Joanna Zhu
Plano,TX
Summary
Auditor with extensive experience in preparing and examining financial records, specializing in auditing systems and internal control evaluations. Proven track record in risk assessment, audit plan development, and execution of audit procedures. Strong analytical problem-solving skills and ability to enhance efficiency in auditing processes. Committed to effective communication of findings and collaboration with management to drive improvements.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Audit Intern, Experienced Audit Associate
PricewaterhouseCoopers
Dallas, TX
01.2022 - Current
- Conducted financial audits of client records, including accounts payable, receivable, and payroll.
- Performed internal controls tests to evaluate system adequacy and compliance.
- Reviewed client contracts for accuracy while ensuring compliance with laws and regulations.
- Prepared detailed workpapers documenting audit evidence gathered during engagements.
- Assisted in developing audit plans based on established objectives and standards.
- Monitored changes in laws and regulations impacting organizational operations.
- Researched technical accounting literature to resolve complex financial statement issues.
- Conducted risk assessments to identify potential fraud or non-compliance.
Tax Intern, Payroll Specialist, General Tax Assistant
Spring Creek Tax Services
Plano, TX
07.2018 - 01.2022
- Prepare Payrolls for over 30 different companies and over 350 employees biweekly/ monthly using QuickBooks
- Assemble W2, Quarterly returns, and Annual returns for over 40 companies accurately before the form deadlines
- File and compose tax compliance data entries in Drake Tax Software for over 300 individual clients and corporations
Education
M.S. - Accounting
The University of Texas At Dallas
05.2023
B.S. - Accounting
The University of Texas At Dallas
05.2022
Skills
- Financial auditing and compliance
- GAAP accounting practices
- Microsoft Excel proficiency
- Internal controls and audit procedures
- QuickBooks and tax software
- Payroll administration
- Time management skills
- Team collaboration and leadership
- Client communication strategies
- AI integration
Websites
Volunteer Experience (March 2020- April 2020)
DFW Care (COVID Relief Organization)
- Translated over 10 interviews and articles on the DFW care website and their social media platform.
- Managed supply acquisition and inventory for over 1,000 face masks that were distributed to local clinics
Certification
Texas CPA Eligible
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Eligibility
Eligible to work in the U.S. with no restrictions
Timeline
Audit Intern, Experienced Audit Associate
PricewaterhouseCoopers
01.2022 - Current
Tax Intern, Payroll Specialist, General Tax Assistant
Spring Creek Tax Services
07.2018 - 01.2022
M.S. - Accounting
The University of Texas At Dallas
B.S. - Accounting
The University of Texas At Dallas
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