Summary
Overview
Work History
Education
Skills
Timeline
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Callie Zhu

ELMHURST,New York

Summary

Scrupulous and efficient accountant with 20+ years of experience focusing on building processes that save time and improve accuracy to yield a holistic financial picture of the business.

Overview

23
23
years of professional experience

Work History

Bookkeeper

Z Diamond Inc.
New York, NY
09.2021 - 05.2022
  • Processed invoices and payments for customer, managed A/P &A/R to follow up cashflow.
  • Deposited Checks and paid bills.
  • Recorded journal entries.
  • Calculated deductions and processed payroll for employees.
  • Reconciled with bank statements.
  • Prepare and reported monthly, quarterly and annual statements.
  • Forecasted costs and revenues.
  • Streamlined the process of calculations and business transactions for accuracy.
  • Gathered and monitored financial data.


Office Coordinator

Lx1204 Jewelry Inc.
New York, NY
05.2021 - 08.2021
  • Maintained products database and continual updated.
  • Processed invoices for outgoing packages.
  • Processed repairs and returns as products come in
  • Fielded incoming calls from customers in an enthusiastic manner.
  • Maintained office supplies.
  • Developed a familiarity with our product line and services.


MassMutual / Financial Service Representative

MassMutual
, NY
11.2020 - 04.2021
  • Built and deepened productive relationships with prospective customers.
  • Discussed financial options with clients and provided informed suggestions.
  • Identified customer financial service needs to prepare proposals and sold services.
  • Worked with clients to develop financial planning strategies and solutions.
  • Maintained regular contact with clients to inform about transactions and performance.

Bookkeeper, Receptionist

J.T.H Enterprise Inc.
Flushing, NY
01.2020 - 10.2020
  • Greeted and assisted visitors and customers professionally and friendly.
  • Received in-bound calls and initiated out-bound calls.
  • Processed Invoice and monthly lease notice.
  • Received rent, paid bills.
  • Entered Financial information.
  • Calculated payroll, recorded payroll and payroll tax.
  • prepared bank reconciliation and financial statements.
  • Established QuickBooks accounting system.
  • Maintained building security by monitor.
  • Managed lease and financial documents.


Auctioneer

Empire Auction
Flushing, NY
09.2019 - 12.2019
  • Used excel & photoshop to create and issue items detail database.
  • Assigned items into different categories, lots and specialty auctions to increase interest and sales.
  • Gave bidders details and promoted value to encourage bidding for online auctions.
  • Prepared items for online, inside and outside auctions.


Chief Accountant, Office Clerk

Shanxi, People’s Bank of China
09.1998 - 07.2019
  • Handled incoming business and client requests for information.
  • Completed accurately and efficiently AP/AR actions and resolved discrepancies.
  • Organized and supported team members to handle apartment business transactions.
  • Prepared and analyzed Financial Statements monthly, quarterly, annually.


Education

Bachelor of Accounting -

Shanxi University of Finance And Economics
07.1998

Skills

  • Proficient with QuickBooks
  • Familiar with Microsoft Excel/ Word
  • Experiential in Accounting
  • Multi-tasking
  • Detail-oriented
  • Fluent in Mandarin and English

Timeline

Bookkeeper

Z Diamond Inc.
09.2021 - 05.2022

Office Coordinator

Lx1204 Jewelry Inc.
05.2021 - 08.2021

MassMutual / Financial Service Representative

MassMutual
11.2020 - 04.2021

Bookkeeper, Receptionist

J.T.H Enterprise Inc.
01.2020 - 10.2020

Auctioneer

Empire Auction
09.2019 - 12.2019

Chief Accountant, Office Clerk

Shanxi, People’s Bank of China
09.1998 - 07.2019

Bachelor of Accounting -

Shanxi University of Finance And Economics

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Callie Zhu