Kaylee Zheng
El Monte,CA
Summary
Highly organized and dependable Staff Accountant with background in bookkeeping and financial analysis. Successful history of streamlining accounting processes, identifying cost savings opportunities, and improving accuracy and efficiency. Skilled in using various accounting software programs and technologies.
Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Extensive knowledge of Quickbooks. Maintains ongoing training requirements and knowledge of latest tax changes and laws.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Staff Accountant
KMC Accountancy Corp
10.2021 - Current
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Led training sessions for junior staff members, fostering professional growth within the team environment.
- Collaborated with team members to optimize workload distribution and meet tight deadlines.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Prepared working papers, reports and supporting documentation for audit findings.
- Prepared multi-state payroll/sales tax filings, ensuring accuracy while navigating complex jurisdictional requirements.
Accountant /Bookkeeper/AP/AR
GW Security Inc
01.2014 - 09.2022
- Process monthly financial reports, daily cash receipts, bank deposit and semi-monthly payroll
- Manage Bank Reconciliation Statement process
- Verified details of transaction to prevent fraud and inconsistency
- Build and manage relationship with Vendors
- Inventory management; maintain accurate inventory count in QuickBooks
- Analyze sales trends to assist management in making business decisions
- Responsible for coordinating export and import shipments, verifying compliance of required documents.
- Handled day-to-day accounting processes to drive financial accuracy.
Education
Bachelor Degree in Business Accounting -
Cal Poly Pomona
01.2021
Associate Degree in Business Accounting -
East Los Angeles College
01.2019
Skills
- Identifying and resolving business critical problems
- Prioritizing multiple projects & driving operations excellence
- Business relationship management
- Dedicated to exceeding expectations
- Creating effective infrastructure and workflow
- Monthly Account / Bank Reconciliation
- Tax Preparation
- Bookkeeping
- Payroll Processing
- Monthly / Quarterly / Year End Reports
Certification
- CNP - Certified Notary Public
- Certified Accounting Assistant
- Advanced Accounting Specialist
Languages
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
English
Full Professional
Timeline
Staff Accountant
KMC Accountancy Corp
10.2021 - Current
Accountant /Bookkeeper/AP/AR
GW Security Inc
01.2014 - 09.2022
Bachelor Degree in Business Accounting -
Cal Poly Pomona
Associate Degree in Business Accounting -
East Los Angeles College
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