Thomas Chan
New York,NY
Summary
As a Baruch College graduate with a focus on Accounting, I refined the skills necessary for success in financial services. Most recently, I contributed to Prager Metis CPAs as an Account Associate, where my expertise in accounting, financial reporting, and bookkeeping played a pivotal role in the team's day-to-day operations. Our collaborative efforts ensured accurate financial records and enhanced client satisfaction. Results-oriented and organized with top-notch planning and problem-solving abilities. Well-versed in managing client accounts in high-volume environments. Expertise in Quickbooks, Xero, and Bill.com
Overview
9
9
years of professional experience
Work History
Account Associate
Prager Metis CPAs
12.2019 - 08.2023
- Recording day-to-day financial transactions and complete the posting process
- Reconciling accounts, including bank statements and credit card statements
- Manage accounts payable and receivable, ensuring timely payments and collections
- Preparation of financial statements and reports
- Supported payroll processing and ensured timely submission of payroll taxes and reports
- Facilitate the onboarding process for new clients, ensuring a smooth transition and comprehensive understanding of services
- Provide detailed walkthroughs of financial processes and systems to new clients
- Training new team members on bookkeeping practices, accounting software, and payroll processes
- Providing ongoing support and mentorship to team members, fostering a collaborative work environment.
Boutique Manager
Cartier
01.2015 - 10.2017
- Train members of sales teams to perform in accordance to company's long term goals
- Handle staffing and staff scheduling duties by ensuring that adequate staff is available
- Manage stock levels and make decisions regarding inventory control
- Create and maintain liaison with suppliers and vendors to help ensure that merchandise is always available
- Analyze present sales figures and perform market analysis to determine trends and customer preferences
- Provide feedback to supervisors and arrange for sales teams to be trained according to changing marketing trends
- Ascertain that quality of customer services provided is in sync with the customer service policies of the company
- Respond to customers' complaints and problems with the focus of retaining their business
- Assist customers with decision making by providing them with product information and demonstration.
Education
Accounting -
Baruch College
01.2014
High School -
Long Island City High School
01.2009
Skills
- Accounting
- Financial Reporting
- Bookkeeping
- Payroll Processing
- Microsoft Office
- Data Analytics
- Data Entry
- Quickbooks
Languages
English
Professional
Chinese (Cantonese)
Professional
References
References available upon request.
Timeline
Account Associate
Prager Metis CPAs
12.2019 - 08.2023
Boutique Manager
Cartier
01.2015 - 10.2017
Accounting -
Baruch College
High School -
Long Island City High School
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