Perform substantive testings to validate the financial statements of credit funds and employment benefit plans.
Coordinate with valuation specialists and assist the valuation procedures to ensure the Level 3 investments are valued and disclosed properly in financial statements of multiple credit funds.
Communicate material differences to the client and investigate the causes of the differences.
Lead the quarterly independence procedures and coordinate with multiple fund audit teams to ensure the teams are in compliance with SEC independence rules.
Accounting Intern
Lions Assurance Financial
New York, NY
05.2020 - 08.2020
Evaluated the self-storage industry and the exit strategy of a self-storage fund to support the due diligence process.
Conducted researches on tax regulations in real estate and corporate owned life insurance to assist with investment evaluation.
Provided supports to the IPO analysis team by analyzing financial statements of ByteDance.
Marketing Intern
Quest Abroad International Inc.
Remote
05.2018 - 05.2020
Prepared customer surveys every 3 month to provide a close and clear picture of needs of potential customers and feedbacks of existing customers.
Coordinated with the marketing team monthly to assess feasibility of local marketing events.
Helped planning and managing budget for local marketing campaigns
Research Intern
Atikus Consulting K.K
Tokyo, Japan
05.2019 - 07.2019
Analyzed 150 multinational " gaishikei " companies operations in Japan using online web resources.
Built an easy- to- use scraping tool with Python to improve the efficiency of marketing research.
Entered and maintained an online database of potential market opportunities.
Handled real-time business request from stakeholders.
Recorded expenses in an accurate and timely manner
Accounting Assistant Intern
Tiancheng Group Co
Chengdu, China
12.2018 - 01.2019
Maintained account books and accounting systems with accuracy by entering data precisely and proofreading.
Matched reimbursement records with receipts to ensure stands are met.
Recorded reimbursement expenses in excel format and conduct a summary for each employee.
Work History
Student Staff
Pride Center, Lehigh University
Lehigh University, Bethlehem, PA
08.2019 - 05.2021
Utilize platforms such as Instagram and Facebook to advocate equal rights for gender and sexuality minorities
Serve as a link between general students and gender and sexuality minorities community by handling questions and holding discussions
Support team-building events by coordinating with related communities
Education
Bachelor of Science - Accounting || Business Information System
Lehigh University
05.2021
Skills
Passed all 4 sections of CPA
Familiar with MS Excel, PowerPoint, Access, Visio
Entry level of Java, Python, SQL, Tableau
Strong analytical and problem-solving skills
Native proficiency in Chinese
Intermediate level of Japanese (passed JLPT N2)
Timeline
FSO Assurance Senior
Ernst & Young
09.2021 - Current
Accounting Intern
Lions Assurance Financial
05.2020 - 08.2020
Research Intern
Atikus Consulting K.K
05.2019 - 07.2019
Accounting Assistant Intern
Tiancheng Group Co
12.2018 - 01.2019
Marketing Intern
Quest Abroad International Inc.
05.2018 - 05.2020
Bachelor of Science - Accounting || Business Information System