Jacky Zhang

• Financial Operations & AP: Managed the full-cycle Accounts Payable (AP) process, ensuring accurate vendor disbursements and efficient expense reimbursement workflows.
• Payroll & Tax Compliance: Executed end-to-end payroll processing, conducted thorough payroll reconciliations, and ensured strict compliance with state payroll tax filing regulations.
• Banking & Treasury: Oversaw corporate banking activities, including timely bank reconciliations and the precise tracking and recognition of credit card expenses.
• General Ledger Maintenance: Spearheaded month-end closing activities by managing depreciation expense recognition, calculating prepaid amortizations, and accurately processing complex commission payments.
• Billing & Collections: Streamlined the invoicing lifecycle from initial creation through active collections, significantly improving cash flow efficiency.
• Contract & Order Review: Conducted meticulous reviews of sales orders and commercial contracts to ensure compliance with internal policies and financial guidelines.
• Cash Application: Managed the accurate and timely application of customer bank payments to outstanding accounts receivable balances.
• Revenue Assurance: Supervised revenue recognition processes and performed comprehensive reconciliations to ensure alignment with accounting standards (e.g., ASC 606).
• Tax Preparation: Conducted individual 1040 filings, 1099 filings, Delaware LLC incorporation, and bookkeeping assistance for numerous clients.

• Collaborated cross-functionally with clients and internal teams to streamline sales tax calculations and ensure timely, accurate compliance filings.
• Synthesized raw client revenue and expense data into structured financial intelligence to facilitate seamless year-end adjustments.
• Executed ETL (Extract, Transform, Load) protocols to systematically manage and process high-volume financial data for hundreds of client accounts.

Dean’s List