Catherine Li
Fremont,CA
Overview
5
5
years of professional experience
1
1
Certification
Work History
Auditor
Moss Adams
Campbell, CA
01.2022 - Current
- Performed revenue analytics, examining trends, variances between expected and actual revenue, and corroborating client explanations for fluctuations.
- Independently planned and executed analytics to identify high-fluctuation and high-risk accounts across the financial statement accounts
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
- Supported management decision making with accurate financial data analysis and insights from audit findings.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Collaborated closely with client personnel, ensuring the timely provision of requested documentation to streamline year-end audits, and provided assistance in case of any confusion with the requested documentation.
- Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within the team.
- Conduct IT walkthroughs independently to evaluate the client's procedures for handling changes to accounting systems, user removal protocols, as well as security and access measures.
Bank Teller
Cathay Bank
Fremont, CA
06.2019 - 08.2019
- Identified risks through analyzation of customer’s transaction history
- Assist in day to day customers' requests and help facilitate communications between customers and branch managers
Education
Bachelor of Commerce - Accounting
Santa Clara University
Santa ClaraSkills
- Balance Sheets
- Financial Records Review
- Internal Controls
- Chinese (Mandarin): Native Proficiency
Certification
- CPA - Certified Public Accountant: Successfully completed all exams. Currently awaiting board approval for application.
Timeline
Auditor
Moss Adams
01.2022 - Current
Bank Teller
Cathay Bank
06.2019 - 08.2019
Bachelor of Commerce - Accounting
Santa Clara University