06.2009
Bachelor of Arts - Mathematics
San Francisco State University
05.2001 -
Associate's Degree - Accounting
City College of San Francisco
Similar Profiles
Mason OwenMason Owen
Fiber Optic Installation Technician Subcontractor at Counts FiberFiber Optic Installation Technician Subcontractor at Counts Fiber
Hannah RoseHannah Rose
Substitute Teacher at ESS (Every Day Counts)Substitute Teacher at ESS (Every Day Counts)
Karen AverosKaren Averos
Substitute Teacher's Assistant at ESS every day countsSubstitute Teacher's Assistant at ESS every day counts
Claudia Aldana UngoClaudia Aldana Ungo
Accounts Payable Specialist at PENCOM HQ USAAccounts Payable Specialist at PENCOM HQ USA
Hieu TranHieu Tran
Sr. Eligibility Worker at City And County Of San FranciscoSr. Eligibility Worker at City And County Of San Francisco