JUN WEN
MBA’2021
Los Angeles,CA
Summary
I graduated from Syracuse University with an MBA, concentration in Data Analysis & Finance. During the period, I have had several opportunities to develop leadership, communication, and data analysis skills. I participated in a CFA competition 2020 as a captain. Using research, analysis, and financial modeling skills to forecast the target’s stock price. Our forecast produced a similar trend to reality. Moreover, we had many group projects in class that helped me to improve my English skills and learn more how to communicate with my partners more effectively. After graduation, I have been working as an experienced auditor in public accounting firm, using many advanced excel skills for financial analysis. I have skills in SQL, R, Excel, Google Analytics etc. I am quick learner and eager to learn more software technologies in depth.
Overview
7
7
years of professional experience
2
2
MBA
1
1
Language
Work History
Experienced Auditor
Beach Freeman Lim& Cleland, LLP
Los Angeles, CA
09.2021 - Current
- Oversaw accounts in Manufacturing, Finance, Retail industries, Real estate, Non-profit
- Analyzed data and findings to prepare reports detailing financial information and wrote management letter to suggest which area the company should improve
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Used advanced Excel skills (Vlookup, Match, Index and Sumif etc.) to solve various data issues
- Used CaseWare to build audit strategy, procedure, and staffing for first-year audits from ground zero for 7 companies
- Provided reports on cash flows, profit-making operations, and overall financial conditions per accepted accounting principles (GAAP)
- Ensured smooth examination process through real-time communications between client, team on project status, risks, and solutions
Junior Audit Assistant, Senior Audit Assistant, Junior Audit Manager, Senior Audit Manager
CAC CPA Limited Liability Partnership
Beijing
07.2013 - 05.2019
- Assigned work tasks and held weekly team meetings in order to complete audit work for over 70 companies in a timely manner
- Analyzed financial documents, prepared a consolidated statement of 70 companies and wrote and review over 100 auditing reports within 4 months, which were used by public investors, banks, and Chinese securities in the markets
- Involved in recruiting and training audit assistants, increasing auditing team from 10 to 20 people over 3 years
- Managed projects budget and reduced project costs by 30% by arranging the funds distribution efficiently
- Offered guidance on financial and auditing procedures to improve client’s company performance
- Formulated systems, procedures, and internal controls for clients, enhancing cooperation among departments
- Analyzed data to identify accounting discrepancies that could pose financial concern to organizations
- Communicated with external clients and discussed financial issues and opportunities for improvement of accounting knowledge
Education
MBA - Data Analysis & Finance
Syracuse University, Whitman School of Management
08.2019 - 05.2021
Bachelor of Management - Accounting
Beijing Institute of Petrochemical Technology
09.2011 - 06.2013
Skills
SQL
Timeline
Experienced Auditor
Beach Freeman Lim& Cleland, LLP
09.2021 - Current
MBA - Data Analysis & Finance
Syracuse University, Whitman School of Management
08.2019 - 05.2021
Junior Audit Assistant, Senior Audit Assistant, Junior Audit Manager, Senior Audit Manager
CAC CPA Limited Liability Partnership
07.2013 - 05.2019
Bachelor of Management - Accounting
Beijing Institute of Petrochemical Technology
09.2011 - 06.2013
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