Daiying(sally) Liu
Moraga,CA
Summary
Detail-oriented Certified Public Accountant Candidate with a robust background in finance and risk management. Demonstrated success in delivering impactful results while adapting quickly to new challenges, transitioning from CPA in China to AICPA candidate. Expertise includes financial analysis, regulatory compliance, and a thorough understanding of accounting principles. Aiming to apply these skills in a dynamic accounting environment that emphasizes precision and continuous improvement.
Overview
22
22
years of professional experience
Work History
Tax Accountant Assistant
Self Employed Services
ALbany, CA
06.2023 - 04.2024
- Executed administrative tasks associated with tax preparation, such as data entry and client document collection.
- Ensured timely submission of tax documents through efficient utilization of filing software.
- Performed detailed research on various tax regulations.
Bond Sales Position
Minmetals Securities Co.,Ltd
Beijing, China
09.2018 - 04.2023
- Handled sales of company’s principal and local government bonds efficiently.
- Developed and maintained relationships with fixed-income product customers.
- Gathered data on macroeconomy and bond market.
Vice President of Accounting Department
Miduo Wealth Management Co.,Ltd
Beijing, China
12.2016 - 06.2018
- Reviewed, designed and implemented accounting processes and procedures to drive accuracy.
- Managed the preparation of financial statements, budgets, forecasts and other reports.
- Reviewed reports from functional areas to assess progress towards organizational goals.
- Coordinated with external auditors for annual audits.
Risk Management Position
Sun Life Everbright Asset Management Company Limit
Beijing, China
09.2015 - 11.2016
- Developed company's risk management policies through comprehensive research.
- Conducted risk investigation and inspection activities, evaluating risk management capabilities and aiding in their optimization.
- Promoted a strong risk culture within the company.
Liquidity Rish Management Position
Agricultural Bank of China Limited
Beijing, China
08.2009 - 04.2013
- Managed bank's liquidity risk and developed RMB currency liquidity policies.
- Identified, measured, and monitored changes in various liquidity risks.
- Provided bank's liquidity risk analysis report regularly.
- Assisted in the design of liquidity risk management systems.
Auditor
Pan-China Certified Public Accountants LLP
HANGZHOU, ZHEJIANG
07.2002 - 01.2005
- Supported project team in finalizing annual report audits of multiple enterprises.
- Completed designated audit tasks assigned by the project team.
- Gathered and structured audit evidence and information.
- Prepared audit reports, offering improvement suggestions.
Education
MBA - Finance
PBC School of Finance, Tsinghua University
Beijing China06-2009
BBA - Business Administration
Central University of Finance And Economics
Beijing China06-2002
Skills
- Certified Public Accountant Candidate
- Quick Learner
- Attention To Detail
- Diligent Worker
- Results-Driven Mindset
- Awareness of Ethical Standards
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
Tax Accountant Assistant
Self Employed Services
06.2023 - 04.2024
Bond Sales Position
Minmetals Securities Co.,Ltd
09.2018 - 04.2023
Vice President of Accounting Department
Miduo Wealth Management Co.,Ltd
12.2016 - 06.2018
Risk Management Position
Sun Life Everbright Asset Management Company Limit
09.2015 - 11.2016
Liquidity Rish Management Position
Agricultural Bank of China Limited
08.2009 - 04.2013
Auditor
Pan-China Certified Public Accountants LLP
07.2002 - 01.2005
MBA - Finance
PBC School of Finance, Tsinghua University
BBA - Business Administration
Central University of Finance And Economics
Similar Profiles
Bushra KhokharBushra Khokhar
House Maker at Self Employed ServicesHouse Maker at Self Employed Services
Katerine LuligoKaterine Luligo
Licensed Nail Technician at Self Employed ServicesLicensed Nail Technician at Self Employed Services
Jahan Kasim AlstonJahan Kasim Alston
Manager, Projects General Contractor at Self Employed ServicesManager, Projects General Contractor at Self Employed Services