Jenny Wu

• Prepared monthly gain & loss statements by analyzing bank statements, checks, and online purchase records for U.S. small business clients.

• Classified business transactions and calculated net profit to support accurate tax reporting and financial review.

• Assisted in preparing U.S. S-Corporation tax filings by extracting financial data and completing shareholder ownership and allocation information based on Form 1120-S.

• Reconciled bank activity with client-provided documentation to ensure completeness and accuracy of income and expense reporting.

• Collected, cleaned, and validated Gen Z travel survey data to ensure accuracy and consistency for internal reporting and analysis.
• Used AI-assisted tools to organize and document large survey datasets, improving data traceability and usability.
• Prepared Excel-based summaries translating survey findings into quantitative metrics related to booking and spending behavior for internal review.

• Analyzed cost and pricing data related to a 0% APR installment program and prepared Excel-based schedules to support expense tracking and internal reporting.
• Prepared and maintained compliance-related documentation for HSA/FSA eligibility based on IRS Publication 502, supporting proper expense classification.
• Reviewed and documented the installment payment process, including settlement timing and fee structure, to support internal understanding of revenue and cash flow processes.
• Organized transaction-level data and supporting schedules to assist internal review and reporting activities.

• Collected, consolidated, and organized financial and operational data for a portfolio of real 500+ estate properties to support valuation and reporting activities.
• Assisted with Excel-based valuation templates using income, cost, and comparable approaches under supervision, ensuring consistency of inputs and outputs.
• Conducted data checks and cross-references between transaction records and valuation outputs to support internal review processes.

• Assisted in financial due diligence procedures for a listed company by reviewing and summarizing information related to assets, liabilities, cost structures, and cash flow items.
• Prepared Excel-based comparison schedules to support analysis of cash flow statements and related disclosures, and flagged unusual patterns for senior team review.
• Supported IPO-related financial statement review by checking consistency between financial statements and supporting documentation, and assisting with issue tracking under guidance.