Seasoned Accounting Manager specializing in implementing successful accounting systems for companies in various industry. Accomplished in driving business efficiency and compliance initiatives. Offering 9 years of progressive experience.
Overview
9
9
years of professional experience
Work History
Senior Accountant / Manager
EisnerAmper (Previously Keating Consulting Group)
San Mate, CA
07.2016 - Current
Managed 30+ clients in various industry over 5 years
Established financial status by developing and implementing systems for collecting, analyzing, verifying and reporting financial information.
Confirmed financial status by monitoring revenue and expenses.
Maintained accounting controls by establishing chart of accounts and defining accounting policies and procedures.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
Implemented ASC 606 revenue recognition and ASC 842 lease accounting
Monitored and analyzed accounting data and produced financial reports or statements with Quickbooks and NetSuite.
Prepared PBC information and assisted annual audit process
Prepared monthly cash burn report for board meeting presentation
Performed monthly actual vs plan analysis
Enforced and established proper accounting methods, policies and principles.
Managed journal entries, collection efforts, reconciliations and payroll processing.
Assist clients applying for government grants and maintain book in compliance with foundation standard
Performed monthly inventory reconciliation
Reconciled balance sheets and streamlined best practices for balance sheet processes
Directed accounting team in timely reporting of finances for diverse client businesses
Senior Associate
CKP LLP , a McGladrey Alliance
Burlingame, CA
10.2013 - 07.2016
Participated audit project of various clients in IT and manufacturing industry
Identified and communicated audit findings with manager
Prepared and managed PBC (Provided by Client) lists and confirmation control sheet
Documented audit procedures and work papers
Performed inventory observation
Researched complex accounting issues: capital lease vs operating lease, revenue recognition, foreign branch accounting, currency translation, deconsolidation and etc
Participated in 401k Audit
Reviewed F/S in search for applicable M1 adjustment and researched tax guidance for accuracy
Prepared M2 schedule for companies that adjusted retained earning
Prepared M3 schedule for companies that have asset over 10 million
Prepared diversified statement to tax return such as first year election, water-edge, 382 elections, bonus depreciation election
Filed FBAR for companies that have financial asset abroad
Prepared state tax apportionment through state tax guidance
Researched foreign withholding tax in passive income and filed form 1042 report
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Tax Preparer
IRS Tax Volunteer VITA, Tempe Community Council
Tempe, AZ
01.2013 - 04.2013
Developed personal communication skills through clarifying tax implications to clients lacking tax knowledge
Exercised professional skepticism in reviewing, collecting and analyzing information provided by tax payer during interview process
Increased community involvement contributing over 20+ hour
Education
Master of Accountancy -
W. P. Carey School of Business, Arizona State University
05.2012
Bachelor of Science - Accountancy
W. P. Carey School of Business, Arizona State University
05.2011
Skills
Payroll Administration
Employee Training Oversight
Compliance Assessments
Intuit QuickBooks and NetSuite
Closing Procedures
Monthly Close Reporting
Intercompany Reconciliations
Accounting Systems and Controls
Passed AUD and BEC section of CPA exam
Timeline
Senior Accountant / Manager
EisnerAmper (Previously Keating Consulting Group)
07.2016 - Current
Senior Associate
CKP LLP , a McGladrey Alliance
10.2013 - 07.2016
Tax Preparer
IRS Tax Volunteer VITA, Tempe Community Council
01.2013 - 04.2013
Master of Accountancy -
W. P. Carey School of Business, Arizona State University
Bachelor of Science - Accountancy
W. P. Carey School of Business, Arizona State University
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